New York · Nonprofit
OWNERSHIP WORKS INC
OWNERSHIP WORKS INC (New York) receives grants from 23 organizations whose IRS filings report $13,872,999 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($4,137,550). 15 of them have funded it in more than one year.
- Revenue FY2024
- $7.6M
- Funders on record
- 23
- Grants received
- $14M
- Net assets
- $33M
What Ownership Works Inc does
Mission
Please refer to part I line 1
As stated on its FY2024 Form 990.
Program
Ownership works' core programs: since our founding in february 2021, ownership works ("o.w.") has generated strong momentum around shared ownership and successfully harnessed it to drive program adoption. O.w.'s core programs are: (1) hands-on guidance to help investors and public and private companies through each step in the process of implementing a shared ownership program; and (2) movement building to generate a groundswell of interest in shared ownership among world-class businesses and corporate leaders. Please find more details on these pillars' key activities and how these pillars interact below. Hands-on guidance: we help investors and companies implement holistic shared ownership programs. O.w.'s support includes resources and tailored guidance covering structuring and sizing a broad-based employee ownership plan; fostering a company culture of ownership that empowers employees to feel, think, and act like owners; and methods for enhancing employees' financial wellbeing to support wealth building through and beyond the ownership program. Movement building: through partnerships, events and network-building, data and insights, storytelling, and standard setting, we are…
$6,649,697 spentof which $25,000 as grants$91,000 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $6,649,697.
The organization over time
Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $21M to $35M (+63%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
91% of OWNERSHIP WORKS INC’s revenue is contributions — more donation-reliant than the typical peer (61% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 4 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2021 → 2023: the base broadened from 4 funders to 16 funders, grant income rose $1.1M → $4.2M.
7 of 23 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 44% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of OWNERSHIP WORKS INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
OWNERSHIP WORKS INC has a broad base — no single funder exceeds 30% of grant income, and it takes 4 funders to reach half.
the vertical line marks half of all grant income — 4 funders to its left
50% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund OWNERSHIP WORKS INC.
Largest funder’s share by year: 2021 65% · 2022 34% · 2023 24% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
OWNERSHIP WORKS INC draws 51% of its grant income from funders outside New York, across 8 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $6.2M arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
OWNERSHIP WORKS INC holds deeper cash reserves than three-quarters of the 4,203 community improvement nonprofits its size.
this organization peer median middle 50% of peers· 4,203 community improvement nonprofits $1M–$10M, FY2024
Organizations like OWNERSHIP WORKS INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In New York
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
77% of spending goes to programs.
Governance
Footprint & structure
Files a return copy in 34 states
Screen this organization
A dated, signed PDF of the compliance screen for OWNERSHIP WORKS INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds OWNERSHIP WORKS INC?
- OWNERSHIP WORKS INC (New York) receives grants from 23 organizations whose IRS filings report $13,872,999 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($4,137,550). 15 of them have funded it in more than one year.
- How many funders does OWNERSHIP WORKS INC have?
- IRS filings report 23 organizations giving $13,872,999 in grants to OWNERSHIP WORKS INC, 15 of which have funded it in more than one year.
- Who is the largest funder of OWNERSHIP WORKS INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $4,137,550 in grants. The full list of funders is on this page.
- How can an organization like OWNERSHIP WORKS INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2021–2024), and the filings of 23 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing