Nonprofit · EIN 52-1210536
NATIONAL CENTER FOR EMPLOYEE OWNERSHIP
Tax-exempt · COVINA, CA 91723
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,368,786 | $5,637,782 | -$268,996 | $4,396,689 | $2,368,008 | $2,028,681 |
| December 31, 2024 | 990 | $5,275,433 | $4,940,094 | $335,339 | $4,341,477 | $2,043,800 | $2,297,677 |
| December 31, 2023 | 990 | $4,442,185 | $4,225,396 | $216,789 | $3,555,868 | $1,593,530 | $1,962,338 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,349,554
- Membership dues
- $1,302,588
- Program service revenue
- $3,725,164
- Investment income
- $178,331
- Net income from sales of inventory
- $35,194
- Other revenue
- $115,737
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $743,838
- Other salaries and wages
- $1,967,635
- Salaries, compensation and benefits (total)
- $3,259,237
- Professional fundraising fees
- $0
- Legal fees
- $12,193
- Accounting fees
- $23,700
- Occupancy
- $25,878
- Travel
- $141,406
- Depreciation
- $76,881
- Program services (functional)
- $3,746,469
- Management and general (functional)
- $1,852,302
- Fundraising (functional)
- $39,011
Balance sheet and other
- Total assets, start of year
- $4,341,477
- Total assets, end of year
- $4,396,689
- Total liabilities, end of year
- $2,368,008
- Net assets, end of year
- $2,028,681
- Land, buildings and equipment
- $155,377
- Publicly traded securities
- $2,911,217
- Net assets without donor restrictions
- $1,861,831
- Net assets with donor restrictions
- $166,850
- Gross receipts
- $5,425,299
- Employees
- 24
- Volunteers
- 20
- Year formed
- 1981
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Loren Rodgers | Executive Dir. Officer | 40 | $192,534 | $16,005 |
| Michelle Cronin | Dir Fin/Op;Scty Officer | 40 | $172,485 | $25,231 |
| Scott Rodrick | Board/Staff Trustee or director | 40 | $160,734 | $22,407 |
| Nancy Wiefek | Research Director | 40 | $156,902 | $4,752 |
| Nathan Nicholson | Dir. Analytics | 40 | $144,656 | $4,340 |
| Timothy Garbinsky | Comm Dir; Board Trustee or director | 40 | $142,708 | $4,112 |
| Lindsay Isaac | Education Director | 40 | $130,379 | $7,920 |
| Ramona Brooks | Membership Dir. | 40 | $125,388 | $3,861 |
| Jaymie Oviedo | Sr Dir. of Events | 40 | $121,678 | $4,003 |
| Corey Rosen | Exec Committee Trustee or director | 30 | $21,404 | $992 |
| Jennifer Briggs | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Howard Kaplan | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Wendy Guilles | Board Member Trustee or director | 1 | $0 | $0 |
| Terry Leahy | Board Member Trustee or director | 1 | $0 | $0 |
| Victor Aspengren | Past Chair Trustee or director | 1 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Markowitz | Exec Comm Trustee or director | 1 | $0 |
| Susan Kildahl | Exec Comm Trustee or director | 1 | $0 |
| Donald Romine | Exec Comm Trustee or director | 1 | $0 |
| Ted Becker | Board Member Trustee or director | 1 | $0 |
| Haydee Caldero | Board Member Trustee or director | 1 | $0 |
| Daniel Goldstein | Board Member Trustee or director | 1 | $0 |
| Christine Adee | Board Member Trustee or director | 1 | $0 |
| Todd Leverette | Board Member Trustee or director | 1 | $0 |
| Linshuang Lu | Board Member Trustee or director | 1 | $0 |
| Mike Mallaro | Board Member Trustee or director | 1 | $0 |
| Scott Miller | Board Member Trustee or director | 1 | $0 |
| Hugh Reynolds | Board Member Trustee or director | 1 | $0 |
| Kerry Siggins | Board Member Trustee or director | 1 | $0 |
| Mike Frommelt | Board Member Trustee or director | 1 | $0 |
| Richard Armstrong | Borad Member Trustee or director | 1 | $0 |
| Lori Atone | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Loren Rodgers | Exec Dir/Sectry Officer | 40 | $175,294 | $18,685 |
| Scott Rodrick | Board/Staff Trustee or director | 40 | $150,213 | $21,299 |
| Nancy Wiefek | Research Director | 40 | $148,316 | $17,814 |
| Michelle Cronin | Dir. of Fin/Op. Officer | 40 | $134,238 | $23,518 |
| Lindsay Isaac | Education Director | 40 | $115,503 | $11,839 |
| Ramona Brooks | Membership Dir. | 40 | $113,989 | $10,509 |
| Megan Bonwell | Event Manager | 40 | $110,163 | $9,604 |
| Elizabeta Shifrin | Research Proj Mgr | 40 | $110,051 | $3,192 |
| Timothy Garbinsky | Staff Apptd Dir Trustee or director | 40 | $97,536 | $2,936 |
| Corey Rosen | Exec Committee Trustee or director | 40 | $24,529 | $770 |
| Jennifer Briggs | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Susan Kildahl | Board Member Trustee or director | 1 | $0 | $0 |
| Donald Romine | Board Member Trustee or director | 1 | $0 | $0 |
| Dan Markowitz | Board Member Trustee or director | 1 | $0 | $0 |
| Richard Armstron | Board Member Trustee or director | 1 | $0 | $0 |
| Lori Atone | Board Member Trustee or director | 1 | $0 | $0 |
| Ted Becker | Board Member Trustee or director | 1 | $0 | $0 |
| Haydee Caldero | Board Member Trustee or director | 1 | $0 | $0 |
| Daniel Goldstein | Board Member Trustee or director | 1 | $0 | $0 |
| Howard Kaplan | Board Member Trustee or director | 1 | $0 | $0 |
| Todd Leverette | Board Member Trustee or director | 1 | $0 | $0 |
| Linshuang Lu | Board Member Trustee or director | 1 | $0 | $0 |
| Mike Mallaro | Board Member Trustee or director | 1 | $0 | $0 |
| Scott Miller | Board Member Trustee or director | 1 | $0 | $0 |
| Hugh Reynolds | Board Member Trustee or director | 1 | $0 | $0 |
| Kerry Siggins | Board Member Trustee or director | 1 | $0 | $0 |
| Victor Aspengren | Board Member Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Loren Rodgers | Executive Dir. Trustee or director, Officer | 40 | $149,248 | $13,650 |
| Nancy Wiefek | Research Director | 40 | $147,018 | $15,422 |
| Michelle Cronin | Treas/Direc Fin Trustee or director, Officer | 40 | $125,618 | $17,056 |
| Scott Rodrick | Board/Staff Trustee or director | 40 | $122,373 | $15,528 |
| Jaymie Oviedo | Sr. Event Director | 40 | $114,324 | $11,810 |
| Timothy Garbinsky | Communications Dir | 40 | $113,887 | $8,684 |
| Ramona Brooks | Membership Dir. | 40 | $111,078 | $8,958 |
| Megan Bonwell | Event Manager | 40 | $101,763 | $6,395 |
| Corey Rosen | Exec Committee Trustee or director | 40 | $30,693 | $1,841 |
| Victor Aspengren | Board Chair Trustee or director, Officer | 2 | $0 | $0 |
| Jennifer Briggs | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Matt Keene | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Richard Armstrong | Board Member Trustee or director | 1 | $0 | $0 |
| Lori Atone | Board Member Trustee or director | 1 | $0 | $0 |
| Haydee Caldero | Board Member Trustee or director | 1 | $0 | $0 |
| Todd Levrette | Board Member Trustee or director | 1 | $0 | $0 |
| Dan Markowitz | Board Member Trustee or director | 1 | $0 | $0 |
| Linshuang Lu | Board Member Trustee or director | 1 | $0 | $0 |
| Mike Mallaro | Board Member Trustee or director | 1 | $0 | $0 |
| Scott Miller | Board Member Trustee or director | 1 | $0 | $0 |
| Susan Kildahl | Board Member Trustee or director | 1 | $0 | $0 |
| Hugh Reynolds | Board Member Trustee or director | 1 | $0 | $0 |
| Mary Boettcher | Board Member Trustee or director | 2 | $0 | $0 |
| Ted Becker | Board Member Trustee or director | 1 | $0 | $0 |
| Alison Wright | Exec Committee Trustee or director | 1 | $0 | $0 |
| Amanda Wolkowitz | Board Member Trustee or director | 1 | $0 | $0 |
| Donald Romine | Exec Committee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 440 N BARRANCA AVE 3554, COVINA, CA 91723-1722
- Principal officer (990 for 2025)
- Loren Rodgers, 440 N Barranca Ave 3554, Covina, CA 917231722
- Signed the 990
- Loren Rodgers, Executive Dir.
- Phone
- (510) 208-1300
- Website
- www.nceo.org
- Return prepared by
- Crosby & Kaneda CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 52-1210536 or by the name NATIONAL CENTER FOR EMPLOYEE OWNERSHIP.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To help employee ownership thrive.
Program accomplishments
- The NCEO is a member services organization. In 2025 the NCEO continued to serve its members by providing a multitude of services such as sponsored events, publications, trainings, outreach and researchExpenses $3,746,469 · grants $22,649 · revenue $3,725,164
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1210536
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,396,689
- Income (IRS master file)
- $5,425,299
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,368,786 | $5,637,782 | $4,396,689 | XML |
| 990 | December 2024 | $5,275,433 | $4,940,094 | $4,341,477 | XML |
| 990 | December 2023 | $4,442,185 | $4,225,396 | $3,555,868 | XML |
| 990 | December 2022 | $3,999,060 | $3,731,685 | $2,969,675 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1210536).
Questions about NATIONAL CENTER FOR EMPLOYEE OWNERSHIP
- What is the EIN of NATIONAL CENTER FOR EMPLOYEE OWNERSHIP?
- The employer identification number (EIN) of NATIONAL CENTER FOR EMPLOYEE OWNERSHIP is 52-1210536.
- Is NATIONAL CENTER FOR EMPLOYEE OWNERSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to NATIONAL CENTER FOR EMPLOYEE OWNERSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL CENTER FOR EMPLOYEE OWNERSHIP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL CENTER FOR EMPLOYEE OWNERSHIP due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL CENTER FOR EMPLOYEE OWNERSHIP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NATIONAL CENTER FOR EMPLOYEE OWNERSHIP?
- The 990 for the year ended December 31, 2025 names Loren Rodgers.
- Who are the officers and directors of NATIONAL CENTER FOR EMPLOYEE OWNERSHIP?
- The 990 for the year ended December 31, 2025 lists 31 people; 10 received compensation from the organization, the highest $192,534 (Loren Rodgers, Executive Dir.).
- How much revenue does NATIONAL CENTER FOR EMPLOYEE OWNERSHIP have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,368,786, expenses of $5,637,782 and total assets of $4,396,689 at year end.
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