EMPLOYEE OWNERSHIP EXPANSION NETWORK (EIN 832849677) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

STEVE STORKAN

Phone

6513191874

Tax Period

2024-07-01 to 2025-06-30

EMPLOYEE OWNERSHIP EXPANSION NETWORK, founded in 2018, is a small nonprofit in the Employment sector that reported $317K in total revenue in fiscal year 2018. The organization ran a surplus of $158K, a strong 50% operating margin.

Mission

TO INCREASE THE NUMBER OF EMPLOYEE-OWNED ENTERPRISES ACROSS THE UNITED STATES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,376,564

Program Service Revenue $235,091

Investment Income $21,740

Other Revenue $0

TOTAL REVENUE $4,633,395

Expense Breakdown

Grants Paid $816,295

Salaries & Benefits $593,302

Fundraising Expenses $291,771

Program Expenses $1,383,770

Other Expenses $369,919

TOTAL EXPENSES $1,860,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,633,395	$2,018,609	+1.3%
Expenses	$1,860,876	$1,394,303	+0.3%
Net Income	$2,772,519	$624,306	+3.4%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$173,773

Total Directors

$173,773

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE STORKAN	EXECUTIVE DIRECTOR & SECRETARY	40.00	Officer Director	$150,900	$22,873	$173,773
NEIL BROZEN	TREASURER	1.00	Officer Director	$0	$0	$0
KEN BAKER	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAMES STEIKER	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
ADRIA SCHARF	BOARD MEMBER	1.00	Director	$0	$0	$0
CECIL URSPRUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE MONTESANO	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILIP REEVES	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY TILL	BOARD 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
2025	$4,633,395	$1,860,876	$3,744,099	$2,772,519
2024	No data	No data	No data	No data
2023	$652,823	$865,849	$252,837	$-213,026
2022	$509,132	$923,679	$448,140	$-414,547
2021	$618,974	$491,653	$702,382	$127,321
2020	$530,750	$323,674	$410,524	$207,076
2019	$316,649	$158,239	$168,903	$158,410

EMPLOYEE OWNERSHIP EXPANSION NETWORK