ENGLISH SPEAKING UNION OF THE UNIT… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Principal Officer

ANTHONY DIFILIPPO

Phone

2128181200

Tax Period

2024-07-01 to 2025-06-30

ENGLISH SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS, founded in 1920, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 22% operating margin.

Mission

TO UTILIZE ENGLISH AS A CATALYST TO FOSTER GLOBAL UNDERSTANDING AND GOOD WILL BY PROVIDING EDUCATIONAL OPPORTUNITIES AND CULTURAL EXCHANGE FOR STUDENTS, EDUCATORS, AND RECENT IMMIGRANTS.IN A SHRINKING WORLD DOMINATED BY DOLLARS AND DIGITS, UNPRECEDENTED NUMBERS OF DISPLACED PERSONS, THE ESU BELIEVES IN BUILDING A BETTER WORLD THROUGH THE ENGLISH LANGUAGE AND INTERNATIONAL EXCHANGE. WE WORK TO INSPIRE COMMON BONDS, PERSON-TO-PERSON, ONE CONVERSATION, ONE PRESENTATION AND ONE EXCHANGE AT A TIME. BY PROMOTING CREATIVE AND CONFIDENT CIVIL DISCOURSE, WE ENABLE PARTICIPANTS TO RISE TO THEIR POTENTIAL AS INDIVIDUALS, THRIVE AS GLOBAL CITIZENS, AND JOIN WORLDWIDE IN PURSUING CONDITIONS FOR PEACE.

Program Service Accomplishments

Program 1

Expenses: $1,781,537 Revenue: $153,321

THE ANDREW ROMAY NEW IMMIGRANT CENTER (ARNIC):ANDREW ROMAY NEW IMMIGRANT CENTER (ARNIC) - IS A NEED-BASED SCHOLARSHIP PROGRAM EMPOWERS RECENT IMMIGRANTS WITH THE SKILLS, RESOURCES AND NETWORKS TO...

THE ANDREW ROMAY NEW IMMIGRANT CENTER (ARNIC):ANDREW ROMAY NEW IMMIGRANT CENTER (ARNIC) - IS A NEED-BASED SCHOLARSHIP PROGRAM EMPOWERS RECENT IMMIGRANTS WITH THE SKILLS, RESOURCES AND NETWORKS TO BUILD SUCCESSFUL LIVES IN THE U.S. IT OFFERS ENGLISH CLASSES, WEEKLY CONVERSATION PRACTICE, PROFESSIONAL DEVELOPMENT AND COMMUNITY INTEGRATION.

Program 2

Expenses: $514,702 Revenue: $0

SCHOLARSHIPS - TRAVEL AND LEARN ABROAD: EDUCATORS AND LIFELONG LEARNERS: STUDY IN THE UNITED KINGDOM FOR AN UNFORGETTABLE IMMERSIVE EXPERIENCE! LIVE AND LEARN ON THE FAMED CAMPUSES OF OXFORD AND...

SCHOLARSHIPS - TRAVEL AND LEARN ABROAD: EDUCATORS AND LIFELONG LEARNERS: STUDY IN THE UNITED KINGDOM FOR AN UNFORGETTABLE IMMERSIVE EXPERIENCE! LIVE AND LEARN ON THE FAMED CAMPUSES OF OXFORD AND EDINBURGH OR DISCOVER SHAKESPEARE IN THE CONTEXT THAT BROUGHT HIS WORKS TO LIFE - EXPLORING HIS HOMETOWN IN STRATFORD OR PERFORMING ON THE STAGE OF THE GLOBE THEATRE IN LONDON.SECONDARY SCHOOL EXCHANGE PROGRAM: SECONDARY SCHOOL EXCHANGE IS ONE OF THE ESU'S OLDEST EDUCATION PROGRAMS. FOUNDED IN 1928, THOUSANDS OF BRITISH AND AMERICAN STUDENTS HAVE ENJOYED ESU FELLOWSHIP AND STUDY ABROAD.LUARD MORSE SCHOLARSHIPS: SINCE 1969, THE ENGLISH-SPEAKING UNION HAS PROVIDED LUARD MORSE SCHOLARSHIPS TO STUDENTS ATTENDING HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS) TO STUDY IN THE UNITED KINGDOM.

Program 3

Expenses: $190,503 Revenue: $0

NATIONAL SHAKESPEARE COMPETITION - THE ESU NATIONAL SHAKESPEARE COMPETITION IS A PERFORMANCE-BASED EDUCATION PROGRAM. HIGH SCHOOL STUDENTS DEVELOP ANALYTICAL AND COMMUNICATION SKILLS BY PERFORMING...

NATIONAL SHAKESPEARE COMPETITION - THE ESU NATIONAL SHAKESPEARE COMPETITION IS A PERFORMANCE-BASED EDUCATION PROGRAM. HIGH SCHOOL STUDENTS DEVELOP ANALYTICAL AND COMMUNICATION SKILLS BY PERFORMING SHAKESPEARE AT THE SCHOOL, COMMUNITY AND NATIONAL LEVELS. SINCE 1983 MORE THAN 360,000 STUDENTS HAVE BROUGHT THE TIMELESS WORKS OF SHAKESPEARE TO LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,444,325

Program Service Revenue $672,347

Investment Income $2,910,929

Other Revenue $110,124

TOTAL REVENUE $5,137,725

Expense Breakdown

Grants Paid $685,336

Salaries & Benefits $1,045,473

Fundraising Expenses $311,620

Program Expenses $2,755,870

Other Expenses $2,102,059

TOTAL EXPENSES $3,985,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,137,725	$3,542,871	+0.5%
Expenses	$3,985,402	$3,652,146	+0.1%
Net Income	$1,152,323	$-109,275	-11.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

2000

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$107,283

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
E QUINN PEEPER	CHAIRMAN	3.00	Officer Director	$0	$0	$0
DARRYL MCCORMICK	VICE CHAIR	3.00	Officer Director	$0	$0	$0
FRANK PAUL BARBER	DIRECTOR THRU OCT 2024	3.00	Director	$0	$0	$0
DONALD BEST	DIRECTOR	3.00	Director	$0	$0	$0
DR GREGORY BUCK	DIRECTOR	3.00	Director	$0	$0	$0
DR JULIA VAN DE WATER	DIRECTOR THRU MAR 2025	3.00	Director	$0	$0	$0
MARY COLEMAN WAY	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN FERRIS	DIRECTOR	3.00	Director	$0	$0	$0
BRUCE HAEFNER	DIRECTOR	3.00	Director	$0	$0	$0
BARBARA HUGHES	DIRECTOR	3.00	Director	$0	$0	$0
NATASHA IPPOLITO	DIRECTOR	3.00	Director	$0	$0	$0
DR MARK LAWHORN	DIRECTOR	3.00	Director	$0	$0	$0
DR MARY LEE	DIRECTOR	3.00	Director	$0	$0	$0
STACY LOUIZOS ESQ	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN PHILLIPS	DIRECTOR	3.00	Director	$0	$0	$0
JOHN RAMPE	DIRECTOR	3.00	Director	$0	$0	$0
JOHN SAPP ESQ	DIRECTOR	3.00	Director	$0	$0	$0
MICHELE SEALE	DIRECTOR	3.00	Director	$0	$0	$0
JONATHAN SICHEL	DIRECTOR THRU OCT 2024	3.00	Director	$0	$0	$0
BARBARA STARK	DIRECTOR	3.00	Director	$0	$0	$0
BRUCE THOMPSON	DIRECTOR	3.00	Director	$0	$0	$0
BEATRICE VON DER SCHULENBURG	DIRECTOR	3.00	Director	$0	$0	$0
MARK WALTER	DIRECTOR	3.00	Director	$0	$0	$0
ANTHONY DIFILIPPO	CONTROLLER	32.50	Officer	$84,907	$22,376	$107,283
KAREN KARPOWICH	PRESIDENT/EXEC. DIRECTOR/SECRETARY	32.50	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,137,725	$3,985,402	$29,924,533	$1,152,323
2024	$3,542,871	$3,652,146	$28,832,105	$-109,275
2023	$3,230,230	$3,919,306	$25,949,172	$-689,076
2022	$4,711,088	$3,467,612	$24,786,114	$1,243,476
2021	$4,010,219	$2,790,018	$30,832,644	$1,220,201
2020	$2,794,541	$3,110,808	$25,930,497	$-316,267
2019	$3,323,111	$3,714,690	$25,162,903	$-391,579
2018	$4,105,428	$3,653,416	$26,220,304	$452,012

ENGLISH SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS