2025-06-03T09:48:09-05:00 2025-01-31 810333198 NEWLAND AND COMPANY PC PO BOX 3006 BUTTE MT 597023006 990 2024-02-01 810304749 MONTANA SOCIETY OF CPAS MONT 4064427301 PO BOX 138 HELENA MT 59624 ALLEN LLOYD EXECUTIVE DIRECTOR 4064427301 2025-05-21 1 1 DEBBIE OUELLETTE P00174388 4064944754 2025-05-21 2024 2025-03-06 01:10:19Z ALLEN LLOYD PO BOX 138 HELENA MT 59624 719664 0 X WWW.MONTANA.CPA X 1913 MT THE MISSION IS TO INSPIRE, EMPOWER, AND IMPACT MEMBERS TO ACHIEVE PROFESSIONAL EXCELLENCE. 11 11 3 75 0 0 313563 295184 394438 411568 11021 12337 0 0 719022 719089 0 0 0 0 276766 283568 0 0 0 480001 473917 756767 757485 -37745 -38396 550576 676519 116734 227967 433842 448552 X THE MISSION OF THE MTCPA IS TO INSPIRE, EMPOWER, AND IMPACT MEMBERS TO ACHIEVE PROFESSIONAL EXCELLENCE. 0 0 318752 340454 CONTINUING PROFESSIONAL EDUCATION COURSES PROVIDED TO MEMBERS IN ORDER FOR THEM TO MEET MANDATORY EDUCATION REQUIREMENTS. THE MTCPA OFFERS BETWEEN 25-30 CLASSES EACH YEAR TO APPROXIMATELY 1,000 PEOPLE. THESE CLASSES AND CONFERENCES HELP THEM FULFILL THEIR MANDATORY CONTINUING EDUCATION REQUIREMENTS AND MORE. THIS EDUCATION ENHANCES THEIR PROFESSIONAL KNOWLEDGE, ENCOURAGING CPAS TO BECOME MORE SUCCESSFUL AND, IN THE EVER CHANGING WORLD OF THE ACCOUNTING PROFESSION, ALLOWING THEM TO LEARN ABOUT THE REGULATORY AND TAX CHANGES THAT OCCUR EACH YEAR THEREBY BRINGING MORE VALUE TO THE PEOPLE RELYING UPON THEIR EXPERTISE. 113249 68707 ANNUAL MEETING OF MEMBERSMTCPA OFFERS A THREE DAY ANNUAL MEETING THAT ATTRACTS APPROXIMATELY 100 ACCOUNTING PROFESSIONALS EACH YEAR. THE ANNUAL MEETING FEATURES MULTIPLE HOURS OF PROFESSIONAL EDUCATION AS WELL AS NETWORKING OPPORTUNITIES FOR CPAS ACROSS MONTANA. 75876 292 LEGISLATIVE PROGRAM FOR MEMBERSMTCPA MONITORS STATE AND FEDERAL LEGISLATION AND ADMINISTRATIVE RULES AFFECTING THE ACCOUNTING PROFESSION, SPECIFICALLY IN AREAS OF TAXATION, ECONOMIC DEVELOPMENT AND BUSINESS ISSUES AND SERVES AS AS ADVOCATE FOR THE MEMBERS. 142922 1740 OTHER PROGRAMSMTCPA PUBLISHES ELECTRONIC NEWSLETTERS AS SERVICE TO THE MEMBERSHIP. THE ELECTRONIC NEWSLETTER IS SENT TO MORE THAN 1,400 MEMBERS WEEKLY AND IS AVAILABLE ON THE SOCIETY'S WEBSITE. IN ADDITION TO THE NEWSLETTER, MSCPA PROVIDES VARIOUS PROGRAMS TO SUPPORT MEMBERS AND THE PROFESSION. 142922 1740 650799 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 3 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ALLEN LLOYD EXECUTIVE DIRECTOR 4064427301 317 CRUSE AVE STE 202 HELENA MT 59601 X BRIGITTE BAAKE DIRECTOR 5.00 X 0 0 0 CARRIE FAULHABER DIRECTOR 5.00 X 0 0 0 CHET MCLEAN DIRECTOR 5.00 X 0 0 0 ERIC ROBERTS DIRECTOR 5.00 X 0 0 0 MEGAN CONNORS DIRECTOR 5.00 X 0 0 0 MELANIE BENGTSON DIRECTOR 5.00 X 0 0 0 REBECCA TURNER DIRECTOR 5.00 X 0 0 0 THERESA GALLO PRESIDENT 5.00 X X 0 0 0 SARA SMITH PRESIDENT-ELECT 5.00 X X 0 0 0 TIMOTHY KOBER SECRETARY/TREASURER 5.00 X X 0 0 0 ANN DEEGAN EX-OFFICIO 5.00 X 0 0 0 ALLEN LLOYD EXECUTIVE DIRECTOR 40.00 X 109231 0 7803 109231 0 7803 1 0 0 0 0 5000 290184 295184 CONTINUING EDUCATION 812900 340277 340277 ANNUAL MEETING 812900 53762 53762 MISCELLANEOUS INCOME 812900 11304 11304 MONTANA CONNECTION INC 812900 6225 6225 411568 12712 12712 200 575 -375 -375 -375 719089 411193 0 12712 231773 185418 46355 33743 26994 6749 18052 14442 3610 12200 9760 2440 18765 18765 14772 13569 1203 2622 2236 386 15804 12643 3161 53004 44185 8819 13500 13500 1859 1487 372 6017 4814 1203 CPE & SPEAKERS EXPENSE 128315 128315 0 MEALS & ENTERTAINMENT 114336 114336 0 TECHNOLOGY 50725 40923 9802 BANK CHARGES 22210 17768 4442 19788 15144 4644 757485 650799 106686 0 41544 181877 488244 473966 6572 8020 10100 9091 10035 6470 4116 3565 550576 676519 54114 99666 54620 128301 8000 0 116734 227967 X 433842 448552 433842 448552 550576 676519 -38396 53106 0 X 0 0 0 0 1 0 10035 6470 3565 3565 772195 53106 53106 719089 0 719089 757485 0 757485 0 757485 ALLEN LLOYD EXECUTIVE DIRECTOR THE SOCIETY CHECKING ACCOUNT WAS DEPLETED AND LOAN WAS TO PREVENT OVERDRAFT X 8000 0 0 1 1 FORM 990, PART VI, SECTION A, LINE 6 THE MTCPA IS A MEMBERSHIP ORGANIZATION COMPRISED OF CERTIFIED PUBLIC ACCOUNTANTS, ACCOUNTING STUDENTS AND ASSOCIATED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERSHIP THROUGH CHANGES IN BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL POLICIES ARE MONITORED AND UPDATED ON A CONSISTENT BASIS AND ENFORCED BY THE BOARD OF DIRECTORS AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS OF THE EXECUTIVE DIRECTOR CONSIST OF A BASE SALARY, SEP IRA CONTRIBUTION OF 8%, AND HEALTH INSURANCE PREMIUMS FOR THE EMPLOYEE ONLY. EVERY YEAR THE PERFORMANCE AND REVIEW COMMITTEE AND COMPENSATION COMMITTEE RE-EVALUATE THE EXECUTIVE DIRECTOR'S WAGES AND BENEFITS. THE COMMITTEE UTILIZES DIFFERENT RESOURCES TO DETERMINE A FAIR AND REASONABLE SALARY SUCH AS COMPARISON TO OTHER STATE SOCIETIES AND THE MT DEPARTMENT OF LABOR'S BUREAU OF LABOR AND STATISTICS. SALARY RANGES AND JOB DESCRIPTIONS ARE REVIEWED FORMALLY AS NECESSARY BY THE EXECUTIVE DIRECTOR AND THE PERFORMANCE REVIEW AND COMPENSATION COMMITTEE; MINIMALLY, THE SALARY RANGES AND JOB DESCRIPTIONS MUST BE RE-EVALUATED EVERY THREE YEARS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. MT SOCIETY OF CPAS LEGACY FOUNDATION PO BOX 138 HELENA MT 59601 272832283 TO PROVIDE SCHOLARSHIPS & OTHER EDUCATION PURPOSES MT 501(C)(3) PUBLIC MONTANA SOCIETY OF CPA'S 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0