Washington, D.C. · Nonprofit
Education & Research Fund of Employee Benefit Research Institute
Education & Research Fund of Employee Benefit Research Institute (Washington, D.C.) receives grants from 10 organizations whose IRS filings report $602,097 to it, the largest being AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES ($173,500). 6 of them have funded it in more than one year.
- Revenue FY2024
- $749k
- Funders on record
- 10
- Grants received
- $602k
- Net assets
- $2.2M
What Education & Research Fund of Employee Benefit Research Institute does
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.
As stated on its FY2024 Form 990.
Programs
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.
$176,947 spent71% of program spendingFoundation Public Education.
$71,532 spent29% of program spending
The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $248,479.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $2.7M to $2.4M (−9%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
88% of Education & Research Fund of Employee Benefit Research Institute’s revenue is contributions — more reliant on donations than three-quarters of its peers (1% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 5 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Barbara Marder
President and CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 3 funders, grant income fell $59k → $45k.
1 of 10 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 1% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Education & Research Fund of Employee Benefit Research Institute’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Education & Research Fund of Employee Benefit Research Institute has a broad base — no single funder exceeds 29% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
97% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Education & Research Fund of Employee Benefit Research Institute.
Largest funder’s share by year: 2017 48% · 2018 42% · 2019 40% · 2020 33% · 2021 55% · 2022 49% · 2023 52% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
43% of Education & Research Fund of Employee Benefit Research Institute's funders are still giving 3 years after their first grant; 60% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
51% of Education & Research Fund of Employee Benefit Research Institute's grant income comes from Washington, D.C. funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $9k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Education & Research Fund of Employee Benefit Research Institute runs a healthier operating margin than half of the 1,872 membership benefit nonprofits its size.
this organization peer median middle 50% of peers· 1,872 membership benefit nonprofits $100k–$1M, FY2024
Government funding Education & Research Fund of Employee Benefit Research Institute receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $124k on record.
- Consumer Financial Protection Bureau$71k
- Department of the Treasury$53k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like Education & Research Fund of Employee Benefit Research Institute
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Washington, D.C.
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
41% of spending goes to programs.
Governance
Public support
76%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Part of a family of 1 related entity
- Employee Benefit Research Institute · exempt
Screen this organization
A dated, signed PDF of the compliance screen for Education & Research Fund of Employee Benefit Research Institute: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Education & Research Fund of Employee Benefit Research Institute?
- Education & Research Fund of Employee Benefit Research Institute (Washington, D.C.) receives grants from 10 organizations whose IRS filings report $602,097 to it, the largest being AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES ($173,500). 6 of them have funded it in more than one year.
- How many funders does Education & Research Fund of Employee Benefit Research Institute have?
- IRS filings report 10 organizations giving $602,097 in grants to Education & Research Fund of Employee Benefit Research Institute, 6 of which have funded it in more than one year.
- Who is the largest funder of Education & Research Fund of Employee Benefit Research Institute?
- AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES is the largest funder on record, with $173,500 in grants. The full list of funders is on this page.
- How can an organization like Education & Research Fund of Employee Benefit Research Institute find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Education & Research Fund of Employee Benefit Research Institute →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2020–2024), and the filings of 10 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing