Nonprofit · EIN 94-3228284
INTEGRATED BENEFITS INSTITUTE
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,040,000 | $1,995,008 | $44,992 | $1,489,499 | $80,336 | $1,409,163 |
| December 31, 2023 | 990 | $1,955,347 | $2,101,260 | -$145,913 | $1,385,098 | $20,927 | $1,364,171 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,588,500
- Membership dues
- $1,588,500
- Program service revenue
- $428,215
- Investment income
- $23,285
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,116,117
- Salaries, compensation and benefits (total)
- $1,437,100
- Professional fundraising fees
- $0
- Legal fees
- $7,245
- Accounting fees
- $27,000
- Occupancy
- $9,579
- Travel
- $28,573
- Depreciation
- $715
- Program services (functional)
- $1,535,228
- Management and general (functional)
- $459,780
Balance sheet and other
- Total assets, start of year
- $1,385,098
- Total assets, end of year
- $1,489,499
- Total liabilities, end of year
- $80,336
- Net assets, end of year
- $1,409,163
- Publicly traded securities
- $645,265
- Net assets without donor restrictions
- $1,409,163
- Gross receipts
- $2,040,000
- Employees
- 8
- Year formed
- 1995
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAUNA BRYNGELSON | DIRECTOR Trustee or director | 2 | $0 |
| TOM CARTER | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN M CASSIDY | DIRECTOR Trustee or director | 2 | $0 |
| SCOTT DANIELS | VICE PRESIDE Trustee or director, Officer | 10 | $0 |
| TAMMY FENNESSEY | DIRECTOR Trustee or director | 2 | $0 |
| TRACIE FOSTER | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| ALEX HENRY | DIRECTOR Trustee or director | 2 | $0 |
| JIM HINCKLE | DIRECTOR Trustee or director | 2 | $0 |
| THOMAS JOUGH | DIRECTOR Trustee or director | 2 | $0 |
| ROSS KOZLOWSKI | DIRECTOR Trustee or director | 2 | $0 |
| CRAIG KURTZWELL | DIRECTOR Trustee or director | 2 | $0 |
| PHIL LACY | CHAIR Trustee or director, Officer | 2 | $0 |
| GENE LAVORONI | DIRECTOR Trustee or director | 2 | $0 |
| JONATHAN LIU | DIRECTOR Trustee or director | 2 | $0 |
| REBECCA LUEKEN-STEWART | DIRECTOR Trustee or director | 2 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICH MCDONALD | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN MEAD | PAST CHAIR Trustee or director, Officer | 2 | $0 |
| CINDY PERRY | DIRECTOR Trustee or director | 2 | $0 |
| MATT PONICALL | DIRECTOR Trustee or director, Officer | 2 | $0 |
| JACKIE REINBERG | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| BRANDON ROBERTS | CORPORATE SE Trustee or director, Officer | 40 | $0 |
| JOANNE ROSA | DIRECTOR Trustee or director | 2 | $0 |
| STEF RUFFOLO | DIRECTOR Trustee or director | 2 | $0 |
| EVAN SCARPONI | DIRECTOR Trustee or director, Officer | 2 | $0 |
| KEVIN SEELMAN | DIRECTOR Trustee or director | 2 | $0 |
| DAVID SETZKORN | DIRECTOR Trustee or director | 2 | $0 |
| MARK SIMPSON | DIRECTOR Trustee or director | 2 | $0 |
| SHEILA WEIS | DIRECTOR Trustee or director | 2 | $0 |
| NATHAN WHITELEY | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW YOHE | VICE CHAIR Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 38 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GENE LAVORONI | DIRECTOR Trustee or director | 2 | $0 |
| ROBIN MOLHO | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN SEELMAN | DIRECTOR Trustee or director | 2 | $0 |
| JOANNE ROSA | DIRECTOR Trustee or director | 2 | $0 |
| ROSS KOZLOWSKI | DIRECTOR Trustee or director | 2 | $0 |
| SUE KELLY | DIRECTOR Trustee or director | 2 | $0 |
| TAMMY FENNESSEY | DIRECTOR Trustee or director | 2 | $0 |
| NICOLE BLACK | DIRECTOR Trustee or director | 2 | $0 |
| TRACY TAYLOR | DIRECTOR Trustee or director | 2 | $0 |
| JAE KULLAR | DIRECTOR Trustee or director | 2 | $0 |
| JONATHAN LIU | DIRECTOR Trustee or director | 2 | $0 |
| CINDY PERRY | DIRECTOR Trustee or director | 2 | $0 |
| RICH MCDONALD | DIRECTOR Trustee or director | 2 | $0 |
| STEF RUFFOLO | DIRECTOR Trustee or director | 2 | $0 |
| THOMAS JOUGH | DIRECTOR Trustee or director | 2 | $0 |
| SHAUNA BRYNGELSON | DIRECTOR Trustee or director | 2 | $0 |
| MEGAN HOLSTEIN | DIRECTOR Trustee or director | 2 | $0 |
| DAVID SETZKORN | DIRECTOR Trustee or director | 2 | $0 |
| TIM LACY | DIRECTOR Trustee or director | 2 | $0 |
| DEBI PACKEL | DIRECTOR Trustee or director | 2 | $0 |
| REBECCA LUEKEN-STEWART | DIRECTOR Trustee or director | 2 | $0 |
| JIM HINCKLE | DIRECTOR Trustee or director | 2 | $0 |
| MARK SIMPSON | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN M CASSIDY | DIRECTOR Trustee or director | 2 | $0 |
| ALEX HENRY | DIRECTOR Trustee or director | 2 | $0 |
| CRAIG KURTZWELL | DIRECTOR Trustee or director | 2 | $0 |
| SHEILA WEIS | DIRECTOR Trustee or director | 2 | $0 |
| TOM CARTER | DIRECTOR Trustee or director | 2 | $0 |
| NATHAN WHITELEY | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW YOHE | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| PHIL LACY | CHAIR Trustee or director, Officer | 2 | $0 |
| BRANDON ROBERTS | CORPORATE SECRETARY Trustee or director, Officer | 40 | $0 |
| KEVIN MEAD | PAST CHAIR Trustee or director, Officer | 2 | $0 |
| EVAN SCARPONI | DIRECTOR Trustee or director, Officer | 2 | $0 |
| MATT PONICALL | DIRECTOR Trustee or director, Officer | 2 | $0 |
| SCOTT DANIELS | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| TRACIE FOSTER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| JACKIE REINBERG | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1901 HARRISON ST STE 1100, OAKLAND, CA 94612-3648
- In care of
- % WILLIAM P MOLMEN
- Principal officer (990 for 2024)
- BRANDON ROBERTS, 1901 HARRISON STREET SUITE 1100, OAKLAND, CA 94612
- Signed the 990
- BRANDON ROBERTS, CORPORATE SECRETARY
- Phone
- (925) 628-3356
- Website
- WWW.IBIWEB.ORG
- Return prepared by
- SMEED CPA INC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3228284 or by the name INTEGRATED BENEFITS INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO IMPROVE THE BUSINESS CONDITIONS AND THE PROVIDERS, INSURERS AND OTHERS INVOLVED IN FURNISHING, RECEIVING AND/OR ADMINISTERING EMPLOYMENT BASED BENEFITS.
Program accomplishments
- 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.
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3228284
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,489,499
- Income (IRS master file)
- $2,040,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,040,000 | $1,995,008 | $1,489,499 | XML |
| 990 | December 2023 | $1,955,347 | $2,101,260 | $1,385,098 | XML |
| 990 | December 2022 | $1,952,816 | $1,810,274 | $1,471,465 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3228284).
Questions about INTEGRATED BENEFITS INSTITUTE
- What is the EIN of INTEGRATED BENEFITS INSTITUTE?
- The employer identification number (EIN) of INTEGRATED BENEFITS INSTITUTE is 94-3228284.
- Is INTEGRATED BENEFITS INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1997.
- Are donations to INTEGRATED BENEFITS INSTITUTE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INTEGRATED BENEFITS INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INTEGRATED BENEFITS INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTEGRATED BENEFITS INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INTEGRATED BENEFITS INSTITUTE?
- The 990 for the year ended December 31, 2024 names BRANDON ROBERTS.
- Who are the officers and directors of INTEGRATED BENEFITS INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 30 people; 0 received compensation from the organization.
- How much revenue does INTEGRATED BENEFITS INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,040,000, expenses of $1,995,008 and total assets of $1,489,499 at year end.
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