Variable pages · IRS 990 Master Concordance
F9_08_REV_OTH_INVEST_INCOME_EXCL
Investment income - excluded from tax
- Description
- Invest income, column D
- Table
F9-P08-T00-REVENUE(one)- Part
- Part VIII - Statement of Revenue
- Location
F990-PC-PART-08-LINE-03-COL-D- Type
- numeric
- Scope
- PC – 990 only
- Database
- F990
- Forms
- PC
2 / 3
xpaths observed / mapped
2.0M
filings with a value
2009–2024
tax years observed
0
open flags
Checks
Value checks
| Result | Value check | Detail |
|---|---|---|
| ✓ pass | Values parse as numbers | 100.0% of values are numeric |
| ✓ pass | No sudden change in the median between adjacent years | largest change 3.2x (IRS990/InvestmentIncomeGrp/ExclusionAmt, 990, TY2023) |
| ✓ pass | Pooled xpaths are on the same scale (same return type) | largest ratio of medians between xpaths: 1.2x |
| ⓘ info | Sign convention | 0.5% of values are negative (fine for net amounts) |
No flags.
Xpaths
| Xpath (under /Return/ReturnData or /Return/ReturnHeader) | Form | Years | Filings | % filers | Repeats in | |
|---|---|---|---|---|---|---|
| x1 | IRS990/InvestmentIncome/ExclusionAmount | PC | 2009–2012 | 282,666 | 54.8% | |
| x2 | IRS990/InvestmentIncomeGrp/ExclusionAmt | PC | 2013–2024 | 1,737,099 | 51.1% | |
| x3 | IRS990/Form990PartVIII/InvestmentIncome/ExclusionAmount | PC | not observed | 0 |
% filers: percent of in-scope filers whose return has the xpath, in its latest year. Repeats in: share of filings where the element occurs more than once.
Coverage by tax year
| Filings | ’09 | ’10 | ’11 | ’12 | ’13 | ’14 | ’15 | ’16 | ’17 | ’18 | ’19 | ’20 | ’21 | ’22 | ’23 | ’24 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| x1 | 23k | 71k | 90k | 98k | ||||||||||||
| x2 | 106k | 114k | 120k | 124k | 133k | 143k | 150k | 168k | 173k | 179k | 185k | 142k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | 70 | 58 | 56 | 55 | 53 | 52 | 51 | 51 | 51 | 53 | 53 | 52 | 51 | 51 | 52 | 51 |
Filings with a value, by xpath (rows, numbered as in the xpath table) and tax year. A change of row from one year to the next is usually the IRS renaming the element (most were renamed in 2013). Hover a cell for the exact count.
Values
| Return | Filings | % numeric | % zero | % negative | P25 | Median | P75 | P99 |
|---|---|---|---|---|---|---|---|---|
| 990 | 2,019,765 | 100.0% | 7.2% | 0.5% | 202 | 3,865 | 41,605 | 5,294,712 |
Percentiles are the median over tax years of each year's percentile.