CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC (EIN 391666266) - 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

1977

Legal Domicile

Principal Officer

TERENCE S DAVIDSON

Phone

2627866700

Tax Period

2023-01-01 to 2023-12-31

CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC, founded in 1977, is a small nonprofit that reported $196K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

TO ADMINISTER THE CEBS, GBA, AND RPA DESIGNATIONS.

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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 $195,105

Investment Income $811

Other Revenue $0

TOTAL REVENUE $195,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $195,607

TOTAL EXPENSES $195,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,916	$238,381	-0.2%
Expenses	$195,607	$238,239	-0.2%
Net Income	$309	$142	+1.2%

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

N/A

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

$679,896

Total Directors

$25,189

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN P MADIX	PRESIDENT	0.50	Officer Director	$0	$0	$10,500
DONALD D CROSATTO	PRESIDENT-ELECT	0.50	Officer Director	$0	$0	$0
TODD G HELFRICH	TREASURER	0.50	Officer Director	$0	$0	$0
KRISTINA M GUASTAFERRI	SECRETARY	0.50	Officer Director	$0	$0	$0
KEVIN E TIGHE	IMMEDIATE PAST PRESIDENT	0.50	Director	$0	$0	$6,728
WENDELL YOUNG IV	PAST PRESIDENT	0.50	Director	$0	$0	$1,328
JILL MONGELLUZZO	CORPORATE SECTOR REP.	0.50	Director	$0	$0	$0
RUBEN NAVARRO	PUBLIC EMPLOYEES SECTOR RE	0.50	Director	$0	$0	$6,633
KIRBY WATSON	CANADIAN SECTOR REP.	0.50	Director	$0	$0	$0
TERENCE S DAVIDSON	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$140,560	$669,396

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	$195,916	$195,607	$76,319	$309
2022	$238,381	$238,239	$76,490	$142
2021	$137,493	$137,448	$76,359	$45
2020	$129,495	$129,705	$76,351	$-210
2019	$240,309	$240,878	$76,310	$-569
2018	$235,558	$235,331	$76,101	$227

CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC