Variable pages · IRS 990 Master Concordance
SA_02_TOT_INCOME_GRO_CY_M3
Gross investment income during the current tax year minus three years
- Description
- Current tax year minus three years
- Table
SA-P02-T00-SUPPORT_SCHEDULE_170(one)- Part
- Part II - Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
- Location
SCHED-A-PART-02-SECTION-B-LINE-08-COL-B- Type
- numeric
- Scope
- PZ – 990 and 990-EZ
- Database
- F990
- Forms
- SZ
2 / 3
xpaths observed / mapped
1.1M
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 2.0x (IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years, 990EZ, TY2012) |
| ▲ warn | Pooled xpaths are on the same scale (same return type) | medians differ 8.5x (990EZ: IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years vs IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt) |
| ⓘ 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 | IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years | SZ | 2009–2012 | 161,531 | 21.1% | |
| x2 | IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | SZ | 2013–2024 | 950,011 | 16.2% | |
| x3 | IRS990ScheduleA/Form990ScheduleAPartII/GrossInvestmentIncome/CurrentTaxYearMinus3Years | SZ | 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 | 12k | 40k | 52k | 58k | ||||||||||||
| x2 | 63k | 67k | 70k | 71k | 75k | 76k | 79k | 88k | 94k | 96k | 97k | 74k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | 30 | 26 | 26 | 26 | 25 | 25 | 25 | 24 | 24 | 23 | 23 | 23 | 23 | 22 | 22 | 21 |
| 990-EZ | 16 | 13 | 13 | 12 | 11 | 11 | 10 | 9 | 9 | 9 | 8 | 8 | 9 | 9 | 9 | 9 |
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 | 908,004 | 100.0% | 1.8% | 0.6% | 312 | 4,123 | 38,164 | 2,871,799 |
| 990-EZ | 203,535 | 100.0% | 14.8% | 0.2% | 14 | 87.50 | 736 | 28,362 |
Percentiles are the median over tax years of each year's percentile.