Civic Intelligence

York Rite Charitable Fund

990 • Fiscal year 2023 • EIN 38-2324079

Jun 01, 2022 to May 31, 2023 • Filed on Jul 24, 2023

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

29th percentile

-2.1%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,769,540

Down $38,224 (-2.1%) from 2022

Net Assets

Down

$1,769,540

Down $38,224 (-2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$103,927

Up $29,061 (+39%) from 2022

Expenses

Down

$36,683

Down $17,093 (-32%) from 2022

Net Income

Up

$67,244

Up $46,154 (+219%) from 2022

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

2023

Assets$1,769,540
Liabilities$0
Net Assets$1,769,540

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

2023

Revenue$103,927
Expenses$36,683
Net Income$67,244
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 24, 2023
Return Version
2022v5.0
Gross Receipts
$103,927
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,

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,791,832$1,750,538▼ $41,294
Cash and Non-Interest-Bearing Accounts$9,162$12,232▲ $3,070
Prepaid Expenses and Deferred Charges$4,500$4,500→ $0
Inventories for Sale or Use$2,270$2,270→ $0
Total Assets$1,807,764$1,769,540▼ $38,224
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,807,764$1,769,540▼ $38,224
Total Net Assets Fund Balance$1,807,764$1,769,540▼ $38,224
Total Liabilities and Net Assets / Fund Balance$1,807,764$1,769,540▼ $38,224
Compensation and Service Providers

Board Members and Trustees

NameTitle
W Berry RigdonChairman
Joe R Manning JrPresident
Bryce HildrethVice President
Blaine H SimonsTrustee
James E WinzenreidTrustee
James W PattonTrustee
William RiggsTrustee
D Allen SurrattSecretary
Reese L Harrison JrTreasurer General
Revenue and Support

Revenue Composition

Contributions and Grants
$19,253
Program Service Revenue
$0
Investment Income
$84,674
Other Revenue
$0
Change in Net Assets
$67,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,183
Grants and Similar Amounts Paid$9,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,500--$9,500
Other Expenses-$1,773-$1,773
Fees for Services Accounting-$374-$374
Total Functional Expenses$9,500$27,183$0$36,683
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 990a 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 policyconflicts of interest are monitored on a regular basis

Governing documents etc available to public Part VI line 19

Governing documents disclosure explanationno documents available to the public

Filing and Contact Details

Filer

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

Signing Officer

Name
Reese L Harrision
Title
Treasurer Gener
Phone
3368599772
Signed
2023-07-24
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
Eddie Carrick 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 accomplishmentto 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;2. To hold in trust any property received by gift or bequest for 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 missionto 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;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 disturbed to such organizations as are qualified as tax exempt under section 501 (c)(3) of the internal revenue code5.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.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS PROCESS TO REVIEW 990A 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 POLICYCONFLICTS OF INTEREST ARE MONITORED ON A REGULAR BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONNO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART III, LINE 4A - FIRST ACCOMPLISHMENTTO 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;2. TO HOLD IN TRUST ANY PROPERTY RECEIVED BY GIFT OR BEQUEST FOR 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 MISSIONTO 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;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 DISTURBED TO SUCH ORGANIZATIONS AS ARE QUALIFIED AS TAX EXEMPT UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE5.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
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Document Assets

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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
2023Detailed filing. Detailed filing data is available for this year.$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