Integrated Benefits Institute
- Assets
- $1.4m
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 7
- Location
- Oakland, CA
- Founding
- 02/1997
- Data as of
- 12/2023
- 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 12/2023, Integrated Benefits Institute employed 7 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 12/2023, Integrated Benefits Institute generated $2.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (3.4%) each year. All expenses for the organization totaled $2.1m during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (0.6%) per year over the past 8 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
2023
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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gene Lavoroni Director | Trustee | 2 | $0 |
Robin Molho Director | Trustee | 2 | $0 |
Kevin Seelman Director | Trustee | 2 | $0 |
Joanne Rosa Director | Trustee | 2 | $0 |
Ross Kozlowski Director | Trustee | 2 | $0 |
Sue Kelly Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $1,507,500 |
| 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 | $1,507,500 |
| Total Program Service Revenue | $419,286 |
| Investment income | $28,561 |
| 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 | $1,955,347 |
| 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 | $1,118,859 |
| Pension plan accruals and contributions | $100,135 |
| Other employee benefits | $114,494 |
| Payroll taxes | $68,185 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $11,029 |
| Fees for services: Accounting | $26,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $7,690 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $39,986 |
| Information technology | $154,142 |
| Royalties | $0 |
| Occupancy | $21,260 |
| Travel | $22,741 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $82,211 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $491 |
| Insurance | $15,829 |
| All other expenses | $179,750 |
| Total functional expenses | $2,101,260 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $614,957 |
| 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 | $28,128 |
| Net Land, buildings, and equipment | $715 |
| Investments—publicly traded securities | $731,388 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $9,910 |
| Total assets | $1,385,098 |
| 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 | $20,927 |
| Total liabilities | $20,927 |
| Net assets without donor restrictions | $1,364,171 |
| 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 | $1,385,098 |