Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $694,697

• 3 · Investment income

  total $56,073 · excluded $56,073

• 7a · Gross sales of assets other than inventory

  securities $3,150

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

  securities $3,150

• 7c · Gain or loss

  securities $0

• 7d · Net gain or loss

  total $0

Functional expenses

Part IX, the statement of functional expenses.

• 11f · Fees: investment management

  total $4,204 · management and general $4,204

• 11g · Fees: other

  total $241,314 · program services $186,189 · management and general $13,253 · fundraising $41,872

• 13 · Office expenses

  total $446 · program services $266 · management and general $102 · fundraising $78

• 14 · Information technology

  total $43,330 · program services $33,459 · management and general $2,347 · fundraising $7,524

• 17 · Travel

  total $2,905 · program services $1,733 · management and general $668 · fundraising $504

• 19 · Conferences, conventions and meetings

  total $49,473 · program services $29,506 · management and general $11,376 · fundraising $8,591

• 24a · Other expenses: Reimbursed overhead

  total $548,311 · management and general $548,311

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $343,042 · end of year $475,140

• 3 · Pledges and grants receivable

  end of year $2,500

• 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 $2,078,341 · end of year $2,062,862

• 15 · Other assets

  beginning of year $19,094 · end of year $0

• 17 · Accounts payable and accrued expenses

  end of year $51,731

• 19 · Deferred revenue

  beginning of year $209,500 · end of year $94,500

• 25 · Other liabilities

  beginning of year $0 · end of year $368,703

• 27 · Net assets without donor restrictions

  beginning of year $2,230,977 · end of year $2,025,568

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