Civic Intelligence

Qualitative Research Consultants

EIN 13-3189168 • 501(c)6 • Menomonee Falls, WI

Profile

To advance the discipline of qualitative research worldwide

N83 W13410 Leon RoadMenomonee Falls, WI 53051

www.qrca.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.45x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.44x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

23rd percentile

-7.3%

Faster asset growth than 23% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-5.5%

Faster revenue growth than 24% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$668,575

Down $52,822 (-7.3%) from 2023

Liabilities

Down

$297,913

Down $173,047 (-37%) from 2023

Net Assets

Up

$370,662

Up $120,225 (+48%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin75th percentile

Revenue

Down

$672,770

Down $38,976 (-5.5%) from 2023

Expenses

Down

$572,207

Down $227,405 (-28%) from 2023

Net Income

Up

$100,563

Up $188,429 (+214%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $650,763Liabilities 2010: $145,238Net Assets 2010: $505,5252010Assets 2011: $677,470Liabilities 2011: $158,890Net Assets 2011: $518,5802011Assets 2012: $726,651Liabilities 2012: $150,104Net Assets 2012: $576,5472012Assets 2013: $696,020Liabilities 2013: $120,012Net Assets 2013: $576,0082013Assets 2014: $723,062Liabilities 2014: $133,794Net Assets 2014: $589,2682014Assets 2015: $628,341Liabilities 2015: $70,655Net Assets 2015: $557,6862015Assets 2016: $895,555Liabilities 2016: $491,850Net Assets 2016: $403,7052016Assets 2017: $983,258Liabilities 2017: $545,818Net Assets 2017: $437,4402017Assets 2018: $886,362Liabilities 2018: $504,013Net Assets 2018: $382,3492018Assets 2019: $1,111,686Liabilities 2019: $604,815Net Assets 2019: $506,8712019Assets 2020: $878,824Liabilities 2020: $356,674Net Assets 2020: $522,1502020Assets 2021: $907,200Liabilities 2021: $415,712Net Assets 2021: $491,4882021Assets 2022: $690,081Liabilities 2022: $380,733Net Assets 2022: $309,3482022Assets 2023: $721,397Liabilities 2023: $470,960Net Assets 2023: $250,4372023Assets 2024: $668,575Liabilities 2024: $297,913Net Assets 2024: $370,6622024

Highlighted filing

2024

Assets$668,575
Liabilities$297,913
Net Assets$370,662
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $822,3682010Expenses 2011: $693,1662011Revenue 2012: $662,046Expenses 2012: $624,889Net Income 2012: $37,1572012Revenue 2013: $653,350Expenses 2013: $667,133Net Income 2013: -$13,7832013Revenue 2014: $626,208Expenses 2014: $630,924Net Income 2014: -$4,7162014Revenue 2015: $573,651Expenses 2015: $595,563Net Income 2015: -$21,9122015Revenue 2016: $372,614Expenses 2016: $541,851Net Income 2016: -$169,2372016Revenue 2017: $678,056Expenses 2017: $682,864Net Income 2017: -$4,8082017Revenue 2018: $784,998Expenses 2018: $803,734Net Income 2018: -$18,7362018Revenue 2019: $646,408Expenses 2019: $593,997Net Income 2019: $52,4112019Revenue 2020: $741,825Expenses 2020: $719,674Net Income 2020: $22,1512020Revenue 2021: $367,632Expenses 2021: $443,833Net Income 2021: -$76,2012021Revenue 2022: $524,277Expenses 2022: $633,091Net Income 2022: -$108,8142022Revenue 2023: $711,746Expenses 2023: $799,612Net Income 2023: -$87,8662023Revenue 2024: $672,770Expenses 2024: $572,207Net Income 2024: $100,5632024

Highlighted filing

2024

Revenue$672,770
Expenses$572,207
Net Income$100,563
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$668,575
Liabilities
$297,913
Net assets
$370,662
Revenue
$672,770
Expenses
$572,207
Net income
$100,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.30$0.37$0.67$0.57$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.47$0.25$0.71$0.80$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.38$0.31$0.52$0.63$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.42$0.49$0.37$0.44$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.36$0.52$0.74$0.72$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.60$0.51$0.65$0.59$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.50$0.38$0.78$0.80$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.55$0.44$0.68$0.68$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.49$0.40$0.37$0.54$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.07$0.56$0.57$0.60$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.13$0.59$0.63$0.63$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.12$0.58$0.65$0.67$0.01
2012Summary only. Only limited summary data is available for this year.$0.73$0.15$0.58$0.66$0.62$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.16$0.52$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.15$0.51$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$699,855
Mission and Program Overview

Mission

To advance the discipline of qualitative research worldwide

To advance the discipline of qualitative research worldwide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$251,798$245,204▼ $6,594
Cash and Non-Interest-Bearing Accounts$386,748$211,846▼ $174,902
Prepaid Expenses and Deferred Charges$16,509$140,854▲ $124,345
Investments Other Securities$0$44,149▲ $44,149
Savings and Temporary Cash Investments$14,426$0▼ $14,426
Accounts Receivable$36,324$10,502▼ $25,822
Total Assets$721,397$668,575▼ $52,822
Other Assets Total$15,592$16,020▲ $428
Liabilities
Deferred Revenue$450,328$294,226▼ $156,102
Accounts Payable and Accrued Expenses$20,632$3,687▼ $16,945
Total Liabilities$470,960$297,913▼ $173,047
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$250,437$370,662▲ $120,225
Total Net Assets Fund Balance$250,437$370,662▲ $120,225
Total Liabilities and Net Assets / Fund Balance$721,397$668,575▼ $52,822

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$44,149--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jeff HeckerPresident
Lisa HorwichVice President
Bob TaylorDirector
Catherine DineDirector
Cynthia TelloDirector
Martha HaywardDirector
Nichola QuailDirector
Caley MutrieExecutive Director From September
Peter BlackExecutive Director Thru August
Elizabeth MckinleySecretary
Maria VirobikTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ewald ConsultingManagement Services1601 UTICA AVE S 213, Minneapolis, MN 55416$169,553
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$639,028
Investment Income
$17,902
Other Revenue
$15,840
Change in Net Assets
$100,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$568,582
Grants and Similar Amounts Paid$3,625
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$286,959
Fees for Services Management---$216,920
Office Expenses---$29,538
Travel---$12,579
Information Technology---$10,165
Other Expenses---$9,045
Grants to Domestic Orgs---$3,625
Fees for Services Legal---$2,209
Fees for Services Accounting---$1,138
All Other Expenses---$29
Total Functional Expenses$0$0$0$572,207
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership in the association is open to the following individuals, provided that they are otherwise eligible for membership as denoted in the qrca board policy manual: - professionals, or those in training who design, conduct, analyze or support the conduct and analysis of primary qualitative research. - individuals who are employed by, or are in graduate studies at, an academic institution and who, themselves, instruct and/or specialize in the conduct and analysis of qualitative research. - individuals who have maintained at least seven (7) consecutive years in good standing as a qrca member.”

Form 990, Part VI, Section A, Line 7A

“Members elect the board of directors & officers annually.”

Form 990, Part VI, Section A, Line 7B

“Decisions of the board of directors & its officers are subject to review by the members. Any member may submit proposed amendments to bylaws to the secretary of the board of directors at any time in writing. Proposed amendments will be presented to the membership for approval if: - two-thirds of the board members in office approve, or - a petition is signed by ten (10) percent of the members of record.”

Form 990, Part VI, Section B, Line 11B

“The management company, board of directors & its officers review the 990 before the final submission.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are discussed annually at board meetings. Board members, staff & volunteers are encouraged to disclose conflicts when they arise.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Qualitative Research Consultants
EIN
13-3189168
Phone
6512907491
Address
N83 W13410 LEON ROAD, MENOMONEE FALLS, WI 53051

Signing Officer

Name
Lisa Horwich
Title
President
Phone
6512907491
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Horwich
Formed
1983
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
40

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR THRU AUGUST
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0250437
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IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt029538
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IRS990/OtherRevenueMiscGrp/Desc0HOTEL COMMISSIONS
IRS990/OtherRevenueMiscGrp/Desc1ONLINE ADVERTISING
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13850
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03850
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IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016509
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IRS990/ProgramServiceRevenueGrp/Desc2CHAPTER INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1186520
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211820
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IRS990/PYOtherRevenueAmt012533
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IN THE ASSOCIATION IS OPEN TO THE FOLLOWING INDIVIDUALS, PROVIDED THAT THEY ARE OTHERWISE ELIGIBLE FOR MEMBERSHIP AS DENOTED IN THE QRCA BOARD POLICY MANUAL: - PROFESSIONALS, OR THOSE IN TRAINING WHO DESIGN, CONDUCT, ANALYZE OR SUPPORT THE CONDUCT AND ANALYSIS OF PRIMARY QUALITATIVE RESEARCH. - INDIVIDUALS WHO ARE EMPLOYED BY, OR ARE IN GRADUATE STUDIES AT, AN ACADEMIC INSTITUTION AND WHO, THEMSELVES, INSTRUCT AND/OR SPECIALIZE IN THE CONDUCT AND ANALYSIS OF QUALITATIVE RESEARCH. - INDIVIDUALS WHO HAVE MAINTAINED AT LEAST SEVEN (7) CONSECUTIVE YEARS IN GOOD STANDING AS A QRCA MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE BOARD OF DIRECTORS & OFFICERS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS OF THE BOARD OF DIRECTORS & ITS OFFICERS ARE SUBJECT TO REVIEW BY THE MEMBERS. ANY MEMBER MAY SUBMIT PROPOSED AMENDMENTS TO BYLAWS TO THE SECRETARY OF THE BOARD OF DIRECTORS AT ANY TIME IN WRITING. PROPOSED AMENDMENTS WILL BE PRESENTED TO THE MEMBERSHIP FOR APPROVAL IF: - TWO-THIRDS OF THE BOARD MEMBERS IN OFFICE APPROVE, OR - A PETITION IS SIGNED BY TEN (10) PERCENT OF THE MEMBERS OF RECORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MANAGEMENT COMPANY, BOARD OF DIRECTORS & ITS OFFICERS REVIEW THE 990 BEFORE THE FINAL SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE DISCUSSED ANNUALLY AT BOARD MEETINGS. BOARD MEMBERS, STAFF & VOLUNTEERS ARE ENCOURAGED TO DISCLOSE CONFLICTS WHEN THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0650961
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0672770
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03850
IRS990/TotalVolunteersCnt040
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0668575
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MENOMONEE FALLS
IRS990/USAddress/StateAbbreviationCd0WI
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IRS990/WebsiteAddressTxt0WWW.QRCA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA HORWICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06512907491
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0QUALITATIVE RESEARCH CONSULTANTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0QUAL
ReturnHeader/Filer/EIN0133189168
ReturnHeader/Filer/PhoneNum06512907491
ReturnHeader/Filer/USAddress/AddressLine1Txt0N83 W13410 LEON ROAD
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053051
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY TARKOWSKI CPA
ReturnHeader/ReturnTs02025-11-14T10:23:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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