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Milwaukee story update: resolved NTEE recut, adjusted sample, employment - #96

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Milwaukee story update: resolved NTEE recut, adjusted sample, employment#96
Thiyaghessan wants to merge 2 commits into
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story/milwaukee-update-2026-08

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August 2026 update to the published Milwaukee metro data story, three additions:

  1. Recovering the unclassified third. The NTEE-resolved crosswalk (ADR 0034) cuts unclassified 2023 filers from ~27% to 3%, revealing health care holds 64% of metro public-charity revenue ($17.3B of $27B), not the ~38% the current-vintage NTEEv2 view showed.
  2. Adjusted sample. Excluding the 8 hospital/university NTEE subcategories (43 organizations) removes ~64% of revenue; the rest of the sector runs on ~$9.7B (2023).
  3. Employment and spending. ~150k employees (2021-2023 e-file, complete under the mandate) and the functional expense split (~4 of 5 dollars to program services).

Tables are static; existing rendered figures untouched (.qmd and .md patched in parallel; computation in nccs-data-requests requests/2026-06-milwaukee-msa/build-ntee-filer-files.R).

Timing note: a Wisconsin Policy Forum report using related data is planned for Oct/Nov; consider merging after their publication so the story does not front-run their analysis.

🤖 Generated with Claude Code

https://claude.ai/code/session_01LfzGfUun6NAspb15xNcGRs

Thiyaghessan and others added 2 commits August 12, 2026 15:42
- catalog-efile-v2_2.qmd/.html: the v2.2 catalog (Jesse's qmd-template
  pattern), fresh S3 inventory (1,794 files incl. TY2024), and a
  release callout: additive-only build, no revisions to previously
  published filings; links to the release note, the release-notes
  page, and the retained v2.1 catalog.
- release-notes.qmd/.html + get-release-notes.R: the data release
  notes page, GENERATED from nccs-contracts/governance/release-notes/
  (the single authoring location) at render time - never hand-edited.
  Implements governance decisions-pending #4 with zero new authoring
  surface.
- Refreshed e-file S3 manifest (get-aws-files.R efile).

ADR 0042

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
…ample, employment

Three additions to the Milwaukee metro story:
- NTEE-resolved crosswalk recut: unclassified 2023 filers drop from ~27%
  to 3%; health is ~64% of public-charity revenue, not ~38%.
- Adjusted sample: excluding 8 hospital/university NTEE subcategories
  (43 orgs) removes ~64% of revenue; remainder ~$9.7B (2023).
- Employment (~150k, 2021-2023 e-file) and functional expense split
  (~4 of 5 dollars to programs).

Tables are static (computed in nccs-data-requests
requests/2026-06-milwaukee-msa/build-ntee-filer-files.R); no re-render
of existing figures needed. ADR 0025 / ADR 0034.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LfzGfUun6NAspb15xNcGRs
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