Council on Employee Benefits

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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

1946

Legal Domicile

Principal Officer

Leah Reynolds

Phone

7344762142

Tax Period

2023-01-01 to 2023-12-31

Council on Employee Benefits, founded in 1946, is a small nonprofit that reported $746K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $655K left a modest 12% surplus.

Mission

The purpose of the CEB is to provide for the exchange of ideas, information and statistics with respect to the design, financing, communication and administration of employee benefit plans; to sponsor or conduct appropriate surveys and research projects in the benefits area; to provide opportunity for representatives of member companies to discuss their common problems on benefit issues and to offer a placement service concerning availability of candidates or positions in the field of employee benefits at the policy level.

Program Service Accomplishments

Program 1

Membership: CEB represents a cross-section of companies from a standpoint of both industry and geographical coverage. The member corporations represent over fifteen million domestic and international employees. Members receive opportunities for professional development, data from member driven surveys, and peer to peer networking.

Program 2

Conferences and meetings: Annual member conference and regional meetings are led by experts in the benefits field as well as senior executives from CEB's member organizations. Members are provided...

Conferences and meetings: Annual member conference and regional meetings are led by experts in the benefits field as well as senior executives from CEB's member organizations. Members are provided networking opportunities and professional development on current issues in the administration of employee benefits.

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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 $0

Program Service Revenue $735,625

Investment Income $9,930

Other Revenue $0

TOTAL REVENUE $745,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $344,188

Fundraising Expenses $0

Other Expenses $311,249

TOTAL EXPENSES $655,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$745,555	$665,608	+0.1%
Expenses	$655,437	$610,972	+0.1%
Net Income	$90,118	$54,636	+0.6%

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

N/A

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

$329,192

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa I Woods	President	4.00	Officer Director	$0	$0	$0
John Puccio	Vice President	4.00	Officer Director	$0	$0	$0
Julie Blume	Secretary	4.00	Officer Director	$0	$0	$0
Pamela S Engle	Treasurer	4.00	Officer Director	$0	$0	$0
Caitlin Callaham	Trustee	1.00	Director	$0	$0	$0
Barbara Bardos	Trustee	1.00	Director	$0	$0	$0
Gabrielle Ernst	Trustee	1.00	Director	$0	$0	$0
Bret Linton	Trustee	1.00	Director	$0	$0	$0
David Perme	Trustee	1.00	Director	$0	$0	$0
Deborah Macchia	Trustee	1.00	Director	$0	$0	$0
Eric Watkins	Trustee	1.00	Director	$0	$0	$0
Frank Janecek	Trustee	1.00	Director	$0	$0	$0
Robert Hackney	Trustee	1.00	Director	$0	$0	$0
Serena Robinson	Trustee	1.00	Director	$0	$0	$0
Victoria Giurato	Trustee	1.00	Director	$0	$0	$0
William Krippinger	Trustee	1.00	Director	$0	$0	$0
Robert Arthur	Executive Director	40.00	Officer	$285,034	$44,158	$329,192

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	$745,555	$655,437	$925,368	$90,118
2022	$665,608	$610,972	$859,551	$54,636
2021	$578,291	$478,394	$916,886	$99,897
2020	$520,924	$423,610	$836,023	$97,314
2019	$799,403	$734,963	$476,437	$64,440
2018	$802,315	$792,107	$437,989	$10,208