Scottish Rite Foundation of Montana

Address
3333 14th Ave S
Great Falls, MT 59405
Contact
Phone: +1 (406) 467-4720
Nonprofit
NTEE: Y40 - Fraternal Beneficiary Societies
EIN: 81-6011672

Mission

To support the various charitable activities of the ancient accepted Scottish Rite.
 20162015201420132012
Basic features of the organization
Year of formation2003
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00$0.00   
Sum of reportable (W2/1099) compensation  $0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers  000
Number of highly compensated contractors0000 
Personnel
Baillie, William
TitlePresidentPresidentPRESIDENTPRESIDENTPRESIDENT
Name of key/compensated personWilliam BaillieWilliam BaillieWILLIAM BAILLIEWILLIAM BAILLIEWILLIAM BAILLIE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Blaisdell, Phil
TitleDirectorDirectorDIRECTORDIRECTORDIRECTOR
Name of key/compensated personPhil BlaisdellPhil BlaisdellPHIL BLAISDELLPHIL BLAISDELLPHIL BLAISDELL
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Koch, Lynn
TitleVice PresidentVice PresidentVICE PRESIDENTVICE PRESIDENTVICE PRESIDENT
Name of key/compensated personLynn KochLynn KochLYNN KOCHLYNN KOCHLYNN KOCH
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Langford, Bill
TitleSecretarySecretarySECRETARYSECRETARYSECRETARY
Name of key/compensated personBill LangfordBill LangfordBILL LANGFORDBILL LANGFORDBILL LANGFORD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Marsh, Steve
TitleDirectorDirectorDIRECTORDIRECTORDIRECTOR
Name of key/compensated personSteve MarshSteve MarshSTEVE MARSHSTEVE MARSHSTEVE MARSH
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Olson, Wendell
TitleDirectorDirectorDIRECTORDIRECTORDIRECTOR
Name of key/compensated personWendell OlsonWendell OlsonWENDELL OLSONWENDELL OLSONWENDELL OLSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Roberts, Jim
TitleDirectorDirectorDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJim RobertsJim RobertsJIM ROBERTSJIM ROBERTSJIM ROBERTS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Scortland, Everett
TitleTreasurerTreasurer   
Name of key/compensated personEverett ScortlandEverett Scortland   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.500.50   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Snortland, Everett
Title  TREASURERTREASURERTREASURER
Name of key/compensated person  EVERETT SNORTLANDEVERETT SNORTLANDEVERETT SNORTLAND
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.500.500.50
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Stam, Doug
TitleDirectorDirectorDIRECTORDIRECTORDIRECTOR
Name of key/compensated personDoug StamDoug StamDOUG STAMDOUG STAMDOUG STAM
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Thompson, John
TitleDirectorDirectorDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJohn ThompsonJohn ThompsonJOHN THOMPSONJOHN THOMPSONJOHN THOMPSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Waterfiled, Jack
TitleDirectorDirectorDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJack WaterfiledJack WaterfiledJACK WATERFILEDJACK WATERFILEDJACK WATERFILED
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTo support the various charitable activities of the ancient accepted Scottish Rite.To support the various charitable activities of the ancient accepted Scottish Rite.TO SUPPORT THE VARIOUS CHARITABLE ACTIVITIES OF THE ANCIENT ACCEPTED SCOTTISH RITE.TO SUPPORT THE VARIOUS CHARITABLE ACTIVITIES OF THE ANCIENT ACCEPTED SCOTTISH RITE.TO SUPPORT THE VARIOUS CHARITABLE ACTIVITIES OF THE ANCIENT ACCEPTED SCOTTISH RITE.
Program service expenses, total$31,152.00$30,957.00$27,058.00$21,105.00$22,986.00
Programs, including revenue & expenses
Provide monetary support to clinics supporting children with speech disabilities.
Program expenses$31,152.00$30,957.00$27,058.00$21,105.00 
Grants and allocations made$25,574.00$24,000.00$20,101.00$15,000.00 
Program descriptionProvide monetary support to clinics supporting children with speech disabilities.Provide monetary support to clinics supporting children with speech disabilities.WESTERN MONTANA SCOTTISH RITE SPEECH AND LANGUAGE CLINIC - PROVIDE MONETARY SUPPORT TO CLINICS SUPPORTING CHILDREN WITH SPEECH DISABILITIES.WESTERN MONTANA SCOTTISH RITE SPEECH AND LANGUAGE CLINIC - PROVIDE MONETARY SUPPORT TO CLINICS SUPPORTING CHILDREN WITH SPEECH DISABILITIES. 
WESTERN MONTANA SCOTTISH RITE SPEECH AND LANGUAGE CLINIC
Program expenses    $22,986.00
Grants and allocations made    $18,000.00
Program description    WESTERN MONTANA SCOTTISH RITE SPEECH AND LANGUAGE CLINIC
Financial data
Revenue
Total revenue$59,071.00$27,996.00$29,083.00$21,926.00$222,504.00
Revenue from contributions (total)$0.00$0.00$341.00$206.00$206,864.00
Investment income, current yr$59,071.00$27,996.00$28,742.00$21,720.00$15,640.00
Total revenue from grants, etc., current yr$0.00$0.00$341.00$206.00$206,864.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue  $0.00$0.00$0.00
Program service revenue (total)$0.00$0.00$0.00$0.00$0.00
Gross receipts$336,058.00$114,480.00$83,067.00$142,100.00$370,827.00
Sources of contributions
Contributions from related organizations  $341.00$206.00$206,864.00
Other types of revenue
Royalties (total)$0.00$0.00   
Miscellaneous revenue (total)$0.00$0.00   
Net revenue from gaming (total)$0.00$0.00   
Income from dividends, interest, and similar investments$10,001.00$8,204.00$10,134.00$8,550.00$9,628.00
Net rental income$0.00$0.00$0.00$0.00$0.00
Net income from fundraising events$0.00$0.00   
Net inventory sales (total)$0.00$0.00   
Expense categories (totals)
Total functional expenses: sum of all$31,152.00$30,957.00$27,058.00$21,105.00$22,986.00
Total functional expenses: program service $31,152.00$30,957.00$27,058.00$21,105.00$22,986.00
Total functional expenses: management and general$0.00$0.00$0.00$0.00$0.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)$0.00$0.00   
Legal fees (total)$0.00$0.00   
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$0.00$0.00   
Investment management fees (total)$5,478.00$5,782.00$5,827.00$5,080.00$3,971.00
Assets and liabilities
Total assets$558,861.00$557,762.00$585,295.00$564,769.00$490,066.00
Total assets, beginning of year$557,762.00$585,295.00$564,769.00$490,066.00$268,086.00
Total liabilities$3.00$0.00$0.00$0.00$0.00
Total liabilities, beginning of year  $0.00$0.00$0.00
Pledges & accounts receivable, net$0.00$0.00   
Loans & receivables from key persons$0.00$0.00   
Net assets$558,858.00$557,762.00$585,295.00$564,769.00$490,066.00
Net assets, beginning of year$557,762.00$585,295.00$564,769.00$490,066.00$268,086.00
Other liabilities$3.00    
Intangible assets$0.00$0.00   
Other assets$0.00$0.00   
Investments: other securities$0.00$127,590.00$346,813.00$343,965.00$264,308.00
Investments: publicly traded securities$527,604.00$402,883.00$227,496.00$193,409.00$200,774.00
Cash: non-interest bearing$0.00$0.00   
Investments -- program-related$0.00$0.00   
Inventories for sale or use$0.00$0.00   
Other financial variables
Revenue less expenses$27,919.00-$2,961.00$2,025.00$821.00$199,518.00
Advertising (total)$0.00$0.00   
Savings & temp cash investment$31,257.00$27,289.00$10,986.00$27,395.00$24,984.00
Accounts receivable, net$0.00$0.00   
Prepaid expenses & deferred charges$0.00$0.00   
Total net assets or fund balances$558,858.00$557,762.00$585,295.00$564,769.00$490,066.00
Depreciation, depletion, amortization$0.00$0.00   
Payment to affiliates$0.00$0.00   
Governance and accountability
Number of voting members1111111112
Number of independent voting members1111111112
Cash accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5k  TrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-10-202016-12-062016-01-122014-10-242013-07-24
IRS schema version2016v3.02015v2.02014v5.02013v3.02012v2.1
Filing identifier201711249349301221201632159349301508201522809349300447201442239349300899201301199349300865
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