Core 2007 PF

Number of variables	151
Number of records	91288

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)

	Unknown
A	Arts, Culture, and Humanities
B	Education
C	Environmental Quality, Protection, and Beautification
D	Animal-Related
E	Health
F	Mental Health, Crisis Intervention
G	Diseases, Disorders, Medical Disciplines
H	Medical Research
I	Crime, Legal Related
J	Employment, Job Related
K	Food, Agriculture, and Nutrition
L	Housing, Shelter
M	Public Safety
N	Recreation, Sports, Leisure, Athletics
O	Youth Development
P	Human Services - Multipurpose and Other
Q	International, Foreign Affairs, and National Security
R	Civil Rights, Social Action, Advocacy
S	Community Improvement, Capacity Building
T	Philanthropy, Voluntarism, and Grantmaking Foundations
U	Science and Technology Research Institutes, Services
V	Social Science Research Institutes, Services
W	Public, Society Benefit - Multipurpose and Other
X	Religion Related, Spiritual Development
Y	Mutual/Membership Benefit Organizations, Other
Z	Unknown

NTEECC
Character
(4)

NTEECC primary purpose
NTEECC classification

CITY
Character
(22)

City
City

ZIP
Character
(10)

Zip code + 4
ZIP code.

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.

MSA_NECH
Character
(4)

Metropolitan Statistical Area
Metropolitan Statistical Area (NCCS file) (list)

PMSA
Character
(4)

Primary MSA
Primary Metropolitan Statistical Area

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').

STYEAR
Character
(4)

Starting Year
Starting year (yyyy when fiscal year began, which is also the tax form year)

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

	No value
4	4- Not a 501(c)(3)
F	F- Foreign organization
G	G- Government Entity
I	I- Coded out of scope by Independent Sector
N	N- Coded out of scope by NCCS (e.g. foreign address on Form 990)
S	S- Missing geographic information
T	T- U.S. Territory or armed forces overseas

Classification

SUBSECCD
Character
(3)

Subsection code
IRS subsection code (03=501(c)(3), etc.)

01	01- Corporations originated under Act of Congress, including Federal Credit Unions
02	02- Title holding corporation for a tax-exempt organization.
03	03- Religious, educational, charitable, scientific, and literary organizations...
04	04- Civic leagues, social welfare organizations, and local associations of employees
05	05- Labor, agricultural, horticultural organizations. These are eduactional or instruct. grps...
06	06- Business leagues, chambers of commerce, real estate boards, etc. formed to improve conditions...
07	07- Social and recreational clubs which provide pleasure, recreation, and social activities.
08	08- Fraternal beneficiary societies and associations, with lodges providing for payment of life...
09	09- Voluntary employees' beneficiary ass'ns (including fed. employees' voluntary beneficiary...
10	10- Domestic fraternal societies and assoc's-lodges devoting their net earnings to charitable...
11	11- Teachers retirement fund associations.
12	12- Benevolent life insurance associations, mutual ditch or irrigation companies, mutual or coop...
13	13- Cemetery companies, providing burial and incidental activities for members.
14	14- State-chartered credit unions, mutual reserve funds, offering loans to members...
15	15- Mutual insurance cos. ar associations, providing insurance to members substantially at cost...
16	16- Cooperative organizations to finance crop operations, in conjunction with activities ...
17	17- Supplemental unemployment benefit trusts, providing payments of suppl. unemployment comp...
18	18- Employee funded pension trusts, providing benefits under a pension plan funded by employees...
19	19- Post or organization of war veterans.
20	20- Trusts for prepaid group legal services, as part of a qual. group legal service plan or plans.
21	21- Black lung trusts, satisfying claims for compensation under Black Lung Acts.
22	22- Multiemployer Pension Plan
23	23- Veterans association formed prior to 1880
24	24-Trust described in Section 4049 of ERISA
25	25- Title Holding Company for Pensions, etc
26	26- State-Sponsored High Risk Health Insurance Organizations
27	27- State-Sponsored Workers Compensation Reinsurance
40	40- Apostolic and religious orgs. - 501(d)
50	50- Cooperative Hospital Service Organization - 501(e)
60	60- Cooperative Service Org. of Operating Educ. Org.- 501(f)
70	70- Child Care Organization - 501(k)
71	71- Charitable Risk Pool
80	80- Farmers' Cooperatives
81	81- Qualified State-Sponsored Tuition Program
82	82- 527 Political Organizations
90	90- 4947(a)(2) Split Interest Trust
91	91- 4947(a)(1) Public Charity (Files 990/990-EZ)
92	92- 4947(a)(1) Private Foundations
93	93- 1381(a)(2) Taxable Farmers Cooperative
CO	CO- Unspecified 501(c) Organization Other Than 501(c)(3)

ntmaj5
Character
(3)

Major subsector
Major subsector (5)

AR	Arts, culture, and humanities
ED	Education
HE	Health
HU	Human services
OT	Other

ntmaj10
Character
(3)

NTEE major group (10)
10 NTEE major groups

AR	Arts, culture, and humanities
ED	Education
EN	Environment
HE	Health
HU	Human services
IN	International
MU	Mutual benefit
PU	Public and societal benefit
RE	Religion
UN	Unknown

ntmaj12
Character
(3)

NTEE major group (12)
12 NTEE major groups: ntmaj10 plus higher education (BH) and hospitals (EH)

AR	Arts, culture, and humanities
BH	Education, higher
ED	Education
EH	Hospitals
EN	Environment
HE	Health
HU	Human services
IN	International
MU	Mutual benefit
PU	Public and societal benefit
RE	Religion
UN	Unknown

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

A	A-Arts, Culture & Humanities
B	B-Education
BH	BH-Higher educ.
C	C-Environment
D	D-Animal Related
E	E-Health - General
EH	EH-Hospitals
F	F-Mental Health
G	G-Health - Disease Specific (general)
H	H-Health - Disease Specific (research)
I	I-Crime, Legal Related
J	J-Employment, Job Related
K	K-Food, Agriculture, Nutrition
L	L-Housing, Shelter
M	M-Public Safety, Disaster Preparedness
N	N-Recreation and Sports
O	O-Youth Development
P	P-Human Services, Multipurpose and Other
Q	Q-International, Foreign Affairs
R	R-Civil Rights/Advocacy
S	S-Community Improvement
T	T-Philanthropy, Voluntarism
U	U-Science and Technology
V	V-Social Science
W	W-Public, Society Benefit
X	X-Religion Related
Y	Y-Mutual/Membership Benefit
Z	Z-Unknown, Unclassified

ACTIV1
Character
(3)

IRS Activity Code 1
First activity code.

ACTIV2
Character
(3)

IRS Activity Code 2
Second activity code.

ACTIV3
Character
(3)

IRS Activity Code 3
Third 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)

N	No
Y	Yes

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)

N	No
Y	Yes

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)

N	No
Y	Yes

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)

N	No
Y	Yes

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)

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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)

N	No
Y	Yes

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)

N	No
Y	Yes

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)

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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))

N	No
Y	Yes

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

00	All organizations except 501(c)(3)
02	Private operating foundation exempt from paying excise taxes on investment income
03	Private operating foundation (other)
04	Private non-operating foundation
09	Suspense
10	Church
11	School
12	Hospital or medical research organization
13	Organization operated for the benefit of a public (government owned or run) college or university
14	Governmental unit
15	Organization with a substantial portion of support from a governmental unit or the general public
16	Organization income is <=1/3 investment or unrelated business and >1/3 donated or related to purpose
17	Supporting Organization 509(a)(3) for benefit and in conjunction with organization(s) coded 10-16
18	Organization organized and operated to test for public safety
21	Supporting Organization 509(a)(3) Type I
22	Supporting Organization 509(a)(3) Type II
23	Supporting Organization 509(a)(3) Type III functionally integrated
24	Supporting Organization 509(a)(3) Type III not functionally integrated

FRCD
Character
(6)

Filing Requirement Code
Filing requirements code. The 1st 2 characters indicate the requirements for 990/990-EZ forms. The 3rd character = 1 if a 990-PF is required or 0 if not.

00	Not required to file (all other)
01	Required to file 990 (all other) or 990EZ
02	Required to file 990N (gross receipts less than $25,000)
03	Required to file 990 - Group Return
04	Required to file 990BL - Black Lung Trust
06	Not required to file - Church
07	Required to file 990 - Government 501 ( c) (1)
13	Not required to file - Religious Organization
14	Not required to file - State Instrumentality or Political Subdivision

AFCD
Character
(6)

Affiliation code
Affiliation code

0	Unknown
1	Central organization (no group exemption)
2	Intermediate organization (no group exemption)
3	Independent org. or independent auxiliary unaffil. w. national, regional or geogr. grouping
6	Central - parent (group ruling) and is not a church or 501(c)(1)
7	Intermediate- group exempt intermediate organization of a national, regional or geog. group
8	Central - parent (group ruling) and is a church or 501 (c)(1)
9	Subordinate in a group ruling.

ARED
Character
(6)

Advance Ruling Expiration Date
Advance Ruling Expiration Date

SEC_NAME
Character
(35)

Sort Name (Secondary name)
Secondary organization name

DISTRICT
Character
(2)

IRS District Ofc.
IRS District Office

Other Classification

LEVEL1
Character
(2)

Public charity or priv. fndn?
Public charity or private foundation?

O	Other Nonprofits
PC	Public Charity
PF	Private Foundation
U	Unknown

LEVEL2
Character
(2)

Reporting public charity group
Reporting public charity groups.

M	Mutual Benefit Public Charity
O	Operating Public Charity
S	Supporting Public Charity

level3
Character
(2)

Major NTEE category
Major NTEE category

AR	Arts, culture and humanities
ED	Education
EN	Environment/animals
HE	Health
HS	Human Services
IN	International, foreign affairs
MO	Other mutual benefit
MR	Pension and retirement funds
PB	Public, societal benefit
RE	Religion related
UN	Unknown, unclassified
ZA	Single organization support
ZB	Fundraising within NTEE major group
ZC	Private grantmaking foundations
ZD	Public foundations
ZE	General fundraising
ZF	Other Supporting Public Benefit

level4
Character
(2)

NTEE-CC Major Group
NTEE-CC Major Group

	Unknown
A	Arts, Culture, and Humanities
B	Education
C	Environmental Quality, Protection, and Beautification
D	Animal-Related
E	Health
F	Mental Health, Crisis Intervention
G	Diseases, Disorders, Medical Disciplines
H	Medical Research
I	Crime, Legal Related
J	Employment, Job Related
K	Food, Agriculture, and Nutrition
L	Housing, Shelter
M	Public Safety
N	Recreation, Sports, Leisure, Athletics
O	Youth Development
P	Human Services - Multipurpose and Other
Q	International, Foreign Affairs, and National Security
R	Civil Rights, Social Action, Advocacy
S	Community Improvement, Capacity Building
T	Philanthropy, Voluntarism, and Grantmaking Foundations
U	Science and Technology Research Institutes, Services
V	Social Science Research Institutes, Services
W	Public, Society Benefit - Multipurpose and Other
X	Religion Related, Spiritual Development
Y	Mutual/Membership Benefit Organizations, Other
Z	Unknown

CLASSCD
Character
(4)

Classification code-brkdwn of
IRS Classification code

DEDUCTCD
Character
(4)

IRS deductability code
IRS Deductibility code

0	Description unknown at this time
1	Contributions are deductible
2	Contributions are not deductible
4	Contributions are deductible by treaty (foreign organizations)

NTEEIRS
Character
(4)

NTEE assigned by IRS
NTEE code assigned by IRS (includes NTEE-CC & XP codes)

ORGCD
Character
(4)

Corporation, trust, assoc,etc.
Organization code: corporation, trust, association, etc.

0	Unknown
1	Corporation
2	Trust
3	Co-operative
4	Partnership
5	Association
6	Non-exempt charitable trust

Miscellaneous

DocCd
Character
(4)

990 Document Type Code
A 2-digit code identifying type of Form 990 (990, 990-EZ, or 990-PF), and form revision (form revision 2007 and earlier vs. 2008 and later).
Document Code is the 4th and 5th digits of the DLN assigned by the IRS.

09	Form 990-EZ revision 2007 and earlier
90	Form 990 revision 2007 and earlier
91	Form 990-PF
92	Form 990-EZ revision 2008 and later
93	Form 990 revision 2008 and later

Verification

verify
Character
(4)

Financials have been verified
Financials have been verified

	No code
L	Financial fields were multiplied by 1000 because return reported in the thousands but inspection rev
M	Financial fields have been verified by staff.
S	Financial fields have been verified by SOI edited return.
T	Current financial fields have been multiplied by 1000 because return reported in thousands.

Miscellaneous

ACCPER
Character
(2)

Accounting period (MM)
Accounting period

randnum
Numeric
(2)

Random number between 0 and 1
Random number between 0 and 1 used for creating samples