2023-11-10T15:57:46-08:00 2022-12-31 811489821 HEALY AND ASSOCIATES 1200 CONCORD AVE STE 250 CONCORD CA 94520 990 2022-01-01 275265123 Democracy at Work Institute DEMO 4153799201 57 Post St Ste 602 San Francisco CA 94104 Vanessa Bransburg Executive Dir. 2023-11-10 true Vanessa Bransburg 999009999 true Suzanne R Healy P00533689 9256030800 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Vanessa Bransburg 57 Post St Ste 602 San Francisco CA 94104 3816274 false X www.institute.coop X 2012 CA TO EXPAND THE PROMISE OF WORKER OWNERSHIP TO MARGINALIZED COMMUNITIES, AND TO ENSURE THAT COOPERATIVE DEVELOPMENT IN THOSE COMMUNITIES IS STRATEGIC, EFFECTIVE, AND ADEQUATELY-RESOURCED. 12 7 19 0 3302874 3676588 449692 136901 541 2785 0 3753107 3816274 877013 507443 0 1265358 1588960 0 17726 992314 1032452 3134685 3128855 618422 687419 1780176 2343112 433928 309998 1346248 2033114 X TO EXPAND THE PROMISE OF WORKER OWNERSHIP TO MARGINALIZED COMMUNITIES, AND TO ENSURE THAT COOPERATIVE DEVELOPMENT IN THOSE COMMUNITIES IS STRATEGIC, EFFECTIVE, AND ADEQUATELY-RESOURCED. false false 2828124 507443 136901 Communications and Field Building- Created a press room for current stories about employee ownership.- Delivered three webinars to educate the public about Ownership Now for Equitable Recovery Campaign, communicating new approaches to access to ownership capital, innovation for new jobs, and helping our allies succeed.- Published an update to our Cannabis Equity paper- Published an update to our Individual Worker Census in partnership with the University of Wisconsin, COWS, and USFWC.- Contributed to a paper with Aspen Institute, Race and Gender Wealth Equity and the Role of Employee Share Ownership Data and Research- Co-published report How Economic Democracy Impacts Workers, Firms, and Communities- Participated in advisory group for the Cooperative Governance Research Initiative (UW Center of Cooperatives) through an advisory committee- Maintained and shared Individual Worker Census dataset with two academic researchers.- Co-published the State of the Sector 2021 report. Collected data May through August, published November 2021. 144 businesses responded, an increase in participation from previous years. Collected data to understand startup businesses and conversions distinctly, and the impacts of Covid on worker coops.- Supported a team of researchers as a co-author to a chapter on worker cooperatives in the Cambridge Handbook of Community Empowerment.- Supported WCBDI data needs from October 2021 through June 2022.- Published a paper in the Journal of Participation and Employee Ownership on the findings from the economic census related to the impact of COVID-19. Hotline- Launched the Owner to Owners hotline for business owners interested in selling to their employees in collaboration with NYC Deputy Mayor Phil Thompsons office, Business Outreach Center Network, ICA Group, and The Working World. Outcomes include:- 5M+ impressions of our marketing materials- 28,000 business owners sought more information from Owner to Owners- 450+ business owners or employees filled out a survey or called our hotline- 54 1:1 education meetings with NYC organizations- 12 public webinars- 700+ webinar registrants (including more than 200 business owners)- Presented webinar with NLC on Owner to Owners data and communications learnings. 2828124 true false false true false false false false false false false false false false true false true false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false true 20 0 true 19 true false false false false false true true false 0 false false false false false false false X 12 7 false false false false true true false true true false false true true true true true true true true false CA NY X Democracy at Work Institute 4153799201 57 Post St Ste 602 San Francisco CA 94104 Melissa Hoover Executive Dir. 40.00 0.00 X 123000 0 0 Vanessa Bransburg Executive Dir. 42.00 0.00 X 104624 0 6928 Esteban Kelly Director 1.00 45.00 X 0 100158 649 Shevanthi Daniel Snr Prog Dir. 40.00 0.00 100001 0 0 Anh-Thu Nguyen Director 41.00 0.00 X 88188 0 9144 Zenryo Trenholm Director 43.00 0.00 X 76387 0 8561 Olga Prushinskaya Secretary 41.00 45.00 X X 71345 0 8561 Maru Bautista President 1.00 0.00 X X 0 0 0 Rebecca Lurie Director 1.00 0.00 X 0 0 0 Teresita Sattar Director 1.00 0.00 X 0 0 0 Eulalio Guevara Director 1.00 0.00 X 0 0 0 Christine Curella Board Elected 1.00 0.00 X 0 0 0 Jess Zimbabwe Treasurer 1.00 0.00 X X 0 0 0 563545 100158 33843 3 false false false 0 1094980 2581608 3676588 Consulting and training 900099 136901 136901 136901 2785 2785 0 0 0 0 0 0 0 0 3816274 136901 2785 498954 498954 8489 8489 0 0 463544 396012 62614 4918 0 882343 753797 119184 9362 0 138031 117233 19332 1466 105042 89669 14255 1118 0 0 0 0 0 0 76373 26367 50006 4015 4015 42270 42177 93 40407 37484 2923 0 32434 32434 74286 74197 89 0 11304 11304 3580 644 2661 275 0 0 5105 5105 Program Contract Services 644275 643275 1000 Training and Events 74992 74563 429 Professional Development 10349 10142 138 69 Membership and dues 6829 6829 6233 539 5694 3128855 2828124 283005 17726 1032463 1836598 0 634789 312193 86255 28023 0 0 0 0 13046 44157 0 0 0 0 12000 13623 110141 1780176 2343112 330694 97657 103234 212341 433928 309998 X 517604 1049758 828644 983356 1346248 2033114 1780176 2343112 687419 -553 X false true X true false X 1824285 2012690 1278753 3302874 3676588 12095190 0 0 1824285 2012690 1278753 3302874 3676588 12095190 1268979 10826211 928 515 389 541 2785 5158 0 15 15 12100363 1733094 0.89470 0.73840 X false false 5885 5885 3122970 3128855 306443 76611 false 244156 243771 306734 306443 1101104 1651656 2527 1533 5885 9945 60943 61039 76684 76611 275277 412916 1787 1787 ACCRUED VACATION 68808 Lease liability, current portion 24829 Lease liability, long-term portion 73444 Sabbatical Liability 45260 212341 3816274 3816274 3816274 3128855 3128855 3128855 true CareShare OC 1100 J St 4th Flr Sacramento CA 95814 35630 0 Grant Assistance/Cash Awards CleanWash Mobile LLC 1100 J St 4th Flr Sacramento CA 95814 23320 0 Grant Assistance/Cash Awards Cooperation LA 1100 J St 4th Flr Sacramento CA 95814 6515 0 Grant Assistance/Cash Awards Courage LLC 1100 J St 4th Flr Sacramento CA 95814 31500 0 Grant Assistance/Cash Awards Farm Generations Cooperative 575 Madison Avenue Suite 703 New York NY 10022 40500 0 Grant Assistance/Cash Awards Guilded 1315 Walnut Street Suite 320 Philadelphia PA 19107 94000 0 Grant Assistance/Cash Awards Staffing Cooperative 548 Market Street PMB 81178 San Francisco CA 94104 247048 0 Grant Assistance/Cash Awards United Taxi Workers of SD 1100 J St 4th Flr Sacramento CA 95814 17840 0 Grant Assistance/Cash Awards 0 8 Individual Grants 17 8489 Grantmaker's Description of How Grants are Used Grant funds are monitored via quarterly and annual reporting of the grantee to Democracy at Work Institute as laid out in grantees' Fiscal Sponsorship contract. Reporting requirements may shift based on grant requirements, but included detailed financial reporting and written program reports on grant deliverables. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: Legacy Fund- Incubated Apis & Heritage Capital Partners and the $30 million+ Legacy Fund that invests in helping businesses transition to employee ownership to benefit majority minority and low-income workforces.- Developed training program and curriculum for Legacy Fund portfolio companies. OTHER PROGRAM SERVICES 5: NYC- Provided technical assistance and training to worker cooperatives, businesses and cooperative developers in NYC.32 instances of TA325 people trained5 new jobs created- Successfully advocated for the renewal of $3.07 million annual funding from the City of New York for the Worker Cooperative Business Development Initiative.- Played critical backbone role for collaborative of 11 organizations in NYC. OTHER PROGRAM SERVICES 6: Rapid Response Cooperatives- Secured a $1 million grant from the State of California ETP for a 6-organization collaborative to develop 5 cooperatives using the Rapid Response Model, providing jobs to 25+ people with barriers to work. Supported four cooperatives developed by CA SEED partners to launch: CleanWash Mobile, CareShare OC, Radiate LA, UTCO. Supported one CA SEED partners cooperative to grow: Courage Homecare Coop.- Launched 2 Radiate Cooperatives: Radiate Orange County with 5 members, Radiate North Carolina with 6 members- Directly supported two Rapid Response Cooperatives to grow: Radiate NYC, Radiate Bay Area- Conducted feasibility studies for two additional RRC cooperatives: Radiate Rio Grande (with Texas Rural Coop Center) and Radiate Sonoma (with Sonoma State Univ)- Signed contracts to support development of three additional Rapid Response Cooperatives: OneAmerica/City of Seattle, Santa Cruz Community Ventures, OneMorgan/Colorado State University, Dolores Street Community Services OTHER PROGRAM SERVICES 7: School for Democratic Management- Completed and marketed Democratic Management Guide - DAWIs most downloaded resource at 622 downloads from around the world- Delivered trainings on democratic management:- 8 part series for Maine economic developers in partnership with CDI.- 13 part series for cooperative members and officers in Kenya in partnership with Global Communities. Average 40 attendees each session.- Vermont Employee Ownership Center annual conference.- Worker Coop Week training on Open Book Management- Sierra Club staff training on participatory management- Published Democratic Management: Lessons from Worker Cooperatives in NonProfit Quarterly- Hosted What Works Webinar on management best practices at Mandela Grocery Cooperative- Produced an online course at courses.institute.coop: The Money Story: Making It Matter to Members- Contributed to Rutgers University Curriculum for Black business owners: Establishing a Worker Cooperative for Business Succession Planning OTHER PROGRAM SERVICES 8: EO Cities/SEED- Co-published with NLC the Municipal Playbook for Employee Ownership.- Co-published with NLC Economic Recovery and Employee Ownership report (200+ downloads at end Q2 21).- Shared Equity Webinar Series launched with 40+ cities attending; 100+ registered.- First Hundred Days Memos detailing our employee ownership priorities and recommendations developed with field input and sent to DOL, Treasury, SBA and USDA- Informed and secured letters of support from field partners for Emergency Econ and Workforce Resiliency Act (Sen. Smith WA-9)- Served on steering committee for the Worker Owned Recovery California Coalition; secured State Senate and Assembly support for a $36.5M conversion financing and incentives bill- Completed a training for 6 City of Santa Clara staff on how they can integrate conversion support into programs and services; part of our SEED-as-a-service consulting contract.- Produced research on the State Small Business Credit Initiative; policy research intern is interviewing field partners about whats possible in various states to move a capital and TA strategy forward- Completed 2 webinars and 2 blogs on how to use American Rescue Plan Act funding to support employee ownership and the NYC Owner to Owners Initiative.- Developed Employee Ownership Cities program, and did outreach to small cities OTHER PROGRAM SERVICES 9: Rural Projects/Technical Assistance/Subcontracts- Trained cooperative developers in Kenya, in partnership with Global Communities, through a series of webinars and 1:1 coaching meetings.- Working with partners in Maine, North Carolina, California and various other locations, we provided technical assistance to rural cooperatives, rural businesses and rural cooperative developers nationally:-Groups Assisted: 72-Businesses assisted: 150-Cooperatives assisted: 58-Coops incorporated: 5-Jobs created as a result of assistance: 25-Jobs saved as a result of assistance: 66-Emerging worker co-op developers assisted: 83-People trained: 579- Supported cooperative developers to assess feasibility of coop development projects working with socially disadvantaged groups in Rio Grande Valley of Texas, Central Coast of California, Southeastern Alaska, and the Pine Ridge Reservation. OTHER PROGRAM SERVICES 10: Workers to Owners- Convened monthly meetings of a national collaborative of 30+ organizations. Monthly W2O meetings averaged 15 people attendees, 25% POC, 6 rural.- In 2021, there were 32 conversions with an average worker size of 14 that resulted in 439 ownership pathways and transferring $13.7m business assets. This is a significant increase from 2020 conversions of 17.- Produced quarterly and annual reports of impact data for partners learning- The Becoming Employee Owned (BEO) website provided initial consultation/ client intakes to 10 business owners. OTHER PROGRAM SERVICES 11: Fiscally sponsored projects- Streamlined Fiscal Sponsorship structure to include formal work flow, simple forms for potential sponsees, updated accounting, and standardized contracts and reporting requirements from sponsees.- Collaborated with Obran/The Staffing Collective on a $110,081 grant from Multiplier and Project Equity Form 990, Part VI, Section A, Line 6 THE ORANIZATION'S FULL TIME STAFF ARE ELIGIBLE TO BE MEMBERS AS DESCRIBED IN ITS BYLAWS. Form 990, Part VI, Section B, Line 11b The board reviews and approves the audited financials and the Executive Committee reviews and approves the 990. Form 990, Part VI, Section B, Line 12c The organization has a conflict of interest policy that is resubmitted to each board member annually. Form 990, Part VI, Section B, Line 15a The Executive Committee of the Board did a salary survey both nationally and for the Bay Area and made a recommendation to the Board. The Board discussed compensation and documented the discussion and decision. Form 990, Part VI, Section B, Line 15b The Executive Committee of the Board did a salary survey both nationally and for the Bay Area and made a recommendation to the Board. The Board discussed compensation and documented the discussion and decision. Form 990, Part VI, Section C, Line 19 OUR GOVERNING DOCUMENTS, POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. US Federation Works Cooperation 1904 Franklin Street Ste 400 Oakland CA 94612 203778257 Member Services CA 501C6 N/A false false false false false false false false false false false false false true true false false false false false US Federation Works Cooperation n 179000