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Wisconsin · Nonprofit

INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC

INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC (Wisconsin) receives grants from 1 organization whose IRS filings report $55,815 to it, the largest being KAISER FOUNDATION HEALTH PLAN INC ($55,815). 0 of them have funded it in more than one year.

Revenue FY2024
$37M
Funders on record
1
Grants received
$56k
Net assets
$26M
0/1 repeat funderspeak grant-dependency 0%
01What it does

What International Foundation of Employee Benefit Plans Inc does

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.

As stated on its FY2024 Form 990.

Programs

  1. Educational programs, services and conferences related to employee benefit plans.

    $15,328,265 spent$25,175,724 earned by the program
    63% of program spending
  2. Educational programs related to the certified employee benefits specialist designation.

    $2,572,185 spent$2,811,956 earned by the program
    10% of program spending
  3. Program development includes: sales, partnerships, advertising, public relations, and marketing relating to employee benefits, financial literacy, retirement security and education and information.

    $3,023,620 spent
    12% of program spending
  4. 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.

    $3,596,710 spentof which $15,000 as grants$8,048,864 earned by the program
    15% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $24,520,780.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($30M) Expenses 100 ($31M) Net assets 100 ($9.4M)2018 Revenue 110 ($33M) Expenses 104 ($32M) Net assets 107 ($10M)2019 Revenue 111 ($34M) Expenses 108 ($33M) Net assets 136 ($13M)2020 Revenue 96 ($29M) Expenses 73 ($22M) Net assets 116 ($11M)2021 Revenue 80 ($24M) Expenses 73 ($22M) Net assets 196 ($18M)2022 Revenue 104 ($32M) Expenses 98 ($30M) Net assets 200 ($19M)2023 Revenue 113 ($34M) Expenses 113 ($35M) Net assets 277 ($26M)2024 Revenue 124 ($37M) Expenses 126 ($39M) Net assets 273 ($26M)
'17'18'19'20'21'22'23'24
Revenue (124)Expenses (126)Net assets (273)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $37M to $48M (+30%).

$35M
$34M
$37M
$48M
$45M
$42M
$48M
$49M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

0% of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (61% for the typical peer).

This organization
Typical peer · 696 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 8 reported years ran a deficit.

−$351k
’17
$1.6M
’18
$678k
’19
$6.7M
’20
$1.7M
’21
$1.5M
’22
−$356k
’23
−$1.1M
’24
0.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Donald D Crosatto

President & chair

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2017 and FY2018 filings.

'17'18'19'20'21'22'23'24
Listed5252555454535355
Joined·+14+17+23+3+16+11+23
No longer listed·1414243171121
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'21
total
funders
1

From the IRS filings of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC draws 100% of its grant income from funders outside Wisconsin, across 1 state in all.

CA

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC's revenue grew 24% between 2017 and 2024.

Operating margin−3% · bottom quartile
Months of reserve0.9mo · bottom quartile
Revenue growth (annualized)3% · bottom quartile

this organization peer median middle 50% of peers· 659 community improvement nonprofits $10M–$100M, FY2024

Organizations like INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Wisconsin

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

64% of spending goes to programs.

Program 64%Management 36%Fundraising 0%

Governance

44
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 4 related entities

  • Ifebp Services LLC · disregarded
  • Intl Society of Cert Employee Benefit Specialists Inc · exempt
  • Certified Employee Benefit Specialists Inc · exempt
  • Wellness Alliance Inc · exempt

Screen this organization

A dated, signed PDF of the compliance screen for INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC?
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC (Wisconsin) receives grants from 1 organization whose IRS filings report $55,815 to it, the largest being KAISER FOUNDATION HEALTH PLAN INC ($55,815). 0 of them have funded it in more than one year.
How many funders does INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC have?
IRS filings report 1 organization giving $55,815 in grants to INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC.
Who is the largest funder of INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC?
KAISER FOUNDATION HEALTH PLAN INC is the largest funder on record, with $55,815 in grants. The full list of funders is on this page.
How can an organization like INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing