ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF

EIN: 630756937

Huntsville, AL

Total Revenue
$106,786
Total Expenses
$100,802
Total Assets
$2,025,700
Net Assets
$2,025,700
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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
2023
Legal Domicile
AL
Principal Officer
WILLIAM BURFITT
Phone
2565391300
Tax Period
2025-01-01 to 2025-12-31

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF, founded in 2023, is a small nonprofit that reported $107K in total revenue in fiscal year 2025. Expenses of $101K left a modest 6% surplus.

Mission

TO IMPROVE AND ENHANCE 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 SPRITUAL VALUES

Program Service Accomplishments

Program 1
Expenses: $84,408

TO IMPROVE AND ENHANCE 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 SPRITUAL...

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TO IMPROVE AND ENHANCE 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 SPRITUAL VALUES

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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 (2025)

Revenue Breakdown

Contributions & Grants $6,164
Program Service Revenue $37,202
Investment Income $63,395
Other Revenue $25
TOTAL REVENUE $106,786

Expense Breakdown

Grants Paid $14,309
Salaries & Benefits $13,108
Fundraising Expenses $0
Program Expenses $84,408
Other Expenses $73,385
TOTAL EXPENSES $100,802

Year-over-Year Comparison

2025 2024 Change
Revenue $106,786 $110,796 0.0%
Expenses $100,802 $114,518 -0.1%
Net Income $5,984 $-3,722 -2.6%
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
6
Independent Members
6
Employees
1
Volunteers
20

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
6
$12,000
Total Directors
6
$12,000
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM BURFITT SECRETARY 20.00
Officer Director Highest
$12,000 $0 $12,000
DREW MCKAY VENERABLE MASTER 2.00
Officer Director
$0 $0 $0
JASON CROWE WISE MASTER 2.00
Officer Director
$0 $0 $0
JOHN MEYERS COMMANDER 2.00
Officer Director
$0 $0 $0
ROGER MULLINS MASTER OF KADOSH 2.00
Officer Director
$0 $0 $0
GARY LUNSFORD TREASURER 2.00
Officer 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
2025 $106,786 $100,802 $2,025,700 $5,984
2024 No data No data No data No data
2023 $68,000 $91,579 $1,834,954 $-23,579
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