Nonprofit · EIN 39-1034021
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC
Tax-exempt · BROOKFIELD, WI 53045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $37,496,078 | $38,552,486 | -$1,056,408 | $48,851,196 | $23,133,986 | $25,717,210 |
| December 31, 2023 | 990 | $34,229,575 | $34,585,164 | -$355,589 | $47,993,590 | $21,923,998 | $26,069,592 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $34,541,307
- Investment income
- $1,319,573
- Net gain from sales of assets
- $252,232
- Net income from sales of inventory
- $883,321
- Other revenue
- $1,635,198
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $1,120,357
- Other salaries and wages
- $10,497,352
- Salaries, compensation and benefits (total)
- $15,868,504
- Professional fundraising fees
- $0
- Legal fees
- $383,456
- Accounting fees
- $100,861
- Occupancy
- $457,039
- Travel
- $2,230,662
- Depreciation
- $913,523
- Program services (functional)
- $24,520,780
- Management and general (functional)
- $14,031,706
Balance sheet and other
- Total assets, start of year
- $47,993,590
- Total assets, end of year
- $48,851,196
- Total liabilities, end of year
- $23,133,986
- Net assets, end of year
- $25,717,210
- Land, buildings and equipment
- $5,086,103
- Publicly traded securities
- $15,871,365
- Net assets without donor restrictions
- $25,712,707
- Net assets with donor restrictions
- $4,503
- Gross unrelated business income
- $139,961
- Gross receipts
- $50,921,864
- Employees
- 167
- Volunteers
- 256
- Year formed
- 1954
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERENCE S DAVIDSON | CHIEF EXECUTIVE OFFICER Officer | 40 | $536,884 | $141,614 |
| AL HAMWRIGHT | CHIEF FINANCIAL OFFICER Officer | 40 | $322,209 | $74,181 |
| JOSEPH GLINIECKI | VICE PRESIDENT, BUSINESS DEVELOPMENT Highest-paid employee | 40 | $265,167 | $84,512 |
| JULIE STICH | VICE PRESIDENT, CONTENT Highest-paid employee | 40 | $266,571 | $63,357 |
| ANDIE GEBERT | VICE PRESIDENT, TALENT Highest-paid employee | 40 | $263,592 | $66,014 |
| RYAN PICARELLA | EXECUTIVE DIRECTOR, WELLNESS ALLIANCE Highest-paid employee | 40 | $192,867 | $64,504 |
| LINDA BIELSKI | DIRECTOR, CEBS/ISCEBS Highest-paid employee | 40 | $185,936 | $59,367 |
| JOHN E SLATERY | SECRETARY Trustee or director, Officer | 3 | $11,368 | $0 |
| RUBEN NAVARRO | PUBLIC EMPLOYEES SECTOR REP. Trustee or director | 3 | $11,056 | $0 |
| DONALD D CROSATTO | PRESIDENT & CHAIR Trustee or director, Officer | 13 | $10,500 | $0 |
| COREY J WIRTH | DIRECTOR Trustee or director | 1 | $8,507 | $0 |
| KEVIN E TIGHE | PAST PRESIDENT Trustee or director | 3 | $6,245 | $0 |
| SEAN P MADIX | IMMEDIATE PAST PRESIDENT Trustee or director | 3 | $5,500 | $0 |
| MICHAEL T HAFFNER | DIRECTOR Trustee or director | 1 | $4,417 | $0 |
| DANIEL G WIENSTROER | DIRECTOR Trustee or director | 1 | $2,878 | $0 |
40 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN P POTTER | DIRECTOR Trustee or director | 1 | $2,584 |
| THOMAS T HOLSMAN | DIRECTOR Trustee or director | 1 | $2,315 |
| TODD G HELFRICH | PRESIDENT-ELECT Trustee or director, Officer | 9 | $0 |
| KRISTINA M GUASTAFERRI | TREASURER Trustee or director, Officer | 3 | $0 |
| JILL MONGELLUZZO | CORPORATE SECTOR REP. Trustee or director | 3 | $0 |
| KIRBY WATSON | CANADIAN SECTOR REP. Trustee or director | 3 | $0 |
| NICHOLAS BONALDO | DIRECTOR Trustee or director | 1 | $0 |
| KENNETH C BORDEN | DIRECTOR Trustee or director | 1 | $0 |
| DANEEN BOYCE | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE J BRADLEY | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL P BRADY | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER JG BROCKMEYER | DIRECTOR Trustee or director | 1 | $0 |
| TANNER J BRUNSDALE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID D DAQUELENTE | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS A DILLON | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM F FEYLING | DIRECTOR Trustee or director | 1 | $0 |
| ED GALLOS | DIRECTOR Trustee or director | 1 | $0 |
| TONY HADLEY | DIRECTOR Trustee or director | 1 | $0 |
| MADISON JAMIE HULL | DIRECTOR Trustee or director | 1 | $0 |
| LISA L KAISER | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTY KIM - PAST | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT H LACHMUND | DIRECTOR Trustee or director | 1 | $0 |
| TIMOTHY LINVILLE | DIRECTOR Trustee or director | 1 | $0 |
| JANET K MANUEL - PAST | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN J MCCAFFREY | DIRECTOR Trustee or director | 1 | $0 |
| LARRY P MCNUTT | DIRECTOR Trustee or director | 1 | $0 |
| TIFFANY MERFELD | DIRECTOR Trustee or director | 1 | $0 |
| NATALIE E NAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA NORCIA | DIRECTOR Trustee or director | 1 | $0 |
| FRANK E NUNES | DIRECTOR Trustee or director | 1 | $0 |
| SEAN T O'DONNELL | DIRECTOR Trustee or director | 1 | $0 |
| PETER O'HARA | DIRECTOR Trustee or director | 1 | $0 |
| MARG ROMANOW | DIRECTOR Trustee or director | 1 | $0 |
| HOWARD ROTHSCHILD | DIRECTOR Trustee or director | 1 | $0 |
| JEFF STARK | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS W STIEDE | DIRECTOR Trustee or director | 1 | $0 |
| GREG TRENTO | DIRECTOR Trustee or director | 1 | $0 |
| TIM WORKE | DIRECTOR Trustee or director | 1 | $0 |
| KRISTINE KARNATH | DIRECTOR Trustee or director | 1 | $0 |
| DONNA COSTA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 53 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRY DAVIDSON | CHIEF EXECUTIVE OFFICER Officer | 40 | $528,836 | $140,560 |
| AL HAMWRIGHT | CHIEF FINANCIAL OFFICER Officer | 40 | $309,319 | $76,273 |
| JOSEPH GLINIECKI | VICE PRESIDENT, BUSINESS D Highest-paid employee | 40 | $250,086 | $84,265 |
| ANDIE GEBERT | VICE PRESIDENT, TALENT Highest-paid employee | 40 | $249,732 | $66,848 |
| JULIE STICH | VICE PRESIDENT, CONTENT Highest-paid employee | 40 | $251,871 | $64,611 |
| LINDA BIELSKI | DIRECTOR, CEBS/ISCEBS Highest-paid employee | 40 | $161,996 | $56,945 |
| ERIC MATSCHULL | DIRECTOR, FINANCE AND ACCO Highest-paid employee | 40 | $158,523 | $41,654 |
| SEAN P MADIX | PRESIDENT & CHAIR Officer | 13 | $10,500 | $0 |
| JOHN E SLATERY | DIRECTOR Trustee or director | 1 | $7,168 | $0 |
| KEVIN E TIGHE | IMMEDIATE PAST PRESIDENT Trustee or director | 3 | $6,728 | $0 |
| MARTHA M HENRICKSON | DIRECTOR Trustee or director | 1 | $6,672 | $0 |
| RUBEN NAVARRO | PUBLIC EMPLOYEES SECTOR REP Trustee or director | 3 | $6,633 | $0 |
| LEONARD P O'NEILL | DIRECTOR Trustee or director | 1 | $6,033 | $0 |
| JACK W RAMAGE | DIRECTOR Trustee or director | 1 | $2,195 | $0 |
| TIMOTHY VALENCIA | DIRECTOR Trustee or director | 1 | $1,931 | $0 |
| THOMAS W STIEDE | DIRECTOR Trustee or director | 1 | $1,610 | $0 |
| DONNA L SPAGNOLA | DIRECTOR Trustee or director | 1 | $1,407 | $0 |
| WENDELL YOUNG IV | PAST PRESIDENT Trustee or director | 3 | $1,328 | $0 |
| SEAN T O'DONNELL | DIRECTOR Trustee or director | 1 | $858 | $0 |
| JILL MONGELLUZZO | CORPORATE SECTOR REP. Trustee or director | 3 | $0 | $0 |
| KIRBY WATSON | CANADIAN SECTOR REP. Trustee or director | 3 | $0 | $0 |
| KENNETH C BORDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH R BOYD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAWRENCE J BRADLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL P BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY BRINKERHOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER JG BROCKMEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TANNER J BRUNSDALE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS A CAMP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAURO CANORI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS A DILLON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM F FEYLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED GALLOS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FAYE I GUENTHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL T HAFFNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK LACASSA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RONALD W LAUDEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM C LIGETTI JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANET K MANUEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN J MCCAFFREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY MERFELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK E NUNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER O'HARA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARIN A PETERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN H RAPHAEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG TRENTO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALVIN VINCENT JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTI E WAGNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD A WILLIAMSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM WORKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONALD D CROSATTO | PRESIDENT-ELECT Officer | 8 | $0 | $0 |
| TODD G HELFRICH | TREASURER Officer | 3 | $0 | $0 |
| KRISTINA M GUASTAFERRI | SECRETARY Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18700 W BLUEMOUND RD, BROOKFIELD, WI 53045-2936
- In care of
- % MICHAEL WILSON
- Principal officer (990 for 2024)
- TERENCE S DAVIDSON, 18700 W BLUEMOUND RD, BROOKFIELD, WI 53045
- Signed the 990
- TERENCE S DAVIDSON, CHIEF EXECUTIVE OFFICER
- Phone
- (262) 786-6700
- Website
- WWW.IFEBP.ORG
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS IS A NONPROFIT ORGANIZATION, DEDICATED TO BEING A LEADING OBJECTIVE AND INDEPENDENT SOURCE OF EMPLOYEE BENEFITS AND FINANCIAL LITERACY EDUCATION AND INFORMATION.
Program accomplishments
- EDUCATIONAL PROGRAMS, SERVICES AND CONFERENCES RELATED TO EMPLOYEE BENEFIT PLANS.Expenses $15,328,265 · revenue $25,175,724
- EDUCATIONAL PROGRAMS RELATED TO THE CERTIFIED EMPLOYEE BENEFITS SPECIALIST DESIGNATION.Expenses $2,572,185 · revenue $2,811,956
- PROGRAM DEVELOPMENT INCLUDES: SALES, PARTNERSHIPS, ADVERTISING, PUBLIC RELATIONS, AND MARKETING RELATING TO EMPLOYEE BENEFITS, FINANCIAL LITERACY, RETIREMENT SECURITY AND EDUCATION AND INFORMATION.Expenses $3,023,620
- OTHER PROGRAM SERVICES INCLUDE THE FOLLOWING:- PRODUCTION OF PUBLICATIONS, INFORMATION SERVICES AND RESEARCH FOR EMPLOYEE BENEFIT PLANS.- DEVELOPMENT, PRODUCTION, AND SUPPORT OF E-LEARNING EDUCATIONAL COURSES.- PROMOTION AND MARKETING OF PROGRAMS.Expenses $3,596,710 · grants $15,000 · revenue $8,048,864
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1034021
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41Z)
- Assets (IRS master file)
- $48,851,196
- Income (IRS master file)
- $50,921,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $37,496,078 | $38,552,486 | $48,851,196 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $34,229,575 | $34,585,164 | $47,993,590 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $31,544,284 | $30,013,596 | $42,247,645 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1034021).
Questions about INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC
- What is the EIN of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC?
- The employer identification number (EIN) of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC is 39-1034021.
- Is INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC?
- The 990 for the year ended December 31, 2024 names TERENCE S DAVIDSON.
- Who are the officers and directors of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC?
- The 990 for the year ended December 31, 2024 lists 55 people; 17 received compensation from the organization, the highest $536,884 (TERENCE S DAVIDSON, CHIEF EXECUTIVE OFFICER).
- How much revenue does INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $37,496,078, expenses of $38,552,486 and total assets of $48,851,196 at year end.
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