2024-11-15T12:46:08-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 521739193 THE EMPLOYEE OWNERSHIP FOUNDATION INC EMPL 2022932971 200 MASSACHUSETTS AVENUE NW 410 WASHINGTON DC 20001 JAMES J BONHAM PRESIDENT & CEO 2022932971 2024-11-15 1 0 AARON M FOX P01365820 2022274000 2024-11-15 2023 2024-10-15 13:58:12Z JAMES J BONHAM 200 MASSACHUSETTS AVENUE NW 410 WASHINGTON DC 20001 1316820 0 X WWW.EMPLOYEEOWNERSHIPFOUNDATION.ORG X 1991 DC THE EMPLOYEE OWNERSHIP FOUNDATION'S (EOF'S) PRIMARY PURPOSE IS TO INCREASE THE NUMBER OF EMPLOYEE OWNED BUSINESSES THROUGH AWARENESS, RESEARCH AND PUBLIC OUTREACH. 8 8 0 50 0 0 712978 754806 222680 307976 95082 31690 150000 0 1180740 1094472 94290 44183 0 0 0 0 0 0 32801 880151 887237 974441 931420 206299 163052 2004676 2116576 325128 57882 1679548 2058694 X 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. 0 0 228388 232500 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. 256809 26159 THE FOUNDATION WAS THE LEAD SPONSOR OF THE 8TH 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 80 COUNTRIES. THE 2 DAY PROGRAM WAS HELD AT OXFORD UNIVERSITY, THE OVER 60 ATTENDEES INCLUDED GOVERNMENT OFFICIALS, PRACTIONERS, AND EMPLOYEE OWNERS. 4969 21700 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. 276261 44183 27617 THE FOUNDATION SPONSORS VARIOUS EVENTS AND SCHOLARSHIPS. 276261 44183 27617 766427 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 X THE ORGANIZATION 2022932971 200 MASSACHUSETTS AVENUE NW 410 WASHINGTON DC 20001 JAMES BONHAM PRESIDENT & CEO 5.00 35.00 X 68880 482163 32820 KRISTIE MARK COO 10.00 30.00 X 76522 229566 35601 DAVID FITZ-GERALD CHAIR - AS OF 5/2023 1.00 1.00 X X 0 0 0 CINDY TURCOT IMMEDIATE PAST CHAIR - AS OF 5/2023 1.00 1.00 X X 0 0 0 MARK LOMELE IMMEDIATE PAST CHAIR - UNTIL 4/2023 1.00 0.00 X X 0 0 0 STEVE EARLE SECRETARY/TREASURER - AS OF 5/2023 1.00 1.00 X X 0 0 0 DERRICK VICK SECRETARY/TREASURER - UNTIL 4/2023 1.00 1.00 X X 0 0 0 ALI JAMSHIDI MEMBER 1.00 1.00 X 0 0 0 KAREN L ELLIS CHAIR - ASSOCIATION 1.00 0.00 X 0 0 0 ROBYN POLLINA MEMBER 1.00 1.00 X 0 0 0 GARY SHORMAN MEMBER 1.00 1.00 X 0 0 0 BECKY STREFF CHAIR SRCC 1.00 1.00 X 0 0 0 LORI STUART MEMBER 1.00 1.00 X 0 0 0 145402 711729 68421 0 0 1 0 0 754806 754806 PROGRAM REGISTRATIONS 900099 307976 307976 307976 38675 38675 215363 222348 -6985 -6985 -6985 1094472 307976 0 31690 X 25000 25000 19183 19183 8130 8130 248033 175747 54675 17611 3000 3000 35660 32504 421 2735 4807 3568 939 300 190117 175848 13849 420 217172 200872 15820 480 45 33 9 3 ADMINISTRAIVE SERVICES 180000 133606 35148 11246 MISCELLANEOUS 184 184 MEMBERSHIP EXPENSES 89 66 17 6 931420 766427 132192 32801 205501 335932 36230 45636 235258 0 25776 2916 73175 73175 44 0 1501867 1732092 2004676 2116576 325128 57882 325128 57882 X 1679548 2058694 1679548 2058694 2004676 2116576 163052 216094 0 X 0 1 X 1 0 X X 1 THE ESOP ASSOCIATION 942478143 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 3B DETERMINATION 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. SCHEDULE A, PART IV, SECTION A, LINE 3C THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73175 73175 0 0 X 1310566 216094 216094 1094472 0 1094472 931420 0 931420 0 931420 PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, 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. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 OXFORD SYMPOSIUM PROGRAM SERVICES 11152 0 0 0 0 0 0 11152 0 11152 0 0 0 0 0 0 PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED ON PART I AND PART II OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING, THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. 1 RUTGERS UNIVERSITY FOUNDATION 94 ROCKAFELLER ROAD SUITE 112 PISCATWAY NJ 088548054 226001086 501(C)(3) 25000 0 2023 KELSO FELLOWSHIP 1 0 EDMUNSON SCHOLARSHIPS 9 9433 PART I, LINE 2: THE PRESIDENT AND THE EXECUTIVE COMMITTEE OF THE ORGANIZATION MEET REGULARLY WITH THE DONEES TO DISCUSS AND REVIEW THE USES OF THE CONTRIBUTIONS. 0 0 0 0 0 0 0 0 0 JAMES BONHAM PRESIDENT & CEO 58268 407881 10612 74282 0 0 0 30455 0 2365 68880 514983 0 0 KRISTIE MARK COO 66601 199803 9921 29763 0 0 0 14773 0 20828 76522 265167 0 0 PART I, LINE 3 THE EMPLOYEE OWNERSHIP FOUNDATION RELIES ON THE ESOP ASSOCIATION, A RELATED ORGANIZATION, TO DETERMINE COMPENSATION OF ITS PRESIDENT. THE ESOP ASSOCIATION USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, AND COMPENSATION SURVEY/STUDY. PARTS I AND II: THE EMPLOYEE OWNERSHIP FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. THE ESOP ASSOCIATION, A RELATED ORGANIZATION EXEMPT UNDER IRS SECTION 501(C)(6), IS RESPONSIBLE FOR FILING FORMS W-2S FOR ALL EMPLOYEES. THE COMPENSATION IS REPORTED ON PART VII, SECTION A, OF EACH ORGANIZATION AS ALLOCATED. 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. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 146,894. MANAGEMENT AND GENERAL EXPENSES 38,644. FUNDRAISING EXPENSES 12,364. TOTAL EXPENSES 197,902. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 28,434. MANAGEMENT AND GENERAL EXPENSES 15,921. FUNDRAISING EXPENSES 5,212. TOTAL EXPENSES 49,567. PROGRAM SERVICES/GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 419. MANAGEMENT AND GENERAL EXPENSES 110. FUNDRAISING EXPENSES 35. TOTAL EXPENSES 564. THE ESOP ASSOCIATION 200 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 942478143 SUPPORT PROGRAMS TO INCREASE AWARENESS OF THE BENEFITS OF ESOPS DC 501(C)(6) N/A 0 ESOP PAC 200 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 HELP THE CONGRESSIONAL SUPPORTERS OF ESOPS DC 527 THE ESOP ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE ESOP ASSOCIATION N 180000 FAIR VALUE THE ESOP ASSOCIATION O 193143 FAIR VALUE