named programs · 3 · from sources
What they call their work
Labor Advocates Leadership Council
Brings together labor leaders to develop innovative approaches to worker voice and empowerment within employee ownership models
Limited Partners Leadership Council
Convenes institutional investors such as pension funds and endowments to advance shared ownership as a responsible investment strategy and set new standards in private equity
Ownership Works Model
Broad-based equity compensation program extending ownership to all employees, including frontline workers, using instruments like RSUs or SARs at no cost to employees, with near-term liquidity tied to company performance or exit events
activities · 3 groups
What they do
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Nonprofit Sector Research & Data Analysis 1 activity
- Conducting research on shared ownership models and their impactConducts research on employee ownership models, assessing their impact on employee financial wellbeing, engagement, and corporate performance, and shares findings publicly through data, insights, and publications.
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Financial Coaching and Credit Counseling 1 activity
- Expanding access to financial education and services for employee ownersAdvances shared ownership models that integrate personal financial education, coaching, and access to emergency relief funds and small-dollar loans by partnering with nonprofits and financial institutions to support employee financial wellbeing.
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Uncategorized 5 activities
- Building organizational culture of ownership and employee engagementSupports companies in fostering a culture of ownership by aligning employees around shared purpose, values, and goals, enhancing engagement and value creation, and connecting workforce innovation to business outcomes such as cost savings.
- Generating wealth for employees through ownership liquidity eventsFacilitates wealth creation for employees via liquidity events in companies with shared ownership programs, resulting in $2.2 billion in total worker payouts, including $830 million to low- and moderate-income workers and $253 million to workers of color.
- Providing direct support to implement broad-based employee ownership programsProvides hands-on guidance and operational support to public and private companies—particularly in partnership with investors and private equity firms—to design and implement broad-based employee ownership models, including equity participation for frontline workers, with demonstrated outcomes across 192 companies and over 278,000 employees since 2022.
- Referring companies to specialized advisors for ownership structuringConnects companies to external experts for structuring specific employee ownership vehicles such as ESOPs, worker cooperatives, Employee Ownership Trusts (EOTs), and Employee Stock Purchase Plans (ESPPs).
- Scaling shared ownership through strategic partnerships and movement buildingEngages in advocacy and movement building by convening partner organizations, sharing best practices, and leveraging storytelling and data to promote broad-based employee ownership among business leaders, investors, and across national contexts—including launching Ownership Works Japan in 2025 through a partner consortium.
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financials · form 990 · fy2024
revenue
Total revenue$7.63M
Contributions & grants$6.98M92%
Program service revenue$91K1%
Investment income$553K7%
Other revenue$5K
expenses
Total expenses$8.64M
Program expenses77%
Admin / overhead15%
Fundraising8%
Salaries & benefits$6.14M
Grants paid out$25K
Largest expense lineCompensation
balance sheet
Total assets$35.51M
Cash$13.10M
Investments$200K
Liabilities$2.39M
Net assets$33.12M
Liquid reserves18.5 mo
3 years on record · 2021–2024 · YoY revenue +5.4%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 7
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ANNA-LISA MILLER | VICE PRES & | 40 | $457K |
| RONALD BLAKE | DIR, FINANCE | 40 | $290K |
| EMILY CARPENTER | PRINCIPAL | 40 | $277K |
| STACY KOWSZ | PRINCIPAL | 40 | $265K |
| MELISSA BUKURU | PRINCIPAL | 40 | $257K |
| ALEX KAUFMAN | MGR, CLIENT | 40 | $252K |
| JEANNE MCLAUGHLIN | DIR, CLIENT | 40 | $242K |
board members · 15
- BRIAN HULL FROM 0524 — DIRECTOR
- EDWARD CAREY FROM 1224 — DIRECTOR
- JAMES NEARY — DIRECTOR
- JOHN DANHAKL — DIRECTOR
- LEELA RAMNATH — DIRECTOR
- MARIO GIANNINI UP TO 1224 — DIRECTOR
- MARYANNE HANCOCK — DIRECTOR
- NATE TAYLOR — DIRECTOR
- PETER STAVROS — PRESIDENT &
- SARITA GUPTA — DIRECTOR
- THOMAS NARATIL — TREASURER
- TIM TRACY FROM 1224 — DIRECTOR
- TODD SISITSKY — DIRECTOR
- VICENTE REYNAL — DIRECTOR
- WILMA LIEBMAN — DIRECTOR
relationships · 32
Who they work with
- Aksia Partner — Partner firm represented on the Limited Partners Leadership Council, contributing private equity leadership to advance shared ownership standards.
- Amalgamated Bank Partner — Worker-focused financial institution; former President & CEO participates in the Labor Advocates Leadership Council to support employee empowerment initiatives.
- CalSTRS Government — Member of the Limited Partners Leadership Council, lending investment expertise to integrate shared ownership into responsible investing frameworks.
- Charter Next Generation Partner — Partner company transitioning to employee ownership, featured in a documentary supported by Ownership Works.
- Founding Partners (collective) Partner — Collaborates with founding partners to help companies develop and implement broad-based employee ownership models.
- Harley-Davidson Partner — Public company partner that has successfully implemented broad-based employee ownership and collaborates to share insights with other companies.
- Havey Pro Cinema Partner — Film production partner documenting the employee ownership transition at Charter Next Generation.
- Ingersoll Rand Partner — Public company partner that has implemented broad-based employee ownership and shares knowledge and experience to help others adopt the model.
- Institutional Limited Partners Association (ILPA) Partner — Industry association partner contributing sustainable investing leadership through representation on the Limited Partners Leadership Council.
- Investment Management Corporation of Ontario (IMCO) Partner — Asset management organization participating in the Limited Partners Leadership Council to integrate sustainability and ownership innovation into investment strategy.
- Japan Post Bank Asset Management Partner — International asset manager participating in the Limited Partners Leadership Council to advance shared ownership as a global investment practice.
- Kauffman Foundation Funder — Funder and adviser through representation on the Limited Partners Leadership Council, supporting research and strategy around shared ownership.
- Manulife Investment Management Partner — Private equity and credit investment firm participating in the Limited Partners Leadership Council to support shared ownership adoption.
- Massachusetts Pension Reserves Investment Management Government — Member of the Limited Partners Leadership Council, contributing private equity oversight to promote shared ownership in portfolio companies.
- Minnesota State Board of Investment Government — Public investment board represented on the Limited Partners Leadership Council, promoting shared ownership as part of fiduciary responsibility.
- Morgan Stanley at Work Partner — Collaborates on research related to workplace equity compensation and employee interest in ownership.
- National Labor Relations Board Government — Former Chair participates in the Labor Advocates Leadership Council, lending labor governance expertise to strengthen worker voice in ownership models.
- Neuberger Berman Private Equity Partner — Private equity firm represented on the Limited Partners Leadership Council, supporting the development of shared ownership models in portfolio companies.
- New York City Office of the Comptroller Government — Member of the Limited Partners Leadership Council, contributing ESG leadership to advance shared ownership as an investment strategy.
- New York State Common Retirement Fund Government — Government pension fund participating in the Limited Partners Leadership Council to advance corporate governance around employee ownership.
- Ownership Works Japan Network — Global affiliate organization that brings the Ownership Works model to Japanese companies through a partner consortium.
- Partners page Partner — Collaborates with firms through a consortium to expand shared ownership programs.
- Qgiv Partner — Technology partner managing online donation processing and security for Ownership Works.
- State of Michigan Retirement System Government — Member of the Limited Partners Leadership Council, contributing investment leadership to promote shared ownership in private equity portfolios.
- StepStone Group Partner — Partner and CEO represented on the Limited Partners Leadership Council, contributing private markets expertise to scale shared ownership.
- Texas Permanent School Fund Government — Public education investment fund represented on the Limited Partners Leadership Council to promote shared ownership as a fiduciary-aligned strategy.
- Washington State Investment Board Government — Public pension fund participating in the Limited Partners Leadership Council to advance responsible ownership practices in private equity.
- companies Partner — Collaborates with companies to implement broad-based employee ownership
- financial institutions Partner — Partners with financial institutions to expand employee access to financial services and coaching.
- investors Partner — Works with investors to promote employee ownership as a smart investment
+ 2 more
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Culture of Ownership Through Education and Communicationmethodology: ownership_cultureBy combining financial education, tailored communication, and cultural practices that emphasize value creation, the organization fosters a true ownership mindset, because employees who understand and feel connected to company goals are more engaged, make better financial decisions, and contribute more effectively to long-term success.
- Employee Ownership as Wealth-Building and Performance Strategymethodology: broad_based_employee_ownershipBy implementing broad-based employee ownership models, the organization produces wealth-building opportunities for low- and moderate-income workers and improves business performance, because aligning employees' financial interests with company success increases engagement, retention, and organizational value creation.
- Inclusive and Simplified Equity Design for Broad Participationmethodology: inclusive_equity_designBy designing simplified, broad-based, and free-to-participate equity structures with near-term liquidity options, the organization maximizes employee participation and alignment, because reducing complexity and administrative barriers increases accessibility and ensures meaningful wealth transfer, especially for frontline and non-management workers.
- Movement Building via Strategic Partnerships and Storytellingmethodology: movement_buildingBy leveraging storytelling, data, partnerships with private equity and financial institutions, and leadership councils, the organization scales employee ownership norms and adoption, because combining moral narratives with high-performing investment cases influences corporate and investor behavior more effectively than advocacy alone.