2024-08-12T17:29:30-07:00 2023-12-31 Crosby & Kaneda CPAs LLP 548 Market St PMB 97503 San Francisco CA 94104 990 2023-01-01 521210536 National Center for Employee Ownership NATI 5102081318 440 N Barranca Ave 3554 Covina CA 91723 Loren Rodgers Executive Dir. 2024-08-12 true true Tierna Jensen P02447146 5108352727 2023 2024-08-08 14:25:15Z Loren Rodgers 440 N Barranca Ave 3554 Covina CA 917231722 4451519 false X www.nceo.org X 1981 CA The NCEO is a self-sustaining nonprofit organization that provides practical resources and objective, reliable information about employee ownership to businesses, employees, and the public. 21 17 24 20 0 1086007 1181717 2722814 3060726 24386 66039 165853 133703 3999060 4442185 5000 5000 0 2019638 2291016 0 29099 1707047 1929380 3731685 4225396 267375 216789 2969675 3555868 1383111 1593530 1586564 1962338 To help employee ownership thrive. false false 2585492 5000 3060726 The NCEO is a member services organization. In 2023 the NCEO continued to serve its members by providing a multitude of services such as sponsored events, publications, trainings, outreach and research 2585492 true true false true false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 13 0 true 24 true false false false false false false false 0 false false false false false false false X 21 17 false false false false true true false true true false false true true true true true false true true false CA X Michelle Cronin 5102081318 440 N Barranca Ave 3554 Covina CA 91723 Loren Rodgers Executive Dir. 40.00 0.00 X X 149248 0 13650 Nancy Wiefek Research Director 40.00 0.00 147018 0 15422 Michelle Cronin Treas/Direc Fin 40.00 0.00 X X 125618 0 17056 Scott Rodrick Board/Staff 40.00 0.00 X 122373 0 15528 Jaymie Oviedo Sr. Event Director 40.00 0.00 114324 0 11810 Timothy Garbinsky Communications Dir 40.00 0.00 113887 0 8684 Ramona Brooks Membership Dir. 40.00 0.00 111078 0 8958 Megan Bonwell Event Manager 40.00 0.00 101763 0 6395 Corey Rosen Exec Committee 40.00 0.00 X 30693 0 1841 Victor Aspengren Board Chair 2.00 0.00 X X 0 0 0 Jennifer Briggs Vice Chair 1.00 0.00 X X 0 0 0 Matt Keene Secretary 1.00 0.00 X X 0 0 0 Richard Armstrong Board Member 1.00 0.00 X 0 0 0 Lori Atone Board Member 1.00 0.00 X 0 0 0 Haydee Caldero Board Member 1.00 0.00 X 0 0 0 Todd Levrette Board Member 1.00 0.00 X 0 0 0 Dan Markowitz Board Member 1.00 0.00 X 0 0 0 Linshuang Lu Board Member 1.00 0.00 X 0 0 0 Mike Mallaro Board Member 1.00 0.00 X 0 0 0 Scott Miller Board Member 1.00 0.00 X 0 0 0 Susan Kildahl Board Member 1.00 0.00 X 0 0 0 Hugh Reynolds Board Member 1.00 0.00 X 0 0 0 Mary Boettcher Board Member 2.00 0.00 X 0 0 0 Ted Becker Board Member 1.00 0.00 X 0 0 0 Alison Wright Exec Committee 1.00 0.00 X 0 0 0 Amanda Wolkowitz Board Member 1.00 0.00 X 0 0 0 Donald Romine Exec Committee 1.00 0.00 X 0 0 0 1016002 99344 8 false true false 0 1140338 41379 1181717 Consulting and research 900099 595467 595467 Digital publications 900099 179402 179402 Events and webinars 900099 2285857 2285857 3060726 66039 66039 0 0 0 0 0 0 130120 9334 120786 120786 Other income 900099 12917 12917 12917 4442185 3181512 78956 5000 5000 0 0 0 532802 258138 269057 5607 0 1400173 743281 643240 13652 40831 21929 18505 397 168439 90753 75917 1769 148771 76905 70387 1479 0 7957 7957 21261 21261 0 0 0 197757 106857 88922 1978 0 373945 270359 100685 2901 65817 55945 8556 1316 0 7834 3917 3917 123548 61774 61774 0 890634 890634 0 0 122214 122214 0 Bank & merchant fees 96990 96990 Other expenses 21423 21423 0 4225396 2585492 1610805 29099 800879 541266 0 0 14184 27425 0 0 0 20990 26605 136494 102496 1188823 912207 312960 276616 1684168 2581460 0 0 0 0 2969675 3555868 269404 287097 1113707 1306433 1383111 1593530 X 1484165 1888234 102399 74104 1586564 1962338 2969675 3555868 216789 158985 X false true X true false X 729292 1051431 1444336 1086007 1181717 5492783 2454781 1370103 1845789 2722814 3060726 11454213 0 0 0 3184073 2421534 3290125 3808821 4242443 16946996 15800 10800 25000 43040 10900 105540 53862 96192 150054 15800 10800 25000 96902 107092 255594 16691402 11759 13973 32813 24386 66039 148970 0 11759 13973 32813 24386 66039 148970 0 16810 10640 12917 40367 3195832 2435507 3339748 3843847 4321399 17136333 0.97400 0.98010 0.00870 0.00700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 4225396 4225396 361270 90318 false 266016 283413 336584 361270 1247283 1870925 66504 70853 84146 90318 311821 467732 1188823 912207 276616 276616 X 4610504 158985 9334 168319 4442185 4442185 4234730 9334 9334 4225396 4225396 Part X : FIN48 Footnote The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2023 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Cost of Goods Sold $9334 Part XII, Line 2d: Other expenses and losses per audited F/S Cost of Goods Sold $9334 false X X X false false false false false true false false false Loren Rodgers Executive Dir. 127976 21272 5197 8453 162898 Nancy Wiefek Research Director 125746 21272 4411 11011 162440 Form 990, Part VI, Section A, Line 1a The board delegated the authority to make some specific decisions to the executive committee. Those decisions include the authority to approve changes to the compensation system. The board also delegated the authority to select the organization's auditor and to decide whether to approve the auditor's report to the board's audit committee. Form 990, Part VI, Section A, Line 6 Upon payment of fees, an individual or company receives standard membership status. Academic Membership (discounted fees) and Service Provider Directory Membership (additional benefits) are also available. Form 990, Part VI, Section B, Line 11b The draft 990 is emailed to the full board with instructions to provide comments/feedback within one week. Form 990, Part VI, Section B, Line 12c Board members submit a conflict of interest form no less often than every other year or whenever there is a material change. The executive director reviews those forms and would notify the board's executive committee of any potential conflicts. Form 990, Part VI, Section B, Line 15a The chair or vice chair conducts a review of the executive director that includes feedback from all members of staff. The vice chair and the executive committee perform the review of the executive director, including a decision about his or her continued employment and the terms of that employment. Form 990, Part VI, Section B, Line 15b The executive committee reviews compensation for all staff, including a comparison to market compensation for comparable positions, prepared by the treasurer. Form 990, Part VI, Section C, Line 19 Available electronically upon request. Form 990, Part IX Statement of Functional Expense The organization is committed to minimal fundraising expense. Funds are generally raised through passive activities such as member or community initiated donations/grants.