Civic Intelligence

York Rite Charitable Fund

990 • Fiscal year 2020 • EIN 38-2324079

Jun 01, 2019 to May 31, 2020 • Filed on Dec 08, 2020

PO Box 368Denton, NC 27239-0368

(336) 859-9772

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.3%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,578,648

Up $107,756 (+7.3%) from 2019

Net Assets

Up

$1,577,073

Up $108,252 (+7.4%) from 2019

Liabilities

Down

$1,575

Down $496 (-24%) from 2019

Revenue

Down

$116,901

Down $21,709 (-16%) from 2019

Expenses

Down

$41,242

Down $14,954 (-27%) from 2019

Net Income

Down

$75,659

Down $6,755 (-8.2%) from 2019

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

2020

Assets$1,578,648
Liabilities$1,575
Net Assets$1,577,073

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

2020

Revenue$116,901
Expenses$41,242
Net Income$75,659
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Dec 8, 2020
Return Version
2019v5.0
Gross Receipts
$116,901
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$1,441,785$1,553,208▲ $111,423
Cash and Non-Interest-Bearing Accounts$23,530$17,872▼ $5,658
Prepaid Expenses and Deferred Charges$4,500$4,500→ $0
Inventories for Sale or Use$1,077$3,068▲ $1,991
Total Assets$1,470,892$1,578,648▲ $107,756
Liabilities
Accounts Payable and Accrued Expenses$2,071$1,575▼ $496
Total Liabilities$2,071$1,575▼ $496
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,468,821$1,577,073▲ $108,252
Total Net Assets Fund Balance$1,468,821$1,577,073▲ $108,252
Total Liabilities and Net Assets / Fund Balance$1,470,892$1,578,648▲ $107,756
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$23,210
Program Service Revenue
$0
Investment Income
$93,691
Other Revenue
$0
All Other Contributions
$23,210
Change in Net Assets
$75,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,742
Grants and Similar Amounts Paid$13,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,500--$13,500
Fees for Services Accounting-$4,450-$4,450
Other Expenses$1,350$1,575-$1,350
All Other Expenses$-164$292-$128
Total Functional Expenses$14,686$26,556$0$41,242
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, 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
3368599772
Address
PO BOX 368, DENTON, NC 27239-0368

Signing Officer

Name
Reese L Harrison Jr
Title
Treasurer General
Phone
3368599772
Signed
2020-12-08
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 HWY STE 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.

Raw XML Appendix363 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.

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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01577073
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IRS990/OtherExpensesGrp/TotalAmt15377
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IRS990/PYInvestmentIncomeAmt0116765
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IRS990/PYTotalRevenueAmt0138610
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt093691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0116765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0102419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-1747
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt059278
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0370406
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27860
IRS990ScheduleA/PublicSupportPY170Pct00.26380
IRS990ScheduleA/PublicSupportTotal170Amt0143037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046230
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143037
IRS990ScheduleA/TotalSupportAmt0513443
IRS990/ScheduleBRequiredInd0false
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/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/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01470892
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IRS990/TotalAssetsGrp/BOYAmt01470892
IRS990/TotalAssetsGrp/EOYAmt01578648
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023210
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026556
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014686
IRS990/TotalFunctionalExpensesGrp/TotalAmt041242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02071
IRS990/TotalLiabilitiesEOYAmt01575
IRS990/TotalLiabilitiesGrp/BOYAmt02071
IRS990/TotalLiabilitiesGrp/EOYAmt01575
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01577073
IRS990/TotalProgramServiceExpensesAmt014686
IRS990/TotalRevenueGrp/ExclusionAmt093691
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116901
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01470892
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078215
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REESE L HARRISON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER GENERAL
ReturnHeader/BusinessOfficerGrp/PhoneNum03368599772
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YORK RITE CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0YORK
ReturnHeader/Filer/EIN0382324079
ReturnHeader/Filer/PhoneNum03368599772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 368
ReturnHeader/Filer/USAddress/CityNm0DENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0272390368
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383270278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN RIVAMONTE SLATE & SCHULTE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025800 NORTHWESTERN HWY STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048075
ReturnHeader/PreparerPersonGrp/PhoneNum02483532800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHULTE
ReturnHeader/ReturnTs02021-03-22T08:05:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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
2020Detailed filing. Detailed filing data is available for this year.$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