Missouri Society of Certified logo

Missouri Society of Certified

ST LOUIS, MO EIN: 44-0561387 Website

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.6M

+22.4% YoY

Annual Giving

$77K

-15.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$77K

-15.4% YoY

About Missouri Society of Certified

Based on IRS filings

Missouri Society of Certified is a nonprofit organization, based in ST LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.6M in total assets. In 2025, it awarded 1 grants totaling $77K. Net investment income was $137K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ST LOUIS

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$781K$2M$2M$3M20212022202320242025
Metric202520242023
Total Assets$4,609,150$3,764,632$3,904,936
Revenue$2,734,180$2,676,484$2,637,774
Expenses$2,763,151$2,839,433$2,710,232
Qualifying Distributions
Net Investment Income$136,501$90,842$97,237
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$64K$127K$191K$254K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

EDUCATIONAL FOUNDATION O…$77K

Grant Size Distribution

5 grants across all recorded years

<$50K2$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

Open Grants

7 open opportunities from Missouri Society of Certified

Show all 7 →

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

JAMES O'HALLARON CAECHIEF EXECUTIVE OFFICER$386KDENA HULLVP GOVERNMENT AFFAIRS, FOUND…$167KAMANDA KOEHLER CPACHIEF FINANCIAL OFFICER$147KCHRISTY STARKEY CAE …SENIOR DIRECTOR OF MEMBERSHIP$118KANDREW GROW CAEDIR. OF OUTREACH & DEVELOPMENT$112KDAN KOONTZVP MEMBER SERVICES$78K

From 2025 filing

NameTitleHoursCompensation
JENNIFER REYNOLDS-MOEHRLE CPA PHDCHAIR0.5
BRETT LEWIS CPACHAIR-ELECT0.5
JOHN MATHER CPAVICE CHAIR0.5
ADAM WARD CPASECRETARY1
JENNIFER VACHA CPATREASURER1
JEFFREY PARKISON CPA CGMAIMMEDIATE PAST CHAIR0.5
ANDREA BARRY CPADIRECTOR0.5
ERIKA FARRIS CPADIRECTOR0.5
CHARLES HUTCHINS CPADIRECTOR0.5
JAMIE JABOURI CPA CITP CISADIRECTOR0.5
STEVE LENIVY CPADIRECTOR0.5
QUINN MARTIN CPADIRECTOR0.5
ZACHERY MORGAN CPADIRECTOR0.5
TAMMIE SCHAEFER CPA PHDDIRECTOR0.5
BRENT STEVENS CPADIRECTOR0.5
AMANDA TRUSCHINGER CPADIRECTOR0.5
MARK WINIARSKI CPA CGMADIRECTOR0.5
ELLEN ZIMMER CPADIRECTOR0.5
JAMES O'HALLARON CAECHIEF EXECUTIVE OFFICER37$386,462
AMANDA KOEHLER CPACHIEF FINANCIAL OFFICER37$146,535
DENA HULLVP GOVERNMENT AFFAIRS, FOUNDATION & COMMUNICATION37$167,079
DAN KOONTZVP MEMBER SERVICES19$77,675
ANDREW GROW CAEDIR. OF OUTREACH & DEVELOPMENT40$111,756
CHRISTY STARKEY CAE IOMSENIOR DIRECTOR OF MEMBERSHIP38$118,497

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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