NAPLES, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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.
GENERAL PROGRAM - THE GENERAL PROGRAM FOR CIEBA INVOLVES ORGANIZING AND FACILITATING INFORMATION-SHARING AND EDUCATIONAL OPPORTUNITIES FOR MEMBERS AND PROVIDING A FORUM FOR MEMBERS TO EDUCATE...
GENERAL PROGRAM - THE GENERAL PROGRAM FOR CIEBA INVOLVES ORGANIZING AND FACILITATING INFORMATION-SHARING AND EDUCATIONAL OPPORTUNITIES FOR MEMBERS AND PROVIDING A FORUM FOR MEMBERS TO EDUCATE RETIREMENT SAVINGS POLICYMAKERS AND THOUGHT LEADERS IN ORDER TO SUPPORT THE EFFECTIVE AND EFFICIENT OPERATION OF ERISA EMPLOYEE BENEFIT PLANS AND PLAN INVESTMENTS. IN THIS REGARD, CIEBA SPENDS ITS GENERAL PROGRAM EFFORTS 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.
MEETINGS - CIEBA MEETINGS ARE HELD PERIODICALLY DURING THE YEAR, VIRTUALLY, IN-PERSON, OR BOTH, IN ORDER TO ENABLE MEMBERS TO MEET TO DISCUSS ISSUES, SHARE INFORMATION AND SET PRIORITIES FOR THE...
MEETINGS - CIEBA MEETINGS ARE HELD PERIODICALLY DURING THE YEAR, VIRTUALLY, IN-PERSON, OR BOTH, IN ORDER TO ENABLE MEMBERS TO MEET TO DISCUSS ISSUES, SHARE INFORMATION AND SET PRIORITIES FOR THE ISSUES THAT CIEBA STAFF AND LEADERSHIP WILL BE ENGAGED WITH DURING THE COMING MONTHS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC with other nonprofits in Florida and across the country.