COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC (EIN 475104757) - 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

2015

Legal Domicile

Principal Officer

DENNIS SIMMONS

Phone

6108060789

Tax Period

2024-01-01 to 2024-12-31

COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $907K in total revenue in fiscal year 2024. Expenses of $842K left a modest 7% surplus.

Mission

CIEBA IS A TRADE ORGANIZATION OF CHIEF INVESTMENT OFFICERS WHO MANAGE AND ADMINISTER CORPORATE RETIREMENT PLAN ASSETS FOR OVER 100 MOSTLY US-BASED COMPANIES, AND MOST MEMBERS ARE FIDUCIARIES OF THEIR RESPECTIVE COMPANIES' PLANS GOVERNED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. IN THIS REGARD, CIEBA SPENDS 100% OF ITS TIME ON ACTIVITIES PROMOTING THE COMMON INTERESTS OF MEMBERS, INCLUDING THE FOLLOWING: (A) ORGANIZING AND HOSTING CONFERENCES, SEMINARS, AND MEETINGS FOR ITS MEMBERS, COVERING CURRENT AND EMERGING RETIREMENT INVESTMENT POLICY ISSUES, (B) PROVIDING INPUT TO POLICYMAKERS ON ISSUES AFFECTING THE MANAGEMENT OF RETIREMENT PLAN ASSETS, (C) SUBMITTING AND PUBLISHING TESTIMONY AND POSITION STATEMENTS, AND (D) ENGAGING WITH RELEVANT MEDIA ON CURRENT TOPICS RELATED TO RETIREMENT PLANS AND INVESTMENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $582,827

Program Service Revenue $284,955

Investment Income $39,086

Other Revenue $616

TOTAL REVENUE $907,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,095

Fundraising Expenses $0

Program Expenses $641,172

Other Expenses $340,236

TOTAL EXPENSES $842,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$907,484	$855,377	+0.1%
Expenses	$842,331	$810,669	+0.0%
Net Income	$65,153	$44,708	+0.5%

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

$365,560

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS SIMMONS	EXECUTIVE DIRECTOR	50	Officer	$339,296	$26,264	$365,560
NEIL ROACHE	CHAIR	1	Officer Director	$0	$0	$0
ELIZABETH TULACH	VICE CHAIR	1	Officer Director	$0	$0	$0
JAY VIVIAN	SECRETARY	1	Officer Director	$0	$0	$0
CAROL TUSCH	TREASURER	1	Officer Director	$0	$0	$0
RUTH BOSCO	BOARD MEMBER	1	Director	$0	$0	$0
PAUL CAVAZOS	BOARD MEMBER	1	Director	$0	$0	$0
ROBIN DIAMONTE	BOARD MEMBER	1	Director	$0	$0	$0
VICKY ERWIN	BOARD MEMBER	1	Director	$0	$0	$0
JON GLIDDEN	BOARD MEMBER	1	Director	$0	$0	$0
WALTER KRESS	BOARD MEMBER	1	Director	$0	$0	$0
LARRY FULTON	BOARD MEMBER	1	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	$907,484	$842,331	$1,430,522	$65,153
2023	$855,377	$810,669	$1,344,888	$44,708
2022	$709,978	$645,283	$1,262,080	$64,695
2021	$637,452	$479,284	$1,109,832	$158,168
2020	$620,510	$499,778	$927,730	$120,732
2019	$623,287	$634,085	$795,226	$-10,798
2018	$615,850	$595,329	$832,834	$20,521

COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC