Civic Intelligence

Integrated Benefits Institute Inc

EIN 94-3228284 • 501(c)6 • Oakland, CA

View Organization Page

Profile

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.

1901 Harrison Street Suite 1100Oakland, CA 94612

www.ibiweb.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.05x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.04x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

2.2%

Higher net margin than 43% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

7.5%

Faster asset growth than 57% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

4.3%

Faster revenue growth than 46% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,489,499

Up $104,401 (+7.5%) from 2023

Liabilities

Up

$80,336

Up $59,409 (+284%) from 2023

Net Assets

Up

$1,409,163

Up $44,992 (+3.3%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin43rd percentile

Revenue

Up

$2,040,000

Up $84,653 (+4.3%) from 2023

Expenses

Down

$1,995,008

Down $106,252 (-5.1%) from 2023

Net Income

Up

$44,992

Up $190,905 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,920,055Liabilities 2010: $1,800Net Assets 2010: $1,918,2552010Assets 2011: $2,006,085Liabilities 2011: $979Net Assets 2011: $2,005,1062011Assets 2012: $2,082,023Liabilities 2012: $1,039Net Assets 2012: $2,080,9842012Assets 2013: $2,190,678Liabilities 2013: $1,596Net Assets 2013: $2,189,0822013Assets 2014: $2,294,577Liabilities 2014: $5,481Net Assets 2014: $2,289,0962014Assets 2015: $2,529,706Liabilities 2015: $5,251Net Assets 2015: $2,524,4552015Assets 2016: $2,469,585Liabilities 2016: $5,622Net Assets 2016: $2,463,9632016Assets 2017: $1,449,859Liabilities 2017: $14,629Net Assets 2017: $1,435,2302017Assets 2019: $1,576,455Liabilities 2019: $9,731Net Assets 2019: $1,566,7242019Assets 2020: $1,434,737Liabilities 2020: $16,128Net Assets 2020: $1,418,6092020Assets 2021: $1,469,965Liabilities 2021: $10,397Net Assets 2021: $1,459,5682021Assets 2022: $1,471,465Liabilities 2022: $13,391Net Assets 2022: $1,458,0742022Assets 2023: $1,385,098Liabilities 2023: $20,927Net Assets 2023: $1,364,1712023Assets 2024: $1,489,499Liabilities 2024: $80,336Net Assets 2024: $1,409,1632024

Highlighted filing

2024

Assets$1,489,499
Liabilities$80,336
Net Assets$1,409,163
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,939,2282010Revenue 2011: $1,951,385Expenses 2011: $1,853,461Net Income 2011: $97,9242011Revenue 2012: $1,918,375Expenses 2012: $1,867,041Net Income 2012: $51,3342012Revenue 2013: $2,026,300Expenses 2013: $1,910,915Net Income 2013: $115,3852013Revenue 2014: $2,159,108Expenses 2014: $2,050,177Net Income 2014: $108,9312014Revenue 2015: $2,585,894Expenses 2015: $2,205,176Net Income 2015: $380,7182015Revenue 2016: $2,380,417Expenses 2016: $2,473,053Net Income 2016: -$92,6362016Revenue 2017: $2,147,280Expenses 2017: $3,208,309Net Income 2017: -$1,061,0292017Revenue 2019: $2,149,874Expenses 2019: $1,787,337Net Income 2019: $362,5372019Revenue 2020: $1,781,728Expenses 2020: $2,006,623Net Income 2020: -$224,8952020Revenue 2021: $1,812,911Expenses 2021: $1,806,094Net Income 2021: $6,8172021Revenue 2022: $1,952,816Expenses 2022: $1,810,274Net Income 2022: $142,5422022Revenue 2023: $1,955,347Expenses 2023: $2,101,260Net Income 2023: -$145,9132023Revenue 2024: $2,040,000Expenses 2024: $1,995,008Net Income 2024: $44,9922024

Highlighted filing

2024

Revenue$2,040,000
Expenses$1,995,008
Net Income$44,992
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,489,499
Liabilities
$80,336
Net assets
$1,409,163
Revenue
$2,040,000
Expenses
$1,995,008
Net income
$44,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.08$1.41$2.04$2.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.02$1.36$1.96$2.10$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$1.95$1.81$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$1.81$1.81$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.42$1.78$2.01$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$2.15$1.79$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$2.15$3.21$1.06
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$2.38$2.47$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.52$2.59$2.21$0.38
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.29$2.16$2.05$0.11
2013Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$2.03$1.91$0.12
2012Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$1.92$1.87$0.05
2011Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$1.95$1.85$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.0
Gross Receipts
$2,040,000
Mission and Program Overview

Mission

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.

To improve the business conditions and the providers, insurers and others involved in furnishing, receiving and/or administering employment based benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$614,957$808,391▲ $193,434
Investments in Publicly Traded Securities$731,388$645,265▼ $86,123
Prepaid Expenses and Deferred Charges$28,128$5,000▼ $23,128
Land, Buildings, and Equipment, Net$715--
Total Assets$1,385,098$1,489,499▲ $104,401
Other Assets Total$9,910$30,843▲ $20,933
Liabilities
Other Liabilities$20,927$80,336▲ $59,409
Total Liabilities$20,927$80,336▲ $59,409
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,364,171$1,409,163▲ $44,992
Total Net Assets Fund Balance$1,364,171$1,409,163▲ $44,992
Total Liabilities and Net Assets / Fund Balance$1,385,098$1,489,499▲ $104,401

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$191,212$191,212
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Phil LacyChair
Kevin MeadPast Chair
Andrew YoheVice Chair
Alex HenryDirector
Cindy PerryDirector
Craig KurtzwellDirector
David SetzkornDirector
Evan ScarponiDirector
Gene LavoroniDirector
Jim HinckleDirector
Joanne RosaDirector
Jonathan LiuDirector
Kevin M CassidyDirector
Kevin SeelmanDirector
Mark SimpsonDirector
Matt PonicallDirector
Nathan WhiteleyDirector
Rebecca Lueken-stewartDirector
Rich McdonaldDirector
Ross KozlowskiDirector
Shauna BryngelsonDirector
Sheila WeisDirector
Stef RuffoloDirector
Tammy FennesseyDirector
Thomas JoughDirector
Tom CarterDirector
Brandon RobertsCorporate Se
Jackie ReinbergVice Preside
Scott DanielsVice Preside
Tracie FosterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,588,500
Program Service Revenue
$428,215
Investment Income
$23,285
Other Revenue
$0
Change in Net Assets
$44,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,437,100
Other Expenses$557,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$892,893$223,224-$1,116,117
Fees for Services Other$236,975$11,039-$248,014
Other Employee Benefits$98,025$24,506-$122,531
Conferences and Meetings$99,646--$99,646
Payroll Taxes$65,066$34,182-$99,248
Pension Plan Contributions$79,363$19,841-$99,204
Information Technology-$78,301-$78,301
Office Expenses$27,639$6,910-$34,549
Travel$22,858$5,715-$28,573
Fees for Services Accounting-$27,000-$27,000
Insurance$4,517$11,226-$15,743
Occupancy$7,663$1,916-$9,579
Fees for Service Investment Mgmnt Fees-$8,543-$8,543
Fees for Services Legal-$7,245-$7,245
Depreciation Depletion$583$132-$715
Total Functional Expenses$1,535,228$459,780$0$1,995,008
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$49,986
Unrealized Gain/loss$30,350
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 was reviewed by the president and the vice president”

Form 990, Page 6, Part VI, Line 15A

“The salaries of the president and vice president are reviewed by a board compensation committee. Recommendations for salary increases are approved by that governing body.”

Form 990, Page 6, Part VI, Line 15B

“Other members of staff are reviewed and approved by the president and vice president with total compensation approved by the board.”

Form 990, Page 6, Part VI, Line 19

“No documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Integrated Benefits Institute Inc
EIN
94-3228284
Phone
9256283356
Address
1901 HARRISON STREET SUITE 1100, OAKLAND, CA 94612

Signing Officer

Name
Brandon Roberts
Title
Corporate Secretary
Phone
9256283356
Signed
2025-07-29

Organization Details

Principal Officer
Brandon Roberts
Formed
1995
Legal Domicile
CA
Voting Board Members
37
Independent Board Members
37
Employees
8

Preparer

Firm
Smeed CPA Inc
Address
3341 WALNUT BOULEVARD STE 304, BRENTWOOD, CA 94513
Preparer
Michael Uadialecpa
Phone
9256342344
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“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.”

Form 990, Part IX, Line 11G

“Bank charges 2,437 609 0 benchmarking 157,416 0 0 computer software 32,724 8,181 0 dues and subscriptions 1,292 323 0 external surveys/research 35,400 0 0 postage and delivery 769 192 0 printing & publishing 714 178 0 taxes 1,206 302 0 telephone 5,017 1,254 0 total 236,975 11,039 0”

Raw XML AppendixShowing 400 of 495 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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