Variable pages · IRS 990 Master Concordance
SD_07_INVEST_SEC_DERIVATIVE_MOV
Financial derivatives - method of valuation
- Description
- Method of valuation
- Table
SD-P07-T00-INVESTMENTS-OTH-DERIVATIVES(one)- Part
- Part VII - Investments - Other Securities
- Location
SCHED-D-PART-07-LINE-01-COL-C- Type
- text
- Scope
- PC – 990 only
- Database
- F990
- Forms
- SZ
2 / 3
xpaths observed / mapped
6.1k
filings with a value
2009–2024
tax years observed
0
open flags
Checks
Value checks
| Result | Value check | Detail |
|---|---|---|
| ✓ pass | Values are text, not numbers | 0% of values are numeric |
| ✓ pass | No sign of truncation | longest values do not sit at a common field limit |
No flags.
Xpaths
| Xpath (under /Return/ReturnData or /Return/ReturnHeader) | Form | Years | Filings | % filers | Repeats in | |
|---|---|---|---|---|---|---|
| x1 | IRS990ScheduleD/FinancialDerivatives/MethodOfValuation | SZ | 2009–2012 | 1,042 | 0.173% | |
| x2 | IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd | SZ | 2013–2024 | 5,032 | 0.174% | |
| x3 | IRS990ScheduleD/Form990ScheduleDPartVII/FinancialDerivatives/MethodOfValuation | 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 | 165 | 277 | 289 | 311 | ||||||||||||
| x2 | 257 | 255 | 253 | 244 | 271 | 373 | 395 | 581 | 639 | 674 | 608 | 482 | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 | <1 |
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 | Average length | Longest |
|---|---|---|---|
| 990 | 6,074 | 1 | 1 |
Most common values
| Value | Filings | Share |
|---|---|---|
F | 4,025 | 66.3% |
C | 2,049 | 33.7% |