EMPLOYEE-OWNED S CORPORATIONS OF A… - 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

2000

Legal Domicile

Principal Officer

STEPHANIE SILVERMAN

Phone

2024668700

Tax Period

2025-01-01 to 2025-12-31

EMPLOYEE-OWNED S CORPORATIONS OF AMERICA C/O VENN STRATEGIES LLC, founded in 2000, is a community nonprofit in the Community Improvement sector that reported $4.1M in total revenue in fiscal year 2025. Expenses of $3.9M left a modest 6% surplus.

Mission

TO RECEIVE, ADMINISTER, AND EXPEND FUNDS TO PROMOTE AND REPRESENT THE COMMON BUSINESS INTERESTS OF AND IMPROVE CONDITIONS AMONG CORPORATIONS THAT HAVE EMPLOYEE STOCK OWNERSHIP PLANS THAT HAVE FILED OR MAY FILE AN ELECTION TO BE TAXED UNDER SUBCHAPTER S OF THE INTERNAL REVENUE CODE OF 1986, OR CORRESPONDING PROVISIONS OF ANY SUBSEQUENT FEDERAL TAX LAWS WITHIN THE MEANING OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

MONITORED AND PROMOTED ENACTMENT OR MAINTENANCE OF LEGISLATION/POLICY SUPPORTING MEMBER INTERESTS AND SERVED AS A LIAISON BETWEEN THE FEDERAL GOVERNMENT AND THE NATIONAL COMMUNITY OF S-CORPORATION...

MONITORED AND PROMOTED ENACTMENT OR MAINTENANCE OF LEGISLATION/POLICY SUPPORTING MEMBER INTERESTS AND SERVED AS A LIAISON BETWEEN THE FEDERAL GOVERNMENT AND THE NATIONAL COMMUNITY OF S-CORPORATION ESOP COMPANIES.

Program 2

PROVIDED BUSINESS INFORMATION AND SPONSORED ANNUAL ASSOCIATION MEETING FOR MEMBERS.

Program 3

PROMOTED PUBLIC AWARENESS OF S-CORPORATION ESOP COMPANIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,969,633

Investment Income $178,825

Other Revenue $0

TOTAL REVENUE $4,148,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,913,616

TOTAL EXPENSES $3,913,616

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,148,458	$3,955,406	+0.0%
Expenses	$3,913,616	$3,828,792	+0.0%
Net Income	$234,842	$126,614	+0.9%

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

N/A

Volunteers

100

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN HOLT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID SCHAEFER	TREASURER (UNTIL 5/2025)	2.00	Officer Director	$0	$0	$0
JUDY SKILES LAVERS	TREASURER (FROM 5/2025)	2.00	Officer Director	$0	$0	$0
CATHY BROWN	DIRECTOR	1.25	Director	$0	$0	$0
EVA MILLER	DIRECTOR	1.25	Director	$0	$0	$0
TOM ROBERTS	DIRECTOR	1.25	Director	$0	$0	$0
ART MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ALISSA SCHUESSLER	DIRECTOR	1.00	Director	$0	$0	$0
BILL ROARK	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG DENSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CAIN	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY WELSAND	DIRECTOR	1.00	Director	$0	$0	$0
REX FISHER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BECKLEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
JOEY NESTEGARD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL FALETTI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ECKHARDT	DIRECTOR	1.00	Director	$0	$0	$0
TOM LAMPE	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN DEWITT	DIRECTOR	1.00	Director	$0	$0	$0
IKE KIMBALL	DIRECTOR	1.00	Director	$0	$0	$0
MARK EDMONDS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
JASON KELLY	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON SHIRLEY	DIRECTOR	1.00	Director	$0	$0	$0
PAM DOEPPE	DIRECTOR	1.00	Director	$0	$0	$0
ROD STREETS	DIRECTOR	1.00	Director	$0	$0	$0
SHANE WASLASKI	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN UCCI	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL KNICK	DIRECTOR	1.00	Director	$0	$0	$0
TOMMY AUGER	DIRECTOR (FROM 9/2025)	1.00	Director	$0	$0	$0
STEPHANIE SILVERMAN	PRESIDENT/SECRETARY	20.00	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	$4,148,458	$3,913,616	$5,095,779	$234,842
2024	$3,955,406	$3,828,792	$4,949,208	$126,614
2023	$3,808,216	$3,750,117	$4,790,803	$58,099
2022	$2,817,233	$2,417,591	$5,054,025	$399,642
2021	$2,471,785	$2,305,949	$3,982,152	$165,836
2020	$2,588,332	$2,126,493	$3,778,986	$461,839
2019	$3,166,688	$2,949,807	$3,312,573	$216,881
2018	$3,052,564	$2,899,844	$2,427,649	$152,720

EMPLOYEE-OWNED S CORPORATIONS OF AMERICA C/O VENN STRATEGIES LLC