ERI’s Compensation Comparables Assessor™ & Tax-Exempt Survey software and databases create fast and easy competitive compensation reports for nonprofit organizations. Compensation, allowance, and benefit analyses are based on industry, location, and organization size (revenue/assets/grants/total expenses) with the ability to produce all industry or selected peer comparisons. This pay survey software also enables users to retrieve source documents of comparable organizations’ executive pay and financial histories via ERI's databases (over 3 million Form 990 EOs/EZs/PFs) and allows comparisons to for-profit peers (all SEC 10-Ks and proxies from 1994-Present).
With over 200,000 unique organizations’ data, this is the largest executive compensation survey ever conducted. Each annual subscription receives 4 quarterly updates. Data is compiled by ERI’s optical character recognition (OCR) reading of publicly available forms, combined with data leased from both GuideStar and the Urban Institute. Utilized by both the IRS TEE and National Appeals Offices and State Attorney General Charities regulators (such as New York), ERI is a trusted source of compensation data in assisting those affected by IRC § 4958 Intermediate Sanctions requirements.
Features
- Analyze compensation for executive and board positions in tax-exempt organizations
- Adjust executive compensation calculations by industry
- Trend compensation data by adjusting the salary planning date; review any organization’s historically trended practices
- Analyze total compensation and benefits of executives at comparable organizations, selected from a menu of both tax-exempt and for-profit peers
- Find comparable organizations with a similar position, location, industry, and/or size in revenue
- Research individual organizations’ executive pay packages and financials from Form 990s, Years 1992 - Present, and proxies/10-Ks from 1994 – Present
- Determine competitive compensation ranges
- Identify at-risk executives paid below market
- Create executive pay packages that meet IRS standards for reasonable compensation (Intermediate Sanctions, IRC § 4958)
- Analyze for-profit salaries alongside nonprofit salaries for a single position
- Establish a pay policy strategy to lead, lag, or meet the market rates
- Generate graphs of your executive compensation comparisons
- Review Contractors’ pay (treated as a position, “Business Services Contractor”)
- Review and edit position descriptions
- Available 24/7 via your computer for the duration of your annual subscription
- Receive dataset updates each quarter via Internet download or mailed CD-ROM
- Print, email, or export executive compensation reports from your desktop to Excel, Word, etc.
Over 200,000 unique organizations are included, some with historic pay as far back as 1992. ERI's Assessor Series® software has been successfully utilized in US Tax Court since 1989 for purposes of estimating reasonable compensation relating to owner/employee deductions per section 162(a)(1) of the Internal Revenue Code. This is important because Treasury Regulations relating to intermediate sanctions (IRC § 4958) allow applicable tax-exempt organizations to create a "rebuttable presumption of reasonableness" regarding compensation paid to key employees, and allows for comparison to for-profit and exempt organizations. This compensation software provides trend analyses for historic reviews, plus the capacity to search, rank, and sort by industry, area, date, and/or size (assets or revenue). A graph of extracted pay data shows executives above, below, and beyond one standard deviation, enabling users to quickly identify outliers.
Subscribers can search 87 executive job titles based on the 1,251,368 compensated data entries currently comprising the database. This executive compensation software also provides access to the original source material. (Any of over 3 million Form 990s and 10-Ks/proxies may be downloaded.) Data are presented on interactive graphs. Click on a "dot" to view the source documents. Note: To retrieve Form 990 or SEC 10-K/proxy source data, the user must be connected tot he internet.
Example Screens
Largest Nonprofit Executive Pay Survey Ever Conducted

Compare For-Profit Data (squares) to Non-Profit Data (circles)

Adjust Organization Variables for Pay Analyses

Pay Reported at Percentages Above and Below the Mean
Graph Identifies Trend and Outliers

Analyze Compensation in Comparison to Revenue
View Executive Pay Histories

Quickly Pull Up Summary Compensation Tables and Form 990s

Review Job Descriptions for Each Position
ERI Economic Research Institute, Inc. is a leader in compensation and job content information. Based in Redmond, Washington, ERI provides salary survey and cost-of-living research reports and software to annual subscribers for salary planning and/or Board or litigation support. With information gathered from OCR/digitization, web services, data-mining, both old-fashioned and new patented survey methodologies, and an extensive survey library, ERI’s staff of 50 provides subscribers with data including assessments on salary, relocation, cost of living and executive compensation. ERI’s compensation databases contain 20 years of collected data used by subscribers to analyze salary ranges, set competitive pay, research salary survey and geographic pay, establish relocation allowances, determine merit increases, prepare CEO and other executive compensation reports, and assess private industry and nonprofit salaries. ERI’s data covers the United States, Canada, the United Kingdom, and other countries throughout Europe. Over 10,000 annual subscribers worldwide rely on ERI for either primary or secondary source materials.