Nonprofit-Open-Data-Collective/irs-efile-master-concordance-file

990PF Section 8 Line 1

Opened this issue · 3 comments

millern commented

There are a few issues with the 990PF Section 8 Line 1 mappings:

  1. Mappings under the /Return/ReturnData/IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee path in the 2004-2012 version of form 990PF do not use unique variable names. 13 use F9_08_PF_ODTKEIODTOKE, 3 use F9_08_PF_ODTKEIODTOKE1 and 3 use F9_08_PF_ODTKEIODTOKE2.
  2. Mappings under the /Return/ReturnData/IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp path in the 2013 and 2014-2015 version of form 990PF use repeated variables and are not consistently marked as appearing on line 1.
  3. F9_08_PF_ODTKEICOHPCB1 and F9_08_PF_ODTKEICOHPCB2 are marked as F990-PF-PART-08-LINE-1 variables but do not appear on that line.
jsfenfen commented

Thanks so much @millern ! That looks great. @lecy do you have any time to check? I'm swamped at the moment. Maybe we should have a checklist or something that we review before merging?

@millern there's actually a collection of variables that I suspect are duplicated here: https://github.com/Nonprofit-Open-Data-Collective/irs-efile-master-concordance-file/blob/master/qa/prob_vars.csv though it hasn't been updated with the newest merges. If you have the urge to fix any more, many of these need attention (though few are as mangled as F9_08_PF_ODTKEIODTOKE )!

jsfenfen commented

Related, this was never really closed, but closed administratively for a better way of tracking these: #2

millern commented

@jsfenfen No problem

I'm working on a project that utilizes some of the PF mappings. I'm not sure I have the urge to go through that list but I will push my updates to the concordance file back here as I make them.

I went ahead and updated the duplicate file with the current mappings (#32)