NATIONAL OPINION RESEARCH CENTER: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL OPINION RESEARCH CENTER (EIN 36-2167808)
- Tax period
- 2021-12-26 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349305195
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T12:12:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK STREET SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-12-26 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL OPINION RESEARCH CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 3127594000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 E MONROE STREET 20TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN BEATTY | PersonNm |
| Person Title | CFO/EVP/TREASURER | PersonTitleTxt |
| Phone | 3127594000 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLEN | PersonFirstNm |
| Person Last | BEATTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET T ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELLEN BEATTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 E MONROE STREET 20TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $333,216,582 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | CONDUCT RESEARCH AND DATA SCIENCE ON CRITICAL SOCIETAL ISSUES TO (CONTINUED IN SCHEDULE O)GUIDE DECISION-MAKING AND THE DEVELOPMENT OF PROGRAMS AND PUBLIC POLICY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 5002 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $10,597,828 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $946,299 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $201,836,336 | PYContributionsGrantsAmt |
| CY Contributions Grants | $237,027,059 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,737,894 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $87,477,455 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,185,876 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,070,997 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $293,760,106 | PYTotalRevenueAmt |
| CY Total Revenue | $325,575,511 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $161,291,608 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $176,456,665 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $124,074,471 | PYOtherExpensesAmt |
| CY Other Expenses | $141,774,086 | CYOtherExpensesAmt |
| PY Total Expenses | $285,366,079 | PYTotalExpensesAmt |
| CY Total Expenses | $318,230,751 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,394,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,344,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $171,487,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,266,219 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,481,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,105,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,006,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,160,476 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE ONORC AT THE UNIVERSITY OF CHICAGO CONDUCTS RESEARCH AND DATA SCIENCE ON CRITICAL SOCIETAL ISSUES TO GUIDE DECISION-MAKING AND THE DEVELOPMENT OF PROGRAMS AND PUBLIC POLICY. OUR EXPERTS IDENTIFY RELATIONSHIPS AND TRENDS, AND EVALUATE PROGRAMS AND INTERVENTIONS, IN THE AREAS OF ECONOMICS, MARKETS, AND THE WORKFORCE; EDUCATION, TRAINING, AND LEARNING; GLOBAL DEVELOPMENT; HEALTH AND WELL-BEING; AND SOCIETY, MEDIA, AND PUBLIC AFFAIRS. IN THE COURSE OF THIS WORK, THEY ADVANCE RESEARCH METHODS AND TECHNOLOGIES, AND FOSTER THE RESPONSIBLE AND SCIENTIFICALLY RIGOROUS USE OF DATA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $216,167,823 | ExpenseAmt |
| Revenue | $87,477,455 | RevenueAmt |
| Desc | SEE SCHEDULE ONORC AT THE UNIVERSITY OF CHICAGO IS AN INDEPENDENT RESEARCH INSTITUTION THAT DELIVERS RELIABLE DATA AND RIGOROUS ANALYSIS TO GUIDE CRITICAL PROGRAMMATIC, BUSINESS, AND POLICY DECISIONS. SINCE 1941, NORC HAS CONDUCTED GROUNDBREAKING STUDIES, CREATED AND APPLIED INNOVATIVE METHODS AND TOOLS, AND ADVANCED PRINCIPLES OF SCIENTIFIC INTEGRITY AND COLLABORATION. TODAY, GOVERNMENT, CORPORATE, AND NONPROFIT CLIENTS AROUND THE WORLD PARTNER WITH NORC TO TRANSFORM INCREASINGLY COMPLEX INFORMATION INTO USEFUL KNOWLEDGE. OUR COMPREHENSIVE AND INTEGRATED SERVICES SPAN THE RESEARCH CYCLE AND OFFER SOLUTIONS THAT ANTICIPATE AND ADDRESS CRITICAL NEEDS IN RESEARCH AND DATA SCIENCE.THOSE SERVICES INCLUDE:. STRATEGY AND PLANNING. DESIGN AND METHODOLOGY. DATA COLLECTION AND MANAGEMENT. ANALYTICS AND DATA SCIENCE. POLICY ANALYSIS, PROGRAM IMPLEMENTATION AND EVALUATION. STRATEGIC COMMUNICATION AND DISSEMINATIONOUR AREAS OF RESEARCH FOCUS INCLUDE:. ECONOMICS, MARKETS, AND THE WORKFORCE. EDUCATION, TRAINING, AND LEARNING. GLOBAL DEVELOPMENT. HEALTH AND WELL-BEING. SOCIETY, MEDIA AND PUBLIC AFFAIRS | Desc |
| Total Program Service Expenses | $216,167,823 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 549 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5002 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLEN BEATTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127594000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 E MONROE STREET 20TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL GAYLIN | ||||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $1,091,544 | $0 | $58,935 | ||||
| KAY YEE C LEE | ||||||||||
| TRUSTEE | 1.00 | 40.00 | $0 | $866,502 | $54,997 | Yes (X) | ||||
| KATHERINE BAICKER | ||||||||||
| TRUSTEE | 1.00 | 40.00 | $0 | $752,616 | $48,427 | Yes (X) | ||||
| ROBERT GERTNER | ||||||||||
| CHAIR & TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $721,151 | $51,439 | Yes (X) | |||
| ELLEN BEATTY | ||||||||||
| CFO/EVP/TREASURER | 40.00 | 0.00 | Yes (X) | $620,296 | $0 | $39,446 | ||||
| MICHELE NACHBAR | ||||||||||
| CSO/EVP/SECRETARY | 40.00 | 0.00 | Yes (X) | $598,641 | $0 | $52,145 | ||||
| RON JUREK | ||||||||||
| CIO/EVP | 40.00 | 0.00 | $567,123 | $0 | $60,416 | Yes (X) | ||||
| MICHAEL DAVERN | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | $516,529 | $0 | $60,385 | Yes (X) | ||||
| JEFFREY TELGARSKY | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | $509,464 | $0 | $42,546 | Yes (X) | ||||
| SUSAN PADDOCK | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | $480,384 | $0 | $60,416 | Yes (X) | ||||
| J MARK HANSEN | ||||||||||
| TRUSTEE | 1.00 | 40.00 | $0 | $470,280 | $45,071 | Yes (X) | ||||
| AMANDA WOODWARD | ||||||||||
| TRUSTEE | 1.00 | 40.00 | $0 | $454,026 | $24,416 | Yes (X) | ||||
| JOHN DENNIS | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $394,259 | $0 | $57,566 | Yes (X) | ||||
| ANGELA DEBELLO | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $412,240 | $0 | $30,500 | Yes (X) | ||||
| CAROLINE PEARSON | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $406,701 | $0 | $35,378 | Yes (X) | ||||
| GREG LANIER | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $384,030 | $0 | $57,566 | Yes (X) | ||||
| ED MULROW | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $378,375 | $0 | $30,760 | Yes (X) | ||||
| CAITLIN OPPENHEIMER | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $367,930 | $0 | $33,350 | Yes (X) | ||||
| DIANE LAUDERDALE | ||||||||||
| TRUSTEE | 1.00 | 40.00 | $0 | $364,854 | $24,416 | Yes (X) | ||||
| LISA BLUMERMAN | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $344,508 | $0 | $41,413 | Yes (X) | ||||
| VARUNI DAYARATNA | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $325,948 | $0 | $48,003 | Yes (X) | ||||
| MICHELLE STROLLO | ||||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $313,433 | $0 | $32,533 | Yes (X) | ||||
| KIRK WOLTER | ||||||||||
| DISTINGUISHED SENIOR FELLOW | 40.00 | 0.00 | $252,914 | $0 | $45,762 | Yes (X) | ||||
| DAVID NIRENBERG | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $47,540 | $3,127 | Yes (X) | ||||
| KERWIN CHARLES | ||||||||||
| VICE CHAIR & TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAVID APATOFF | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARY LOUISE GORNO | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| RAYNARD S KINGSTON | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| RAINA MERCHANT | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| RALPH W MULLER | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JUDITH M TANUR | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| GAIL R WILENSKY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,964,319 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,676,969 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,039,013 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 531 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRESS AMERICA | |||||
| 661 FARGO AVENUE | ELK GROVE VILLAGE | IL | 60007 | PRINTING/MAILOUT | $8,643,174 |
| VIRTUAL INCENTIVES | |||||
| 1401 ROUTE 52 SUITE 101B | FISHKILL | NY | 12524 | RESPONDENT INCENTIVE VENDOR | $4,129,260 |
| FEDEX | |||||
| PO BOX 371461 | PITTSBURGH | PA | 152507461 | MAILOUT | $1,532,391 |
| AHEAD LLC | |||||
| 150 S WACKER DRIVE SUITE 2500 | CHICAGO | IL | 60606 | INFO TECH | $1,448,893 |
| PRECISE PRINTING & MAILING | |||||
| 168 BEACON STREET | SOUTH SAN FRANCISCO | CA | 94080 | DATA COLLECTION/MAILOUT | $1,113,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 115 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $250,000 | RelatedOrganizationsAmt |
| Government Grants | $236,777,059 | GovernmentGrantsAmt |
| Total Contributions | $237,027,059 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC OPINION RSRCH. | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $87,477,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,879,627 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,597,828 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $87,477,455 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $830,006 | TotalRevenueColumnAmt |
| Exclusion | $830,006 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,882,062 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,574,141 | SecuritiesAmt |
| Other | $66,930 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $307,921 | SecuritiesAmt |
| Other | -$66,930 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,991 | TotalRevenueColumnAmt |
| Exclusion | $240,991 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,575,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,879,627 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,597,828 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,070,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,265,388 | TotalAmt |
| Program Services | $584,107 | ProgramServicesAmt |
| Management And General | $5,681,281 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,907 | TotalAmt |
| Program Services | $150,626 | ProgramServicesAmt |
| Management And General | $136,281 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,436,636 | TotalAmt |
| Program Services | $87,675,737 | ProgramServicesAmt |
| Management And General | $35,760,899 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,036,599 | TotalAmt |
| Program Services | $7,809,992 | ProgramServicesAmt |
| Management And General | $5,226,607 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,404,068 | TotalAmt |
| Program Services | $18,962,536 | ProgramServicesAmt |
| Management And General | $3,441,532 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,027,067 | TotalAmt |
| Program Services | $6,538,633 | ProgramServicesAmt |
| Management And General | $4,488,434 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,460 | TotalAmt |
| Management And General | $558,460 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,646,688 | TotalAmt |
| Management And General | $2,646,688 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,043 | TotalAmt |
| Management And General | $240,043 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,317 | TotalAmt |
| Management And General | $68,317 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,451,580 | TotalAmt |
| Program Services | $59,043,843 | ProgramServicesAmt |
| Management And General | $4,407,737 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,662,696 | TotalAmt |
| Program Services | $12,105,427 | ProgramServicesAmt |
| Management And General | $557,269 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,913,665 | TotalAmt |
| Program Services | $12,987,857 | ProgramServicesAmt |
| Management And General | $2,925,808 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,938,056 | TotalAmt |
| Management And General | $8,938,056 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,984,751 | TotalAmt |
| Program Services | $2,974,151 | ProgramServicesAmt |
| Management And General | $1,010,600 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,798 | TotalAmt |
| Management And General | $224,798 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,317,368 | TotalAmt |
| Management And General | $8,317,368 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,009 | TotalAmt |
| Management And General | $710,009 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DATA COLL. & RESPONDENT | $2,567,343 | $2,567,343 | |
| FACILITIES COSTS | $1,881,771 | $1,881,771 | |
| BOOKS AND SUBSCRIPTIONS | $286,636 | $62,640 | $223,996 |
| SITE OFFICE & TRAINING | $58,322 | $48,416 | $9,906 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,263,583 | TotalAmt |
| Program Services | $4,656,515 | ProgramServicesAmt |
| Management And General | $14,607,068 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,230,751 | TotalAmt |
| Program Services | $216,167,823 | ProgramServicesAmt |
| Management And General | $102,062,928 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,466,853 | BOYAmt |
| EOY | $16,742,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,967,014 | BOYAmt |
| EOY | $87,124,014 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,906,661 | BOYAmt |
| EOY | $5,404,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,663,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,402,564 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,486,564 | BOYAmt |
| EOY | $5,261,143 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,122,604 | BOYAmt |
| EOY | $23,024,830 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,436,827 | BOYAmt |
| EOY | $17,006,314 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,294,536 | BOYAmt |
| EOY | $22,895,499 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,801 | BOYAmt |
| EOY | $17,807,508 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,487,860 | BOYAmt |
| EOY | $195,266,219 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,259,648 | BOYAmt |
| EOY | $45,509,829 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,757,220 | BOYAmt |
| EOY | $48,217,802 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,832 | BOYAmt |
| EOY | $17,378,112 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,481,700 | BOYAmt |
| EOY | $111,105,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,998,334 | BOYAmt |
| EOY | $84,153,110 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,826 | BOYAmt |
| EOY | $7,366 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,006,160 | BOYAmt |
| EOY | $84,160,476 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,487,860 | BOYAmt |
| EOY | $195,266,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,344,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,189,984 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$460 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,946,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,644,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,831,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,836,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,027,059 | CurrentTaxYearAmt |
| Total | $947,285,840 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,946,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,644,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,831,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,836,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,027,059 | CurrentTaxYearAmt |
| Total | $947,285,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $947,285,840 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $712,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $587,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $452,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $712,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $830,006 | CurrentTaxYearAmt |
| Total | $3,295,067 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $416,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $747,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $884,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $947,299 | CurrentTaxYearAmt |
| Total | $3,225,029 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $953,805,936 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $271,775,997 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $240,043 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $240,043 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINES 1B & 1G: | FormAndLineReferenceDesc |
| Explanation | PAID STAFF OR MANAGEMENT AND DIRECT CONTACT NATIONAL OPINION RESEARCH CENTER ("NORC") SENIOR MANAGEMENT STAFF HAD MEETINGS WITH STAFF IN THE OFFICES OF MEMBERS OF THE U.S. HOUSE OF REPRESENTATIVES AND THE U.S. SENATE. THE PURPOSE OF THESE MEETINGS WAS TO FAMILIARIZE MEMBERS OF CONGRESS WITH NORC MANAGEMENT MEMBERS AND TO EDUCATE THEM ABOUT IMPORTANT SCIENTIFIC OR POLICY MATTERS THAT WERE IMPORTANT TO NORC AND THE SOCIAL SCIENCE COMMUNITY. NORC PARTICIPATED IN MEETINGS TO SUPPORT FUNDING FOR FEDERAL STATISTICS PROGRAMS. NORC ALSO CONDUCTED A NUMBER OF LOBBYING ACTIVITIES IN SUPPORT OF A FEDERAL STATISTICS PROGRAM INCLUDING, BUT NOT LIMITED TO, HOLDING AN EDUCATIONAL BRIEFING FOR CONGRESSIONAL STAFF, ASKING MEMBERS TO SEND LETTERS TO THE APPLICABLE AGENCY, AND SHARING PUBLICATIONS AND OTHER MATERIALS. THESE LOBBYING ACTIVITIES ARE IN STRICT ACCORDANCE WITH THE LOBBYING PRINCIPLES THAT NORC DEVELOPED WITH ITS BOARD OF TRUSTEES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,423,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,119,159 | DepreciationAmt |
| Book Value | $1,304,123 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,240,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,283,405 | DepreciationAmt |
| Book Value | $3,957,020 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,261,143 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME FUNDS | $14,754,658 | F |
| 457B INVESTMENT | $2,251,656 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,006,314 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM UNIVERSITY OF CHICAGO | $542,885 |
| OPERATING LEASE RIGHT OF USE ASSETS | $17,264,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,807,508 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE PAYABLE TO UNIVERSITY OF CHICAGO | $141,857 |
| LONG-TERM LEASE LIABILITIES | $17,236,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,378,112 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $317,385,527 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,189,984 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$8,189,984 | RevenueNotReportedAmt |
| Revenue Subtotal | $325,575,511 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $325,575,511 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $318,230,751 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $318,230,751 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $318,230,751 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) NORC HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. THE FASB ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS AND THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $2,751,346 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $493,220 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $1,244,755 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $1,295,589 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $1,406,866 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $1,210,659 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $1,335,639 |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | EVALUATION AND SURVEY RESEARCH | $7,220,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $16,958,110 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,958,110 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL GAYLIN | ||||||||||||||
| PRESIDENT | $742,194 | $0 | $288,000 | $0 | $61,350 | $0 | $30,500 | $0 | $28,435 | $0 | $1,150,479 | $0 | $0 | $0 |
| KAY YEE C LEE | ||||||||||||||
| TRUSTEE | $0 | $816,609 | $0 | $39,750 | $0 | $10,143 | $0 | $24,400 | $0 | $30,597 | $0 | $921,499 | $0 | $0 |
| KATHERINE BAICKER | ||||||||||||||
| TRUSTEE | $0 | $632,960 | $0 | $62,475 | $0 | $57,181 | $0 | $24,400 | $0 | $24,027 | $0 | $801,043 | $0 | $0 |
| ROBERT GERTNER | ||||||||||||||
| CHAIR & TRUSTEE | $0 | $515,849 | $0 | $205,302 | $0 | $0 | $0 | $24,400 | $0 | $27,039 | $0 | $772,590 | $0 | $0 |
| ELLEN BEATTY | ||||||||||||||
| CFO/EVP/TREASURER | $491,556 | $0 | $90,000 | $0 | $38,740 | $0 | $30,500 | $0 | $8,946 | $0 | $659,742 | $0 | $0 | $0 |
| MICHELE NACHBAR | ||||||||||||||
| CSO/EVP/SECRETARY | $475,566 | $0 | $85,000 | $0 | $38,075 | $0 | $30,500 | $0 | $21,645 | $0 | $650,786 | $0 | $0 | $0 |
| RON JUREK | ||||||||||||||
| CIO/EVP | $451,423 | $0 | $80,000 | $0 | $35,700 | $0 | $30,500 | $0 | $29,916 | $0 | $627,539 | $0 | $0 | $0 |
| MICHAEL DAVERN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $409,629 | $0 | $75,000 | $0 | $31,900 | $0 | $30,500 | $0 | $29,885 | $0 | $576,914 | $0 | $0 | $0 |
| JEFFREY TELGARSKY | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $403,514 | $0 | $75,000 | $0 | $30,950 | $0 | $30,500 | $0 | $12,046 | $0 | $552,010 | $0 | $0 | $0 |
| SUSAN PADDOCK | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $371,433 | $0 | $75,000 | $0 | $33,951 | $0 | $30,500 | $0 | $29,916 | $0 | $540,800 | $0 | $0 | $0 |
| J MARK HANSEN | ||||||||||||||
| TRUSTEE | $0 | $465,530 | $0 | $4,750 | $0 | $0 | $0 | $24,400 | $0 | $20,671 | $0 | $515,351 | $0 | $0 |
| AMANDA WOODWARD | ||||||||||||||
| TRUSTEE | $0 | $450,450 | $0 | $0 | $0 | $3,576 | $0 | $24,400 | $0 | $16 | $0 | $478,442 | $0 | $0 |
| JOHN DENNIS | ||||||||||||||
| SENIOR VICE PRESIDENT | $319,916 | $0 | $50,000 | $0 | $24,343 | $0 | $30,500 | $0 | $27,066 | $0 | $451,825 | $0 | $0 | $0 |
| ANGELA DEBELLO | ||||||||||||||
| SENIOR VICE PRESIDENT | $335,637 | $0 | $75,000 | $0 | $1,603 | $0 | $30,500 | $0 | $0 | $0 | $442,740 | $0 | $0 | $0 |
| CAROLINE PEARSON | ||||||||||||||
| SENIOR VICE PRESIDENT | $348,701 | $0 | $58,000 | $0 | $0 | $0 | $30,500 | $0 | $4,878 | $0 | $442,079 | $0 | $0 | $0 |
| GREG LANIER | ||||||||||||||
| SENIOR VICE PRESIDENT | $309,030 | $0 | $75,000 | $0 | $0 | $0 | $30,500 | $0 | $27,066 | $0 | $441,596 | $0 | $0 | $0 |
| ED MULROW | ||||||||||||||
| SENIOR VICE PRESIDENT | $310,535 | $0 | $46,000 | $0 | $21,840 | $0 | $30,500 | $0 | $260 | $0 | $409,135 | $0 | $0 | $0 |
| CAITLIN OPPENHEIMER | ||||||||||||||
| SENIOR VICE PRESIDENT | $318,663 | $0 | $48,000 | $0 | $1,267 | $0 | $30,500 | $0 | $2,850 | $0 | $401,280 | $0 | $0 | $0 |
| DIANE LAUDERDALE | ||||||||||||||
| TRUSTEE | $0 | $363,354 | $0 | $1,500 | $0 | $0 | $0 | $24,400 | $0 | $16 | $0 | $389,270 | $0 | $0 |
| LISA BLUMERMAN | ||||||||||||||
| SENIOR VICE PRESIDENT | $236,008 | $0 | $88,000 | $0 | $20,500 | $0 | $30,000 | $0 | $11,413 | $0 | $385,921 | $0 | $0 | $0 |
| VARUNI DAYARATNA | ||||||||||||||
| SENIOR VICE PRESIDENT | $285,948 | $0 | $40,000 | $0 | $0 | $0 | $29,500 | $0 | $18,503 | $0 | $373,951 | $0 | $0 | $0 |
| MICHELLE STROLLO | ||||||||||||||
| SENIOR VICE PRESIDENT | $272,433 | $0 | $41,000 | $0 | $0 | $0 | $29,500 | $0 | $3,033 | $0 | $345,966 | $0 | $0 | $0 |
| KIRK WOLTER | ||||||||||||||
| DISTINGUISHED SENIOR FELLOW | $222,914 | $0 | $30,000 | $0 | $0 | $0 | $23,521 | $0 | $22,241 | $0 | $298,676 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES DANIEL GAYLIN RECEIVES AN EXPENSE REIMBURSEMENT FOR THE QUADRANGLE CLUB, THE UNIVERSITY CLUB, THE ECONOMICS CLUB, AND THE COMMERCIAL CLUB SOCIAL DUES. SUCH PAYMENTS ARE GENERALLY PROVIDED BASED ON THE PROVISIONS OF A SERVICES AGREEMENT. THE PAYMENTS FOR SUCH ITEMS ARE NONTAXABLE TO THE INDIVIDUAL. |
| PART I, LINE 7: | NON-FIXED PAYMENTS NORC PAID DISCRETIONARY BONUSES TO STAFF BASED ON INDIVIDUAL PERFORMANCE. THE PRESIDENT/CEO DETERMINED THE AVAILABLE BONUS POOL DOLLARS, AND ALLOCATED TO HIS OR HER DIRECT REPORTS (SENIOR EXECUTIVES) BASED ON PAYROLL, (THEY ARE ALSO PROVIDED THE SALARY AND BONUS HISTORY FOR STAFF FOR THE PAST 5 YEARS). THE SENIOR EXECUTIVES DETERMINED HOW THEIR PORTION OF THE BONUS POOL WAS ALLOCATED AMONG THE DEPARTMENTS/UNITS IN THEIR AREAS. IF THE ALLOCATIONS DEVIATED SUBSTANTIALLY FROM ALLOCATIONS BASED ON PAYROLL, THERE MUST BE PRESIDENT/CEO REVIEW AND APPROVAL. THE PRESIDENT/CEO AND SENIOR EXECUTIVES CONVENE TO REVIEW, FINALIZE, AND APPROVE ALL RECOMMENDATIONS FOR BONUSES (OTHER THAN THOSE PEOPLE ON THE BOARD COMPENSATION COMMITTEE). UPON COMPLETION OF THE PRESIDENT/CEO AND SENIOR EXECUTIVE REVIEW, THE APPROVED INCREASES WILL BE SENT TO HR FOR THOSE STAFF NOT ELIGIBLE FOR BOARD COMPENSATION REVIEW. THE PRESIDENT/CEO WILL MEET WITH THE BOARD COMPENSATION COMMITTEE, AND OBTAIN APPROVAL FOR THE PROPOSED ACTIONS FOR THE BOARD COMPENSATION COMMITTEE STAFF. ONCE APPROVED THE PRESIDENT/CEO WILL PROVIDE HR WITH THE FINAL APPROVED SALARY ACTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE BY A MAJORITY VOTE OF THE TRUSTEES IN OFFICE, THE BOARD OF TRUSTEES MAY DESIGNATE AN EXECUTIVE COMMITTEE CONSISTING OF AT LEAST THREE TRUSTEES, ONE OF WHOM SHALL BE THE CHAIR OF THE BOARD OF TRUSTEES, WHO SHALL ALSO BE CHAIR OF THE EXECUTIVE COMMITTEE. THE BOARD OF TRUSTEES MAY DESIGNATE ONE OR MORE OF THE TRUSTEES AS ALTERNATE MEMBERS OF THE EXECUTIVE COMMITTEE, WHO MAY REPLACE ANY ABSENT OR DISQUALIFIED MEMBER AT ANY MEETING OF THE COMMITTEE UPON THE REQUEST OF THE CHAIR OF THE BOARD OF TRUSTEES. EXCEPT AS OTHERWISE REQUIRED BY LAW OR THESE BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE SUCH AUTHORITY AS THE BOARD OF TRUSTEES SHALL GRANT TO IT FOR THE MANAGEMENT OF THE CORPORATION, INCLUDING THE AUTHORITY TO ATTEND TO AND MANAGE THE DETAILS OF THE BUSINESS OF THE CORPORATION AND THE POWER TO AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS THAT MAY REQUIRE IT. THE EXECUTIVE COMMITTEE SHALL NOT DETERMINE IMPORTANT MATTERS OF POLICY AND SHALL, AT ALL TIMES, BE SUBJECT TO THE CONTROL AND SUPERVISION OF THE BOARD OF TRUSTEES. ANY ACTION BY THE TRUSTEES RESCINDING OR CHANGING ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL NOT INVALIDATE ANY ACTS OF THE OFFICERS OR OTHER PERSONS PROPERLY TAKEN PRIOR TO SUCH RESCISSION OR CHANGE. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS AND SHALL REPORT THE SAME TO THE BOARD OF TRUSTEES AT THE NEXT REQUIRED OR SPECIAL MEETING OF THE BOARD OF TRUSTEES. VACANCIES IN THE EXECUTIVE COMMITTEE SHALL BE FILLED BY THE BOARD OF TRUSTEES AT A REGULAR OR SPECIAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS WHO MAY ELECT THE UNIVERSITY OF CHICAGO IS A RELATED ORGANIZATION OF NATIONAL OPINION RESEARCH CENTER ("NORC"). AS SUCH, THEY HAVE THE RIGHT TO APPOINT GREATER THAN 50% OF NORC'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL THE UNIVERSITY OF CHICAGO HAS THE RIGHT TO APPROVE THE BOARD OF TRUSTEE'S APPOINTMENT OF MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS NORC'S PROCESS FOR REVIEWING AND APPROVING THE FORM 990 IS AS FOLLOWS: UPON COMPLETION OF THE RETURN, SEVERAL LAYERS OF REVIEW WERE CONDUCTED. THE INITIAL REVIEW OF THE COMPLETED RETURN WAS COMPLETED BY THE RESPECTIVE STAFF WITHIN THE FINANCE DEPARTMENT. FOLLOWING THE INITIAL REVIEW, THE PRESIDENT AND TREASURER WERE PROVIDED A COPY OF THE RETURN FOR COMMENT. COMMENTS WERE FORWARDED TO GRANT THORNTON FOR INCORPORATION INTO THE RETURN. FOLLOWING THE SENIOR MANAGEMENT REVIEW, THE AUDIT/FINANCE COMMITTEE MEMBERS WERE PROVIDED A COPY OF THE RETURN FOR COMMENT. COMMENTS WERE FORWARDED TO GRANT THORNTON FOR INCORPORATION INTO THE RETURN. FINALLY, THE RETURN IS PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. COMMENTS FROM THESE REVIEWS WERE EVALUATED AND PROVIDED TO GRANT THORNTON, WHO UPDATED THE RETURN, IF APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT NORC HAS A WRITTEN CONFLICT OF INTEREST POLICY ADDRESSING INSTANCES WHERE A THIRD-PARTY RELATIONSHIP OF A NORC EMPLOYEE OR A PAID CONSULTANT COULD IN SOME WAY POTENTIALLY PRESENT OR APPEAR TO PRESENT A COMPROMISE RELATED TO ACTIONS AND DECISIONS MADE ON BEHALF OF NORC. THE POLICY ALLOWS FOR THE PRESIDENT AND TREASURER TO REVIEW AND EVALUATE THE EXTENT OF THE CONFLICT OF INTEREST FOR ANY EMPLOYEE WITH A POTENTIAL OR REAL CONFLICT OF INTEREST. MANAGEMENT WILL THEN DEVELOP A MITIGATION PLAN TO ADDRESS THE SPECIFIC DISCLOSED CONFLICT OF INTEREST. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED ON A PERIODIC BASIS BY THE NORC BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION COMMITTEE OF THE NORC BOARD OF TRUSTEES ESTABLISHES AND DETERMINES CERTAIN SENIOR MANAGEMENT EMPLOYEES ANNUAL (GENERALLY, BUT NOT EXCLUSIVELY, THE PRESIDENT AND HIS OR HER DIRECT REPORTS) COMPENSATION AND BONUSES. RECOMMENDATIONS FOR PROPOSED SALARY ADJUSTMENTS AND BONUSES FOR THIS GROUP, ALONG WITH RELEVANT COMPENSATION INFORMATION, ARE PROVIDED TO THE COMPENSATION COMMITTEE FOR REVIEW USING COMPARABLE DATA. ALL SUCH INFORMATION IS CONTEMPORANEOUSLY DOCUMENTED. THE CHAIR OF THE COMPENSATION COMMITTEE SIGNS OFF ON ANY COMPENSATION COMMITTEE APPROVED BONUSES AND SALARY CHANGES FOR HIGHLY COMPENSATED EMPLOYEES. THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF NORC IS REVIEWED ANNUALLY BY THE SALARY REVIEW COMMITTEE ("SRC"), WHICH IS APPOINTED ANNUALLY BY THE PRESIDENT. SRC REVIEWS SIMILAR POSITIONS WITHIN AND ACROSS DEPARTMENTS, STARTING RATES, SALARY RANGE MAXIMUMS, AND DISCUSSES MARKET CONSIDERATIONS. THE SRC MAY APPROVE, DISAPPROVE, MODIFY OR DEFER INCREASES OF COMPENSATION.TERMINING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY, FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE HEADQUARTERS. |
| FORM 990, PART VII, SECTION B: | INDEPENDENT CONTRACTORS NORC RECEIVED FEDERAL GOVERNMENT GRANTS TO CONDUCT SOCIAL SCIENCE RESEARCH THAT REQUIRED NORC TO USE SUBCONTRACTORS TO COMPLETE A SIGNIFICANT PORTION OF SUCH RESEARCH. FOR PURPOSES OF REPORTING THE "FIVE HIGHEST COMPENSATED INDEPENDENT CONTRACTORS", NORC HAS NOT CONSIDERED THESE SUBCONTRACTORS. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTOR FEES: PROGRAM SERVICE EXPENSES 48,941,658. MANAGEMENT AND GENERAL EXPENSES 3,512,130. TOTAL EXPENSES 52,453,788. RESPONDENT FEES: PROGRAM SERVICE EXPENSES 9,893,302. TOTAL EXPENSES 9,893,302. RECRUITING AND HIRING: PROGRAM SERVICE EXPENSES 208,883. MANAGEMENT AND GENERAL EXPENSES 895,607. TOTAL EXPENSES 1,104,490. |
| FORM 990, PART XI, LINE 9: | NET ASSETS RELEASED FROM RESTRICTIONS -460. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CHICAGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 S ELLIS AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362177139 | EIN |
| Primary Activities | EDUCATION & RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |