YORK RITE CHARITABLE FUND (EIN 382324079) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

REESE L HARRISON Jr

Phone

3368599772

Tax Period

2024-06-01 to 2025-05-31

YORK RITE CHARITABLE FUND, founded in 1980, is a small nonprofit that reported $172K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 72% operating margin.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $35,872

Program Service Revenue $0

Investment Income $135,850

Other Revenue $0

TOTAL REVENUE $171,722

Expense Breakdown

Grants Paid $19,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,850

Other Expenses $28,767

TOTAL EXPENSES $48,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,722	$130,749	+0.3%
Expenses	$48,267	$31,476	+0.5%
Net Income	$123,455	$99,273	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES W PATTON	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM RIGGS	TRUSTEE	2.00	Director	$0	$0	$0
JAMES E WINZENREID	TRUSTEE	1.50	Director	$0	$0	$0
STANTON T BROWN	TRUSTEE	1.00	Director	$0	$0	$0
BRYCE HILDRETH	VICE PRESIDENT	1.50	Officer	$0	$0	$0
JOE R MANNING Jr	PRESIDENT	1.50	Officer	$0	$0	$0
REESE L HARRISON Jr	TREASURER GENERAL	3.00	Officer	$0	$0	$0
W BERRY RIGDON	CHAIRMAN	2.00	Officer	$0	$0	$0
D ALLEN SURRATT	SECRETARY	4.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$171,722	$48,267	$2,238,969	$123,455
2024	$130,749	$31,476	$2,059,824	$99,273
2023	$103,927	$36,683	$1,769,540	$67,244
2022	$74,866	$53,776	$1,807,764	$21,090
2021	$112,815	$35,159	$2,153,124	$77,656
2020	$116,901	$41,242	$1,578,648	$75,659
2019	$138,610	$56,196	$1,470,892	$82,414
2018	$129,808	$44,102	$1,462,930	$85,706

YORK RITE CHARITABLE FUND