ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF CHARLESTON

EIN: 550273308

CHARLESTON, WV

Total Revenue
$294,160
Total Expenses
$249,185
Total Assets
$1,288,023
Net Assets
$1,176,866
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1909
Legal Domicile
WV
Principal Officer
GLEN MURPHY
Phone
3043427833
Tax Period
2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF CHARLESTON, founded in 1909, is a small nonprofit that reported $294K in total revenue in fiscal year 2023. The organization ran a surplus of $45K, a strong 15% operating margin.

Mission

IMPROVE OUR MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION AND DEDICATION TO PROMOTE THE IMPROVEMENT OF MORAL VALUES OF MEN IN THE LOCAL COMMUNITY.

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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,840
Program Service Revenue $137,946
Investment Income $146,924
Other Revenue $7,450
TOTAL REVENUE $294,160

Expense Breakdown

Grants Paid $500
Salaries & Benefits $55,577
Fundraising Expenses $0
Program Expenses $216,890
Other Expenses $193,108
TOTAL EXPENSES $249,185

Year-over-Year Comparison

2023 2022 Change
Revenue $294,160 $275,763 +0.1%
Expenses $249,185 $269,092 -0.1%
Net Income $44,975 $6,671 +5.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
11
Independent Members
11
Employees
3
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
2
$13,298
Total Directors
11
$13,298
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JACK YOST PERSONAL REPRESENTATIVE 2.00
Officer Director
$0 $0 $0
DOUGLAS COOKSEY SECRETARY 40.00
Officer Director
$13,298 $0 $13,298
JON M CASTLEBERRY EXECUTIVE COMMITTEE 2.00
Director
$0 $0 $0
MORRIS E MCMILLIAN EXECUTIVE COMMITTEE 2.00
Director
$0 $0 $0
TERRY SNODGRASS EXECUTIVE COMMITTEE 2.00
Director
$0 $0 $0
SAM G KAPOURALES FINANCIAL COMMITTEE 2.00
Director
$0 $0 $0
GEORGE SMITH FINANCIAL COMMITTEE 2.00
Director
$0 $0 $0
ALAN KIM WEBSTER EXECUTIVE COMMITTEE 2.00
Director
$0 $0 $0
GLENN MURPHY TREASURER 2.00
Director
$0 $0 $0
WILLIAM M CASTLEBERRY EXECUTIVE COMMITTEE 2.00
Director
$0 $0 $0
JOHN MARK BODWIN EXECUTIVE COMMITTEE 2.00
Director
$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
2024 No data No data No data No data
2023 $294,160 $249,185 $1,288,023 $44,975
2022 $275,763 $269,092 $1,306,540 $6,671
2021 $314,853 $216,788 $1,573,360 $98,065
2020 $428,286 $215,412 $1,524,285 $212,874
2019 $367,588 $261,632 $1,474,595 $105,956
2018 $271,560 $273,197 $1,417,522 $-1,637
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