New Web Tools from NCCS Linda Lampkin

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New WebTools from NCCS Linda Lampkin Tom
PollakCenter on Nonprofits and Philanthropyat
the Urban InstituteARNOVA Annual
ConferenceDenverNovember 2003

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National Center for Charitable Statistics -- NCCS

• Founded 1980 moved to Urban Institute in 1996
  from Independent Sector
• What we do
• Nonprofit data
• Classification systems
• Research
• Work with IRS and other partners to develop and
  maintain high quality data on the nonprofit
  sector

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NCCS Files

• 140 different data files available
• All tax exempt organizations -- Business Master
  Files from IRS
• Based on IRS Forms 990 -- Core Files,
  GuideStar-NCCS Database, IRS Statistics of Income
  Samples
• Others
• Unified Database of Arts Organizations
  Individual Taxpayer Charitable Giving Data List
  of 501(h) electors(those that report advocacy
  expenses under special IRS rules)

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NCCS Data Goals

• Produce cleaned, checked, organized datasets
• Make them easy to access and use
• Promote research and encourage use of data
• Provide assistance to researchers

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How to Achieve?

• Simple way for researchers to access and acquire
  data
• Use what you want, when you want, in the format
  you need
• Serve range of research questions
• How many nonprofits are there?
• What are the differences in sources of revenues
  among various types of nonprofits?

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Answer The Web

• Use technology to ease access for the simpler
  questions that are more frequently asked
• Create web-based tool that will enable
  researchers to answer more complex questions and
  create their own datasets

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At http//nccs.urban.org

• Available to all
• Frequently Asked Questions (FAQs)
• Information on all databases (public charities,
  private foundations, other tax exempt orgs)
• Current projects (research on administrative
  costs at www.coststudy.org efforts to improve
  data quality at www.qual990.org and e-file Form
  990 at www.form990.org)

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New at nccs.urban.org

• New tools for use of National Taxonomy of Exempt
  Entities (NTEE)
• Key word search
• Manual
• Clusters of codes
• Similar tools for Nonprofit Program Beneficiary
  Classification System (NPC) to analyze nonprofit
  activities

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Additional Web Resources

• Links, IRS Forms and Instructions
• Guide to NCCS Data and KnowledgeBase
• Fact Sheets and Geographic Profiles of the
  Nonprofit Sector
• The DataWeb

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Fact Sheets

• Answers to standard questions
• How many nonprofits and where?
• What are total revenues, expenses, assets?
• By type of nonprofit (NTEE)
• By size grouping (revenues, expenses, assets)
• Aggregate tables, not individual records

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Geographic Profiles

• Geographic Distribution
• By state, county
• For public charities, private foundations, other
  tax exempt organizations
• Aggregate tables, not individual records

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For Those Who Need More

• DataWeb
• Find answers to more detailed inquiries
• Combine multiple data files
• Download individual organizational records
• DataWeb creator Tom Pollak will show you how!

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Report Builder Tool

• Choose up to 3 row or cross-tab grouping fields
• Recode categorical with value labels
• Recode continuous variables by ranges
• Choose from a wide variety of summary
  calcuations means, medians, quartiles
• Create custom calculated fields
• Create custom filters Rural orgs in New
  England that lost money last year
• Customize headings, load easily into Excel

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Complex Filters
MySQL SQL database is behind the scenes
Hundreds of functions available.
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Statistics Tool

• Quick summary of univariate statistics
• Choose a single variable and specify a filter
• Means, medians, non-zero values
• Standard deviation, variance
• Minimum, maximum
• Quartiles, quintiles, and deciles

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Record Viewer Tool

• Display a single record
• Show variable labels and contents

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Table Browser

• Display records in an Excel-like grid
• Drill down to view individual records
• Customize the fields you view
• Apply a filter
• Single-click sorting by any displayed field
  (largest to smallest)

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Record Editor

• Select and view individual records
• Shows full variable names
• Correct errors, improve classifications on the
  fly subject to NCCS review and approval
• All changes saved in the Data Change Log where
  they can be reversed or incorporated into
  subsequent versions of the files

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Extract Data

• Download data in the format of your choice
• Download all records or apply a filter
• Select a few variables, variable groups, or all
  variables
• Formats include Excel, SAS, Stata, SPSS, dBase,
  and a variety of ASCII formats (e.g., for
  Microsoft Access)
• Compressed (gzip) file produced for quick
  download
• No email clog customized data dictionary link
  to data

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Data Views

• Link multiple data sets
• Use in other tools
• Feels like Microsoft Access Relationships
• Create a panel comparing variables across years
• Link to special lookup files (NAICS, SIC)
• Compare data for same orgs from different sources
• Select specific variables, variable groups, or
  all variables

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Input Tools

• Classification Review interface (NTEE, NPC, and
  National Standard)
• Record Editor for making changes to individual
  records
• NCCS Approval Process required before changes
  become effective
• Semi-automated posting of batches of new or
  updated records by researchers and other partners

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Got Data?
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Getting Started

• Become a registered user at http//nccs.urban.org
  or email nccs_at_ui.urban.org
• One-Minute Tours on the Data Web
• Guide to Using NCCS Data
• We wish we could provide for free, but
• Pricing
• Free for scholarly use, except for extracts
• Extracts 50-200 (1-10 files)
• Negotiable