Totals
- Total revenue
- $17,127,966
- Total expenses
- $4,222,256
- Contributions and grants received
- $17,113,449
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $14,229
- Other revenue
- $288
- Total assets, end of year
- $34,611,430
- Total liabilities, end of year
- $647,017
- Net assets or fund balances, end of year
- $33,964,413
- Program services expenses (Part IX)
- $2,716,432
- Management and general expenses
- $954,600
- Fundraising expenses
- $551,224
- Program service expenses (Part III)
- $2,716,432
Program services were 64.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$17,113,449
-
1g · Noncash contributions included above
$44,267
-
3 · Investment income
total $14,229 · excluded $14,229
-
11a · Other revenue: OTHER REVENUE
total $288 · related or exempt $288
-
11e · Other revenue, total
$288
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $556,817 · program services $389,772 · management and general $111,363 · fundraising $55,682
-
7 · Other salaries and wages
total $1,399,362 · program services $854,972 · management and general $244,278 · fundraising $300,112
-
8 · Pension plan contributions
total $79,232 · program services $49,916 · management and general $14,262 · fundraising $15,054
-
9 · Other employee benefits
total $75,015 · program services $46,914 · management and general $13,403 · fundraising $14,698
-
10 · Payroll taxes
total $119,678 · program services $76,872 · management and general $21,964 · fundraising $20,842
-
11c · Fees: accounting
total $34,400 · management and general $34,400
-
11g · Fees: other
total $1,330,860 · program services $1,047,073 · management and general $174,796 · fundraising $108,991
-
13 · Office expenses
total $14,003 · program services $9,802 · management and general $2,801 · fundraising $1,400
-
16 · Occupancy
total $147,117 · program services $102,982 · management and general $29,423 · fundraising $14,712
-
17 · Travel
total $62,320 · program services $43,624 · management and general $12,464 · fundraising $6,232
-
22 · Depreciation, depletion and amortization
total $9,280 · program services $6,496 · management and general $1,856 · fundraising $928
-
23 · Insurance
total $22,148 · program services $15,504 · management and general $4,430 · fundraising $2,214
-
24a · Other expenses: BAD DEBTS
total $268,445 · management and general $268,445
-
24b · Other expenses: DUES AND SUBSCRIPTION
total $61,755 · program services $43,229 · management and general $12,351 · fundraising $6,175
-
24c · Other expenses: OTHER EXPENSES
total $37,136 · program services $25,994 · management and general $7,426 · fundraising $3,716
-
24d · Other expenses: MEALS AND ENTERTAINMENT
total $4,688 · program services $3,282 · management and general $938 · fundraising $468
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,537,010 · end of year $8,933,193
-
3 · Pledges and grants receivable
beginning of year $18,414,666 · end of year $25,084,008
-
10a · Land, buildings and equipment: cost or other basis
$29,361
-
10b · Land, buildings and equipment: accumulated depreciation
$8,830
-
10c · Land, buildings and equipment, net
beginning of year $9,592 · end of year $20,531
-
11 · Investments: publicly traded securities
beginning of year $491 · end of year $42,956
-
15 · Other assets
beginning of year $299,300 · end of year $530,742
-
17 · Accounts payable and accrued expenses
beginning of year $200,554 · end of year $647,017
-
27 · Net assets without donor restrictions
beginning of year $21,060,505 · end of year $33,964,413
Mission and programs · 2022
Mission
PLEASE REFER TO PART I LINE 1
Activities or mission (Part I)
PART I, LINE 1 & PART, III LINE 1 - THE NONPROFIT'S MISSION IS TO RESEARCH, EDUCATE AND INFORM ABOUT THE BENEFITS OF AND METHODS TO ACHIEVE EMPLOYEE OWNERSHIP OF BUSINESSES IN ORDER TO ALIGN EMPLOYEES- AND OWNERS' INTERESTS AND CREATE WEALTH-BUILDING OPPORTUNITIES FOR LOW- AND MODERATE-INCOME WORKERS.
-
OWNERSHIP WORKS WAS FOUNDED IN 2021 TO SCALE SHARED OWNERSHIP AS A MEANS OF ADDRESSING ECONOMIC INSECURITY AMONG EMPLOYEES,NARROWING THE RACIAL AND GENDER WEALTH GAPS, AND STRENGTHENING COMPANIES AND COMMUNITIES IN THE PROCESS. IN PARTNERSHIP WITH THE PRIVATE AND NONPROFIT SECTORS, WE HELP EMPLOYEES GAIN ACCESS TO FINANCIAL OPPORTUNITY, EDUCATION, AND SERVICES THROUGH HOLISTIC BROAD-BASED EMPLOYEE OWNERSHIP PROGRAMS.
Expenses $2,716,432
As filed on the 2022 return.
Listed in Part VII
-
Anna-Lisa MillerANNA-LISA MILLER
VICE PRESIDE
- Total calculated
- $319,519
- From this org
- $294,431
- From related orgs
- $0
- Other
- $25,088
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $294,431
- Bonus
- not reported
- Other
- not reported
- Deferred
- $16,520
- Nontaxable benefits
- $8,568
- Filer's total
- $319,519
-
Tara Marie RyanTARA MARIE RYAN
DIR., MARKET
- Total calculated
- $237,298
- From this org
- $213,267
- From related orgs
- $0
- Other
- $24,031
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,267
- Bonus
- not reported
- Other
- not reported
- Deferred
- $12,491
- Nontaxable benefits
- $11,540
- Filer's total
- $237,298
-
Michael Thomas McHughMICHAEL THOMAS MCHUGH
PRINCIPAL
- Total calculated
- $150,604
- From this org
- $135,000
- From related orgs
- $0
- Other
- $15,604
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,036
- Nontaxable benefits
- $8,568
- Filer's total
- $150,604
-
Alex KaufmanALEX KAUFMAN
MANAGER
- Total calculated
- $150,993
- From this org
- $135,000
- From related orgs
- $0
- Other
- $15,993
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,425
- Nontaxable benefits
- $8,568
- Filer's total
- $150,993
-
Fabian Alex RodriguezFABIAN ALEX RODRIGUEZ
DIR., BUSINE
- Total calculated
- $150,699
- From this org
- $133,099
- From related orgs
- $0
- Other
- $17,600
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,099
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,032
- Nontaxable benefits
- $8,568
- Filer's total
- $150,699
-
Melissa BukuruMELISSA BUKURU
PRINCIPAL
- Total calculated
- $147,033
- From this org
- $127,500
- From related orgs
- $0
- Other
- $19,533
- Hours/week
- 40
-
Ronald BlakeRONALD BLAKE
CONTROLLER
- Total calculated
- $128,216
- From this org
- $113,846
- From related orgs
- $0
- Other
- $14,370
- Hours/week
- 40
-
Peter StavrosPETER STAVROS
PRESIDENT AN
- Total calculated
- $0
- Hours/week
- 5
-
John DanhaklJOHN DANHAKL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Thomas Naratil From 0522THOMAS NARATIL FROM 0522
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1
-
Vicente ReynalVICENTE REYNAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Nate TaylorNATE TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Mario Giannini From 0322MARIO GIANNINI FROM 0322
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Maryanne Hancock From 0322MARYANNE HANCOCK FROM 0322
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
James Neary From 0322JAMES NEARY FROM 0322
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Leela Ramnath From 0322LEELA RAMNATH FROM 0322
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Todd Sisitsky From 0322TODD SISITSKY FROM 0322
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Wilma Liebman From 0522WILMA LIEBMAN FROM 0522
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Sarita Gupta From 1122SARITA GUPTA FROM 1122
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Naureen Hassan From 1122NAUREEN HASSAN FROM 1122
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Gyulnara Julia Akhmedova Up To 0322GYULNARA JULIA AKHMEDOVA UP TO 0322
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1
-
Ashi Varia Up To 0322ASHI VARIA UP TO 0322
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343149349304629
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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