Employee Benefit Research Institute

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

Barbara Marder

Phone

2027756300

Tax Period

2024-01-01 to 2024-12-31

Employee Benefit Research Institute, founded in 1978, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

The mission of the Employee Benefit Research Institute (EBRI) is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education.

Program Service Accomplishments

Program 1

Institute Research:Performing research in the employee benefit area and disseminating the results of the research and other information on employee benefits to the general public.

Program 2

Membership: EBRI members stay current on research and trends, have access to EBRI's searchable archive, and receive invitations to members-only meetings and web briefings. Our more than 80 members...

Membership: EBRI members stay current on research and trends, have access to EBRI's searchable archive, and receive invitations to members-only meetings and web briefings. Our more than 80 members from a wide range of leading companies, including plan sponsors, providers, consultants, asset managers, unions, doctor/hospital groups, and insurers support and drive our independent, fact-based research mission and further the common interests of persons involved in the employee benefit field.

Program 3

Public Education: EBRI's events and meetings provide opportunities to learn about latest research priorities and activities.Policy Forums: Held in Washington, DC, on a semi-annual basis, our forums bring together a cross-section of EBRI members, policymakers, plan sponsors, benefit experts, and representatives from academia, interest groups, and labor to examine current research and policy issues.Research & Policy meetings: Hosted by EBRI members in locations around the U.S., EBRI and other experts network with peers and examine current research and policy issues.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,722,685

Investment Income $81,990

Other Revenue $249,222

TOTAL REVENUE $4,053,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,812,905

Fundraising Expenses $0

Other Expenses $1,321,088

TOTAL EXPENSES $4,133,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,053,897	$3,654,671	+0.1%
Expenses	$4,133,993	$3,815,905	+0.1%
Net Income	$-80,096	$-161,234	-0.5%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$660,362

Total Directors

$508,686

Key Employees

$627,218

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Marder	President and CEO	30.00	Officer Director	$488,618	$20,068	$508,686
Gary Koenig	Trustee	1.00	Director	$0	$0	$0
Martha King	Trustee	1.00	Director	$0	$0	$0
Heather Ruff	Trustee	1.00	Director	$0	$0	$0
Justin Roberts	Trustee	1.00	Director	$0	$0	$0
Tammy Yee	Trustee	1.00	Director	$0	$0	$0
Maddie Desser	Trustee	1.00	Director	$0	$0	$0
Rohan Sharma	Trustee	1.00	Director	$0	$0	$0
John D Piro	Trustee	1.00	Director	$0	$0	$0
Lisa Margeson	Trustee	1.00	Director	$0	$0	$0
Rebecca Meskin	Trustee	1.00	Director	$0	$0	$0
Kris Haltmeyer	Trustee	1.00	Director	$0	$0	$0
Laurie DuChateau	Trustee	1.00	Director	$0	$0	$0
Christopher DeRosa	Trustee	1.00	Director	$0	$0	$0
Arjun Sandhu	Trustee	1.00	Director	$0	$0	$0
Daniel Rosshirt	Trustee	1.00	Director	$0	$0	$0
Kelly O'Donnell	Trustee	1.00	Director	$0	$0	$0
Edmund F Murphy III	Trustee	1.00	Director	$0	$0	$0
Keith Namiot	Trustee	1.00	Director	$0	$0	$0
William Clark	Trustee	1.00	Director	$0	$0	$0
Deba Sahoo	Trustee	1.00	Director	$0	$0	$0
Greg Ward	Trustee	1.00	Director	$0	$0	$0
Drew Carrington	Trustee	1.00	Director	$0	$0	$0
Jon Kessler	Trustee	1.00	Director	$0	$0	$0
Sarah Holden	Trustee	1.00	Director	$0	$0	$0
Bernadette Ulissi Branosky	Trustee	1.00	Director	$0	$0	$0
Katie Hockenmaier	Trustee	1.00	Director	$0	$0	$0
Toni Griffin	Trustee	1.00	Director	$0	$0	$0
Pete Welsh	Trustee	1.00	Director	$0	$0	$0
Ken Mungan	Trustee	1.00	Director	$0	$0	$0
Peter Baxter	Trustee	1.00	Director	$0	$0	$0
Eric Stevenson	Trustee	1.00	Director	$0	$0	$0
David Cruz	Trustee	1.00	Director	$0	$0	$0
Laura Shumann	Trustee	1.00	Director	$0	$0	$0
Sandra McCarthy	Trustee	1.00	Director	$0	$0	$0
Samantha Dougherty	Trustee	1.00	Director	$0	$0	$0
Vidur Mehra	Trustee	1.00	Director	$0	$0	$0
Sri Reddy	Trustee	1.00	Director	$0	$0	$0
Josh Cohen	Trustee	1.00	Director	$0	$0	$0
Ann Nanda	Trustee	1.00	Director	$0	$0	$0
Stacy Schaus	Trustee	1.00	Director	$0	$0	$0
Tami Simon	Trustee	1.00	Director	$0	$0	$0
John Geli	Trustee	1.00	Director	$0	$0	$0
Melissa Kahn	Trustee	1.00	Director	$0	$0	$0
Dennis Elliott	Trustee	1.00	Director	$0	$0	$0
David Richardson	Trustee	1.00	Director	$0	$0	$0
Jamie Ohl	Trustee	1.00	Director	$0	$0	$0
Chantel Sheaks	Trustee	1.00	Director	$0	$0	$0
Fiona Greig	Trustee	1.00	Director	$0	$0	$0
Douglas Murray	Trustee	1.00	Director	$0	$0	$0
Chris Byrd	Trustee	1.00	Director	$0	$0	$0
Steve Nyce	Trustee	1.00	Director	$0	$0	$0
Andrew Melnyck	Trustee	1.00	Director	$0	$0	$0
Renee Wilder Guerin	Trustee	1.00	Director	$0	$0	$0
Nikki Strausburg	Trustee	1.00	Director	$0	$0	$0
Rhona Parry	Trustee	1.00	Director	$0	$0	$0
Abigail Bensimhon	Chief Operating Officer (To 05/24)	30.00	Officer	$138,703	$12,973	$151,676
Paul Fronstin	Dir. Health Benefits Research	40.00	Key Emp	$304,996	$47,127	$352,123
Craig Copeland	Dir. Health Benefits Research	40.00	Key Emp	$246,265	$28,830	$275,095
Bridget Bearden	Development & Research Strategist	40.00	Highest	$227,204	$21,699	$248,903
Adam C Bensimhon	Compliance & IT Director	40.00	Highest	$179,009	$14,748	$193,757
Michael Cross	Senior Database Programmer	40.00	Highest	$134,480	$22,305	$156,785
Johnathan D Spiegel	Research Associate II - Health& Wealth	40.00	Highest	$143,105	$17,813	$160,918

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	$4,053,897	$4,133,993	$4,215,465	$-80,096
2023	$3,654,671	$3,815,905	$4,174,898	$-161,234
2022	$4,240,506	$3,932,871	$4,289,586	$307,635
2022	$4,240,506	$3,932,871	$4,289,586	$307,635
2021	$3,613,924	$3,331,752	$3,340,866	$282,172
2020	$2,703,954	$3,199,221	$2,818,949	$-495,267