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International Foundation of Employee Benefit Plans

Brookfield, WI · EIN 39-1034021 · 501(c)(3) · Publicly supported organization (509(a)(2))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

International Foundation of Employee Benefit Plans reported $37.5 million in revenue and $38.6 million in expenses for calendar year 2024. Of every $100 it spent, $63.60 went to program services, $36.40 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 92.1% of the total. The highest compensation it reported for one person was $678,498 (CHIEF EXECUTIVE OFFICER). 28 people received more than $100,000 in reportable compensation. Revenue rose 11% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $39M

For context, the median across 479 covered community improvement & capacity building charities: $90.45 programs, $9.31 management, $0.24 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $37M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 479 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
63.6%89.1%
Management & general
Part IX 25(C) ÷ 25(A)
36.4%9.2%
Fundraising
Part IX 25(D) ÷ 25(A)
0.0%0.2%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
Not reported$0.00
Contributions & grants share of revenue
Part VIII 1h ÷ 12
0.0%80.1%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%14.9%
Program service revenue share
Part VIII 2g ÷ 12
92.1%11.9%
Highest reported compensation
Part VII-A, columns D–F
$678,498$291,103
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
1.76%1.49%
People paid over $100,000
Part VII, line 2
285
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
8.09.2
Independent voting board members
Part VI 1a–1b
44 of 44100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$15M expenses · 62.5% of program spending · revenue $25M

Educational programs, services and conferences related to employee benefit plans

$2.6M expenses · 10.5% of program spending · revenue $2.8M

Educational programs related to the certified employee benefits specialist designation

$3.0M expenses · 12.3% of program spending

Program development includes: sales, partnerships, advertising, public relations, and marketing relating to employee benefits, financial literacy, retirement security and education and information

$3.6M all other programs (line 4d)

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
CHIEF EXECUTIVE OFFICER
Officer, 40.00 hrs/week
$536,884$0$141,614$678,498
CHIEF FINANCIAL OFFICER
Officer, 40.00 hrs/week
$322,209$0$74,181$396,390
VICE PRESIDENT, BUSINESS DEVELOPMENT
Highest compensated employee, 40.00 hrs/week
$265,167$0$84,512$349,679
VICE PRESIDENT, CONTENT
Highest compensated employee, 40.00 hrs/week
$266,571$0$63,357$329,928
VICE PRESIDENT, TALENT
Highest compensated employee, 40.00 hrs/week
$263,592$0$66,014$329,606
EXECUTIVE DIRECTOR, WELLNESS ALLIANCE
Highest compensated employee, 40.00 hrs/week
$192,867$0$64,504$257,371
DIRECTOR, CEBS/ISCEBS
Highest compensated employee, 40.00 hrs/week
$185,936$0$59,367$245,303
SECRETARY
Director/trustee, officer, 3.00 hrs/week
$11,368$0$0$11,368

28 people received more than $100,000 in reportable compensation from International Foundation of Employee Benefit Plans (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.1M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$37M$39M63.6%$26M$678,498
2023 ⓘ$34M$35M65.2%$26M$669,396
2022 ⓘ$32M$30M64.2%$19M$644,945
2021 ⓘ$24M$22M61.9%$18M$624,359
2020 ⓘ$29M$22M57.5%$11M$442,722
2019 ⓘ$34M$33M66.8%$13M$384,396

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b44 · 44 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bYes
  • Employees Part I, line 5167
  • Volunteers Part I, line 6256

Correct a figure or respond

Every number above is copied from International Foundation of Employee Benefit Plans's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for International Foundation of Employee Benefit Plans, you can publish a response that is linked from this page.

Questions people ask

How much of International Foundation of Employee Benefit Plans's spending goes to programs?

In calendar year 2024, International Foundation of Employee Benefit Plans reported that 63.6% of its $38.6 million in expenses went to program services, 36.4% to management and general and 0.0% to fundraising (Form 990, Part IX).

How much does International Foundation of Employee Benefit Plans pay its top executive?

The largest total compensation International Foundation of Employee Benefit Plans reported for one person in calendar year 2024 was $678,498, for the role of CHIEF EXECUTIVE OFFICER (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does International Foundation of Employee Benefit Plans get its money?

Of $37.5 million in revenue in calendar year 2024, 0.0% came from contributions and grants and 92.1% from program service revenue (Form 990, Part VIII).

Is International Foundation of Employee Benefit Plans a registered charity?

The IRS lists EIN 39-1034021 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202533189349306738 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202433209349304443 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202313199349323336 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202233199349316988 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202133199349326698 · read the filing
  • 2019: Form 990 for calendar year 2019, object 202013219349318381 · read the filing

All filings for EIN 39-1034021: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.