PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Society Of Professional Benefit Administrators

Organization summary

Type of Nonprofit

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

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$1.51M (2023)

Expenses
$1.59M (2023)

Total Assets
$2.41M (2023)

Total Liabilities
$226k (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
$1,507,718
Expenses
$1,586,163
Net Income
-$78,445
Net Assets
$2,180,159
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,414,420
93.8%
Investment Income $93,298
6.2%
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 $2,405,979
Total Liabilities $225,820
Net Assets $2,180,159
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michou Reichelsdorfer (Chairman Of The Board) $0 $0 $0
Kris Smith (Vice Chairman) $0 $0 $0
Marc Paulson (Secretary/Treasurer) $0 $0 $0
Dan Roslokken (Immediate Past Chair) $0 $0 $0
Andrea Gambardella (Director) $0 $0 $0
Richard Hardin (Director) $0 $0 $0
Stacey Minton (Director) $0 $0 $0
Richard Mousty (Director) $0 $0 $0
Eric Schulman (Director) $0 $0 $0
Anne Lennan (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,639,991
Expenses
$1,609,021
Net Income
$30,970
Net Assets
$2,188,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,465,191
89.3%
Investment Income $100,809
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,991
4.5%
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 $2,470,734
Total Liabilities $282,364
Net Assets $2,188,370
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dan Roslokken (Chairman Of The Board) $0 $0 $0
Michou Reichelsdorfer (Vice Chairman) $0 $0 $0
Kris Smith (Secretary/Treasurer) $0 $0 $0
Eric Ludwig (Immediate Past Chair) $0 $0 $0
Richard Hardin (Director) $0 $0 $0
Stacey Minton (Director) $0 $0 $0
Richard Mousty (Director) $0 $0 $0
Marc Paulson (Director) $0 $0 $0
Anne Lennan (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,913,779
Expenses
$1,495,503
Net Income
$418,276
Net Assets
$2,497,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
0.5%
Program Services $1,429,387
74.7%
Investment Income $94,119
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $380,273
19.9%
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 $2,782,402
Total Liabilities $284,810
Net Assets $2,497,592
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric Ludwig (Chairman Of The Board) $0 $0 $0
Dan Roslokken (Vice Chairman) $0 $0 $0
Michou Reichelsdorfer (Secretary/Treasurer) $0 $0 $0
Gordon Kinne (Immediate Past Chair) $0 $0 $0
Richard Hardin (Director) $0 $0 $0
Stacey Minton (Director) $0 $0 $0
Richard Mousty (Director) $0 $0 $0
Marc Paulson (Director) $0 $0 $0
Kris Smith (Director) $0 $0 $0
Anne Lennan (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,319,085
Expenses
$1,486,541
Net Income
-$167,456
Net Assets
$2,339,451
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,214,914
92.1%
Investment Income $104,171
7.9%
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 $2,634,869
Total Liabilities $295,418
Net Assets $2,339,451
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gordon Kinne (Chairman Of The Board) $0 $0 $0
Eric Ludwig (Vice Chairman) $0 $0 $0
Dan Roslokken (Secretary/Treasurer) $0 $0 $0
Caroline Fraker (Immediate Past Chair) $0 $0 $0
Alyson Hollewijn (Director) $0 $0 $0
Richard Mousty (Director) $0 $0 $0
Marc Paulson (Director) $0 $0 $0
Michou Reichelsdorfer (Director) $0 $0 $0
Kris Smith (Director) $0 $0 $0
Anne Lennan (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,716,278
Expenses
$1,816,215
Net Income
-$99,937
Net Assets
$2,334,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,659,251
96.7%
Investment Income $44,098
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,929
0.8%
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 $2,607,997
Total Liabilities $273,707
Net Assets $2,334,290
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kevin Schlotman (Chairman Of The Board) $0 $0 $0
Caroline Fraker (Vice Chairman) $0 $0 $0
Gordon Kinne (Secretary/Treasurer) $0 $0 $0
Eric Ludwig (Director) $0 $0 $0
Marc Paulson (Director) $0 $0 $0
Michou Reichelsdorfer (Director) $0 $0 $0
Dan Roslokken (Director) $0 $0 $0
Kris Smith (Director) $0 $0 $0
Andy Fujimoto Term Ended June 201 (Immediate Past Chair) $0 $0 $0
Paul Kelly Term Ended June 2019 (Director) $0 $0 $0
Anne Lennan (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,835,556
Expenses
$1,731,585
Net Income
$103,971
Net Assets
$2,278,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,357,165
73.9%
Investment Income $106,357
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $372,034
20.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $179,991
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,638,077
Total Liabilities $359,465
Net Assets $2,278,612
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Anne C Lennanmgmt Fee (President) $179,991 $0 $0
Kevin Schlotman (Chairman Of The Board) $0 $0 $0
Caroline Fraker (Vice Chairman Of The Board) $0 $0 $0
Gordon Kinne (Board Secretary/Treasurer) $0 $0 $0
Andy Fujimoto (Immediate Past Chairman) $0 $0 $0
Sheryl Bonner (Director) $0 $0 $0
Paul Kelly (Director) $0 $0 $0
Eric Ludwig (Director) $0 $0 $0
Dan Rooslokken (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,866,809
Expenses
$1,683,202
Net Income
$183,607
Net Assets
$2,291,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,378,397
73.8%
Investment Income $65,086
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $423,326
22.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $175,000
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,522,924
Total Liabilities $231,116
Net Assets $2,291,808
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Anne C Lennanmgmt Fee (President) $175,000 $0 $0
Andy Fujimoto (Chairman Of The Board) $0 $0 $0
Kevin Schlotman (Vice Chairman Of The Board) $0 $0 $0
Larea Albert (Board Secretary/Treasurer) $0 $0 $0
David Rubenzahl (Immediate Past Chairman) $0 $0 $0
Caroline Fraker (Director) $0 $0 $0
Jay Kempton (Director) $0 $0 $0
Paul Kelly (Director) $0 $0 $0
Gordon Kinne (Director) $0 $0 $0
Eric Ludwig (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,825,250
Expenses
$1,698,120
Net Income
$127,130
Net Assets
$1,932,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,332,342
73.0%
Investment Income $63,162
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $429,746
23.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $170,000
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,330,875
Total Liabilities $397,941
Net Assets $1,932,934
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Anne C Lennanmgmt Fee (President) $170,000 $0 $0
David Rubenzahl (Chairman Of The Board) $0 $0 $0
Andy Fujimoto (Vice Chairman Of The Board) $0 $0 $0
Kevin Schlotman (Board Secretary/Treasurer) $0 $0 $0
Tom Doney (Immediate Past Chairman) $0 $0 $0
Larea Albert (Director) $0 $0 $0
Carol Fraker (Director) $0 $0 $0
Gordon Kinne (Director) $0 $0 $0
Jay Kempton (Director) $0 $0 $0
Paul Kelly (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,749,166
Expenses
$1,759,754
Net Income
-$10,588
Net Assets
$1,741,655
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,328,769
76.0%
Investment Income $82,560
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $337,837
19.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $170,000
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,071,788
Total Liabilities $330,133
Net Assets $1,741,655
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Anne C Lennanmgmt Fee (President) $170,000 $0 $0
Tom Doney (Chairman Of The Board) $0 $0 $0
David Rubenzahl (Vice Chairman Of The Board) $0 $0 $0
Andy Fujimoto (Board Secretary/Treasurer) $0 $0 $0
Sandy Walters (Immediate Past Chairman) $0 $0 $0
Larea Albert (Director) $0 $0 $0
Carol Fraker (Director) $0 $0 $0
Gordon Kinne (Director) $0 $0 $0
Jay Kempton (Director) $0 $0 $0
Kevin Schlotman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,617,694
Expenses
$1,630,864
Net Income
-$13,170
Net Assets
$1,766,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,237,535
76.5%
Investment Income $73,396
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $306,763
19.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $170,000
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,119,150
Total Liabilities $352,615
Net Assets $1,766,535
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Anne C Lennanmgmt Fee (President) $170,000 $0 $0
Sandy Walters (Chairman Of The Board) $0 $0 $0
Tom Doney (Vice Chairman Of The Board) $0 $0 $0
David Rubenzahl (Board Secretary/Treasurer) $0 $0 $0
Bruce Flunker (Immediate Past Chairman) $0 $0 $0
Larea Albert (Director) $0 $0 $0
Andy Fujimoto (Director) $0 $0 $0
Jay Kempton (Director) $0 $0 $0
Kevin Schlotman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,569,149
Expenses
$1,593,790
Net Income
-$24,641
Net Assets
$1,763,679
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,295,401
82.6%
Investment Income $56,073
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $217,675
13.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $170,000
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,148,728
Total Liabilities $385,049
Net Assets $1,763,679
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Anne C Lennan Mgmt Fee (President) $170,000 $0 $0
Bruce Flunker (Chairman Of The Board) $0 $0 $0
Sandy Walters (Vice Chairman Of The Board) $0 $0 $0
Tom Doney (Board Secretary/Treasurer) $0 $0 $0
Robyn Jacobson (Immediate Past Chairman) $0 $0 $0
Tom Doney (Director) $0 $0 $0
Wally Gray (Director) $0 $0 $0
Cori Cook (Director) $0 $0 $0
David Rubenzahl (Director) $0 $0 $0
Andy Fujimoto (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,491,650
Expenses
$1,610,636
Net Income
-$118,986
Net Assets
$1,658,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,263,919
84.7%
Investment Income $53,981
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $173,750
11.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $170,000
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,878,273
Total Liabilities $219,738
Net Assets $1,658,535

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,607,132
Expenses
$1,605,479
Net Income
$1,653
Net Assets
$1,694,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,332,574
82.9%
Investment Income $46,042
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $228,516
14.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $170,000
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,006,578
Total Liabilities $312,252
Net Assets $1,694,326

Document Links

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

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

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

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

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

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

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

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 »