American Benefits Council

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

JAMES KLEIN

Phone

2022896700

Tax Period

2023-01-01 to 2023-12-31

American Benefits Council, founded in 1967, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2023.

Mission

TO PROMOTE SOUND EMPLOYEE BENEFIT PUBLIC POLICY.

Program Service Accomplishments

Program 1

PUBLIC POLICY ADVOCACY REGARDING LEGISLATION AND REGULATION CONCERNING HEALTH, RETIREMENT AND OTHER EMPLOYEE BENEFITS.

Program 2

DISSEMINATION OF INFORMATION REGARDING LEGISLATION AND REGULATIONS CONCERNING HEALTH, RETIREMENT AND OTHER EMPLOYEE BENEFITS.

Program 3

MEETINGS AND WEBINARS TO ASSIST MEMBERS WITH EMPLOYEE BENEFITS PLAN STRATEGIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $142,425

Program Service Revenue $5,179,496

Investment Income $100,087

Other Revenue $0

TOTAL REVENUE $5,422,008

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $3,267,288

Fundraising Expenses $0

Other Expenses $2,203,283

TOTAL EXPENSES $5,500,571

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,422,008	$5,463,111	0.0%
Expenses	$5,500,571	$5,468,121	+0.0%
Net Income	$-78,563	$-5,010	+14.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$655,586

Total Directors

Key Employees

$1,177,819

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James A Klein	President	40.0	Officer	$597,942	$57,644	$655,586
Lynn Dudley	Senior VP, Retirement Policy	40.0	Key Emp	$447,768	$18,348	$466,116
Ilyse Schuman	Senior VP, Health Policy	40.0	Key Emp	$315,136	$62,581	$377,717
Kathryn Johnson	Senior Counsel Health Policy	40.0	Key Emp	$291,768	$42,218	$333,986
Diann Howland	VP, Legislative affairs	40.0	Highest	$268,007	$14,066	$282,073
Jason Hammersla	Vice President, Communications	40.0	Highest	$233,669	$41,050	$274,719
Deanna Johnson	Senior Director, Membership	40.0	Highest	$149,015	$22,616	$171,631
Jill Randolph	Senior Director, Legislative	40.0	Highest	$134,449	$22,740	$157,189
Mary E McSwain-Lindsay	Executive Assistant	40.0	Highest	$103,898	$6,097	$109,995
Fred Thiele	Chair	1.0	Officer Director	$0	$0	$0
Kelly Lappin	Vice Chair	1.0	Officer Director	$0	$0	$0
Peter Baxter	Vice Chair	1.0	Officer Director	$0	$0	$0
Jane Davila	Treasurer	1.0	Officer Director	$0	$0	$0
Jordan Backman	Secretary	1.0	Officer Director	$0	$0	$0
Tracy Watts	Past Chair	1.0	Officer Director	$0	$0	$0
Richard Jones	Board Member	1.0	Director	$0	$0	$0
Bill Kampine	Board Member	1.0	Director	$0	$0	$0
Rob Paczkowski	Board Member	1.0	Director	$0	$0	$0
Dana LaBarge	Board Member	1.0	Director	$0	$0	$0
Robert Watts	Board Member	1.0	Director	$0	$0	$0
Aldy Duffield	Board Member	1.0	Director	$0	$0	$0
Amber Wiseley	Board Member	1.0	Director	$0	$0	$0
Diego Martinez	Board Member	1.0	Director	$0	$0	$0
Maureen Redman	Board Member	1.0	Director	$0	$0	$0
Kathleen Roin	Board Member	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$5,422,008	$5,500,571	$6,652,339	$-78,563
2022	$5,463,111	$5,468,121	$7,230,017	$-5,010
2021	$5,295,923	$5,468,307	$6,526,804	$-172,384
2020	$5,205,954	$5,292,972	$5,875,659	$-87,018
2019	$5,192,344	$5,500,257	$5,581,632	$-307,913