Washington, D.C. · Nonprofit
THE ESOP ASSOCIATION
THE ESOP ASSOCIATION (Washington, D.C.) receives grants from 1 organization whose IRS filings report $4,000 to it, the largest being Gemini Industries Inc Foundation ($4,000). 1 of them have funded it in more than one year.
- Revenue FY2024
- $11M
- Funders on record
- 1
- Grants received
- $4k
- Net assets
- $671k
What The Esop Association does
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.
As stated on its FY2024 Form 990.
Programs
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 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 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.
Providing technical assistance to members and the public: publications, seminars, and education on esop company management.
The 4 programs described on its FY2023 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $3.8M to $5.2M (+36%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2021 8%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
James Bonham
President & CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2020: the base held at 1 funder, grant income rose $750 → $2k.
Left out of every figure on this page: $450k from one payer (the payer shares this organization's board, largest The Employee Ownership Foundation Inc). These are real filings, and they are not money THE ESOP ASSOCIATION raised.
From the IRS filings of THE ESOP ASSOCIATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
THE ESOP ASSOCIATION draws 100% of its grant income from funders outside Washington, D.C., across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like THE ESOP ASSOCIATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Washington, D.C.
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Footprint & structure
Files a return copy in 1 state
Part of a family of 2 related entities
- The Employee Ownership Foundation · exempt
- Esop PAC · exempt
Screen this organization
A dated, signed PDF of the compliance screen for THE ESOP ASSOCIATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds THE ESOP ASSOCIATION?
- THE ESOP ASSOCIATION (Washington, D.C.) receives grants from 1 organization whose IRS filings report $4,000 to it, the largest being Gemini Industries Inc Foundation ($4,000). 1 of them have funded it in more than one year.
- How many funders does THE ESOP ASSOCIATION have?
- IRS filings report 1 organization giving $4,000 in grants to THE ESOP ASSOCIATION, 1 of which have funded it in more than one year.
- Who is the largest funder of THE ESOP ASSOCIATION?
- Gemini Industries Inc Foundation is the largest funder on record, with $4,000 in grants. The full list of funders is on this page.
- How can an organization like THE ESOP ASSOCIATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing