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Normalize blank financial fields to zero, form-scoped

panel_normalize.Rd

Interprets blank core-990 financial cells as zero, respecting form scope and protecting non-filer rows:

  • both-form (PZ) fields are zeroed for every filer;

  • full-990-only (PC) fields are zeroed only for non-990EZ filers (they are out of scope on the 990EZ and left NA);

  • rows with no financial data at all (a non-filer / shell record) are left untouched – no fabricated zeros.

Usage

panel_normalize(
  data,
  fields = c("core", "all"),
  form = "RETURN_TYPE",
  verbose = TRUE
)

Arguments

data

A data frame of 990 fields, or a panel.

fields

"core" (default) or "all" (see financial_fields()).

form

Name of the return-type column. Default "RETURN_TYPE".

verbose

Print a summary.

Value

data with in-scope blank financial fields set to zero; a "normalize_audit" attribute records what was changed.

Details

By default only the curated core financial statements are touched; text, dates, counts, and checkboxes are left to normalize(). Given a panel the step is logged.

See also

financial_fields(), normalize(), panel_impute().