Nonprofit · EIN 23-7028488
EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC
Tax-exempt · SAINT LOUIS, MO 63141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,276,206 | $1,113,829 | $162,377 | $1,418,247 | $96,116 | $1,322,131 |
| June 30, 2024 | 990 | $1,353,098 | $1,102,644 | $250,454 | $1,194,782 | $71,339 | $1,123,443 |
| June 30, 2023 | 990 | $1,737,761 | $1,239,834 | $497,927 | $908,336 | $90,874 | $817,462 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $291,012
- Program service revenue
- $916,602
- Investment income
- $52,982
- Royalties
- $15,610
- Other revenue
- $15,610
Expenses
- Grants and similar amounts paid
- $102,000
- Compensation of officers, directors and key employees
- $36,971
- Other salaries and wages
- $292,496
- Salaries, compensation and benefits (total)
- $391,255
- Professional fundraising fees
- $0
- Accounting fees
- $3,700
- Occupancy
- $54,604
- Depreciation
- $5,231
- Program services (functional)
- $985,946
- Management and general (functional)
- $107,326
- Fundraising (functional)
- $20,557
Balance sheet and other
- Total assets, start of year
- $1,194,782
- Total assets, end of year
- $1,418,247
- Total liabilities, end of year
- $96,116
- Net assets, end of year
- $1,322,131
- Publicly traded securities
- $1,060,259
- Net assets with donor restrictions
- $1,322,131
- Gross receipts
- $1,276,206
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1967
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES O'HALLARON CAE | PRESIDENT AND CEO Officer | 3 | $29,610 | $386,462 | $29,219 |
| DENA HULL | VP GOVERNMENT AFFAIRS, FOUNDATION & COMMUNICATION Highest-paid employee | 3 | $13,062 | $167,079 | $23,211 |
| DAN KOONTZ | VP MEMBER SERVICES Highest-paid employee | 21 | $84,977 | $77,675 | $20,158 |
| AMANDA KOEHLER CPA | CHIEF FINANCIAL OFFICER Officer | 3 | $12,165 | $146,535 | $16,869 |
| KIMBERLY CHURCH PHD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADAM WARD CPA | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JENNIFER VACHA CPA CGMA | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DAWN ANDERSON CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEANNE DEE CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW GLENDENING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NICKOLAS GRAFF CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNA HALLORAN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEREMIAH HATHORN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KARA HERSHBERGER CPA CIA CISA CFE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STACEY KADEN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT MCRUER CPA CGMA | MEMBER Trustee or director | 1 | $0 |
| JIM MINTERT CPA | MEMBER Trustee or director | 1 | $0 |
| DEBBIE PIKE CPA | MEMBER Trustee or director | 1 | $0 |
| TAMMIE SCHAEFER CPA PHD | MEMBER Trustee or director | 1 | $0 |
| KIM ULRICH CPA | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES O'HALLARON CAE | PRESIDENT AND CEO Officer | 4 | $36,005 | $354,364 | $26,376 |
| KATHLEEN MEYER CPA CAE | CHIEF FINANCIAL OFFICER - RET 01/24 Officer | 8 | $41,845 | $176,887 | $33,139 |
| DENA HULL | VP STRATEGY & COMMUNICATIO Highest-paid employee | 3 | $11,304 | $145,748 | $28,140 |
| DAN KOONTZ | VICE PRESIDENT, LEARNING AND MEMBERSHIP Highest-paid employee | 34 | $118,825 | $21,327 | $25,535 |
| AMANDA KOEHLER CPA | CHIEF FINANCIAL OFFICER Officer | 9 | $8,533 | $29,040 | $5,189 |
| KIMBERLY CHURCH PHD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN MATHER CPA | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JENNIFER VACHA CPA CGMA | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DAWN ANDERSON CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VAIRAM ARUNACHALAM PHD CMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW GLENDENING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNA HALLORAN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KARA HERSHBERGER CPA CIA CISA CFE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STACEY KADEN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| AUDREY KATCHER CPA CISA CITP CGMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| QUINN MARTIN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT MCRUER CPA CGMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM MINTERT CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN MOEHRLE CPA PHD CGMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE PIKE CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK RADETIC CPA CGMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TAMMIE SCHAEFER CPA PHD | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIM ULRICH CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES O'HALLARON CAE | PRESIDENT AND CEO Key employee | 9 | $65,428 | $337,438 | $25,542 |
| KATHLEEN MEYER CPA CAE | CHIEF FINANCIAL OFFICER Key employee | 8 | $36,456 | $189,460 | $21,485 |
| DENA HULL | VP STRATEGY & COMMUNICATIONS Highest-paid employee | 1 | $8,832 | $153,378 | $21,172 |
| DAN KOONTZ | SENIOR DIR. OF PROF. DEV. Highest-paid employee | 40 | $145,067 | $2,151 | $9,379 |
| MARK HIGGINS CPA PHD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRETT LEWIS CPA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNIFER VACHA CPA CGMA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAWN ANDERSON CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VAIRAM ARUNACHALAM PHD CMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW GLENDENING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNA HALLORAN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KARA HERSHBERGER CPA CIA CISA CFE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMIE JABOURI CPA CITP CISA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STACEY KADEN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| AUDREY KATCHER CPA CISA CITP CGMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN LENIVY CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| QUINN MARTIN CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN MOEHRLE CPA PHD CGMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE PIKE CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK RADETIC CPA CGMA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TAMMIE SCHAEFER CPA PHD | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BLAKE STEWART CPA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 530 MARYVILLE CENTRE DR STE 210, SAINT LOUIS, MO 63141-5825
- Principal officer (990 for 2024)
- AMANDA KOEHLER CPA, 530 MARYVILLE CENTRE DR 210, ST LOUIS, MO 63141
- Signed the 990
- AMANDA KOEHLER CPA, CHIEF FINANCIAL OFFICER
- Phone
- (314) 997-7966
- Website
- WWW.MOCPA.ORG
- Return prepared by
- KIEFER BONFANTI & CO LLP
Mission
TO PROVIDE EDUCATION RELATING TO THE STUDY AND PRACTICE OF ACCOUNTING THROUGH THE GRANTING OF SCHOLARSHIPS, SPONSORSHIP OF CONFERENCES AND SEMINARS AND THE DISTRIBUTION OF EDUCATIONAL MATERIALS.
Program accomplishments
- CONTINUING PROFESSIONAL EDUCATION (CPE): THE FOUNDATION OFFERS EDUCATIONAL COURSES IN A VARIETY OF FORMATS (INCLUDING IN-PERSON AND SELF-STUDY) TO HELP MEET THE EDUCATIONAL AND LICENSING NEEDS OF THE ACCOUNTING INDUSTRY.Expenses $823,146 · revenue $824,012
- SCHOLARSHIPS: THE FOUNDATION PROVIDES SCHOLARSHIP OPPORTUNITIES FOR STUDENTS PURSUING COLLEGE EDUCATION IN THE FIELD OF ACCOUNTING AT A MISSOURI UNIVERSITY OR COLLEGE. HIGH SCHOOL SENIORS ARE ELIGIBLE FOR $500 SCHOLARSHIPS AND RECIPIENTS OF COLLEGE SCHOLARSHIPS ARE AWARDED $1,000 OR $10,000. SCHOLARSHIP RECIPIENTS ARE SELECTED BASED ON AN EVALUATION OF THEIR PERSONAL AND ACADEMIC EXPERIENCES AND THEIR DESIRE TO BECOME A CPA. THE FOUNDATION PROVIDED 52 SCHOLARSHIPS DURING THE LAST FISCAL YEAR.Expenses $102,000 · grants $102,000
- PROFESSIONAL ETHICS EXAM: ALL CPA EXAM CANDIDATES MUST TAKE AND PASS THE ETHICS EXAMINATION. ETHICS IS AN EXAM WRITTEN AND GRADED BY THE AMERICAN INSTITUTE OF CPAS (AICPA). CPA CANDIDATES MAY TAKE THE ETHICS EXAM AT ANY TIME DURING THE LICENSURE PROCESS. THE FOUNDATION IS AN AUTHORIZED PROVIDER OF THE AICPA ETHICS EXAM. THE FOUNDATION PROVIDED 330 ETHICS EXAMS DURING THE FISCAL YEAR HELPING CANDIDATES COMPLETE A CRUCIAL STEP IN THE CPA LICENSURE PROCESS.Expenses $60,800 · revenue $92,590
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7028488
- 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
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,418,247
- Income (IRS master file)
- $1,276,206
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,276,206 | $1,113,829 | $1,418,247 | XML |
| 990 | June 2024 | $1,353,098 | $1,102,644 | $1,194,782 | IRS |
| 990 | June 2023 | $1,737,761 | $1,239,834 | $908,336 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 23-7028488).
Questions about EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC
- What is the EIN of EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC?
- The employer identification number (EIN) of EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC is 23-7028488.
- Is EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC?
- The 990 for the year ended June 30, 2025 names AMANDA KOEHLER CPA.
- Who are the officers and directors of EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 4 received compensation from the organization, the highest $29,610 (JAMES O'HALLARON CAE, PRESIDENT AND CEO).
- How much revenue does EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,276,206, expenses of $1,113,829 and total assets of $1,418,247 at year end.
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