Nonprofit · EIN 86-2054001
OWNERSHIP WORKS INC
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,632,226 | $8,639,165 | -$1,006,939 | $35,509,993 | $2,390,077 | $33,119,916 |
| December 31, 2023 | 990 | $7,241,047 | $7,109,625 | $131,422 | $36,634,563 | $2,516,022 | $34,118,541 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,983,242
- Program service revenue
- $91,000
- Investment income
- $552,894
- Other revenue
- $5,090
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $746,479
- Other salaries and wages
- $4,629,751
- Salaries, compensation and benefits (total)
- $6,136,402
- Professional fundraising fees
- $0
- Accounting fees
- $37,931
- Occupancy
- $412,994
- Travel
- $50,792
- Depreciation
- $104,440
- Program services (functional)
- $6,649,697
- Management and general (functional)
- $1,336,323
- Fundraising (functional)
- $653,145
Balance sheet and other
- Total assets, start of year
- $36,634,563
- Total assets, end of year
- $35,509,993
- Total liabilities, end of year
- $2,390,077
- Net assets, end of year
- $33,119,916
- Land, buildings and equipment
- $260,653
- Publicly traded securities
- $200,199
- Net assets without donor restrictions
- $32,894,916
- Net assets with donor restrictions
- $225,000
- Gross receipts
- $7,632,226
- Employees
- 38
- Volunteers
- 14
- Year formed
- 2021
- State of legal domicile
- DE
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNA-LISA MILLER | VICE PRES & Trustee or director, Officer | 40 | $430,449 | $26,108 |
| RONALD BLAKE | DIR, FINANCE Key employee | 40 | $256,273 | $33,649 |
| EMILY CARPENTER | PRINCIPAL Highest-paid employee | 40 | $243,836 | $32,755 |
| STACY KOWSZ | PRINCIPAL Highest-paid employee | 40 | $248,453 | $16,552 |
| MELISSA BUKURU | PRINCIPAL Highest-paid employee | 40 | $223,480 | $33,225 |
| ALEX KAUFMAN | MGR, CLIENT Highest-paid employee | 40 | $231,094 | $20,729 |
| JEANNE MCLAUGHLIN | DIR, CLIENT Highest-paid employee | 40 | $211,915 | $30,421 |
| PETER STAVROS | PRESIDENT & Trustee or director, Officer | 5 | $0 | $0 |
| THOMAS NARATIL | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| JOHN DANHAKL | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| VICENTE REYNAL | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| NATE TAYLOR | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARYANNE HANCOCK | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| JAMES NEARY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| LEELA RAMNATH | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD SISITSKY | DIRECTOR Trustee or director | 0.1 | $0 |
| WILMA LIEBMAN | DIRECTOR Trustee or director | 0.1 | $0 |
| SARITA GUPTA | DIRECTOR Trustee or director | 0.1 | $0 |
| BRIAN HULL FROM 0524 | DIRECTOR Trustee or director | 0.1 | $0 |
| EDWARD CAREY FROM 1224 | DIRECTOR Trustee or director | 0.1 | $0 |
| TIM TRACY FROM 1224 | DIRECTOR Trustee or director | 0.1 | $0 |
| MARIO GIANNINI UP TO 1224 | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNA-LISA MILLER | VICE PRESIDE Trustee or director, Officer | 40 | $477,837 | $30,008 |
| RONALD BLAKE | DIR., FINANC Key employee | 40 | $235,874 | $28,806 |
| STACY KOWSZ | MANAGER, BUS Highest-paid employee | 40 | $211,039 | $23,406 |
| MELISSA BUKURU | PRINCIPAL Highest-paid employee | 40 | $198,506 | $26,281 |
| SAPNA HARICHAND UP TO 81523 | DIR. OWNERSH Highest-paid employee | 40 | $214,464 | $8,766 |
| DAVID D MACKINNON | SR DIR, BUS Highest-paid employee | 40 | $196,137 | $22,537 |
| ALEX KAUFMAN | MANAGER, BUS Highest-paid employee | 40 | $190,437 | $21,164 |
| PETER STAVROS | PRESIDENT AN Trustee or director, Officer | 5 | $0 | $0 |
| THOMAS NARATIL | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| VICENTE REYNAL | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| NATE TAYLOR | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| JOHN DANHAKL | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARIO GIANNINI | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MARYANNE HANCOCK | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| JAMES NEARY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| LEELA RAMNATH | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| TODD SISITSKY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| WILMA LIEBMAN | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| SARITA GUPTA | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| NAUREEN HASSAN | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 209 W 29TH STREET 167, NEW YORK, NY 10001-5580
- In care of
- % PETER STAVROS
- Principal officer (990 for 2024)
- ANNA-LISA MILLER, 209 W 29TH STREET 167, NEW YORK, NY 10001
- Signed the 990
- ANNA-LISA MILLER, VICE PRES & EXEC DIR
- Phone
- (212) 600-2093
- Website
- WWW.OWNERSHIPWORKS.ORG
- Return prepared by
- GALLEROS ROBINSON
Mission
PLEASE REFER TO PART I LINE 1
Program accomplishments
- OWNERSHIP WORKS' CORE PROGRAMS: SINCE OUR FOUNDING IN FEBRUARY 2021, OWNERSHIP WORKS ("O.W.") HAS GENERATED STRONG MOMENTUM AROUND SHARED OWNERSHIP AND SUCCESSFULLY HARNESSED IT TO DRIVE PROGRAM ADOPTION. O.W.'S CORE PROGRAMS ARE: (1) HANDS-ON GUIDANCE TO HELP INVESTORS AND PUBLIC AND PRIVATE COMPANIES THROUGH EACH STEP IN THE PROCESS OF IMPLEMENTING A SHARED OWNERSHIP PROGRAM; AND (2) MOVEMENT BUILDING TO GENERATE A GROUNDSWELL OF INTEREST IN SHARED OWNERSHIP AMONG WORLD-CLASS BUSINESSES AND CORPORATE LEADERS. PLEASE FIND MORE DETAILS ON THESE PILLARS' KEY ACTIVITIES AND HOW THESE PILLARS INTERACT BELOW. HANDS-ON GUIDANCE: WE HELP INVESTORS AND COMPANIES IMPLEMENT HOLISTIC SHARED OWNERSHIP PROGRAMS. O.W.'S SUPPORT INCLUDES RESOURCES AND TAILORED GUIDANCE COVERING STRUCTURING AND SIZING A BROAD-BASED EMPLOYEE OWNERSHIP PLAN; FOSTERING A COMPANY CULTURE OF OWNERSHIP THAT EMPOWERS EMPLOYEES TO FEEL, THINK, AND ACT LIKE OWNERS; AND METHODS FOR ENHANCING EMPLOYEES' FINANCIAL WELLBEING TO SUPPORT WEALTH BUILDING THROUGH AND BEYOND THE OWNERSHIP PROGRAM. MOVEMENT BUILDING: THROUGH PARTNERSHIPS, EVENTS AND NETWORK-BUILDING, DATA AND INSIGHTS, STORYTELLING, AND STANDARD SETTING, WE ARE CATALYZING A GROUNDSWELL OF INTEREST IN EMPLOYEE OWNERSHIP ACROSS CORPORATE AMERICA. OWNERSHIP WORKS IS RAISING AWARENESS AND INCREASING ENGAGEMENT AMONG OUR PARTNERS AND KEY CONSTITUENCY GROUPS SPANNING FINANCIAL SERVICE FIRMS; FOUNDATIONS AND NONPROFITS; INVESTORS; LABOR ADVOCATES; PENSION FUNDS; PROFESSIONAL SERVICE PROVIDERS; AND PUBLIC COMPANIES WITH BROAD-BASED EMPLOYEE OWNERSHIP. OUR IMPACT TO DATE: 1. 38 TOTAL INVESTOR PARTNERS; OVER 100 PARTNERS TOTAL. (AS OF OCTOBER 2025) 2. 167 COMPANIES WITH BOARD-APPROVED SHARED OWNERSHIP PROGRAMS, REACHING OVER 250,000 EMPLOYEES. (AS OF OCTOBER 2025) 3. OVER 10 BILLION IN PROJECTED WEALTH GENERATED AND ALLOCATED TO WORKERS OUTSIDE OF THE C-SUITE VIA SHARED OWNERSHIP; 1.3 BILLION TOTAL WEALTH SHARED WITH WORKERS OUTSIDE OF THE C-SUITE. (AS OF OCTOBER 2025). 4. IN 2023, O.W. HOSTED TWO SUCCESSFUL IN-PERSON CONVENINGS THAT REACHED APPROXIMATELY 250 CEOS, COMPANY EXECUTIVES, INVESTORS, AND SHARED OWNERSHIP ADVOCATES. IN 2024, O.W. HOSTED ITS THIRD IN-PERSON CONVENING, A TWO-DAY EVENT WITH OVER 250 GUESTS IN ATTENDANCE, REPRESENTING 86 COMPANIES AND 33 INVESTMENT FIRMS. 5. O.W. REACHED OVER 12,700 FOLLOWERS ON LINKEDIN AND REACHED OVER 2,500 NEWSLETTER SUBSCRIBERS. (AS OF OCTOBER 2025).Expenses $6,649,697 · grants $25,000 · revenue $91,000
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 | Not 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
- 86-2054001
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S19)
- Assets (IRS master file)
- $35,509,993
- Income (IRS master file)
- $7,632,226
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,632,226 | $8,639,165 | $35,509,993 | XML |
| 990 | December 2023 | $7,241,047 | $7,109,625 | $36,634,563 | XML |
| 990 | December 2022 | $17,127,966 | $4,222,256 | $34,611,430 | IRS |
| 990 | December 2021 | $21,548,708 | $488,195 | $21,261,059 | 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 86-2054001).
Questions about OWNERSHIP WORKS INC
- What is the EIN of OWNERSHIP WORKS INC?
- The employer identification number (EIN) of OWNERSHIP WORKS INC is 86-2054001.
- Is OWNERSHIP WORKS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to OWNERSHIP WORKS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OWNERSHIP WORKS INC 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 OWNERSHIP WORKS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OWNERSHIP WORKS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OWNERSHIP WORKS INC?
- The 990 for the year ended December 31, 2024 names ANNA-LISA MILLER.
- Who are the officers and directors of OWNERSHIP WORKS INC?
- The 990 for the year ended December 31, 2024 lists 22 people; 7 received compensation from the organization, the highest $430,449 (ANNA-LISA MILLER, VICE PRES &).
- How much revenue does OWNERSHIP WORKS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,632,226, expenses of $8,639,165 and total assets of $35,509,993 at year end.
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