Certified Employee Benefit Specialists Inc

Nonprofit profile at a glance

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

10 people listed

TERENCE S DAVIDSON (CHIEF EXECUTIVE OFFICER): $678,498 total reported compensation
JOHN E SLATERY (SECRETARY): $11,368 total reported compensation
RUBEN NAVARRO (PUBLIC EMPLOYEES SECTOR RE): $11,056 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

To offer study materials/courses, examinations, and professional certifications to candidates for the cebs, gba, and rpa designations.

Administered the cebs, gba and rpa designations

Revenue model: Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model: Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
Foreign activity oversight: Limited
Grant itemization coverage: Limited
Major donor itemization: Limited
Related-party transparency: Limited

Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass

Operating margin: 0%; rating input score 39; 39th percentile among comparable filings
Total-asset coverage ratio: 0.33; rating input score 17; 17th percentile among comparable filings
Liabilities to assets ratio: 0.02; rating input score 42; 42nd percentile among comparable filings
Officer compensation ratio: 61.1%; rating input score 2; 2nd percentile among comparable filings

Program expense growth: Limited
Revenue growth: 4.6% per year; rating input score 100; 50th percentile among comparable filings
Asset growth: 0.2% per year; rating input score 100; 25th percentile among comparable filings

Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
Programs: 1 filed program accomplishment
Leadership: top reported pay $678K · 10 people listed · 0 of 6 pay-setting controls reported
Consistency: 9 of 9 current checks pass
Schedules: 4 filed schedules · includes executive pay
Filing history: 13 filing years from 2010 to 2024
Contacts: How to reach this organization
Related organizations: 1 filed related-organization link
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Signals prioritize questions for review. They are not findings of misconduct.