Civic Intelligence

Scottish Rite Foundation of Montana

EIN 81-6011672 • 501(c)3 • Great Falls, MT

Profile

To support the various charitable activities of the ancient accepted Scottish Rite.

3333 14th Ave SGreat Falls, MT 59405

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$706,507

Up $43,101 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$706,507

Up $43,101 (+6.5%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Up

$26,918

Up $1,874 (+7.5%) from 2023

Expenses

Up

$36,614

Up $619 (+1.7%) from 2023

Net Income

Up

-$9,696

Up $1,255 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $268,086Liabilities 2011: $0Net Assets 2011: $268,0862011Assets 2012: $490,066Liabilities 2012: $0Net Assets 2012: $490,0662012Assets 2013: $564,769Liabilities 2013: $0Net Assets 2013: $564,7692013Assets 2014: $585,295Liabilities 2014: $0Net Assets 2014: $585,2952014Assets 2015: $557,762Liabilities 2015: $0Net Assets 2015: $557,7622015Assets 2016: $558,861Liabilities 2016: $3Net Assets 2016: $558,8582016Assets 2017: $597,554Liabilities 2017: $0Net Assets 2017: $597,5542017Assets 2018: $545,091Liabilities 2018: $0Net Assets 2018: $545,0912018Assets 2019: $634,235Liabilities 2019: $0Net Assets 2019: $634,2352019Assets 2020: $668,777Liabilities 2020: $0Net Assets 2020: $668,7772020Assets 2021: $721,170Liabilities 2021: $0Net Assets 2021: $721,1702021Assets 2022: $600,125Liabilities 2022: $0Net Assets 2022: $600,1252022Assets 2023: $663,406Liabilities 2023: $0Net Assets 2023: $663,4062023Assets 2024: $706,507Liabilities 2024: $0Net Assets 2024: $706,5072024

Highlighted filing

2024

Assets$706,507
Liabilities$0
Net Assets$706,507
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $13,868Expenses 2011: $20,129Net Income 2011: -$6,2612011Expenses 2012: $22,9862012Revenue 2013: $21,926Expenses 2013: $21,105Net Income 2013: $8212013Revenue 2014: $29,083Expenses 2014: $27,058Net Income 2014: $2,0252014Revenue 2015: $27,996Expenses 2015: $30,957Net Income 2015: -$2,9612015Revenue 2016: $59,071Expenses 2016: $31,152Net Income 2016: $27,9192016Revenue 2017: $27,376Expenses 2017: $31,312Net Income 2017: -$3,9362017Revenue 2018: $47,671Expenses 2018: $31,721Net Income 2018: $15,9502018Revenue 2019: $41,699Expenses 2019: $32,458Net Income 2019: $9,2412019Revenue 2020: $26,675Expenses 2020: $27,216Net Income 2020: -$5412020Revenue 2021: $40,679Expenses 2021: $34,628Net Income 2021: $6,0512021Revenue 2022: $77,314Expenses 2022: $36,832Net Income 2022: $40,4822022Revenue 2023: $25,044Expenses 2023: $35,995Net Income 2023: -$10,9512023Revenue 2024: $26,918Expenses 2024: $36,614Net Income 2024: -$9,6962024

Highlighted filing

2024

Revenue$26,918
Expenses$36,614
Net Income-$9,696
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$706,507
Liabilities
$0
Net assets
$706,507
Revenue
$26,918
Expenses
$36,614
Net income
-$9,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.07$0.00$7.07$0.27$0.37$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.25$0.36$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.77$0.37$0.40
2021Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.41$0.35$0.06
2020Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.27$0.27$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.42$0.32$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.48$0.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.27$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.59$0.31$0.28
2015Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.28$0.31$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.29$0.27$0.02
2013Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.22$0.21$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.23
2011Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$0.14$0.20$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$185,878
Mission and Program Overview

Mission

To support the various charitable activities of the ancient accepted Scottish Rite.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$662,492$706,507▲ $44,015
Savings and Temporary Cash Investments$914$0▼ $914
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$663,406$706,507▲ $43,101
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$663,406$706,507▲ $43,101
Total Net Assets Fund Balance$663,406$706,507▲ $43,101
Total Liabilities and Net Assets / Fund Balance$663,406$706,507▲ $43,101
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
William BailliePresident
Lynn KochVice President
Doug StamDirector
Jack WaterfiledDirector
Jim RobertsDirector
John ThompsonDirector
Phil BlaisdellDirector
Steve MarshDirector
Wendell OlsonDirector
Bill LangfordSecretary
Everett ScortlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,918
Other Revenue
$0
Change in Net Assets
$-9,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,757
Other Expenses$6,857
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$29,757--$29,757
Fees for Service Investment Mgmnt Fees$6,806--$6,806
Other Expenses$51--$51
Total Functional Expenses$36,614$0$0$36,614
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“This is a separate return filed by an organization covered by a group ruling exemption number.”

Form 990, Part VI, Section B, Line 11B

“A copy of the return is given to the organization's governing body before it is filed.”

Form 990, Part VI, Section C, Line 18

“Documents can be made available with written request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation of Montana
EIN
81-6011672
Address
3333 14th Ave S, Great Falls, MT 59405

Signing Officer

Name
William Baillie
Title
President
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Baillie
Formed
2003
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Bloomgren Rivera & Co PLLC
Address
225 2nd Street South, Great Falls, MT 59405
Preparer
Daren Bloomgren CPA
Phone
4067274004
Raw XML Appendix382 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/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0William Baillie
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt029851
IRS990/PYInvestmentIncomeAmt020044
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06144
IRS990/PYRevenuesLessExpensesAmt0-10951
IRS990/PYTotalExpensesAmt035995
IRS990/PYTotalRevenueAmt025044
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9696
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0914
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt039000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt039000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt039000
IRS990ScheduleA/TotalSupportAmt039000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This is a separate return filed by an organization covered by a group ruling exemption number.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the return is given to the organization's governing body before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents can be made available with written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0663406
IRS990/TotalAssetsEOYAmt0706507
IRS990/TotalAssetsGrp/BOYAmt0663406
IRS990/TotalAssetsGrp/EOYAmt0706507
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036614
IRS990/TotalFunctionalExpensesGrp/TotalAmt036614
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0663406
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0706507
IRS990/TotalProgramServiceExpensesAmt036614
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026918
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026918
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0663406
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0706507
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03333 14th Ave S
IRS990/USAddress/CityNm0Great Falls
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059405
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Baillie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Scottish Rite Foundation of Montana
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0816011672
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 14th Ave S
ReturnHeader/Filer/USAddress/CityNm0Great Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810518791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bloomgren Rivera & Co PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 2nd Street South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Great Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059405
ReturnHeader/PreparerPersonGrp/PhoneNum04067274004
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daren Bloomgren CPA
ReturnHeader/ReturnTs02025-09-15T13:13:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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