Montana Society of Certified Public Accountants
Public records raise at least one point you should look into before giving.
What it says it does
THE MISSION OF THE MTCPA IS TO INSPIRE, EMPOWER, AND IMPACT MEMBERS TO ACHIEVE PROFESSIONAL EXCELLENCE.
- Income
- $719,089
- Spending
- $757,485
- Employees
- 3
- Volunteers
- 75
- Highest pay
- $117,034, executive director
Source: Form 990 for the year ending January 31, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending January 31, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending January 31, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $318,752 spent. 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.
- $113,249 spent. 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.
- $75,876 spent. 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.
- $142,922 spent. 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.
Source: Form 990 for the year ending January 31, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending January 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since November 1969.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.