- Revenue 2024
- $749,385
- Expenses 2024
- $603,752
Program services were 41.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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).
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.
-
Sandy McCarthy
Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jon Kessler
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Josh Cohen
Past Chair (2021 Emeritus)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa Margeson
Research Chair
- Total calculated
- $0
- Hours/week
- 1
-
Eric Stevenson
At Large
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dan Rosshirt
At Large
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Edmund F Murphy III
At Large
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kelly O' Donnell
At Large
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Katie Hockenmaier
At Large
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sri Reddy
At Large
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Marder
President and CEO
- Total calculated
- $508,686
- From this org
- $0
- From related orgs
- $488,618
- Other
- $20,068
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $399,493 related
- Bonus
- $0 + $88,333 related
- Other
- $0 + $792 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $20,068 related
- Filer's total
- $0 + $508,686 related
-
Abigail Bensimhon
Chief Operating Officer (To 05/24)
- Total calculated
- $151,676
- From this org
- $0
- From related orgs
- $138,703
- Other
- $12,973
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $88,488 related
- Bonus
- $0
- Other
- $0 + $50,215 related
- Deferred
- $0 + $2,870 related
- Nontaxable benefits
- $0 + $10,103 related
- Filer's total
- $0 + $151,676 related
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.
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
-
2022 PROGRAM SUPPORT
-
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.
-
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.
-
$8,100
2023 Foundation support
-
$8,100
2024 Foundation support
-
$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.
Declared on its 2024 return
-
Employee Benefit Research Institute
501(c)(6) · Promote employee benefits · DC
Declared as related by
-
EMPLOYEE BENEFIT RESEARCH INSTITUTE
On its 2024 return as a controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.