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Nonprofit · EIN 27-2832283

MONTANA SOCIETY OF CPAS LEGACY FOUNDATION

Tax-exempt · HELENA, MT 59601

Address and contacts

Address (IRS master file)
1534 9TH AVE, HELENA, MT 59601-3900
Mailing address (990-N for 2025)
1534 9TH AVE, HELENA MT 59624
Principal officer (990-N for 2025)
LLOYD ALLEN, 1534 9TH AVE, HELENA MT 59624

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-N on file
2024January 31, 2025June 16, 2025990-N on file
2023January 31, 2024June 17, 2024990-N on file

File the 2026 990-N for MONTANA SOCIETY OF CPAS LEGACY FOUNDATION

Due June 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
27-2832283
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2011
Accounting year ends
January
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B82)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: LLOYD ALLEN
January 31, 2026≤ $50,000 receipts––e-Postcard
990-N for 2024
Officer: LLOYD ALLEN
January 31, 2025≤ $50,000 receipts––e-Postcard
990-N for 2023
Officer: LLOYD ALLEN
January 31, 2024≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: LLOYD ALLEN
January 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: LLOYD ALLEN
January 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: LLOYD ALLEN
January 31, 2020≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2832283).

Questions about MONTANA SOCIETY OF CPAS LEGACY FOUNDATION

What is the EIN of MONTANA SOCIETY OF CPAS LEGACY FOUNDATION?
The employer identification number (EIN) of MONTANA SOCIETY OF CPAS LEGACY FOUNDATION is 27-2832283.
Is MONTANA SOCIETY OF CPAS LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to MONTANA SOCIETY OF CPAS LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTANA SOCIETY OF CPAS LEGACY FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MONTANA SOCIETY OF CPAS LEGACY FOUNDATION due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTANA SOCIETY OF CPAS LEGACY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended January 31, 2026.
Who is the principal officer of MONTANA SOCIETY OF CPAS LEGACY FOUNDATION?
The 990-N for 2025 names LLOYD ALLEN.

Other nonprofits in HELENA

All nonprofits in HELENA · Montana · Education