Integrated Benefits Institute
- Assets
- $1.5m
- Revenue
- $1.8m
- Investments
- $0.0
- Employees
- 9
- Location
- Oakland, CA
- Founding
- 02/1997
- Data as of
- 12/2021
- EIN
- 94-3228284
Organization Overview
Integrated Benefits Institute is located in Oakland, CA. The organization was established in 1997. According to its NTEE Classification (Y20) the organization is classified as: Insurance Providers, under the broad grouping of Mutual & Membership Benefit and related organizations. As of 12/2021, Integrated Benefits Institute employed 9 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Integrated Benefits Institute is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2021, Integrated Benefits Institute generated $1.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (5.7%) each year. All expenses for the organization totaled $1.8m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (3.3%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO IMPROVE THE BUSINESS CONDITIONS AND THE QUALITY OF BENEFITS AND BENEFITS OUTCOMES FOR EMPLOYERS AND THEIR EMPLOYEES, MEDICAL PROVIDERS, INSURERS AND OTHERS INVOLVED IN FURNISHING, RECEIVING AND/OR ADMINISTERING EMPLOYMENT BASED BENEFITS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE INSTITUTE PROVIDES DATA INFORMATION, RESEARCH AND ANALYSIS TO THE GENERAL PUBLIC, POLICY MAKERS AND MEMBERS REGARDING THE ASSESSMENT AND IMPROVEMENT OF INTEGRATED EMPLOYEE BENEFIT SERVICES.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kevin Mead Past Chair | OfficerTrustee | 2 | $0 |
Jackie Reinberg Vice President | OfficerTrustee | 2 | $0 |
Kelly Mcdevitt President | OfficerTrustee | 0 | $0 |
Brandon Roberts Corporate Secretary | OfficerTrustee | 40 | $0 |
Christopher Kroger Vice President | OfficerTrustee | 2 | $0 |
Phil Lacy Chair | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $1,770,500 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,770,500 |
| Total Program Service Revenue | $21,200 |
| Investment income | $21,211 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,812,911 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,064,063 |
| Pension plan accruals and contributions | $117,793 |
| Other employee benefits | $96,230 |
| Payroll taxes | $96,665 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,590 |
| Fees for services: Accounting | $22,506 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $8,903 |
| Fees for services: Other | $0 |
| Advertising and promotion | $15,997 |
| Office expenses | $48,650 |
| Information technology | $77,951 |
| Royalties | $0 |
| Occupancy | $18,967 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $12,565 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,426 |
| Insurance | $15,479 |
| All other expenses | $194,237 |
| Total functional expenses | $1,806,094 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $675,614 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $2,358 |
| Investments—publicly traded securities | $787,083 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,910 |
| Total assets | $1,469,965 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $10,397 |
| Total liabilities | $10,397 |
| Net assets without donor restrictions | $1,459,568 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,469,965 |
Endowment Analysis
Peer Organizations
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|---|---|---|
Dignity Health Hosp & Professional Liability Self-Insurance Trust San Francisco, CA | $0 | $32,275,072 |
Utah Pipe Trades Welfare Trust Fund Pleasanton, CA | $24,940,306 | $17,163,997 |
Oregon Processors Employees Trust Portland, OR | $10,788,893 | $16,907,062 |
Self Insurers Security Fund Oakland, CA | $783,094,519 | $73,239,633 |
Siu-Pd-Pma Supplemental Benefit Fund Inc San Francisco, CA | $6,680,887 | $15,032,337 |
Hawaii Electricians Vacation And Holiday Fund Honolulu, HI | $17,937,748 | $15,016,835 |
Tang Industries Inc Employees Welfare Plan And Trust Las Vegas, NV | $109,080 | $13,704,582 |
Worldatwork Scottsdale, AZ | $26,461,650 | $14,061,947 |
Ilwu Warehouse Welfare Trust Pleasanton, CA | $5,779,228 | $12,353,486 |
Bricklayers And Allied Craftworkers Local No 3 Health And Welfare Plan Pleasanton, CA | $17,912,159 | $11,059,830 |
The Act 1 Group Of Companies Veba Trust Glendale, CA | $0 | $11,426,844 |
Associated Produce Dealers & Brks Of La Emplys Ins Tr Los Angeles, CA | $903,297 | $10,694,883 |