Form 990 for tax year 2023
Filed by EMPLOYEE BENEFIT RESEARCH INSTITUTE.
Totals
- Total revenue
- $3,654,671
- Total expenses
- $3,815,905
- Contributions and grants received
- $67,763
- Grants paid
- $0
- Program service revenue
- $3,179,188
- Investment income
- $43,786
- Other revenue
- $363,934
- Total assets, end of year
- $4,174,898
- Total liabilities, end of year
- $2,543,532
- Net assets or fund balances, end of year
- $1,631,366
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$67,763
-
2a · Program service revenue: Membership dues
total $2,013,420 · related or exempt $2,013,420
-
2b · Program service revenue: Special projects
total $1,165,768 · related or exempt $1,165,768
-
3 · Investment income
total $69,545 · excluded $69,545
-
7a · Gross sales of assets other than inventory
securities $1,241,465
-
7b · Less cost or other basis and sales expenses
securities $1,267,224
-
7c · Gain or loss
securities -$25,759
-
7d · Net gain or loss
total -$25,759 · excluded -$25,759
-
11a · Other revenue: Fdn OH reimbursement
total $361,345 · excluded $361,345
-
11b · Other revenue: Other income
total $2,589 · excluded $2,589
-
11e · Other revenue, total
$363,934
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,192,766
-
7 · Other salaries and wages
total $1,078,552
-
8 · Pension plan contributions
total $41,619
-
9 · Other employee benefits
total $33,641
-
10 · Payroll taxes
total $164,716
-
11b · Fees: legal
total $53,433
-
11c · Fees: accounting
total $44,349
-
11f · Fees: investment management
total $3,651
-
11g · Fees: other
total $3,222
-
13 · Office expenses
total $37,443
-
14 · Information technology
total $819,019
-
16 · Occupancy
total $177,086
-
17 · Travel
total $20,080
-
19 · Conferences, conventions and meetings
total $38,588
-
22 · Depreciation, depletion and amortization
total $65,437
-
23 · Insurance
total $26,133
-
24a · Other expenses: Bad debts
total $16,170
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $626,863 · end of year $1,084,718
-
4 · Accounts receivable
beginning of year $119,419 · end of year $106,113
-
9 · Prepaid expenses and deferred charges
beginning of year $30,033 · end of year $22,551
-
10a · Land, buildings and equipment: cost or other basis
$802,866
-
10b · Land, buildings and equipment: accumulated depreciation
$499,681
-
10c · Land, buildings and equipment, net
beginning of year $351,722 · end of year $303,185
-
11 · Investments: publicly traded securities
beginning of year $1,925,680 · end of year $1,521,186
-
15 · Other assets
beginning of year $1,235,869 · end of year $1,137,145
-
17 · Accounts payable and accrued expenses
beginning of year $102,109 · end of year $94,424
-
19 · Deferred revenue
beginning of year $1,236,570 · end of year $1,354,350
-
25 · Other liabilities
beginning of year $1,219,394 · end of year $1,094,758
-
27 · Net assets without donor restrictions
beginning of year $1,731,513 · end of year $1,631,366
Mission and programs · 2023
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.
Activities or mission (Part I)
Contribute to sound employee benefit programs and public policy through research and education
-
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.
-
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.
-
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.
As filed on the 2023 return.
Listed in Part VII
-
Barbara Marder
President and CEO
- Total calculated
- $311,970
- From this org
- $308,887
- From related orgs
- $0
- Other
- $3,083
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $308,293
- Bonus
- $0
- Other
- $594
- Deferred
- $0
- Nontaxable benefits
- $3,083
- Filer's total
- $311,970
-
Abigail Bensimhon
Chief Operating Officer
- Total calculated
- $288,742
- From this org
- $261,133
- From related orgs
- $0
- Other
- $27,609
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $210,857
- Bonus
- $50,000
- Other
- $276
- Deferred
- $10,610
- Nontaxable benefits
- $16,999
- Filer's total
- $288,742
-
Paul Fronstin
Dir. Health Benefits Research
- Total calculated
- $333,124
- From this org
- $290,218
- From related orgs
- $0
- Other
- $42,906
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $289,723
- Bonus
- $0
- Other
- $495
- Deferred
- $12,300
- Nontaxable benefits
- $30,606
- Filer's total
- $333,124
-
Craig Copeland
Dir. Health Benefits Research
- Total calculated
- $258,930
- From this org
- $232,559
- From related orgs
- $0
- Other
- $26,371
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,043
- Bonus
- $0
- Other
- $516
- Deferred
- $9,325
- Nontaxable benefits
- $17,046
- Filer's total
- $258,930
-
Bridget Bearden
Development & Research Strategist
- Total calculated
- $235,795
- From this org
- $214,948
- From related orgs
- $0
- Other
- $20,847
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,828
- Bonus
- $50,000
- Other
- $120
- Deferred
- $8,715
- Nontaxable benefits
- $12,132
- Filer's total
- $235,795
-
Adam Bensimhon
Compliance & IT Director
- Total calculated
- $187,469
- From this org
- $173,836
- From related orgs
- $0
- Other
- $13,633
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,763
- Bonus
- $0
- Other
- $73
- Deferred
- $6,968
- Nontaxable benefits
- $6,665
- Filer's total
- $187,469
-
Michael Cross
Senior Database Programmer
- Total calculated
- $152,594
- From this org
- $130,737
- From related orgs
- $0
- Other
- $21,857
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,945
- Bonus
- $0
- Other
- $792
- Deferred
- $5,239
- Nontaxable benefits
- $16,618
- Filer's total
- $152,594
-
Johnathan Spiegel
Research Associate II - Health & Wealth
- Total calculated
- $148,228
- From this org
- $131,707
- From related orgs
- $0
- Other
- $16,521
- Hours/week
- 40
-
Lori Lucas
Former CEO
- Total calculated
- $118,063
- From this org
- $113,522
- From related orgs
- $0
- Other
- $4,541
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $113,522
- Bonus
- $0
- Other
- $0
- Deferred
- $4,541
- Nontaxable benefits
- $0
- Filer's total
- $118,063
-
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
-
Tammy Yee
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Chris Anast
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 + 1 related
-
Arjun Sandhu
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tod Ruble
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Daniel Rosshirt
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kelly O'Donnell
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
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
-
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
-
Ken Mungan
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
-
Laura Shumann
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sandra McCarthy
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Samantha Dougherty
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Vidur Mehra
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sri Reddy
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Josh Cohen
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Yanela Frias
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
-
Fiona Greig
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Douglas Murray
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
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.
-
Education & Research Fund of Employee Benefit Research Institute
501(c)(3) · Education on employee benefits · DC · controlled entity
Directly controlled by EBRI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202421289349302792
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