OWNERSHIP WORKS INC (EIN 862054001) - Form 990 Financial Analysis & Trantor Score

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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

2021

Legal Domicile

Principal Officer

PETER STAVROS

Phone

2126002093

Tax Period

2023-01-01 to 2023-12-31

OWNERSHIP WORKS INC, founded in 2021, is a community nonprofit in the Community Improvement sector that reported $7.2M in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Net assets of $34.1M represent 57 months of operating reserves.

Mission

PART I, LINE 1 & PART, III LINE 1 - THE NONPROFIT'S MISSION IS TO RESEARCH, EDUCATE AND INFORM ABOUT THE BENEFITS OF AND METHODS TO ACHIEVE EMPLOYEE OWNERSHIP OF BUSINESSES IN ORDER TO ALIGN EMPLOYEES- AND OWNERS' INTERESTS AND CREATE WEALTH-BUILDING OPPORTUNITIES FOR LOW AND MODERATE-INCOME WORKERS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,118,061

Program Service Revenue $10,000

Investment Income $112,986

Other Revenue $0

TOTAL REVENUE $7,241,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,361,120

Fundraising Expenses $665,793

Program Expenses $5,421,135

Other Expenses $2,748,505

TOTAL EXPENSES $7,109,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,241,047	$17,127,966	-0.6%
Expenses	$7,109,625	$4,222,256	+0.7%
Net Income	$131,422	$12,905,710	-1.0%

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

$507,845

Total Directors

$507,845

Key Employees

$264,680

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA-LISA MILLER	VICE PRESIDE	40.00	Officer Director	$477,837	$30,008	$507,845
RONALD BLAKE	DIR., FINANC	40.00	Key Emp	$235,874	$28,806	$264,680
SAPNA HARICHAND UP TO 81523	DIR. OWNERSH	40.00	Highest	$214,464	$8,766	$223,230
STACY KOWSZ	MANAGER, BUS	40.00	Highest	$211,039	$23,406	$234,445
MELISSA BUKURU	PRINCIPAL	40.00	Highest	$198,506	$26,281	$224,787
DAVID D MACKINNON	SR DIR, BUS	40.00	Highest	$196,137	$22,537	$218,674
ALEX KAUFMAN	MANAGER, BUS	40.00	Highest	$190,437	$21,164	$211,601
PETER STAVROS	PRESIDENT AN	5.00	Officer Director	$0	$0	$0
THOMAS NARATIL	TREASURER	0.10	Officer Director	$0	$0	$0
VICENTE REYNAL	DIRECTOR	0.10	Director	$0	$0	$0
NATE TAYLOR	DIRECTOR	0.10	Director	$0	$0	$0
JOHN DANHAKL	DIRECTOR	0.10	Director	$0	$0	$0
MARIO GIANNINI	DIRECTOR	0.10	Director	$0	$0	$0
MARYANNE HANCOCK	DIRECTOR	0.10	Director	$0	$0	$0
JAMES NEARY	DIRECTOR	0.10	Director	$0	$0	$0
LEELA RAMNATH	DIRECTOR	0.10	Director	$0	$0	$0
TODD SISITSKY	DIRECTOR	0.10	Director	$0	$0	$0
WILMA LIEBMAN	DIRECTOR	0.10	Director	$0	$0	$0
SARITA GUPTA	DIRECTOR	0.10	Director	$0	$0	$0
NAUREEN HASSAN	DIRECTOR	0.10	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	$7,241,047	$7,109,625	$36,634,563	$131,422
2022	$17,127,966	$4,222,256	$34,611,430	$12,905,710
2021	$21,548,708	$488,195	$21,261,059	$21,060,513

OWNERSHIP WORKS INC