INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC Charity Report

Public IRS 990 nonprofit record

INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC

EIN 39-1034021 · Community Improvement & Capacity Building (S41Z)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $63.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders55 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

65.40%of revenue went to mission work63.6% of expenses · Program services

$102.82spent for every $100 of revenueSpending was higher than revenue this year.

37.42%of revenue went to management and office costs36.4% of expenses

$1.27in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,056,408 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $678,498 for TERENCE S DAVIDSON (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$37,496,078

Mission workProgram services$24,520,78065.40% of revenue63.6% of expenses

ManagementOffice and general costs$14,031,70637.42% of revenue36.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$38,552,486102.82% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 63.6% mission · 36.4% management · 0.0% fundraisingTotal expenses: 102.82% of revenue

2023Expense mix: 65.2% mission · 34.8% management · 0.0% fundraisingTotal expenses: 101.04% of revenue

2022Expense mix: 64.2% mission · 35.8% management · 0.0% fundraisingTotal expenses: 95.15% of revenue

2021Expense mix: 61.9% mission · 38.1% management · 0.0% fundraisingTotal expenses: 92.76% of revenue

2020Expense mix: 57.5% mission · 42.5% management · 0.0% fundraisingTotal expenses: 76.73% of revenue

2019Expense mix: 66.8% mission · 33.2% management · 0.0% fundraisingTotal expenses: 97.98% of revenue

2018Expense mix: 64.3% mission · 35.7% management · 0.0% fundraisingTotal expenses: 95.23% of revenue

2017Expense mix: 64.1% mission · 35.9% management · 0.0% fundraisingTotal expenses: 101.16% of revenue

Money in and money out

Revenue$37,496,078

Expenses$38,552,486

Annual shortfall $1,056,408 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$24,520,780 · 63.6% of expenses

Management and office costs$14,031,706 · 36.4% of expenses

See all reported dollar amounts

Revenue$37,496,078

Expenses$38,552,486

Assets$48,851,196

Income$50,921,864

Mission work (program services)$24,520,780

Grants given$135,000

Average grant$15,000

Management and general$14,031,706

Executive compensation (total)$752,449

Stocks and bonds$15,871,365

Accounting fees$100,861

Investing fees$34,223

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TERENCE S DAVIDSONCHIEF EXECUTIVE OFFICER · 40 hrs/week $678,498Base $536,884 · Other $141,614

AL HAMWRIGHTCHIEF FINANCIAL OFFICER · 40 hrs/week $396,390Base $322,209 · Other $74,181

JOSEPH GLINIECKIVICE PRESIDENT, BUSINESS DEVELOPMENT · 40 hrs/week $349,679Base $265,167 · Other $84,512

JULIE STICHVICE PRESIDENT, CONTENT · 40 hrs/week $329,928Base $266,571 · Other $63,357

ANDIE GEBERTVICE PRESIDENT, TALENT · 40 hrs/week $329,606Base $263,592 · Other $66,014

RYAN PICARELLAEXECUTIVE DIRECTOR, WELLNESS ALLIANCE · 40 hrs/week $257,371Base $192,867 · Other $64,504

LINDA BIELSKIDIRECTOR, CEBS/ISCEBS · 40 hrs/week $245,303Base $185,936 · Other $59,367

JOHN E SLATERYSECRETARY · 3 hrs/week $11,368

RUBEN NAVARROPUBLIC EMPLOYEES SECTOR REP. · 3 hrs/week $11,056

DONALD D CROSATTOPRESIDENT & CHAIR · 13 hrs/week $10,500

COREY J WIRTHDIRECTOR · 1 hrs/week $8,507

KEVIN E TIGHEPAST PRESIDENT · 3 hrs/week $6,245

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (55)

TERENCE S DAVIDSONCHIEF EXECUTIVE OFFICER

AL HAMWRIGHTCHIEF FINANCIAL OFFICER

JOSEPH GLINIECKIVICE PRESIDENT, BUSINESS DEVELOPMENT

JULIE STICHVICE PRESIDENT, CONTENT

ANDIE GEBERTVICE PRESIDENT, TALENT

RYAN PICARELLAEXECUTIVE DIRECTOR, WELLNESS ALLIANCE

LINDA BIELSKIDIRECTOR, CEBS/ISCEBS

JOHN E SLATERYSECRETARY

RUBEN NAVARROPUBLIC EMPLOYEES SECTOR REP.

DONALD D CROSATTOPRESIDENT & CHAIR

COREY J WIRTHDIRECTOR

KEVIN E TIGHEPAST PRESIDENT

SEAN P MADIXIMMEDIATE PAST PRESIDENT

MICHAEL T HAFFNERDIRECTOR

DANIEL G WIENSTROERDIRECTOR

KEVIN P POTTERDIRECTOR

THOMAS T HOLSMANDIRECTOR

ROBERT H LACHMUNDDIRECTOR

PETER OHARADIRECTOR

NICHOLAS BONALDODIRECTOR

NATALIE E NAYLORDIRECTOR

MICHAEL P BRADYDIRECTOR

WILLIAM F FEYLINGDIRECTOR

MELISSA NORCIADIRECTOR

SEAN T ODONNELLDIRECTOR

TANNER J BRUNSDALEDIRECTOR

THOMAS A DILLONDIRECTOR

THOMAS W STIEDEDIRECTOR

TIFFANY MERFELDDIRECTOR

TIM WORKEDIRECTOR

TIMOTHY LINVILLEDIRECTOR

TODD G HELFRICHPRESIDENT-ELECT

TONY HADLEYDIRECTOR

JEFF STARKDIRECTOR

CHRISTOPHER JG BROCKMEYERDIRECTOR

CHRISTY KIM - PASTDIRECTOR

DANEEN BOYCEDIRECTOR

DAVID D DAQUELENTEDIRECTOR

DONNA COSTADIRECTOR

ED GALLOSDIRECTOR

FRANK E NUNESDIRECTOR

GREG TRENTODIRECTOR

HOWARD ROTHSCHILDDIRECTOR

JANET K MANUEL - PASTDIRECTOR

MARG ROMANOWDIRECTOR

JILL MONGELLUZZOCORPORATE SECTOR REP.

KENNETH C BORDENDIRECTOR

KEVIN J MCCAFFREYDIRECTOR

KIRBY WATSONCANADIAN SECTOR REP.

KRISTINA M GUASTAFERRITREASURER

KRISTINE KARNATHDIRECTOR

LARRY P MCNUTTDIRECTOR

LAWRENCE J BRADLEYDIRECTOR

LISA L KAISERDIRECTOR

MADISON JAMIE HULLDIRECTOR

About this charity

Recognized since: January 1993
Location: 18700 W BLUEMOUND RD, BROOKFIELD, WI 53045-2936
County: Waukesha
In care of: % MICHAEL WILSON
Primary officer: TERENCE S DAVIDSON, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(262) 786-6700

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: LEGACY PROFESSIONALS LLP
NTEE classification: Community Improvement & Capacity Building (S41Z)
IRS tax category: Business Associations
Grant-giving organization: Yes