Civic Intelligence

Education & Research Fund Of

EIN 52-1190398 • 501(c)3 • Washington, DC

Profile

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.

901 D Street SW 802Washington, DC 20024-2169

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.57x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-1.7%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

34%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$2,613,493

Down $44,161 (-1.7%) from 2023

Liabilities

Down

$423,528

Down $232,493 (-35%) from 2023

Net Assets

Up

$2,189,965

Up $188,332 (+9.4%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin73rd percentile

Revenue

Up

$749,385

Up $188,493 (+34%) from 2023

Expenses

Down

$603,752

Down $63,332 (-9.5%) from 2023

Net Income

Up

$145,633

Up $251,825 (+237%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,093,572Liabilities 2011: $637,250Net Assets 2011: $5,456,3222011Assets 2012: $6,065,355Liabilities 2012: $462,500Net Assets 2012: $5,602,8552012Assets 2013: $5,867,897Liabilities 2013: $586,000Net Assets 2013: $5,281,8972013Assets 2014: $5,483,821Liabilities 2014: $793,558Net Assets 2014: $4,690,2632014Assets 2015: $5,134,557Liabilities 2015: $811,156Net Assets 2015: $4,323,4012015Assets 2016: $4,100,157Liabilities 2016: $517,532Net Assets 2016: $3,582,6252016Assets 2017: $3,050,668Liabilities 2017: $313,000Net Assets 2017: $2,737,6682017Assets 2018: $2,663,419Liabilities 2018: $414,704Net Assets 2018: $2,248,7152018Assets 2019: $3,030,806Liabilities 2019: $648,983Net Assets 2019: $2,381,8232019Assets 2020: $2,668,176Liabilities 2020: $189,768Net Assets 2020: $2,478,4082020Assets 2021: $2,440,477Liabilities 2021: $209,500Net Assets 2021: $2,230,9772021Assets 2022: $2,540,502Liabilities 2022: $514,934Net Assets 2022: $2,025,5682022Assets 2023: $2,657,654Liabilities 2023: $656,021Net Assets 2023: $2,001,6332023Assets 2024: $2,613,493Liabilities 2024: $423,528Net Assets 2024: $2,189,9652024

Highlighted filing

2024

Assets$2,613,493
Liabilities$423,528
Net Assets$2,189,965
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,411,651Expenses 2011: $1,147,179Net Income 2011: $264,4722011Revenue 2012: $1,368,512Expenses 2012: $1,223,367Net Income 2012: $145,1452012Revenue 2013: $1,227,307Expenses 2013: $1,523,313Net Income 2013: -$296,0062013Revenue 2014: $1,259,745Expenses 2014: $1,809,206Net Income 2014: -$549,4612014Revenue 2015: $1,514,280Expenses 2015: $1,797,205Net Income 2015: -$282,9252015Revenue 2016: $1,188,258Expenses 2016: $1,999,230Net Income 2016: -$810,9722016Revenue 2017: $966,469Expenses 2017: $1,816,915Net Income 2017: -$850,4462017Revenue 2018: $1,025,112Expenses 2018: $1,477,337Net Income 2018: -$452,2252018Revenue 2019: $1,189,295Expenses 2019: $1,087,132Net Income 2019: $102,1632019Revenue 2020: $1,170,613Expenses 2020: $1,029,875Net Income 2020: $140,7382020Revenue 2021: $623,216Expenses 2021: $871,649Net Income 2021: -$248,4332021Revenue 2022: $750,770Expenses 2022: $889,983Net Income 2022: -$139,2132022Revenue 2023: $560,892Expenses 2023: $667,084Net Income 2023: -$106,1922023Revenue 2024: $749,385Expenses 2024: $603,752Net Income 2024: $145,6332024

Highlighted filing

2024

Revenue$749,385
Expenses$603,752
Net Income$145,633
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,613,493
Liabilities
$423,528
Net assets
$2,189,965
Revenue
$749,385
Expenses
$603,752
Net income
$145,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.42$2.19$0.75$0.60$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.66$2.00$0.56$0.67$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.51$2.03$0.75$0.89$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.21$2.23$0.62$0.87$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.19$2.48$1.17$1.03$0.14
2019Summary only. Only limited summary data is available for this year.$3.03$0.65$2.38$1.19$1.09$0.10
2018Summary only. Only limited summary data is available for this year.$2.66$0.41$2.25$1.03$1.48$0.45
2017Summary only. Only limited summary data is available for this year.$3.05$0.31$2.74$0.97$1.82$0.85
2016Summary only. Only limited summary data is available for this year.$4.10$0.52$3.58$1.19$2.00$0.81
2015Summary only. Only limited summary data is available for this year.$5.13$0.81$4.32$1.51$1.80$0.28
2014Summary only. Only limited summary data is available for this year.$5.48$0.79$4.69$1.26$1.81$0.55
2013Summary only. Only limited summary data is available for this year.$5.87$0.59$5.28$1.23$1.52$0.30
2012Summary only. Only limited summary data is available for this year.$6.07$0.46$5.60$1.37$1.22$0.15
2011Summary only. Only limited summary data is available for this year.$6.09$0.64$5.46$1.41$1.15$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 10, 2025
Return Version
2024v5.2
Gross Receipts
$3,019,181
Mission and Program Overview

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.

Contribute to sound employee benefit programs through research and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,186,339$2,304,470▲ $118,131
Savings and Temporary Cash Investments$441,054$199,371▼ $241,683
Pledges and Grants Receivable$13,686$12,150▼ $1,536
Prepaid Expenses and Deferred Charges$16,575$1,125▼ $15,450
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,657,654$2,613,493▼ $44,161
Other Assets Total$0$96,377▲ $96,377
Liabilities
Other Liabilities$392,041$0▼ $392,041
Deferred Revenue$225,500$284,850▲ $59,350
Accounts Payable and Accrued Expenses$38,480$138,678▲ $100,198
Total Liabilities$656,021$423,528▼ $232,493
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,001,633$2,189,965▲ $188,332
Total Net Assets Fund Balance$2,001,633$2,189,965▲ $188,332
Total Liabilities and Net Assets / Fund Balance$2,657,654$2,613,493▼ $44,161

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$37,560$37,560
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Sandy McCarthyChair
Josh CohenPast Chair (2021 Emeritus)
Lisa MargesonResearch Chair
Barbara MarderPresident and CEO
Jon KesslerVice Chair
Dan RosshirtAt Large
Edmund F Murphy IIIAt Large
Eric StevensonAt Large
Katie HockenmaierAt Large
Kelly O' DonnellAt Large
Sri ReddyAt Large
Abigail BensimhonChief Operating Officer (To 05/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Mathew Greenwald & Associates IncSurveys4201 Connecticut Ave NW Ste 620, Washington, DC 20008$150,091
Revenue and Support

Revenue Composition

Contributions and Grants
$662,812
Program Service Revenue
$0
Investment Income
$86,290
Other Revenue
$283
All Other Contributions
$662,812
Change in Net Assets
$145,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$744,789
Revenue Not Reported on Financial Statements
$4,596
Revenue Not Reported on Form 990
$3,880,994
Total Revenue per Audited Statements
$4,625,783
Total Revenue per Form 990
$749,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$603,752
Total Fundraising Expense$33,884
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$246,601-$246,601
Fees for Services Other$168,566$46,844$22,987$238,397
Conferences and Meetings$79,860$22,183$10,890$112,933
Fees for Service Investment Mgmnt Fees-$4,596-$4,596
Office Expenses-$1,150-$1,150
Information Technology$53$15$7$75
Total Functional Expenses$248,479$321,389$33,884$603,752

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,482,525
Expenses Not Reported on Form 990$3,883,369
Total Expenses per Form 990$603,752
Expenses per Audited Statements$599,156
Expenses Not Reported on Financial Statements$4,596
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“As a separate, segregated fund established under the bylaws of EBRI, the Fund is under the control of an Education & Research Fund Committee consisting of the members of the EBRI Executive Committee.”

Form 990, Part VI, Section A, line 7A

“Directors of the Fund consist of members of the EBRI Executive Committee.”

Form 990, Part VI, Section A, line 8B

“The Fund has no additional committees.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is reviewed by management and all committee members for approval before filing.”

Form 990, Part VI, Section B, line 12C

“Under the Organization's (ERF) conflict of interest policy, committee members are under a continuous obligation to disclose any conflict of interest that may arise.”

Form 990, Part VI, Section C, line 19

“Governing documents are disclosed upon request.”

Filing and Contact Details

Filer

Filer Name
Education & Research Fund of
EIN
52-1190398
Phone
2027756300
Address
901 D Street SW 802, Washington, DC 20024-2169

Signing Officer

Name
Barbara Marder
Title
President & CEO
Phone
2027756300
Signed
2025-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Marder
Formed
1979
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Yong Zhang CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“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.”

Form 990, Heading, Item K, Form of Organization:

“The Education & Research Fund of Employee Benefit Research Institute (EBRI) is a separate, segregated fund established under the bylaws of EBRI, a Section 501(c)(6) organization, to operate exclusively for charitable and educational purposes.”

Form 990, Part IX, line 11G

“Research and other professional fees: Program service expenses 168,566. Management and general expenses 46,844. Fundraising expenses 22,987. Total expenses 238,397.”

Financial Statement Notes

Part X, Line 2:

“Management has evaluated the Organization's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions.”

Part XI, Line 2D - Other Adjustments:

“Consolidated entity revenue and eliminations 3,838,295.”

Part XII, Line 2D - Other Adjustments:

“Consolidated entity expenses and eliminations 3,883,369.”

Raw XML AppendixShowing 400 of 542 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Josh Cohen
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Past Chair (2021 Emeritus)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Research Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt5At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt6At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt7At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt8At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt10President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chief Operating Officer (To 05/24)
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-16224
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02253572
IRS990/GrossReceiptsAmt03019181
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt015
IRS990/InformationTechnologyGrp/ProgramServicesAmt053
IRS990/InformationTechnologyGrp/TotalAmt075
IRS990/InvestmentIncomeGrp/ExclusionAmt0102514
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102514
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02186339
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02304470
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037560
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt037560
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02269796
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02001633
IRS990/NetAssetsOrFundBalancesEOYAmt02189965
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16224
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16224
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt042699
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02001633
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02189965
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01150
IRS990/OfficeExpensesGrp/TotalAmt01150
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt096377
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Reimbursed overhead
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0246601
IRS990/OtherExpensesGrp/TotalAmt0246601
IRS990/OtherLiabilitiesGrp/BOYAmt0392041
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0Fund
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt0283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0283
IRS990/OtherRevenueTotalAmt0283
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt013686
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012150
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016575
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01125
IRS990/PrincipalOfficerNm0Barbara Marder
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Foundation Public Education.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt071532
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0507378
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053514
IRS990/PYOtherExpensesAmt0667084
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-106192
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0667084
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0560892
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0145633
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0441054
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0199371
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income - 2024 Amount: $ 283.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0662812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0507378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0694697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0590268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01159837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03614992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt090903
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt056073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030871
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt059723
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0340084
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0283
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0283
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75810
IRS990ScheduleA/PublicSupportPY170Pct00.75270
IRS990ScheduleA/PublicSupportTotal170Amt02998676
IRS990ScheduleA/SubstantialContributorsTotAmt0616316
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0662812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0507378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0694697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0590268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01159837
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03614992
IRS990ScheduleA/TotalSupportAmt03955359
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037560
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037560
IRS990ScheduleD/ExpensesNotReportedAmt03883369
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04596
IRS990ScheduleD/ExpensesSubtotalAmt0599156
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04596
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04596
IRS990ScheduleD/NetUnrealizedGainsInvstAmt042699
IRS990ScheduleD/OtherExpensesIncludedAmt03883369
IRS990ScheduleD/OtherRevenueAmt03838295
IRS990ScheduleD/RevenueNotReportedAmt03880994
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04596
IRS990ScheduleD/RevenueSubtotalAmt0744789
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management has evaluated the Organization's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Consolidated entity revenue and eliminations 3,838,295.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Consolidated entity expenses and eliminations 3,883,369.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0603752
IRS990ScheduleD/TotalRevenuePerForm990Amt0749385
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04625783
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04482525
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt088333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0399493
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt188488
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt12870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020068
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110103
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0792
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt150215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Barbara Marder
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Abigail Bensimhon
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President and CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Chief Operating Officer (To 05/24)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0508686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1151676
IRS990ScheduleJ/SeverancePaymentInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0One of the officers received a severance payment from the related organization during FY 2024, which was properly reported on the employee's 2024 W2, Part VII, and Schedule J, Part II Column B(ii). The severance agreement is confidential and will be provided to the IRS upon request.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1The President & CEO's bonus is tied to the Organization's performance and exceeding NOI.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2The President & CEO's bonus is tied to the Organization's performance and exceeding NOI.

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