Nonprofit · EIN 81-0304749
MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $719,089 | $757,485 | -$38,396 | $676,519 | $227,967 | $448,552 |
| January 31, 2024 | 990 | $719,022 | $756,767 | -$37,745 | $550,576 | $116,734 | $433,842 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $295,184
- Membership dues
- $290,184
- Program service revenue
- $411,568
- Investment income
- $12,337
- Net gain from sales of assets
- -$375
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $231,773
- Salaries, compensation and benefits (total)
- $283,568
- Professional fundraising fees
- $0
- Accounting fees
- $12,200
- Occupancy
- $15,804
- Travel
- $53,004
- Depreciation
- $1,859
- Program services (functional)
- $650,799
- Management and general (functional)
- $106,686
Balance sheet and other
- Total assets, start of year
- $550,576
- Total assets, end of year
- $676,519
- Total liabilities, end of year
- $227,967
- Net assets, end of year
- $448,552
- Land, buildings and equipment
- $3,565
- Net assets without donor restrictions
- $448,552
- Gross receipts
- $719,664
- Employees
- 3
- Volunteers
- 75
- Year formed
- 1913
- 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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLEN LLOYD | EXECUTIVE DIRECTOR Key employee | 40 | $109,231 | $7,803 |
| BRIGITTE BAAKE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CARRIE FAULHABER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CHET MCLEAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIC ROBERTS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MEGAN CONNORS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MELANIE BENGTSON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| REBECCA TURNER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| THERESA GALLO | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| SARA SMITH | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 |
| TIMOTHY KOBER | SECRETARY/TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| ANN DEEGAN | EX-OFFICIO Trustee or director | 5 | $0 | $0 |
990 for the year ended January 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLEN LLOYD | EXECUTIVE DIRECTOR Key employee | 40 | $99,699 | $7,022 |
| CARRIE FAULHABER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CHET MCLEAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIC ROBERTS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LEO PRIGGE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| REBECCA TURNER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| RUSSELL DAVIS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TIMOTHY KOBER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| STEVEN JOHNSON | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| THERESA GALLO | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 |
| SARA SMITH | SECRETARY/TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| MARCA GIULLIAN | EX-OFFICIO Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 317 N CRUSE AVESUITE 202, HELENA, MT 59601-0000
- Principal officer (990 for 2024)
- ALLEN LLOYD, PO BOX 138, HELENA, MT 59624
- Signed the 990
- ALLEN LLOYD, EXECUTIVE DIRECTOR
- Phone
- (406) 442-7301
- Website
- WWW.MONTANA.CPA
- Return prepared by
- NEWLAND AND COMPANY PC
Mission
THE MISSION OF THE MTCPA IS TO INSPIRE, EMPOWER, AND IMPACT MEMBERS TO ACHIEVE PROFESSIONAL EXCELLENCE.
Program accomplishments
- 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.Expenses $318,752 · revenue $340,454
- 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.Expenses $113,249 · revenue $68,707
- 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.Expenses $75,876 · revenue $292
- 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.Expenses $142,922 · revenue $1,740
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 81-0304749
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $676,519
- Income (IRS master file)
- $719,664
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $719,089 | $757,485 | $676,519 | XML |
| 990 | January 2024 | $719,022 | $756,767 | $550,576 | XML |
| 990 | January 2023 | $723,364 | $782,234 | $541,840 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
| 990 | January 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 81-0304749).
Questions about MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 81-0304749.
- Is MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1969.
- Are donations to MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended January 31, 2025 names ALLEN LLOYD.
- Who are the officers and directors of MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended January 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $109,231 (ALLEN LLOYD, EXECUTIVE DIRECTOR).
- How much revenue does MONTANA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $719,089, expenses of $757,485 and total assets of $676,519 at year end.
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