Skip to the page content
Your donations
Passes our checks

Purpose Trust Ownership Network

EIN 33-1284308 · Eugene, OR

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood85 out of 100GovernanceGood87 out of 100Impact evidenceDescribes programsHow well its results are evidenced

Points to look into

  • Only 13% of its spending went to programs.

These come from the organization's own tax return. There may be a good explanation; ask the charity.

What it says it does

The Purpose Trust Ownership Network (PTON) is a nonprofit organization dedicated to advancing educational, research, and charitable efforts regarding purpose trusts for the benefit of the broader public. It serves as a central hub for advocacy, resource co-creation, and community collaboration around purpose trust ownership models.

Income
$549,850
Spending
$130,894
Spent on programs
13%
Reserves
41.4 months of spending
Largest source of income
donations and private grants, 100%
Employees
1
Volunteers
25
Highest pay
$55,320, program manager

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 85 out of 100. Higher than 59% of charities in its peer group (public benefit, $250k to $1m).

  • Reserves

    35 of 35

    Spendable reserves would cover 41.4 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 76% of income.

  • Income trend

    15 of 15

    Income rose 1567% on the year before.

  • Spending floor

    0 of 15

    13% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 87 out of 100. Higher than 77% of charities in its peer group (public benefit, $250k to $1m).

  • Independent board

    25 of 25

    5 of 5 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    12 of 15

    Its accounts were reviewed or compiled by an independent accountant, but not audited.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (4)
  1. $89,661 spent. Hiring & Talent Infrastructure To support its growth, PTON formalized its internal human resources processes. Hiring Key Staff: The hiring of Issie Corvi as the Program Manager is a foundational component of PTON's operational infrastructure, as she now serves as the primary coordinator for the organization's strategic workgroups. Standardized Hiring: Developed a comprehensive hiring timeline, including job description approval by an HR Committee, specific screening call criteria, and multi-round interview stages.
  2. $18,326 spent. Outreach & Community Building PTON established a multi-wave outreach strategy to grow its network of practitioners and advocates. Strategic Initialization: Developed core marketing assets, including a centralized website blurb, visual graphics, and boilerplate promo copy to professionalize its public image. Partner Synergy: Leveraged an extensive network of "outreach partners," such as Project Equity, NCEO, the Purpose Foundation, and various state centers, to broaden the reach of its mission. Event Planning: Organizational energy was directed toward the planning of future conferences, which serve as primary venues for community collaboration and practitioner networking.
  3. $3,447 spent. Education & Resource Co-creation PTON significantly advanced its mission through specialized workgroups designed to create public-facing educational resources. Lawyers Workgroup: Focused on populating a resource library and designing specialized breakout sessions for the upcoming 2026 Purpose Trust Ownership Conference. B Corp Alignment: A past workgroup successfully determined how purpose trust structures (PPTs and EOTs) align with B Lab?s certification standards.
  4. Fundraising for long term organizational sustainablity.Raising funds for the long-term sustainability of the organization. - Activity Code: 0 Grants Amount: 0 Expense Amount: 19460 Revenue Amount: 509000

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.