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IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC.

Company Details

Name: IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC.
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 01 Jul 1966 (59 years ago)
Financial Date End: 31 Jul 2025
Entity Number: 125241
Place of Formation: IDAHO
File Number: 125241
ZIP code: 83702
County: Ada County
Mailing Address: TRACY POE STE 202 1649 W SHORELINE DR BOISE, ID 83702-6701

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IDAHO SOCIETY OF CPAS 401(K) PLAN 2023 826004952 2024-08-13 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2024-08-13
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2022 826004952 2023-10-04 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2023-10-04
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2021 826004952 2022-10-10 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2022-10-10
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2020 826004952 2021-10-04 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2021-10-04
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2019 826004952 2020-07-16 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2020-07-16
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LAURA L LANTZ Agent 1649 W SHORELINE DR STE 202, BOISE, ID 83702

Director

Name Role Address Appointed On Resigned On
CANDACE M BOESIGER Director 315 FALLS AVE, TWIN FALLS, ID 83301 2022-06-23 No data
MICHAEL H BECK Director 416 S MAIN ST, HAILEY, ID 83333 2021-06-14 2022-06-23
HEIDI SHELTON Director 100 S LEADVILLE AVE, KETCHUM, ID 83340-0989 2024-06-21 No data
KRISTEN ZUBIZARRETA Director 1505 MADRONA ST, TWIN FALLS, ID 83301 2024-06-21 No data
NATHAN STRONG Director 315 S ALMON, MOSCOW, ID 83843 2024-06-21 No data
SCOTT TAYLOR Director 216 JOHNSON AVE, OROFINO, ID 83544 2024-06-21 No data
BENJAMIN R BIRD Director 599 S RIVERSHORE LANE, EAGLE, ID 83616 2024-06-21 No data
JOSEPH J OTTOY Director 205 N 10TH ST, BOISE, ID 83702-5798 2024-06-21 No data
CODY B BIRCH Director 967 E PARKCENTER BLVD, BOISE, ID 83706 2024-06-21 No data

Secretary

Name Role Address Appointed On
LAURA L LANTZ Secretary 1649 W SHORELINE DR, BOISE, ID 83702 2024-06-21

Treasurer

Name Role Address Appointed On
CHRISTINE NIMS Treasurer 1555 SHORELINE DRIVE, BOISE, ID 83707 2024-06-21

Vice President

Name Role Address Appointed On
ERIC STORY Vice President 1000 RIVERWALD DR, IDAHO FALLS, ID 83405-133 2024-06-21

President

Name Role Address Appointed On
JACOB ZWYGART President 950 W BANNOCK ST, BOISE, ID 83702 2024-06-21

Filing

Filing Name Filing Number Filing date
Annual Report 0005786212 2024-06-21
Annual Report 0005271385 2023-06-07
Annual Report 0004790548 2022-06-23
Annual Report 0004314949 2021-06-14
Annual Report 0003914277 2020-06-23
Annual Report 0003564224 2019-07-12
Statement of Change of Business Mailing Address 0001399640 2018-07-10
Annual Report 0001399639 2018-06-28
Change of Registered Office/Agent/Both (by Entity) 0001399638 2017-07-18
Annual Report 0001399637 2017-07-12

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
82-6004952 Association Unconditional Exemption 1649 W SHORELINE DR STE 202, BOISE, ID, 83702-6701 1966-06
In Care of Name -
Group Exemption Number 0000
Subsection Board of Trade, Business League, Chamber of Commerce, Real Estate Board
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 1028444
Income Amount 940036
Form 990 Revenue Amount 922724
National Taxonomy of Exempt Entities -
Sort Name -

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 82-6004952
Tax Period 202212
Filing Type E
Return Type 990O
File View File
Organization Name IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 82-6004952
Tax Period 202112
Filing Type E
Return Type 990O
File View File
Organization Name IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 82-6004952
Tax Period 201912
Filing Type E
Return Type 990O
File View File
Organization Name IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 82-6004952
Tax Period 201812
Filing Type E
Return Type 990O
File View File
Organization Name IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 82-6004952
Tax Period 201712
Filing Type E
Return Type 990O
File View File
Organization Name IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 82-6004952
Tax Period 201612
Filing Type E
Return Type 990O
File View File
Organization Name IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 82-6004952
Tax Period 201512
Filing Type E
Return Type 990O
File View File

Date of last update: 31 Mar 2025

Sources: Idaho Secretary of State