Public Charity

THE ESOP ASSOCIATION

Based in WASHINGTON, DC, THE ESOP ASSOCIATION operates as a Public Charity. The organization reported $10.7M in revenue, $10.9M in expenses, $6.0M in total assets for fiscal year 2024. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $450K.

EIN: 942478143 WASHINGTON, DC Latest filing: 2024
Total Revenue$10.7M
Total Expenses$10.9M
Total Assets$6.0M
Grant Records1
Funding Total$450K
Filing Years2019–2024

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 ARE CLOSELY HELD BUSINESSES, AND INCLUDE BOTH C AND S CORPORATIONS, ACROSS ALL INDUSTRIES.

Officers & Directors

IMMEDIATE PAST CHAIR Ali Jamshidi
CHAIR CRCC Becky Streff
PROFESSIONAL MEMBER AT LARGE Cara Benningfield
AT LARGE BOARD MEMBER Connie Burnette
SENIOR DIRECTOR OF OPERATIONS Danielle Duffy
FOR CHAPTER AND EDUCATIONAL PROGRAM Daniel Marcue Vice President

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATIONAL
$450,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $10.7M $10.9M $6.0M
2023 $9.7M $9.5M $6.5M
2022 $8.6M $8.8M $5.2M
2020 $4.8M $4.5M $3.3M
2019 $7.0M $7.5M $3.3M

Between 2019 and 2024, reported annual revenue grew from $7.0M to $10.7M (+52%), with total assets most recently reported at $6.0M.

Interactive year-over-year charts and full filing details available with membership.

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