Civic Intelligence

Health Benefits Institute

EIN 84-3406871 • 501(c)4 • Washington, DC

Profile

To promote free-market thought leadership and sound policy solutions to the biggest challenges in health care.

440 1st St NW Ste 430Washington, DC 20001

www.thehealthbenefitsinstitute.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

45%

Faster asset growth than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-15%

Faster revenue growth than 33% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$185,889

Up $57,758 (+45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$185,889

Up $57,758 (+45%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin84th percentile

Revenue

Down

$200,000

Down $34,500 (-15%) from 2023

Expenses

Down

$142,242

Down $57,005 (-29%) from 2023

Net Income

Up

$57,758

Up $22,505 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$200K$150K$100K$50K$0Assets 2019: $73,814Liabilities 2019: $0Net Assets 2019: $73,8142019Assets 2020: $60,603Liabilities 2020: $0Net Assets 2020: $60,6032020Assets 2021: $99,619Liabilities 2021: $0Net Assets 2021: $99,6192021Assets 2022: $92,878Liabilities 2022: $0Net Assets 2022: $92,8782022Assets 2023: $128,131Liabilities 2023: $0Net Assets 2023: $128,1312023Assets 2024: $185,889Liabilities 2024: $0Net Assets 2024: $185,8892024

Highlighted filing

2024

Assets$185,889
Liabilities$0
Net Assets$185,889
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $125,000Expenses 2019: $51,186Net Income 2019: $73,8142019Revenue 2020: $140,002Expenses 2020: $153,213Net Income 2020: -$13,2112020Revenue 2021: $211,670Expenses 2021: $172,654Net Income 2021: $39,0162021Revenue 2022: $180,000Expenses 2022: $186,741Net Income 2022: -$6,7412022Revenue 2023: $234,500Expenses 2023: $199,247Net Income 2023: $35,2532023Revenue 2024: $200,000Expenses 2024: $142,242Net Income 2024: $57,7582024

Highlighted filing

2024

Revenue$200,000
Expenses$142,242
Net Income$57,758
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$185,889
Liabilities
$0
Net assets
$185,889
Revenue
$200,000
Expenses
$142,242
Net income
$57,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$2.00$1.42$0.58
2023Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$2.35$1.99$0.35
2022Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$1.80$1.87$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$2.12$1.73$0.39
2020Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$1.40$1.53$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$1.25$0.51$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 13, 2025
Return Version
2024v5.2
Gross Receipts
$200,000
Mission and Program Overview

Mission

To promote free-market thought leadership and sound policy solutions to the biggest challenges in health care.

The organization is dedicated to promoting and advancing premarket ideas in health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$128,131$185,889▲ $57,758
Rtn Earn Endowment Incm Other Fnds$128,131$185,889▲ $57,758
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$128,131$185,889▲ $57,758
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$128,131$185,889▲ $57,758
Total Liabilities and Net Assets / Fund Balance$128,131$185,889▲ $57,758
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Joel WhitePresident
-Director
Joseph Jp WieskeExecutive Director
Sandy MonticelliTresurer, VP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$200,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$57,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,242
Total Fundraising Expense$16,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$80,000$10,000$10,000$100,000
Fees for Services Other$24,000-$6,000$30,000
Fees for Services Accounting-$3,129-$3,129
Insurance-$2,211-$2,211
Other Expenses$822$80-$80
Total Functional Expenses$110,822$15,420$16,000$142,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joel WhitePresidentManagement Fee and Reimbursed Expenses Paid to Horizon Government Affairs, of Which Joel White Is the PresidentNo$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the organization's board or board designated officers prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The board of directors monitors and enforces compliance with the conflict of interest policy at the annual board meetings.”

Form 990, Part VI, Section B, Line 15

“The board of directors reviews and approves any contract for the organization's executive director.”

Form 990, Part VI, Section C, Line 18

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request to the organization by telephone or e-mail.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Health Benefits Institute
EIN
84-3406871
Phone
2026438645
Address
440 1ST ST NW STE 430, WASHINGTON, DC 20001

Signing Officer

Name
Sandy Monticelli
Title
Treasurer & VP Finance
Phone
4152461963
Signed
2025-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel White
Formed
2019
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Chosen Financial LLC
Address
1 RESEARCH CT STE 450, ROCKVILLE, MD 20850
Preparer
Steven T Cho CPA
Phone
3012163828
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees: program service expenses 24000. Management and general expenses 0. Fundraising expenses 6000. Total expenses 30000.”

Raw XML Appendix351 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS DEDICATED TO PROMOTING AND ADVANCING PREMARKET IDEAS IN HEALTH CARE.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SANDY MONTICELLI
IRS990/BooksInCareOfDetail/PhoneNum04152461963
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0440 1ST ST NW STE 430
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020001
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0128131
IRS990/CashNonInterestBearingGrp/EOYAmt0185889
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0200000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0142242
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt057758
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0142242
IRS990/CYTotalFundraisingExpenseAmt016000
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0200000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ADVOCACY AND POLICY INITIATIVES ON ISSUES FACING HEALTH CARE IN THE FEDERAL AND STATE LEVELS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03129
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IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010000
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IRS990/FeesForServicesManagementGrp/TotalAmt0100000
IRS990/FeesForServicesOtherGrp/FundraisingAmt06000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt024000
IRS990/FeesForServicesOtherGrp/TotalAmt030000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0GUARANTEE TRUST
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1ALLIED NATIONAL INC
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2FIDELITY SECURITY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3AXIS CAPITAL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4BCS FINANCIAL CORPORATION
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5HEALTHCARECOM
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6AFLAC
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7PAN-AMERICAN ACCIDENT & HEALTH
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd6X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JOEL WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDY MONTICELLI
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH JP WIESKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRESURER, VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0200000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt02211
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0TO PROMOTE FREE-MARKET THOUGHT LEADERSHIP AND SOUND POLICY SOLUTIONS TO THE BIGGEST CHALLENGES IN HEALTH CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0185889
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1WEBSITE & COMPUTER SERV
IRS990/OtherExpensesGrp/Desc2LICENSE & PERMIT
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IRS990/OtherExpensesGrp/ProgramServicesAmt1822
IRS990/OtherExpensesGrp/TotalAmt06000
IRS990/OtherExpensesGrp/TotalAmt1822
IRS990/OtherExpensesGrp/TotalAmt280
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOEL WHITE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSUMER PROTECTION AND STANDARDS TO ENSURE THAT WE HAVE A MARKET THAT FUNCTIONS WELL FOR EMLOYERS AND CONSUMERS.
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReportOtherLiabilitiesInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
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IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/PoliticalExpendituresAmt00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOEL WHITE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0100000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEE AND REIMBURSED EXPENSES PAID TO HORIZON GOVERNMENT AFFAIRS, OF WHICH JOEL WHITE IS THE PRESIDENT
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OR BOARD DESIGNATED OFFICERS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE ANNUAL BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND APPROVES ANY CONTRACT FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION BY TELEPHONE OR E-MAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING FEES: PROGRAM SERVICE EXPENSES 24000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6000. TOTAL EXPENSES 30000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0128131
IRS990/TotalAssetsEOYAmt0185889
IRS990/TotalAssetsGrp/BOYAmt0128131
IRS990/TotalAssetsGrp/EOYAmt0185889
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0200000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015420
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110822
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0128131
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0185889
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0110822
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0128131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0185889
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0440 1ST STREET NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020001
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTPS://WWW.THEHEALTHBENEFITSINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY MONTICELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04152461963
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH BENEFITS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0843406871
ReturnHeader/Filer/PhoneNum02026438645
ReturnHeader/Filer/USAddress/AddressLine1Txt0440 1ST ST NW STE 430
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475642423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHOSEN FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 RESEARCH CT STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012163828
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN T CHO CPA
ReturnHeader/ReturnTs02025-09-14T13:09:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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