INTEGRATED BENEFITS INSTITUTE INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

BRANDON ROBERTS

Phone

9256283356

Tax Period

2024-01-01 to 2024-12-31

INTEGRATED BENEFITS INSTITUTE INC, founded in 1995, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024.

Mission

TO IMPROVE THE BUSINESS CONDITIONS AND THE PROVIDERS, INSURERS AND OTHERS INVOLVED IN FURNISHING, RECEIVING AND/OR ADMINISTERING EMPLOYMENT BASED BENEFITS.

Program Service Accomplishments

Program 1

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,588,500

Program Service Revenue $428,215

Investment Income $23,285

Other Revenue $0

TOTAL REVENUE $2,040,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,437,100

Fundraising Expenses $0

Other Expenses $557,908

TOTAL EXPENSES $1,995,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,040,000	$1,955,347	+0.0%
Expenses	$1,995,008	$2,101,260	-0.1%
Net Income	$44,992	$-145,913	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAUNA BRYNGELSON	DIRECTOR	2.00	Director	$0	$0	$0
TOM CARTER	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN M CASSIDY	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT DANIELS	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
TAMMY FENNESSEY	DIRECTOR	2.00	Director	$0	$0	$0
TRACIE FOSTER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ALEX HENRY	DIRECTOR	2.00	Director	$0	$0	$0
JIM HINCKLE	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS JOUGH	DIRECTOR	2.00	Director	$0	$0	$0
ROSS KOZLOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG KURTZWELL	DIRECTOR	2.00	Director	$0	$0	$0
PHIL LACY	CHAIR	2.00	Officer Director	$0	$0	$0
GENE LAVORONI	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN LIU	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA LUEKEN-STEWART	DIRECTOR	2.00	Director	$0	$0	$0
RICH MCDONALD	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MEAD	PAST CHAIR	2.00	Officer Director	$0	$0	$0
CINDY PERRY	DIRECTOR	2.00	Director	$0	$0	$0
MATT PONICALL	DIRECTOR	2.00	Officer Director	$0	$0	$0
JACKIE REINBERG	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BRANDON ROBERTS	CORPORATE SE	40.00	Officer Director	$0	$0	$0
JOANNE ROSA	DIRECTOR	2.00	Director	$0	$0	$0
STEF RUFFOLO	DIRECTOR	2.00	Director	$0	$0	$0
EVAN SCARPONI	DIRECTOR	2.00	Officer Director	$0	$0	$0
KEVIN SEELMAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SETZKORN	DIRECTOR	2.00	Director	$0	$0	$0
MARK SIMPSON	DIRECTOR	2.00	Director	$0	$0	$0
SHEILA WEIS	DIRECTOR	2.00	Director	$0	$0	$0
NATHAN WHITELEY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW YOHE	VICE CHAIR	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,040,000	$1,995,008	$1,489,499	$44,992
2023	$1,955,347	$2,101,260	$1,385,098	$-145,913
2022	$1,952,816	$1,810,274	$1,471,465	$142,542
2021	$1,812,911	$1,806,094	$1,469,965	$6,817
2020	$1,781,728	$2,006,623	$1,434,737	$-224,895
2019	$2,149,874	$1,787,337	$1,576,455	$362,537