Democracy at Work Institute

“The oranization's full time staff are eligible to be members as described in its bylaws.”

“The board reviews and approves the audited financials and the Executive Committee reviews and approves the 990.”

“The organization has a conflict of interest policy that is resubmitted to each board member annually.”

“The Executive Committee of the Board did a salary survey both nationally and for the Bay Area and made a recommendation to the Board. The Board discussed compensation and documented the discussion and decision.”

“The Executive Committee of the Board did a salary survey both nationally and for the Bay Area and made a recommendation to the Board. The Board discussed compensation and documented the discussion and decision.”

“Our governing documents, policy and financial statements are available upon request.”

“OTHER PROGRAM SERVICES 4: Legacy Fund- Incubated Apis & Heritage Capital Partners and the $30 million+ Legacy Fund that invests in helping businesses transition to employee ownership to benefit majority minority and low-income workforces.- Developed training program and curriculum for Legacy Fund portfolio companies. OTHER PROGRAM SERVICES 5: NYC- Provided technical assistance and training to worker cooperatives, businesses and cooperative developers in NYC.32 instances of TA325 people trained5 new jobs created- Successfully advocated for the renewal of $3.07 million annual funding from the City of New York for the Worker Cooperative Business Development Initiative.- Played critical backbone role for collaborative of 11 organizations in NYC. OTHER PROGRAM SERVICES 6: Rapid Response Cooperatives- Secured a $1 million grant from the State of California ETP for a 6-organization collaborative to develop 5 cooperatives using the Rapid Response Model, providing jobs to 25+ people with barriers to work. Supported four cooperatives developed by CA SEED partners to launch: CleanWash Mobile, CareShare OC, Radiate LA, UTCO. Supported one CA SEED partners cooperative to grow: Courage Homecare Coop.- Launched 2 Radiate Cooperatives: Radiate Orange County with 5 members, Radiate North Carolina with 6 members- Directly supported two Rapid Response Cooperatives to grow: Radiate NYC, Radiate Bay Area- Conducted feasibility studies for two additional RRC cooperatives: Radiate Rio Grande (with Texas Rural Coop Center) and Radiate Sonoma (with Sonoma State Univ)- Signed contracts to support development of three additional Rapid Response Cooperatives: OneAmerica/City of Seattle, Santa Cruz Community Ventures, OneMorgan/Colorado State University, Dolores Street Community Services OTHER PROGRAM SERVICES 7: School for Democratic Management- Completed and marketed Democratic Management Guide - DAWIs most downloaded resource at 622 downloads from around the world- Delivered trainings on democratic management:- 8 part series for Maine economic developers in partnership with CDI.- 13 part series for cooperative members and officers in Kenya in partnership with Global Communities. Average 40 attendees each session.- Vermont Employee Ownership Center annual conference.- Worker Coop Week training on Open Book Management- Sierra Club staff training on participatory management- Published Democratic Management: Lessons from Worker Cooperatives in NonProfit Quarterly- Hosted What Works Webinar on management best practices at Mandela Grocery Cooperative- Produced an online course at courses.institute.coop: The Money Story: Making It Matter to Members- Contributed to Rutgers University Curriculum for Black business owners: Establishing a Worker Cooperative for Business Succession Planning OTHER PROGRAM SERVICES 8: EO Cities/SEED- Co-published with NLC the Municipal Playbook for Employee Ownership.- Co-published with NLC Economic Recovery and Employee Ownership report (200+ downloads at end Q2 21).- Shared Equity Webinar Series launched with 40+ cities attending; 100+ registered.- First Hundred Days Memos detailing our employee ownership priorities and recommendations developed with field input and sent to DOL, Treasury, SBA and USDA- Informed and secured letters of support from field partners for Emergency Econ and Workforce Resiliency Act (Sen. Smith WA-9)- Served on steering committee for the Worker Owned Recovery California Coalition; secured State Senate and Assembly support for a $36.5M conversion financing and incentives bill- Completed a training for 6 City of Santa Clara staff on how they can integrate conversion support into programs and services; part of our SEED-as-a-service consulting contract.- Produced research on the State Small Business Credit Initiative; policy research intern is interviewing field partners about whats possible in various states to move a capital and TA strategy forward- Completed 2 webinars and 2 blogs on how to use American Res”