Civic Intelligence

Southwest Organizing Project

990 • Fiscal year 2022 • EIN 36-4090773

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

2558 W 63rd St 2ndChicago, IL 60629

(773) 471-8208

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.17x

Higher debt load relative to assets than 49% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

33rd percentile

0.11x

Higher debt load relative to revenue than 33% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

54th percentile

8.6%

Higher net margin than 54% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$173,250

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$10,556,387

Up $2,163,137 (+26%) from 2021

Net Assets

Up

$8,797,901

Up $1,381,782 (+19%) from 2021

Liabilities

Up

$1,758,486

Up $781,355 (+80%) from 2021

Revenue

Up

$15,995,268

Up $7,136,086 (+81%) from 2021

Expenses

Up

$14,613,486

Up $6,098,838 (+72%) from 2021

Net Income

Up

$1,381,782

Up $1,037,248 (+301%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2021: $8,393,250Liabilities 2021: $977,131Net Assets 2021: $7,416,1192021Assets 2022: $10,556,387Liabilities 2022: $1,758,486Net Assets 2022: $8,797,9012022Assets 2024: $18,010,854Liabilities 2024: $5,531,172Net Assets 2024: $12,479,6822024

Highlighted filing

2022

Assets$10,556,387
Liabilities$1,758,486
Net Assets$8,797,901

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0Revenue 2021: $8,859,182Expenses 2021: $8,514,648Net Income 2021: $344,5342021Revenue 2022: $15,995,268Expenses 2022: $14,613,486Net Income 2022: $1,381,7822022Revenue 2024: $25,831,160Expenses 2024: $21,832,104Net Income 2024: $3,999,0562024

Highlighted filing

2022

Revenue$15,995,268
Expenses$14,613,486
Net Income$1,381,782
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$16,014,964
Mission and Program Overview

Mission

The southwest organizing project's (swop) mission is to build a broad-based organization of christian, muslim, and jewish faith institutions, local schools and other institutions in southwest chicago, which will enable families to exercise common values, determine their own future and connect with each other to improve life in their neighborhoods. To this end, leaders ofswop have dedicated themselves to building relationships across racial, ethnic, generational and faith differences and to bringing the common concerns of their institutionsinto the public life of the community as they develop the capacity to act collectively and "stand for the whole."

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$4,126,045$4,484,903▲ $358,858
Cash and Non-Interest-Bearing Accounts$2,691,158$3,957,654▲ $1,266,496
Pledges and Grants Receivable$1,203,299$1,705,237▲ $501,938
Land, Buildings, and Equipment, Net$366,184$382,535▲ $16,351
Prepaid Expenses and Deferred Charges$4,064$26,058▲ $21,994
Accounts Receivable$2,500$0▼ $2,500
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,393,250$10,556,387▲ $2,163,137
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$571,680$980,041▲ $408,361
Unsecured Notes Loans Payable-$600,000-
Deferred Revenue$233,201$176,945▼ $56,256
Escrow Account Liability$170,750--
Other Liabilities$1,500$1,500→ $0
Total Liabilities$977,131$1,758,486▲ $781,355
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,651,890$7,883,926▲ $1,232,036
Net Assets With Donor Restrictions$764,229$913,975▲ $149,746
Total Net Assets Fund Balance$7,416,119$8,797,901▲ $1,381,782
Total Liabilities and Net Assets / Fund Balance$8,393,250$10,556,387▲ $2,163,137

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$227,020$55,175$282,195
Leasehold Improvements$60,746$16,299$77,045
Land$70,549-$70,549
Other Land Buildings$24,220$24,930$49,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeff BartowExecutive DirectorFT$173,250$173,250
Chris BrownDirector of OperationsFT$127,050$127,050
Imelda SalazerLd Immigr OrganizeFT$113,925$113,925
Jessica BiggsLd Hc OrganizerFT$113,400$113,400
Edith RoblesDirector of FinanceFT$102,375$102,375

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,586,321
Program Service Revenue
$13,307,120
Investment Income
$13,546
Other Revenue
$88,281
All Other Contributions
$2,586,321
Change in Net Assets
$1,381,782

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,995,268
Revenue Not Reported on Form 990
$19,696
Total Revenue per Audited Statements
$16,014,964
Total Revenue per Form 990
$15,995,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,454,370
Salaries, Compensation, and Employee Benefits$4,079,116
Total Fundraising Expense$100,067
Professional Fundraising Fees$80,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,306,702$82,383$4,954$2,394,039
Current Officers, Directors, Trustees, and Key Employees$604,800$18,900$6,300$630,000
Other Employee Benefits$602,106$17,135$1,904$621,145
Payroll Taxes$232,423$8,882$987$242,292
Pension Plan Contributions$184,981$5,993$666$191,640
Office Expenses$101,334$1,437-$102,771
All Other Expenses$86,420$9,862-$96,282
Fees for Services Professional Fundraising--$80,000$80,000
Occupancy$22,999$33,429$3,753$60,181
Travel$47,582$59-$47,641
Insurance$26,856$13,530$1,503$41,889
Other Expenses$37,938$2,111-$40,049
Depreciation Depletion$10,170$185-$10,355
Total Functional Expenses$14,292,379$221,040$100,067$14,613,486

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,633,182
Expenses per Audited Statements$14,613,486
Total Expenses per Form 990$14,613,486
Expenses Not Reported on Form 990$19,696
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$80,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is circulated to the board for review prior to submission to the irs.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

On an annual basis, board members are required to submit a written declaration that states whether or not an individual board member has a conflict of interest.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The executive director's compensation is reviewed by the board on an annual basis.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Key employee and officer compensation is reviewed by the board on an annual basis

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Disclosure of governing documents, policies, and financial statements are made available to the general public upon written request.also, the state and federal informational returns and audit report is posted on the illinois attorney general website and is open to the general public.

Filing and Contact Details

Filer

Filer Name
Southwest Organizing Project
EIN
36-4090773
Phone
7734718208
Address
2558 W 63RD ST 2ND, CHICAGO, IL 60629

Signing Officer

Name
Jeff Bartow
Title
Executive Director
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alberto Mosqueda
Formed
1996
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
0
Employees
34
Volunteers
200

Preparer

Firm
Wieland Wallace Inc
Address
232 S Batavia Avenue, Batavia, IL 60510
Preparer
Paul H Wieland
Phone
6304064490
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: violence prevention:swop runs the communities partnering 4 peace (cp4p) initiative in southwest chicago. Through this effort, outreach workers and case managers are connecting with individuals likely to be perpetrators or victims of shootings and help them find alternatives to violence.- people are referred to job and educational opportunities and are engaged in community improvement efforts. In addition, swop is a leader in the effort to create accountability and civilian control over the police department. Swop helped pass the ordinance creating a new police oversight process and is working to implement this effort. This work is funded by the illinois criminal justice information authority (icjia), cdph, cook county, and private foundations. The work benefits all residents of the chicago lawn and gage park communities.housing issues:the southwest chicago communities of chicago lawn, gage park, west lawn, and west elsdon were ground zero for the foreclosure crisis of 2007-08. Thousands of foreclosures were initiated, and hundreds of buildings were left vacant in the community. Swop is partnering with united power for action and justice and brinshore development to carry out the reclaiming southwest chicago campaign. Through this effort, swop and its partners are buying, rehabbing and then renting or selling the buildings as affordable housing. In addition, swop connects people to housing counseling, rental and mortgage assistance, and foreclosure prevention services. This work is funded by the illinois housing development authority (ihda), the city of chicago, private foundations, corporate donations, individual giving, and earned income. The work benefits all the families living in the 94-block target area.citizenship and immigration:southwest chicago has a large immigrant population, with many families living in dual status households. Swop works to ensure that every person is treated with dignity and respect and that they can fully participate in the public life of the community. Swop provides know your rights trainings and connections to legal services. Swop leaders are advocating at all levels of government for changes in laws and policies to support immigrant families. In addition, swop helps people apply for citizenship and connects immigrant families to needed services. This work is funded by the illinois department of human services (idhs) through the illinois coalition of immigrant and refugee acts (icirr), private foundations, and individual giving. During the current fiscal year, swop provided services to over 7,000 individuals.

Financial Statement Notes

Part X : FIN48 Footnote

the Organization is exempt from federal taxes under Section 501(c)3 of the Internal Revenue Code. Contributions to the Organization qualify as charitable contributions under Section 170(b)(1)(A). the Organization is classified as an Organization that is not a private foundation under Section 509(a)(2). the Organization's management has determined that FASB ASC 740-10, which addresses accounting for uncertainty in income taxes, has no effect on its financial statements due to the Organizations tax-exempt status.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Rental property expenses $19696

Part XII, Line 2D: Other expenses and losses per audited F/S

Rental property expenses $19696

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2LD IMMIGR ORGANIZE
IRS990/Form990PartVIISectionAGrp/TitleTxt3LD HC ORGANIZER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/MissionDesc0THE SOUTHWEST ORGANIZING PROJECT'S (SWOP) MISSION IS TO BUILD A BROAD-BASED ORGANIZATION OF CHRISTIAN, MUSLIM, AND JEWISH FAITH INSTITUTIONS, LOCAL SCHOOLS AND OTHER INSTITUTIONS IN SOUTHWEST CHICAGO, WHICH WILL ENABLE FAMILIES TO EXERCISE COMMON VALUES, DETERMINE THEIR OWN FUTURE AND CONNECT WITH EACH OTHER TO IMPROVE LIFE IN THEIR NEIGHBORHOODS. TO THIS END, LEADERS OFSWOP HAVE DEDICATED THEMSELVES TO BUILDING RELATIONSHIPS ACROSS RACIAL, ETHNIC, GENERATIONAL AND FAITH DIFFERENCES AND TO BRINGING THE COMMON CONCERNS OF THEIR INSTITUTIONSINTO THE PUBLIC LIFE OF THE COMMUNITY AS THEY DEVELOP THE CAPACITY TO ACT COLLECTIVELY AND "STAND FOR THE WHOLE."
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IRS990/PrincipalOfficerNm0ALBERTO MOSQUEDA
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IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION-RELATED ORGANIZ
IRS990/ProgramServiceRevenueGrp/Desc1GENERAL COMMU ORGANIZING
IRS990/ProgramServiceRevenueGrp/Desc2HEALTH CARE ORG
IRS990/ProgramServiceRevenueGrp/Desc3HOUSING, VIOLENCE PREV
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IRS990/ProgSrvcAccomActy2Grp/Desc0HEALTHCARE-RELATED ORGANIZING:SWOP WORKS TO ENSURE THAT EVERYONE IN SOUTHWEST CHICAGO HAS ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTHCARE. SWOP, PARTNERING WITH MANY OF ITS MEMBER INSTITUTIONS, IS A LEADER IN RESPONDING TO THE COVID-19 PANDEMIC WITH VACCINATION AND TESTING DRIVES. SWOP LEADS THE SOUTHWEST SYSTEM OF CARE (SWSOC), A COLLABORATIVE EFFORT TO ENSURE ACCESS TO NEEDED SERVICES FOR STUDENTS AND FAMILIES IN LOCAL SCHOOLS. SWOP PARTNERED WITH MARQUETTE SCHOOL OF EXCELLENCE AND ESPERANZA HEALTH CENTER TO OPEN A HEALTH CENTER AT THE SCHOOL. SWOP COMMUNITY NAVIGATORS ARE WORKING WITH FAMILIES ACROSS THE COMMUNITY TO GIVE THEM THE INFORMATION THEY NEED TO ACCESS THE HEALTHCARE SERVICES THEY NEED. THIS WORK IS FUNDED BY THE CHICAGO DEPARTMENT OF PUBLIC HEALTH (CDPH), THE cHICAGO cOOK wORKFORCE ALLIANCE, AND PRIVATE FOUNDATIONS. THIS WORK BENEFITS ALL RESIDENTS OF THE CHICAGO LAWN, GAGE PARK, WEST ELSDON, WEST LAWN, AND ASHBURN COMMUNITIES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY ORGANIZING, EDUCATION, AND TRAINING ACTIVITIES WERE PERFORMED FOR THE PURPOSE OF ACHIVING AN ECONOMICALLY STABLE, OPEN, MULTIRACIAL COMMUNITY WITHIN CHICAGO'S SOUTHWEST NEIGHBORHOODS. AT THE HEART OF SWOP'S WORK IS COMMUNITY ORGANIZING: A STRATEGY OF BUILDING RELATIONSHIPS BETWEEN PEOPLE WHO SHARE COMMON SELF-INTERESTS SO THEY CAN WORK TOGETHER TO BUILD POWER TO ACHIEVE THEIR GOALS. SWOP'S ORGANIZERS AND LEADERS WORK THROUGH MEMBER INSTITUTIONS TO CONNECT WITH PEOPLE WHO HAVE AN INTEREST IN PUBLIC LIFE. THESE ORGANIZERS AND LEADERS CONDUCT ONE TO ONE MEETINGS TO BUILD AN UNDERSTANDING OF WHAT MOTIVATES EACH PERSON AND TO INVITE THEM TO PARTICIPATE IN COLLECTIVE ACTION ON ISSUES THEY CARE ABOUT. THIS WORK IS FUNDING BY PRIVATE FOUNDATIONS, CORPORATE DONATIONS, INDIVIDUAL GIVING, AND EARNED INCOME. THIS OWRK BENEFITS THE 40,000 PEOPLE WHO ARE PART OF SWOP'S MEMBER INSTITUTIONS.
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