Nonprofit · EIN 39-1666266
CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC
Tax-exempt · BROOKFIELD, WI 53045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $232,010 | $231,905 | $105 | $77,185 | $1,262 | $75,923 |
| December 31, 2023 | 990 | $195,916 | $195,607 | $309 | $76,319 | $501 | $75,818 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $231,145
- Investment income
- $865
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,180
- Travel
- $6,357
Balance sheet and other
- Total assets, start of year
- $76,319
- Total assets, end of year
- $77,185
- Total liabilities, end of year
- $1,262
- Net assets, end of year
- $75,923
- Net assets without donor restrictions
- $75,923
- Gross receipts
- $232,010
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1977
- State of legal domicile
- WI
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE S DAVIDSON | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $536,884 | $141,614 |
| JOHN E SLATERY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $11,368 | $0 |
| RUBEN NAVARRO | PUBLIC EMPLOYEES SECTOR RE Trustee or director | 0.5 | $0 | $11,056 | $0 |
| DONALD D CROSATTO | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $10,500 | $0 |
| KEVIN E TIGHE | PAST PRESIDENT Trustee or director | 0.5 | $0 | $6,245 | $0 |
| SEAN P MADIX | IMMEDIATE PAST PRESIDENT Trustee or director | 0.5 | $0 | $5,500 | $0 |
| TODD G HELFRICH | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KRISTINA M GUASTAFERRI | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JILL MONGELLUZZO | CORPORATE SECTOR REP. Trustee or director | 0.5 | $0 | $0 | $0 |
| KIRBY WATSON | CANADIAN SECTOR REP. Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE S DAVIDSON | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $528,836 | $140,560 |
| SEAN P MADIX | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $10,500 | $0 |
| KEVIN E TIGHE | IMMEDIATE PAST PRESIDENT Trustee or director | 0.5 | $0 | $6,728 | $0 |
| RUBEN NAVARRO | PUBLIC EMPLOYEES SECTOR RE Trustee or director | 0.5 | $0 | $6,633 | $0 |
| WENDELL YOUNG IV | PAST PRESIDENT Trustee or director | 0.5 | $0 | $1,328 | $0 |
| DONALD D CROSATTO | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TODD G HELFRICH | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KRISTINA M GUASTAFERRI | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JILL MONGELLUZZO | CORPORATE SECTOR REP. Trustee or director | 0.5 | $0 | $0 | $0 |
| KIRBY WATSON | CANADIAN SECTOR REP. Trustee or director | 0.5 | $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) 786-6700
- Website
- WWW.CEBS.ORG
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
TO OFFER STUDY MATERIALS/COURSES, EXAMINATIONS, AND PROFESSIONAL CERTIFICATIONS TO CANDIDATES FOR THE CEBS, GBA, AND RPA DESIGNATIONS.
Program accomplishments
- ADMINISTERED THE CEBS, GBA AND RPA DESIGNATIONS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1666266
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $77,185
- Income (IRS master file)
- $232,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $232,010 | $231,905 | $77,185 | IRS |
| 990 | December 2023 | $195,916 | $195,607 | $76,319 | XML |
| 990 | December 2022 | $238,381 | $238,239 | $76,490 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-EZ | December 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 39-1666266).
Questions about CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC
- What is the EIN of CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC?
- The employer identification number (EIN) of CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC is 39-1666266.
- Is CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1990.
- Are donations to CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does 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 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 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 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 CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $232,010, expenses of $231,905 and total assets of $77,185 at year end.
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