Montana Society Of Cpas

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 810304749 ✦ Helena, MT ✦ Designated as a 501(c)(6)

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Overview

What is Montana Society Of Cpas?

The Montana Society of CPAs is a nonprofit organization situated in Helena, Montana, specifically at 317 N Cruse Ave 202. Its primary mission is to inspire, empower, and impact its members, aiming for professional excellence. To achieve this, they provide Continuing Professional Education (CPE) courses annually, catering to around 1,600 individuals. These courses help CPAs fulfill their mandatory education requirements, enhancing their professional knowledge. Moreover, the Montana Society of CPAs offers between 45-50 classes, keeping members updated on regulatory and tax changes in the ever-evolving accounting profession. This commitment to continuing education ultimately brings more value to the people relying on their expertise.


Official website here: www.montana.cpa

Is Montana Society Of Cpas legitimate?

Montana Society Of Cpas is a legitimate nonprofit organization registered as a 501(c)(6) entity. Montana Society Of Cpas submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $232,606

For more financial information, click here


Official website here: www.montana.cpa

What is the mission statement of Montana Society Of Cpas?

The Montana Society of CPAs has a mission to inspire, empower, and impact its members, aiming to help them achieve professional excellence. This is accomplished through providing continuing professional education courses. These courses, offered annually to around 1,600 individuals, assist members in fulfilling their mandatory education requirements. The educational programs enhance their professional knowledge, encouraging CPAs to become more successful. Furthermore, these classes and conferences keep them updated on the regulatory and tax changes that occur each year, thereby bringing more value to those relying on their expertise.


Official website here: www.montana.cpa

Who is the CEO of Montana Society Of Cpas?

Allen Lloyd is the Director of Montana Society Of Cpas.


Official website here: www.montana.cpa

What is the revenue of Montana Society Of Cpas?

Montana Society Of Cpas's revenue in 2023 was $723,364.


Official website here: www.montana.cpa

Who are the executives of Montana Society Of Cpas and what are their salaries?

The average compensation at Montana Society Of Cpas during 2023 was $58,152. There are 4 employees and 100 volunteers at Montana Society Of Cpas.


Here are 12 key members and their salaries:


Chet Mclean (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Roberts (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leo Prigge (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rebecca Turner (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Russell Davis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sara Smith (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Timothy Kober (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marc Giullian (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Johnson (President-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Theresa Gallo (Secretary/Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Vuckovich (Ex-Officio)
  • Compensation: $0
  • Related: $0
  • Other: $0
Allen Lloyd (Executive Director)
  • Compensation: $90,438
  • Related: $0
  • Other: $7,235


Official website here: www.montana.cpa

Where can I find the form 990 for Montana Society Of Cpas?

Montana Society Of Cpas's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.montana.cpa

Learn more at the official website: www.montana.cpa

Mission Statement of Montana Society Of Cpas

The Montana Society of CPAs, as an organization, is dedicated to inspiring, empowering, and impacting its members to achieve professional excellence. The mission of this professional association is to provide continuing education courses that help its members meet their mandatory education requirements. Each year, the Montana Society of CPAs offers between 45-50 classes to approximately 1,600 individuals. These classes and conferences are essential for fulfilling mandatory continuing education requirements and enhancing professional knowledge. By attending these educational sessions, CPAs become more successful and are better equipped to adapt to the ever-changing world of accounting. The Montana Society of CPAs ensures that its members stay updated on regulatory and tax changes, thereby providing more value to the people relying on their expertise.

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Impact




October, 2024

The Montana Society of CPAs significantly influences the professional landscape for accountants in the state by providing essential continuing professional education. By offering 45-50 classes each year to approximately 1,600 accounting professionals, the organization ensures that its members meet mandatory education requirements while enhancing their professional knowledge.

These educational opportunities are crucial in helping CPAs stay updated with the ever-evolving regulatory and tax changes, ultimately allowing them to provide greater value to their clients. This commitment to ongoing learning not only boosts the success of individual members but also strengthens the overall professionalism and excellence within the accounting community in Montana. The Society's impact extends beyond just education; it fosters a culture of continuous improvement, further enriching the profession and contributing to community development.




This information is meant to be a general summary of Montana Society Of Cpas. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$723,364 (2023)
Expenses
$782,234 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: -$27,725
  • Program Service Revenue: $423,746
  • Gross Receipts: $760,782

Assets and Liabilities:

  • Total Assets: $541,840
  • Total Liabilities: $101,488
  • Net Assets: $440,352

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

CONTINUING EDUCATION

Revenue

$366,697

ANNUAL MEETING

Revenue

$31,625

MISCELLANEOUS INCOME

Revenue

$13,399

MONTANA CONNECTION INC

Revenue

$12,025

Organization Details

Founding Year

1913

Principal Officer

Allen Lloyd

Main Address

317 N CRUSE AVE 202, HELENA, MT, 59601

NTEE Category

Code: S41 - Community improvement

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