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Core 990 financial fields

Source: R/panel-normalize.R
financial_fields.Rd

Money fields eligible for zero-imputation. "core" (default) restricts to the primary financial statements, where a blank on the filed form unambiguously means zero. "all" returns every money field (including schedules), where a blank may instead mean "schedule not filed".

Usage

financial_fields(fields = c("core", "all"), scope = NULL, form = "990")

Arguments

fields

"core" (default) or "all".

scope

Optional form-scope filter ("PC", "PZ", "EZ", "HD", "SG", or "PF").

form

Form family: "990" (default) or "990PF".

Value

A character vector of variable_names.

Details

The core statements depend on the form family:

  • "990": Part I summary and Parts VIII–XI (revenue, expenses, balance sheet, reconciliation).

  • "990PF": Parts I–III (revenue and expenses, balance sheet, changes in net assets), in every column the form reports (books, net investment income, adjusted net income, disbursements; book and fair market value).

See also

panel_normalize(), field_concordance, field_concordance_pf.

Examples

length(financial_fields())
#> [1] 331
head(financial_fields(form = "990PF"))
#> [1] "PF_01_EXCESS_REV_OVER_EXP_BOOKS" "PF_01_EXP_ACC_FEE_ADJ_NET"      
#> [3] "PF_01_EXP_ACC_FEE_BOOKS"         "PF_01_EXP_ACC_FEE_DISBMT"       
#> [5] "PF_01_EXP_ACC_FEE_NET"           "PF_01_EXP_COMP_OFF_ADJ_NET"