Research

Financial Architecture and Accounting

Distribution of Net Profits
  1. Distribution of Net Profits. Assuming all corporations in the United States composing its nonfinancial corporate sector were converted into Commons Capitalism Entities (CCEs), we can use the records of the Federal Reserve Bank of St. Louse to evaluate the economic feasibility of CCE operations. Our intent is to review the distribution of net profits (which normally are distributed to shareholders) in accordance with the CCE allocations discussed below.
  2. The Mission of a CCE. The primary purpose of a CCE is two-fold: 1) to distribute a portion of the net profit to past and present workers in the form of premium wages and Nordic-style benefits. (Nordic-style benefits would include healthcare, unemployment benefits, sickness benefits, temporary and permanent disability support, childcare subsidies, parental leave, child benefits, maternity grants, education grants, stipends, and pensions. These benefits would be in addition to workers being paid premium wages, together with profit sharing.) and 2) to expand existing subsidiaries or acquire new companies to bring the workers of the acquired company under the auspices of the commons corporation so that those employees would, also, receive premium wages and Nordic-style domestic benefits.
  3. Apportionment of Net Profits. Since 1844, the distribution of net profit in a cooperative traditionally has been apportioned into three different funds: an education fund, a reserve fund for operations, and a patronage fund for shareholders.[1] This approach has been followed in the United States[2] and, also, internationally, by cooperatives, such as Mondragón Corporación Cooperativa, commonly known in English as the Mondragon Corporation, which utilizes a 10-20-70 system, in which 10% of profit is placed into community development and infrastructure programs, 20% back into corporate reserves, and 70% into individual capital accounts.[3] CCEs would use a similar apportionment and distribution system: 10% of net profit could be placed into a worker education and training fund, 15% into corporate reserves,[4] 25% back into a benefits fund and 50% into a commons reinvestment fund.
  4. The Import of the Allocation on Cash Flow. Understanding Mondragon’s distribution of net profits is an excellent approach to understanding the effects of funds allocation in a CCE because they work in similar manners. Each Mondragon cooperative operates as an independent business but follows a shared structure for allocating its surplus. After paying operating costs, taxes, and applying depreciation, the cooperative’s net profit is divided, as follows:

Cooperative Education & Promotion Fund
10%Education, training, social/cultural programs, community development. Legally required by Spanish cooperative law.
Reserve Fund20%Collective, indivisible reserves for solvency and stability — cannot be distributed to members; used for reinvestment or covering future losses.
Member accounts (Individual Capital Accounts)70%This is the distributable “profit” share for worker-owners. It’s not paid out in cash (except a small advance); it’s credited to each member’s internal account, functioning as both equity and deferred compensation.[5],[6]

The import is Mondragon’s reinvestment comes mainly from member capital accounts and reserve funds, both of which stay inside the cooperative until withdrawal (e.g., retirement). So even though 70% of net profit is “allocated” to members, it’s not distributed as cash dividends─it stays inside the cooperative as internal capital. As a result, Mondragon keeps nearly all post-tax earnings as capital (reserves + members’ internal equity). The only cash outflow is the 10% education fund, and even that is often spent internally (training, scholarships, university funding). The Reserve Fund (20%) is held long-term, subject to equipment purchases, modernization, R&D, expansion, and as a buffer for downturns in the business. The Members’ Capital Accounts (≈ 70%) are locked until retirement or worker exit and serve as a permanent equity base to be used as collateral or working capital. The workers earn modest interest on their accounts. Education Fund (10 %) is spent each year for worker training and cooperative promotion. Essentially, 90% of the net profit is recycled internally─either into capital or human development.

Mondragon workers internal capital accounts collectively represent billions of euros of member equity; they are a stable, they are a low-cost financing source for Mondragon expansion. Because the funds are retained by Mondragon, the member cooperatives and Mondragon rely less on external debt or share issuance than typical firms. Expansion of new cooperatives is often financed through the Mondragon Corporation’s internal bank (Laboral Kutxa). In short, the system turns retained member earnings into a permanent reinvestment mechanism for Mondragon.

5.  How the Net Profit Allocation Rule Applies to the CCE. In Commons Capitalism, workers do not own the enterprise. There are no ownership rights, only workers’ rights to wages and benefits. All business property is legally owned by the commons corporation, the parent entity. That property is held in perpetuity for the productive benefit of its workers similar to a charitable trust or perpetual endowment, except it is non-tax-exempt and engaged in commerce. Since there are no private owners, profits are not distributed as dividends but must be used internally according to the CCE allocation rule (e.g., 50% reinvestment, 20% social benefits, 10% education, 20% reserves). Reinvestment occurs inside the CCE system. When a subsidiary of the commons corporation earns a net profit, it remits its net profit to the commons corporation who is the sole shareholder of the subsidiary to be distributed according to the allocation rule. The Reinvestment und can be used in two ways: The commons corporation can use the net profit to modernize subsidiaries, purchase new equipment, or expand plants. It can also purchase new subsidiaries, converting capitalist firms into CCE subsidiaries.

  1. How a CCE differs from traditional corporations or cooperatives. The following table compares the different attributes of the various forms of the respective business organizations:
FeatureTraditional CorporationWorker Cooperative (e.g., Mondragon)Commons Capitalism Entity
Capital ownershipPrivate shareholdersWorker-membersNo owners
Net profit distributionDividends to shareholders70% allocated to members50% allocated to the Reinvestment Fund
Reinvestment decisionBoard acting for ownersGeneral assemblyCommons corporation board
Expansion capitalIssued equity or retained earningsRetained members earningsReinvestment Fund
Exit rightsSell sharesRedeem member equityNone (perpetual capital)

A review of the table illustrates why a CCE would be stable and scalable. No owners withdraw equity. Net Profits are reinvested. The system naturally grows the capital base of the commons (Reinvestment Fund) year over year. Each new acquisition brings more profit-producing capacity under the same allocation rule. Over time, this builds a self-expanding pool of perpetual productive capital that continually reinvests in itself and its workforce without taxation advantages or external finance.

  1. Organizational Flow Diagram for CCE Capital Circulation.
Subsidiary ASubsidiary BSubsidiary C

Net Profits

COMMONS CAPITALISM ENTITY (CCE)

 

Allocates annually:

50% Reinvestment Fund

20% Social Benefits Fund

10% Education Fund

20% Reserve Fund

 
Reinvestment FundSocial Benefits FundEducation FundReserve Fund
Expansion, Capital expenditures, and new company acquisitionsAugmentation of state benefits and granting Nordic-style benefitsWorker training and education programsExtraordinary expenses, capital expenditures

7. Sample Financial Statements. Assume a CCE subsidiary has revenues of $100,000,000 and operating expenses of $85,000,000. All numbers are in millions USD for simplicity.

  1. Subsidiary A — Income Statement (simplified for Year Ended Dec 31, 20XX).

Item

Amount (USD

millions)

Revenue100
Less: Operating Expenses(85)
Net Profit15
Less: Dividend to CCE (Parent)(15)
Retained Earnings0

Note: In consolidated financial statements, the dividend paid by the subsidiary to the CCE is eliminated (since it’s an intra-group transaction). In the subsidiary’s own books, the dividend reduces retained earnings to zero since 100% of profit is distributed. In the books of the CCE, the dividend is recorded as income from the subsidiary.


  1. CCE — Books (Separate Financials simplified for Year Ended Dec 31, 20XX).

Here’s the flow. The CCE receives the dividend from the subsidiary. The dividend increases the parent’s retained earnings. But if the CCE spends 20% of that amount on social benefits (i.e., $3,000,000), it records that as an expense in its own income statement. In consolidation, the dividend income from the subsidiary is eliminated (since it’s an intra-group transaction). The social benefits expense of $3,000,000 remains, because it’s a real cost to the group. So, in the consolidated income statement, you’ll see: The subsidiary’s revenues and expenses are fully included, no dividend line (eliminated), and the CCE’s social benefits expense reduces consolidated profit.

  1. Consolidated Income Statement simplified for Year Ended Dec 31, 20XX.
Item

Amount (USD

millions)

Revenue (Parent + Sub)100
Less: Operating Expenses (subsidiary’s 85,000,000 + CCE’s 3,000,000)88
Net Profit12

For purposes of discussion, corporate income taxes have been disregarded.

  1. CCE — Balance Sheet simplified for Year Ended Dec 31, 20XX.
Assets

USD

millions

Liabilities & Capital Reserve

USD

millions

Reinvestment Fund6Capital Reserve0
Social Benefits Fund2.4Less: 
Education Fund1.2Reinvestment Fund6
Reserve Fund2.4Social Benefits Fund2.4
  Education Fund1.2
  Reserve Fund2.4
Total Assets12Total Liabilities & Capital Reserve12

The CCE is both a holding and reinvestment institution, akin to a perpetual development fund.[7] Subsidiaries operate commercially but have no retained ownership rights; they remit profits to the commons corporation. Workers benefit through receipt of wages and social benefits, not equity. Capital investment occurs via internal allocation, not external capital markets or tax incentives. Over time, the commons capital base grows geometrically as reinvested profits compound creating systemic economic democratization without ownership redistribution.

8. Analyzing the 20% Allocation to the CCE Benefits Fund. According to the Federal Reserve’s Z.1 Financial Accounts (2025 Q2), the U.S. nonfinancial corporate after-tax profits was $2.17 trillion annually. If 20% of that were devoted to CCE Benefits Funds this equals in amount to $424 billion per year (0.20 × 2.17T = $434B). According to the Bureau of Labor Statistics (BLS, 2025), employer-provided benefits (including health insurance, retirement, and legally required benefits) cost $14.50 per hour on average. For 135 million full-time workers, that’s roughly $400–450 billion annually in health-related benefits just from the private sector. So, an additional $434 billion from the CCEs would roughly double the total employer-provided health and welfare investment in the U.S. economy. Here’s what that means in real terms for workers, if distributed proportionally across the workforce:

Type of benefit expansionApproximate potential effect
Universal employer-paid health insuranceCould cover all uninsured full-time workers in the private sector (15–20 million people)[8],[9]
Full family coverageEmployers could upgrade single coverage to family coverage without cost-sharing
Paid sick and family leaveCould fund 10–12 weeks of paid family leave for all full-time workers
Retirement augmentationCould increase 401(k) or pension contributions by 3–4% of wages across the board[10],[11]
Mental health & preventive care programsLarge-scale coverage for counseling, preventive screenings, and wellness programs[12],[13],[14],[15]

9. Measurable social and economic outcomes. Econometric studies (OECD, RAND, Harvard Public Health) suggest: each 1% increase in employer-paid health coverage reduces household medical bankruptcy rates by about 0.5–0.6%, expanding paid leave correlates with lower turnover (−10–15%) and higher labor force participation (especially among women), and better preventive care reduces total health expenditure by 5–10% over 5–10 years. If 20% of profits, $434B, went into these programs: the share of workers lacking employer coverage could drop from 10% to near zero, household out-of-pocket medical costs (currently $470B) could drop by 30–40%, worker retention and productivity could increase by 5–10% economy-wide. From a worker-level perspective, the distribution of $434B among 135M full-time workers would cover full family health premiums for lower-wage workers, provide paid leave, or supplement retirement and disability programs. If the CCEs devoted 20% of their net profits to the Benefits Fund, we would expect the following results:

Impact dimensionExpected result
Economic$434 billion per year in new benefits spending
Worker impact$3,000+ per worker in additional support
Health impactVirtually universal employer-based health coverage
MacroeconomicHigher productivity, lower turnover, stronger household balance sheets
Long-termLower public health burden, greater labor force stability, improved well-being

This could move U.S. employment standards from the current patchwork system to near-Nordic levels of worker welfare and security, without taxation or redistribution purely through internal profit allocation.

10. Determining the Effect of Increasing the Social Benefits Funds to 25%. According to the 2025 BEA/FRED data, after-tax profits of U.S. non-financial corporations annually was $2.17T. At 20%, the social-benefits fund would be $434B. At 25%, it becomes $542 billion, an increase of $108 billion per year. That’s an extra 25% boost to the benefit pool. The extra 5% could buy:

Benefit categoryAdded $108B could finance…Net effect
Health coverage expansionFree full-family plans for all lower-income full-time workersNear-universal private coverage
Paid family & medical leave8–10 weeks fully paid leave for every workerMajor gain in work-life balance
Retirement & disability+1% of wages in employer contributions nationwide10–15 % higher retirement balances after 25 yrs
Childcare & education creditsSubsidized childcare or tuition for 15M familiesIncreased female labor participation
Mental health & preventive careUniversal access programs at workplacesLower absenteeism, higher productivity

11. Estimated Economic and Social Outcomes. If the CCEs Social Benefits Funds were increased to 25% of net profits, we would estimate the following compared to the status quo: the average value of employer benefits package would increase 17%, uninsured full-time workers would be eliminated, worker out-of-pocket household medical costs would be reduced by 40-50%, worker turnover would be reduced by 15-20%, and labor force participation (especially women) would increase by 3%. Of particular note, the marginal gain from raising the Social Benefits Funs allocation by 5 percentage points (very large at the household level but smaller at the macro level once near-universal coverage has been achieved. In summary, Social Benefits Funds receiving a 25 % allocation would cement Nordic-like benefits, including universal health coverage and paid leave, boost household disposable income by 5%, cut turnover and medical debt further, and still leave half of all profits, approximately $1 trillion for CCE reinvestment and expansion.

  1. Fairbalm, Brett. The Meaning of Rochdale: The Rochdale Pioneers and the Co-operative Principles, Center for the Study of Cooperatives. University of Saskatchewan. 1994.
  2. Consumers’ Cooperative Societies in the United States in 1920. Bulletin of the U.S. Bureau of Labor Statistics. October, 1922. https://fraser.stlouisfed.org/files/docs/publications/bls/bls_0313_1923.pdf.
  3. Morris, David “The Mondragon System: Cooperation at Work”. Copyright Institute for Local Self-Reliance and Infinity, Ltd., p. 32. May 1992. https://ilsr.org/wp-content/uploads/files/images/mondragon.pdf.
  4. There can be somewhat of an overlap between the reserve fund and the reinvestment fund in that funds from either may be used for capital investment in an existing subsidiary. Additionally. The 15%/50% ratio could easily be 20%/45% with the understanding that the benefits funds should receive 45%.
  5. Cheney, George. Values at Work: Employee Participation Meets Market Pressure at Mondragón, Cornell University, ILR Press (1999).
  6. Whyte, William and Whyte, Kathleen. Making Mondragon: The Growth and Dynamics of the Worker Cooperative Complex (International Report, No 14), Cornell University, ILR Press (1988).
  7. The CCE has an indefinite lifespan; can perpetually fund subsidiaries and acquisitions and continues “unlimited in time.” The CCE once formed has sustainable funding: Its goal is to create a permanent, stable source of income, allowing for long-term strategic planning and consistent funding year after year. It promotes capital preservation; the reinvestment fund is protected and invested. A CCE is purpose driven to expand existing subsidiaries or acquire new companies, ensuring that CCE mission continues across generations.
  8. CEPR analysis noting about 16 million workers (about one of every 10 workers in the economy) lack health insurance. Curchin, Emma and Schmitt, John. A Complicated Maze: How Workers Navigate the US Health Care System. Center for Economic and Policy Research, 13 May 2025. https://cepr.net/publications/how-workers-navigate-the-us-health-care-system/?utm_source=chatgpt.com.
  9. Kaiser Family Foundation / KFF and Census background on the uninsured population (25M nonelderly uninsured in recent years) and employer coverage totals. Tolbert, Jennifer; Bell, Clea; Cervantes, Sammy; Singh, Rakesh. The Uninsured Population and Health Coverage, Kaiser Family Foundation, 8 October, 2025. https://www.kff.org/uninsured/health-policy-101-the-uninsured-population-and-health-coverage/?utm_source=chatgpt.com&entry=table-of-contents-introduction.
  10. The article illustrates that the employer contribution (match/non-elective) averages in the 4–5% range (average promised match of 4.6%), so a 3–4 percentage-point uplift is within the range of typical employer contributions and therefore plausible as an across-the-board augmentation. Vanguard, How America Saves 2024 (Malvern, PA: Vanguard, June 2024), https://corporate.vanguard.com/content/dam/corp/research/pdf/how_america_saves_report_2024.pdf?utm_source=chatgpt.com
  11. Vanguard’s large-sample retirement data is the canonical source for employer match/contribution magnitudes and supports the plausibility of a 3–4% employer contribution increase as a realistic augmentation scenario. Vanguard Institutional Investor Group, How America Saves 2024 (Malvern, PA: Vanguard, June 2024), https://corporate.vanguard.com/content/dam/corp/research/pdf/how_america_saves_report_2024.pdf?utm_source=chatgpt.com 
  12. McKinsey / MHI research on scaled mental-health investment showing high economic returns (e.g., $1 → $5–$6 in economic return in some scaling scenarios) and the large potential scope for employer-based and national programs. Brad Herbig et al., “Investing in the future: How better mental health benefits everyone,” McKinsey & Company, 25 April 2025, https://www.mckinsey.com/mhi/our-insights/investing-in-the-future-how-better-mental-health-benefits-everyone?utm_source=chatgpt.com.
  13. A recent peer-review / cohort studies (NCBI / PubMed) and pooled analyses shows positive ROI and reduced total claims when employers enhance behavioral-health benefits (multiple studies reporting net savings / ROI >1). Matt Hawrilenko et al., “Return on Investment of Enhanced Behavioral Health Services,” National Library of Medicine, https://pmc.ncbi.nlm.nih.gov/articles/PMC11800021/?utm_source=chatgpt.com.
  14. This KFF employer survey of coverage of mental health service availability and trends shows employers are increasingly adding behavioral-health access and wellness programs. This is relevant to baseline and scaling potential. Gary Claxton, et al., “Employer Health Benefits 2023 Annual Survey,” Kaiser Family Foundation, 18 October 2023,https://files.kff.org/attachment/Employer-Health-Benefits-Survey-2023-Annual-Survey.pdf?utm_source=chatgpt.com.
  15. This supports scaling counseling, preventive screening, and wellness programs at employer scale as feasible and often cost-effective (and therefore realistic to include as part of a redistributed surplus package). Herbig et al., “Investing in the Future.”

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