Civic Intelligence

National Institute of Statistical

EIN 56-1746337 • 501(c)3 • Research Triangle Park, NC

View Organization Page

Profile

To strengthen and serve the national statistics community by conducting cross-disciplinary research on topics and issues of global importance.

PO Box 14006Research Triangle Park, NC 27709

www.niss.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

2.05x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

29th percentile

-3.1%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$193,900

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-5.0%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$5,606,430

Down $214,957 (-3.7%) from 2023

Liabilities

Down

$2,416,530

Down $178,953 (-6.9%) from 2023

Net Assets

Down

$3,189,900

Down $36,004 (-1.1%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin29th percentile

Revenue

Down

$1,178,778

Down $61,709 (-5.0%) from 2023

Expenses

Down

$1,214,782

Down $311,193 (-20%) from 2023

Net Income

Up

-$36,004

Up $249,484 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,693,389Liabilities 2011: $3,804,632Net Assets 2011: $3,888,7572011Assets 2012: $7,423,696Liabilities 2012: $3,588,558Net Assets 2012: $3,835,1382012Assets 2013: $7,016,136Liabilities 2013: $3,426,914Net Assets 2013: $3,589,2222013Assets 2014: $6,819,295Liabilities 2014: $3,420,413Net Assets 2014: $3,398,8822014Assets 2015: $6,524,304Liabilities 2015: $3,074,986Net Assets 2015: $3,449,3182015Assets 2016: $6,458,197Liabilities 2016: $2,835,370Net Assets 2016: $3,622,8272016Assets 2017: $6,394,674Liabilities 2017: $2,483,167Net Assets 2017: $3,911,5072017Assets 2018: $6,123,771Liabilities 2018: $2,649,562Net Assets 2018: $3,474,2092018Assets 2020: $6,476,275Liabilities 2020: $2,736,635Net Assets 2020: $3,739,6402020Assets 2021: $6,618,001Liabilities 2021: $2,729,502Net Assets 2021: $3,888,4992021Assets 2022: $6,364,353Liabilities 2022: $2,523,572Net Assets 2022: $3,840,7812022Assets 2023: $5,821,387Liabilities 2023: $2,595,483Net Assets 2023: $3,225,9042023Assets 2024: $5,606,430Liabilities 2024: $2,416,530Net Assets 2024: $3,189,9002024

Highlighted filing

2024

Assets$5,606,430
Liabilities$2,416,530
Net Assets$3,189,900
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,624,068Expenses 2011: $2,687,702Net Income 2011: -$63,6342011Revenue 2012: $1,939,212Expenses 2012: $2,055,844Net Income 2012: -$116,6322012Revenue 2013: $2,049,706Expenses 2013: $2,290,347Net Income 2013: -$240,6412013Revenue 2014: $2,105,613Expenses 2014: $2,069,749Net Income 2014: $35,8642014Revenue 2015: $1,752,488Expenses 2015: $1,702,052Net Income 2015: $50,4362015Revenue 2016: $2,197,772Expenses 2016: $2,024,263Net Income 2016: $173,5092016Revenue 2017: $1,948,725Expenses 2017: $1,660,045Net Income 2017: $288,6802017Revenue 2018: $1,688,471Expenses 2018: $2,125,769Net Income 2018: -$437,2982018Revenue 2020: $1,723,925Expenses 2020: $1,590,617Net Income 2020: $133,3082020Revenue 2021: $1,740,149Expenses 2021: $1,607,817Net Income 2021: $132,3322021Revenue 2022: $1,756,293Expenses 2022: $1,820,538Net Income 2022: -$64,2452022Revenue 2023: $1,240,487Expenses 2023: $1,525,975Net Income 2023: -$285,4882023Revenue 2024: $1,178,778Expenses 2024: $1,214,782Net Income 2024: -$36,0042024

Highlighted filing

2024

Revenue$1,178,778
Expenses$1,214,782
Net Income-$36,004
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,606,430
Liabilities
$2,416,530
Net assets
$3,189,900
Revenue
$1,178,778
Expenses
$1,214,782
Net income
-$36,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.61$2.42$3.19$1.18$1.21$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.82$2.60$3.23$1.24$1.53$0.29
2022Detailed filing. Detailed filing data is available for this year.$6.36$2.52$3.84$1.76$1.82$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.62$2.73$3.89$1.74$1.61$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.48$2.74$3.74$1.72$1.59$0.13
2018Summary only. Only limited summary data is available for this year.$6.12$2.65$3.47$1.69$2.13$0.44
2017Summary only. Only limited summary data is available for this year.$6.39$2.48$3.91$1.95$1.66$0.29
2016Summary only. Only limited summary data is available for this year.$6.46$2.84$3.62$2.20$2.02$0.17
2015Summary only. Only limited summary data is available for this year.$6.52$3.07$3.45$1.75$1.70$0.05
2014Summary only. Only limited summary data is available for this year.$6.82$3.42$3.40$2.11$2.07$0.04
2013Summary only. Only limited summary data is available for this year.$7.02$3.43$3.59$2.05$2.29$0.24
2012Summary only. Only limited summary data is available for this year.$7.42$3.59$3.84$1.94$2.06$0.12
2011Summary only. Only limited summary data is available for this year.$7.69$3.80$3.89$2.62$2.69$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$1,559,336
Mission and Program Overview

Mission

To strengthen and serve the national statistics community by conducting cross-disciplinary research on topics and issues of global importance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,677,995$3,502,655▼ $175,340
Cash and Non-Interest-Bearing Accounts$365,064$364,486▼ $578
Savings and Temporary Cash Investments$101,551$120,079▲ $18,528
Prepaid Expenses and Deferred Charges$121,439$96,663▼ $24,776
Pledges and Grants Receivable$71,355$91,635▲ $20,280
Accounts Receivable$26,538$18,319▼ $8,219
Total Assets$5,821,387$5,606,430▼ $214,957
Other Assets Total$1,457,445$1,412,593▼ $44,852
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,134,972$2,008,772▼ $126,200
Other Liabilities$230,491$191,606▼ $38,885
Deferred Revenue$167,613$139,526▼ $28,087
Accounts Payable and Accrued Expenses$62,407$76,626▲ $14,219
Total Liabilities$2,595,483$2,416,530▼ $178,953
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,033,461$2,092,747▲ $59,286
Net Assets With Donor Restrictions$1,192,443$1,097,153▼ $95,290
Total Net Assets Fund Balance$3,225,904$3,189,900▼ $36,004
Total Liabilities and Net Assets / Fund Balance$5,821,387$5,606,430▼ $214,957

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,501,185$3,448,291$6,949,476
Other Land Buildings$0$104,326$104,326
Equipment$1,470$61,611$63,081
Other Assets Org$1,243,116--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David S MattesonDirectorFT$193,900-$193,900
Luca SartoreSenior Research AssociateFT$120,600$21,708$142,308
Lu ChenResearch AssociateFT$114,293$22,859$137,152
James RosenbergerFormer DirectorFT$84,560$18,603$103,163
Randy FreretSecretaryFT$69,915$13,983$83,898

Board Members and Trustees

NameTitle
Alyson WilsonChair
Tim HesterbergVice Chair
Dan NettletonTrustee
Emily CastletonTrustee
James BoothTrustee
Jan HannigTrustee
Jerry ReiterTrustee
John AbowdTrustee
Julia SharpTrustee
Karen Bandeen-rocheTrustee
Karen KafadarTrustee
Nancy McmillanTrustee
Robert KraftyTrustee
Shanti GomatamTrustee
Steve CohenTrustee
Sujit Kumar GhoshTrustee
Victor LoTrustee
Xiao-li MengTrustee
Xuming HeTrustee
Ron WassersteinTreasurer
Wnar TermTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$276,027
Program Service Revenue
$827,619
Investment Income
$4,570
Other Revenue
$70,562
All Other Contributions
$61,622
Change in Net Assets
$-36,004

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,178,778
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$478,571
Total Revenue per Audited Statements
$1,657,349
Total Revenue per Form 990
$1,178,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$739,714
Other Expenses$475,068
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$243,216$84,096-$327,312
Current Officers, Directors, Trustees, and Key Employees$193,225$71,349-$264,574
Fees for Services Other$164,556$16,760-$181,316
Occupancy$45,974$9,803-$55,777
Pension Plan Contributions$39,626$14,113-$53,739
Payroll Taxes$38,966$13,878-$52,844
Depreciation Depletion$739$43,774-$44,513
Other Expenses$43,520--$43,520
Other Employee Benefits$30,413$10,832-$41,245
Fees for Services Accounting-$41,204-$41,204
Interest-$38,329-$38,329
Office Expenses$14,335$4,968-$19,303
Information Technology$13,364$4,760-$18,124
Travel$13,048$4,585-$17,633
Insurance-$15,349-$15,349
Total Functional Expenses$840,982$373,800$0$1,214,782

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,697,926
Expenses per Audited Statements$1,214,782
Total Expenses per Form 990$1,214,782
Expenses Not Reported on Form 990$483,144
Expenses Not Reported on Financial Statements$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Payable$191,606
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The organization has two classes of members: elected board of trustees and appointed members of the niss coporation.”

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

“The members have the full power and authority to make, alter, amend, and appeal the bylaws of the organization.”

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

“A draft of the 990 is sent to the finance committee of the board of trustees for approval.”

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

“Every individual with responsibility as an investigator shall disclose in writing to the director all significant financial interests. Also, the financial disclosures must be updated annually, or whenever new reportable and significant financails interests are obtained. The financial disclosures will be kept for a minimum of three years after closing of the grant to which the individual is the investigator or three years after the individual's responsibilities at the organization end, whichever is later.”

Form 990, Part VI, Section B, line 15

“Salaries of the director and associate director are set by the executive committee of the board of trustees. Salaries of officers and key employees are determined by the executive committee of the board of trustees.”

Form 990, Part VI, Section C, line 18

“990 and 990-t are made available to the public upon written request.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policies, and financial statements are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
National Institute of Statistical
EIN
56-1746337
Phone
2028003880
Address
PO BOX 14006, RESEARCH TRIANGLE PARK, NC 27709

Signing Officer

Name
David S Matteson
Title
Director
Phone
2028003880
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David S Matteson
Formed
1990
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
9
Volunteers
35

Preparer

Firm
Fiore Fedeli Snyder Carothers LLP
Address
2013 Sandy Dr Ste 200, State College, PA 16803
Preparer
Joseph P Fedeli CPA
Phone
8142378999
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“CONSULTANTS: Program service expenses 155,231. Management and general expenses 3,279. Fundraising expenses 0. Total expenses 158,510. HONORARIUMS: Program service expenses 9,325. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,325. ADMINISTRATIVE SUPPORT: Program service expenses 0. Management and general expenses 13,481. Fundraising expenses 0. Total expenses 13,481.”

Part XII, Line 2C

“The organization has a finance committee that assumes oversight and responsibility for the audit of financial statements and approves the report prior to its issuance. The finance committee also oversees the selection of the independent accountant.”

Financial Statement Notes

Part X, Line 2:

“The organization accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management has determined that there were no tax uncertainties that met the recognition threshold as of june 30, 2024. The organization's federal tax returns for tax years subsequent to 2021 remain subject to examination by the internal revenue service.”

Part XI, Line 2D - Other Adjustments:

“RENTAL”

Part XII, Line 2D - Other Adjustments:

“RENTAL”

Raw XML AppendixShowing 400 of 625 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/ProgSrvcAccomActy2Grp/Desc0THE AFFILIATES CONSIST OF APPROXIMATELY 50 GOVERNMENT AGENCIES, CORPORATIONS, AND UNIVERSITIES. THE ORGANIZATION CONDUCTS ACTIVITIES FOR ITS AFFILIATES IN THE AREAS OF RESEARCH, INFORMATION DISSEMINATION, HUMAN RESOURCES, AND NETWORKING.
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