Civic Intelligence

Ebri Education and Research Fund

990 • Fiscal year 2020 • EIN 52-1190398

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 30, 2021

Organization ProfileN/A
901 D Street SW No 802Washington, DC 20024-2169

(202) 775-6300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.07x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.16x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

98th percentile

$562,634

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 48.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-1.6%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$2,668,176

Down $362,630 (-12%) from 2019

Net Assets

Up

$2,478,408

Up $96,585 (+4.1%) from 2019

Liabilities

Down

$189,768

Down $459,215 (-71%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin62nd percentile

Revenue

Down

$1,170,613

Down $18,682 (-1.6%) from 2019

Expenses

Down

$1,029,875

Down $57,257 (-5.3%) from 2019

Net Income

Up

$140,738

Up $38,575 (+38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$2,668,176
Liabilities$189,768
Net Assets$2,478,408
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,170,613
Expenses$1,029,875
Net Income$140,738
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 30, 2021
Return Version
2020v4.1
Gross Receipts
$1,427,913
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$2,585,050$2,566,302▼ $18,748
Savings and Temporary Cash Investments$444,234$51,281▼ $392,953
Pledges and Grants Receivable$0$49,602▲ $49,602
Land, Buildings, and Equipment, Net$1,522$0▼ $1,522
Total Assets$3,030,806$2,668,176▼ $362,630
Other Assets Total$0$991▲ $991
Liabilities
Accounts Payable and Accrued Expenses$321,233$0▼ $321,233
Deferred Revenue$327,750$189,768▼ $137,982
Total Liabilities$648,983$189,768▼ $459,215
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,381,823$2,440,846▲ $59,023
Net Assets With Donor Restrictions$0$37,562▲ $37,562
Total Net Assets Fund Balance$2,381,823$2,478,408▲ $96,585
Total Liabilities and Net Assets / Fund Balance$3,030,806$2,668,176▼ $362,630

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$117,594$117,594
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Lori LucasPresident and CEO
Abigail BensimhonChief Operating Officer
Dan HoustonCommittee Member
Daniel RosshirtCommittee Member
David KasiarzCommittee Member
Jon KesslerCommittee Member
Josh CohenCommittee Member
Judith MaresCommittee Member
Neil LloydCommittee Member
Stacy SchausCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,159,837
Program Service Revenue
$871
Investment Income
$-914
Other Revenue
$10,819
All Other Contributions
$1,159,837
Change in Net Assets
$140,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,164,886
Revenue Not Reported on Financial Statements
$5,727
Revenue Not Reported on Form 990
$2,700,391
Total Revenue per Audited Statements
$3,865,277
Total Revenue per Form 990
$1,170,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,029,875
Total Fundraising Expense$32,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$598,359-$598,359
Fees for Services Other$262,016$66,708$27,424$356,148
Information Technology$31,059$7,908$3,251$42,218
Fees for Services Legal$12,153$3,094$1,272$16,519
Fees for Services Accounting-$8,000-$8,000
Fees for Service Investment Mgmnt Fees-$5,727-$5,727
Depreciation Depletion$1,119$286$117$1,522
Travel$996$254$104$1,354
Office Expenses$18$6$4$28
Total Functional Expenses$307,361$690,342$32,172$1,029,875

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,217,486
Expenses Not Reported on Form 990$3,193,338
Total Expenses per Form 990$1,029,875
Expenses per Audited Statements$1,024,148
Expenses Not Reported on Financial Statements$5,727
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 No 802, Washington, DC 20024-2169

Signing Officer

Name
Abigail Bensimhon
Title
Chief Operating Officer
Phone
2027756300
Signed
2021-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Lucas
Formed
1979
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
67

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Lori A Collingsworth
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 262,016. Management and general expenses 66,708. Fundraising expenses 27,424. Total expenses 356,148.”

Form 990, Part XII, Line 1

“The Organization changed from a modified cash basis of accounting to an accrual basis of accounting.”

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 2,692,670.”

Part XII, Line 2D - Other Adjustments:

“Consolidated entity expenses and eliminations 3,193,338.”

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IRS990/OfficeExpensesGrp/TotalAmt028
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0991
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Reimbursed overhead
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0598359
IRS990/OtherExpensesGrp/TotalAmt0598359
IRS990/OtherOrganizationDsc0Fund
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt049602
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Lori Lucas
IRS990/PriorPeriodAdjustmentsAmt0-51874
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0511120
IRS990/ProgramServiceRevenueGrp/Desc0Publications
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0871
IRS990/ProgSrvcAccomActy2Grp/Desc0American Savings Education Council:The American Savings Education Council Program publishes information to raise public awareness about what is necessary to ensure financial security for retirement and works with both employers and employees through seminars, publications, etc. to educate them about various financial resources to ensure economic security at retirement. Conducted within ASEC is the Choose to Save Program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt095643
IRS990/ProgSrvcAccomActy3Grp/Desc0Foundation Public Education:
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt021735
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0871
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01098600
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt073938
IRS990/PYOtherExpensesAmt01087132
IRS990/PYOtherRevenueAmt016160
IRS990/PYProgramServiceRevenueAmt0597
IRS990/PYRevenuesLessExpensesAmt0102163
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01087132
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01189295
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0140738
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt010819
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt010819
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0444234
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01159837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01098600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0911250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0859032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01105624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05134343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt059723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt082914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt073744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt074595
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0371411
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0127840
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68050
IRS990ScheduleA/PublicSupportPY170Pct00.66650
IRS990ScheduleA/PublicSupportTotal170Amt03746433
IRS990ScheduleA/SubstantialContributorsTotAmt01387910
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01159837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01098600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0911250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0859032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01105624
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05134343
IRS990ScheduleA/TotalSupportAmt05505754
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/DepreciationAmt0117594
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0117594
IRS990ScheduleD/ExpensesNotReportedAmt03193338
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05727
IRS990ScheduleD/ExpensesSubtotalAmt01024148
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05727
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05727
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07721
IRS990ScheduleD/OtherExpensesIncludedAmt03193338
IRS990ScheduleD/OtherRevenueAmt02692670
IRS990ScheduleD/RevenueNotReportedAmt02700391
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05727
IRS990ScheduleD/RevenueSubtotalAmt01164886
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 2,692,670.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Consolidated entity expenses and eliminations 3,193,338.
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/TotalExpensesPerForm990Amt01029875
IRS990ScheduleD/TotalRevenuePerForm990Amt01170613
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03865277
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04217486
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0100000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0400000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1173937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt049683
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt112158
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt17594
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0516
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1230
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lori Lucas
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Abigail Bensimhon
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President and CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Chief Operating Officer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0562634
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1193919
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Methods used by related organization, Employee Benefit Research Institute, to establish compensation: Approval by the board or compensation committee
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Directors of the Fund consist of members of the EBRI Executive Committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Fund has no additional committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Form 990 is reviewed by management and all committee members for approval before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Under the Organization's (ERF) conflict of interest policy, committee members are under a continuous obligation to disclose any conflict of interest that may arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Governing documents are disclosed upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Research and other professional fees: Program service expenses 262,016. Management and general expenses 66,708. Fundraising expenses 27,424. Total expenses 356,148.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The Organization changed from a modified cash basis of accounting to an accrual basis of accounting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Heading, Item K, Form of Organization:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,668,176
Liabilities
$189,768
Net assets
$2,478,408
Revenue
$1,170,613
Expenses
$1,029,875
Net income
$140,738
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