Education & Research Fund of Employee Benefit Research Institute

EIN: 521190398 501(c)(3) Mutual Benefit

Washington, DC

Total Revenue
$749,385
Total Expenses
$603,752
Total Assets
$2,613,493
Net Assets
$2,189,965
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
DC
Principal Officer
Barbara Marder
Phone
2027756300
Tax Period
2024-01-01 to 2024-12-31

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.

Mission

Contribute to sound employee benefit programs through research and education

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $662,812
Program Service Revenue $0
Investment Income $86,290
Other Revenue $283
TOTAL REVENUE $749,385

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $33,884
Program Expenses $248,479
Other Expenses $603,752
TOTAL EXPENSES $603,752

Year-over-Year Comparison

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%
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

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
12

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
2
$660,362
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
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
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 $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
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