Categories of Membership

Corporate Membership is strictly limited to companies with an employee stock ownership or similar plan. This is a company membership. Annual dues are based on the number of participants (both active and inactive accounts) in the plan.

Participants Dues
1-99
$ 605
100-249

825

250-499

1,215

500-999
1,595

1,000-1,999

2,415

2,000-4,999

3,200

5,000 and up

3,970

Affiliate Membership is open to those companies considering an employee stock ownership plan. The membership dues, for one year only, is $550. Status is upgraded to regular voting membership (Corporate) upon formal installation of an ESOP.

Professional Membership is open to persons from professional offices that provide services to ESOP companies. Annual dues of $660 provide membership status to one individual from a service provider’s office. Additional persons from the same office may become members for only $315 per each individual. Persons from the same company, but in a different office location, must join as full professional members at $660.

Educational Membership is open to full-time faculty members and students of accredited colleges and universities, and non-profit organizations working to promote the cause of employee ownership. The annual dues are $150.

ESOP Association dues are not tax deductible as charitable contributions. However, they may be deductible as an ordinary and necessary business expense, to the extent they are not used for government relations activities. The percentage of ESOP Association dues used for government relations expenses traditionally range from 10% to 20% of member dues revenue. Each member is notified of the percentage each year.