Civic Intelligence

The Esop Association

990 • Fiscal year 2018 • EIN 94-2478143

Jan 01, 2018 to Dec 31, 2018 • Filed on May 16, 2019

Organization ProfileWWW.ESOPASSOCIATION.ORG

View Organization Page

1200 18th Street NW No 1125Washington, DC 20036

(202) 293-2971

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,836,938

Flat from 2018

Net Assets

Flat

$861,157

Flat from 2018

Liabilities

Flat

$1,975,781

Flat from 2018

Revenue And Expenses

Revenue

Flat

$6,388,417

Flat from 2018

Expenses

Flat

$6,563,860

Flat from 2018

Net Income

Flat

-$175,443

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$2,836,938
Liabilities$1,975,781
Net Assets$861,157
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$6,388,417
Expenses$6,563,860
Net Income-$175,443
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 16, 2019
Return Version
2018v3.1
Gross Receipts
$6,438,523
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$1,079,893$997,991▼ $81,902
Cash and Non-Interest-Bearing Accounts$767,971$607,499▼ $160,472
Savings and Temporary Cash Investments$288,649$316,738▲ $28,089
Land, Buildings, and Equipment, Net$368,203$309,865▼ $58,338
Accounts Receivable$300,667$284,767▼ $15,900
Prepaid Expenses and Deferred Charges$201,330$163,200▼ $38,130
Inventories for Sale or Use$29,279$15,092▼ $14,187
Total Assets$3,180,324$2,836,938▼ $343,386
Other Assets Total$144,332$141,786▼ $2,546
Liabilities
Deferred Revenue$1,715,834$1,723,840▲ $8,006
Other Liabilities$130,337$127,791▼ $2,546
Accounts Payable and Accrued Expenses$190,150$124,150▼ $66,000
Total Liabilities$2,036,321$1,975,781▼ $60,540
Net Assets / Fund Balance
Unrestricted Net Assets$1,144,003$861,157▼ $282,846
Total Net Assets Fund Balance$1,144,003$861,157▼ $282,846
Total Liabilities and Net Assets / Fund Balance$3,180,324$2,836,938▼ $343,386

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$97,118$223,605$320,723
Leasehold Improvements$212,747$90,104$302,851
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Michael KeelingPresidentFT$288,051$57,277$345,328
Daniel L MarcueChapter DevelopmentFT$197,657$17,737$215,394
James M TurnerCFOFT$139,117$22,511$161,628
Gwenn RosenthalVP of AdministrationPT$124,380$19,617$143,997
Rosemary ClementsVP of ConferencesFT$124,000$16,680$140,680
Sharon G SpencerAdministrative AssistantFT$109,159$13,975$123,134
Patrick MirzaVP of CommunicationFT$100,830$4,000$104,830

Board Members and Trustees

NameTitle
David Fitz-geraldChair
Jeffrey S TarbellChair Advisory Committee
Mark R LomeleChair Eof
Cindy TurcotImmediate Past Chair
Missy PieskeState & Regional Chair
Gary ShormanVice Chair
Michael WillardAt Large Board Member
Sue ButlerAt Large Board Member
Theodore BeckerAt Large Board Member
Ali JamshidiSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
James LuetkemeyerAdministrative Services2519 ONTARIO ROAD NW, Washington, DC 20009$136,633
Long Law Firm LLPLegal Services4041 ESSEN LANE SUITE 500, Baton Rouge, LA 70809$125,643
Groom Law GroupLegal Services1701 PENNSYLVANIA AVE NW, Washington, DC 20006$125,000
Red Leaf Business ManagementAdministrative Services385 MARCH HILL ROAD, Walpole, NH 03608$109,380
Revenue and Support

Revenue Composition

Contributions and Grants
$73,867
Program Service Revenue
$6,052,880
Investment Income
$40,408
Other Revenue
$221,262
Change in Net Assets
$-175,443

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,388,417
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-57,297
Total Revenue per Audited Statements
$6,331,120
Total Revenue per Form 990
$6,388,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,544,749
Salaries, Compensation, and Employee Benefits$1,911,136
Grants and Similar Amounts Paid$107,975
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$2,421,337
Other Salaries and Wages---$1,098,265
Current Officers, Directors, Trustees, and Key Employees---$579,379
Office Expenses---$454,156
Fees for Services Other---$378,058
Fees for Services Lobbying---$284,622
Travel---$279,751
Information Technology---$272,837
Occupancy---$147,318
Grants to Domestic Orgs---$107,975
Other Employee Benefits---$106,460
Payroll Taxes---$100,777
Depreciation Depletion---$68,432
All Other Expenses---$35,263
Other Expenses---$31,632
Insurance---$29,129
Fees for Services Accounting---$27,216
Pension Plan Contributions---$26,255
Total Functional Expenses$0$0$0$6,563,860

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,613,966
Expenses per Audited Statements$6,563,860
Total Expenses per Form 990$6,563,860
Expenses Not Reported on Form 990$50,106
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Employee Ownership FoundationWashington, DC501(c)(3)Operational Support$107,975
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$50,106
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Minnesota Golf Tournament$21,280-$1,074-
Illinois Golf Tournament$17,025-$765-
Total Events$73,867-$50,106$-50,106
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$284,622
Total Nondeductible Lobbying and Political Cost$-544,416
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
457 Plan Liability$127,791
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 the chief financial officer prior to filing.”

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
James J Bonham
Title
President
Phone
2022932971
Signed
2019-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James J Bonham
Formed
1978
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
13
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 50,106.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 50,106.”

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IRS990/Form990PartVIISectionAGrp/PersonNm4JEFFREY S TARBELL
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK R LOMELE
IRS990/Form990PartVIISectionAGrp/PersonNm6MISSY PIESKE
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL WILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm8SUE BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm9THEODORE BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm10J MICHAEL KEELING
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES M TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm12GWENN ROSENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm13PATRICK MIRZA
IRS990/Form990PartVIISectionAGrp/PersonNm14ROSEMARY CLEMENTS
IRS990/Form990PartVIISectionAGrp/PersonNm15DANIEL L MARCUE
IRS990/Form990PartVIISectionAGrp/PersonNm16SHARON G SPENCER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10307419
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11142814
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12126180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13100830
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14124000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15200657
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16109159
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/ReportableCompFromRltdOrgAmt1043917
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1120402
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1242060
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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 COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF CONFERENCES
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAPTER DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATIVE ASSISTANT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt073867
IRS990/FundraisingDirectExpensesAmt050106
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0107975
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06438523
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0272837
IRS990/InsuranceGrp/TotalAmt029129
IRS990/InventoriesForSaleOrUseGrp/BOYAmt029279
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015092
IRS990/InvestmentIncomeGrp/ExclusionAmt040408
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040408
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01079893
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0997991
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0313709
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0368203
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0309865
IRS990/LandBldgEquipCostOrOtherBssAmt0623574
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/NetAssetsOrFundBalancesBOYAmt01144003
IRS990/NetAssetsOrFundBalancesEOYAmt0861157
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-50106
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-50106
IRS990/NetUnrelatedBusTxblIncmAmt053545
IRS990/NetUnrlzdGainsLossesInvstAmt0-107403
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0147318
IRS990/OfficeExpensesGrp/TotalAmt0454156
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0144332
IRS990/OtherAssetsTotalGrp/EOYAmt0141786
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0106460
IRS990/OtherExpensesGrp/Desc0PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1CHAPTER DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2GOVERNANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt039816
IRS990/OtherExpensesGrp/TotalAmt138557
IRS990/OtherExpensesGrp/TotalAmt236625
IRS990/OtherExpensesGrp/TotalAmt331632
IRS990/OtherLiabilitiesGrp/BOYAmt0130337
IRS990/OtherLiabilitiesGrp/EOYAmt0127791
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt074554
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt074554
IRS990/OtherRevenueTotalAmt074554
IRS990/OtherSalariesAndWagesGrp/TotalAmt01098265
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0100777
IRS990/PensionPlanContributionsGrp/TotalAmt026255
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0201330
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0163200
IRS990/PrincipalOfficerNm0JAMES J BONHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS/CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt097800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03614130
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12274289
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt259961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03718630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12274289
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259961
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt06700
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/PYContributionsGrantsAmt077421
IRS990/PYGrantsAndSimilarPaidAmt0140061
IRS990/PYInvestmentIncomeAmt029156
IRS990/PYOtherExpensesAmt03990406
IRS990/PYOtherRevenueAmt0215351
IRS990/PYProgramServiceRevenueAmt05806871
IRS990/PYRevenuesLessExpensesAmt0111096
IRS990/PYSalariesCompEmpBnftPaidAmt01887236
IRS990/PYTotalExpensesAmt06017703
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06128799
IRS990/ReconcilationRevenueExpnssAmt0-175443
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0146713
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0196814
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt050101
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0288649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0316738
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0454858
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt0-999274
IRS990ScheduleC/DuesAssessmentsAmt02274289
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-829038
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0284622
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0-544416
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt097118
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0223605
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0320723
IRS990ScheduleD/ExpensesNotReportedAmt050106
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06563860
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0212747
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt090104
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0302851
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-107403
IRS990ScheduleD/OtherExpensesIncludedAmt050106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0127791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0457 PLAN LIABILITY

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,836,938
Liabilities
$1,975,781
Net assets
$861,157
Revenue
$6,388,417
Expenses
$6,563,860
Net income
-$175,443
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
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