Washington, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Education & Research Fund of Employee Benefit Research Institute, founded in 1979, is a small nonprofit in the Mutual Benefit sector that reported $749K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 19% operating margin.
The mission of the Education & Research Fund of Employee Benefit Research Institute 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.
Foundation Research: Undertake and sponsor research projects relating to various aspects of employee benefits and to publicize the results of the research projects to the public.
Foundation Public Education.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $749,385 | $560,892 | +0.3% |
| Expenses | $603,752 | $667,084 | -0.1% |
| Net Income | $145,633 | $-106,192 | -2.4% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Sandy McCarthy | Chair | 1.00 |
Director
|
$0 | $0 | $0 |
| Jon Kessler | Vice Chair | 1.00 |
Director
|
$0 | $0 | $0 |
| Josh Cohen | Past Chair (2021 Emeritus) | 1.00 |
Director
|
$0 | $0 | $0 |
| Lisa Margeson | Research Chair | 1.00 |
Director
|
$0 | $0 | $0 |
| Eric Stevenson | At Large | 1.00 |
Director
|
$0 | $0 | $0 |
| Dan Rosshirt | At Large | 1.00 |
Director
|
$0 | $0 | $0 |
| Edmund F Murphy III | At Large | 1.00 |
Director
|
$0 | $0 | $0 |
| Kelly O' Donnell | At Large | 1.00 |
Director
|
$0 | $0 | $0 |
| Katie Hockenmaier | At Large | 1.00 |
Director
|
$0 | $0 | $0 |
| Sri Reddy | At Large | 1.00 |
Director
|
$0 | $0 | $0 |
| Barbara Marder | President and CEO | 10.00 |
Officer
|
$0 | $20,068 | $508,686 |
| Abigail Bensimhon | Chief Operating Officer (To 05/24) | 10.00 |
Officer
|
$0 | $12,973 | $151,676 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $749,385 | $603,752 | $2,613,493 | $145,633 |
| 2023 | $560,892 | $667,084 | $2,657,654 | $-106,192 |
| 2022 | $750,770 | $889,983 | $2,540,502 | $-139,213 |
| 2021 | $623,216 | $871,649 | $2,440,477 | $-248,433 |
| 2020 | $1,170,613 | $1,029,875 | $2,668,176 | $140,738 |
Compare Education & Research Fund of Employee Benefit Research Institute with other nonprofits in District of Columbia and across the country.