AUMdb

Montana Society Of Certified Public Accountants

EIN 810304749 · 501(c)(6) · Public charity · Helena, MT · recognized 1969

Assets
$677K
Revenue
$719K
Expenses
$757K
Investment income
$12.3K

Form 990 fiscal year ended 01/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Allen Lloyd Executive director $109,231 $7,803
Brigitte Baake Director $0 $0
Carrie Faulhaber Director $0 $0
Chet Mclean Director $0 $0
Eric Roberts Director $0 $0
Megan Connors Director $0 $0
Melanie Bengtson Director $0 $0
Rebecca Turner Director $0 $0
Theresa Gallo President $0 $0
Sara Smith President-elect $0 $0
Timothy Kober Secretary/treasurer $0 $0
Ann Deegan Ex-officio $0 $0