Nonprofit · EIN 44-0561387
MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · SAINT LOUIS, MO 63141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,734,180 | $2,763,151 | -$28,971 | $4,609,150 | $2,743,877 | $1,865,273 |
| June 30, 2024 | 990 | $2,676,484 | $2,839,433 | -$162,949 | $3,764,632 | $2,001,005 | $1,763,627 |
| June 30, 2023 | 990 | $2,637,774 | $2,710,232 | -$72,458 | $3,904,936 | $2,162,271 | $1,742,665 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,354,065
- Investment income
- $136,501
- Royalties
- $38,896
- Other revenue
- $243,614
Expenses
- Grants and similar amounts paid
- $77,468
- Compensation of officers, directors and key employees
- $545,583
- Other salaries and wages
- $984,771
- Salaries, compensation and benefits (total)
- $1,749,233
- Professional fundraising fees
- $0
- Legal fees
- $2,805
- Accounting fees
- $14,800
- Occupancy
- $179,808
- Travel
- $13,856
- Depreciation
- $17,033
Balance sheet and other
- Total assets, start of year
- $3,764,632
- Total assets, end of year
- $4,609,150
- Total liabilities, end of year
- $2,743,877
- Net assets, end of year
- $1,865,273
- Land, buildings and equipment
- $318,348
- Publicly traded securities
- $2,770,880
- Net assets without donor restrictions
- $1,865,273
- Gross unrelated business income
- $204,718
- Gross receipts
- $2,734,180
- Employees
- 19
- Volunteers
- 50
- Year formed
- 1909
- 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 | CHIEF EXECUTIVE OFFICER Officer | 37 | $386,462 | $29,610 | $29,219 |
| DENA HULL | VP GOVERNMENT AFFAIRS, FOUNDATION & COMMUNICATION Highest-paid employee | 37 | $167,079 | $13,062 | $23,211 |
| DAN KOONTZ | VP MEMBER SERVICES Highest-paid employee | 19 | $77,675 | $84,977 | $20,158 |
| AMANDA KOEHLER CPA | CHIEF FINANCIAL OFFICER Officer | 37 | $146,535 | $12,165 | $16,869 |
| CHRISTY STARKEY CAE IOM | SENIOR DIRECTOR OF MEMBERSHIP Highest-paid employee | 38 | $118,497 | $5,009 | $17,352 |
| ANDREW GROW CAE | DIR. OF OUTREACH & DEVELOPMENT Highest-paid employee | 40 | $111,756 | $0 | $15,396 |
| JENNIFER REYNOLDS-MOEHRLE CPA PHD | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRETT LEWIS CPA | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JOHN MATHER CPA | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ADAM WARD CPA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNIFER VACHA CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY PARKISON CPA CGMA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ANDREA BARRY CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ERIKA FARRIS CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES HUTCHINS CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE JABOURI CPA CITP CISA | DIRECTOR Trustee or director | 0.5 | $0 |
| STEVE LENIVY CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| QUINN MARTIN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| ZACHERY MORGAN CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| TAMMIE SCHAEFER CPA PHD | DIRECTOR Trustee or director | 0.5 | $0 |
| BRENT STEVENS CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| AMANDA TRUSCHINGER CPA | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK WINIARSKI CPA CGMA | DIRECTOR Trustee or director | 0.5 | $0 |
| ELLEN ZIMMER CPA | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES O'HALLARON CAE | CHIEF EXECUTIVE OFFICER Officer | 36 | $354,364 | $36,005 | $26,376 |
| KATHLEEN MEYER CPA CAE | CHIEF FINANCIAL OFFICER - RET 01/24 Officer | 32 | $176,887 | $41,845 | $33,139 |
| DENA HULL | VICE PRESIDENT STRATEGY & Highest-paid employee | 37 | $145,748 | $11,304 | $28,140 |
| DAN KOONTZ | VICE PRESIDENT, LEARNING AND MEMBERSHIP Highest-paid employee | 6 | $21,327 | $118,825 | $25,535 |
| CHRISTY STARKEY CAE IOM | DIRECTOR OF TECHNOLOGY SERVICES Highest-paid employee | 40 | $116,741 | $0 | $16,741 |
| ANDREW GROW CAE | DIRECTOR OF OUTREACH AND DEVELOPMENT Highest-paid employee | 40 | $106,885 | $0 | $19,854 |
| AMANDA KOEHLER CPA | CHIEF FINANCIAL OFFICER Officer | 31 | $29,040 | $8,533 | $5,189 |
| JEFFREY PARKISON CPA CGMA | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JENNIFER REYNOLDS-MOEHRLE CPA PHD | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRETT LEWIS CPA | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JOHN MATHER CPA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNIFER VACHA CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARKUS AHRENS CPA CGMA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ANDREA BARRY CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KIMBERLY CHURCH PHD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES HUTCHINS CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMIE JABOURI CPA CITP CISA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| STEVE LENIVY CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TAMMIE SCHAEFER CPA PHD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHELLE SCHWERIN CPA JD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| FAN TIELKING CPA CGMA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ADAM WARD CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARK WINIARSKI CPA CGMA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ELLEN ZIMMER CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES O'HALLARON CAE | CHIEF EXECUTIVE OFFICER Key employee | 32 | $337,438 | $65,428 | $25,542 |
| KATHLEEN MEYER CPA CAE | CHIEF FINANCIAL OFFICER Key employee | 35 | $189,460 | $36,456 | $21,485 |
| DENA HULL | VICE PRESIDENT STRATEGY & Highest-paid employee | 37 | $153,378 | $8,832 | $21,172 |
| DAN KOONTZ | SENIOR DIRECTOR OF PROF. D Highest-paid employee | 1 | $2,038 | $135,294 | $19,265 |
| MARKUS AHRENS CPA CGMA | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JEFFREY PARKISON CPA CGMA | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JENNIFER REYNOLDS-MOEHRLE CPA PHD | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRETT LEWIS CPA | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JENNIFER VACHA CPA | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RACHEL DWIGGINS CPA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ANDREA BARRY CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ANDREW BURCZYK CPA CGMA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KIMBERLY CHURCH PHD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RENITA DUNCAN CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| NICKOLAS GRAFF CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DAVID HARTLEY CPA CISA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES HUTCHINS CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMIE JABOURI CPA CITP CISA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN MATHER CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AMANDA SCHULTZ CPA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHELLE SCHWERIN CPA JD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| FAN TIELKING CPA CGMA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ADAM WARD CPA | DIRECTOR Trustee or director | 0.5 | $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 DRIVE STE 210, ST LOUIS, MO 63141
- Signed the 990
- AMANDA KOEHLER CPA, CFO
- Phone
- (314) 997-7966
- Website
- WWW.MOCPA.ORG
- Return prepared by
- KIEFER BONFANTI & CO LLP
Mission
THE MISSOURI SOCIETY OF CPAS LEADS THE CPA PROFESSION IN MISSOURI AND SUPPORTS ITS MEMBERS AND THEIR ORGANIZATIONS, AS WELL AS THE PUBLIC INTEREST, IN A COMPETITIVE AND DYNAMIC BUSINESS ENVIRONMENT.
Program accomplishments
- MOCPA KEEPS MEMBERS INFORMED IN A RAPIDLY CHANGING PROFESSION THROUGH THE UPKEEP OF THE MOCPA.ORG WEBSITE, BI-WEEKLY E-NEWSLETTERS TAILORED TO THE MEMBER'S AREA OF PRACTICE, THE ASSET (A BI-MONTHLY NEWS MAGAZINE PACKED WITH LEADING EDGE INFORMATION AND PROFESSIONAL TRENDS), AND THE FLAGSHIP REPORT (A QUICK READ UPDATE OF THE ECONOMIC NEWS THAT AFFECTS PRACTITIONERS AND THEIR COMPANIES).
- AS A PROFESSIONAL ORGANIZATION WITH MORE THAN 9,000 MEMBERS, MOCPA PROVIDES INFORMATION AND RESOURCES CPAS NEED TO ADVANCE THEIR CAREERS AND ENHANCE THE QUALITY OF SERVICE TO THEIR COMPANIES AND CLIENTS. MEMBERS DEVELOP PROFESSIONAL NETWORKS BY PARTICIPATING IN ACTIVITIES HOSTED BY ONE OF SIX REGIONAL CHAPTERS, INDUSTRY-BASED COMMITTEES, AND DISCUSSION-BASED ROUNTABLES AS WELL AS OTHER EVENTS.
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
- 44-0561387
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,609,150
- Income (IRS master file)
- $2,734,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,734,180 | $2,763,151 | $4,609,150 | XML |
| 990 | June 2024 | $2,676,484 | $2,839,433 | $3,764,632 | IRS |
| 990 | June 2023 | $2,637,774 | $2,710,232 | $3,904,936 | 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 44-0561387).
Questions about MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 44-0561387.
- Is MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1981.
- Are donations to MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended June 30, 2025 names AMANDA KOEHLER CPA.
- Who are the officers and directors of MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended June 30, 2025 lists 24 people; 6 received compensation from the organization, the highest $386,462 (JAMES O'HALLARON CAE, CHIEF EXECUTIVE OFFICER).
- How much revenue does MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,734,180, expenses of $2,763,151 and total assets of $4,609,150 at year end.
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