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Jeff Essic
Data Services Librarian
919-515-5698

Matt Sumner
Data Services Librarian
919-513-0932

Hyun-Duck Chung
Librarian for Management and Entrepreneurship
919-513-2119

The Numeric Data Services webpages were written predominantly by Michele Hayslett, who as of Dec. 1, 2008 is a Reference Librarian at UNC Libraries.

NCCS Data Web: IRS Statistics of Income (SOI) Samples

Parameters

• Annual files of organizations filing IRS Forms 990 -- 1982-2003
• Public charities, private foundations, and non-501(c)(3) organizations
• 16,000 organizations in 2002 public charity sample (990 filers plus & 500 EZ filers)
• 400+ financial variables for 990 filers
• All orgs with $30+ million in total assets (used to be $10 million)
• Sample of others, and very few EZ returns
• Skilled editors adjust rev., exp. & bal. sheet line items*
• Ideal for national studies of finances of large organizations

Limitations

• Field names (“P010”) difficult for researchers (although easier for “array processing” in SAS)
• *Editing/changing of items is both a strength and a weakness - items listed by individual organizations but organized by editors: introduces standardization but with some possibility of misinterpretation
• No access to confidential 990-T information on unrelated business income without “special sworn status” - contact nccs@ui.urban.org for more information
• Little/no value for geographic or state analysis

Click on the NCCS Data Web heading to access the database
through the Libraries' Databases list.

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