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Nonprofit · EIN 39-1396077

INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC

Tax-exempt · BROOKFIELD, WI 53045

Financials

$1.2M$1.3M2023$1.3M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,297,464$1,430,447-$132,983$1,677,141$1,066,860$610,281
December 31, 2023990$1,187,361$1,325,664-$138,303$1,728,807$1,002,703$726,104
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,236,452
Investment income
$61,012
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$6,317
Accounting fees
$9,785
Travel
$90,309
Program services (functional)
$804,158
Management and general (functional)
$626,289

Balance sheet and other

Total assets, start of year
$1,728,807
Total assets, end of year
$1,677,141
Total liabilities, end of year
$1,066,860
Net assets, end of year
$610,281
Publicly traded securities
$716,233
Net assets without donor restrictions
$610,281
Gross receipts
$1,297,464
Employees
0
Volunteers
70
Year formed
1981
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERENCE S DAVIDSONCHIEF EXECUTIVE OFFICER
Officer
2$0$536,884$141,614
JOHN E SLATERYDIRECTOR
Trustee or director
1$0$11,368$0
RUBEN NAVARRODIRECTOR
Trustee or director
1$0$11,056$0
DONALD D CROSATTODIRECTOR
Trustee or director
1$0$10,500$0
KEVIN E TIGHEDIRECTOR
Trustee or director
1$0$6,245$0
SEAN P MADIXDIRECTOR
Trustee or director
1$0$5,500$0
JOHN ESHLEMAN CEBSCHAIR
Trustee or director, Officer
1$0$0$0
MARY K AMEND CEBSVICE CHAIR
Trustee or director, Officer
1$0$0$0
BRAD J MANDACINA CEBSDIRECTOR
Trustee or director
1$0$0$0
MICHELLE M ORAM CEBSPAST-PRESIDENT
Trustee or director, Officer
1$0$0$0
TODD G HELFRICHDIRECTOR
Trustee or director
1$0$0$0
KRISTINA M GUASTAFERRIDIRECTOR
Trustee or director
1$0$0$0
JILL MONGELLUZZODIRECTOR
Trustee or director
1$0$0$0
KIRBY WATSONDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERENCE S DAVIDSONCHIEF EXECUTIVE OFFICER
Officer
2$0$528,836$140,560
CAREY WOOTEN CEBSDIRECTOR
Former
1$0$156,217$59,856
SEAN P MADIXDIRECTOR
Trustee or director
1$0$10,500$0
KEVIN E TIGHEDIRECTOR
Trustee or director
1$0$6,728$0
RUBEN NAVARRODIRECTOR
Trustee or director
1$0$6,633$0
WENDELL YOUNG IVDIRECTOR
Trustee or director
1$0$1,328$0
MICHELLE M ORAM CEBSCHAIR
Trustee or director, Officer
1$0$0$0
JOHN ESHLEMAN CEBSVICE CHAIR
Trustee or director, Officer
1$0$0$0
MARY K AMENDDIRECTOR
Trustee or director
1$0$0$0
RYAN SIEMERSPAST-PRESIDENT
Trustee or director, Officer
1$0$0$0
DONALD D CROSATTODIRECTOR
Trustee or director
1$0$0$0
TODD G HELFRICHDIRECTOR
Trustee or director
1$0$0$0
KRISTINA M GUASTAFERRIDIRECTOR
Trustee or director
1$0$0$0
JILL MONGELLUZZODIRECTOR
Trustee or director
1$0$0$0
KIRBY WATSONDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
18700 W BLUEMOUND RD, BROOKFIELD, WI 53045-2936
Principal officer (990 for 2024)
TERENCE S DAVIDSON, 18700 W BLUEMOUND RD, BROOKFIELD, WI 53045
Signed the 990
TERENCE S DAVIDSON, CHIEF EXECUTIVE OFFICER
Phone
(262) 786-8771
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

TO PROVIDE CONTINUING EDUCATION AND PEER EXPERIENCE SHARING OPPORTUNITIES THROUGH AN ONLINE COMMUNITY, EDUCATIONAL PROGRAMS, INFORMATION RESOURCES AND PUBLICATIONS TO INDIVIDUALS INTERESTED IN EARNING OR MAINTAINING THE CEBS, GBA AND RPA DESIGNATIONS.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $553,997 · revenue $625,007
  • TO PROVIDE AN ONLINE RESEARCH DATABASE AND INTERACTIVE COMMUNITY, WEBCASTS, NEWSBRIEFS, SURVEYS, E-LEARNING COURSES, AND MEMBERSHIP DIRECTORIES.
    Expenses $212,544 · revenue $588,030
  • TO PUBLISH A HIGHLY RESPECTED AND COMPREHENSIVE QUARTERLY JOURNAL THAT OFFERS THE LATEST TRENDS AND INNOVATIONS IN BENEFITS AND COMPENSATION.
    Expenses $35,328 · revenue $18,470
  • TO OFFER WEBINARS TO NON-MEMBERS (SERVICE INCLUDED IN MEMBERSHIP FEE FOR MEMBERS) AND RECOGNITION ITEMS FOR MEMBERS WHO HAVE OBTAINED THEIR CEBS DESIGNATION.
    Expenses $2,289 · revenue $4,945

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1396077
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Group exemption; Supporting organization of unknown type
Exempt since
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
9335 (38 member organizations)
Assets (IRS master file)
$1,677,141
Income (IRS master file)
$1,297,464

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,297,464$1,430,447$1,677,141IRS
990-TDecember 2024–––IRS
990December 2023$1,187,361$1,325,664$1,728,807XML
990-TDecember 2023–––IRS
990December 2022$1,076,206$1,236,836$1,781,011IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1396077).

Questions about INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC

What is the EIN of INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC?
The employer identification number (EIN) of INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC is 39-1396077.
Is INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption; Supporting organization of unknown type).
Which annual return does INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC?
The 990 for the year ended December 31, 2024 names TERENCE S DAVIDSON.
Who are the officers and directors of INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,297,464, expenses of $1,430,447 and total assets of $1,677,141 at year end.

Organizations in its group exemption (38)

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