Nonprofits›Ebri Education And Research Fund

Mutual & Membership Benefit

Ebri Education And Research Fund

WASHINGTON, DC

Total revenue

$749K

Total expenses

$604K

Net assets

$2.2M

Grants received

$333K

17 grants

EIN

521190398

Tax year

2024

Mission

Contribute to sound employee benefit programs through research and education

Programs

1 program

Foundation Public Education.

Expenses: $72K

Financials

FY 2024

Revenue

Contributions & grants$663K
Program service revenue—
Investment income$86K
Other revenue$283
Total revenue$749K

Expenses

Grants paid—
Salaries & benefits—
Fundraising$34K
Other expenses$604K
Total expenses$604K
Total assets$2.6M
Net assets$2.2M

People

12 listed

NameRoleCompensation

Sandy McCarthy

Chair

Board

—

1 hrs/wk

Jon Kessler

Vice Chair

Board

—

1 hrs/wk

Josh Cohen

Past Chair (2021 Emeritus)

Board

—

1 hrs/wk

Lisa Margeson

Research Chair

Board

—

1 hrs/wk

Eric Stevenson

At Large

Board

—

1 hrs/wk

Dan Rosshirt

At Large

Board

—

1 hrs/wk

Edmund F Murphy III

At Large

Board

—

1 hrs/wk

Kelly O' Donnell

At Large

Board

—

1 hrs/wk

Katie Hockenmaier

At Large

Board

—

1 hrs/wk

Sri Reddy

At Large

Board

—

1 hrs/wk

Barbara Marder

President and CEO

Board

—

10 hrs/wk

Abigail Bensimhon

Chief Operating Officer (To 05/24)

Board

—

10 hrs/wk

Independent contractors

Mathew Greenwald & Associates Inc

Surveys

$150K

Grants received

Showing 17 of 17

FromAmountPurposeYear
CHRO Association
$8K
Foundation support
2024
FINRA Investor Education Foundation
$24K
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.
2023
CHRO Association
$8K
Foundation support
2023
AMERICAN SOCIETY OF PENSION
$30K
PROGRAM SUPPORT
2022
FINRA Investor Education Foundation
$24K
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.
2022
CHRO Association
$8K
Foundation support
2022
AMERICAN SOCIETY OF PENSION
$30K
PROGRAM SUPPORT
2021
CHRO Association
$8K
Foundation support
2021
AMERICAN SOCIETY OF PENSION
$29K
PROGRAM SUPPORT
2020
ICI EDUCATION FOUNDATION
$25K
EDUCATION GRANT
2020
AARP
$25K
Support to participate on the American Savings Education Council
2020
CHRO Association
$8K
Foundation support
2020
ICI EDUCATION FOUNDATION
$25K
EDUCATION GRANT
2019
AARP
$25K
Contribution to participate in the American Savings Education Council
2019
ICI EDUCATION FOUNDATION
$25K
EDUCATION GRANT
2018
NETWORK FOR GOOD
$9K
Unrestricted
2018
ICI EDUCATION FOUNDATION
$25K
EDUCATION GRANT
2017

Funded by

$333K from 6 funders · 17 grants · 2017–2024

Ici Education Foundation

$100K · 4 grants · 2017–2020

American Society Of Pension

$88K · 3 grants · 2020–2022

Aarp

$50K · 2 grants · 2019–2020

FINRA Investor Education Foundation

$47K · 2 grants · 2022–2023

CHRO Association

$39K · 5 grants · 2020–2024

Network For Good

$9K · 1 grant · 2018

Details

EIN521190398
NTEE codeY050
Subsection03
Ruling date1996-12
Formed1979
Employees0
Volunteers12
EBRI EDUCATION AND RESEARCH FUND — Mission, Financials & Grants Received | Grantivo