Variable pages · IRS 990 Master Concordance
SD_05_ENDOW_INVEST_CY_M4
Endowment fund net investment earnings, gains, and losses - four years back
- Description
- Investment earnings or losses
- Table
SD-P05-T00-ENDOWMENT(one)- Part
- Part V - Endowment Funds
- Location
SCHED-D-PART-05-LINE-01C-COL-E- Type
- numeric
- Scope
- PC – 990 only
- Database
- F990
- Forms
- SZ
2 / 2
xpaths observed / mapped
304k
filings with a value
2012–2024
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 34.0x (IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt, 990, TY2016) |
| ✓ pass | Pooled xpaths are on the same scale (same return type) | largest ratio of medians between xpaths: 1.0x |
| ⓘ info | Sign convention | 18.3% 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 | IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses | SZ | 2012–2012 | 14,312 | 7.96% | |
| x2 | IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | SZ | 2013–2024 | 290,033 | 6.79% |
% 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 | 14k | |||||||||||||||
| x2 | 18k | 20k | 22k | 23k | 25k | 25k | 26k | 28k | 28k | 29k | 29k | 19k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | 8 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 7 | |||
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 | 304,345 | 100.0% | 1.1% | 18.3% | 4,858 | 39,073 | 233,990 | 15,956,264 |
Percentiles are the median over tax years of each year's percentile.