Missouri Society of Certified Public Accountants
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.
Missouri Society of Certified Public Accountants at a glance
In short: Missouri Society of Certified Public Accountants gave $77K across 1 grant in 2025 (avg $77K), mostly in Missouri. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $77,468
- -15.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $77,468
- -15.4% vs 2024
- Median grant
- $77,468
- Total assets
- $4,609,150
- +22.4% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Missouri Society of Certified Public Accountants
Open Grants
6 open opportunities from Missouri Society of Certified Public Accountants
Outstanding Diversity Advancement Award
Missouri Society of Certified Public Accountants
Amount
Varies
Deadline
Deadline not published
Outstanding Educator Award
Missouri Society of Certified Public Accountants
Amount
Varies
Deadline
Deadline not published
Outstanding Public Service Award
Missouri Society of Certified Public Accountants
Amount
Varies
Deadline
Deadline not published
Who Missouri Society of Certified Public Accountants funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Educational Foundation of the MSCPA ($77K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 5 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Missouri Society of Certified Public Accountants gives
- Giving fell 59% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $77K (2025) to $254K (2023). In 2025 it made 1 grant totaling $77K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Educational Foundation of the MSCPA St. Louis, MO | To provide educational opportunities to accounting students and cpas in Missouri | $77,468 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $4,609,150 | $2,734,180 | $2,763,151 | $77,468 | 1 | $136,501 |
| 2024 | $3,764,632 | $2,676,484 | $2,839,433 | $91,623 | 1 | $90,842 |
| 2023 | $3,904,936 | $2,637,774 | $2,710,232 | $254,230 | 1 | $97,237 |
| 2022 | $3,748,410 | $2,538,249 | $2,503,042 | $187,323 | 1 | $67,574 |
| 2021 | $4,054,816 | $2,631,109 | $2,436,785 | $196,108 | 1 | $35,700 |
About Missouri Society of Certified Public Accountants
Based on IRS filings
Missouri Society of Certified Public Accountants is a public charity focused on Community and economic development, 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 grant totaling $77K. Net investment income was $137K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Missouri Society of Certified Public Accountants is led by James O'Hallaron Cae, Chief Executive Officer on every filing since 2021; 6 of 24 officers listed in 2025 are compensated.
Officers on the 2025 filing
James O'Hallaron Cae
Chief Executive Officer
On filings since 2021
37 hrs/week
$300K (2021) → $386K (2025)
Jennifer Reynolds-Moehrle CPA PhD
Chair
Vice Chair → Chair-Elect, 2024
Chair-Elect → Chair, 2025
On filings since 2021
0.5 hrs/week
No compensation reported
Andrew Grow Cae
Director of Outreach & Development
On filings since 2024
40 hrs/week
$107K (2024) → $112K (2025)
Christy Starkey Cae Iom
Senior Director of Membership
Director of Technology Services → Senior Director of Membership, 2025
On filings since 2024
38 hrs/week
$117K (2024) → $118K (2025)
Mark Winiarski Cpa Cgma
Director
Chair → Immediate Past Chair, 2022
Immediate Past Chair → Director, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
Andrea Barry CPA
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Charles Hutchins CPA
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Jamie Jabouri Cpa Citp Cisa
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Ellen Zimmer CPA
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Steve Lenivy CPA
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Tammie Schaefer CPA PhD
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Amanda Truschinger CPA
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Brent Stevens CPA
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Erika Farris CPA
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Quinn Martin CPA
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Zachery Morgan CPA
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Amanda Koehler CPA
Chief Financial Officer
Director → Chief Financial Officer, 2024
On filings since 2021
37 hrs/week
$29K (2024) → $147K (2025)
Dan Koontz
Vice President Member Services
Senior Director of Prof. D → Vice President, Learning & Membership, 2024
Vice President, Learning & Membership → Vice President Member Services, 2025
On filings since 2021
19 hrs/week
$3K (2021) → $78K (2025)
Dena Hull
Vice President Government Affairs, Foundation & Communications
Vice President Strategy & Communications → Vice President Strategy, 2022
Vice President Strategy → Vice President Government Affairs, Foundation & Communications, 2025
On filings since 2021
37 hrs/week
$137K (2021) → $167K (2025)
Jeffrey Parkison Cpa Cgma
Immediate Past Chair
Chair-Elect → Chair, 2024
Chair → Immediate Past Chair, 2025
On filings since 2021
0.5 hrs/week
No compensation reported
Adam Ward CPA
Secretary
Director → Secretary, 2025
On filings since 2022
1 hr/week
No compensation reported
Brett Lewis CPA
Chair-Elect
Secretary → Vice Chair, 2024
Vice Chair → Chair-Elect, 2025
On filings since 2023
0.5 hrs/week
No compensation reported
Jennifer Vacha CPA
Treasurer
On filings since 2023
1 hr/week
No compensation reported
John Mather CPA
Vice Chair
Director → Secretary, 2024
Secretary → Vice Chair, 2025
On filings since 2023
0.5 hrs/week
No compensation reported
Former officers (17)
- Former: Fan Tielking Cpa Cgma (2021–2024) — Director
- Former: Kathleen Meyer Cpa Cae (2021–2024) — Chief Financial Officer - Ret
- Former: Markus Ahrens Cpa Cgma (2021–2024) — Immediate Past Chair
- Former: Kimberly Church PHD (2022–2024) — Director
- Former: Michelle Schwerin CPA JD (2022–2024) — Director
- Former: Amanda Schultz CPA (2021–2023) — Director
- Former: Andrew Burczyk Cpa Cgma (2021–2023) — Director
- Former: David Hartley Cpa Cisa (2021–2023) — Director
- Former: Nickolas Graff CPA (2021–2023) — Director
- Former: Rachel Dwiggins CPA (2021–2023) — Immediate Past Chair
- Former: Renita Duncan CPA (2021–2023) — Director
- Former: Antonio Strong CPA (2021–2022) — Director
- Former: Dana Jermain CPA (2021–2022) — Director
- Former: Todd Pleimann Cpa Cgma (2021–2022) — Secretary
- Former: Brian Sprick CPA (2021) — Director
- Former: Rodney Kinzinger CPA (2021) — Director
- Former: Thomas Hilton Cpa Cgma (2021) — Immediate Past Chair
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $386K, to James O'Hallaron CAE (Chief Executive Officer). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Missouri Society of Certified Public Accountants
How much does Missouri Society of Certified Public Accountants give each year?
Missouri Society of Certified Public Accountants gave $77K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $92K across 1 grant.
How large is Missouri Society of Certified Public Accountants?
Missouri Society of Certified Public Accountants reported $4.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.7M.
What is Missouri Society of Certified Public Accountants?
Missouri Society of Certified Public Accountants is a public charity focused on Community and economic development, based in St. Louis, MO. It holds $4.6M in total assets as of 2025.
Where does Missouri Society of Certified Public Accountants operate?
Missouri Society of Certified Public Accountants has awarded grants in Missouri.
What is Missouri Society of Certified Public Accountants's EIN?
Missouri Society of Certified Public Accountants's EIN (Employer Identification Number) is 44-0561387. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS January 16, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Missouri Society of Certified Public Accountants's focus areas in our free grants database
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