OWNERSHIP WORKS INC

As filed

Subsection

03

NTEE code

S19

Classification

1000

Street

209 W 29TH STREET 167

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• OWNERSHIP WORKS' CORE PROGRAMS: SINCE OUR FOUNDING IN FEBRUARY 2021, OWNERSHIP WORKS ("O.W.") HAS GENERATED STRONG MOMENTUM AROUND SHARED OWNERSHIP AND SUCCESSFULLY HARNESSED IT TO DRIVE PROGRAM ADOPTION. O.W.'S CORE PROGRAMS ARE: (1) HANDS-ON GUIDANCE TO HELP INVESTORS AND PUBLIC AND PRIVATE COMPANIES THROUGH EACH STEP IN THE PROCESS OF IMPLEMENTING A SHARED OWNERSHIP PROGRAM; AND (2) MOVEMENT BUILDING TO GENERATE A GROUNDSWELL OF INTEREST IN SHARED OWNERSHIP AMONG WORLD-CLASS BUSINESSES AND CORPORATE LEADERS. PLEASE FIND MORE DETAILS ON THESE PILLARS' KEY ACTIVITIES AND HOW THESE PILLARS INTERACT BELOW. HANDS-ON GUIDANCE: WE HELP INVESTORS AND COMPANIES IMPLEMENT HOLISTIC SHARED OWNERSHIP PROGRAMS. O.W.'S SUPPORT INCLUDES RESOURCES AND TAILORED GUIDANCE COVERING STRUCTURING AND SIZING A BROAD-BASED EMPLOYEE OWNERSHIP PLAN; FOSTERING A COMPANY CULTURE OF OWNERSHIP THAT EMPOWERS EMPLOYEES TO FEEL, THINK, AND ACT LIKE OWNERS; AND METHODS FOR ENHANCING EMPLOYEES' FINANCIAL WELLBEING TO SUPPORT WEALTH BUILDING THROUGH AND BEYOND THE OWNERSHIP PROGRAM. MOVEMENT BUILDING: THROUGH PARTNERSHIPS, EVENTS AND NETWORK-BUILDING, DATA AND INSIGHTS, STORYTELLING, AND STANDARD SETTING, WE ARE CATALYZING A GROUNDSWELL OF INTEREST IN EMPLOYEE OWNERSHIP ACROSS CORPORATE AMERICA. OWNERSHIP WORKS IS RAISING AWARENESS AND INCREASING ENGAGEMENT AMONG OUR PARTNERS AND KEY CONSTITUENCY GROUPS SPANNING FINANCIAL SERVICE FIRMS; FOUNDATIONS AND NONPROFITS; INVESTORS; LABOR ADVOCATES; PENSION FUNDS; PROFESSIONAL SERVICE PROVIDERS; AND PUBLIC COMPANIES WITH BROAD-BASED EMPLOYEE OWNERSHIP. OUR IMPACT TO DATE: 1. 38 TOTAL INVESTOR PARTNERS; OVER 100 PARTNERS TOTAL. (AS OF OCTOBER 2025) 2. 167 COMPANIES WITH BOARD-APPROVED SHARED OWNERSHIP PROGRAMS, REACHING OVER 250,000 EMPLOYEES. (AS OF OCTOBER 2025) 3. OVER 10 BILLION IN PROJECTED WEALTH GENERATED AND ALLOCATED TO WORKERS OUTSIDE OF THE C-SUITE VIA SHARED OWNERSHIP; 1.3 BILLION TOTAL WEALTH SHARED WITH WORKERS OUTSIDE OF THE C-SUITE. (AS OF OCTOBER 2025). 4. IN 2023, O.W. HOSTED TWO SUCCESSFUL IN-PERSON CONVENINGS THAT REACHED APPROXIMATELY 250 CEOS, COMPANY EXECUTIVES, INVESTORS, AND SHARED OWNERSHIP ADVOCATES. IN 2024, O.W. HOSTED ITS THIRD IN-PERSON CONVENING, A TWO-DAY EVENT WITH OVER 250 GUESTS IN ATTENDANCE, REPRESENTING 86 COMPANIES AND 33 INVESTMENT FIRMS. 5. O.W. REACHED OVER 12,700 FOLLOWERS ON LINKEDIN AND REACHED OVER 2,500 NEWSLETTER SUBSCRIBERS. (AS OF OCTOBER 2025).

  Expenses $6,649,697 · Grants $25,000 · Revenue $91,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $7,632,226

  Expenses

  $8,639,165

  Contributions

  $6,983,242

  Grants paid

  $25,000

• 2023

  Revenue

  $7,241,047

  Expenses

  $7,109,625

  Contributions

  $7,118,061

  Grants paid

  $0

• 2022

  Revenue

  $17,127,966

  Expenses

  $4,222,256

  Contributions

  $17,113,449

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $21,548,708

  Expenses

  $488,195

  Assets (EOY)

  $21,261,059

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• NATIONAL OPINION RESEARCH CENTER AT THE UNIVERSITY OF CHICAGO

  $25,000

  2024 · 2026 GSS SURVEY

Where these grants went next →

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $1,018,500

  2022 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $836,550

  2023 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $744,000

  2024 · For grant recipient's exempt purposes

• THE BLACKBAUD GIVING FUND

  $500,000

  2022 · GENERAL SUPPORT

• NEW HAMPSHIRE CHARITABLE FOUNDATION

  $500,000

  2022 · To further OW's charitable activities

• NATIONAL PHILANTHROPIC TR

  $270,000

  2024 · RELIGION

• ARES CHARITABLE FOUNDATION

  $200,000

  2023 · EDUCATE INDIVIDUALS, EMPLOYEES AND COMPANIES ABOUT THE ECONOMIC AND OTHER BENEFITS OF NROAD-BASED EMPLOYEE OWNERSHIP OF BUSINESSES AND METHODS OF ADOPTING EMPLOYEE OWNERSHIP PROGRAMS BY RESEARCHING, DEVELOPING AND CONDUCTING EDUCATIONAL ACTIVITIES

• GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC

  $200,000

  2023 · MEDICAL / PUBLIC SERVICES

• ARES CHARITABLE FOUNDATION

  $200,000

  2022 · EDUCATE INDIVIDUALS, EMPLOYEES AND COMPANIES ABOUT THE ECONOMIC AND OTHER BENEFITS OF NROAD-BASED EMPLOYEE OWNERSHIP OF BUSINESSES AND METHODS OF ADOPTING EMPLOYEE OWNERSHIP PROGRAMS BY RESERACHING, DEVELOPING AND CONDUCTING EDUCATIONAL ACTIVITIES

• ARES CHARITABLE FOUNDATION

  $200,000

  2024 · EDUCATE INDIVIDUALS, EMPLOYEES AND COMPANIES ABOUT THE ECONOMIC AND OTHER BENEFITS OF ROAD-BASED EMPLOYEE OWNERSHIP OF BUSINESSES AND METHODS OF ADOPTING EMPLOYEE OWNERSHIP PROGRAMS BY RESEARCHING, DEVELOPING AND CONDUCTING EDUCATIONAL ACTIVITIES.

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files