THE EMPLOYEE OWNERSHIP FOUNDATION INC

EIN: 521739193 501(c)(3)

WASHINGTON, DC

Total Revenue
$1,094,472
Total Expenses
$931,420
Total Assets
$2,116,576
Net Assets
$2,058,694
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
DC
Principal Officer
JAMES J BONHAM
Phone
2022932971
Tax Period
2023-01-01 to 2023-12-31

THE EMPLOYEE OWNERSHIP FOUNDATION INC, founded in 1991, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $931K left a modest 15% surplus.

Mission

THE EMPLOYEE OWNERSHIP FOUNDATION'S (EOF'S) PRIMARY PURPOSE IS TO INCREASE THE NUMBER OF EMPLOYEE OWNED BUSINESSES THROUGH AWARENESS, RESEARCH AND PUBLIC OUTREACH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $754,806
Program Service Revenue $307,976
Investment Income $31,690
Other Revenue $0
TOTAL REVENUE $1,094,472

Expense Breakdown

Grants Paid $44,183
Salaries & Benefits $0
Fundraising Expenses $32,801
Program Expenses $766,427
Other Expenses $887,237
TOTAL EXPENSES $931,420

Year-over-Year Comparison

2023 2022 Change
Revenue $1,094,472 $1,180,740 -0.1%
Expenses $931,420 $974,441 0.0%
Net Income $163,052 $206,299 -0.2%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
50

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$583,863
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES BONHAM PRESIDENT & CEO 5.00
Officer
$68,880 $32,820 $583,863
KRISTIE MARK COO 10.00
Highest
$76,522 $35,601 $341,689
DAVID FITZ-GERALD CHAIR - AS OF 5/2023 1.00
Officer Director
$0 $0 $0
CINDY TURCOT IMMEDIATE PAST CHAIR - AS OF 5/2023 1.00
Officer Director
$0 $0 $0
MARK LOMELE IMMEDIATE PAST CHAIR - UNTIL 4/2023 1.00
Officer Director
$0 $0 $0
STEVE EARLE SECRETARY/TREASURER - AS OF 5/2023 1.00
Officer Director
$0 $0 $0
DERRICK VICK SECRETARY/TREASURER - UNTIL 4/2023 1.00
Officer Director
$0 $0 $0
ALI JAMSHIDI MEMBER 1.00
Director
$0 $0 $0
KAREN L ELLIS CHAIR - ASSOCIATION 1.00
Director
$0 $0 $0
ROBYN POLLINA MEMBER 1.00
Director
$0 $0 $0
GARY SHORMAN MEMBER 1.00
Director
$0 $0 $0
BECKY STREFF CHAIR SRCC 1.00
Director
$0 $0 $0
LORI STUART MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,094,472 $931,420 $2,116,576 $163,052
2022 $1,180,740 $974,441 $2,004,676 $206,299
2021 $967,342 $974,150 $1,905,434 $-6,808
2020 $510,751 $828,308 $1,865,630 $-317,557
2019 $627,949 $807,118 $2,192,873 $-179,169
2018 $723,215 $1,056,871 $2,062,809 $-333,656
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