MONTANA SOCIETY OF CPAS

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Principal Officer

ALLEN LLOYD

Phone

4064427301

Tax Period

2024-02-01 to 2025-01-31

MONTANA SOCIETY OF CPAS, founded in 1913, is a small nonprofit that reported $719K in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE MTCPA IS TO INSPIRE, EMPOWER, AND IMPACT MEMBERS TO ACHIEVE PROFESSIONAL EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $318,752 Revenue: $340,454

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...

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.

Program 2

Expenses: $113,249 Revenue: $68,707

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...

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.

Program 3

Expenses: $75,876 Revenue: $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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $295,184

Program Service Revenue $411,568

Investment Income $12,337

Other Revenue $0

TOTAL REVENUE $719,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,568

Fundraising Expenses $0

Program Expenses $650,799

Other Expenses $473,917

TOTAL EXPENSES $757,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$719,089	$719,022	+0.0%
Expenses	$757,485	$756,767	+0.0%
Net Income	$-38,396	$-37,745	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$117,034

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIGITTE BAAKE	DIRECTOR	5.00	Director	$0	$0	$0
CARRIE FAULHABER	DIRECTOR	5.00	Director	$0	$0	$0
CHET MCLEAN	DIRECTOR	5.00	Director	$0	$0	$0
ERIC ROBERTS	DIRECTOR	5.00	Director	$0	$0	$0
MEGAN CONNORS	DIRECTOR	5.00	Director	$0	$0	$0
MELANIE BENGTSON	DIRECTOR	5.00	Director	$0	$0	$0
REBECCA TURNER	DIRECTOR	5.00	Director	$0	$0	$0
THERESA GALLO	PRESIDENT	5.00	Officer Director	$0	$0	$0
SARA SMITH	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
TIMOTHY KOBER	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
ANN DEEGAN	EX-OFFICIO	5.00	Director	$0	$0	$0
ALLEN LLOYD	EXECUTIVE DIRECTOR	40.00	Key Emp	$109,231	$7,803	$117,034

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$719,089	$757,485	$676,519	$-38,396
2024	$719,022	$756,767	$550,576	$-37,745
2023	$723,364	$782,234	$541,840	$-58,870
2022	$767,843	$648,675	$584,672	$119,168
2021	$645,692	$565,033	$456,965	$80,659
2020	$719,877	$727,045	$431,256	$-7,168
2019	$835,020	$805,510	$419,437	$29,510