Montana

Please refer to your local statutes for the most up-to-date requirements.

Articles of incorporation

Business entity search
 
https://www.mtsosfilings.gov/mtsos-master/service/create.html?service=registerItemSearch
Form (e-file)
 
Link: https://app.mt.gov/epass/Authn/selectIDP.html
Additional info
 
Fee: $20
Processing: 5 business days (estimate)
Signatures: Original signature required

Corporate annual report

Notes
 
Nonprofit corporations are required to file an annual report. Failure to file an annual report will result in being dissolved by the state.
Business entity search
 
https://www.mtsosfilings.gov/mtsos-master/service/create.html?service=registerItemSearch
Form (e-file)
 
Link: https://biz.sosmt.gov/
Due: Annually, by April 15
Fee: $20.00

Charity registration

 

Income/franchise tax exemption

Notes
 
To obtain exemption from Montana corporate income tax, you must submit Form EXPT below.
Initial form
 
Link: Form EXPT
https://revenue.mt.gov/Portals/9/forms/taxexempt_entities/EXPT.pdf
Due: n/a
Fee: None, to the best of our knowledge
Required attachments:

  • Proof of 501(c)(3) status
  • Articles of Incorporation
  • Bylaws
  • Your latest financial statement
  • Affidavit showing:
    • The character of the organization
    • The purposes for which it was organized
    • The organization's activities
    • The sources and dispositions of income
    • Whether any income may inure to the benefit of any private shareholder or individual
  • Thoroughly check form instructions for any additional required documents

Sales tax exemption

 

Tax department

Raffle (games of chance)

Filing information
 
Link: https://media.dojmt.gov/wp-content/uploads/Nonprofit-Fundraising-1017-1.pdf
Due: Before event
Fee: None, to the best of our knowledge