EBRI EDUCATION AND RESEARCH FUND

As filed

Subsection

03

NTEE code

Y050

Classification

1000

Street

901 D ST SW STE 802

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

This address is a suite or unit (STE 802). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• EMPLOYEE BENEFIT RESEARCH INSTITUTE

  EIN 52-1134631

Mission and programs · 2024

• Foundation Research: Undertake and sponsor research projects relating to various aspects of employee benefits and to publicize the results of the research projects to the public.

  Expenses $176,947

• Foundation Public Education.

  Expenses $71,532

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $749,385

  Expenses

  $603,752

  Contributions

  $662,812

  Grants paid

  $0

• 2023

  Revenue

  $560,892

  Expenses

  $667,084

  Contributions

  $507,378

  Grants paid

  $0

• 2022

  Revenue

  $750,770

  Expenses

  $889,983

  Contributions

  $694,697

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $623,216

  Expenses

  $871,649

  Assets (EOY)

  $2,440,477

• 2020 · 990

  Revenue

  $1,170,613

  Expenses

  $1,029,875

  Assets (EOY)

  $2,668,176

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC

  $29,750

  2022 · PROGRAM SUPPORT

• FINRA INVESTOR EDUCATION FOUNDATION

  $23,748

  2023 · To examine trends in aggregate out-of-pocket healthcare spending by type of health plan and analyze how cost-sharing has been changing due to shifts toward less comprehensive and/or high-deductible insurance plans.

• FINRA INVESTOR EDUCATION FOUNDATION

  $23,748

  2022 · To research how out-of-pocket healthcare spending is trending in the United States and to examine the degree to which the rising costs that patients face are a manifestation of changes to health insurance plan design, increasing overall healthcare costs, or other factors.

• CHRO ASSOCIATION

  $8,100

  2023 · Foundation support

• CHRO ASSOCIATION

  $8,100

  2024 · Foundation support

• CHRO ASSOCIATION

  $7,500

  2022 · Foundation support

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files