Civic Intelligence

Educational Foundation of the Mscpa

EIN 23-7028488 • 501(c)3 • St Louis, MO

Profile

The objective of the educational foundation of the missouri society of certifed public accountants is 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.

530 Maryville Centre Dr 210St Louis, MO 63141

www.mocpa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.08x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$445,291

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-5.7%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,418,247

Up $223,465 (+19%) from 2024

Liabilities

Up

$96,116

Up $24,777 (+35%) from 2024

Net Assets

Up

$1,322,131

Up $198,688 (+18%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin64th percentile

Revenue

Down

$1,276,206

Down $76,892 (-5.7%) from 2024

Expenses

Up

$1,113,829

Up $11,185 (+1.0%) from 2024

Net Income

Down

$162,377

Down $88,077 (-35%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $356,914Liabilities 2012: $219,618Net Assets 2012: $137,2962012Assets 2013: $288,959Liabilities 2013: $189,951Net Assets 2013: $99,0082013Assets 2014: $277,648Liabilities 2014: $198,652Net Assets 2014: $78,9962014Assets 2015: $386,265Liabilities 2015: $286,177Net Assets 2015: $100,0882015Assets 2016: $388,745Liabilities 2016: $138,132Net Assets 2016: $250,6132016Assets 2017: $383,561Liabilities 2017: $135,473Net Assets 2017: $248,0882017Assets 2018: $307,288Liabilities 2018: $105,101Net Assets 2018: $202,1872018Assets 2019: $181,846Liabilities 2019: $66,431Net Assets 2019: $115,4152019Assets 2020: $256,065Liabilities 2020: $212,078Net Assets 2020: $43,9872020Assets 2021: $194,075Liabilities 2021: $78,021Net Assets 2021: $116,0542021Assets 2022: $355,307Liabilities 2022: $62,016Net Assets 2022: $293,2912022Assets 2023: $908,336Liabilities 2023: $90,874Net Assets 2023: $817,4622023Assets 2024: $1,194,782Liabilities 2024: $71,339Net Assets 2024: $1,123,4432024Assets 2025: $1,418,247Liabilities 2025: $96,116Net Assets 2025: $1,322,1312025

Highlighted filing

2025

Assets$1,418,247
Liabilities$96,116
Net Assets$1,322,131
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $1,803,3712012Expenses 2013: $1,658,5592013Revenue 2014: $1,658,944Expenses 2014: $1,678,956Net Income 2014: -$20,0122014Revenue 2015: $1,892,777Expenses 2015: $1,871,685Net Income 2015: $21,0922015Revenue 2016: $1,890,729Expenses 2016: $1,740,204Net Income 2016: $150,5252016Revenue 2017: $1,617,731Expenses 2017: $1,620,256Net Income 2017: -$2,5252017Revenue 2018: $1,605,614Expenses 2018: $1,651,515Net Income 2018: -$45,9012018Revenue 2019: $1,557,941Expenses 2019: $1,644,713Net Income 2019: -$86,7722019Revenue 2020: $1,428,731Expenses 2020: $1,500,159Net Income 2020: -$71,4282020Revenue 2021: $1,303,089Expenses 2021: $1,231,022Net Income 2021: $72,0672021Revenue 2022: $1,392,196Expenses 2022: $1,177,744Net Income 2022: $214,4522022Revenue 2023: $1,737,761Expenses 2023: $1,239,834Net Income 2023: $497,9272023Revenue 2024: $1,353,098Expenses 2024: $1,102,644Net Income 2024: $250,4542024Revenue 2025: $1,276,206Expenses 2025: $1,113,829Net Income 2025: $162,3772025

Highlighted filing

2025

Revenue$1,276,206
Expenses$1,113,829
Net Income$162,377
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,418,247
Liabilities
$96,116
Net assets
$1,322,131
Revenue
$1,276,206
Expenses
$1,113,829
Net income
$162,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.10$1.32$1.28$1.11$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.07$1.12$1.35$1.10$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.09$0.82$1.74$1.24$0.50
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.06$0.29$1.39$1.18$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.08$0.12$1.30$1.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.21$0.04$1.43$1.50$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.07$0.12$1.56$1.64$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.11$0.20$1.61$1.65$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.14$0.25$1.62$1.62$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.14$0.25$1.89$1.74$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.29$0.10$1.89$1.87$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.20$0.08$1.66$1.68$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.19$0.10$1.66
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.22$0.14$1.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 16, 2026
Return Version
2024v5.5
Gross Receipts
$1,276,206
Mission and Program Overview

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.

Provide accounting related educational opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$716,311$1,060,259▲ $343,948
Pledges and Grants Receivable$204,087$201,831▼ $2,256
Cash and Non-Interest-Bearing Accounts$206,462$59,469▼ $146,993
Prepaid Expenses and Deferred Charges$16,617$35,061▲ $18,444
Accounts Receivable$2,752$6,408▲ $3,656
Total Assets$1,194,782$1,418,247▲ $223,465
Other Assets Total$48,553$55,219▲ $6,666
Liabilities
Accounts Payable and Accrued Expenses$51,785$62,330▲ $10,545
Deferred Revenue$19,554$33,786▲ $14,232
Total Liabilities$71,339$96,116▲ $24,777
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,123,443$1,322,131▲ $198,688
Total Net Assets Fund Balance$1,123,443$1,322,131▲ $198,688
Total Liabilities and Net Assets / Fund Balance$1,194,782$1,418,247▲ $223,465

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,018,761$102,762▲ $94,799-$1,186,322
2023$804,801$161,205▲ $82,755-$1,018,761
2022$287,630$476,645▲ $40,526-$804,801
2021$101,893$220,456▼ $34,719-$287,630
2020-$101,893--$101,893
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dena HullVP Government Affairs, Foundation & Communication-$13,062$190,290$203,352
Dan KoontzVP Member ServicesPT$84,977$10,519$95,496
JAMES O'HALLARON CAEPresident and CEO-$29,610$2,117$31,727
Dena HullVP Government Affairs, Foundation &-$13,062$1,675$14,737
Amanda Koehler CPAChief Financial Officer-$12,165$1,274$13,439

Board Members and Trustees

NameTitle
Kimberly Church PhdChair
Anna Halloran CPAMember
Dawn Anderson CPAMember
Debbie Pike CPAMember
Jeanne Dee CPAMember
Jeremiah Hathorn CPAMember
Jim Mintert CPAMember
Kara Hershberger CPA Cia Cisa CfeMember
Kim Ulrich CPAMember
Matthew GlendeningMember
Nickolas Graff CPAMember
Scott Mcruer CPA CgmaMember
Stacey Kaden CPAMember
Tammie Schaefer CPA PhdMember
Adam Ward CPASecretary
Jennifer Vacha CPA CgmaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$291,012
Program Service Revenue
$916,602
Investment Income
$52,982
Other Revenue
$15,610
All Other Contributions
$213,544
Change in Net Assets
$162,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$620,574
Salaries, Compensation, and Employee Benefits$391,255
Grants and Similar Amounts Paid$102,000
Total Fundraising Expense$20,557
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$227,213$48,660$16,623$292,496
Grants to Domestic Individuals$102,000--$102,000
Other Expenses$60,800--$60,800
Occupancy$41,670$12,934-$54,604
Office Expenses$31,036$6,723$808$38,567
Current Officers, Directors, Trustees, and Key Employees$22,798$14,173-$36,971
Information Technology$30,004$4,598-$34,602
Other Employee Benefits$22,215$3,681$971$26,867
Payroll Taxes$17,106$4,595$1,040$22,741
Pension Plan Contributions$6,897$4,168$1,115$12,180
Fees for Services Other$5,580$1,733-$7,313
Depreciation Depletion$3,992$1,239-$5,231
Insurance$3,616$1,122-$4,738
Fees for Services Accounting-$3,700-$3,700
Total Functional Expenses$985,946$107,326$20,557$1,113,829
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The chief executive officer has a family relationship with the vice president, member services.”

Form 990, Part VI, Section A, Line 6

“The members of the corporation (the "members") shall be the current members of the executive committee of the board of directors (the "executive committee") of the missouri society of certified public accountants ("mocpa")”

Form 990, Part VI, Section A, Line 7A

“The board of directors are elected by a majority of the members of the foundation.”

Form 990, Part VI, Section A, Line 7B

“Matters which must be approved by a vote of the members are as follows: a) the election of the board of directors and the officers in the manner set forth herein; b) a transaction with the corporation in which a director has a material interest; c) the indemnification of any person pursuant to these bylaws; d) an amendment to the corporation's articles of incorporation or bylaws; e) a merger involving the corporation; f) the approval of the annual budget of the corporation; g) a disposition of all or substantially all of the corporation's property other then in the ordinary course of its activities; h) adoption or change to the fiscal year of the corporation; i) adoption of policies of the corporation; and j) a dissolution of the corporation.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the ceo and cfo and provided to the mocpa executive committee prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board members must sign a conflict of interest form annually and sumbit to the educational foundation of the mscpa for review.”

Form 990, Part VI, Section B, Line 15

“Compensation of officers is determined by the compensation committee of the board of directors of the missouri society of cpas (ein 44-0561387), and is allocated to the educational foundation in proportion to the work done by the officers.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Educational Foundation of the Mscpa
EIN
23-7028488
Phone
3149977966
Address
530 MARYVILLE CENTRE DR 210, ST LOUIS, MO 63141

Signing Officer

Name
Amanda Koehler CPA
Title
Chief Financial Officer
Phone
3149977966
Signed
2026-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Koehler CPA
Formed
1967
Legal Domicile
Mo
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
100

Preparer

Firm
Kiefer Bonfanti & Co Llp
Address
701 EMERSON ROAD, ST LOUIS, MO 63141
Preparer
Mary a Greencpa
Phone
3148121100
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The organization utilizes an audit committee. This has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The investment earnings will be used to provide funding for the granting of scholarships to high school students planning to major in accounting or to college students majoring in accounting at accredited institutions of higher education located in missouri.”

PART X, LINE 2:

“The foundation is exempt from federal income taxes on related income under section 501(a) of the internal revenue code (irc) of 1986, as amended, as an organization described in irc section 501(c)(3). Further, the foundation has been classified as an organization that is not a private foundation under irc section 509(a) and, as such, contributions to the foundation qualify for deduction as charitable contributions. However, income generated from activities unrelated to the foundation's exempt purpose is subject to tax under irc section 511. The foundation did not have unrelated business income tax liability for the years ended june 30, 2025 and 2024. The foundation believes that it has taken no significant uncertain tax positions.”

Raw XML AppendixShowing 400 of 674 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0PROVIDE ACCOUNTING RELATED EDUCATIONAL OPPORTUNITIES.
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IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum03149977966
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0530 MARYVILLE CENTRE DR SUITE 210
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IRS990/Desc0CONTINUING 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER VACHA CPA CGMA
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IRS990/Form990PartVIISectionAGrp/PersonNm4JEANNE DEE CPA
IRS990/Form990PartVIISectionAGrp/PersonNm5MATTHEW GLENDENING
IRS990/Form990PartVIISectionAGrp/PersonNm6NICKOLAS GRAFF CPA
IRS990/Form990PartVIISectionAGrp/PersonNm7ANNA HALLORAN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8JEREMIAH HATHORN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9KARA HERSHBERGER CPA CIA CISA CFE
IRS990/Form990PartVIISectionAGrp/PersonNm10STACEY KADEN CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT MCRUER CPA CGMA
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM MINTERT CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13DEBBIE PIKE CPA
IRS990/Form990PartVIISectionAGrp/PersonNm14TAMMIE SCHAEFER CPA PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15KIM ULRICH CPA
IRS990/Form990PartVIISectionAGrp/PersonNm16AMANDA KOEHLER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES O'HALLARON CAE
IRS990/Form990PartVIISectionAGrp/PersonNm18DENA HULL
IRS990/Form990PartVIISectionAGrp/PersonNm19DAN KOONTZ
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1729610
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP GOVERNMENT AFFAIRS, FOUNDATION & COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP MEMBER SERVICES
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0CONTINUING PROFESSIONAL
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL ETHICS EXA
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IRS990/OtherExpensesGrp/TotalAmt160800
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IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS: 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0102000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0102000
IRS990/ProgSrvcAccomActy3Grp/Desc0PROFESSIONAL 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.
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0162377
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0407779
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