The Nonprofit Comparables Assessor^™ & Tax-Exempt Survey is an easy-to-use desktop program that converts the compensation data reported to the IRS on Forms 990, 990-EZ, and 990-PF into infinite combinations of reports and analyses. The interactive graphs and screens present data on compensation of over 28 million incumbents reported on over 3 million forms representing 759 thousand unique organizations, searchable by subsector, geography, size, and date. All pay data reported from 1998 to the present are included, and the source documents are easily viewed with an Internet link.

ERI digitizes smaller organizations, foundations and those missed from data leased from GuideStar © 2002-2010, Philanthropic Research, Inc. Click on a graphic dot and retrieve source documents; this one feature of ERI applications is what separates ERI from other survey providers and why the IRS uses Assessor Series in 17 offices and no other sources. The Assessor is available in 2 versions – Professional (for compensation planning) and Consultant (for boards and in-depth research and consulting).

Professional Edition Consultant Edition
Download a Free Demonstration Edition!
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Demo Edition Nonprofit Comparables Assessor (CA Demo) is for salary planning and includes the following features:

• Search, rank, and sort by subsector, geographic area, date, and size (revenue, assets, or grants)
• Calculate average competitive compensation levels, along with user-selected ranges and percentiles, for 90 nonprofit executive job titles and functions
• Provide benchmarks for compensation planning from the most recent publicly available data
• Include information from the 100,000 nonprofit organizations that pay within one standard deviation of the competitive average
• Access source documents from the most recently digitized Forms 990, 990-EZ, and 990-PF (source data OCR/digitized by ERI, GuideStar, and Urban Institute under license)
• Free

Example screens:

Analyze by Size, Industry, Location, and Job Function	Rank Source Organizations by Size, Alpha, etc.
Click on images to enlarge

Professional Edition Nonprofit Comparables Assessor (CA) is for in-depth research for organizations that wish to compare their executive pay practices with those in the for-profit arena. These features are included:

• All CA Demo Edition data and features, plus sophisticated analyses tools
• Access source documents with one click (on a "square dot"), including the most recently digitized Forms 990, 990-EZ, and 990-PF
• Adds all organizations above, below, and beyond ±1.0 standard deviation, enabling analyses of outliers, including Web searches for directors or officers earning $0
• Adds business contractor as a "position" to allow analysis of Schedule A contractor data
• Enhances CA Demo Edition with tabs for contractors, comparables history, trend, and additional analyses
• Provides the ability to group peer organizations, including for-profit data, with the detailed compensation comparables needed for a "rebuttable presumption of reasonableness" that protects an exempt organization from the imposition of intermediate sanctions taxes, penalties, and interest by the IRS (IRC 4958)
• Incorporates ERI Executive Compensation Assessor™ & Survey data (shown as a "round dot"), allowing the comparison of for-profit comparables from publicly traded entities (data gathered from SEC 10-Ks and proxies, 1994 to present); this data has been used by the IRS National Appeals Office since 1989
• Adds historic data for over 200,000 organizations, over 23 million lines of data, some starting in 1992
• $889/annual subscription

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Example Screens

Access Historical and Non-Compensated Employee Databases	Select and Create Customized Comparable Reports
Review the History of Form 990 Filings	Create a Trend Analysis
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Consultant Edition Nonprofit Comparables Assessor (CA+) is for in-depth research for consulting, board governance, or litigation support. Features include the following:

• All Professional Edition (CA) data and features, plus sophisticated analyses tools
• Crosswalks to ERI's Occupational Assessor's Potential Employer file with 39 million names in a robust semantic search research of affiliations
• Enhances CA with tabs for semantic searches (Full Xwalk) and state-specific analyses (State Analysis)
• Provides the ability to group peer organizations, the detailed compensation comparables needed for a "rebuttable presumption of reasonableness" that protects an exempt organization from the imposition of intermediate sanctions taxes, penalties, and interest by the IRS (IRC 4958)
• Used by consultants, attorneys, and accountants, as well as foundations and large national organizations (10 NASCO state charity offices and IRS National TEE are multi-copy subscribers); reports rates of error, satisfies Daubert Challenge rules
• $2,389/annual subscription

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Example Screens

State-Specific Analyses	Full Xwalk Semantic Searches
Click on images to enlarge

ERI Salary Surveys (for-profit US, Canada, Italy, UK, and France companies) and in the US, for nonprofits: Abbott, Langer Association Surveys (providing tax-exempt and association sponsored compensation information since 1967)

These $489 - $689 traditional salary surveys offer pure employer-provided survey input with data for both executive and non-managerial jobs.

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ERI Economic Research Institute, Inc. is a leader in compensation and job content information. Based in Redmond, Washington, ERI provides salary survey and cost-of-living research reports and software to annual subscribers for salary planning and/or Board or litigation support. With information gathered from OCR/digitization, web services, data-mining, both old-fashioned and new patented survey methodologies, and an extensive survey library, ERI’s staff of 50 provides subscribers with data including assessments on salary, relocation, cost of living and executive compensation. ERI’s compensation databases contain 20 years of collected data used by subscribers to analyze salary ranges, set competitive pay, research salary survey and geographic pay, establish relocation allowances, determine merit increases, prepare CEO and other executive compensation reports, and assess private industry and nonprofit salaries. ERI’s data covers the United States, Canada, the United Kingdom, and other countries throughout Europe. Over 10,000 annual subscribers worldwide rely on ERI for either primary or secondary source materials.