NonprofitsEducational Foundation Of The Mo Soc Of Cert Pub Accts Inc

Educational Foundation Of The Mo Soc Of Cert Pub Accts Inc

SAINT LOUIS, MO

Total revenue

$1.4M

Total expenses

$1.1M

Net assets

$1.1M

Grants received

$552K

4 grants

EIN

237028488

Tax year

2023

Mission

Provide accounting related educational opportunities.

Programs

2 programs

Scholarships: the foundation provides scholarship opportunities for students interested in 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. Scholarship recipients are selected based on an evaluation of their personal and academic experiences and their desire to become a cpa. The foundation provided 39 scholarships during the last fiscal year.

Expenses: $42KGrants: $42K

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.

Expenses: $49K

Financials

FY 2023

Revenue

Contributions & grants$357K
Program service revenue$963K
Investment income$27K
Other revenue$6K
Total revenue$1.4M

Expenses

Grants paid$42K
Salaries & benefits$419K
Fundraising$4K
Other expenses$642K
Total expenses$1.1M
Total assets$1.2M
Net assets$1.1M

People

23 listed

NameRoleCompensation

KATHLEEN MEYER CPA CAE

CHIEF FINANCIAL OFFICER - RET 01/24

Board

$42K

8 hrs/wk

JAMES O'HALLARON CAE

PRESIDENT AND CEO

Board

$36K

4 hrs/wk

AMANDA KOEHLER CPA

CHIEF FINANCIAL OFFICER

Board

$9K

9 hrs/wk

MATTHEW GLENDENING

MEMBER

Board

1 hrs/wk

ANNA HALLORAN CPA

MEMBER

Board

1 hrs/wk

KARA HERSHBERGER CPA CIA CISA CFE

MEMBER

Board

1 hrs/wk

STACEY KADEN CPA

MEMBER

Board

1 hrs/wk

AUDREY KATCHER CPA CISA CITP CGMA

MEMBER

Board

1 hrs/wk

QUINN MARTIN CPA

MEMBER

Board

1 hrs/wk

KIMBERLY CHURCH PHD

CHAIR

Board

1 hrs/wk

JIM MINTERT CPA

MEMBER

Board

1 hrs/wk

STEVEN MOEHRLE CPA PHD CGMA

MEMBER

Board

1 hrs/wk

DEBBIE PIKE CPA

MEMBER

Board

1 hrs/wk

MARK RADETIC CPA CGMA

MEMBER

Board

1 hrs/wk

TAMMIE SCHAEFER CPA PHD

MEMBER

Board

1 hrs/wk

KIM ULRICH CPA

MEMBER

Board

1 hrs/wk

SCOTT MCRUER CPA CGMA

MEMBER

Board

1 hrs/wk

JOHN MATHER CPA

SECRETARY

Board

0.5 hrs/wk

JENNIFER VACHA CPA CGMA

TREASURER

Board

0.5 hrs/wk

DAWN ANDERSON CPA

MEMBER

Board

1 hrs/wk

VAIRAM ARUNACHALAM PHD CMA

MEMBER

Board

1 hrs/wk

DAN KOONTZ

VICE PRESIDENT, LEARNING AND MEMBERSHIP

Staff

$119K

34 hrs/wk

DENA HULL

VP STRATEGY & COMMUNICATIO

Staff

$11K

3 hrs/wk

Independent contractors

LARRY GRAY SEMINARS LLC

TAX COURSE INSTRUCTOR

$110K

Grants received

Showing 4 of 4

FromAmountPurposeYear
$92K
TO PROVIDE EDUCATIONAL OPPORTUNITIES TO ACCOUNTING STUDENTS AND CPAS IN MISSOURI
2023
$254K
TO PROVIDE EDUCATIONAL OPPORTUNITIES TO ACCOUNTING STUDENTS AND CPAS IN MISSOURI
2022
$10K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$196K
TO FUND OPERATIONS
2020

Funded by

$552K from 2 funders · 4 grants · 2020–2023

Missouri Society Of Certified

$542K · 3 grants · 2020–2023

Details

EIN237028488
Subsection03
Ruling date1970-01
Formed1967
Employees0
Volunteers100
EDUCATIONAL FOUNDATION OF THE MO SOC OF CERT PUB ACCTS INC — Mission, Financials & Grants Received | Grantivo