Civic Intelligence

The Esop Association

990 • Fiscal year 2016 • EIN 94-2478143

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

Organization ProfileWWW.ESOPASSOCIATION.ORG

View Organization Page

1200 18th street nw No 1125Washington, DC 20036

(202) 293-2971

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.72x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.39x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Net Margin

22nd percentile

-3.0%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

68th percentile

$340,584

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Asset Growth

68th percentile

7.9%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

2.8%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$3,082,466

Up $226,368 (+7.9%) from 2015

Net Assets

Down

$874,881

Down $93,768 (-9.7%) from 2015

Liabilities

Up

$2,207,585

Up $320,136 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin22nd percentile

Revenue

Up

$5,628,624

Up $151,891 (+2.8%) from 2015

Expenses

Up

$5,794,988

Up $209,372 (+3.7%) from 2015

Net Income

Down

-$166,364

Down $57,481 (-53%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,363,655Liabilities 2010: $1,304,877Net Assets 2010: $1,058,7782010Assets 2011: $2,125,455Liabilities 2011: $1,221,873Net Assets 2011: $903,5822011Assets 2012: $2,353,939Liabilities 2012: $1,246,030Net Assets 2012: $1,107,9092012Assets 2013: $2,313,108Liabilities 2013: $1,269,251Net Assets 2013: $1,043,8572013Assets 2014: $2,907,706Liabilities 2014: $1,803,223Net Assets 2014: $1,104,4832014Assets 2015: $2,856,098Liabilities 2015: $1,887,449Net Assets 2015: $968,6492015Assets 2016: $3,082,466Liabilities 2016: $2,207,585Net Assets 2016: $874,8812016Assets 2017: $3,180,324Liabilities 2017: $2,036,321Net Assets 2017: $1,144,0032017Assets 2018: $2,836,938Liabilities 2018: $1,975,781Net Assets 2018: $861,1572018Assets 2019: $3,275,320Liabilities 2019: $2,695,446Net Assets 2019: $579,8742019Assets 2020: $3,309,253Liabilities 2020: $2,336,315Net Assets 2020: $972,9382020Assets 2021: $3,829,140Liabilities 2021: $2,808,325Net Assets 2021: $1,020,8152021Assets 2022: $5,217,535Liabilities 2022: $4,734,330Net Assets 2022: $483,2052022Assets 2023: $6,482,421Liabilities 2023: $5,519,886Net Assets 2023: $962,5352023Assets 2024: $5,958,407Liabilities 2024: $5,287,182Net Assets 2024: $671,2252024

Highlighted filing

2016

Assets$3,082,466
Liabilities$2,207,585
Net Assets$874,881
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2010: $4,134,695Expenses 2010: $4,155,008Net Income 2010: -$20,3132010Revenue 2011: $4,265,567Expenses 2011: $4,398,093Net Income 2011: -$132,5262011Revenue 2012: $4,342,456Expenses 2012: $4,262,924Net Income 2012: $79,5322012Revenue 2013: $4,665,091Expenses 2013: $4,945,687Net Income 2013: -$280,5962013Revenue 2014: $5,123,801Expenses 2014: $5,146,847Net Income 2014: -$23,0462014Revenue 2015: $5,476,733Expenses 2015: $5,585,616Net Income 2015: -$108,8832015Revenue 2016: $5,628,624Expenses 2016: $5,794,988Net Income 2016: -$166,3642016Revenue 2017: $6,128,799Expenses 2017: $6,017,703Net Income 2017: $111,0962017Revenue 2018: $6,388,417Expenses 2018: $6,563,860Net Income 2018: -$175,4432018Revenue 2019: $7,002,608Expenses 2019: $7,544,412Net Income 2019: -$541,8042019Revenue 2020: $4,768,196Expenses 2020: $4,485,763Net Income 2020: $282,4332020Revenue 2021: $6,835,411Expenses 2021: $6,766,207Net Income 2021: $69,2042021Revenue 2022: $8,572,753Expenses 2022: $8,810,694Net Income 2022: -$237,9412022Revenue 2023: $9,729,069Expenses 2023: $9,475,613Net Income 2023: $253,4562023Revenue 2024: $10,652,427Expenses 2024: $10,926,525Net Income 2024: -$274,0982024

Highlighted filing

2016

Revenue$5,628,624
Expenses$5,794,988
Net Income-$166,364
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$5,683,103
Mission and Program Overview

Mission

The esop association represents the interests of all corporations that sponsor employee stock ownership plans, or esops. The esop association provides advocacy and educational services on behalf of its members. Corporate membership in the esop association is open to all esop companies; members range from closely held businesses to public companies, and include both c and s corporations, across all industries.

To represent the interests of all corporations that sponsor employee stock ownership plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,087,874$933,060▼ $154,814
Cash and Non-Interest-Bearing Accounts$696,206$764,108▲ $67,902
Land, Buildings, and Equipment, Net$36,792$445,575▲ $408,783
Savings and Temporary Cash Investments$318,345$265,648▼ $52,697
Accounts Receivable$250,018$264,049▲ $14,031
Prepaid Expenses and Deferred Charges$318,388$256,377▼ $62,011
Inventories for Sale or Use$53,587$43,403▼ $10,184
Total Assets$2,856,098$3,082,466▲ $226,368
Other Assets Total$94,888$110,246▲ $15,358
Liabilities
Deferred Revenue$1,275,073$1,589,429▲ $314,356
Accounts Payable and Accrued Expenses$535,826$521,904▼ $13,922
Other Liabilities$76,550$96,252▲ $19,702
Total Liabilities$1,887,449$2,207,585▲ $320,136
Net Assets / Fund Balance
Unrestricted Net Assets$968,649$874,881▼ $93,768
Total Net Assets Fund Balance$968,649$874,881▼ $93,768
Total Liabilities and Net Assets / Fund Balance$2,856,098$3,082,466▲ $226,368

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$172,759$139,661$312,420
Leasehold Improvements$272,816$30,035$302,851
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Michael KeelingPresidentFT$250,324$58,134$308,458
Daniel L MarcueChapter DevelopmentFT$165,141$18,243$183,384
James M TurnerCFOFT$112,834$34,946$147,780
Gwenn RosenthalVP of AdministrationPT$102,186$18,211$120,397
Rosemary ClementsVP of ConferencesFT$103,795$14,740$118,535
Lisa R BettsVP of MembershipFT$109,675-$109,675

Board Members and Trustees

NameTitle
CINDY TurcotChair
Peter J ShulerChair Advisory Committee
mark r lomeleChair EOF
david l kellyImmediate Past Chair
Tony Lessmeisterstate & regional chair
David Fitz-GeraldVice Chair
Cindy LewisAt Large Board member
Linshuang LuAt Large Board Member
michael willardAt Large Board member
raman venkatSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Long Law Firm LLPlegal services4041 ESSEN LANE Suite 500, Baton Rouge, LA 70809$127,343
Revenue and Support

Revenue Composition

Contributions and Grants
$77,689
Program Service Revenue
$5,323,197
Investment Income
$25,462
Other Revenue
$202,276
Change in Net Assets
$-166,364

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,628,624
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$127,075
Total Revenue per Audited Statements
$5,755,699
Total Revenue per Form 990
$5,628,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,953,373
Salaries, Compensation, and Employee Benefits$1,733,665
Grants and Similar Amounts Paid$107,950
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$2,199,187
Other Salaries and Wages---$1,025,200
Current Officers, Directors, Trustees, and Key Employees---$501,064
Office Expenses---$456,377
Travel---$249,874
Fees for Services Lobbying---$238,080
Fees for Services Other---$230,915
Information Technology---$155,706
Occupancy---$138,784
Grants to Domestic Orgs---$107,950
Payroll Taxes---$91,010
Other Employee Benefits---$86,369
Depreciation Depletion---$68,585
All Other Expenses---$30,992
Pension Plan Contributions---$30,022
Other Expenses---$29,839
Insurance---$26,651
Fees for Services Accounting---$25,955
Total Functional Expenses$0$0$0$5,794,988

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,849,467
Expenses per Audited Statements$5,794,988
Total Expenses per Form 990$5,794,988
Expenses Not Reported on Form 990$54,479
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Employee Ownership Foundationwashington, DC501(c)(3)Operational support$107,950
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$54,479
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Minnesota Golf Tournament$29,423-$2,649-
Illinois Golf Tournament$21,596-$579-
Total Events$77,689-$54,479$-54,479
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$241,371
Total Nondeductible Lobbying and Political Cost$-188,318
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
457 Plan Liability$96,252
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“In emergency situations that arise between the regular quarterly meetings of the Board of Directors, the Executive Committee shall have the power of the Board of Directors. If the Executive Committee does act as the Board of Directors in an emergency session, the Board of Directors must review any such action as the second item of the agenda at the next regularly scheduled meeting of the Board of Directors.”

Form 990, Part VI, Section A, line 6

“There are four classes of members: Corporate members, Professional members, educational members, and affiliate members.”

Form 990, Part VI, Section A, line 7A

“Each corporate member shall have one vote. Each individual professional member shall have one vote. Each firm professional member shall have one vote.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is reviewed by the President and Chief executive officer prior to filing and a copy is provided to each member of the board.”

Form 990, Part VI, Section B, line 12C

“Consistently at Board Meetings the policy is referenced should there be any discussion of a matter that may appear to be a conflict of interest.”

Form 990, Part VI, Section B, line 15A

“CEO, Executive Director or top management: Annually, Compensation Committee of the Board reviews CEO, titled President, compensation and specifically agrees to amount in contract signed by Chief Elected Officer and the Association's Board Chair. Other Officers or key employees: Only the President is an officer by contract, other nine employees compensation set by President in accordance with Board approved budget and annual operations plan.”

Form 990, Part VI, Section C, line 19

“Bylaws published in print and on website. All other information available upon request by any individual.”

Filing and Contact Details

Filer

Filer Name
The Esop Association
EIN
94-2478143
Phone
2022932971
Address
1200 18th street nw No 1125, WASHINGTON, DC 20036

Signing Officer

Name
J Michael Keeling
Title
President
Phone
2022932971
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Michael Keeling
Formed
1978
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
150

Preparer

Firm
Tate and Tryon
Address
2021 L Street NW Suite 400, Washington, DC 20036
Preparer
Elizabeth Heller
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit oversight process has not changed from the prior year.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Fundraising Expenses 54,479.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 54,479.”

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IRS990/Form990PartVIISectionAGrp/PersonNm6Tony Lessmeister
IRS990/Form990PartVIISectionAGrp/PersonNm7michael willard
IRS990/Form990PartVIISectionAGrp/PersonNm8Cindy Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm9Linshuang Lu
IRS990/Form990PartVIISectionAGrp/PersonNm10J Michael Keeling
IRS990/Form990PartVIISectionAGrp/PersonNm11James M Turner
IRS990/Form990PartVIISectionAGrp/PersonNm12Gwenn Rosenthal
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10272724
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11112834
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12104556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13109675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14103795
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15166141
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1038961
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1116119
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1234852
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair Advisory Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chair EOF
IRS990/Form990PartVIISectionAGrp/TitleTxt6state & regional chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7At Large Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8At Large Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT LARGE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP of Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP of Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP of Conferences
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chapter Development
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt077689
IRS990/FundraisingDirectExpensesAmt054479
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0107950
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05683103
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0155706
IRS990/InsuranceGrp/TotalAmt026651
IRS990/InventoriesForSaleOrUseGrp/BOYAmt053587
IRS990/InventoriesForSaleOrUseGrp/EOYAmt043403
IRS990/InvestmentIncomeGrp/ExclusionAmt025462
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025462
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01087874
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0933060
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0169696
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036792
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0445575
IRS990/LandBldgEquipCostOrOtherBssAmt0615271
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ESOP ASSOCIATION REPRESENTS THE INTERESTS OF ALL CORPORATIONS THAT SPONSOR EMPLOYEE STOCK OWNERSHIP PLANS, OR ESOPS. THE ESOP ASSOCIATION PROVIDES ADVOCACY AND EDUCATIONAL SERVICES ON BEHALF OF ITS MEMBERS. CORPORATE MEMBERSHIP IN THE ESOP ASSOCIATION IS OPEN TO ALL ESOP COMPANIES; MEMBERS ARE CLOSELY HELD BUSINESSES, AND INCLUDE BOTH C AND S CORPORATIONS, ACROSS ALL INDUSTRIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0968649
IRS990/NetAssetsOrFundBalancesEOYAmt0874881
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-54479
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-54479
IRS990/NetUnrelatedBusTxblIncmAmt035481
IRS990/NetUnrlzdGainsLossesInvstAmt072596
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0138784
IRS990/OfficeExpensesGrp/TotalAmt0456377
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt094888
IRS990/OtherAssetsTotalGrp/EOYAmt0110246
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086369
IRS990/OtherExpensesGrp/Desc0Chapter Development
IRS990/OtherExpensesGrp/Desc1Governance
IRS990/OtherExpensesGrp/Desc2Publications
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt036320
IRS990/OtherExpensesGrp/TotalAmt133601
IRS990/OtherExpensesGrp/TotalAmt232507
IRS990/OtherExpensesGrp/TotalAmt329839
IRS990/OtherLiabilitiesGrp/BOYAmt076550
IRS990/OtherLiabilitiesGrp/EOYAmt096252
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt067364
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt067364
IRS990/OtherRevenueTotalAmt067364
IRS990/OtherSalariesAndWagesGrp/TotalAmt01025200
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt091010
IRS990/PensionPlanContributionsGrp/TotalAmt030022
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0318388
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0256377
IRS990/PrincipalOfficerNm0J Michael Keeling
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS/CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt087450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03020792
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12120272
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt287883
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03115042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12120272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt287883
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt06800
IRS990/ProgSrvcAccomActy2Grp/Desc0Membership: Approximately 2,500 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. A membership directory is provided that includes professionals who provide unique services to corporations sponsoring ESOPs, a listing of Corporate members, by state, and by line of business.
IRS990/ProgSrvcAccomActy3Grp/Desc0Government 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDING TECHNICAL ASSISTANCE TO MEMBERS AND THE PUBLIC: PUBLICATIONS, SEMINARS, AND EDUCATION ON ESOP COMPANY MANAGEMENT.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt069473
IRS990/PYGrantsAndSimilarPaidAmt090483
IRS990/PYInvestmentIncomeAmt030317
IRS990/PYOtherExpensesAmt03771799
IRS990/PYOtherRevenueAmt0183356
IRS990/PYProgramServiceRevenueAmt05193587
IRS990/PYRevenuesLessExpensesAmt0-108883
IRS990/PYSalariesCompEmpBnftPaidAmt01723334
IRS990/PYTotalExpensesAmt05585616
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05476733
IRS990/ReconcilationRevenueExpnssAmt0-166364
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0141045
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0189391
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt048346
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0318345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0265648
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0424054
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt0-612372
IRS990ScheduleC/DuesAssessmentsAmt02120272
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-429689
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0241371
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0-188318
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0172759
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0139661
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0312420
IRS990ScheduleD/ExpensesNotReportedAmt054479
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05794988
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0272816
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt030035
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0302851
IRS990ScheduleD/NetUnrealizedGainsInvstAmt072596
IRS990ScheduleD/OtherExpensesIncludedAmt054479
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt096252
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0457 Plan Liability
IRS990ScheduleD/OtherRevenueAmt054479
IRS990ScheduleD/RevenueNotReportedAmt0127075
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05628624
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Fundraising Expenses 54,479.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising Expenses 54,479.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0445575
IRS990ScheduleD/TotalExpensesPerForm990Amt05794988
IRS990ScheduleD/TotalLiabilityAmt096252
IRS990ScheduleD/TotalRevenuePerForm990Amt05628624
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05755699
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05849467
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt077689
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029423
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt021596
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt026670
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054479
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MINNESOTA GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Illinois Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05984
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt012267
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077689
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-54479

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,082,466
Liabilities
$2,207,585
Net assets
$874,881
Revenue
$5,628,624
Expenses
$5,794,988
Net income
-$166,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.96$5.29$0.67$10.7$10.9$0.27
2023Detailed filing. Detailed filing data is available for this year.$6.48$5.52$0.96$9.73$9.48$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$4.73$0.48$8.57$8.81$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.83$2.81$1.02$6.84$6.77$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.31$2.34$0.97$4.77$4.49$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.28$2.70$0.58$7.00$7.54$0.54
2018Detailed filing. Detailed filing data is available for this year.$2.84$1.98$0.86$6.39$6.56$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.18$2.04$1.14$6.13$6.02$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.08$2.21$0.87$5.63$5.79$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.86$1.89$0.97$5.48$5.59$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.91$1.80$1.10$5.12$5.15$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.31$1.27$1.04$4.67$4.95$0.28
2012Summary only. Only limited summary data is available for this year.$2.35$1.25$1.11$4.34$4.26$0.08
2011Summary only. Only limited summary data is available for this year.$2.13$1.22$0.90$4.27$4.40$0.13
2010Summary only. Only limited summary data is available for this year.$2.36$1.30$1.06$4.13$4.16$0.02