Totals
- Total revenue
- $4,210,345
- Total expenses
- $3,820,898
- Contributions and grants received
- $820,934
- Grants paid
- $0
- Program service revenue
- $3,325,850
- Investment income
- $25,029
- Other revenue
- $38,532
- Total assets, end of year
- $3,967,857
- Total liabilities, end of year
- $2,057,708
- Net assets or fund balances, end of year
- $1,910,149
- 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.
-
1e · Government grants (contributions)
$73,434
-
1f · All other contributions, gifts and grants
$747,500
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,972,100 · related or exempt $2,972,100
-
2b · Program service revenue: STRATEGIC PARTNERSHIP
total $353,750 · related or exempt $353,750
-
3 · Investment income
total $25,029 · excluded $25,029
-
6a · Gross rents
real property $38,532
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $38,532
-
6d · Net rental income or loss
total $38,532 · excluded $38,532
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,025,925
-
7 · Other salaries and wages
total $1,166,546
-
8 · Pension plan contributions
total $117,575
-
9 · Other employee benefits
total $78,168
-
10 · Payroll taxes
total $114,190
-
11b · Fees: legal
total $329,329
-
11c · Fees: accounting
total $76,506
-
11d · Fees: lobbying
total $19,526
-
11g · Fees: other
total $135,222
-
12 · Advertising and promotion
total $103,075
-
13 · Office expenses
total $25,463
-
14 · Information technology
total $93,833
-
16 · Occupancy
total $308,399
-
17 · Travel
total $20,495
-
19 · Conferences, conventions and meetings
total $65,286
-
22 · Depreciation, depletion and amortization
total $12,888
-
23 · Insurance
total $22,397
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $90,075
-
24b · Other expenses: BAD DEBTS
total $10,000
-
24c · Other expenses: PENSION ADMIN. FEES
total $6,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,847,594 · end of year $1,744,495
-
2 · Savings and temporary cash investments
beginning of year $551,685 · end of year $910,280
-
4 · Accounts receivable
beginning of year $258,843 · end of year $591,032
-
9 · Prepaid expenses and deferred charges
beginning of year $119,157 · end of year $99,283
-
10a · Land, buildings and equipment: cost or other basis
$73,498
-
10b · Land, buildings and equipment: accumulated depreciation
$61,109
-
10c · Land, buildings and equipment, net
beginning of year $25,409 · end of year $12,389
-
15 · Other assets
beginning of year $901,465 · end of year $610,378
-
17 · Accounts payable and accrued expenses
beginning of year $76,078 · end of year $130,385
-
19 · Deferred revenue
beginning of year $1,196,250 · end of year $1,295,000
-
25 · Other liabilities
beginning of year $911,123 · end of year $632,323
-
27 · Net assets without donor restrictions
beginning of year $1,454,528 · end of year $1,451,422
-
28 · Net assets with donor restrictions
beginning of year $66,174 · end of year $458,727
Mission and programs · 2023
Mission
THE ERISA INDUSTRY COMMITTEE (ERIC) WAS FORMED TO PROMOTE AND ADVANCE THE COMMON INTEREST AND WELFARE OF LARGE EMPLOYERS WHO ESTABLISH AND MAINTAIN EMPLOYEE BENEFIT PLANS (REPRESENTING SOLELY THE PERSPECTIVE OF LARGE PLAN SPONSORS). IT IS THE ONLY (CONTINUED ON SCHEDULE O)NATIONAL ASSOCIATION THAT ADVOCATES EXCLUSIVELY FOR LARGE EMPLOYER PLAN SPONSORS ON HEALTH, RETIREMENT, PAID LEAVE, AND COMPENSATION PUBLIC POLICIES AT THE FEDERAL, STATE, AND LOCAL LEVELS.
Activities or mission (Part I)
SEE PART III, LINE 1
-
ERIC PROVIDES THE BRIDGE BETWEEN THOSE WHO CRAFT THE RULES AND THOSE WHO MUST COMPLY WITH THEM AS THE ONE ORGANIZATION THAT EXCLUSIVELY REPRESENTS THE HEALTH, RETIREMENT, PAID LEAVE, AND COMPENSATION PUBLIC POLICY PRIORITIES OF LARGE EMPLOYERS BEFORE FEDERAL, STATE, AND LOCAL GOVERNMENTS. ERIC FIGHTS AGAINST EMPLOYER TAXES, MANDATES, AND COMPLIANCE BURDENS, WHILE ADVOCATING FOR POLICIES THAT ALLOW EMPLOYERS TO OFFER BENEFITS EFFECTIVELY, EFFICIENTLY, AND UNIFORMLY TO THEIR EMPLOYEES ACROSS THE COUNTRY. ERIC ADVOCATES FOR ITS MEMBER COMPANIES IN LITIGATION AS WELL TO FIGHT AGAINST STATE AND LOCAL MANDATES ON EMPLOYER BENEFIT PLANS THAT ARE REGULATED BY FEDERAL ERISA LAW.(CONTINUED ON SCHEDULE O)DRIVEN BY AND FOR LARGE EMPLOYERS, ERIC REPRESENTS THE PLAN SPONSOR PERSPECTIVE; THE SPECIFIC GOALS OF OUR CORPORATE MEMBERS ARE THE SOLE FOCUS OF ERIC'S ACTIONS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Joe PitraJOE PITRA
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John HickeyJOHN HICKEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jeni ChihJENI CHIH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Alan SefcikALAN SEFCIK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Julianne GallowayJULIANNE GALLOWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin CovertKEVIN COVERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judy FennimoreJUDY FENNIMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Garrett FentonGARRETT FENTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan FlemingSUSAN FLEMING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gordon HarmanGORDON HARMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William JohnsenWILLIAM JOHNSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gregory MarchandGREGORY MARCHAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica McNamaraJESSICA MCNAMARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pam PricePAM PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia RadovichCYNTHIA RADOVICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob SheplerBOB SHEPLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erik SossaERIK SOSSA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adam StaviskyADAM STAVISKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Whitney VanmeterWHITNEY VANMETER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clare VerplankCLARE VERPLANK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert WeinmanROBERT WEINMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael WiseMICHAEL WISE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James GelfandJAMES GELFAND
PRESIDENT & CEO
- Total calculated
- $614,813
- From this org
- $571,313
- From related orgs
- $0
- Other
- $43,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $385,000
- Bonus
- $186,313
- Other
- $0
- Deferred
- $43,500
- Nontaxable benefits
- $0
- Filer's total
- $614,813
-
Annette Guarisco FildesANNETTE GUARISCO FILDES
COUNSELOR TO THE PRESIDENT & CEO
- Total calculated
- $411,112
- From this org
- $358,750
- From related orgs
- $0
- Other
- $52,362
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $353,750
- Bonus
- $5,000
- Other
- $0
- Deferred
- $40,175
- Nontaxable benefits
- $12,187
- Filer's total
- $411,112
-
Andrew BanducciANDREW BANDUCCI
SVP, RETIREMENT & COMPENSATION POLICY
- Total calculated
- $350,748
- From this org
- $296,170
- From related orgs
- $0
- Other
- $54,578
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $284,545
- Bonus
- $11,625
- Other
- $0
- Deferred
- $35,535
- Nontaxable benefits
- $19,043
- Filer's total
- $350,748
-
Melissa BartlettMELISSA BARTLETT
SVP, HEALTH POLICY
- Total calculated
- $285,959
- From this org
- $268,427
- From related orgs
- $0
- Other
- $17,532
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $248,864
- Bonus
- $19,563
- Other
- $0
- Deferred
- $8,053
- Nontaxable benefits
- $9,479
- Filer's total
- $285,959
-
Kathleen Carr-SmithKATHLEEN CARR-SMITH
CHIEF OPERATING OFFICER
- Total calculated
- $262,257
- From this org
- $218,958
- From related orgs
- $0
- Other
- $43,299
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,458
- Bonus
- $7,500
- Other
- $0
- Deferred
- $26,275
- Nontaxable benefits
- $17,024
- Filer's total
- $262,257
-
Dillon ClairDILLON CLAIR
DIR.STATE ADVOCACY & LITIGATION
- Total calculated
- $142,014
- From this org
- $123,208
- From related orgs
- $0
- Other
- $18,806
- 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 · Form 990 of other organizations
- 3 · Compensation survey or study
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443199349309634
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