Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $507,378

• 3 · Investment income

  total $90,903 · excluded $90,903

• 7a · Gross sales of assets other than inventory

  securities $814,898

• 7b · Less cost or other basis and sales expenses

  securities $852,287

• 7c · Gain or loss

  securities -$37,389

• 7d · Net gain or loss

  total -$37,389 · excluded -$37,389

Functional expenses

Part IX, the statement of functional expenses.

• 11f · Fees: investment management

  total $4,289 · management and general $4,289

• 11g · Fees: other

  total $243,827 · program services $152,177 · management and general $58,956 · fundraising $32,694

• 13 · Office expenses

  total $336 · program services $85 · management and general $233 · fundraising $18

• 14 · Information technology

  total $43,331 · program services $27,055 · management and general $10,463 · fundraising $5,813

• 19 · Conferences, conventions and meetings

  total $13,956 · program services $8,714 · management and general $3,370 · fundraising $1,872

• 24a · Other expenses: Reimbursed overhead

  total $361,345 · management and general $361,345

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $475,140 · end of year $441,054

• 3 · Pledges and grants receivable

  beginning of year $2,500 · end of year $13,686

• 9 · Prepaid expenses and deferred charges

  end of year $16,575

• 10a · Land, buildings and equipment: cost or other basis

  $62,768

• 10b · Land, buildings and equipment: accumulated depreciation

  $62,768

• 10c · Land, buildings and equipment, net

  beginning of year $0 · end of year $0

• 11 · Investments: publicly traded securities

  beginning of year $2,062,862 · end of year $2,186,339

• 17 · Accounts payable and accrued expenses

  beginning of year $51,731 · end of year $38,480

• 19 · Deferred revenue

  beginning of year $94,500 · end of year $225,500

• 25 · Other liabilities

  beginning of year $368,703 · end of year $392,041

• 27 · Net assets without donor restrictions

  beginning of year $2,025,568 · end of year $2,001,633

The filer's explanations (Part III)

Schedule J, Part I, Line 3:

Methods used by related organization, Employee Benefit Research Institute, to establish compensation: Approval by the board or compensation committee