Variable pages · IRS 990 Master Concordance

PF_AX36_EXP_OTH_INVEST_NET

Other expenses schedule - net investment income

Description
Net Investment Income
Table
PF-P99-T36-EXP-OTH (many)
Part
Auxiliary schedules and attachments (statements filed with the 990-PF)
Location
F990-PF-PART-99-AUX-SCHED-36
Type
numeric
Scope
PF – 990-PF
Database
F990PF
Forms
PF
2 / 2
xpaths observed / mapped
598k
filings with a value
2009–2024
tax years observed
0
open flags

Checks

Value checks

ResultValue checkDetail
✓ passValues parse as numbers100.0% of values are numeric
▲ warnNo sudden change in the median between adjacent yearslargest change 19.2x (OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt, 990PF, TY2014)
▲ warnPooled xpaths are on the same scale (same return type)medians differ 3.1x (990PF: OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome vs OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt)
ⓘ infoSign convention0.2% of values are negative (fine for net amounts)

No flags.

Xpaths

Xpath (under /Return/ReturnData or /Return/ReturnHeader)FormYearsFilings% filersRepeats in
x1OtherExpensesSchedule/OtherExpenses/NetInvestmentIncomePF2009–201253,12152.2%54.7%
x2OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmtPF2013–2024544,47750.6%58.1%

% 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
x11.4k13k18k21k
x224k29k32k33k36k39k46k60k61k63k63k58k
Fill rate: % of all filings of the return type (largest xpath)
990-PF58525252535454535352535251515151

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

ReturnFilings% numeric% zero% negativeP25MedianP75P99
990-PF597,598100.0%53.6%0.2%0037099,966

Percentiles are the median over tax years of each year's percentile.

Example filings

Tax yearReturnXpathOrganizationValue
2024990PFx2SECURE WORLD FOUNDATION561XML
2012990PFx1THE BLANC FUND13496XML