THE EMPLOYEE OWNERSHIP FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

THE EMPLOYEE OWNERSHIP FOUNDATION INC

EIN 52-1739193 · Federated Giving Programs (T70)

What they do

THE EMPLOYEE OWNERSHIP FOUNDATIONS PRIMARY PURPOSE is to SUPPORT PROGRAMS THAT WILL INCREASE THE LEVEL of AWARENESS and APPRECIATION of THE BENEFITS of EMPLOYEE OWNERSHIP and INCREASE THE NUMBER of EMPLOYEES WHO HAVE ACCESS to THIS BENEFIT.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.40 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 leaders13 people are listed in the latest report.

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

Money made simple

82.61%of revenue went to mission work80.4% of expenses · Program services

3.57%of revenue went to fundraising3.5% of expenses

$102.78spent for every $100 of revenueSpending was higher than revenue this year.

16.60%of revenue went to management and office costs16.2% of expenses

$1.71in assets for every $1 spent this yearSome assets cannot be spent right away.

60.1%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.

Worth asking: Expenses exceeded revenue by $41,100 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $141,246 for KRISTIE MARK (CHIEF OPERATING OFFICER). 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$1,481,008

Mission workProgram services$1,223,40482.61% of revenue80.4% of expenses

ManagementOffice and general costs$245,84216.60% of revenue16.2% of expenses

FundraisingAsking for donations$52,8623.57% of revenue3.5% of expenses

Total expenses$1,522,108102.78% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 80.4% mission · 16.2% management · 3.5% fundraisingTotal expenses: 102.78% of revenue

2023Expense mix: 82.3% mission · 14.2% management · 3.5% fundraisingTotal expenses: 85.10% of revenue

2022Expense mix: 86.3% mission · 13.7% management · 0.0% fundraisingTotal expenses: 82.53% of revenue

2021Expense mix: 65.1% mission · 28.5% management · 6.4% fundraisingTotal expenses: 100.70% of revenue

2020Expense mix: 58.1% mission · 33.9% management · 8.0% fundraisingTotal expenses: 162.17% of revenue

2019Expense mix: 54.3% mission · 31.0% management · 14.7% fundraisingTotal expenses: 128.53% of revenue

2018Expense mix: 75.8% mission · 20.3% management · 4.0% fundraisingTotal expenses: 146.14% of revenue

2017Expense mix: 66.7% mission · 26.5% management · 6.8% fundraisingTotal expenses: 113.71% of revenue

Money in and money out

Revenue$1,481,008

Expenses$1,522,108

Annual shortfall $41,100 Expenses were higher than revenue 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)$1,223,404 · 80.4% of expenses

Management and office costs$245,842 · 16.2% of expenses

Fundraising$52,862 · 3.5% of expenses

See all reported dollar amounts

Revenue$1,481,008

Expenses$1,522,108

Assets$2,608,748

Income$1,690,336

Contributions$889,366

Mission work (program services)$1,223,404

Fundraising$52,862

Grants given$1,220,552

Average grant$101,713

Management and general$245,842

Stocks and bonds$1,851,142

Accounting fees$17,365

Investing fees$9,309

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

KRISTIE MARKCHIEF OPERATING OFFICER · 10 hrs/week $141,246Base $84,662 · Other $56,584

JAMES BONHAMPRESIDENT & CEO · 5 hrs/week $110,426Base $72,513 · Other $37,913

DANIELLE DUFFYSENIOR DIRECTOR OF OPERATIONS · 9 hrs/week $56,197Base $30,000 · Other $26,197

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 (13)

KRISTIE MARKCHIEF OPERATING OFFICER

JAMES BONHAMPRESIDENT & CEO

DANIELLE DUFFYSENIOR DIRECTOR OF OPERATIONS

ALI JAMSHIDIMEMBER

BECKY STREFFCHAIR SRCC

CARA BENNINGFIELDMEMBER

CONNIE BURNETTEMEMBER

DAVID FITZ-GERALDCHAIR

GARY SHORMANMEMBER

KAREN ELLISCHAIR - ASSOCIATION

LORI STUARTMEMBER - UNTIL 4/2024

ROBYN POLLINAMEMBER - UNTIL 4/2024

STEVE EARLESECRETARY/TREASURER

About this charity

Recognized since: January 1994
Location: 200 MASSACHUSETTS AVE NW STE 410, WASHINGTON, DC 20001-5657
County: District of Columbia
In care of: JAMES J BONHAM
Primary officer: JAMES J BONHAM, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@employeeownershipfoundation.org Phone(202) 293-2971

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CBIZ ADVISORS LLC
NTEE classification: Federated Giving Programs (T70)
IRS tax category: Federated Giving Programs
Grant-giving organization: Yes