Civic Intelligence

The Employee Ownership Foundation Inc

EIN 52-1739193 • 501(c)3 • Washington, DC

Profile

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.

200 Massachusetts Avenue NW 410Washington, DC 20001

www.employeeownershipfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.23x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.41x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-2.8%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$618,020

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 41.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$2,608,748

Up $492,172 (+23%) from 2023

Liabilities

Up

$604,731

Up $546,849 (+945%) from 2023

Net Assets

Down

$2,004,017

Down $54,677 (-2.7%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin32nd percentile

Revenue

Up

$1,481,008

Up $386,536 (+35%) from 2023

Expenses

Up

$1,522,108

Up $590,688 (+63%) from 2023

Net Income

Down

-$41,100

Down $204,152 (-125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,414,494Liabilities 2010: $17,317Net Assets 2010: $1,397,1772010Assets 2011: $1,548,153Liabilities 2011: $13,759Net Assets 2011: $1,534,3942011Assets 2012: $1,803,669Liabilities 2012: $8,898Net Assets 2012: $1,794,7712012Assets 2013: $1,994,233Liabilities 2013: $21,948Net Assets 2013: $1,972,2852013Assets 2014: $2,132,522Liabilities 2014: $19,426Net Assets 2014: $2,113,0962014Assets 2015: $2,139,660Liabilities 2015: $11,297Net Assets 2015: $2,128,3632015Assets 2016: $2,272,184Liabilities 2016: $40,538Net Assets 2016: $2,231,6462016Assets 2017: $2,318,713Liabilities 2017: $16,655Net Assets 2017: $2,302,0582017Assets 2018: $2,062,809Liabilities 2018: $177,265Net Assets 2018: $1,885,5442018Assets 2019: $2,192,873Liabilities 2019: $225,265Net Assets 2019: $1,967,6082019Assets 2020: $1,865,630Liabilities 2020: $125,442Net Assets 2020: $1,740,1882020Assets 2021: $1,905,434Liabilities 2021: $151,109Net Assets 2021: $1,754,3252021Assets 2022: $2,004,676Liabilities 2022: $325,128Net Assets 2022: $1,679,5482022Assets 2023: $2,116,576Liabilities 2023: $57,882Net Assets 2023: $2,058,6942023Assets 2024: $2,608,748Liabilities 2024: $604,731Net Assets 2024: $2,004,0172024

Highlighted filing

2024

Assets$2,608,748
Liabilities$604,731
Net Assets$2,004,017
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $283,769Expenses 2010: $176,129Net Income 2010: $107,6402010Revenue 2011: $366,836Expenses 2011: $233,218Net Income 2011: $133,6182011Expenses 2012: $211,9442012Revenue 2013: $394,747Expenses 2013: $332,083Net Income 2013: $62,6642013Revenue 2014: $478,302Expenses 2014: $405,711Net Income 2014: $72,5912014Revenue 2015: $484,978Expenses 2015: $442,708Net Income 2015: $42,2702015Revenue 2016: $590,316Expenses 2016: $558,247Net Income 2016: $32,0692016Revenue 2017: $635,482Expenses 2017: $722,604Net Income 2017: -$87,1222017Revenue 2018: $723,215Expenses 2018: $1,056,871Net Income 2018: -$333,6562018Revenue 2019: $627,949Expenses 2019: $807,118Net Income 2019: -$179,1692019Revenue 2020: $510,751Expenses 2020: $828,308Net Income 2020: -$317,5572020Revenue 2021: $967,342Expenses 2021: $974,150Net Income 2021: -$6,8082021Revenue 2022: $1,180,740Expenses 2022: $974,441Net Income 2022: $206,2992022Revenue 2023: $1,094,472Expenses 2023: $931,420Net Income 2023: $163,0522023Revenue 2024: $1,481,008Expenses 2024: $1,522,108Net Income 2024: -$41,1002024

Highlighted filing

2024

Revenue$1,481,008
Expenses$1,522,108
Net Income-$41,100
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,608,748
Liabilities
$604,731
Net assets
$2,004,017
Revenue
$1,481,008
Expenses
$1,522,108
Net income
-$41,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.60$2.00$1.48$1.52$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.06$2.06$1.09$0.93$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.33$1.68$1.18$0.97$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.15$1.75$0.97$0.97$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.13$1.74$0.51$0.83$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.23$1.97$0.63$0.81$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.18$1.89$0.72$1.06$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.02$2.30$0.64$0.72$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.04$2.23$0.59$0.56$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.01$2.13$0.48$0.44$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.02$2.11$0.48$0.41$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$0.39$0.33$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.01$1.79$0.21
2011Summary only. Only limited summary data is available for this year.$1.55$0.01$1.53$0.37$0.23$0.13
2010Summary only. Only limited summary data is available for this year.$1.41$0.02$1.40$0.28$0.18$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,690,336
Mission and Program Overview

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.

The employee ownership foundation's (eof's) primary purpose is to increase the number of employee owned businesses through awareness, research and public outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,732,092$1,851,142▲ $119,050
Savings and Temporary Cash Investments$45,636$648,375▲ $602,739
Cash and Non-Interest-Bearing Accounts$335,932$60,665▼ $275,267
Accounts Receivable$0$44,816▲ $44,816
Prepaid Expenses and Deferred Charges$2,916$0▼ $2,916
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,116,576$2,608,748▲ $492,172
Other Assets Total$0$3,750▲ $3,750
Liabilities
Accounts Payable and Accrued Expenses$57,882$534,726▲ $476,844
Deferred Revenue$0$70,005▲ $70,005
Total Liabilities$57,882$604,731▲ $546,849
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,058,694$2,004,017▼ $54,677
Total Net Assets Fund Balance$2,058,694$2,004,017▼ $54,677
Total Liabilities and Net Assets / Fund Balance$2,116,576$2,608,748▲ $492,172

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$73,175$73,175
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristie MarkChief Operating OfficerPT$71,318$13,344$84,662
James BonhamPresident & CEOPT$61,371$11,142$72,513
Danielle DuffySenior Director of OperationsPT$30,000$168,697$30,000

Board Members and Trustees

NameTitle
David Fitz-geraldChair
Karen EllisChair - Association
Becky StreffChair Srcc
Ali JamshidiMember
Cara BenningfieldMember
Connie BurnetteMember
Gary ShormanMember
Lori StuartMember - Until 4/2024
Robyn PollinaMember - Until 4/2024
Steve EarleSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$889,366
Program Service Revenue
$443,625
Investment Income
$148,017
Other Revenue
$0
All Other Contributions
$889,366
Change in Net Assets
$-41,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,481,008
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-13,577
Total Revenue per Audited Statements
$1,467,431
Total Revenue per Form 990
$1,481,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,442,425
Grants and Similar Amounts Paid$79,683
Total Fundraising Expense$52,862
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$423,157$27,910-$451,067
Fees for Services Other$352,493$26,739$8,474$387,706
Advertising$252,049--$252,049
Office Expenses-$80,687$24,004$104,691
Grants to Domestic Individuals$36,551--$36,551
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$17,365-$17,365
Information Technology-$17,123-$17,123
Foreign Grants$13,132--$13,132
Travel$9,728$1,737-$11,465
Other Expenses$11,000$64,322$20,384$11,000
Fees for Service Investment Mgmnt Fees-$9,309-$9,309
Fees for Services Legal-$650-$650
Total Functional Expenses$1,223,404$245,842$52,862$1,522,108

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,522,108
Total Expenses per Audited Statements$1,522,108
Total Expenses per Form 990$1,522,108
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rutgers University FoundationPiscatway, NJ501(c)(3)2024 Kelso Fellowship$30,000

International Summary

Offices
0
Employees
0
Spending
$272,057

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Oxford SymposiumProgram Services00$226,425
North America-Program Services00$32,500
Europe (including Iceland & Greenland)Marketing SupportGrantmaking00$13,132
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees authorized to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the president and the chief operating officer prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Consistently at executive committee trustees meetings the policy is referenced should there be any discussion of a matter that may appear to be a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The employee ownership foundation relies on the esop association, a related organization, to determine compensation of its president. The esop association used the following methods to determine compensation: compensation committee, written employment contract, and compensation survey/study.”

Form 990, Part VI, Section C, Line 19

“All information available upon request by any individual.”

Filing and Contact Details

Filer

Filer Name
The Employee Ownership Foundation Inc
EIN
52-1739193
Phone
2022932971
Address
200 MASSACHUSETTS AVENUE NW 410, WASHINGTON, DC 20001

Signing Officer

Name
James J Bonham
Title
President & CEO
Phone
2022932971
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James J Bonham
Formed
1991
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Speaking, coaching and reporting: program service expenses 220,929. Management and general expenses 0. Fundraising expenses 0. Total expenses 220,929. Messaging research: program service expenses 91,950. Management and general expenses 0. Fundraising expenses 0. Total expenses 91,950. Consultants: program service expenses 39,614. Management and general expenses 26,739. Fundraising expenses 8,474. Total expenses 74,827.”

Financial Statement Notes

PART X, LINE 2:

“The organization has evaluated its uncertainty in income taxes for the year ended december 31, 2024, and determined that there were no matters that would require recognition in the consolidated financial statements or that may have any effect on its tax-exempt status.”

Raw XML AppendixShowing 400 of 655 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm11BECKY STREFF
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0507594
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1253984
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2142500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR - ASSOCIATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER - UNTIL 4/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR SRCC
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER - UNTIL 4/2024
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt095727
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt013132
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt036551
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt036551
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0305055
IRS990/GrossReceiptsAmt01690336
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017123
IRS990/InformationTechnologyGrp/TotalAmt017123
IRS990/InvestmentIncomeGrp/ExclusionAmt052290
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052290
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01732092
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01851142
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt073175
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt073175
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0209328
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt02058694
IRS990/NetAssetsOrFundBalancesEOYAmt02004017
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt095727
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt095727
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13577
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02058694
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02004017
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt024004
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080687
IRS990/OfficeExpensesGrp/TotalAmt0104691
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt03750
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc1APPLICATION MANAGEMENT
IRS990/OtherExpensesGrp/FundraisingAmt020384
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt064322
IRS990/OtherExpensesGrp/ProgramServicesAmt095294
IRS990/OtherExpensesGrp/ProgramServicesAmt111000
IRS990/OtherExpensesGrp/TotalAmt0180000
IRS990/OtherExpensesGrp/TotalAmt111000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02916
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES J BONHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0443625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0443625
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0152392
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0315000
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt033029
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt050400
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION SPONSORS VARIOUS EVENTS AND SCHOLARSHIPS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0712912
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt066551
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt029700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0754806
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt044183
IRS990/PYInvestmentIncomeAmt031690
IRS990/PYOtherExpensesAmt0887237
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0307976
IRS990/PYRevenuesLessExpensesAmt0163052
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0931420
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01094472
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-41100
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt048525
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045636
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0648375
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE SECTION 509(A)(2) PUBLIC SUPPORT TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE EMPLOYEE OWNERSHIP FOUNDATION STATES AS PART OF ITS ARTICLES OF INCORPORATION THAT ANY SUPPORT PROVIDED TO THE ESOP ASSOCIATION (THE SUPPORTED ORGANIZATION) SHALL BE USED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND/OR TO CARRY OUT CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE ESOP ASSOCIATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION A, LINE 3C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942478143
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE ESOP ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01522108
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-13577
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt073175
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073175
IRS990ScheduleD/RevenueNotReportedAmt0-13577
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01481008
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01522108
IRS990ScheduleD/TotalRevenuePerForm990Amt01481008
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01467431
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01522108
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0226425
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt113132
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt232500
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1GRANTMAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0OXFORD SYMPOSIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1MARKETING SUPPORT
IRS990ScheduleF/BoycottCountriesInd00

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