Compensation, endowmnet tweaks. Added About.

This commit is contained in:
emfurst 2026-03-31 08:03:58 -04:00
commit 13fb4b8418
13 changed files with 914 additions and 17 deletions

View file

@ -2,6 +2,26 @@
University of Delaware administrative cost benchmarking using public data (IRS 990, IPEDS, BLS CPI-U). Ingests data into a local DuckDB database and serves an interactive Dash dashboard for analysis.
## Scope
This project is currently scoped to the **University of Delaware** as a single institution. It tracks:
- **Executive compensation** from IRS 990 Schedule J filings by the University of Delaware (EIN 516000297) and UD Research Foundation (EIN 516017306)
- **Administrative cost ratios** from IPEDS finance surveys (expenses by function, staffing levels, enrollment)
- **Endowment performance** and **philanthropic giving** from IPEDS F2 (FASB) financial data
- **Administrative headcount** via web scraping, currently focused on the **College of Engineering line management** (COE Central, department offices) and the Provost's Office
### Changing the target institution
The institution scope is controlled by constants in `src/admin_analytics/config.py`:
- `UD_UNITID = 130943` -- IPEDS institution identifier. Change this to target a different institution. Look up UNITIDs at the [IPEDS Data Center](https://nces.ed.gov/ipeds/use-the-data).
- `UD_EINS = [516000297, 516017306]` -- IRS Employer Identification Numbers for 990 filings. Update these to the EINs of the target institution's nonprofit entities.
All IPEDS loaders accept a `unitid_filter` parameter. The scraper URLs in `src/admin_analytics/scraper/directory.py` are UD-specific and would need to be updated for a different institution.
Multi-institution comparisons (AAU peers, Carnegie peers) are planned for a future phase.
## Prerequisites
- Python 3.11+
@ -49,12 +69,15 @@ Opens at [http://localhost:8050](http://localhost:8050). Use `--port` to change
The dashboard must be restarted to pick up newly ingested data (DuckDB opens in read-only mode to avoid lock conflicts).
The dashboard has four tabs:
The dashboard has seven tabs:
- **Executive Compensation** -- top earners from IRS 990 Schedule J, compensation trends by role, compensation breakdown by component, growth vs CPI-U (2017-2023)
- **Executive Compensation** -- top earners from IRS 990 Schedule J, President and top-10 CAGR, trends by role, compensation breakdown by component, growth vs CPI-U (2015-2023)
- **Admin Cost Overview** -- admin cost ratios, expense breakdown by function, cost per student, admin-to-faculty ratio (IPEDS data, 2005-2024)
- **Staffing & Enrollment** -- staff composition, student-to-staff ratios, management vs faculty vs enrollment growth (indexed)
- **Endowment** -- endowment value trends, CAGR, investment return rate, CIO compensation vs endowment growth (IPEDS F2)
- **Philanthropy** -- total private gifts and grants, gift allocation, President and VP Development compensation growth vs fundraising (IPEDS F2 and IRS 990)
- **Current Headcount** -- scraped UD staff directory data with overhead/non-overhead classification by unit
- **About** -- data sources, methodology, and limitations
## Validating Data