Civic Intelligence

National Organization of Research

EIN 27-2321905 • 501(c)3 • Chicago, IL

Profile

The mission of nordp is to advance the global capacity for and impact of research by strengthening the practice and profession of research development.

CO Wsdd Ltd 303 W Madison StChicago, IL 60606

www.nordp.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.21x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-24%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

10th percentile

-20%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$1,045,046

Down $266,388 (-20%) from 2023

Liabilities

Down

$228,663

Down $8,789 (-3.7%) from 2023

Net Assets

Down

$816,383

Down $257,599 (-24%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin12th percentile

Revenue

Up

$1,074,537

Up $128,386 (+14%) from 2023

Expenses

Up

$1,332,136

Up $306,801 (+30%) from 2023

Net Income

Down

-$257,599

Down $178,415 (-225%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $239,351Liabilities 2017: $0Net Assets 2017: $239,3512017Assets 2018: $383,821Liabilities 2018: $85Net Assets 2018: $383,7362018Assets 2019: $609,040Liabilities 2019: $14,774Net Assets 2019: $594,2662019Assets 2020: $1,058,971Liabilities 2020: $0Net Assets 2020: $1,058,9712020Assets 2021: $1,226,898Liabilities 2021: $0Net Assets 2021: $1,226,8982021Assets 2022: $1,332,869Liabilities 2022: $179,703Net Assets 2022: $1,153,1662022Assets 2023: $1,311,434Liabilities 2023: $237,452Net Assets 2023: $1,073,9822023Assets 2024: $1,045,046Liabilities 2024: $228,663Net Assets 2024: $816,3832024

Highlighted filing

2024

Assets$1,045,046
Liabilities$228,663
Net Assets$816,383
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $461,542Expenses 2017: $382,937Net Income 2017: $78,6052017Revenue 2018: $579,528Expenses 2018: $435,143Net Income 2018: $144,3852018Revenue 2019: $658,429Expenses 2019: $447,899Net Income 2019: $210,5302019Revenue 2020: $644,114Expenses 2020: $179,409Net Income 2020: $464,7052020Revenue 2021: $401,921Expenses 2021: $233,994Net Income 2021: $167,9272021Revenue 2022: $508,026Expenses 2022: $495,335Net Income 2022: $12,6912022Revenue 2023: $946,151Expenses 2023: $1,025,335Net Income 2023: -$79,1842023Revenue 2024: $1,074,537Expenses 2024: $1,332,136Net Income 2024: -$257,5992024

Highlighted filing

2024

Revenue$1,074,537
Expenses$1,332,136
Net Income-$257,599
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,045,046
Liabilities
$228,663
Net assets
$816,383
Revenue
$1,074,537
Expenses
$1,332,136
Net income
-$257,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.23$0.82$1.07$1.33$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.24$1.07$0.95$1.03$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.18$1.15$0.51$0.50$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.40$0.23$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.64$0.18$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.59$0.66$0.45$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.58$0.44$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.46$0.38$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,074,537
Mission and Program Overview

Mission

The mission of nordp is to advance the global capacity for and impact of research by strengthening the practice and profession of research development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$657,848$569,133▼ $88,715
Cash and Non-Interest-Bearing Accounts$614,757$436,690▼ $178,067
Intangible Assets-$29,864-
Prepaid Expenses and Deferred Charges$38,829$9,359▼ $29,470
Total Assets$1,311,434$1,045,046▼ $266,388
Liabilities
Deferred Revenue$142,841$175,185▲ $32,344
Accounts Payable and Accrued Expenses$94,611$53,478▼ $41,133
Total Liabilities$237,452$228,663▼ $8,789
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$986,803$746,516▼ $240,287
Net Assets With Donor Restrictions$87,179$69,867▼ $17,312
Total Net Assets Fund Balance$1,073,982$816,383▼ $257,599
Total Liabilities and Net Assets / Fund Balance$1,311,434$1,045,046▼ $266,388
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Nathan MeierPast President
Lisa LopezPresident
Kimberly PattenVice President
Amy GanttDirector
Carly CummingsDirector
Carolynn JulienDirector
Carter LeaDirector
Eva AllenDirector
Jennifer GlassDirector
Jessica MoonDirector
Katie ShoafDirector
Samarpita SenguptaDirector
Susan FerrariDirector
Rebecca LatimerSecretary
Antje HarnischTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,062
Program Service Revenue
$1,056,092
Investment Income
$192
Other Revenue
$2,191
All Other Contributions
$16,062
Change in Net Assets
$-257,599

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,074,537
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,074,537
Total Revenue per Form 990
$1,074,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,332,136
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$697,760--$697,760
Fees for Services Management-$421,979-$421,979
Fees for Services Other$32,312--$32,312
Information Technology-$16,038-$16,038
Fees for Services Accounting-$10,500-$10,500
Other Expenses$9,722$52,420-$9,722
All Other Expenses$3,770$5,017-$8,787
Insurance-$8,071-$8,071
Office Expenses-$6,069-$6,069
Depreciation Depletion-$5,644-$5,644
Fees for Services Legal-$1,775-$1,775
Total Functional Expenses$797,887$534,249$0$1,332,136

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,332,136
Total Expenses per Audited Statements$1,332,136
Total Expenses per Form 990$1,332,136
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization contracts with a management company to provide management and support services.”

Form 990, Part VI, Section A, Line 6

“The organization is a membership 501(c)(3) association. To be a member. You must meet the requirements of membership and pay dues to the organization.”

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

“The members of the organization vote to elect member for the board of directors.”

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

“The board is given a copy of form 990 to approve prior to filing.”

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

“At the annual meeting, each board member is asked to disclose any conflicts of interest. If a conflict of interest is disclosed, the board will take appropriate action to correct the item discovered.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
National Organization of Research
EIN
27-2321905
Phone
8557373381
Address
CO WSDD LTD 303 W MADISON ST, CHICAGO, IL 60606

Signing Officer

Name
Kim Patten
Title
President
Phone
8557373381
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Patten
Formed
2010
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
36

Preparer

Firm
Wsdd Cpas Ltd
Address
303 W MADISON ST SUITE 2075, CHICAGO, IL 60606-3395
Preparer
WILLIAM J O'HARA
Phone
3123326622
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

“IL”

Financial Statement Notes

PART X, LINE 2:

“Accounting standards provide guidance for how certain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing nordp's information returns to determine whether the tax position are "more-likely-than-not" of being sustained "when challenged or "when examined" by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit and asset or expense and liability in the current year. Nordp files information returns in the u.s. Federal jurisdiction and illinois state jurisdiction. Nordp is no longer subject to u.s. Federal and state examinations by tax authorities for years before 2021. As of and for the year ended september 30, 2024, management has determined that there are no uncertain tax positions.”

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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF NORDP IS TO ADVANCE THE GLOBAL CAPACITY FOR AND IMPACT OF RESEARCH BY STRENGTHENING THE PRACTICE AND PROFESSION OF RESEARCH DEVELOPMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06069
IRS990/OfficeExpensesGrp/TotalAmt06069
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/Desc1PEER EVALUATION PROGRAM
IRS990/OtherExpensesGrp/Desc2BANKING AND ONLINE FEES
IRS990/OtherExpensesGrp/Desc3OTHER PROGRAM
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0KIM PATTEN
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc3PEER EVALUATION
IRS990/ProgramServiceRevenueGrp/Desc4JOB BOARD LISTINGS
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IRS990/QuidProQuoContributionsInd00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0687997
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019
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IRS990ScheduleA/InvestmentIncomePYPct00.00020
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt034650
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0401902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0642788
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0401921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0642788
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03573423
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01074537
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS PROVIDE GUIDANCE FOR HOW CERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING NORDP'S INFORMATION RETURNS TO DETERMINE WHETHER THE TAX POSITION ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT AND ASSET OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. NORDP FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS STATE JURISDICTION. NORDP IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021. AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2024, MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01332136
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONTRACTS WITH A MANAGEMENT COMPANY TO PROVIDE MANAGEMENT AND SUPPORT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A MEMBERSHIP 501(C)(3) ASSOCIATION. TO BE A MEMBER. YOU MUST MEET THE REQUIREMENTS OF MEMBERSHIP AND PAY DUES TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE ORGANIZATION VOTE TO ELECT MEMBER FOR THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD IS GIVEN A COPY OF FORM 990 TO APPROVE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AT THE ANNUAL MEETING, EACH BOARD MEMBER IS ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST IS DISCLOSED, THE BOARD WILL TAKE APPROPRIATE ACTION TO CORRECT THE ITEM DISCOVERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 13A

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