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58 2ND STREET 3RD FLOOR
San Francisco CA 94105-3486
San Francisco CA | IRS ruling year: 1953 | EIN: 94-1156554
The Immigration Institute of the Bay Area helps immigrants, refugees, and their families join and contribute to the community.
Great
This charity's score is 99%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores: 80% Accountability & Finance, 10% Leadership & Adaptability, 10% Culture & Community. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Accountability & Finance score for Immigration Institute of the Bay Area is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.
Immigration Institute of the Bay Area has earned a 100% for the Accountability & Finance beacon. See the metrics below for more information.
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
This Accountability & Finance score represents IRS Form 990 data up until FY 2020, which is the most recent Form 990 currently available to us.
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Full Credit
Partial Credit
No Credit
Not ApplicableBoard Composition - 12/12 - 25/25 ptsBoard Composition - 12/12 - 25/25 pts
Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).
The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.
Source: IRS Form 990
Independent Audit or Financial Review - Audited - 20/20 ptsIndependent Audit or Financial Review - Audited - 20/20 pts
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
| Total Revenue Amount | Expectation to Receive Credit |
|---|---|
| $1 million or higher | Expected to complete an audit |
| $500,000 - $1 million | Expected to complete an audit, review, or compilation |
| Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
Conflict of Interest Policy - Listed - 3/3 ptsConflict of Interest Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Board Meeting Minutes - Documented - 3/3 ptsBoard Meeting Minutes - Documented - 3/3 pts
Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Document Retention and Destruction - Listed - 3/3 ptsDocument Retention and Destruction - Listed - 3/3 pts
Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Whistleblower Policy - Listed - 3/3 ptsWhistleblower Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Website - Listed - 3/3 ptsWebsite - Listed - 3/3 pts
Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Full CreditPartial CreditNo CreditNot ApplicableLiabilities to Assets Ratio - 9.73% - 15/15 ptsLiabilities to Assets Ratio - 9.73% - 15/15 pts
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.
| Liabilities to Assets Ratio | Amount of Credit Received |
|---|---|
| Less than 50% | Full Credit |
| 50% - 59.9% | Partial Credit |
| 60% or more | No Credit |
Source: IRS Form 990
Program Expense Ratio - 85.69% - 25/25 ptsProgram Expense Ratio - 85.69% - 25/25 pts
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
| Program Expense Percentage | Amount of Credit Received |
|---|---|
| 70% or higher | Full Credit |
| 60% - 69.9% | Partial Credit |
| 50% - 59.9% | Zero Points for Program Expense Score |
| Below 50% | Zero Points for Both Program Expense AND Liabilities to Assets Scores |
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Source: IRS Form 990 (page 7), filing year 2020
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Activities:
Community Chest, United Way, etc. (BMF activity code: 600)
Other school related activities (BMF activity code: 059)
Other housing activities (BMF activity code: 399)
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Immigration Institute of the Bay Area) or EIN (941156554) in the 'Search Term' field.
This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.
Immigration Institute of the Bay Area reported being impacted by COVID-19 in the following ways:
Program Delivery
How COVID-19 impacted the organization's operations financially:
We were unable to hold our annual event but did hold a virtual event that was well attended. We applied for and received the PPP loan and that was extremely helpful at a time when our service delivery model was disrupted.
How COVID-19 impacted the organization's delivery of programs:
IIBA staff did an excellent job of adapting to a virtual service model when previously all of our client contact had been in person. Despite what could have been a major disruption to clients access to critically needed immigration legal services we managed to continue to provide services remotely and did so by "meeting" the client in ways that addressed their particular needs.
How this organization adapted to changing conditions caused by COVID-19:
We shifted from an in person model to a virtual model and maintained service delivery for our clients in whatever manner worked for them (phone, zoom etc). We kept our doors open so clients could drop off documents while maintaining safeguards for both staff and clients. We expanded our virtual workshops with the support of pro bono attorneys. We continued our citizenship and ESL classes (conducted virtually) supported by a significant number of wonderful and dedicated volunteers.
Innovations the organization intends to continue permanently after the pandemic:
We will adapt a hybrid model on a permanent basis
Not Currently Scored
Immigration Institute of the Bay Area cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
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Immigration Institute of the Bay Area reported its largest program on its FY 2020 Form 990 as:
Spent in most recent FY
Percent of program expenses
Founded in 1918, The Immigration Institute of the Bay Area (IIBA) is now the largest nonprofit provider of immigration legal services in Northern California with eight offices in six Bay Area Counties ... (More)
Founded in 1918, The Immigration Institute of the Bay Area (IIBA) is now the largest nonprofit provider of immigration legal services in Northern California with eight offices in six Bay Area Counties (Contra Costa, Alameda, San Mateo, San Francisco, Napa and Sonoma). Last year, IIBA provided legal consultations to 4434 individuals and conducted education and outreach to 3469 individuals. The IIBA legal team submitted applications for 5750 individuals and their families and provided representation for 75 individuals in removal proceedings. The legal team also represented 57 clients with their asylum applications their applications for special immigrant juvenile status (SIJS). Ninety-Two pro bono volunteer attorneys along with 69 non-attorney volunteers who contributed more than 3000 volunteer hours supported this work. (Less)
Immigration Institute of the Bay Area has earned a 90% for the Culture & Community beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
Learn more
Full CreditPartial CreditNo CreditNot ApplicableConstituent Feedback - No Data Available - UnscoredConstituent Feedback - No Data Available - Unscored
Constituent Feedback and Listening Practice data are not available for this organization. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.
Equity Practices - Data Available - 90/100 ptsEquity Practices - Data Available - 90/100 pts
100% of beacon score
This organization's score of 90 is a passing score. The organization reported that it is implementing 7 Equity Practices. Charity Navigator believes nonprofit organizations implementing effective equity policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.
Equity Practices (3/7) | |
|---|---|
We review compensation data across the organization (and by staff levels) to identify disparities by race. | |
We ask team members to identify racial disparities in their programs and/or portfolios. | |
We analyze disaggregated data and root causes of race disparities that impact the organization/'s programs, portfolios, and the populations served. | |
We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support. | |
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders. | |
We disaggregate data by demographics, including race, in every policy and program measured | |
We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization. | |
Equity Policies and Procedures (4/7) | |
|---|---|
We use a vetting process to identify vendors and partners that share our commitment to race equity. | |
We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions. | |
We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization. | |
We have community representation at the board level, either on the board itself or through a community advisory board. | |
We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability. | |
We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team. | |
We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization. | |
Immigration Institute of the Bay Area has earned a 100% for the Leadership & Adaptability beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
Learn more
Full CreditPartial CreditNo CreditNot ApplicableMission - 10/10 ptsMission - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
The Immigration Institute of the Bay Area helps immigrants, refugees, and their families join and contribute to the community.
Vision - 10/10 ptsVision - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
We envision diverse communities where immigrants are valued, contributing members with full access to justice and economic opportunity.
Source: Nonprofit submitted responses
Goals - 20/20 ptsGoals - 20/20 pts
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Our goal is to expand our services to areas where there is limited or no access to reputable immigration legal services to insure that those who have a path to a more secure future can pursue it,
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: IIBA has increased our legal team and is now the largest provider of immigration legal services in Northern California. In order to support that growth, we are increasing our HR and Finance capacity
Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).
Goal Three: Advance diversity equity, and inclusion (DEI) work with staff, board, and executive leadership.
Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.
Leadership Development - 15/15 ptsLeadership Development - 15/15 pts
The nonprofit provides evidence of investment in leadership development
We have focused on promoting from within and have along with those promotions provided consulting support and training for new managers. With an equity and inclusion lens, we are working with 2 consultants to provide training for all staff. We are in the process of creating a staff "task" force who will work alongside senior management to help establish and then "drive" organizational goals around equity and inclusion. We provide ongoing opportunities for training and mentorship and each staff identifies professional development goals at the beginning of the year supported by their supervisor.
Mobilizing for Mission - 15/15 ptsMobilizing for Mission - 15/15 pts
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Networks of Collective Impact Efforts
Thought Leadership
Raising Awareness
Community Building
Policy Advocacy
IIBA was recently selected by the California Department of Social Services (CDSS)to be the regional administrator for DACA and Naturalization funds. We support 9 organizations who are sub grantees. IIBA participates in numerous collaborative partnerships in each region where we have offices including the CRISP collaborative in San Mateo County, the Citizenship Legal Services (CLS) collaborative in Napa County and Sonoma Secure Families Collaborative in Sonoma. We are members of the Steering Committee of One California with a goal of influencing immigration policy at the state level. We have worked with other organizations (family resource centers)to help them become authorized through an accreditation process with the Department of Justice to provide immigration legal services. Our legal director provides a multitude of trainings which include other orgs in addition to those particularly intended for IIBA staff. She is scheduled to be a speaker at a national event in NYC in June
Adaptability Story - 30/30 ptsAdaptability Story - 30/30 pts
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
IIBA was founded in 1918, the year of the pandemic. We have a 103 year history of responding to and adapting to the evolving needs of members of our community. No one imagined when we walked out of our offices nearly two years ago, that we would still be facing the circumstances that required us to Shelter in place then. This past year, we have continued to work remotely while meeting the immigration legal needs of our clients. We have grown our Pro Bono Workshops (remote workshops for Naturalization and DACA clients) and conducted 19 workshops helping over 279 clients. We conducted over 3000 legal consultations, filed 620 DACA applications and helped 165 victims of violence apply for legal protection. Additionally, we helped 1100 clients become new US citizens. We did the vast majority of this work remotely and helped address any barriers clients may have to access our services by responding to each clients' unique circumstances. The "how" of these accomplishments is mostly about commitment and passion to social justice. IIBA staff were undeterred in their commitment to helping immigrants on a path to a more secure future. Organizationally, we spent time and resources to insure that staff were supported and that the high level of collaboration that is the hallmark of IIBA was maintained. We had weekly (zoom) happy hours where staff were given a budget to buy food and drink and we had a variety of breakout rooms where people could meet in small groups around a variety of topics or activities. We had weekly(virtual) yoga classes. We recognized that the limitations created by COVID also brought opportunities: We held our 6th Annual Comedy Night for Immigrant Rights as a virtual event with a roster of great comedians including Margaret Cho. We hosted Dolores Huerta for a well attended virtual event as well as having a discussion with Frank Sharry (Founder of Americas Voice) and Krista Tippett (American journalist and host of 'ON BEING').
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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