EIN 81-0304749

Montana Society of Certified Public Accountants (MSCPA)

IRS 501(c) type
501(c)(6)
Num. employees
4
City
Helena
State
Year formed
1913
Most recent tax filings
2023-01-01
NTEE code, primary
Description
Founded in 1913, the Montana Society of CPAs is a professional association with more than 1,600 members throughout the state, nation and world. It is our vision to be the most valued professional resource for our members. MSCPA is a membership organization. To join the Society you must qualify for one of our membership categories and apply to join. The MSCPA Board of Directors reviews all applications and approves who may join the Society. Dues are paid annually and MSCPA operates on a February 1 through January 31 fiscal year.
Also known as...
Montana Society of Cpas
Total revenues
$723,364
2023
Total expenses
$782,234
2023
Total assets
$541,840
2023
Num. employees
4
2023

Program areas at MSCPA

Continuing professional education courses provided to members in order for them to meet mandatory education requirements. The mtcpa offers between 45-50 classes each year to approximately 1,600 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.
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.
Annual meeting of membersmtcpa offers a three day annual meeting that attracts approximately 150 accounting professionals each year. The annual meeting features multiple hours of professional education as well as networking opportunities for Cpas across Montana.
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.

Personnel at MSCPA

NameTitleCompensation
Allen LloydExecutive Director$90,438
Erinn DonnellDirector of Marketing
John IversonGovernment Affairs
Jean RiedenProfessional Development and Membership Director
Marc GiullianPresident / Secretary and Treasurer / Director$0
...and 5 more key personnel

Financials for MSCPA

RevenuesFYE 01/2023
Total grants, contributions, etc.$324,493
Program services$423,746
Investment income and dividends$9,693
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$2,850
Net gain from sale of non-inventory assets$-37,418
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$723,364

Form 990s for MSCPA

Fiscal year endingDate received by IRSFormPDF link
2023-012023-12-14990View PDF
2022-012022-11-08990View PDF
2021-012021-10-28990View PDF
2019-012020-01-29990View PDF
2018-012019-02-21990View PDF
...and 8 more Form 990s
Data update history
February 4, 2024
Posted financials
Added Form 990 for fiscal year 2023
February 4, 2024
Updated personnel
Identified 3 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 20, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 17, 2023
Updated personnel
Identified 6 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacyState / local level
General information
Address
317 N Cruse Ave 202
Helena, MT 59601
County
Lewis and Clark County, MT
Website URL
montana.cpa/ 
Phone
(406) 442-7301
Facebook page
MontanaCPA 
Twitter profile
@mtcpasociety 
IRS details
EIN
81-0304749
Fiscal year end
January
Taxreturn type
Form 990
Year formed
1913
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Central organization
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