NATIONAL CENTER FOR EMPLOYEE OWNERSHIP Charity Report

Public IRS 990 nonprofit record

NATIONAL CENTER FOR EMPLOYEE OWNERSHIP

EIN 52-1210536 · Alliances & Advocacy - Education (B01)

What they do

The NCEO is A Self-sustaining Nonprofit Organization That Provides Practical Resources and Objective, Reliable Information About Employee Ownership to Businesses, Employees, and The Public.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $62.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

58.43%of revenue went to mission work62.4% of expenses · Program services

0.65%of revenue went to fundraising0.7% of expenses

$92.02spent for every $100 of revenueRevenue covered expenses this year.

34.57%of revenue went to management and office costs36.9% of expenses

$0.89in assets for every $1 spent this yearSome assets cannot be spent right away.

32.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $193,979 for LOREN RODGERS (EXEC DIR/SECTRY). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,275,433

Mission workProgram services$3,082,33458.43% of revenue62.4% of expenses

ManagementOffice and general costs$1,823,64234.57% of revenue36.9% of expenses

FundraisingAsking for donations$34,1180.65% of revenue0.7% of expenses

Revenue left after expensesReported annual surplus$335,3396.36% of revenueShown in gray on the chart

Total expenses$4,940,09493.64% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 62.4% mission · 36.9% management · 0.7% fundraisingTotal expenses: 93.64% of revenue

2023Expense mix: 61.2% mission · 38.1% management · 0.7% fundraisingTotal expenses: 95.12% of revenue

2022Expense mix: 59.5% mission · 39.8% management · 0.7% fundraisingTotal expenses: 93.31% of revenue

2021Expense mix: 60.2% mission · 38.8% management · 1.0% fundraisingTotal expenses: 77.38% of revenue

2020Expense mix: 54.9% mission · 44.5% management · 0.6% fundraisingTotal expenses: 93.94% of revenue

2019Expense mix: 69.5% mission · 30.2% management · 0.3% fundraisingTotal expenses: 100.40% of revenue

2018Expense mix: 73.8% mission · 24.7% management · 1.5% fundraisingTotal expenses: 97.80% of revenue

2017Expense mix: 78.4% mission · 19.7% management · 1.9% fundraisingTotal expenses: 105.96% of revenue

Money in and money out

Revenue$5,368,786

Expenses$4,940,094

Annual surplus $428,692 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,082,334 · 62.4% of expenses

Management and office costs$1,823,642 · 36.9% of expenses

Fundraising$34,118 · 0.7% of expenses

See all reported dollar amounts

Revenue$5,368,786

Expenses$4,940,094

Assets$4,396,689

Income$5,425,299

Contributions$1,717,190

Mission work (program services)$3,082,334

Fundraising$34,118

Grants given$50,000

Average grant$50,000

Management and general$1,823,642

Stocks and bonds$2,732,943

Accounting fees$22,050

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LOREN RODGERSEXEC DIR/SECTRY · 40 hrs/week $193,979Base $175,294 · Other $18,685

SCOTT RODRICKBOARD/STAFF · 40 hrs/week $171,512Base $150,213 · Other $21,299

NANCY WIEFEKRESEARCH DIRECTOR · 40 hrs/week $166,130Base $148,316 · Other $17,814

MICHELLE CRONINDIR. OF FIN/OP. · 40 hrs/week $157,756Base $134,238 · Other $23,518

LINDSAY ISAACEDUCATION DIRECTOR · 40 hrs/week $127,342Base $115,503 · Other $11,839

RAMONA BROOKSMEMBERSHIP DIR. · 40 hrs/week $124,498Base $113,989 · Other $10,509

MEGAN BONWELLEVENT MANAGER · 40 hrs/week $119,767Base $110,163 · Other $9,604

ELIZABETA SHIFRINRESEARCH PROJ MGR · 40 hrs/week $113,243Base $110,051 · Other $3,192

TIMOTHY GARBINSKYSTAFF APPTD DIR · 40 hrs/week $100,472Base $97,536 · Other $2,936

COREY ROSENEXEC COMMITTEE · 40 hrs/week $25,299Base $24,529 · Other $770

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

LOREN RODGERSEXEC DIR/SECTRY

SCOTT RODRICKBOARD/STAFF

NANCY WIEFEKRESEARCH DIRECTOR

MICHELLE CRONINDIR. OF FIN/OP.

LINDSAY ISAACEDUCATION DIRECTOR

RAMONA BROOKSMEMBERSHIP DIR.

MEGAN BONWELLEVENT MANAGER

ELIZABETA SHIFRINRESEARCH PROJ MGR

TIMOTHY GARBINSKYSTAFF APPTD DIR

COREY ROSENEXEC COMMITTEE

SCOTT MILLERBOARD MEMBER

RICHARD ARMSTRONBOARD MEMBER

LORI ATONEBOARD MEMBER

SUSAN KILDAHLBOARD MEMBER

TED BECKERBOARD MEMBER

TODD LEVERETTEBOARD MEMBER

VICTOR ASPENGRENBOARD MEMBER

MIKE MALLAROBOARD MEMBER

LINSHUANG LUBOARD MEMBER

KERRY SIGGINSBOARD MEMBER

JENNIFER BRIGGSCHAIR

HUGH REYNOLDSBOARD MEMBER

HOWARD KAPLANBOARD MEMBER

HAYDEE CALDEROBOARD MEMBER

DONALD ROMINEBOARD MEMBER

DANIEL GOLDSTEINBOARD MEMBER

DAN MARKOWITZBOARD MEMBER

About this charity

Recognized since: January 1981
Location: 440 N BARRANCA AVE 3554, COVINA, CA 91723-1722
County: Los Angeles
In care of: Loren Rodgers
Primary officer: Loren Rodgers, Executive Dir.

How to reach them

WebsiteVisit the charity’s website Phone(510) 208-1318

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CROSBY & KANEDA CPAS LLP
NTEE classification: Alliances & Advocacy - Education (B01)
IRS tax category: Alliances & Advocacy - Education
Grant-giving organization: Yes