Civic Intelligence

York Rite Charitable Fund

990 • Fiscal year 2019 • EIN 38-2324079

Jun 01, 2018 to May 31, 2019 • Filed on Jan 30, 2020

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.5%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

6.8%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,470,892

Up $7,962 (+0.5%) from 2018

Net Assets

Up

$1,468,821

Up $5,891 (+0.4%) from 2018

Liabilities

Up

$2,071

Up $2,071 from 2018

Revenue

Up

$138,610

Up $8,802 (+6.8%) from 2018

Expenses

Up

$56,196

Up $12,094 (+27%) from 2018

Net Income

Down

$82,414

Down $3,292 (-3.8%) from 2018

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

2019

Assets$1,470,892
Liabilities$2,071
Net Assets$1,468,821

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

2019

Revenue$138,610
Expenses$56,196
Net Income$82,414
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jan 30, 2020
Return Version
2018v3.2
Gross Receipts
$138,610
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$1,415,693$1,441,785▲ $26,092
Cash and Non-Interest-Bearing Accounts$42,881$23,530▼ $19,351
Prepaid Expenses and Deferred Charges-$4,500-
Inventories for Sale or Use$4,356$1,077▼ $3,279
Total Assets$1,462,930$1,470,892▲ $7,962
Liabilities
Accounts Payable and Accrued Expenses-$2,071-
Total Liabilities$0$2,071▲ $2,071
Net Assets / Fund Balance
Unrestricted Net Assets$1,462,930$1,468,821▲ $5,891
Total Net Assets Fund Balance$1,462,930$1,468,821▲ $5,891
Total Liabilities and Net Assets / Fund Balance$1,462,930$1,470,892▲ $7,962
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$21,845
Program Service Revenue
$0
Investment Income
$116,765
Other Revenue
$0
All Other Contributions
$21,845
Change in Net Assets
$82,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,196
Grants and Similar Amounts Paid$28,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,000--$28,000
Other Expenses$2,858$14,156-$2,858
All Other Expenses$2,363--$2,363
Fees for Services Accounting-$2,195-$2,195
Total Functional Expenses$39,845$16,351$0$56,196
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
KNIGHT'S TEMPLAR EYE FOUNDATION INFlower Mound, TX-General Fund$8,500
Geo Washington National MemorialDetroit, MI-General Fund$7,000
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
Audit committee
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 General
Phone
3368599772
Signed
2020-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Reese L Harrison Jr
Formed
1980
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
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

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.

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IRS990/NetAssetsOrFundBalancesEOYAmt01468821
IRS990/NetUnrlzdGainsLossesInvstAmt0-76523
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficerMailingAddressInd0true
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IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3OFFICE
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IRS990/OtherExpensesGrp/ProgramServicesAmt13099
IRS990/OtherExpensesGrp/ProgramServicesAmt22858
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IRS990/OtherExpensesGrp/TotalAmt13525
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046230
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0116765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102419
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IRS990ScheduleI/RecipientTable/CashGrantAmt18500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GEO WASHINGTON NATIONAL MEMORIAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KNIGHT'S TEMPLAR EYE FOUNDATION IN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0GEORGE WASHINGTON NATIONAL MEMORIAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1KNIGHT'S TEMPLAR EYE FOUNDATION IN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 TEMPLE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11033 LONG PRARIE RAOD SUTIE 5
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DETROIT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FLOWER MOUND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1750224230
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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/ExplanationTxt1TO 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/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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01462930
IRS990/TotalAssetsGrp/EOYAmt01470892
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016351
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039845
IRS990/TotalFunctionalExpensesGrp/TotalAmt056196
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02071
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01462930
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01468821
IRS990/TotalProgramServiceExpensesAmt039845
IRS990/TotalRevenueGrp/ExclusionAmt0116765
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138610
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01462930
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01470892
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01462930
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN ANTONIO
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IRS990/VotingMembersIndependentCnt014
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REESE L HARRISON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER GENERAL
ReturnHeader/BusinessOfficerGrp/PhoneNum03368599772
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YORK RITE CHARITABLE FUND
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ReturnHeader/Filer/EIN0382324079
ReturnHeader/Filer/PhoneNum03138331385
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ReturnHeader/Filer/USAddress/CityNm0DENTON
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08028C4CDE89DEC77CC454DAAA9BC2C4B8D54A795
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:25:46
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/PreparationDt02020-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHULTE
ReturnHeader/ReturnTs02020-02-03T12:25:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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