International Society Of Certified Employee Benefit Specialists Inc
- Assets
- $1.8m
- Revenue
- $1.1m
- Investments
- $1.1m
- Employees
- 0
- Location
- Brookfield, WI
- Founding
- 01/1985
- Data as of
- 12/2022
- EIN
- 39-1396077
Organization Overview
International Society Of Certified Employee Benefit Specialists Inc is located in Brookfield, WI. The organization was established in 1985. According to its NTEE Classification (Y20) the organization is classified as: Insurance Providers, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is a parent organization of an affiliated group for tax-exemption purposes. International Society Of Certified Employee Benefit Specialists Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, International Society Of Certified Employee Benefit Specialists Inc generated $1.1m in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.7%) each year. All expenses for the organization totaled $1.2m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (1.7%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
EDUCATIONAL SOURCE REGARDING THE CEBS, GBA AND RPA DESIGNATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO ORGANIZE AND HOST A 2 1/2 DAY ANNUAL SYMPOSIUM THAT FEATURES CUTTING-EDGE ISSUES PRESENTED BY EXPERTS IN THE BENEFITS INDUSTRY. THE ANNUAL SYMPOSIUM ALSO PROVIDES INDIVIDUALS WITH THE OPPORTUNITY FOR EARNING CREDIT TOWARDS LICENSING/CONTINUING EDUCATION REQUIREMENTS FOR INSURANCE PROFESSIONALS, ACCOUNTANTS, ATTORNEYS, AND OTHER PROFESSIONALS.
TO OFFER WEBINARS TO NON-MEMBERS (SERVICE INCLUDED IN MEMBERSHIP FEE FOR MEMBERS) AND RECOGNITION ITEMS FOR MEMBERS WHO HAVE OBTAINED THEIR CEBS DESIGNATION.
TO PROVIDE AN ONLINE RESEARCH DATABASE AND INTERACTIVE COMMUNITY, WEBCASTS, NEWSBRIEFS, SURVEYS, E-LEARNING COURSES, AND MEMBERSHIP DIRECTORIES.
TO PUBLISH A HIGHLY RESPECTED AND COMPREHENSIVE QUARTERLY JOURNAL THAT OFFERS THE LATEST TRENDS AND INNOVATIONS IN BENEFITS AND COMPENSATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ryan A Siemers Cebs Chair | OfficerTrustee | 1 | $0 |
Michelle M Oram Cebs Vice Chair | OfficerTrustee | 1 | $0 |
John Eshleman Cebs Director | Trustee | 1 | $0 |
Wendell W Young IV Director | Trustee | 1 | $0 |
Kevin E Tighe Director | Trustee | 1 | $0 |
Sean P Madix Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $1,033,889 |
| Investment income | $42,317 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,076,206 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $279,747 |
| Fees for services: Legal | $4,028 |
| Fees for services: Accounting | $8,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $3,480 |
| Fees for services: Other | $57,500 |
| Advertising and promotion | $50,682 |
| Office expenses | $171,720 |
| Information technology | $3,950 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $83,231 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $215,782 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $15,039 |
| All other expenses | $343,177 |
| Total functional expenses | $1,236,836 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $75,085 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,178 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $556,848 |
| Investments—other securities | $1,143,900 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,781,011 |
| Accounts payable and accrued expenses | $94,262 |
| Grants payable | $0 |
| Deferred revenue | $568,680 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $363,088 |
| Total liabilities | $1,026,030 |
| Net assets without donor restrictions | $754,981 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,781,011 |