The Employee Benefits Institute Co Dana Dreier

EIN 43-1674968 • 501(c)3 • Kansas City, MO

Profile

The employee benefits institute is a not-for-profit organization that works in collaboration with the university of missouri-kansas city school of law continuing education to provide educational forums for employee benefits, human resources, legal and other business professionals.

700 W 47th Street Suite 1100Kansas City, MO 64112

employeebenefitsinstitute.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

-8.4%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$82,776

Down $7,587 (-8.4%) from 2018

Liabilities

Flat

Flat from 2018

Net Assets

Down

$82,776

Down $7,587 (-8.4%) from 2018

Operations

Liabilities / Revenue62nd percentile Net Margin29th percentile

Revenue

Down

$65,005

Down $19,382 (-23%) from 2018

Expenses

Down

$72,592

Down $3,798 (-5.0%) from 2018

Net Income

Down

-$7,587

Down $15,584 (-195%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2019

Assets$82,776

Liabilities$0

Net Assets$82,776

Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2019

Revenue$65,005

Expenses$72,592

Net Income-$7,587

Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $82,776
Liabilities: $0
Net assets: $82,776
Revenue: $65,005
Expenses: $72,592
Net income: -$7,587

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$0.83	$0.00	$0.83	$0.65	$0.73	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$0.90	$0.00	$0.90	$0.84	$0.76	$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.82	$0.00	$0.82	$0.85	$0.75	$0.11
2016Detailed filing. Detailed filing data is available for this year.	$0.72	$0.00	$0.72	$0.85	$0.87	$0.01
2015Summary only. Only limited summary data is available for this year.	$0.73	$0.00		$0.78	$0.97	$0.19
2014Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.68	$0.86	$0.18
2013Detailed filing. Detailed filing data is available for this year.	$1.09	$0.00	$1.09	$0.58	$0.54	$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.05	$0.00	$1.05	$0.71	$0.67	$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.01	$0.00	$1.01	$0.70	$0.60	$0.10

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 16, 2020
Return Version: 2019v5.1
Gross Receipts: $65,005

Mission and Program Overview

Mission

Program Services

Description	Grants	Expenses
CONDUCTED ANNUAL EMPLOYEE BENEFITS SEMINAR AND PERIODIC WORKSHOPS.	$0	$72,592

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CRAIG KOVARIK	Secretary	-	$0	-	-
TROY REDSTONE	Director	-	$0	-	-
TOM DELANEY	Director	-	$0	-	-
COLLEEN MEURER	Director	-	$0	-	-
JOHN UTZ	Director	-	$0	-	-
DANA DREIER	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Employee Benefits Institute
EIN: 43-1674968
Phone: 8169455500
Address: 700 W 47TH STREET SUITE 1100, KANSAS CITY, MO 64112

Signing Officer

Name: Dana Dreier
Title: Treasurer
Phone: 8169455500
Signed: 2020-11-16
Discuss with paid preparer: Yes

Preparer

Firm: Cbiz Mhm LLC
Address: 700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer: Lisa Burke
Phone: 8169455500

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conference facility. Amount: 26,109. Description: marketing and promotion. Amount: 4,382. Description: speaker gifts. Amount: 1,782. Description: speakers honorarium. Amount: 1,000. Description: speakers meals. Amount: 9,598. Description: speakers travel. Amount: 5,517. Description: supplies/promotional items. Amount: 611. Description: cle fees. Amount: 14,782. Total to form 990-ez, line 16: 63,781.”

Part I, Line 18

“The employee benefits institute(ebi) is showing a net deficit for 2019 due to a timing difference in the receipt reimbursement funds from the university of missouri kansas city under the organization's cost related to the annual employee benefits institute and workshops. These funds will be received in 2020 and will be reflected on that form 990-ez due to ebi being on a cash basis for tax purposes.”

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/InfoInScheduleOPartIInd	0	X
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IRS990EZ/LobbyingActivitiesInd	0	0
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IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	90363
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	82776
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	82776
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CRAIG KOVARIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	TROY REDSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	TOM DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	COLLEEN MEURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	JOHN UTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	DANA DREIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	63781
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	THE EMPLOYEE BENEFITS INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION THAT WORKS IN COLLABORATION WITH THE UNIVERSITY OF MISSOURI-KANSAS CITY SCHOOL OF LAW CONTINUING EDUCATION TO PROVIDE EDUCATIONAL FORUMS FOR EMPLOYEE BENEFITS, HUMAN RESOURCES, LEGAL AND OTHER BUSINESS PROFESSIONALS.
IRS990EZ/PrintingPublicationsPostageAmt	0	7722
IRS990EZ/ProgramServiceRevenueAmt	0	65005
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CONDUCTED ANNUAL EMPLOYEE BENEFITS SEMINAR AND PERIODIC WORKSHOPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	72592
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	72592
IRS990EZ/TotalProgramServiceExpensesAmt	0	72592
IRS990EZ/TotalRevenueAmt	0	65005
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.EMPLOYEEBENEFITSINSTITUTE.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	65005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	84387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	85440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	85245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	78240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	398317
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	398317
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: CONFERENCE FACILITY. AMOUNT: 26,109. DESCRIPTION: MARKETING AND PROMOTION. AMOUNT: 4,382. DESCRIPTION: SPEAKER GIFTS. AMOUNT: 1,782. DESCRIPTION: SPEAKERS HONORARIUM. AMOUNT: 1,000. DESCRIPTION: SPEAKERS MEALS. AMOUNT: 9,598. DESCRIPTION: SPEAKERS TRAVEL. AMOUNT: 5,517. DESCRIPTION: SUPPLIES/PROMOTIONAL ITEMS. AMOUNT: 611. DESCRIPTION: CLE FEES. AMOUNT: 14,782. TOTAL TO FORM 990-EZ, LINE 16: 63,781.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	THE EMPLOYEE BENEFITS INSTITUTE(EBI) IS SHOWING A NET DEFICIT FOR 2019 DUE TO A TIMING DIFFERENCE IN THE RECEIPT REIMBURSEMENT FUNDS FROM THE UNIVERSITY OF MISSOURI KANSAS CITY UNDER THE ORGANIZATION'S COST RELATED TO THE ANNUAL EMPLOYEE BENEFITS INSTITUTE AND WORKSHOPS. THESE FUNDS WILL BE RECEIVED IN 2020 AND WILL BE REFLECTED ON THAT FORM 990-EZ DUE TO EBI BEING ON A CASH BASIS FOR TAX PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	PART I, LINE 18
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANA DREIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8169455500
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE EMPLOYEE BENEFITS INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O DANA DREIER
ReturnHeader/Filer/BusinessNameControlTxt	0	EMPL
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ReturnHeader/Filer/PhoneNum	0	8169455500
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ReturnHeader/Filer/USAddress/CityNm	0	KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MO
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	19:52:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	341874260
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	700 WEST 47TH STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	64112
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8169455500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LISA BURKE
ReturnHeader/ReturnTs	0	2020-11-16T19:59:20-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019