Council on Employee Benefits (EIN 346527800) - Form 990 Financial Analysis & Trantor Score

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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

CEB stimulates the development and improves the administration of sound, progressive employee benefit plans among its members. CEB also provides an excellent medium for the exchange of ideas, thought, and information on the design, operation, and financing of such plans.

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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

Council on Employee Benefits