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THE ESOP ASSOCIATION OF AMERICA: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE ESOP ASSOCIATION OF AMERICA (EIN 94-2478143)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349316448
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T14:12:17-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942478143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ESOP ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlESOPBusinessNameControlTxt
Phone2022932971PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MASSACHUSETTS AVENUE NW 410AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES J BONHAMPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2022932971PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON M FOXPreparerPersonNm
PTINP01365820PTIN
Phone2022274000PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES J BONHAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MASSACHUSETTS AVENUE NW 410AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,936,921GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ESOPASSOCIATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO REPRESENT THE INTEREST OF ALL CORPORATIONS THAT SPONSOR EMPLOYEE STOCK OWNERSHIP PLANS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$57,153TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$49,566NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$8,073,359PYProgramServiceRevenueAmt
CY Program Service Revenue$9,240,132CYProgramServiceRevenueAmt
PY Investment Income$97,201PYInvestmentIncomeAmt
CY Investment Income$58,901CYInvestmentIncomeAmt
PY Other Revenue$402,193PYOtherRevenueAmt
CY Other Revenue$430,036CYOtherRevenueAmt
PY Total Revenue$8,572,753PYTotalRevenueAmt
CY Total Revenue$9,729,069CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,055,441PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,464,474CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,755,253PYOtherExpensesAmt
CY Other Expenses$6,011,139CYOtherExpensesAmt
PY Total Expenses$8,810,694PYTotalExpensesAmt
CY Total Expenses$9,475,613CYTotalExpensesAmt
PY Revenues Less Expenses-$237,941PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$253,456CYRevenuesLessExpensesAmt
Total Assets BOY$5,217,535TotalAssetsBOYAmt
Total Assets EOY$6,482,421TotalAssetsEOYAmt
Total Liabilities BOY$4,734,330TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,519,886TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$483,205NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$962,535NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCONFERENCES, 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEMBERSHIP: 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescGOVERNMENT 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescPROVIDING TECHNICAL ASSISTANCE TO MEMBERS AND THE PUBLIC: PUBLICATIONS, SEMINARS, AND EDUCATION ON ESOP COMPANY MANAGEMENT.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022932971PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MASSACHUSETTS AVENUE NW 410AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JAMES BONHAM
PRESIDENT & CEO35.005.00Yes (X)$482,163$68,880$32,820
KRISTIE MARK
CHIEF OPERATING OFFICER30.0010.00$229,566$76,522$35,601Yes (X)
DANIEL MARCUE
CHAPTER DEVELOPMENT40.00$233,490$0$49,149Yes (X)
GREG FACCHIANO
VP GIVT RELATIONS AND PUBLIC AFFAIRS40.00$210,936$0$43,992Yes (X)
AMANDA RUSHING
VP OF EVENTS & EDUCATION40.00$154,204$0$46,735Yes (X)
KAREN ELLIS
CHAIR - AS OF 4/20231.000.00Yes (X)$0$0$0Yes (X)
DERRICK VICK
VICE CHAIR - AS OF 4/20231.001.00Yes (X)$0$0$0Yes (X)
ALI JAMSHIDI
IMMEDIATE PAST CHAIR - AS OF 4/20231.001.00Yes (X)$0$0$0Yes (X)
GARY SHORMAN
IMMEDIATE PAST CHAIR - UNTIL 4/20231.001.00Yes (X)$0$0$0Yes (X)
CINDY TURCOT IMMEDIATE
PAST CHAIR EOF - UNTIL 4/20231.001.00Yes (X)$0$0$0Yes (X)
STEVE EARLE
SECRETARY/TREASURER - AS OF 4/20231.001.00Yes (X)$0$0$0Yes (X)
CARA BENNINGFIELD
PROFESSIONAL MEMBER AT LARGE1.000.00$0$0$0Yes (X)
DAVID FITZ-GERALD
CHAIR EMPLOYEE OWNERSHIP FOUNDATION1.001.00$0$0$0Yes (X)
DANIEL GOLDSTEIN
AT LARGE BOARD MEMBER1.000.00$0$0$0Yes (X)
BRAIN IPPENSEN
AT LARGE BOARD MEMBER - UNTIL 4/20231.000.00$0$0$0Yes (X)
PETER A NEY
CHAIR PUBLIC POLICY1.000.00$0$0$0Yes (X)
ROBYN POLLINA
AT LARGE BOARD MEMBER1.001.00$0$0$0Yes (X)
BECKY STREFF
CHAIR CRCC1.001.00$0$0$0Yes (X)
LORI STUART
CHAIR ADVISORY1.001.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,310,359TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$145,402TotReportableCompRltdOrgAmt
Total Other Compensation$208,297TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VC4 LLC
8245 BACKLICK RD SUITE ELORTONVA22079AUDIO/VISUAL$275,054
GROOM LAW GROUP CHARTERED
1701 PENNSYLVANIA AVE NW SUITE 12WASHINGTONDC20006LEGAL SERVICES$240,000
CORNERSTONE GOVERNMENT AFFAIRS INC
800 MAINE AVENUE SW 7TH FLOORWASHINGTONDC20024GOVERNMENT AND CONSULTING SERVICES$120,000
NIXSHEETS INC
548 MARKET ST PMB 92632SAN FRANCISCOCA94104ACCOUNTING SERVICES$117,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SEMINARS/CONFERENCES900099$6,128,240$6,128,240
MEMBERSHIP DUES900099$2,848,803$2,848,803
OTHER PROGRAMS900099$253,346$253,346
PUBLICATIONS900099$9,743$9,743
FieldValueIRS element (for citing)
Total Program Service Revenue$9,240,132TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,696TotalRevenueColumnAmt
Exclusion$44,696ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$228,863TotalRevenueColumnAmt
Unrelated Business Revenue$57,153UnrelatedBusinessRevenueAmt
Exclusion$171,710ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$222,057SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$207,852SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$14,205SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,205TotalRevenueColumnAmt
Exclusion$14,205ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
EOF ADMINISTRATIVE FEE900099$180,000$180,000
MISCELLANEOUS REVENUE900099$21,173$21,173
FieldValueIRS element (for citing)
Other Revenue Total$201,173OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,729,069TotalRevenueColumnAmt
Related Or Exempt Func Income$9,240,132RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$57,153UnrelatedBusinessRevenueAmt
Exclusion$431,784ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$583,862TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,229,836TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$124,396TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$341,944TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$184,436TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$16,379TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$339,002TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$117,928TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$120,020TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,598TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$409,848TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,511TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$429,675TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$293,043TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$324,015TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$107,220TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,623,015TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$115,784TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$32,312TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
EQUIPMENT RENTAL$32,357
MISCELLANEOUS$16,944
MEMBERSHIP EXPENSES$14,608
TAXES AND LICENSES$5,880

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,475,613TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$788,620BOYAmt
EOY$2,000,585EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$39,847BOYAmt
EOY$55,913EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$383,188BOYAmt
EOY$270,586EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$136,052BOYAmt
EOY$86,721EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,153,081LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$605,433LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$637,753BOYAmt
EOY$547,648EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,579,246BOYAmt
EOY$1,839,355EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,652,829BOYAmt
EOY$1,681,613EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,217,535BOYAmt
EOY$6,482,421EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$400,885BOYAmt
EOY$963,880EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,547,250BOYAmt
EOY$1,894,404EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,786,195BOYAmt
EOY$2,661,602EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,734,330BOYAmt
EOY$5,519,886EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$483,205BOYAmt
EOY$962,535EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$483,205BOYAmt
EOY$962,535EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,217,535BOYAmt
EOY$6,482,421EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$253,456ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$225,874NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$2,848,803DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$280,000NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$2,386,394NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot-$2,106,394NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$569,761AggregateReportedDuesNtcAmt
Carried Over-$2,676,155CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$584,229OtherCostOrOtherBasisAmt
Depreciation$156,641DepreciationAmt
Book Value$427,588BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$355,134OtherCostOrOtherBasisAmt
Depreciation$234,908DepreciationAmt
Book Value$120,226BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$213,718OtherCostOrOtherBasisAmt
Depreciation$213,884DepreciationAmt
Book Value-$166BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$547,648TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
OPERATING RIGHT-OF-USE ASSET$1,509,470
SECURITY DEPOSIT$74,582
DEFFERED COMPENSATION INVESTMENTS$97,561
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,681,613TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OPERATING LEASE LIABILITY$2,564,042
COMPENSATION DEFFERED LIABILITY$97,560
FieldValueIRS element (for citing)
Total Liability$2,661,602TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,954,943TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$225,874NetUnrealizedGainsInvstAmt
Revenue Not Reported$225,874RevenueNotReportedAmt
Revenue Subtotal$9,729,069RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,729,069TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,475,613TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,475,613ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,475,613TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES BONHAM
PRESIDENT & CEO$407,881$58,268$74,282$10,612$0$0$30,455$0$2,365$0$514,983$68,880$0$0
KRISTIE MARK
CHIEF OPERATING OFFICER$199,803$66,601$29,763$9,921$0$0$14,773$0$20,828$0$265,167$76,522$0$0
DANIEL MARCUE
CHAPTER DEVELOPMENT$223,490$0$10,000$0$0$0$14,773$0$34,376$0$282,639$0$0$0
GREG FACCHIANO
VP GIVT RELATIONS AND PUBLIC AFFAIRS$202,936$0$8,000$0$0$0$10,000$0$33,992$0$254,928$0$0$0
AMANDA RUSHING
VP OF EVENTS & EDUCATION$134,204$0$20,000$0$0$0$10,000$0$36,735$0$200,939$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THERE ARE FOUR CLASSES OF MEMBERS: CORPORATE MEMBERS, PROFESSIONAL MEMBERS, EDUCATIONAL MEMBERS, AND AFFILIATE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AEACH 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 11BTHE FORM 990 IS REVIEWED BY THE PRESIDENT AND THE CHIEF OPERATING OFFICER PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR. 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 15ACEO, 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 EMPLOYEES' COMPENSATION SET BY PRESIDENT IN ACCORDANCE WITH BOARD APPROVED BUDGET AND ANNUAL OPERATIONS PLAN.
FORM 990, PART VI, SECTION C, LINE 19ALL INFORMATION AVAILABLE UPON REQUEST BY ANY INDIVIDUAL.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE EMPLOYEE OWNERSHIP FOUNDATION
200 MASSACHUSETTS AVENUE NWWASHINGTONDC20001521739193SUPPORT PROGRAMS TO INCREASE AWARENESS OF THE BENEFITS OF ESOPSDC501(C)(3)LINE 12A, ITHE ESOP ASSOCIATION0
ESOP PAC
200 MASSACHUSETTS AVENUE NWWASHINGTONDC20001HELP THE CONGRESSIONAL SUPPORTERS OF ESOPSDC527THE ESOP ASSOCIATION0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE EMPLOYEE OWNERSHIP FOUNDATION
N$180,000FAIR VALUE
THE EMPLOYEE OWNERSHIP FOUNDATION
O$193,143FAIR VALUE