Core FY 2009 PF

Number of variables134
Number of records99,548

Field Name
Field Type		Description and Values
Basic Info
EIN
Character
(9)		Employer Identification Number
Employer identification number.
FisYr
Character
(4)		Fiscal year
Fiscal year (ending year)
NAME
Character
(70)		Name of organization
Organization name.
STATE
Character
(2)		State
Two-letter state abbreviation.
NTEE1
Character
(2)		NTEE major group
NTEE major group (A-Z)
NTEECC
Character
(4)		NTEECC primary purpose
NTEECC classification
ADDRESS
Character
(70)		Address
Address
CITY
Character
(22)		City
City
zip5
Character
(5)		Zip code, 5 digits
First 5 digits of zip code
FIPS
Character
(5)		State + County FIPS code
2-digit State + 3-digit County FIPS code (Federal Information Processing Standard). See also U.S. Census Bureau State & County QuickFacts.
styear
Character
(4)		Starting Year
Starting year (yyyy when fiscal year began, which is also the tax form year)
TAXPER
Character
(20)		Ending date for tax period
Ending date for tax period of financial data. Core files for 1997 on are in yyyymm format (199412=Dec. 1994). Earlier years use 2-digit year ('9412').
outnccs
Character
(3)		Out of Scope flag
Out-of-scope (IN/OUT) (see OUTREAS doc. for details)
OUTREAS
Character
(3)		Reason why out of scope
Reason why out of scope
Classification
SUBSECCD
Character
(3)		Subsection code
IRS subsection code (03=501(c)(3), etc.)
ntmaj5
Character
(3)		Major subsector
Major subsector (5)
ntmaj10
Character
(3)		NTEE major group (10)
10 NTEE major groups
ntmaj12
Character
(3)		NTEE major group (12)
12 NTEE major groups: ntmaj10 plus higher education (BH) and hospitals (EH)
NTEEconf
Character
(1)		NTEE confidence rating
NTEE classification confidence rating (A/B/C)
MAJGRPB
Character
(1)		Major NTEE group
Major NTEE group plus hospitals and higher education
ACTIV1
Character
(3)		IRS Activity Code 1
First activity code.
Part I: Revenue, Expenses, and Net Income
p1tcont
Numeric
(3)		Contributions received, line 1(a)
Contributions, gifts, grants, etc., received (Part I, line 1(a))
P1INTREV
Numeric
(3)		Interest on savings, line 3(a)
Interest on savings and temporary cash investments (Part I, line 3(a))
P1DIVID
Numeric
(3)		Dividends, line 4(a)
Dividends and interest from securities (Part I, line 4(a))
P1GRENTS
Numeric
(3)		Gross Rents, line 5a(a)
Gross rents (Part I, line 5a(a))
P1NGASTS
Numeric
(3)		Net gain from sale of assets, line 6a(a)
Net gain from sale of assets not on line 10 (Part I, line 6a(a))
P1GINVPF
Numeric
(3)		Gross profit on sales, line 10c(a)
Gross profit or (loss) on sales (gross sales less cost of goods sold) (Part I, line 10c(a))
P1OTHINC
Numeric
(3)		Other income, line 11(a)
Other income (Part I, line 11(a))
p1totrev
Numeric
(3)		Total revenue per books, line 12(a)
Total revenue as per books (add lines 1 through 11) (Part I, line 12(a))
P1INVRV
Numeric
(3)		Total investment income, line 12(b)
Total investment income (add lines 1 through 11) (Part I, line 12(b))
P1NADJRV
Numeric
(3)		Total adjusted income, line 12(c)
Total adjusted income (add lines 1 through 11) (Part I, line 12(c))
P1OFCOMP
Numeric
(3)		Compensation of officers, line 13(a)
Compensation of officers, directors, trustees, etc. (Part I, line 13(a))
P1ADMEXP
Numeric
(3)		Total op. and admin. exp. per books, line 24(a)
Total operating and administrative expenses as per books (add lines 13 through 23) (Part I, line 24(a))
P1INVEXP
Numeric
(3)		Total investment op. and admin. exp., line 24(b)
Total investment operating and administrative expenses (add lines 13 through 23) (Part I, line 24(b))
P1CHAEXP
Numeric
(3)		Total charity op. and admin. exp., line 24(d)
Total disbursements for charitable purposes (cash basis) operating and administrative expenses (add lines 13 through 23) (Part I, line 24(d))
P1CONTPD
Numeric
(3)		Contributions paid per books, line 25(a)
Contributions, gifts, grants paid as per books (Part I, line 25(a))
p1totexp
Numeric
(3)		Total expenses per books, line 26(a)
Total expenses and disbursements as per books (lines 24 and 25) (Part I, line 26(a))
P1TINVEX
Numeric
(3)		Total investment expenses, line 26(b)
Total investment expenses and disbursements (lines 24 and 25) (Part I, line 26(b))
P1TADJEX
Numeric
(3)		Total adjusted income expenses, line 26(c)
Total adjusted income expenses and disbursements (lines 24 and 25) (Part I, line 26(c))
P1TEXMEX
Numeric
(3)		Total charity expenses, line 26(d)
Total expenses and disbursements for charitable purposes (cash basis) (lines 24 and 25) (Part I, line 26(d))
P1EXCREV
Numeric
(3)		Excess revenue over exp. per books, line 27a
Excess of revenue over expenses and disbursements as per books (line 12 minus 26) (Part I, line 27a)
P1NETINV
Numeric
(3)		Net investment income, line 27b
Net investment income (line 12 minus 26, enter 0 if negative) (Part I, line 27b)
P1NADINC
Numeric
(3)		Adjusted net income, line 27c
Adjusted net income (line 12 minus 26, enter 0 if negative) (Part I, line 27c)
Parts II and III: Balance Sheets and Net Assets
P2CASHBV
Numeric
(3)		Cash, line 1(b)
Cash - non-interest-bearing, book value end of year (Part II, line 1(b))
P2GVTINV
Numeric
(3)		Investments - govt. obligations, line 10a(b)
Investments - U.S. and state government obligations, book value end of year (Part II, line 10a(b))
P2CRPSTK
Numeric
(3)		Investments - corporate stock, line 10b(b)
Investments - corporate stock, book value end of year (Part II, line 10b(b))
P2CRPBND
Numeric
(3)		Investments - corporate bonds, line 10c(b)
Investments - corporate bonds, book value end of year (Part II, line 10c(b))
P2TINVSC
Numeric
(3)		Total securities inv. - line 10a(b)+10b(b)+10c(b)
Total securities investments, book value end of year (Part II, line 10a(b)+10b(b)+10c(b))
P2MORTG
Numeric
(3)		Investments - mortgage loans, line 12(b)
Investments - mortgage loans, book value end of year (Part II, line 12(b))
P2EYOTIN
Numeric
(3)		Investments - other, line 13(b)
Investments - other, book value end of year (Part II, line 13(b))
P2TOTAST
Numeric
(3)		Total assets per book, line 16(b)
Total assets, book value end of year (Part II, line 16(b))
P2TASFMV
Numeric
(3)		Total assets per market value, line 16(c)
Total assets, fair market value end of year (Part II, line 16(c))
P2MTGNTS
Numeric
(3)		Mortgages and notes payable, line 21(b)
Mortgages and oher notes payable, book value end of year (Part II, line 21(b))
P2TLIABL
Numeric
(3)		Total liabilities, line 23(b)
Total liabilities, book value end of year (add lines 17 through 22) (Part II, line 23(b))
P3EYTFND
Numeric
(3)		Total net assets or fund bal., line 30(b) & 6
Total net assets or fund balances, book value end of year (Part II, line 30(b) and Part III, line 6)
Part VI: Excise Tax Based on Investment Income
P6EXMPF
Character
(3)		Section 4940(d)(2) exempt op. fndn.?, line 1
Exempt operating foundation described in section 4940(d)(2)? (Part VI, line 1)
P6DOMORG
Character
(3)		Domestic org. meets 4940(e) req.?, line 1
Domestic organization that meets section 4940(e) requirements in Part V? (Part VI, line 1)
P6TX4940
Numeric
(3)		Excise tax - section 4940, line 1
Excise tax - as described in section 4940 (Part VI, line 1)
P6TX511
Numeric
(3)		Excise tax - section 511, line 2
Excise tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only) (Part VI, line 2)
P6TXSUBA
Numeric
(3)		Subtitle A tax, line 4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only) (Part VI, line 4)
P6TEXCTX
Numeric
(3)		Total excise tax, line 5
Total excise tax based on investment income (Part VI, line 5)
P6ESTTX
Numeric
(3)		Est. tax paymts and credits, line 6a
Estimated tax payments and overpayment credited to current year (Part VI, line 6a)
P6TXWTH
Numeric
(3)		Foreign org. tax withheld, line 6b
Exempt foreign organizations - tax withheld at source (Part VI, line 6b)
P6TXINV
Numeric
(3)		Tax paid with extension, line 6c
Tax paid with application for extension of time to file (Form 8868) (Part VI, line 6c)
P6TXWERR
Numeric
(3)		Backup withholding error, line 6d
Backup withholding erroneously withheld (Part VI, line 6d)
P6TXPNLT
Numeric
(3)		Tax underpayment penalty, line 8
Penalty for underpayment of estimated tax (Part VI, line 8)
P6TXCRDT
Numeric
(3)		Overpayment credited, line 11
Tax overpayment to be credited to subsequent year (Part VI, line 11)
Parts VII-A and VII-B: Statements Regarding Activities
P7POLIT
Character
(3)		Influence legislation or political camp.?, line 1a
During the year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? (Part VII-A, line 1a)
P7LIQUID
Character
(3)		Liquidation, termination, etc.?, line 5
Was there a liquidation, termination, dissolution, or substantial contraction during the year? (Part VII-A, line 5)
P7POFCLM
Character
(3)		Claim sec. 4942 private oper. fnd. status?, line 9
Is the org. claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year xxxx or taxable year beginning in xxxx? (Part VII-A, line 9)
P7DISSAL
Character
(3)		Sale or exchange with disqual. person?, line 1a(1)
During the year did the organization engage in the sale or exchange, or leasing of property with a disqualified person? (Part VII-B, line 1a(1))
P7DISBOR
Character
(3)		Borrow or lend fr/to disqual. person?, line 1a(2)
During the year did the organization borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? (Part VII-B, line 1a(2))
P7DISSER
Character
(3)		Give/accept goods to/fr disqual. per?, line 1a(3)
During the year did the organization furnish goods, services, or facilities to (or accept them from) a disqualified person? (Part VII-B, line 1a(3))
P7DISPAY
Character
(3)		Compensate or reimb. disqual. person?, line 1a(4)
During the year did the organization pay compensation to or pay or reimburse the expenses of a disqualified person? (Part VII-B, line 1a(4))
P7DISTRA
Character
(3)		Transfer inc./assets to disqual. per?, line 1a(5)
During the year did the organization transfer any income or assets to a disqualified person? (Part VII-B, line 1a(5))
P7PAYGVT
Character
(3)		Agree to pay a govt official?, line 1a(6)
During the year did the organization agree to pay money or property to a government official? (Part VII-B, line 1a(6))
P7UNDINC
Character
(3)		Undistributed inc. from prior yrs?, line 2a
At the end of the tax year, did the organization have any undistributed income for the tax years before the current tax year? (Part VII-B, line 2a)
P7BUSINT
Character
(3)		Hold >2% interest in any bus. during yr.?, line 3a
Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? (Part VII-B, line 3a)
P7JEOINV
Character
(3)		Invest would jeopardize charitable purp.?, line 4a
Did the organization invest during the year any amount in a manner that would jeaopardize its charitable purposeses? (Part VII-B, line 4a)
P7PROPAG
Character
(3)		Pay for propaganda or influence leg.?, line 5a(1)
Did the organization pay to carry on propaganda, or otherwise attempt to influence legislation? (Part VII-B, line 5a(1))
P7ELECT
Character
(3)		Influence election or voter registr.?, line 5a(2)
Did the organization influence the outcome of any specific public election or to carry on any voter registration drive? (Part VII-B, line 5a(2))
P7INDGRT
Character
(3)		Grant to ind. for travel, study, etc.?, line 5a(3)
Did the organization provide a grant to an individual for travel, study, or other similar purposes? (Part VII-B, line 5a(3))
P7ORGGRT
Character
(3)		Grant to non-charitable, etc. org.?, line 5a(4)
Did the organization provide a grant to an organization other than charity, etc. described in section 509(a)(1), (2) or (3) or section 4940(d)(2)? (Part VII-B, line 5a(4))
P7OTHPUR
Character
(3)		Provide paymt for non-char. purpose?, line 5a(5)
Did the organization provide for any purpose other than religious, charitable, scientific, literary or educational purposes, or for the prevention of cruelty to children or animals? (Part VII-B, line 5a(5))
Parts X, XI, and XIII: Minimum Investment Return, Distributable Amount, and Undistributed Income
P10TASST
Numeric
(3)		Total noncharitable-use assets, line 1d
Total fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes (add lines 1a, b, and c) (Part X, line 1d)
P10MIR
Numeric
(3)		Minimum investment return, line 6
Minimum investment return: 5% of line 5, net value of noncharitable-use assets (Part X, line 6)
P11DISTR
Numeric
(3)		Distributable amount, line 7
Distributable amount (Part XI, line 7)
P13UNDST
Numeric
(3)		Undistributed income, line 6f(d)
Undistributed income for xxxx. This amount must be distributed in following year. (Part XIII, line 6f(d))
Part XIV: Private Operating Foundations
P14NADJA
Numeric
(3)		Adj. Net Inc. or MIR - current yr, line 2a(a)
Adjusted Net Income or Minimum Investement Income - current year (Part XIV, line 2a(a))
P14NADJB
Numeric
(3)		Adj. Net Inc. or MIR - prior yr 1, line 2a(b)
Adjusted Net Income or Minimum Investement Income - prior year 1 (Part XIV, line 2a(b))
P14NADJC
Numeric
(3)		Adj. Net Inc. or MIR - prior yr 2, line 2a(c)
Adjusted Net Income or Minimum Investement Income - prior year 2 (Part XIV, line 2a(c))
P14NADJD
Numeric
(3)		Adj. Net Inc. or MIR - prior yr 3, line 2a(d)
Adjusted Net Income or Minimum Investement Income - prior year 3 (Part XIV, line 2a(d))
P14TNADJ
Numeric
(3)		Adj. Net Inc. or MIR - 4 yr total, line 2a(e)
Adjusted Net Income (Total of last 4 years) (Part XIV, line 2a(e))
P14QDISA
Numeric
(3)		Qualifying dist. - current yr, line 2c(a)
Qualifying distributions from Part XII, line 4 - current year (Part XIV, line 2c(a))
P14QDISB
Numeric
(3)		Qualifying dist. - prior yr 1, line 2c(b)
Qualifying distributions from Part XII, line 4 - prior year 1 (Part XIV, line 2c(b))
P14QDISC
Numeric
(3)		Qualifying dist. - prior yr 2, line 2c(c)
Qualifying distributions from Part XII, line 4 - prior year 2 (Part XIV, line 2c(c))
P14QDISD
Numeric
(3)		Qualifying dist. - prior yr 3, line 2c(d)
Qualifying distributions from Part XII, line 4 - prior year 3 (Part XIV, line 2c(d))
P14TQDIS
Numeric
(3)		Qualifying dist. - 4 yr total, line 2c(e)
Qualifying distributions from Part XII, line 4 (Total Last 4 Years) (Part XIV, line 2c(e))
P14ASVLA
Numeric
(3)		Value of assets - current yr, line 3a(1)(a)
Assets alternative test - value of all assets - current year (Part XIV, line 3a(1)(a))
P14ASVLB
Numeric
(3)		Value of assets - prior yr 1, line 3a(1)(b)
Assets alternative test - value of all assets - prior year 1 (Part XIV, line 3a(1)(b))
P14ASVLC
Numeric
(3)		Value of assets - prior yr 2, line 3a(1)(c)
Assets alternative test - value of all assets - prior year 2 (Part XIV, line 3a(1)(c))
P14ASVLD
Numeric
(3)		Value of assets - prior yr 3, line 3a(1)(d)
Assets alternative test - value of all assets - prior year 3 (Part XIV, line 3a(1)(d))
P14TASVL
Numeric
(3)		Value of assets - 4 yr total, line 3a(1)(e)
Assets alternative test - value of all assets (Total of Last 4 Years) (Part XIV, line 3a(1)(e))
P14A4942
Numeric
(3)		Qualifying assets - current yr, line 3a(2)(a)
Assets alternative test - value of assets qualifying under section 4942 - current year (Part XIV, line 3a(2)(a))
P14B4942
Numeric
(3)		Qualifying assets - prior yr 1, line 3a(2)(b)
Assets alternative test - value of assets qualifying under section 4942 - prior year 1 (Part XIV, line 3a(2)(b))
P14C4942
Numeric
(3)		Qualifying assets - prior yr 2, line 3a(2)(c)
Assets alternative test - value of assets qualifying under section 4942 - prior year 2 (Part XIV, line 3a(2)(c))
P14D4942
Numeric
(3)		Qualifying assets - prior yr 3, line 3a(2)(d)
Assets alternative test - value of assets qualifying under section 4942 - prior year 3 (Part XIV, line 3a(2)(d))
P14T4942
Numeric
(3)		Qualifying assets - 4 yr total, line 3a(2)(e)
Assets alternative test - value of assets qualifying under section 4942 (Total of Last 4 Years) (Part XIV, line 3a(2)(e))
P14ENDWA
Numeric
(3)		Endow. alt. test - current yr, line 3b(a)
Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - current year (Part XIV, line 3b(a))
P14ENDWB
Numeric
(3)		Endow. alt. test - prior yr 1, line 3b(b)
Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - prior year 1 (Part XIV, line 3b(b))
P14ENDWC
Numeric
(3)		Endow. alt. test - prior yr 2, line 3b(c)
Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - prior year 2 (Part XIV, line 3b(c))
P14ENDWD
Numeric
(3)		Endow. alt. test - prior yr 3, line 3b(d)
Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - prior year 3 (Part XIV, line 3b(d))
P14TENDW
Numeric
(3)		Endow. alt. test - 4 yr total, line 3b(e)
Endowment alternative test (Total of Last 4 Years)--Enter 2/3 of minimum investment return shown in Part X, line 6 (Part XIV, line 3b(e))
P14TSUPA
Numeric
(3)		Total support - current yr, line 3c(1)(a)
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - current year (Part XIV, line 3c1(a))
P14TSUPB
Numeric
(3)		Total support - prior yr 1, line 3c(1)(b)
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - prior year 1 (Part XIV, line 3c1(b))
P14TSUPC
Numeric
(3)		Total support - prior yr 2, line 3c(1)(c)
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - prior year 2 (Part XIV, line 3c1(c))
P14TSUPD
Numeric
(3)		Total support - prior yr 3, line 3c(1)(d)
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - prior year 3 (Part XIV, line 3c1(d))
P14TTSUP
Numeric
(3)		Total support - 4 yr total, line 3c(1)(e)
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (Total of Last 4 Years) (Part XIV, line 3c1(e))
P14PSUPA
Numeric
(3)		Gen. pub. support - current yr, line 3c(2)(a)
Support from general public and 5 or more exempt organizations as provided in section 4942 - current year (Part XIV, line 3c2(a))
P14PSUPB
Numeric
(3)		Gen. pub. support - prior yr 1, line 3c(2)(b)
Support from general public and 5 or more exempt organizations as provided in section 4942 - prior year 1 (Part XIV, line 3c2(b))
P14PSUPC
Numeric
(3)		Gen. pub. support - prior yr 2, line 3c(2)(c)
Support from general public and 5 or more exempt organizations as provided in section 4942 - prior year 2 (Part XIV, line 3c(c))
P14PSUPD
Numeric
(3)		Gen. pub. support - prior yr 3, line 3c(2)(d)
Support from general public and 5 or more exempt organizations as provided in section 4942 - prior year 3 (Part XIV, line 3c2(d))
P14TPSUP
Numeric
(3)		Gen. pub. support - 4 yr total, line 3c(2)(e)
Support from general public and 5 or more exempt organizations as provided in section 4942 (Total of Last 4 Years) (Part XIV, line 3c2(e))
P14GINVA
Numeric
(3)		Gross Inv. Inc. - current yr, line 3c(4)(a)
Gross investment income - current year (Part XIV, line 3c(4)(a))
P14GINVB
Numeric
(3)		Gross Inv. Inc. - prior yr 1, line 3c(4)(b)
Gross investment income - prior year 1 (Part XIV, line 3c(4)(b))
P14GINVC
Numeric
(3)		Gross Inv. Inc. - prior yr 2, line 3c(4)(c)
Gross investment income - prior year 2 (Part XIV, line 3c(4)(c))
P14GINVD
Numeric
(3)		Gross Inv. Inc. - prior yr 3, line 3c(4)(d)
Gross investment income - prior year 3 (Part XIV, line 3c(4)(d))
P14TGINV
Numeric
(3)		Gross Inv. Inc. - 4 yr total, line 3c(4)(e)
Gross investment income (Total of Last 4 Years) (Part XIV, line 3c(4)(e))
Other Descriptive Info
RULEDATE
Character
(6)		Ruling date (YYYYMM) from IRS
Ruling date: year and month of IRS ruling or determination letter recognizing orgs exempt status (YYYYMM)
FNDNCD
Character
(6)		Reason for 501(c)(3) status
Reason for & type of 501(c)(3) exempt status including codes for operating and grantmaking foundations, and broad type of public charity
SEC_NAME
Character
(35)		Sort Name (Secondary name)
Secondary organization name
Other Classification
NTEEIRS
Character
(4)		NTEE assigned by IRS
NTEE code assigned by IRS (includes NTEE-CC & XP codes)
Miscellaneous
DLN
Character
(25)		Document Locator Number
A unique 14-digit identifier used by the IRS.
randnum
Numeric
(25)		Random number between 0 and 1
Random number between 0 and 1 used for creating samples