Largest Active and Reporting Human Services Public Charities by Assets

library(tidyverse)

library(knitr)

library(stringr)

library(scales)

library(httr)

source('https://raw.githubusercontent.com/UrbanInstitute/urban_R_theme/master/urban_theme_windows.R')

#Create NTEE grouping categories

arts <- c("A")

highered <- c("B4", "B5")

othered <- c("B")

envanimals <- c("C", "D")

hospitals <- c('E20','E21','E22','E23','E24','F31','E30','E31','E32')

otherhlth <- c("E", "F", "G", "H")

humanserv <- c("I", "J", "K", "L", "M", "N", "O", "P")

intl <- c("Q")

pubben <- c("R", "S", "T", "U", "V", "W", "Y", "Z")

relig <- c("X")

#Import the Reduced NCCS Data Archive

nteedocalleins <- read.csv("Data/nteedocalleins.csv")

#convert variable names to upper case

names(nteedocalleins) <- toupper(names(nteedocalleins))

#This function will apply the most common NTEE Grouping categories to your data.

NTEEclassify <- function(dataset) {

  #merge in Master NTEE look up file

  dataset <- dataset %>%

    left_join(nteedocalleins, by = "EIN")

  #create NTEEGRP classifications

  dataset$NTEEGRP <- "  "

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% arts ] <- "Arts"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% othered ] <- "Education: Other"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,2) %in% highered ] <- "Education: Higher"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% envanimals] <- "Environment and Animals"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% otherhlth] <- "Health Care: Other"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,3) %in% hospitals] <- "Health Care: Hospitals and primary care facilities"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% humanserv] <- "Human Services"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% intl] <- "International"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% pubben] <- "Other Public and social benefit"

  dataset$NTEEGRP[str_sub(dataset$NTEEFINAL,1,1) %in% relig] <- "Religion related"

  dataset$NTEEGRP[is.na(dataset$NTEEFINAL)] <- "Other Public and social benefit"

  return(dataset)

}

#Import reduced NCCS Core File Function

prepcorepcfile <- function(corefilepath) {

  output <- read_csv(corefilepath,

                     col_types = cols_only(EIN = col_character(),

                                           FISYR = col_integer(),

                                           NAME = col_character(),

                                           STATE = col_character(),

                                           ADDRESS = col_character(),

                                           CITY = col_character(),

                                           ZIP = col_character(),

                                           MSA_NECH = col_character(),

                                           FIPS = col_character(),

                                           PMSA = col_character(),

                                           STYEAR = col_double(),

                                           TAXPER = col_integer(),

                                           OUTNCCS = col_character(),

                                           OutNCCS = col_character(),

                                           SUBSECCD = col_character(),

                                           RULEDATE = col_character(),

                                           FNDNCD = col_character(),

                                           FRCD = col_character(),

                                           TOTREV = col_double(),

                                           EXPS = col_double(),

                                           ASS_EOY = col_double(),

                                           GRREC = col_double()

                     ))

  names(output) <- toupper(names(output))

  return(output)

}

#Import NCCS Core File for given year

corefile <- prepcorepcfile(as.character(paste("Data/core", "2015", "pc.csv", sep="")))

#Add NTEE Classifications to the Core File

corefile <- NTEEclassify(corefile)

#Filter out of scope organizations 

corefile <- corefile %>%

  filter((OUTNCCS != "OUT")) %>%

  filter((FNDNCD != "02" & FNDNCD!= "03" & FNDNCD != "04")) %>%

  filter((NTEEGRP == "Human Services"))

#Sort the corefile in descending order by assets

LargestAssets <- corefile[with(corefile,order(-ASS_EOY)),]

#Limit the list to 10

LargestAssets <- LargestAssets[1:10,]

#Select the appropriate columns, drop the rest

LargestAssets <- LargestAssets %>% 

  select(EIN, NTEEFINAL, NAME, ASS_EOY)

#Rename columns appropriately

colnames(LargestAssets) <- c("EIN", "NTEE Code", "Name", "Total Assets")

#display table

kable(LargestAssets, format.args = list(decimal.mark = '.', big.mark = ","))