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Washington, D.C. · Nonprofit

THE EMPLOYEE OWNERSHIP FOUNDATION INC

THE EMPLOYEE OWNERSHIP FOUNDATION INC (Washington, D.C.) receives grants from 11 organizations whose IRS filings report $417,650 to it, the largest being ROBERT E AND PATRICIA SCHMIDT FOUNDATION ($140,000). 7 of them have funded it in more than one year.

Revenue FY2024
$1.5M
Funders on record
11
Grants received
$418k
Net assets
$2.0M
7/11 repeat funderspeak grant-dependency 10%
01What it does

What The Employee Ownership Foundation Inc does

Mission

The employee ownership foundation's primary purpose is to support programs that will increase the level of awareness and appreciation of the benefits of employee ownership and increase the number of employees who have access to this benefit.

As stated on its FY2024 Form 990.

Programs

  1. The foundation was the lead sponsor of the 9th annual oxford symposium on employee ownership. The symposium is an annual gathering of top leaders, stakeholders, and government officials in the international employee ownership movement from more than 20 countries. The 2 day program was held at oxford university, the over 80 attendees included government officials, practioners, and employee owners.

    $325,071 spentof which $13,132 as grants$48,525 earned by the program
    27% of program spending
  2. The foundation sponsors a certificate program, that is co-sponsored with the university of pennsylvania's school of social policy and practice, for ceo's and ceo designees of employee owned companies. The program invoices 9 days over two weeks of classroom work led by faculty of the university of pennsylvania, and with sessions led by prominent faculty members of other major academic universities located in the eastern part of the us.

    $152,392 spent$315,000 earned by the program
    12% of program spending
  3. The foundation sponsors the esop employee accelerator program to develop culture of ownership among employees. This one-day program teaches lifelong business and esop knowledge and helps employees think and act like the owners.

    $33,029 spent$50,400 earned by the program
    3% of program spending
  4. The foundation sponsors various events and scholarships.

    $712,912 spentof which $66,551 as grants$29,700 earned by the program
    58% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,223,404.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($635k) Expenses 100 ($723k) Net assets 100 ($2.3M)2018 Revenue 114 ($723k) Expenses 146 ($1.1M) Net assets 82 ($1.9M)2019 Revenue 99 ($628k) Expenses 112 ($807k) Net assets 85 ($2.0M)2020 Revenue 80 ($511k) Expenses 115 ($828k) Net assets 76 ($1.7M)2021 Revenue 152 ($967k) Expenses 135 ($974k) Net assets 76 ($1.8M)2022 Revenue 186 ($1.2M) Expenses 135 ($974k) Net assets 73 ($1.7M)2023 Revenue 172 ($1.1M) Expenses 129 ($931k) Net assets 89 ($2.1M)2024 Revenue 233 ($1.5M) Expenses 211 ($1.5M) Net assets 87 ($2.0M)
'17'18'19'20'21'22'23'24
Revenue (233)Expenses (211)Net assets (87)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $2.1M to $2.6M (+23%).

$2.3M
$2.1M
$2.2M
$1.9M
$1.9M
$2.0M
$2.1M
$2.6M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

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.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 8 reported years ran a deficit.

−$87k
’17
−$334k
’18
−$179k
’19
−$318k
’20
−$7k
’21
$206k
’22
$163k
’23
−$41k
’24
5.6
months of
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.

Chief executive

James Bonham

President & CEO

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed121213910121313
Joined·+3+6+0+5+2+5+3
No longer listed·3544043
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 5 funders, grant income rose $13k → $83k.

3 of 11 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 18% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $248k from one payer (the payer shares this organization's board, largest The Esop Association). These are real filings, and they are not money THE EMPLOYEE OWNERSHIP FOUNDATION INC raised.

From the IRS filings of THE EMPLOYEE OWNERSHIP FOUNDATION 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

THE EMPLOYEE OWNERSHIP FOUNDATION INC leans on a few funders — its largest provides 34% of grant income and the top three 72%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

34%
largest funder
72%
top three
~5
effective funders

Largest funder’s share by year: 2017 96% · 2018 100% · 2019 57% · 2020 39% · 2021 43% · 2022 41% · 2023 39% — 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.

How long its funders stay

43% of THE EMPLOYEE OWNERSHIP FOUNDATION INC's funders are still giving 3 years after their first grant; 64% give in more than one year at all.

first grant+1y+2y+3y+4y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

THE EMPLOYEE OWNERSHIP FOUNDATION INC draws 100% of its grant income from funders outside Washington, D.C., across 6 states in all.

VT
IL
MA
CA
MO
KS

In-state vs out-of-state, by year

’17
’19
’20
’21
’22
’23
Washington, D.C. out of state home

Funder states come from each funder’s own filing. $73k arriving through sponsors registered in 3 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.

04Its place in the field

Organizations like THE EMPLOYEE OWNERSHIP FOUNDATION 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 Washington, D.C.

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

80% of spending goes to programs.

Program 80%Management 16%Fundraising 3%

Governance

8
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990✓Audited financials

Footprint & structure

Part of a family of 2 related entities

  • The Esop Association · exempt
  • Esop PAC · exempt

Screen this organization

A dated, signed PDF of the compliance screen for THE EMPLOYEE OWNERSHIP FOUNDATION 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.

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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 THE EMPLOYEE OWNERSHIP FOUNDATION INC?
THE EMPLOYEE OWNERSHIP FOUNDATION INC (Washington, D.C.) receives grants from 11 organizations whose IRS filings report $417,650 to it, the largest being ROBERT E AND PATRICIA SCHMIDT FOUNDATION ($140,000). 7 of them have funded it in more than one year.
How many funders does THE EMPLOYEE OWNERSHIP FOUNDATION INC have?
IRS filings report 11 organizations giving $417,650 in grants to THE EMPLOYEE OWNERSHIP FOUNDATION INC, 7 of which have funded it in more than one year.
Who is the largest funder of THE EMPLOYEE OWNERSHIP FOUNDATION INC?
ROBERT E AND PATRICIA SCHMIDT FOUNDATION is the largest funder on record, with $140,000 in grants. The full list of funders is on this page.
How can an organization like THE EMPLOYEE OWNERSHIP FOUNDATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. 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 2017–2024), and the filings of 11 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