Civic Intelligence

York Rite Charitable Fund

EIN 38-2324079 • 501(c)3 • Denton, NC

Profile

To receive by gift, bequest, grant, lease, transfer or otherwise, any real or personal property, to hold such property and apply the income there from, or the principal when necessary or proper to do so, for the following purposes: 1. Religious, charitable, scientific, testing for public safety, literary or educational purposes, or for the prevention of cruelty to children or animals, no part of the net earnings of which inures to the benefit of any private member or individual, no substantial part of which is the carrying on of propaganda, or otherwise attempting to influence legislation, and which does not attempt to participate or intervene in any political campaign; 2.to hold in trust any property received by gift or bequest for the purposes set forth in the instrument by which the same is given or bequeathed; 3.this organization is organized and operated exclusively for purposes described in section 501(c)(3) of the internal revenue code; 4.in the event of dissolution, all assets,

PO Box 368Denton, NC 27239-0368

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,238,969

Up $179,145 (+8.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,238,969

Up $179,145 (+8.7%) from 2024

Revenue

Up

$171,722

Up $40,973 (+31%) from 2024

Expenses

Up

$48,267

Up $16,791 (+53%) from 2024

Net Income

Up

$123,455

Up $24,182 (+24%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,083,128Liabilities 2011: $0Net Assets 2011: $1,083,1282011Assets 2012: $1,012,093Liabilities 2012: $0Net Assets 2012: $1,012,0932012Assets 2013: $1,161,842Liabilities 2013: $3,000Net Assets 2013: $1,158,8422013Assets 2014: $1,254,384Liabilities 2014: $3,000Net Assets 2014: $1,251,3842014Assets 2015: $1,267,055Liabilities 2015: $0Net Assets 2015: $1,267,0552015Assets 2016: $1,212,424Liabilities 2016: $0Net Assets 2016: $1,212,4242016Assets 2017: $1,345,744Liabilities 2017: $0Net Assets 2017: $1,345,7442017Assets 2018: $1,462,930Liabilities 2018: $0Net Assets 2018: $1,462,9302018Assets 2019: $1,470,892Liabilities 2019: $2,071Net Assets 2019: $1,468,8212019Assets 2020: $1,578,648Liabilities 2020: $1,575Net Assets 2020: $1,577,0732020Assets 2021: $2,153,124Liabilities 2021: $1,521Net Assets 2021: $2,151,6032021Assets 2022: $1,807,764Liabilities 2022: $0Net Assets 2022: $1,807,7642022Assets 2023: $1,769,540Liabilities 2023: $0Net Assets 2023: $1,769,5402023Assets 2024: $2,059,824Liabilities 2024: $0Net Assets 2024: $2,059,8242024Assets 2025: $2,238,969Liabilities 2025: $0Net Assets 2025: $2,238,9692025

Highlighted filing

2025

Assets$2,238,969
Liabilities$0
Net Assets$2,238,969

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $218,213Expenses 2011: $27,992Net Income 2011: $190,2212011Revenue 2012: $49,010Expenses 2012: $120,045Net Income 2012: -$71,0352012Revenue 2013: $70,401Expenses 2013: $35,173Net Income 2013: $35,2282013Revenue 2014: $74,224Expenses 2014: $30,927Net Income 2014: $43,2972014Revenue 2015: $137,370Expenses 2015: $52,584Net Income 2015: $84,7862015Revenue 2016: $105,508Expenses 2016: $49,903Net Income 2016: $55,6052016Revenue 2017: $22,616Expenses 2017: $42,542Net Income 2017: -$19,9262017Revenue 2018: $129,808Expenses 2018: $44,102Net Income 2018: $85,7062018Revenue 2019: $138,610Expenses 2019: $56,196Net Income 2019: $82,4142019Revenue 2020: $116,901Expenses 2020: $41,242Net Income 2020: $75,6592020Revenue 2021: $112,815Expenses 2021: $35,159Net Income 2021: $77,6562021Revenue 2022: $74,866Expenses 2022: $53,776Net Income 2022: $21,0902022Revenue 2023: $103,927Expenses 2023: $36,683Net Income 2023: $67,2442023Revenue 2024: $130,749Expenses 2024: $31,476Net Income 2024: $99,2732024Revenue 2025: $171,722Expenses 2025: $48,267Net Income 2025: $123,4552025

Highlighted filing

2025

Revenue$171,722
Expenses$48,267
Net Income$123,455

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.17$0.05$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.13$0.03$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.10$0.04$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.07$0.05$0.02
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.15$0.00$2.15$0.11$0.04$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.12$0.04$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.14$0.06$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.13$0.04$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.02$0.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.11$0.05$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.14$0.05$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.03$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.07$0.04$0.04
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.05$0.12$0.07
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.22$0.03$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$171,722
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,006,799$2,199,444▲ $192,645
Prepaid Expenses and Deferred Charges$5,500$18,500▲ $13,000
Cash and Non-Interest-Bearing Accounts$44,288$17,788▼ $26,500
Inventories for Sale or Use$3,237$3,237→ $0
Total Assets$2,059,824$2,238,969▲ $179,145
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,059,824$2,238,969▲ $179,145
Total Net Assets Fund Balance$2,059,824$2,238,969▲ $179,145
Total Liabilities and Net Assets / Fund Balance$2,059,824$2,238,969▲ $179,145
Compensation and Service Providers

Board Members and Trustees

NameTitle
W Berry RigdonChairman
JOE R MANNING JrPresident
Bryce HildrethVice President
James E WinzenreidTrustee
James W PattonTrustee
Stanton T BrownTrustee
William RiggsTrustee
D Allen SurrattSecretary
REESE L HARRISON JrTreasurer General
Revenue and Support

Revenue Composition

Contributions and Grants
$35,872
Program Service Revenue
$0
Investment Income
$135,850
Other Revenue
$0
Change in Net Assets
$123,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,767
Grants and Similar Amounts Paid$19,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,500--$19,500
Office Expenses-$3,858-$3,858
Fees for Services Accounting-$2,165-$2,165
Other Expenses$1,350$292-$292
Total Functional Expenses$20,850$27,417$0$48,267
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Organizations process to review 990 a review of the preliminary draft of the form 990 is conducted by the board of directors at a board meeting.

Conflict of interest policy compliance Part VI line 12C

Enforcement of conflicts policy conflicts of interest are monitored on a regular basis

Governing documents etc available to public Part VI line 19

Governing documents disclosure explanation no documents available to the public

Filing and Contact Details

Filer

Filer Name
York Rite Charitable Fund
EIN
38-2324079
In Care Of
% REESE L HARRISION
Phone
3368599772
Address
PO BOX 368, DENTON, NC 27239-0368

Signing Officer

Name
Reese L Harrision
Title
Treasurer General
Phone
3368599772
Signed
2025-08-04
Discuss with paid preparer
No

Organization Details

Principal Officer
REESE L HARRISON Jr
Formed
1980
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Tony Brewer CPA Pc
Address
151 YOUNG DRIVE, Lexington, NC 27292
Preparer
Tony Brewer
Phone
3362492545
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

Form 990, part iii, line 4a - first accomplishment to receive by gift, bequest, grant, lease, transfer or otherwise, any real or personal property, to hold such property and apply the income there from, or the principal when necessary or proper to do so, for the following purposes: 1. Religious, charitable, scientific, testing for public safety, literary or educational purposes, or for the prevention of cruelty to children or animals, no part of the net earnings of which insures to the benefit of any private member or individual, no substantial part of which is the carrying on of propaganda, or otherwise attempting to influence legislation, and which does not attaempt to participate or intervene in any political campaign; purposes set forth in the instrument by which the same is given or bequeathed; 3. This organization is organized and operated exclusively for purposes decribed in sction 501(c)(3) of the internal revenue code; 4. In the event of disolution, all assets, real and personal, shall be distributed to such organizations as are qualified as tax exempt under section 501(c)(3) of the internal revenue code; 5. To operate by making grants to exempt organizations that qualify as such under section (c)(3) of the internal revenue code, or the corresponding provisions of a future united states revenue code.

General explanation attachment

Form 990- organization mission to receive by gift, bequest, grant, leae, transfer or otherwise, any real or personal property, to hold such property and apply the income there from, or the principal when necessary or proper to do so, for the following purposes: 1. Religious, charitable, scientific, testing for public safety, literary or educational purposes, or for the prevention of cruelty to children or animals, no part of the net earnings of which inures to the benefit of any private member or individual, no substantial part of which is the carrying on of propaganda, or otherwise attempting to influence legislation, and which does not attempt to participate or intervene in any political campaign; in the instrument by which the same is given or bequeathed; 3.this organization is organized and operated exclusively for purposes described in section 501(c)(3) of the internal revenue code; 4.in the event of dissolution, all assets, real and personal, shall be disturbed to such organizations as are qualified as tax exempt under section 501 (c)(3) of the internal revenue code 5.to operate by making grants to exempt organizations that qualify as such under section (c)(3) of the intrnal revenue code, or the corresponding provisions of a future united states revenue code.

Raw XML Appendix339 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS PROCESS TO REVIEW 990 A REVIEW OF THE PRELIMINARY DRAFT OF THE FORM 990 IS CONDUCTED BY THE BOARD OF DIRECTORS AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF CONFLICTS POLICY CONFLICTS OF INTEREST ARE MONITORED ON A REGULAR BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART III, LINE 4A - FIRST ACCOMPLISHMENT TO RECEIVE BY GIFT, BEQUEST, GRANT, LEASE, TRANSFER OR OTHERWISE, ANY REAL OR PERSONAL PROPERTY, TO HOLD SUCH PROPERTY AND APPLY THE INCOME THERE FROM, OR THE PRINCIPAL WHEN NECESSARY OR PROPER TO DO SO, FOR THE FOLLOWING PURPOSES: 1. RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, NO PART OF THE NET EARNINGS OF WHICH INSURES TO THE BENEFIT OF ANY PRIVATE MEMBER OR INDIVIDUAL, NO SUBSTANTIAL PART OF WHICH IS THE CARRYING ON OF PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION, AND WHICH DOES NOT ATTAEMPT TO PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGN; PURPOSES SET FORTH IN THE INSTRUMENT BY WHICH THE SAME IS GIVEN OR BEQUEATHED; 3. THIS ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR PURPOSES DECRIBED IN SCTION 501(C)(3) OF THE INTERNAL REVENUE CODE; 4. IN THE EVENT OF DISOLUTION, ALL ASSETS, REAL AND PERSONAL, SHALL BE DISTRIBUTED TO SUCH ORGANIZATIONS AS ARE QUALIFIED AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; 5. TO OPERATE BY MAKING GRANTS TO EXEMPT ORGANIZATIONS THAT QUALIFY AS SUCH UNDER SECTION (C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING PROVISIONS OF A FUTURE UNITED STATES REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990- ORGANIZATION MISSION TO RECEIVE BY GIFT, BEQUEST, GRANT, LEAE, TRANSFER OR OTHERWISE, ANY REAL OR PERSONAL PROPERTY, TO HOLD SUCH PROPERTY AND APPLY THE INCOME THERE FROM, OR THE PRINCIPAL WHEN NECESSARY OR PROPER TO DO SO, FOR THE FOLLOWING PURPOSES: 1. RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, NO PART OF THE NET EARNINGS OF WHICH INURES TO THE BENEFIT OF ANY PRIVATE MEMBER OR INDIVIDUAL, NO SUBSTANTIAL PART OF WHICH IS THE CARRYING ON OF PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION, AND WHICH DOES NOT ATTEMPT TO PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGN; IN THE INSTRUMENT BY WHICH THE SAME IS GIVEN OR BEQUEATHED; 3.THIS ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR PURPOSES DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; 4.IN THE EVENT OF DISSOLUTION, ALL ASSETS, REAL AND PERSONAL, SHALL BE DISTURBED TO SUCH ORGANIZATIONS AS ARE QUALIFIED AS TAX EXEMPT UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE 5.TO OPERATE BY MAKING GRANTS TO EXEMPT ORGANIZATIONS THAT QUALIFY AS SUCH UNDER SECTION (C)(3) OF THE INTRNAL REVENUE CODE, OR THE CORRESPONDING PROVISIONS OF A FUTURE UNITED STATES REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
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ReturnHeader/ReturnTs02025-08-20T10:47:32-04:00
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ReturnHeader/TaxPeriodBeginDt02024-06-01
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