WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE ESOP ASSOCIATION, founded in 1978, is a community nonprofit that reported $9.7M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.
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 ARE CLOSELY HELD BUSINESSES, AND INCLUDE BOTH C AND S CORPORATIONS, ACROSS ALL INDUSTRIES.
CONFERENCES, WEBINARS, AND ROUNDTABLES: OVER 9000 PERSONS, MOSTLY EMPLOYEES OF ASSOCIATION MEMBERS, ATTENDED FOUR NATIONAL CONFERENCES, OVER 70 LOCAL, STATE, AND REGIONAL ROUNDTABLES, SEMINARS, AND...
CONFERENCES, WEBINARS, AND ROUNDTABLES: OVER 9000 PERSONS, MOSTLY EMPLOYEES OF ASSOCIATION MEMBERS, ATTENDED FOUR NATIONAL CONFERENCES, OVER 70 LOCAL, STATE, AND REGIONAL ROUNDTABLES, SEMINARS, AND CONFERENCES IN 2023. THESE GATHERINGS FOCUSED PRIMARILY ON MANAGEMENT AND LEADERSHIP LEARNING TO IMPROVE CORPORATE MEMBERS' OWNERSHIP CULTURE THAT RESEARCH AND DATA INDICATES LEADS TO MORE PRODUCTIVE AND PROFITABLE EMPLOYEE-OWNED COMPANIES. SECONDARILY, THE EDUCATION FOCUSED ON THE MANY LAWS AND REGULATIONS, JUDICIAL RULINGS THAT MUST BE COMPLIED WITH BY CORPORATIONS SPONSORING AN EMPLOYEE STOCK OWNERSHIP PLAN.
MEMBERSHIP: APPROXIMATELY 3,000 MEMBERS ARE PROVIDED INFORMATION ABOUT DEVELOPMENTS WITH REGARD TO FEDERAL GOVERNMENT LEGISLATIVE, REGULATORY, AND JUDICIAL ACTIVITIES DIRECTLY IMPACTING THE OPERATION...
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. 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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $9,729,069 | $8,572,753 | +0.1% |
| Expenses | $9,475,613 | $8,810,694 | +0.1% |
| Net Income | $253,456 | $-237,941 | -2.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JAMES BONHAM | PRESIDENT & CEO | 35.00 |
Officer
|
$482,163 | $32,820 | $583,863 |
| KRISTIE MARK | CHIEF OPERATING OFFICER | 30.00 |
Highest
|
$229,566 | $35,601 | $341,689 |
| DANIEL MARCUE | CHAPTER DEVELOPMENT | 40.00 |
Highest
|
$233,490 | $49,149 | $282,639 |
| GREG FACCHIANO | VP GIVT RELATIONS AND PUBLIC AFFAIRS | 40.00 |
Highest
|
$210,936 | $43,992 | $254,928 |
| AMANDA RUSHING | VP OF EVENTS & EDUCATION | 40.00 |
Highest
|
$154,204 | $46,735 | $200,939 |
| KAREN ELLIS | CHAIR - AS OF 4/2023 | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| DERRICK VICK | VICE CHAIR - AS OF 4/2023 | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ALI JAMSHIDI | IMMEDIATE PAST CHAIR - AS OF 4/2023 | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| GARY SHORMAN | IMMEDIATE PAST CHAIR - UNTIL 4/2023 | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| CINDY TURCOT IMMEDIATE | PAST CHAIR EOF - UNTIL 4/2023 | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| STEVE EARLE | SECRETARY/TREASURER - AS OF 4/2023 | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| CARA BENNINGFIELD | PROFESSIONAL MEMBER AT LARGE | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID FITZ-GERALD | CHAIR EMPLOYEE OWNERSHIP FOUNDATION | 1.00 |
Director
|
$0 | $0 | $0 |
| DANIEL GOLDSTEIN | AT LARGE BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BRAIN IPPENSEN | AT LARGE BOARD MEMBER - UNTIL 4/2023 | 1.00 |
Director
|
$0 | $0 | $0 |
| PETER A NEY | CHAIR PUBLIC POLICY | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBYN POLLINA | AT LARGE BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BECKY STREFF | CHAIR CRCC | 1.00 |
Director
|
$0 | $0 | $0 |
| LORI STUART | CHAIR ADVISORY | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $9,729,069 | $9,475,613 | $6,482,421 | $253,456 |
| 2022 | $8,572,753 | $8,810,694 | $5,217,535 | $-237,941 |
| 2021 | $6,835,411 | $6,766,207 | $3,829,140 | $69,204 |
| 2020 | $4,768,196 | $4,485,763 | $3,309,253 | $282,433 |
| 2019 | $7,002,608 | $7,544,412 | $3,275,320 | $-541,804 |
| 2018 | $6,388,417 | $6,563,860 | $2,836,938 | $-175,443 |
Compare THE ESOP ASSOCIATION with other nonprofits in District of Columbia and across the country.