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← EMPLOYEE BENEFIT RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by EMPLOYEE BENEFIT RESEARCH INSTITUTE.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 19 May 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$4,240,506
Total expenses
$3,932,871
Contributions and grants received
$327,617
Grants paid
$0
Program service revenue
$3,323,578
Investment income
$38,772
Other revenue
$550,539
Total assets, end of year
$4,289,586
Total liabilities, end of year
$2,558,073
Net assets or fund balances, end of year
$1,731,513
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • Gary Koenig

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jen Irwin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nathaniel Miles

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Justin Roberts

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Kasiarz

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brett Hammond

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nevin Adams

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rohan Sharma

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John D Piro

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Margeson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Meskin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kris Haltmeyer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Laurie DuChateau

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kara Ardis

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Christopher DeRosa

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Arjun Sandhu

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Niles Monica

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Daniel Rosshirt

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Payne

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Edmund F Murphy III

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Keith Namiot

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • William Clark

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Deba Sahoo

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Greg Ward

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Drew Carrington

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jon Kessler

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sarah Holden

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bernadette Ulissi Branosky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rob Capone

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Judith Mares

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Katie Hockenmaier

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Toni Griffin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pete Welsh

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chris Weirath

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Peter Baxter

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Eric Stevenson

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Cruz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sandra McCarthy

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ralph Pallante

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Samantha Dougherty

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Vidur Mehra

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dan Houston

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Josh Cohen

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Yanela Frias

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Renee Wilder Guerin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stacy Schaus

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tami Simon

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John Geli

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Melissa Kahn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dennis Elliott

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Richardson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Phil Eckman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chantel Sheaks

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Phil Mason

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Stinnett

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Charlie Nelson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chris Byrd

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Steve Nyce

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lori Lucas

    President and CEO

    Total calculated
    $633,942
    From this org
    $591,675
    From related orgs
    $0
    Other
    $42,267
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $426,000
    Bonus
    $165,675
    Other
    $0
    Deferred
    $16,267
    Nontaxable benefits
    $26,000
    Filer's total
    $633,942

  • Abigail Bensimhon

    Chief Operating Officer

    Total calculated
    $275,803
    From this org
    $254,782
    From related orgs
    $0
    Other
    $21,021
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $226,295
    Bonus
    $28,487
    Other
    $0
    Deferred
    $4,725
    Nontaxable benefits
    $16,296
    Filer's total
    $275,803

  • Paul Fronstin

    Dir. Health Benefits Research

    Total calculated
    $292,139
    From this org
    $280,215
    From related orgs
    $0
    Other
    $11,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,215
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,924
    Filer's total
    $292,139

  • Craig Copeland

    Dir. Wealth Benefits Research

    Total calculated
    $252,283
    From this org
    $225,295
    From related orgs
    $0
    Other
    $26,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,295
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $26,988
    Filer's total
    $252,283

  • Adam Bensimhon

    Data Compliance & IT Dir.

    Total calculated
    $177,885
    From this org
    $169,229
    From related orgs
    $0
    Other
    $8,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,229
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,656
    Filer's total
    $177,885

  • Bridget Bearden

    Research Strategist

    Total calculated
    $186,317
    From this org
    $163,445
    From related orgs
    $0
    Other
    $22,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,445
    Bonus
    $0
    Other
    $0
    Deferred
    $6,535
    Nontaxable benefits
    $16,337
    Filer's total
    $186,317

  • Johnathan Spiegel

    Research Associate

    Total calculated
    $148,932
    From this org
    $127,961
    From related orgs
    $0
    Other
    $20,971
    Hours/week
    40

  • Michael Cross

    Senior Database Programmer

    Total calculated
    $165,494
    From this org
    $127,366
    From related orgs
    $0
    Other
    $38,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,366
    Bonus
    $0
    Other
    $0
    Deferred
    $22,323
    Nontaxable benefits
    $15,805
    Filer's total
    $165,494

  • Zhikun Liu

    Senior Research Associate

    Total calculated
    $129,147
    From this org
    $108,556
    From related orgs
    $0
    Other
    $20,591
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 April 2023
IRS schema version
2022v5.0
Source object
202301079349300805

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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