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Institutional Research Consultants

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uuid002l6ob

Namestring
Institutional Research Consultants
Legal namestring
Institutional Research Consultants, Ltd.
Company typeenum
Private
Founded yearint
2000
Descriptiontext

Institutional Research Consultants, Ltd. (IRC) is a private, family-owned program evaluation research firm headquartered in New Albany, Ohio (Columbus metro area). Founded by Dr. Jan Upton in 2000 and restructured as an LLC in 2008, the firm provides external program evaluation services to universities, colleges, K-12 school districts, and nonprofit educational organizations. Its core offerings include grant proposal evaluation plan development, formative and summative evaluation research, survey design and administration, interviews and observations, and technical assistance. Most projects focus on STEM education, reading and literacy, at-risk students, and teacher professional development, with a current portfolio spanning 4 NSF-funded and 6 US Department of Education evaluations.

The firm's technology stack is intentionally lightweight, centered on Survey Monkey for online survey development, administration, and data analysis, supplemented by standard qualitative and quantitative research methodologies. There is no proprietary software product; all work is delivered as professional services. The core operating team consists of Dr. Jan Upton as President and Dillon Upton as Support Services Manager, with additional capacity drawn from a network of independent consultants and partner firms such as qualitative analyst Rachel Ross. Operations are delivered primarily via email, phone, and Zoom, with on-site data collection subcontracted to local consultants to control costs.

IRC's business model is professional services revenue earned through consulting fees on quote-based, scope-defined engagements. Pricing is not publicly disclosed. Client acquisition is sales-led, driven by direct outreach, professional network referrals, RFP processes for grant-funded projects, and visibility through memberships in the American Evaluation Association and Ohio Program Evaluators' Group. Projects are typically multi-year and tied to federal or state grant funding cycles, providing revenue visibility but exposing the firm to grant renewal risk.

Short descriptiontext

IRC is a private Ohio-based program evaluation firm providing external evaluator services to universities, colleges, school districts, and nonprofits on grant-funded STEM, literacy, at-risk student, and teacher development initiatives.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersPowell, United States
HQ citystring
Powell
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
program evaluation services, education research consulting, external program evaluation, grant evaluation research, formative summative evaluation
Industry2 codes
1Grantmaking Agencies & Education Program Grants Administration
CodeEDADAHADPrimaryYes
2Formative & Benchmark Assessment Content (K–12)
CodeEDAGADAHPrimaryNo
NAICS code2 codes
  • Educational Support Services611710
  • Research and Development in the Social Sciences and Humanities54172
SIC code3 codes
  • Services-Management Consulting Services8742
  • Services-Educational Services8200
  • Services-Engineering, Accounting, Research, Management8700
Product category
Educational Program Evaluation Research Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Program Evaluation Research Services
TypeProfessional Services
Description

IRC provides professional evaluation research services primarily to educational institutions and non-profit organizations. Revenue is generated through consulting fees for evaluation planning, implementation, survey design, interviews, observations, and report writing services. Projects are typically grant-funded and span multiple years.

irc-evaluation.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

IRC serves as an external evaluator for education-related projects, providing program evaluation research services to universities, colleges, schools, and related organizations. Core deliverables include development of evaluation plans for grant proposals, multi-year formative and summative evaluation reporting, online survey design and administration (via Survey Monkey), stakeholder interviews and observations, and broader technical assistance. Most projects focus on STEM, reading/literacy, at-risk students, or teacher professional development and are grant-funded (NSF, USDOE, and others).

Differentiator
Functional benefit
Problem solved
Product overview1 text field

IRC is a program evaluation research services firm that offers a unified suite of evaluation services rather than a software product. The core offerings include Grant Proposal Evaluation Plan Development, Evaluation Research (formative and summative), Survey Design and Processing (using Survey Monkey), and Interviews and Observations. These services are tailored to educational institutions, universities, colleges, schools, and nonprofits, with most projects focusing on STEM education, reading, at-risk students, and teacher professional development.

Product and service5 records
1Grant Proposal Evaluation Plan Development
CategoryProgram Evaluation Services
Description

Design and writing of the evaluation section for grant proposals, with each plan tailored to the specific funding guidelines and project goals. Most projects focus on improving STEM education and services to disadvantaged populations.

2Evaluation Research
CategoryProgram Evaluation Services
Description

Multi-year evaluation planning and implementation for educational programs, including data collection and analysis, identification of needed program changes, and facilitation of program improvement. Specializes in formative reporting and year-end summative reporting for grant-funded projects.

3Survey Design and Processing
CategoryProgram Evaluation Services
Description

Rapid development of new surveys or identification of pre-existing validated instruments, with survey administration, data analysis, and report writing delivered using the Survey Monkey platform for online surveys.

4Interviews and Observations
CategoryProgram Evaluation Services
Description

Telephone interviews, in-person interviews (individual or focus group), and observations — typically of classrooms and professional development activities — covering a wide range of stakeholder types from top executives through elementary school children.

5Technical Assistance and Other Services
CategoryProgram Evaluation Services
Description

Broad suite of additional evaluation, data collection, analysis, and report writing services, with IRC collaborating with individual consultants or partner firms when client needs extend beyond core capabilities.

Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Rachel Ross
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Professional Qualitative Analyst and Editor who has continuously assisted IRC with various report and data analysis tasks since 2014. Located in northern California, she works extensively as an Independent Consultant for social science firms, nonprofit agencies, entrepreneurs, authors, and publishers. Holds a Bachelor's in Sociology from UC Santa Cruz and worked in commercial broadcast news and public affairs (PBS). Fluent in Portuguese.

irc-evaluation.com
Recent move9 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Mathematica is a leading social policy research and evaluation firm with deep expertise in education and workforce program evaluation. It is a frequent competitor on the same federal RFPs IRC bids on, particularly for USDOE-funded studies.

TypeBroad incumbent
Description

Abt Associates is a global research and consulting firm with a sizable education and workforce evaluation practice. It pursues large federal evaluation contracts where IRC may serve as a sub-contractor.

TypeDirect peer
Description

Equal Measure is a Philadelphia-based consulting firm that provides evaluation, research, and capacity-building services to education, workforce, and non-profit clients. Like IRC, it focuses on external program evaluation for grant-funded initiatives, making it a closely comparable direct peer.

TypeDirect peer
Description

Insight Policy Research is a small-to-mid-size firm providing program evaluation, policy analysis, and technical assistance to federal agencies and educational institutions. Its grant-funded education evaluation work closely mirrors IRC's niche.

TypeDirect peer
Description

Horizon Research is an education research and evaluation firm specializing in STEM education, professional development, and systemic reform evaluation. Dr. Upton previously worked at Horizon, and its focus on NSF-funded STEM program evaluation directly parallels IRC's service mix.

TypeBroad incumbent
Description

AIR is a major nonpartisan research and evaluation organization with a large education practice. It pursues the same federal education evaluation contracts as IRC but operates nationally with hundreds of researchers and methodologists.

TypeBroad incumbent
Description

RAND is a large research institution with a substantial education and workforce evaluation portfolio serving federal and state clients. While it operates at vastly greater scale, it competes in the same federal evaluation marketplace.

TypeDirect peer
Description

IMPAQ International provides research, evaluation, and analytic services for education, workforce, and social policy programs. Like IRC, it serves as an external evaluator on federal grant initiatives but at a significantly larger scale.

TypeBroad incumbent
Description

Westat is a large employee-owned research firm with a substantial education evaluation practice serving federal agencies. It competes with IRC on the same NSF and USDOE RFPs but at much greater scale, with national reach and proprietary analytic capabilities.

TypeDirect peer
Description

MDRC is a nonpartisan social policy research organization that designs and evaluates education and workforce programs. Dr. Upton is a former MDRC evaluator, and the firm's external evaluation work for grant-funded programs is directly comparable to IRC's service offering.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers8 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Institutional Research Consultants

Educational Program Evaluation Research Servicesirc-evaluation.com

IRC is a private Ohio-based program evaluation firm providing external evaluator services to universities, colleges, school districts, and nonprofits on grant-funded STEM, literacy, at-risk student, and teacher development initiatives.

What Institutional Research Consultants does

Institutional Research Consultants, Ltd. (IRC) is a private, family-owned program evaluation research firm headquartered in New Albany, Ohio (Columbus metro area). Founded by Dr. Jan Upton in 2000 and restructured as an LLC in 2008, the firm provides external program evaluation services to universities, colleges, K-12 school districts, and nonprofit educational organizations. Its core offerings include grant proposal evaluation plan development, formative and summative evaluation research, survey design and administration, interviews and observations, and technical assistance. Most projects focus on STEM education, reading and literacy, at-risk students, and teacher professional development, with a current portfolio spanning 4 NSF-funded and 6 US Department of Education evaluations.

The firm's technology stack is intentionally lightweight, centered on Survey Monkey for online survey development, administration, and data analysis, supplemented by standard qualitative and quantitative research methodologies. There is no proprietary software product; all work is delivered as professional services. The core operating team consists of Dr. Jan Upton as President and Dillon Upton as Support Services Manager, with additional capacity drawn from a network of independent consultants and partner firms such as qualitative analyst Rachel Ross. Operations are delivered primarily via email, phone, and Zoom, with on-site data collection subcontracted to local consultants to control costs.

IRC's business model is professional services revenue earned through consulting fees on quote-based, scope-defined engagements. Pricing is not publicly disclosed. Client acquisition is sales-led, driven by direct outreach, professional network referrals, RFP processes for grant-funded projects, and visibility through memberships in the American Evaluation Association and Ohio Program Evaluators' Group. Projects are typically multi-year and tied to federal or state grant funding cycles, providing revenue visibility but exposing the firm to grant renewal risk.

Institutional Research Consultants firmographics

Firmographics
Name
Institutional Research Consultants
Legal name
Institutional Research Consultants, Ltd.
Website
https://irc-evaluation.com
Company type
Private
Founded year
2000
Operating status
Operating
Headcount range
1–10 employees
Short description
IRC is a private Ohio-based program evaluation firm providing external evaluator services to universities, colleges, school districts, and nonprofits on grant-funded STEM, literacy, at-risk student, and teacher development initiatives.
Ownership category
akta.pro rank

Institutional Research Consultants industry classification

Industry
Product category
Educational Program Evaluation Research Services
NAICS
Educational Support Services (611710), Research and Development in the Social Sciences and Humanities (54172)
SIC
Services-Management Consulting Services (8742), Services-Educational Services (8200), Services-Engineering, Accounting, Research, Management (8700)
akta.pro primary industry
Grantmaking Agencies & Education Program Grants Administration (EDADAHAD)
akta.pro secondary industry
Formative & Benchmark Assessment Content (K–12) (EDAGADAH)

Keywords

  • Program evaluation services
  • Education research consulting
  • External program evaluation
  • Grant evaluation research
  • Formative summative evaluation

Where Institutional Research Consultants is headquartered

Location

Headquarters

HQ city
Powell
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Institutional Research Consultants business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others

Revenue model

  1. Program Evaluation Research Services: IRC provides professional evaluation research services primarily to educational institutions and non-profit organizations. Revenue is generated through consulting fees for evaluation planning, implementation, survey design, interviews, observations, and report writing services. Projects are typically grant-funded and span multiple years.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Institutional Research Consultants product offering

Product offering

Core offering

IRC serves as an external evaluator for education-related projects, providing program evaluation research services to universities, colleges, schools, and related organizations. Core deliverables include development of evaluation plans for grant proposals, multi-year formative and summative evaluation reporting, online survey design and administration (via Survey Monkey), stakeholder interviews and observations, and broader technical assistance. Most projects focus on STEM, reading/literacy, at-risk students, or teacher professional development and are grant-funded (NSF, USDOE, and others).

Product overview

IRC is a program evaluation research services firm that offers a unified suite of evaluation services rather than a software product. The core offerings include Grant Proposal Evaluation Plan Development, Evaluation Research (formative and summative), Survey Design and Processing (using Survey Monkey), and Interviews and Observations. These services are tailored to educational institutions, universities, colleges, schools, and nonprofits, with most projects focusing on STEM education, reading, at-risk students, and teacher professional development.

Differentiator

Problem solved

Functional benefit

Products and services

  • Grant Proposal Evaluation Plan Development Design and writing of the evaluation section for grant proposals, with each plan tailored to the specific funding guidelines and project goals. Most projects focus on improving STEM education and services to disadvantaged populations.
  • Evaluation Research Multi-year evaluation planning and implementation for educational programs, including data collection and analysis, identification of needed program changes, and facilitation of program improvement. Specializes in formative reporting and year-end summative reporting for grant-funded projects.
  • Survey Design and Processing Rapid development of new surveys or identification of pre-existing validated instruments, with survey administration, data analysis, and report writing delivered using the Survey Monkey platform for online surveys.
  • Interviews and Observations Telephone interviews, in-person interviews (individual or focus group), and observations — typically of classrooms and professional development activities — covering a wide range of stakeholder types from top executives through elementary school children.
  • Technical Assistance and Other Services Broad suite of additional evaluation, data collection, analysis, and report writing services, with IRC collaborating with individual consultants or partner firms when client needs extend beyond core capabilities.

Companies that use Institutional Research Consultants

Customer profile

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Institutional Research Consultants technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Institutional Research Consultants partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Rachel RossminorStrategic or Co-development PartnerProfessional Qualitative Analyst and Editor who has continuously assisted IRC with various report and data analysis tasks since 2014. Located in northern California, she works extensively as an Independent Consultant for social science firms, nonprofit agencies, entrepreneurs, authors, and publishers. Holds a Bachelor's in Sociology from UC Santa Cruz and worked in commercial broadcast news and public affairs (PBS). Fluent in Portuguese.

Scale indicators3 records

Recent moves9 records

Expansion highlights3 records

Institutional Research Consultants competitors and assessment

Company assessment

Broad incumbents

  • Mathematica Policy Research: Mathematica is a leading social policy research and evaluation firm with deep expertise in education and workforce program evaluation. It is a frequent competitor on the same federal RFPs IRC bids on, particularly for USDOE-funded studies.
  • Abt Associates: Abt Associates is a global research and consulting firm with a sizable education and workforce evaluation practice. It pursues large federal evaluation contracts where IRC may serve as a sub-contractor.
  • American Institutes for Research (AIR): AIR is a major nonpartisan research and evaluation organization with a large education practice. It pursues the same federal education evaluation contracts as IRC but operates nationally with hundreds of researchers and methodologists.
  • RAND Corporation: RAND is a large research institution with a substantial education and workforce evaluation portfolio serving federal and state clients. While it operates at vastly greater scale, it competes in the same federal evaluation marketplace.
  • Westat: Westat is a large employee-owned research firm with a substantial education evaluation practice serving federal agencies. It competes with IRC on the same NSF and USDOE RFPs but at much greater scale, with national reach and proprietary analytic capabilities.

Direct peers

  • Equal Measure: Equal Measure is a Philadelphia-based consulting firm that provides evaluation, research, and capacity-building services to education, workforce, and non-profit clients. Like IRC, it focuses on external program evaluation for grant-funded initiatives, making it a closely comparable direct peer.
  • Insight Policy Research: Insight Policy Research is a small-to-mid-size firm providing program evaluation, policy analysis, and technical assistance to federal agencies and educational institutions. Its grant-funded education evaluation work closely mirrors IRC's niche.
  • Horizon Research, Inc. Horizon Research is an education research and evaluation firm specializing in STEM education, professional development, and systemic reform evaluation. Dr. Upton previously worked at Horizon, and its focus on NSF-funded STEM program evaluation directly parallels IRC's service mix.
  • IMPAQ International: IMPAQ International provides research, evaluation, and analytic services for education, workforce, and social policy programs. Like IRC, it serves as an external evaluator on federal grant initiatives but at a significantly larger scale.
  • MDRC: MDRC is a nonpartisan social policy research organization that designs and evaluates education and workforce programs. Dr. Upton is a former MDRC evaluator, and the firm's external evaluation work for grant-funded programs is directly comparable to IRC's service offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Institutional Research Consultants social profiles

Digital presence

Institutional Research Consultants compliance and trust

Trust signal

Compliance1 record

Institutional Research Consultants financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Institutional Research Consultants leadership team

Management profile

Number of profiles

Profiles2 records

Institutional Research Consultants funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Institutional Research Consultants M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Institutional Research Consultants

What does Institutional Research Consultants do?

IRC serves as an external evaluator for education-related projects, providing program evaluation research services to universities, colleges, schools, and related organizations. Core deliverables include development of evaluation plans for grant proposals, multi-year formative and summative evaluation reporting, online survey design and administration (via Survey Monkey), stakeholder interviews and observations, and broader technical assistance. Most projects focus on STEM, reading/literacy, at-risk students, or teacher professional development and are grant-funded (NSF, USDOE, and others).

Is Institutional Research Consultants a public or private company?

Institutional Research Consultants is a private company. It is classified as family owned and is currently operating.

When was Institutional Research Consultants founded?

Institutional Research Consultants was founded in 2000. It employs 1 to 10 people.

Where is Institutional Research Consultants based?

Institutional Research Consultants is headquartered in Powell, United States, in the North America region.

How does Institutional Research Consultants make money?

One revenue line is on record: program Evaluation Research Services.

Who are Institutional Research Consultants's main competitors?

Broad incumbents on record are Mathematica Policy Research, Abt Associates, American Institutes for Research (AIR), RAND Corporation and Westat. Direct peers are Equal Measure, Insight Policy Research, Horizon Research, Inc., IMPAQ International and MDRC.

Does Institutional Research Consultants have an API?

No public API is recorded for Institutional Research Consultants.

What industry is Institutional Research Consultants in?

Institutional Research Consultants's product category is Educational Program Evaluation Research Services. Its primary akta.pro industry code is EDADAHAD, Grantmaking Agencies & Education Program Grants Administration, with a secondary code of EDAGADAH, Formative & Benchmark Assessment Content (K–12). Its NAICS code is 611710 and its SIC code is 8742.

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