2015 Non-Profit Compensation & Benefit Benchmarking Study

Please take a few minutes to complete the 2015 Non-Profit Compensation & Benefits Benchmarking Study. You can complete the survey by filling out this online form or by clicking on the link above to print a hard copy. Hard copies can be faxed to 513-241-8303. The deadline is Monday July 20th. All information will be held in strictest confidence and specifics regarding individual companies will not be disclosed. Please use annual 2014 data unless otherwise specified.

Contact Information:

Your Name
Your Job Title
Email Address
Phone Number
Company Name

Is this who the report should be delivered to?

m  Yes

m  No

If no, to whom should this report be delivered?

Name
Email Address
Phone Number

1. What is the age of your organization?

m  1-5 years old

m  6-10 years old

m  11-15 years old

m  16-29 years old

m  30-49 years old

m  50+ years old

2. Which sector best describes your organization?

m  Social or human services

m  Health care

m  Fraternal organization

m  Foundation

m  Religious

m  Trade or professional association

m  Educational institution

m  Arts & more

m  Other

3. As you currently define them, what is the total number of full-time equivalent (FTE) employees at your organization?

m  Less than 10 Employees

m  11-24 Employees

m  25-50 Employees

m  51-100 Employees

m  101-200 Employees

m  More than 200 Employees

4. Based on the new government definitions outlined in the Affordable Care Act, in which full-time is defined as any employee who works more than 30 hours a week,what is the total number of full-time equivalent (FTE) employees at your organization?

m  Less than 10 Employees

m  11-24 Employees

m  25-50 Employees

m  51-100 Employees

m  101-200 Employees

m  More than 200 Employees

5. Do you plan to change the definition of "full-time" for all of your benefits to the new government definition?

m  Yes

m  No

m  Unknown at this time

6. What range best describes your organization's current annual budget (in gross revenue)?

m  Less than $2.5 Million

m  $2.6-$5 Million

m  $5-$10 Million

m  Over $10 Million

7. What geographic area best describes your organization's service reach?

Yes / No
One Location / m  / m 
Multiple Countries / m  / m 
Statewide / m  / m 
National / m  / m 

8. Please provide more detail regarding your answer to the question above:

One Location
Multiple Locations
Statewide
National

9. What is your organization's primary source of funding?

m  Government grants (excluding Medicare/Medicaid)

m  Medicare/Medicaid

m  Foundation grants

m  Contributions (individual and corporation)

m  Special Events

m  Fee for Service

m  Membership dues

m  Other (please specify) ______

10. In 2016, do you anticipate the number of staff within your organization will:

m  Decrease

m  Increase

m  Remain the same

11. In 2016, do you anticipate your organization's revenues will:

m  Decrease

m  Increase

m  Remain the same

12. During difficult economic times, a greater number of people turn to non-profit organization for assistance. Describe your organization's activity within the past 12 months.

Decreased / Increased / Remained the same
The demand for your organization's services has: / m  / m  / m 
The number of people served by your organization has: / m  / m  / m 

13. According to the organization's most recent financial statement, what percent of expenditures fall into the following categories?

Percentage
Programs
Administration
Fundraising
Compensation and Bonus
Health Benefits (health, vision, dental)
Retirement Plans

Financial Information

What is the compensation (excluding fringe benefits) of the following individuals at your organization? If more than one person holds a position, please provide the average compensation.

Job descriptions are available by clicking here.

14. Is this a part-time position?

Yes / No
Executive Director/CEO/President / m  / m 
Chief Operating Officer/Vice President of Operations / m  / m 
Assistant Director/Associate Director / m  / m 
Finance Director/CFO / m  / m 
Controller/Accountant / m  / m 
HR Director/Manager / m  / m 
IT Director/Manager / m  / m 
Development Director / m  / m 
Program Director / m  / m 
Volunteer Coordinator / m  / m 

15. Please enter in the annual base salary for the following positions:

Annual Base Salary ($)
Executive Director/CEO/President
Chief Operating Officer/Vice President of Operations
Assistant Director/Associate Director
Finance Director/CFO
Controller/Accountant
HR Director/Manager
IT Director/Manager
Development Director
Program Director
Volunteer Coordinator

16. Is there a Bonus/Incentive compensation plan?

Yes / No
Executive Director/CEO/President / m  / m 
Chief Operating Officer/Vice President of Operations / m  / m 
Assistant Director/Associate Director / m  / m 
Finance Director/CFO / m  / m 
Controller/Accountant / m  / m 
HR Director/Manager / m  / m 
IT Director/Manager / m  / m 
Development Director / m  / m 
Program Director / m  / m 
Volunteer Coordinator / m  / m 

17. Please enter in the incentive compensation percentage of base pay:

Percentage of Base Pay (%)
Executive Director/CEO/President
Chief Operating Officer/Vice President of Operations
Assistant Director/Associate Director
Finance Director/CFO
Controller/Accountant
HR Director/Manager
IT Director/Manager
Development Director
Program Director
Volunteer Coordinator

18. Please enter in the years of experience the incumbent has in their current role:

Years of Experience
Executive Director/CEO/President
Chief Operating Officer/Vice President of Operations
Assistant Director/Associate Director
Finance Director/CFO
Controller/Accountant
HR Director/Manager
IT Director/Manager
Development Director
Program Director
Volunteer Coordinator

19. For the last fiscal year, did you have:

m  Pay Increases

m  Pay Decreases

m  Furloughs

m  Reduced Work Schedules

m  None of the Above

20. On average, what was the range of pay increases last fiscal year?

From:
To:

21. On average, what was the range of pay decreases last fiscal year?

From:
To:

22. For the current fiscal year, do you anticipate:

m  Pay Increases

m  Pay Decreases

m  Furloughs

m  Reduced Work Schedules

m  None of the Above

23. On average, what is the expected range of pay increases this fiscal year?

From:
To:

24. On average,what is the expected range ofpay decreases this fiscal year?

From:
To:

25. Please briefly describe anynon-traditional compensation strategies such as additional PTO, flextime, etc.that you have implemented.

Healthcare Benefits

26. If you offer the following benefits, please indicate if they are paid fully by the employer, paid fully by the employee or the cost is split between the employer and employee.

100% Employer Paid / 100% Employee Paid / Cost Split Between Employer and Employee
Group Health Insurance / m  / m  / m 
Vision / m  / m  / m 
Disability Insurance / m  / m  / m 
Tuition Reimbursement / m  / m  / m 
Health Savings Account (HSA) / m  / m  / m 
Long-Term Care / m  / m  / m 
401(K) Retirement Plan / m  / m  / m 
403(b) Tax Sheltered Annuity (TSA) Retirement Plan / m  / m  / m 
Dental / m  / m  / m 
Group Life Insurance / m  / m  / m 
Professional Development/Education / m  / m  / m 
Flexible Spending Account (FSA)/Cafeteria Plan (Section 125) / m  / m  / m 
Defined Benefit Plan / m  / m  / m 
Supplemental Life Insurance / m  / m  / m 
Critical Illness Insurance / m  / m  / m 
Accident Insurance / m  / m  / m 

27. How do you currently enroll your employees?

q  Face-to-Face

q  Employee Meetings

q  Online

q  Paper

q  Through Payroll Systems

28. How would you prefer to enroll your employees?

m  Face-to-Face

m  Employee Meetings

m  Online

m  Paper

m  Through Payroll Systems

29. Please describe your employee's health insurance plan costs from 2013:

Monthly Employee Contribution / Gross Premium Per Month / Percentage of Premium Paid by Employee
Single
Employee + Spouse
Employee + Children
Family

30. Please describe your employee's health insurance plan costs from 2014:

Monthly Employee Contribution / Gross Premium Per Month / Percentage of Premium Paid by Employee
Single
Employee + Spouse
Employee + Children
Family

31. How much has your total premium for health insurance changed over the past two years and how much do you anticipated it changing for this year?

Increase / Decrease
From 2012 to 2013
From 2013 to 2014
Anticipated 2014 to 2015

32. What is your preferred way of dealing with medical renewal increases?

q  Change Deductible

q  Change Copays

q  Change Coinsurance

q  Change Max Out-Of-Pocket

q  Smaller Networks

q  Increase Employee Contributions

q  Other (please describe) ______

33. What type(s) of medical plan(s) do you have?

m  PPO

m  HDHP

m  Both

m  N/A

PPO Benefit Coverage

34. Does your current medical plan favor any highly compensated employee or employees (i.e. varying levels of affordability or level of benefit)?

m  Yes

m  No

35. Describe your current PPO benefit coverage:

$ Amount per Visit / % Per Visit
Office Visit (Primary Doctor) copay
Office Visit (Specialist) copay

36. Please enter in the deductible amounts:

Deductible Amounts
Single
Family

37. Please enter in the hospital impatient coinsurance amounts:

Coinsurance Amounts
Percentage Copay
Flat Dollar Amount Per Visit

38. Enter your prescription copay amounts below:

$ Amount Per Prescription / % Per Prescription
Tier 1
Tier 2
Tier 3
Tier 4

39. Is a Health Reimbursement Account (HRA) offered to either your HDHP or traditional medical plan?

m  Yes, enter in employer funding amount ______

m  No

40. What is your Out of Pocket Maximum?

Please describe your current HDHP benefit coverage

41. Please enter in the deductible amounts:

Deductible Amounts
Single
Family

42. Coinsurance Amount:

43. Do you provide any funding for your employees' health savings accounts?

m  Yes, enter in amount funded: ______

m  No

44. Is your plan:

m  Embedded

m  Not Embedded

45. What is your Out of Pocket Maximum?

Paid Time Off Policies

46. Does your organization have a policy for any of the following? (Select all that apply)

q  Vacation

q  Sick pay

q  Combined PTO

q  Personal Pay

47. Please indicate the number of days provided for years of service:

Vacation / Sick Pay / Combined PTO / Personal Days
1 year of service
5 years of service
10 years of service
15 years of service

48. Do you provide short term disability?

m  Yes, organization pays the complete cost

m  Yes, organization/employee share cost

m  Yes, employee pays the full cost

m  No

49. If yes, please describe your short-term disability plan

How many weeks does the benefit last?
What percentage of pay do employees receive?

Healthcare Reform/Wellness

50. What analysis/review have you completed to prepare for the full impact of Healthcare Reform?

m  Cursory Review

m  Cursor

m  Brief Strategic Review/Analysis

m  Full Financial Analysis/Review Including Census, Pay, Hours Worked, and Plan Design Value

m  None

51. How likely is it that your company will stop offering a health benefits plan in 2015 after the full provisions of health care reform are slated to take effect?

m  Very Likely

m  Somewhat Likely

m  Not at all Likely

52. From what you know so far about the planned Public Exchanges (Marketplaces), describe your confidence these public options will be a viable option for your employees.

m  High Confidence

m  Some Confidence

m  No Confidence

53. How likely are you to access a Private Exchange for health benefits?

m  Not At All Likely

m  Somewhat Likely

m  Very Likely

m  Unknown At This Time

54. Does your current medical plan meet the government "minimum value 60% AV" requirement?

m  Yes

m  No

m  Unknown

55. Is your plan "affordable" to all employees under the government's go-forward requirement of less than 9.5% of HH income?

m  Yes

m  No

m  Unknown

56. What wellness activities does your organization participate in?

q  General Wellness Education

q  Wellness Newsletters

q  Wellness incentives for good health (i.e. lower premium, higher HSA contribution, etc.)

q  Weight Loss Challenges

q  Exercise Challenges

q  Health Screenings

q  Biometric Screenings

q  Smoker/Nonsmoker Premium Rates

q  Other (please describe) ______

57. Please select if you offer the following:

Offered? / Please Describe
Yes / No / Planning to in the Future
Financial Incentives / m  / m  / m 
Non-Smoker Discount / m  / m  / m 

Retirement Plans

58. What types of retirement plan do you offer?

m  401(k)

m  403(b)

m  None

59. Is your 403(b) plan:

m  ERISA

m  Non-ERISA

60. Does your organization contribute a match to the 401(k)/403(b) plan?

m  Yes

m  No

61. Please describe your match policy

We match:
Of Employee Contribution:

62. What is the average deferral rate of participants in the 401(k) or 403(b) plan?

401(k)

403(b)

63. Does your organization have auto enrollment for the 401(k) or 403(b) plan?

m  Yes

m  No

64. Does this plan have an investment policy statement?

m  Yes

m  No

m  Unsure

Development

65. What type of fundraising activities do you conduct on an annual basis?

q  Annual gift campaign

q  A-Thon (walk, phone, jump-a-thon, etc.)

q  Annual Luncheon/Award Luncheon

q  Gala/Annual Dinner

q  Direct Mail Campaign

q  Benevon Raising more money

q  Golf outing

q  Other (please describe) ______

66. Does your organization have a planned giving program in place?

m  Yes

m  No

m  Looking to implement in the near future

67. Does your organization accept contribution online?

m  Yes

m  No

m  Looking to implement in the near future

68. Do you collaborate with other local non-profit organizations in your development efforts?

m  Yes

m  No

69. Which social media tools do you utilize?

Utilize? / Please Describe:
Yes / No
Facebook / m  / m 
Twitter / m  / m 
LinkedIn / m  / m 
Other (please describe) / m  / m 
We do not use social media / m  / m 


70. How frequently do you issue updates?