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Certified Employee Benefit Specialists Inc

  • Brookfield, WI
  • Tax-exempt since Aug. 1990
  • EIN: 39-1666266

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$196k (2023)

Expenses
$196k (2023)

Total Assets
$76.3k (2023)

Total Liabilities
$501 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,916
Expenses
$195,607
Net Income
$309
Net Assets
$75,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $195,105
99.6%
Investment Income $811
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,319
Total Liabilities $501
Net Assets $75,818
Compensation
Key Employees and Officers Compensation Related Other
Sean P Madix (President) $0 $10,500 $0
Donald D Crosatto (President Elect) $0 $0 $0
Todd G Helfrich (Treasurer) $0 $0 $0
Kristina M Guastaferri (Secretary) $0 $0 $0
Kevin E Tighe (Immediate Past President) $0 $6,728 $0
Wendell Young Iv (Past President) $0 $1,328 $0
Jill Mongelluzzo (Corporate Sector Rep.) $0 $0 $0
Ruben Navarro (Public Employees Sector Re) $0 $6,633 $0
Kirby Watson (Canadian Sector Rep.) $0 $0 $0
Terence S Davidson (Chief Executive Officer) $0 $528,836 $140,560
+ View more people

Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,381
Expenses
$238,239
Net Income
$142
Net Assets
$75,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $238,250
99.9%
Investment Income $131
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,490
Total Liabilities $981
Net Assets $75,509
Compensation
Key Employees and Officers Compensation Related Other
Kevin E Tighe (President) $0 $7,500 $0
Sean P Madix (President Elect) $0 $2,500 $0
Donald D Crosatto (Treasurer) $0 $0 $0
Todd G Helfrich (Secretary) $0 $0 $0
Wendell W Young Iv (Immediate Past President) $0 $0 $0
Gene H Price (Past President) $0 $0 $0
Jill Mongelluzzo (Corporate Sector Rep.) $0 $0 $0
Ruben Navarro (Public Employees Sector Re) $0 $4,661 $0
Kirby Watson (Canadian Sector Rep.) $0 $0 $0
Terence S Davidson (Chief Executive Officer) $0 $485,540 $159,405
+ View more people

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,493
Expenses
$137,448
Net Income
$45
Net Assets
$75,367
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $137,485
100.0%
Investment Income $8
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,359
Total Liabilities $992
Net Assets $75,367
Compensation
Key Employees and Officers Compensation Related Other
Wendell W Young Iv (President & Chair) $0 $0 $0
Kevin E Tighe (President Elect) $0 $2,500 $0
Sean P Madix (Treasurer) $0 $0 $0
Donald D Crosatto (Secretary) $0 $0 $0
Gene H Price (Immediate Past President) $0 $0 $0
Paul Hackleman (Past President) $0 $3,000 $0
Tina M Marshall (Corporate Sector Rep.) $0 $0 $0
Lynette A Metz (Public Employees Sector Rep) $0 $0 $0
Kirby Watson (Canadian Sector Rep.) $0 $0 $0
Terence S Davidson (Chief Executive Officer) $0 $466,790 $157,569
+ View more people

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,495
Expenses
$129,705
Net Income
-$210
Net Assets
$75,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $129,454
100.0%
Investment Income $41
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,351
Total Liabilities $1,029
Net Assets $75,322
Compensation
Key Employees and Officers Compensation Related Other
Wendell W Young Iv (President & Chair) $0 $0 $0
Kevin E Tighe (President Elect) $0 $2,500 $0
Sean P Madix (Treasurer) $0 $0 $0
Donald D Crosatto (Secretary) $0 $0 $0
Gene H Price (Immediate Past President) $0 $0 $0
Paul Hackleman (Past President) $0 $0 $0
Tina M Marshall (Corporate Sector Rep) $0 $0 $0
Lynette A Metz (Public Employees Sector Re) $0 $2,304 $0
Kirby Watson (Canadian Sector Rep) $0 $0 $0
Terence S Davidson (Chief Executive Officer) $0 $340,570 $102,152
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$240,309
Expenses
$240,878
Net Income
-$569
Net Assets
$75,532
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $240,032
99.9%
Investment Income $277
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,310
Total Liabilities $778
Net Assets $75,532
Compensation
Key Employees and Officers Compensation Related Other
Gene H Price (President And Chair) $0 $0 $0
Wendell W Young Iv (President Elect) $0 $806 $0
Kevin E Tighe (Treasurer) $0 $2,500 $0
Sean P Madix (Secretary) $0 $2,000 $0
Paul Hackleman (Immediate Past President And Chair) $0 $10,000 $0
Thomas W Stiede (Past President) $0 $986 $0
Tina M Marshall (Corporate Sector Rep) $0 $0 $0
Lynette A Metz (Public Employees Sector Re) $0 $2,120 $0
Kirby Watson (Canadian Sector Rep) $0 $0 $0
Terence S Davidson (Chief Executive Officer) $0 $301,553 $82,843
Michael Wilson (Chief Executive Officer Former) $0 $149,676 $6,730
+ View more people

Document Links

990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$235,558
Expenses
$235,331
Net Income
$227
Net Assets
$76,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $235,399
99.9%
Investment Income $159
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,101
Total Liabilities $0
Net Assets $76,101
Compensation
Key Employees and Officers Compensation Related Other
Paul Hackleman (President And Chair) $0 $2,963 $0
Gene H Price (President Elect) $0 $0 $0
Wendell W Young Iv (Treasurer) $0 $2,628 $0
Kevin E Tighe (Secretary) $0 $2,480 $0
Thomas W Stiede (Immediate Past President) $0 $11,858 $0
Regina C Reardon (Past President) $0 $1,237 $0
Tina M Marshall (Corporate Sector Rep) $0 $0 $0
Lynette A Metz (Public Employees Sector Rep) $0 $2,424 $0
Kirby Watson (Canadian Sector Rep) $0 $0 $0
Terence S Davidson (Chief Executive Officer New) $0 $293,620 $70,317
Michael Wilson (Chief Executive Officer Former) $0 $494,791 $56,647
+ View more people

Document Links

990
Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$140,581
Expenses
$135,481
Net Income
$5,100
Net Assets
$75,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $140,519
100.0%
Investment Income $62
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $80,624
Total Liabilities $4,750
Net Assets $75,874
Compensation
Key Employees and Officers Compensation Other
Thomas W Stiede (President And Chair) $0 $0
Paul Hackleman (President Elect) $0 $0
Gene H Price (Treasurer) $0 $0
Wendell W Young Iv (Secretary) $0 $0
Regina C Reardon (Immediate Past President) $0 $0
Thomas T Holsman (Past President) $0 $0
Tina M Marshall (Corporate Sector Representative) $0 $0
Lynette A Metz (Public Employees Sector Rep) $0 $0
Joan S Tanaka (Canadian Sector Representative) $0 $0
Michael Wilson (Chief Executive Officer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,594
Expenses
$118,900
Net Income
$4,694
Net Assets
$70,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $123,537
100.0%
Investment Income $57
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,374
Total Liabilities $4,600
Net Assets $70,774
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Regina C Reardon (President And Chair) $0 $1,341 $0
Thomas W Stiede (President Elect) $0 $0 $0
Paul Hackleman (Treasurer) $0 $2,146 $0
Gene H Price (Secretary) $0 $0 $0
Kenneth Boyd (Past President) $0 $0 $0
Thomas T Holsman (Immediate Past President) $0 $0 $0
Tina M Marshall (Corporate Sector Rep) $0 $0 $0
Lynette A Metz (Public Employees Sector Rep) $0 $1,181 $0
Joan S Tanka (Canadian Sector Rep) $0 $0 $0
Michael Wilson (Chief Executive Officer) $0 $397,141 $59,686
+ View more people

Document Links

990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,769
Expenses
$180,913
Net Income
$4,856
Net Assets
$66,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $185,699
100.0%
Investment Income $70
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $66,080
Total Liabilities $0
Net Assets $66,080
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Thomas T Holsman (President And Chair) $0 $0 $0
Regina C Reardon (President Elect) $0 $0 $0
Thomas W Stiede (Treasurer) $0 $1,765 $0
Paul Hackleman (Secretary) $0 $9,993 $0
Kenneth Boyd (Immediate Past President) $0 $1,620 $0
George Laufenberg (Past President) $0 $0 $0
Tina Corea (Corporate Sector Represent) $0 $0 $0
J Sparb Collins (Public Employees Sector Re) $0 $5,071 $0
Joan S Tanka (Canadian Sector Rep) $0 $0 $0
Michael Wilson (Chief Executive Officer) $0 $393,816 $62,238
+ View more people

Document Links

990
Filed on Nov. 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,457
Expenses
$154,169
Net Income
-$14,712
Net Assets
$61,224
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $139,386
99.9%
Investment Income $71
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $71,709
Total Liabilities $10,485
Net Assets $61,224
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Kenneth R Boyd (President And Chair) $0 $0 $0
Thomas T Holsman (President Elect) $0 $0 $0
Regina C Reardon (Treasurer) $0 $0 $0
Thomas W Stiede (Secretary) $0 $2,629 $0
George R Laufenberg Cebs (Immediate Past President) $0 $0 $0
Richard Lyall (Past President) $0 $0 $0
Cindy L Conway (Corporate Sector Represent) $0 $0 $0
J Sparb Collins (Public Employees Sector Re) $0 $1,684 $0
Joan S Tanka (Canadian Sector Rep) $0 $0 $0
Michael Wilson (Chief Executive Officer) $0 $391,842 $42,104
+ View more people

Document Links

990
Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,117
Expenses
$164,373
Net Income
-$256
Net Assets
$75,936
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $164,047
100.0%
Investment Income $70
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,936
Total Liabilities $0
Net Assets $75,936
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
George R Laufenberg Cebs (President And Chair) $0 $0 $0
Kenneth R Boyd (President Elect) $0 $0 $0
Thomas T Holsman (Treasurer) $0 $0 $0
Regina C Reardon (Secretary) $0 $0 $0
Richard Lyall (Immediate Past President) $0 $0 $0
John J Simmons (Past President) $0 $7,906 $0
Cindy L Conway (Corporate Sector Represent) $0 $0 $0
J Sparb Collins (Public Employees Sector Re) $0 $5,716 $0
David N Harvey (Canadian Sector Rep Past) $0 $0 $0
Joan S Tanka (Canadian Sector Rep) $0 $0 $0
Michael Wilson (Chief Executive Officer) $0 $357,266 $74,528
+ View more people

Document Links

990
Filed on Aug. 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,606
Expenses
$129,525
Net Income
$81
Net Assets
$76,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $129,526
99.9%
Investment Income $80
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,192
Total Liabilities $0
Net Assets $76,192

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$132,338
Expenses
$132,648
Net Income
-$310
Net Assets
$76,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $132,232
99.9%
Investment Income $106
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,111
Total Liabilities $0
Net Assets $76,111

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated