STATE & LOCAL GOVERNMENT BENEFITS … - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

CHUCK GRIFFITH CGBA

Phone

8886238676

Tax Period

2024-07-01 to 2025-06-30

STATE & LOCAL GOVERNMENT BENEFITS ASSOCIATION, founded in 1982, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 6% surplus.

Mission

BUSINESS LEAGUE SERVING NON FEDERAL PUBLIC SECTOR APPROXIMATELY 400 MEMBERS

Program Service Accomplishments

Program 1

PROVIDE CLEARING HOUSE OF INFORMATION FOR EMPLOYEE BENEFIT MANAGAMENT FOR TH ENON FEDERAL PUBLIC SECTOR. THIS INLCUDES INFORMATION ON ASSOCIATION WEBSITE. EDUCATE PUBLIC BENEFITS ADMINISTRATORS AND SERVICE PROVIDERS ABOUT CURRENT DEVELOPMENTS IN THE PUBLIC SECTOR. THIS IS INCLUDES THE PUBLICATION OF QUARTERLY NEWSLETTERS, THE CERTIFIED GOVERNEMENT BENEFITS ADMINISTRATOR CERTIFICATION AND AN ANNUAL NATIONAL CONFERENCE. PROMOTE COST CONTAINMENT, QUALITY AND EFFICIENT MANAGEMENT OF HEALTH CARE AND 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 (2024)

Revenue Breakdown

Contributions & Grants $113,045

Program Service Revenue $1,413,852

Investment Income $3,320

Other Revenue $0

TOTAL REVENUE $1,530,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,440,049

TOTAL EXPENSES $1,440,049

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,530,217	$1,463,842	+0.0%
Expenses	$1,440,049	$965,171	+0.5%
Net Income	$90,168	$498,671	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER FLORY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID HINES	TREAS	1.00	Officer Director	$0	$0	$0
NELLA COOPER	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
JAIR ESPINOZA	DIR	1.00	Director	$0	$0	$0
BOB KELLEY	DIR	1.00	Director	$0	$0	$0
REBECCA FRICKE	DIR	1.00	Director	$0	$0	$0
ESMERALDA ARELLANO	DIR	1.00	Director	$0	$0	$0
GREG MAULDIN	DIR	1.00	Director	$0	$0	$0
CHET LOFTIS	IMMEDIATE PAST PRES	1.00	Director	$0	$0	$0
SCOTT GIBBS	ASSOCIATE MEMBER ADVISORS	1.00	Director	$0	$0	$0
SANTO ANZALDI	ASSOCIATE MEMBER ADVISORS	1.00	Director	$0	$0	$0
TINA BOWLING	EXEC DIR	1.00	Director	$0	$0	$0
LAIRA CHAMBERS	CCBA PAST PRES	1.00	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
2025	$1,530,217	$1,440,049	$2,488,679	$90,168
2024	$1,463,842	$965,171	$2,360,366	$498,671
2023	$1,287,485	$918,792	$1,861,695	$368,693
2022	$1,284,967	$1,029,645	$1,493,002	$255,322
2021	$53,662	$270,585	$1,237,921	$-216,923
2020	$754,163	$399,321	$1,454,819	$354,842
2019	$897,091	$709,463	$1,112,244	$187,628

STATE & LOCAL GOVERNMENT BENEFITS ASSOCIATION