Organizations Filed Purposes:
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.
TO REPRESENT THE INTERESTS OF ALL CORPORATIONS THAT SPONSOR EMPLOYEE STOCK OWNERSHIP PLANS.
CONFERENCES, SEMINARS, AND ROUNDTABLES: APPROXIMATELY 11,000 PERSONS, MOSTLY EMPLOYEES OF ASSOCIATION MEMBERS, ATTENDED THREE NATIONAL CONFERENCES, OVER 100 LOCAL, STATE, AND REGIONAL ROUNDTABLES, SEMINARS, AND CONFERENCES IN 2018. 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 GATHERINGS FOCUSED ON THE MANY LAWS AND REGULATIONS, JUDICIAL RULINGS THAT MUST BE COMPLIED WITH BY CORPORATIONS SPONSORING AN EMPLOYEE STOCK OWNERSHIP PLAN.
MEMBERSHIP: APPROXIMATELY 2,500 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.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| J Michael Keeling | PRESIDENT | 35 | $307,419 |
| Daniel L Marcue | CHAPTER DEVELOPMENT | 40 | $200,657 |
| James M Turner | CFO | 35 | $142,814 |
| Gwenn Rosenthal | VP OF ADMINISTRATION | 30 | $126,180 |
| Rosemary Clements | VP OF CONFERENCES | 40 | $124,000 |
| Sharon G Spencer | ADMINISTRATIVE ASSISTANT | 40 | $109,159 |
| Patrick Mirza | VP OF COMMUNICATION | 40 | $100,830 |
| Theodore Becker | AT LARGE BOARD MEMBER | 1 | $0 |
| Sue Butler | AT LARGE BOARD MEMBER | 1 | $0 |
| Michael Willard | AT LARGE BOARD MEMBER | 1 | $0 |
| Missy Pieske | STATE & REGIONAL CHAIR | 1 | $0 |
| Mark R Lomele | CHAIR EOF | 1 | $0 |
| Jeffrey S Tarbell | CHAIR ADVISORY COMMITTEE | 1 | $0 |
| Cindy Turcot | IMMEDIATE PAST CHAIR | 1 | $0 |
| Ali Jamshidi | SECRETARY/TREASURER | 1 | $0 |
| Gary Shorman | VICE CHAIR | 1 | $0 |
| David Fitz-Gerald | CHAIR | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201911369349300541_public.xml