The Esop Association Of America
WASHINGTON, DC
Total revenue
$10.7M
Total expenses
$10.9M
Net assets
$671K
Grants received
$450K
1 grants
EIN
942478143
Tax year
2024
Mission
To represent the interest of all corporations that sponsor employee stock ownership plans.
Programs
3 programs
Membership: approximately 3,000 members are provided information about developments with regard to federal government legislative, regulatory, and judicial activities directly impacting the operation and creation of esops by u.s. Corporations, via written materials, social media, and website postings. The association staff provides presentations to the many conferences and meetings noted in 4a above. The association sells written materials, and electronic materials on the operation of esops in a manner that improves corporate performance, and complies with law and regulations.
Government relations: in accord with its (c)(6) status, the association provides representation services to its members, or lobbying services, by interacting with its members to express their positions on legislation and regulations that impact, or may impact esop operations and creation, and by interacting with offices of congress, certain regulatory agencies, primarily the irs and department of labor, and on occasion by filing amicus briefs in significant lawsuits that may impact esop operation and creation.
Providing technical assistance to members and the public: publications, seminars, and education on esop company management.
Financials
FY 2024
Revenue
Expenses
People
18 listed
JAMES BONHAM
PRESIDENT & CEO
$508K
35 hrs/wk
DAVID FITZ-GERALD
CHAIR EMPLOYEE OWNERSHIP FOUNDATION
—
1 hrs/wk
PETER A NEY
CHAIR PUBLIC POLICY
—
1 hrs/wk
ROBYN POLLINA AT LARGE
BOARD MEMBER - UNTIL 4/2024
—
1 hrs/wk
KAREN ELLIS
CHAIR
—
1 hrs/wk
BECKY STREFF
CHAIR CRCC
—
1 hrs/wk
LORI STUART
CHAIR ADVISORY
—
1 hrs/wk
GARY SHORMAN
AT LARGE BOARD MEMBER
—
1 hrs/wk
DERRICK VICK
VICE CHAIR
—
1 hrs/wk
ALI JAMSHIDI
IMMEDIATE PAST CHAIR
—
1 hrs/wk
STEVE EARLE
SECRETARY/TREASURER
—
1 hrs/wk
CARA BENNINGFIELD
PROFESSIONAL MEMBER AT LARGE
—
1 hrs/wk
CONNIE BURNETTE
AT LARGE BOARD MEMBER
—
1 hrs/wk
DANIEL MARCUE VICE PRESIDENT
FOR CHAPTER AND EDUCATIONAL PROGRAM
$270K
40 hrs/wk
KRISTIE MARK
CHIEF OPERATING OFFICER
$254K
30 hrs/wk
GREG FACCHIANO VP GOVERNMENT
RELATIONS AND PUBLIC AFFAIRS
$226K
40 hrs/wk
JENNIFER EDWARDS
VICE PRESIDENT, MEMBER SERVICES
$164K
40 hrs/wk
DANIELLE DUFFY
SENIOR DIRECTOR OF OPERATIONS
$143K
31 hrs/wk
Independent contractors
VC4 LLC
AUDIO/VISUAL
CORNERSTONE GOVERNMENT AFFAIRS
GOVERNMENT AND CONSULTING SERVICES
ACADIA BAY CONSULTING LLC
TECHNICAL SUPPORT
KEPPLER SPEAKERS
SPEAKERS FOR EVENTS
Grants received
Showing 1 of 1
Funded by
$450K from 1 funder · 1 grant · 2020
$450K · 1 grant · 2020