North Carolina Employee Ownership Center

EIN: 841779855 501(c)(3) Employment

Durham, NC

Total Revenue
$320,891
Total Expenses
$224,741
Total Assets
$274,676
Net Assets
$269,254
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2019
Principal Officer
MERALD HOLLOWAY
Phone
9193391611
Tax Period
2025-01-01 to 2025-12-31

North Carolina Employee Ownership Center, founded in 2019, is a small nonprofit in the Employment sector that reported $321K in total revenue in fiscal year 2025. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 30% operating margin.

Mission

THE NORTH CAROLINA EMPLOYEE OWNERSHIP CENTER IS AN EDUCATIONAL NONPROFIT WHOSE MISSION IS TO PROTECT JOBS, INCREASE COMMUNITY WEALTH, AND CREATE A MORE VIBRANT, INCLUSIVE ECONOMY THROUGH EMPLOYEE OWNERSHIP.

Program Service Accomplishments

Program 1
Expenses: $115,779 Revenue: $12,500

THE NORTH CAROLINA EMPLOYEE OWNERSHIP CENTER (NCEOC) SEEKS TO EXPAND THE NUMBER OF EMPLOYEE OWNED BUSINESSES IN NORTH CAROLINA. WE DO THIS THROUGH EDUCATING BUSINESS OWNERS, TRUSTED ADVISORS AND...

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THE NORTH CAROLINA EMPLOYEE OWNERSHIP CENTER (NCEOC) SEEKS TO EXPAND THE NUMBER OF EMPLOYEE OWNED BUSINESSES IN NORTH CAROLINA. WE DO THIS THROUGH EDUCATING BUSINESS OWNERS, TRUSTED ADVISORS AND OTHER SUPPORTERS AS WELL AS SUPPORTING BUSINESS OWNERS AS THEY CONTEMPLATE THEIR EXIT PLAN OR CONSIDER OTHER REASONS TO CONVERT SOME OF ALL OF THEIR BUSINESS TO EMPLOYEE OWNERSHIP. WE FORMALIZED A PARTNERSHIP CALLED ROOTS WHICH INCLUDES: MOUNTAIN BIZWORKS AND THE INDUSTRIAL COMMONS TO HELP SUPPORT SMALL AND MEDIUM SIZED BUSINESS OWNERS IN WESTERN NORTH CAROLINA WHERE THE NEED IS EXACERBATED BY HURRICANE HELENE EFFECTS. 2025 ACTIVITIES: -CONDUCTED 40 PRESENTATIONS WITH OVER 600 ATTENDEES, -HAD 130 MEETINGS WITH POTENTIAL PARTNERS -SPOKE OR EXHIBITED AT 5 CONFERENCES -MET WITH 10 BUSINESS OWNERS LOOKING AT CONVERTING TO EMPLOYEE OWNED BUSINESS MODELS -REFERRED 7 BUSINESSES TO SERVICE PROVIDERS TO HELP THEM ACHIEVE THEIR GOALS -CONDUCTED 2 "AMBASSADOR" WEBINAR SERIES -OFFERED 3 CE CREDIT SESSIONS FOR EXIT PLANNERS, FINANCIAL PLANNERS AND ADVISORS -HELD SEVERAL "LUNCH AND LEARN" SESSIONS WITH BANKERS, SBTDC REGIONAL OFFICES AND ENTREPRENEURIAL INCUBATORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $304,829
Program Service Revenue $12,500
Investment Income $312
Other Revenue $3,250
TOTAL REVENUE $320,891

Expense Breakdown

Grants Paid $0
Salaries & Benefits $89,267
Fundraising Expenses $39,004
Program Expenses $115,779
Other Expenses $117,474
TOTAL EXPENSES $224,741

Year-over-Year Comparison

2025 2024 Change
Revenue $320,891 $165,426 +0.9%
Expenses $224,741 $216,156 +0.0%
Net Income $96,150 $-50,730 -2.9%
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

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Governance

Voting Members
9
Independent Members
9
Employees
3
Volunteers
N/A

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
4
$0
Total Directors
6
$66,667
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ILLA BURBANK Executive Dir. 40.00
Director
$66,667 $0 $66,667
PATRICK MCHUGH Trustee 1.00
Director
$0 $0 $0
GALE MARETT Trustee 1.00
Director
$0 $0 $0
ZARIN KRESGE Trustee 1.00
Director
$0 $0 $0
ANDREW FOSTER Trustee 1.00
Director
$0 $0 $0
PAMELA COLLEY Trustee 1.00
Director
$0 $0 $0
MERALD HOLLOWAY Chairman 1.00
Officer
$0 $0 $0
LA-TASHA BEST-GADDY Treasurer 1.50
Officer
$0 $0 $0
COLIN KISER Vice President 1.00
Officer
$0 $0 $0
AARON DAWSON Secretary 1.00
Officer
$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 $320,891 $224,741 $274,676 $96,150
2024 $165,426 $216,156 $173,399 $-50,730
2023 $249,602 $156,594 $219,318 $93,008
2022 $215,810 $149,324 $124,456 $66,486
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