Civic Intelligence

York Rite Charitable Fund

990 • Fiscal year 2017 • EIN 38-2324079

Jun 01, 2016 to May 31, 2017 • Filed on Oct 04, 2017

PO Box 368Denton, NC 27239-0368

(313) 833-1385

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-88%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,345,744

Up $133,320 (+11%) from 2016

Net Assets

Up

$1,345,744

Up $133,320 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$22,616

Down $82,892 (-79%) from 2016

Expenses

Down

$42,542

Down $7,361 (-15%) from 2016

Net Income

Down

-$19,926

Down $75,531 (-136%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$1,345,744
Liabilities$0
Net Assets$1,345,744

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$22,616
Expenses$42,542
Net Income-$19,926
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$22,616
Mission and Program Overview

Mission

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,

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,156,032$1,295,390▲ $139,358
Cash and Non-Interest-Bearing Accounts$52,940$48,642▼ $4,298
Inventories for Sale or Use$3,452$1,712▼ $1,740
Total Assets$1,212,424$1,345,744▲ $133,320
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,212,424$1,345,744▲ $133,320
Total Net Assets Fund Balance$1,212,424$1,345,744▲ $133,320
Total Liabilities and Net Assets / Fund Balance$1,212,424$1,345,744▲ $133,320
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$24,363
Program Service Revenue
$0
Investment Income
$-1,747
Other Revenue
$0
All Other Contributions
$24,363
Change in Net Assets
$-19,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,542
Grants and Similar Amounts Paid$18,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,000--$18,000
Other Expenses$2,278$12,077-$2,278
All Other Expenses$2,269--$2,269
Fees for Services Accounting-$2,035-$2,035
Total Functional Expenses$28,430$14,112$0$42,542
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Masonic Service AssociationBurtonsville, MD501c3Disaster Relief$6,000
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
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, Page 6, Part VI, Line 9

Reese l. Harrison, jr. 2301 broadway san antonio, tx 78215

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

Conflicts of interest are monitored on a regular basis

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
York Rite Charitable Fund
EIN
38-2324079
Phone
3138331385
Address
PO BOX 368, DENTON, NC 27239-0368

Signing Officer

Name
Reese L Harrison Jr
Title
Treasurer
Phone
3368599772
Signed
2017-10-04
Discuss with paid preparer
Yes

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
O'BRIEN RIVAMONTE SLATE & SCHULTE PC
Address
25800 NORTHWESTERN HIGHWAY 1100, SOUTHFIELD, MI 48075
Preparer
Michael J Schulte
Phone
2483532800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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, 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.

Form 990, Page 2, Part III, Line 4A

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, 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.

Raw XML Appendix331 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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,
IRS990/AllOtherContributionsAmt024363
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02269
IRS990/AllOtherExpensesGrp/TotalAmt02269
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0REESE L HARRISON JR
IRS990/BooksInCareOfDetail/PhoneNum03368599772
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 368
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0272390368
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt052940
IRS990/CashNonInterestBearingGrp/EOYAmt048642
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt024363
IRS990/CYGrantsAndSimilarPaidAmt018000
IRS990/CYInvestmentIncomeAmt0-1747
IRS990/CYOtherExpensesAmt024542
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-19926
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt042542
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022616
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO 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, 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt028430
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02035
IRS990/FeesForServicesAccountingGrp/TotalAmt02035
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0BLAINE H SIMONS
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES E WINZENREID
IRS990/Form990PartVIISectionAGrp/PersonNm2WAYNE E TURTON
IRS990/Form990PartVIISectionAGrp/PersonNm3BRYCE HILDRETH
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD H FOWLER JR
IRS990/Form990PartVIISectionAGrp/PersonNm5JOE R MANNING JR
IRS990/Form990PartVIISectionAGrp/PersonNm6D ALLEN SURRATT
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES W PATTON
IRS990/Form990PartVIISectionAGrp/PersonNm8REESE L HARRISON JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt018000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt018000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt018000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt022616
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03452
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01712
IRS990/InvestmentIncomeGrp/ExclusionAmt0-1747
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-1747
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01156032
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01295390
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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,
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01212424
IRS990/NetAssetsOrFundBalancesEOYAmt01345744
IRS990/NetUnrlzdGainsLossesInvstAmt0153246
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSE
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2OFFICE
IRS990/OtherExpensesGrp/Desc3INSURANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012077
IRS990/OtherExpensesGrp/ProgramServicesAmt03025
IRS990/OtherExpensesGrp/ProgramServicesAmt12858
IRS990/OtherExpensesGrp/ProgramServicesAmt22278
IRS990/OtherExpensesGrp/TotalAmt012077
IRS990/OtherExpensesGrp/TotalAmt13025
IRS990/OtherExpensesGrp/TotalAmt22858
IRS990/OtherExpensesGrp/TotalAmt32278
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0REESE L HARRISON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046230
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt017500
IRS990/PYInvestmentIncomeAmt059278
IRS990/PYOtherExpensesAmt032403
IRS990/PYRevenuesLessExpensesAmt055605
IRS990/PYTotalExpensesAmt049903
IRS990/PYTotalRevenueAmt0105508
IRS990/ReconcilationRevenueExpnssAmt0-19926
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0133677
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-1747
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt059278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0116355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026627
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0219497
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37850
IRS990ScheduleA/PublicSupportPY170Pct00.34310
IRS990ScheduleA/PublicSupportTotal170Amt0133677
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019912
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0133677
IRS990ScheduleA/TotalSupportAmt0353174
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISASTER RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MASONIC SERVICE ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0DISASTER RELIEF
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0905 NATIONAL DRIVE SUITE 280
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURTONSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020866
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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, 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/ExplanationTxt12.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, 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/ExplanationTxt2REESE L. HARRISON, JR. 2301 BROADWAY SAN ANTONIO, TX 78215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A REVIEW OF THE PRELIMINARY DRAFT OF THE FORM 990 IS CONDUCTED BY THE BOARD OF DIRECTORS AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE MONITORED ON A REGULAR BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01212424
IRS990/TotalAssetsEOYAmt01345744
IRS990/TotalAssetsGrp/BOYAmt01212424
IRS990/TotalAssetsGrp/EOYAmt01345744
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024363
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014112
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028430
IRS990/TotalFunctionalExpensesGrp/TotalAmt042542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01212424
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01345744
IRS990/TotalProgramServiceExpensesAmt028430
IRS990/TotalRevenueGrp/ExclusionAmt0-1747
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022616
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01212424
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01345744
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01212424
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01345744
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02301 BROADWAY
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078215
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REESE L HARRISON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03368599772
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YORK RITE CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0YORK
ReturnHeader/Filer/EIN0382324079
ReturnHeader/Filer/PhoneNum03138331385
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 368
ReturnHeader/Filer/USAddress/CityNm0DENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0272390368
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0780D9F9ECCD1E6B77ACAE6FC251B1E1FCFA5E1C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0780D9F9ECCD1E6B77ACAE6FC251B1E1FCFA5E1C7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383270278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN RIVAMONTE SLATE & SCHULTE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025800 NORTHWESTERN HIGHWAY 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048075
ReturnHeader/PreparerPersonGrp/PhoneNum02483532800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHULTE
ReturnHeader/ReturnTs02017-10-13T10:20:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2017Detailed filing. Detailed filing data is available for this year.$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