Scottish Rite Foundation of Montana (EIN 816011672) - Form 990 Financial Analysis & Trantor Score

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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

2003

Legal Domicile

Principal Officer

William Baillie

Tax Period

2024-01-01 to 2024-12-31

Scottish Rite Foundation of Montana, founded in 2003, is a micro nonprofit that reported $27K in total revenue in fiscal year 2024. Expenses of $37K exceeded revenue, resulting in a 36% operating deficit.

Mission

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

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $26,918

Other Revenue $0

TOTAL REVENUE $26,918

Expense Breakdown

Grants Paid $29,757

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,614

Other Expenses $6,857

TOTAL EXPENSES $36,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,918	$25,044	+0.1%
Expenses	$36,614	$35,995	+0.0%
Net Income	$-9,696	$-10,951	-0.1%

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

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
William Baillie	President	0.50	Director	$0	$0	$0
Lynn Koch	Vice President	0.50	Director	$0	$0	$0
Everett Scortland	Treasurer	0.50	Director	$0	$0	$0
Bill Langford	Secretary	0.50	Director	$0	$0	$0
Doug Stam	Director	0.50	Director	$0	$0	$0
Phil Blaisdell	Director	0.50	Director	$0	$0	$0
John Thompson	Director	0.50	Director	$0	$0	$0
Jack Waterfiled	Director	0.50	Director	$0	$0	$0
Wendell Olson	Director	0.50	Director	$0	$0	$0
Steve Marsh	Director	0.50	Director	$0	$0	$0
Jim Roberts	Director	0.50	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	No data	No data	No data	No data
2024	$26,918	$36,614	$706,507	$-9,696
2023	$25,044	$35,995	$663,406	$-10,951
2022	$77,314	$36,832	$600,125	$40,482
2021	$40,679	$34,628	$721,170	$6,051
2020	$26,675	$27,216	$668,777	$-541
2019	$41,699	$32,458	$634,235	$9,241
2018	$47,671	$31,721	$545,091	$15,950

Scottish Rite Foundation of Montana