Nonprofit · EIN 52-1190398
EBRI EDUCATION AND RESEARCH FUND
Tax-exempt · WASHINGTON, DC 20024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $749,385 | $603,752 | $145,633 | $2,613,493 | $423,528 | $2,189,965 |
| December 31, 2023 | 990 | $560,892 | $667,084 | -$106,192 | $2,657,654 | $656,021 | $2,001,633 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $662,812
- Program service revenue
- $0
- Investment income
- $86,290
- Net gain from sales of assets
- -$16,224
- Other revenue
- $283
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $248,479
- Management and general (functional)
- $321,389
- Fundraising (functional)
- $33,884
Balance sheet and other
- Total assets, start of year
- $2,657,654
- Total assets, end of year
- $2,613,493
- Total liabilities, end of year
- $423,528
- Net assets, end of year
- $2,189,965
- Publicly traded securities
- $2,304,470
- Net assets without donor restrictions
- $2,189,965
- Gross receipts
- $3,019,181
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1979
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Barbara Marder | President and CEO Officer | 10 | $0 | $488,618 | $20,068 |
| Abigail Bensimhon | Chief Operating Officer (To 05/24) Officer | 10 | $0 | $138,703 | $12,973 |
| Sandy McCarthy | Chair Trustee or director | 1 | $0 | $0 | $0 |
| Jon Kessler | Vice Chair Trustee or director | 1 | $0 | $0 | $0 |
| Josh Cohen | Past Chair (2021 Emeritus) Trustee or director | 1 | $0 | $0 | $0 |
| Lisa Margeson | Research Chair Trustee or director | 1 | $0 | $0 | $0 |
| Eric Stevenson | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Dan Rosshirt | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Edmund F Murphy III | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Kelly O' Donnell | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Katie Hockenmaier | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Sri Reddy | At Large Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Barbara Marder | President and CEO Officer | 10 | $0 | $308,887 | $3,083 |
| Abigail Bensimhon | Chief Operating Officer Officer | 10 | $0 | $261,133 | $27,609 |
| Josh Cohen | Chair Trustee or director | 1 | $0 | $0 | $0 |
| Sandy McCarthy | Vice Chair Trustee or director | 1 | $0 | $0 | $0 |
| Eric Stevenson | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Dan Rosshirt | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Stacy Schaus | Past Chair (2021 Emeritus) Trustee or director | 1 | $0 | $0 | $0 |
| Brett Hammond | Research Chair Trustee or director | 1 | $0 | $0 | $0 |
| Jon Kessler | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Ed Murphy | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Kelly O'Donnell | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Katie Hockenmaier | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Sri Reddy | At Large Trustee or director | 1 | $0 | $0 | $0 |
| Chris DeRosa | At Large Trustee or director | 1 | $0 | $0 | $0 |
| David Kasiarz Deceased | Advisor to the CEO Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 901 D ST SW STE 802, WASHINGTON, DC 20024-2276
- Principal officer (990 for 2024)
- Barbara Marder, 901 D Street SW 802, Washington, DC 200242169
- Signed the 990
- Barbara Marder, President & CEO
- Phone
- (202) 775-6300
- Return prepared by
- Rogers & Company PLLC
Mission
The mission of the Education & Research Fund of Employee Benefit Research Institute 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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1190398
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y050)
- Assets (IRS master file)
- $2,883,285
- Income (IRS master file)
- $980,512
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $749,385 | $603,752 | $2,613,493 | XML |
| 990 | December 2023 | $560,892 | $667,084 | $2,657,654 | XML |
| 990 | December 2022 | $750,770 | $889,983 | $2,540,502 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1190398).
Questions about EBRI EDUCATION AND RESEARCH FUND
- What is the EIN of EBRI EDUCATION AND RESEARCH FUND?
- The employer identification number (EIN) of EBRI EDUCATION AND RESEARCH FUND is 52-1190398.
- Is EBRI EDUCATION AND RESEARCH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to EBRI EDUCATION AND RESEARCH FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EBRI EDUCATION AND RESEARCH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EBRI EDUCATION AND RESEARCH FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EBRI EDUCATION AND RESEARCH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EBRI EDUCATION AND RESEARCH FUND?
- The 990 for the year ended December 31, 2024 names Barbara Marder.
- Who are the officers and directors of EBRI EDUCATION AND RESEARCH FUND?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does EBRI EDUCATION AND RESEARCH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $749,385, expenses of $603,752 and total assets of $2,613,493 at year end.
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