Nonprofit screen
Screen a listEducation & Research Fund of Employee Benefit Research Institute
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$749krevenue
FY2024 · +20% in 3 yrs5 of 5years filed
’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin19.4%
Months of reserve4.0mo
Revenue growth (annualized)−10.6%
Middle half of peersMedianEducation & Research Fund of Employee Benefit Research Institute
Where the money goes FY2024 · $604k spent
Programs$248k41%Management and general$321k53%Fundraising$34k6%990 FY2024 · Part IX line 25
Worth checking2
A funder worth 12% of revenue stopped after FY2021
AARP gave about $42k a year for three years, 12% of revenue in FY2021.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$139k in FY2022 and −$106k in FY2023. Cash covers 4.0 months, under the peer median of 9.8.
990 Part I and balance sheetIn its favor1
Strong governance
12 of 12 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI10funders
$81ka year, last 3 years
31%from its largest funder
Funder’17’18’19’20’21’22’23American Society of Pension Professionals and ActuariesStopped after FY2022$29k$29k$29k$29k$30k$30k–AARPStopped after FY2021$25k$25k$76k–Ici Education FoundationStopped after FY2021$25k$25k$25k$25k$25k–Pharmaceutical Research and Manufacturers of AmericaOn and off$53kFINRA Investor Education FoundationSince FY2022$24k$24kCHRO AssociationSince FY2020$8k$8k$8k$8kDonor-advised giftsDonors not disclosed$9k2 other fundersUp to $14k a year each$6k$6k$14k
FundedThrough a donor-advised fundStopped