Package index • panel990

Sample frame

Define a reusable specification of keys and typed rules, then apply it to, or validate it against, any data frame.

create_sfw(): Create a sample frame

add_key() get_keys(): Register a key on a sample frame

add_rule(): Add or replace a rule on a sample frame

update_rule() remove_rule() get_rules(): Update, drop, or list sample-frame rules

add_meta() set_policy() add_function() add_view() add_refresh(): Metadata, policies, and rule sugar for a sample frame

classify_panel(): Classify panel membership and store it as label rules

apply_sfw(): Apply a sample frame to a data frame

apply_check(): Run a sample frame's check rules

views(): Compute a sample frame's view rules against a data frame

conform(): Check whether a data frame conforms to a sample frame

The panel object

Bundle data with its sample frame; extract and report provenance.

as_panel() is_panel(): Bundle a data frame with a sample frame

panel_data() sample_frame(): Extract the data frame or sample frame from a panel

manifest(): Report a panel's provenance ledger

Acquire & assemble

Download, read, merge, and stack efile tables into a panel.

panelize(): Download, filter, merge, append BMF, and stack a panel

data_source(): Create an efile source configuration

table_catalog(): Catalog of canonical efile tables

resolve_tables(): Resolve aliases and literal efile table names

download_tables(): Download or reuse efile table CSV files

read_tables(): Read acquired efile CSV tables

merge_tables(): Merge efile tables using explicit filing keys

Organization traits (BMF)

Attach NCCS Business Master File fields by EIN.

bmf_merge(): Merge native BMF fields onto efile data

bmf_retrieve(): Retrieve and prepare the NCCS BMF master

bmf_prepare(): Prepare current-schema BMF data

bmf_url(): Return the current NCCS geocoded BMF master URL

bmf_vars(): Return the default native BMF fields

Normalize & clean

Form-aware normalization of source encodings and record deduplication.

concordance(): Construct a field-level data-normalization concordance

normalize(): Normalize efile source encodings using form-aware rules

panel_normalize(): Normalize blank financial fields to zero, form-scoped

financial_fields(): Core 990 financial fields

fields_in_scope(): Select efile fields by form scope

panel_deduplicate() deduplicate(): Select one filing per organization-year

Panel analysis

Classify, label, filter, impute, and smooth panels over time.

panel_describe(): Describe panel coverage and membership

panel_update(): Refresh panel-membership labels

panel_label(): Label rows with panel membership

panel_filter(): Select panel organizations by membership type

panel_balance(): Trim a panel to a balanced rectangle

panel_complete(): Complete panel spans by filling interior gaps

panel_impute(): Insert and fill missing panel years

panel_smooth(): Smooth numeric variables within panel IDs

Accounting consistency

Check and reconcile 990 rows against accounting identities.

accounting_check(): Check 990 rows against accounting identities

reconcile(): Reconcile 990 rows to accounting identities with the least change

Data

field_concordance: Field-scope and normalization concordance for IRS 990 efile variables

accounting_identities: Accounting-identity registry for IRS 990 financial fields