2025-07-16T11:22:09-07:00 2024-12-31 Crosby & Kaneda CPAs LLP 548 Market St PMB 97503 San Francisco CA 94104 990 2024-01-01 521210536 National Center for Employee Ownership NATI 5102081318 440 N Barranca Ave 3554 Covina CA 91723 Loren Rodgers Executive Dir. 2025-07-16 true true Tierna Jensen P02447146 5108352727 2024 2025-03-06 01:10:19Z Loren Rodgers 440 N Barranca Ave 3554 Covina CA 917231722 5298103 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. 20 17 23 20 0 1181717 1717190 3060726 3249628 66039 166177 133703 142438 4442185 5275433 5000 15267 0 2291016 2572871 0 34118 1929380 2351956 4225396 4940094 216789 335339 3555868 4341477 1593530 2043800 1962338 2297677 To help employee ownership thrive. false false 3082334 15267 3249628 The NCEO is a member services organization. In 2024 the NCEO continued to serve it's members by providing a multitude of services such as sponsored events, publications, trainings, outreach and research 3082334 true true false true false false false false false false true false false true 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 21 0 true 23 true false false false false false false false 0 false false false false false false false X 20 17 false false false false true true false false false false false true true true true false false true true false CA X Michelle Cronin 5102081318 440 N Barranca Ave 3554 Covina CA 91723 Loren Rodgers Exec Dir/Sectry 40.00 0.00 X 175294 0 18685 Scott Rodrick Board/Staff 40.00 0.00 X 150213 0 21299 Nancy Wiefek Research Director 40.00 0.00 148316 0 17814 Michelle Cronin Dir. of Fin/Op. 40.00 0.00 X 134238 0 23518 Lindsay Isaac Education Director 40.00 0.00 115503 0 11839 Ramona Brooks Membership Dir. 40.00 0.00 113989 0 10509 Megan Bonwell Event Manager 40.00 0.00 110163 0 9604 Elizabeta Shifrin Research Proj Mgr 40.00 0.00 110051 0 3192 Timothy Garbinsky Staff Apptd Dir 40.00 0.00 X 97536 0 2936 Corey Rosen Exec Committee 40.00 0.00 X 24529 0 770 Jennifer Briggs Chair 2.00 0.00 X X 0 0 0 Susan Kildahl Board Member 1.00 0.00 X 0 0 0 Donald Romine Board Member 1.00 0.00 X 0 0 0 Dan Markowitz Board Member 1.00 0.00 X 0 0 0 Richard Armstron Board Member 1.00 0.00 X 0 0 0 Lori Atone Board Member 1.00 0.00 X 0 0 0 Ted Becker Board Member 1.00 0.00 X 0 0 0 Haydee Caldero Board Member 1.00 0.00 X 0 0 0 Daniel Goldstein Board Member 1.00 0.00 X 0 0 0 Howard Kaplan Board Member 1.00 0.00 X 0 0 0 Todd Leverette 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 Hugh Reynolds Board Member 1.00 0.00 X 0 0 0 Kerry Siggins Board Member 1.00 0.00 X 0 0 0 Victor Aspengren Board Member 2.00 0.00 X 0 0 0 1179832 120166 10 false true false 0 1241846 299163 176181 1717190 Consulting and research 900099 455719 455719 Digital publications 900099 166604 166604 Events and webinars 900099 2627305 2627305 3249628 166177 166177 0 0 0 0 0 0 128303 22670 105633 105633 Other income 900099 36805 36805 36805 5275433 3355261 202982 15267 15267 0 0 0 653591 336472 308309 8810 0 1513701 785411 715450 12840 44610 23133 21100 377 199363 108842 88435 2086 161606 84035 75955 1616 0 16466 8233 8233 22050 22050 0 0 0 310891 142241 165915 2735 0 254735 176876 74373 3486 150406 101832 46615 1959 0 25066 12533 12533 121152 60576 60576 0 1211979 1211979 0 0 82338 82338 20981 10910 9862 209 Bank & merchant fees 126785 126785 Other expenses 9107 3994 5113 0 4940094 3082334 1823642 34118 541266 205022 579074 16000 27425 44502 0 0 0 26605 16442 102496 173573 886689 611931 276616 274758 2581460 2732943 0 0 0 299163 3555868 4341477 287097 384352 1306433 1659448 1593530 2043800 X 1888234 2106967 74104 190710 1962338 2297677 3555868 4341477 335339 X false true X true false X 1051431 1444336 1086007 1181717 1717190 6480681 1370103 1845789 2722814 3060726 3249628 12249060 0 0 0 2421534 3290125 3808821 4242443 4966818 18729741 10800 25000 43040 10900 30000 119740 53862 96192 150054 10800 25000 96902 107092 30000 269794 18459947 13973 32813 24386 66039 103697 240908 0 13973 32813 24386 66039 103697 240908 0 16810 10640 12917 36805 77172 2435507 3339748 3843847 4321399 5107320 19047821 0.96910 0.97400 0.01260 0.00870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 4940094 4940094 397005 99251 false 283413 336584 361270 397005 1378272 2067408 70853 84146 90318 99251 344568 516852 886689 611931 274758 274758 Tax credit receivable 299163 299163 X 5298103 22670 22670 5275433 5275433 4962764 22670 22670 4940094 4940094 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, 2024 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 $22670 Part XII, Line 2d: Other expenses and losses per audited F/S Cost of Goods Sold $22670 false X X X false false false false false true false false false Loren Rodgers Exec Dir/Sectry 158055 17239 5293 13392 193979 Michelle Cronin Dir. of Fin/Op. 116999 17239 4223 19295 157756 Nancy Wiefek Research Director 131077 17239 4529 13285 166130 Scott Rodrick Board/Staff 132974 17239 4541 16758 171512 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 Salary study was completed and wages were reviewed and approved by the executive committee. Includes the ED and all staff. Form 990, Part VI, Section B, Line 15b Salary study was completed and wages were reviewed and approved by the executive committee. Includes the ED and all staff. Form 990, Part VI, Section C, Line 19 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.