Compute all fiscal health metrics in one call

Applies every get_*() ratio function in the fiscal package to a data frame in a single call. The data frame is sanitized once up front using sanitize_financials(), then each function is called with sanitize = FALSE to avoid redundant imputation passes.

Usage

compute_all(
  df,
  metrics = c("ratio", "w", "z", "p"),
  append_to_df = TRUE,
  winsorize = 0.98,
  verbose = TRUE
)

Arguments

df: A data.frame containing IRS 990 efile financial fields.
metrics: Character vector of metric variants to return. Any combination of "ratio", "w", "z", "p". Defaults to all four.
append_to_df: Logical. If TRUE (default), returns the original df with metric columns appended. If FALSE, returns only .IDVARS identifier columns plus the selected metric columns.
winsorize: Winsorization proportion (default 0.98).
verbose: Logical. If TRUE (default), prints progress messages.

Value

A data.frame.

Examples

library( fiscal )
data( dat10k )
d <- compute_all( dat10k )
#> Sanitizing financial fields ...
#> 
#> }} Computing get_current_ratio ...
#>    :: Current liabilities equal to zero :: 168 case(s) replaced with NaN
#> 
#> }} Computing get_quick_ratio ...
#>    :: Current liabilities equal to zero :: 168 case(s) replaced with NaN
#> 
#> }} Computing get_cash_liquidity_ratio ...
#>    :: Current liabilities equal to zero :: 168 case(s) replaced with NaN
#> 
#> }} Computing get_cash_assets_ratio ...
#>    :: Total assets equal to zero :: 274 case(s) replaced with NaN
#> 
#> }} Computing get_cash_on_hand ...
#> 
#> }} Computing get_cash_burn_ratio ...
#> 
#> }} Computing get_days_cash_operations ...
#>    :: Daily operating expenses equal to zero :: 86 case(s) replaced with NaN
#> 
#> }} Computing get_days_cash_investments ...
#>    :: Daily operating expenses equal to zero :: 86 case(s) replaced with NaN
#> 
#> }} Computing get_months_cash_operations ...
#>    :: Monthly operating expenses equal to zero :: 86 case(s) replaced with NaN
#> 
#> }} Computing get_liquid_assets_months ...
#>    :: Total expenses equal to zero :: 77 case(s) replaced with NaN
#> 
#> }} Computing get_debt_assets_ratio ...
#>    :: Assets equal to zero :: 274 case(s) replaced with NaN
#> 
#> }} Computing get_debt_equity_ratio ...
#>    :: Equity equal to zero :: 329 case(s) replaced with NaN
#> 
#> }} Computing get_debt_netassets_ratio ...
#>    :: Net assets equal to zero :: 329 case(s) replaced with NaN
#> 
#> }} Computing get_debt_shortterm_ratio ...
#>    :: Net assets equal to zero :: 709 case(s) replaced with NaN
#> 
#> }} Computing get_debt_secured_ratio ...
#>    :: Total liabilities equal to zero :: 2,928 case(s) replaced with NaN
#> 
#> }} Computing get_debt_unsecured_ratio ...
#> Warning: get_debt_unsecured_ratio() skipped: None of the specified columns were found in the data: F9_10_LIAB_NOTE_UNSEC_EOY
#> 
#> }} Computing get_self_sufficiency_ratio ...
#>    :: Total expenses equal to zero :: 143 case(s) replaced with NaN
#> 
#> }} Computing get_earned_income_ratio ...
#>    :: Total revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_grants_govt_ratio ...
#>    :: Total revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_donations_revenue_ratio ...
#>    :: Total revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_investment_income_ratio ...
#>    :: Total revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_assets_revenue_ratio ...
#>    :: Total revenue equal to zero :: 200 case(s) replaced with NaN
#> 
#> }} Computing get_revenue_fedcampaign_ratio ...
#> Warning: get_revenue_fedcampaign_ratio() skipped: None of the specified columns were found in the data: F9_08_REV_CONTR_FED_CAMP
#> 
#> }} Computing get_revenue_membdues_ratio ...
#>    :: Total revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_revenue_fundevents_ratio ...
#> Warning: get_revenue_fundevents_ratio() skipped: None of the specified columns were found in the data: F9_08_REV_CONTR_FUNDR_EVNT
#> 
#> }} Computing get_revenue_reltdorgs_ratio ...
#> Warning: get_revenue_reltdorgs_ratio() skipped: None of the specified columns were found in the data: F9_08_REV_CONTR_RLTD_ORG
#> 
#> }} Computing get_revenue_programs_ratio ...
#>    :: Total revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_program_expenses_ratio ...
#>    :: Total expenses equal to zero :: 143 case(s) replaced with NaN
#> 
#> }} Computing get_expenses_admin_ratio ...
#>    :: Total expenses equal to zero :: 77 case(s) replaced with NaN
#> 
#> }} Computing get_overhead_ratio ...
#>    :: Total expenses equal to zero :: 77 case(s) replaced with NaN
#> 
#> }} Computing get_fundraising_efficiency_ratio ...
#>    :: Total contributions equal to zero :: 244 case(s) replaced with NaN
#> 
#> }} Computing get_profit_margin_postdepr ...
#>    :: Revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_profit_margin_predepr ...
#>    :: Revenue equal to zero :: 74 case(s) replaced with NaN
#> 
#> }} Computing get_expenses_grants_ratio ...
#> Warning: get_expenses_grants_ratio() skipped: None of the specified columns were found in the data: F9_09_EXP_GRANT_US_ORG_TOT
#> 
#> }} Computing get_expenses_membbenefits_ratio ...
#> Warning: get_expenses_membbenefits_ratio() skipped: None of the specified columns were found in the data: F9_09_EXP_BEN_PAID_MEMB_TOT
#> 
#> }} Computing get_expenses_compensation_ratio ...
#> Warning: get_expenses_compensation_ratio() skipped: None of the specified columns were found in the data: F9_09_EXP_COMP_DTK_TOT
#> 
#> }} Computing get_expenses_feesforservice_ratio ...
#> Warning: get_expenses_feesforservice_ratio() skipped: None of the specified columns were found in the data: F9_09_EXP_FEE_SVC_MGMT_TOT
#> 
#> }} Computing get_expenses_affiliates_ratio ...
#> Warning: get_expenses_affiliates_ratio() skipped: None of the specified columns were found in the data: F9_09_EXP_PAY_AFFIL_TOT
#> 
#> }} Computing get_equity_ratio ...
#>    :: Total assets equal to zero :: 274 case(s) replaced with NaN
#> 
#> }} Computing get_netassets_composition_ratio ...
#>    :: Total net assets equal to zero :: 709 case(s) replaced with NaN
#> 
#> }} Computing get_operating_reserve_ratio ...
#>    :: Total expenses equal to zero :: 77 case(s) replaced with NaN
#> 
#> }} Computing get_land_assets_gross_ratio ...
#>    :: Total assets equal to zero :: 274 case(s) replaced with NaN
#> 
#> }} Computing get_land_assets_net_ratio ...
#>    :: Total assets equal to zero :: 274 case(s) replaced with NaN
#> 
#> }} Computing get_investments_assets_ratio ...
#> Warning: get_investments_assets_ratio() skipped: None of the specified columns were found in the data: F9_10_ASSET_INVEST_SEC_EOY
#> 
#> }} Computing get_netassets_growth_ratio ...
#>    :: Beginning net assets equal to zero :: 930 case(s) replaced with NaN
#> 
#> }} Computing get_surplus_margin_ratio ...
#>    :: Total revenue equal to zero :: 200 case(s) replaced with NaN
#> 
#> }} Computing get_return_assets_ratio ...
#>    :: Total assets equal to zero :: 274 case(s) replaced with NaN
#> 
#> }} Computing get_return_netassets_ratio ...
#>    :: Beginning net assets equal to zero :: 930 case(s) replaced with NaN
#> Done. 152 metric column(s) produced.
dim( d )
#> [1] 10000   245