Nonprofit · EIN 81-6011672
SCOTTISH RITE FOUNDATION OF MONTANA
Tax-exempt · GREAT FALLS, MT 59404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $49,245 | $38,057 | $11,188 | $757,890 | $0 | $757,890 |
| December 31, 2024 | 990 | $26,918 | $36,614 | -$9,696 | $706,507 | $0 | $706,507 |
| December 31, 2023 | 990 | $25,044 | $35,995 | -$10,951 | $663,406 | $0 | $663,406 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,300
- Program service revenue
- $0
- Investment income
- $47,945
- Net gain from sales of assets
- $16,088
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $29,970
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $38,057
Balance sheet and other
- Total assets, start of year
- $712,586
- Total assets, end of year
- $757,890
- Total liabilities, end of year
- $0
- Net assets, end of year
- $757,890
- Publicly traded securities
- $751,939
- Net assets without donor restrictions
- $757,890
- Gross receipts
- $108,362
- Employees
- 0
- Year formed
- 2003
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bruce Lahti | Treasurer Trustee or director | 0.5 | $0 |
| Michael Walker | Vice President Trustee or director | 0 | $0 |
| Ronny Aasterud | President Trustee or director | 0 | $0 |
| Marc Sewell | Board Member Trustee or director | 0 | $0 |
| Jack Morgan | Board Member Trustee or director | 0 | $0 |
| Leo Shuman | Board Member Trustee or director | 0 | $0 |
| Travis Hughes | Board Member Trustee or director | 0 | $0 |
| Kevin Olson | Board Member Trustee or director | 0 | $0 |
| Hans Dierenfeldt | Board Member Trustee or director | 0 | $0 |
| Terry Peterson | Board Member Trustee or director | 0 | $0 |
| Barry Collins | Board Member Trustee or director | 0 | $0 |
| Tanner Roe | Board Member Trustee or director | 0 | $0 |
| Juan Maso | Board Member Trustee or director | 0 | $0 |
| F Keegan McIntire | Board Member Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Baillie | President Trustee or director | 0.5 | $0 |
| Lynn Koch | Vice President Trustee or director | 0.5 | $0 |
| Everett Scortland | Treasurer Trustee or director | 0.5 | $0 |
| Bill Langford | Secretary Trustee or director | 0.5 | $0 |
| Doug Stam | Director Trustee or director | 0.5 | $0 |
| Phil Blaisdell | Director Trustee or director | 0.5 | $0 |
| John Thompson | Director Trustee or director | 0.5 | $0 |
| Jack Waterfiled | Director Trustee or director | 0.5 | $0 |
| Wendell Olson | Director Trustee or director | 0.5 | $0 |
| Steve Marsh | Director Trustee or director | 0.5 | $0 |
| Jim Roberts | Director Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Baillie | President Trustee or director | 0.5 | $0 |
| Lynn Koch | Vice President Trustee or director | 0.5 | $0 |
| Everett Scortland | Treasurer Trustee or director | 0.5 | $0 |
| Bill Langford | Secretary Trustee or director | 0.5 | $0 |
| Doug Stam | Director Trustee or director | 0.5 | $0 |
| Phil Blaisdell | Director Trustee or director | 0.5 | $0 |
| John Thompson | Director Trustee or director | 0.5 | $0 |
| Jack Waterfiled | Director Trustee or director | 0.5 | $0 |
| Wendell Olson | Director Trustee or director | 0.5 | $0 |
| Steve Marsh | Director Trustee or director | 0.5 | $0 |
| Jim Roberts | Director Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 41 DUNE RIDGE LN, GREAT FALLS, MT 59404-6457
- In care of
- % RICHARD KLOCKMAN
- Principal officer (990 for 2025)
- Bruce Lahti, 41 Dune Ridge Lane, Great Falls, MT 59404
- Signed the 990
- Bruce Lahti, Treasurer
- Return prepared by
- Bloomgren Rivera & Co PLLC
Mission
To support the various charitable activities of the ancient accepted Scottish Rite.
Program accomplishments
- Provide monetary support to clinics supporting children with speech disabilities.Expenses $38,057 · revenue $49,245
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-6011672
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $757,890
- Income (IRS master file)
- $108,362
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $49,245 | $38,057 | $757,890 | IRS |
| 990 | December 2024 | $26,918 | $36,614 | $706,507 | XML |
| 990 | December 2023 | $25,044 | $35,995 | $663,406 | XML |
| 990 | December 2022 | $77,314 | $36,832 | $600,125 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-6011672).
Questions about SCOTTISH RITE FOUNDATION OF MONTANA
- What is the EIN of SCOTTISH RITE FOUNDATION OF MONTANA?
- The employer identification number (EIN) of SCOTTISH RITE FOUNDATION OF MONTANA is 81-6011672.
- Is SCOTTISH RITE FOUNDATION OF MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SCOTTISH RITE FOUNDATION OF MONTANA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SCOTTISH RITE FOUNDATION OF MONTANA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SCOTTISH RITE FOUNDATION OF MONTANA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCOTTISH RITE FOUNDATION OF MONTANA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SCOTTISH RITE FOUNDATION OF MONTANA?
- The 990 for the year ended December 31, 2025 names Bruce Lahti.
- Who are the officers and directors of SCOTTISH RITE FOUNDATION OF MONTANA?
- The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SCOTTISH RITE FOUNDATION OF MONTANA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $49,245, expenses of $38,057 and total assets of $757,890 at year end.
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