United States

United States Federation of Worker Co-operatives

Author(s): 
Aaron Dawson, Ann Favreau and Sandra Gorman
Year: 
2009
We will be using the US Federation of Worker Co-operatives (USFWC) as the example to examine the larger question of “authority versus liberty”; of which authority can be defined as a federation where co-operatives are members of a larger organization and therefore limiting individuals control over certain aspects and decisions; and of which liberty can be defined as the autonomy of individual co-operatives and their members to control their fate.

The Anchor Mission: Leveraging the Power of Anchor Institutions to Build Community Wealth: A Case Study of University Hospitals Vision 2020 Program Cleveland, Ohio

Author(s): 
Farzana Serang, J. Phillip Thompson, Ted Howard
Year: 
2013
This case study discusses a pathbreaking strategy in Cleveland, Ohio, that addressed the economic challenges facing the city by generating local wealth, economic opportunity, and jobs. The strategy involved the expansion of the University Hospitals, an important anchor institution. The study is based on in-depth interviews with key stakeholders.

Worker Owned Cooperatives and the Ecosystems that Support Them

Author(s): 
Rachael Tanner
Year: 
2013
By emphasizing wealth creation, communities can not only cultivate streams of income, but also build wealth. Through collectively owned and democratically governed assets, communities can build wealth. Economic development policy and practice should emphasize wealth creation. Employee ownership, through worker cooperatives is one way to build wealth. But worker cooperatives are rare in the United States; this is because there is not a supportive cooperative ecosystem.

Sustainable Economic Democracy: Worker Cooperatives for the 21st Century

Author(s): 
Nicholas Luviene, Amy Stitely, Lorlene Hoyt
Year: 
2010
This guide explores the worker cooperative network as a neighborhood, municipal and regional strategy for generating wealth. It presents two examples: the well-established Mondragon Complex in Spain and the nascent Evergreen Cooperative Initiative in Cleveland Ohio. Drawing from these two cases the authors then put forth a general framework for building a scalable cooperative network in post-industrial American cities.

Self-Direction and Employee Ownership: Working Paper

Author(s): 
Ownership Associates, Inc.
Year: 
1998
The initial draft of this paper was written in response to a request for research on the relationship between self-direction in the workplace, employee ownership, and organizational outcomes. It outlines three aspects of shared decision-making: autonomy, participation, and influence. It then explores the relationship between two of those aspects (autonomy and participation) and a series of productivity-related cultural norms, including ownership identity.

Employee-Ownership Briefing Paper 7.2

Author(s): 
Ownership Associates, Inc.
Year: 
2003
One key rationale for the creation of ESOP law in 1974 was to share wealth with the workers who helped create wealth. Today, many companies use the wealth sharing aspect of their ESOPs as an effective retention and recruitment tool. But just how effective a means of distributing wealth are ESOPs? Two studies, one conducted in Washington State and one in Massachusetts, have looked at the wealth consequences of ESOPs.

Employee-Ownership Briefing Paper 1.3

Author(s): 
Ownership Associates, Inc.
Year: 
2003
In the 28 years since Congress established Employee Stock Ownership Plans (ESOPs), over 10,000 U.S. companies have adopted and maintained ESOPs—dozens of studies have evaluated the effects of ESOP on company performance. After reviewing the research literature, Dr. Douglas Kruse concluded: “25 years of research shows that employee ownership often leads to higher-performing workplaces and better compensation and work lives for employees.” Study 1 (below) indicates that this “ownership effect” averages 2 to 3% per year on a variety of measures.

Research on the Economic Impact of Cooperatives

Author(s): 
Steven Deller, Ann Hoyt, Brent Hueth, Reka Sundaram-Stukel
Year: 
2009
The cooperative ownership model is used in a wide variety of contexts in the United States, ranging from the production and distribution of energy to delivery of home health care services for the elderly. Although cooperative businesses have been responsible for many market innovations and corrections of market imperfections, little is known about their impact as an economic sector. Until this project, no comprehensive set of national-level statistics had been compiled about U.S. cooperative businesses, their importance to the U.S.

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