Variable pages · IRS 990 Master Concordance
SA_03_PCT_INVEST_INCOME_CY
Investment income percentage - current year
- Description
- Investment income percentage (line 10c column (f) divided by line 13 column(f))
- Table
SA-P03-T00-SUPPORT_SCHEDULE_509(one)- Part
- Part III - Support Schedule for Organizations Described in Section 509(a)(2)
- Location
SCHED-A-PART-03-SECTION-D-LINE-17- Type
- numeric
- Scope
- PZ – 990 and 990-EZ
- Database
- F990
- Forms
- SZ
2 / 3
xpaths observed / mapped
2.2M
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 |
| ▲ warn | No sudden change in the median between adjacent years | largest change 73.3x (IRS990ScheduleA/InvestmentIncomeCYPct, 990, TY2019) |
| ⚠ fail | Pooled xpaths are on the same scale (same return type) | medians differ 13.3x (990: IRS990ScheduleA/InvestmentIncomePercentage vs IRS990ScheduleA/InvestmentIncomeCYPct) |
| ✓ pass | One scale across xpaths (fraction vs percent) | IRS990ScheduleA/InvestmentIncomeCYPct: fraction (0-1); IRS990ScheduleA/InvestmentIncomePercentage: fraction (0-1) |
No flags.
Xpaths
| Xpath (under /Return/ReturnData or /Return/ReturnHeader) | Form | Years | Filings | % filers | Repeats in | |
|---|---|---|---|---|---|---|
| x1 | IRS990ScheduleA/InvestmentIncomePercentage | SZ | 2009–2012 | 261,046 | 35.6% | |
| x2 | IRS990ScheduleA/InvestmentIncomeCYPct | SZ | 2013–2024 | 1,909,954 | 37.6% | |
| x3 | IRS990ScheduleA/Form990ScheduleAPartIII/InvestmentIncomePercentage | 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 | 15k | 64k | 85k | 97k | ||||||||||||
| x2 | 109k | 122k | 132k | 138k | 148k | 157k | 162k | 172k | 193k | 201k | 204k | 172k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | 26 | 30 | 31 | 31 | 32 | 32 | 32 | 32 | 32 | 32 | 32 | 30 | 31 | 31 | 31 | 32 |
| 990-EZ | 40 | 42 | 43 | 44 | 44 | 45 | 45 | 45 | 46 | 46 | 46 | 44 | 44 | 45 | 45 | 46 |
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 | 1,215,483 | 100.0% | 52.1% | 0.0% | 0 | 0 | 0.01 | 0.27 |
| 990-EZ | 955,503 | 100.0% | 73.2% | 0.0% | 0 | 0 | 0.00 | 0.21 |
Percentiles are the median over tax years of each year's percentile.