AUMdb

Integrated Benefits Institute

EIN 943228284 · 501(c)(6) · Public charity · Oakland, CA · recognized 1997

Assets
$1.5M
Revenue
$2.0M
Expenses
$2.0M
Investment income
$23.3K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Shauna Bryngelson Director $0 $0
Tom Carter Director $0 $0
Kevin M Cassidy Director $0 $0
Scott Daniels Vice preside $0 $0
Tammy Fennessey Director $0 $0
Tracie Foster Vice preside $0 $0
Alex Henry Director $0 $0
Jim Hinckle Director $0 $0
Thomas Jough Director $0 $0
Ross Kozlowski Director $0 $0
Craig Kurtzwell Director $0 $0
Phil Lacy Chair $0 $0
Gene Lavoroni Director $0 $0
Jonathan Liu Director $0 $0
Rebecca Lueken Stewart Director $0 $0
Rich Mcdonald Director $0 $0
Kevin Mead Past chair $0 $0
Cindy Perry Director $0 $0
Matt Ponicall Director $0 $0
Jackie Reinberg Vice preside $0 $0
Brandon Roberts Corporate se $0 $0
Joanne Rosa Director $0 $0
Stef Ruffolo Director $0 $0
Evan Scarponi Director $0 $0
Kevin Seelman Director $0 $0
David Setzkorn Director $0 $0
Mark Simpson Director $0 $0
Sheila Weis Director $0 $0
Nathan Whiteley Director $0 $0
Andrew Yohe Vice chair $0 $0