NonprofitsThe Esop Association Of America

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

Contributions & grants
Program service revenue$10.1M
Investment income$169K
Other revenue$400K
Total revenue$10.7M

Expenses

Grants paid
Salaries & benefits$4.3M
Fundraising
Other expenses$6.6M
Total expenses$10.9M
Total assets$6.0M
Net assets$671K

People

18 listed

NameRoleCompensation

JAMES BONHAM

PRESIDENT & CEO

Board

$508K

35 hrs/wk

DAVID FITZ-GERALD

CHAIR EMPLOYEE OWNERSHIP FOUNDATION

Board

1 hrs/wk

PETER A NEY

CHAIR PUBLIC POLICY

Board

1 hrs/wk

ROBYN POLLINA AT LARGE

BOARD MEMBER - UNTIL 4/2024

Board

1 hrs/wk

KAREN ELLIS

CHAIR

Board

1 hrs/wk

BECKY STREFF

CHAIR CRCC

Board

1 hrs/wk

LORI STUART

CHAIR ADVISORY

Board

1 hrs/wk

GARY SHORMAN

AT LARGE BOARD MEMBER

Board

1 hrs/wk

DERRICK VICK

VICE CHAIR

Board

1 hrs/wk

ALI JAMSHIDI

IMMEDIATE PAST CHAIR

Board

1 hrs/wk

STEVE EARLE

SECRETARY/TREASURER

Board

1 hrs/wk

CARA BENNINGFIELD

PROFESSIONAL MEMBER AT LARGE

Board

1 hrs/wk

CONNIE BURNETTE

AT LARGE BOARD MEMBER

Board

1 hrs/wk

DANIEL MARCUE VICE PRESIDENT

FOR CHAPTER AND EDUCATIONAL PROGRAM

Staff

$270K

40 hrs/wk

KRISTIE MARK

CHIEF OPERATING OFFICER

Staff

$254K

30 hrs/wk

GREG FACCHIANO VP GOVERNMENT

RELATIONS AND PUBLIC AFFAIRS

Staff

$226K

40 hrs/wk

JENNIFER EDWARDS

VICE PRESIDENT, MEMBER SERVICES

Staff

$164K

40 hrs/wk

DANIELLE DUFFY

SENIOR DIRECTOR OF OPERATIONS

Staff

$143K

31 hrs/wk

Independent contractors

VC4 LLC

AUDIO/VISUAL

$290K

CORNERSTONE GOVERNMENT AFFAIRS

GOVERNMENT AND CONSULTING SERVICES

$240K

ACADIA BAY CONSULTING LLC

TECHNICAL SUPPORT

$112K

KEPPLER SPEAKERS

SPEAKERS FOR EVENTS

$105K

Grants received

Showing 1 of 1

FromAmountPurposeYear

Funded by

$450K from 1 funder · 1 grant · 2020

Details

EIN942478143
Subsection06
Ruling date1978-08
Formed1978
Employees29
Volunteers150
THE ESOP ASSOCIATION OF AMERICA — Mission, Financials & Grants Received | Grantivo