Educational Foundation Of The Mo Soc Of Cert Pub Accts Inc
- Assets
- $355.3k
- Revenue
- $1.4m
- Investments
- $0.0
- Employees
- 0
- Location
- St Louis, MO
- Founding
- 01/1970
- Data as of
- 06/2022
- EIN
- 23-7028488
Organization Overview
Educational Foundation Of The Mo Soc Of Cert Pub Accts Inc is located in St Louis, MO. The organization was established in 1970. According to its NTEE Classification (S19) the organization is classified as: Support N.E.C., under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Educational Foundation Of The MO Soc Of Cert Pub Accts Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Educational Foundation Of The MO Soc Of Cert Pub Accts Inc generated $1.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.3%) each year. All expenses for the organization totaled $1.2m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (5.4%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTINUING PROFESSIONAL EDUCATION INCLUDING LIVE AND SELF-STUDY OFFERINGS.
PROVIDING SCHOLARSHIPS TO QUALIFYING INDIVIDUALS BASED UPON LEADERSHIP POTENTIAL AND SCHOLASTIC ACHIEVEMENT AND OTHER EXPENSES RELATED TO THE EDUCATION FOUNDATION'S MISSION.
PROFESSIONAL ETHICS EXAM
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dan Koontz Senior Director Of Prof. D | 40 | $133,696 | |
James O'hallaron Cae President And CEO | Officer | 9 | $52,766 |
Kathleen Meyer CPA Cae Chief Financial Officer | Officer | 8 | $42,820 |
Dena Hull Vice President Strategy & | 1 | $12,320 | |
Jennifer Reynolds-Moehrle CPA PHD Treasurer | OfficerTrustee | 1 | $0 |
George Krull CPA Cgma PHD Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $187,323 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $220,456 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $407,779 |
| Total Program Service Revenue | $954,644 |
| Investment income | $2,496 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $7,583 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,392,196 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $26,500 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $255,329 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $162,549 |
| Pension plan accruals and contributions | $10,371 |
| Other employee benefits | $22,391 |
| Payroll taxes | $27,702 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,967 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $8,473 |
| Advertising and promotion | $0 |
| Office expenses | $7,207 |
| Information technology | $23,865 |
| Royalties | $0 |
| Occupancy | $81,929 |
| Travel | $156 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,331 |
| Insurance | $4,421 |
| All other expenses | $998 |
| Total functional expenses | $1,177,744 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $103,980 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $60,494 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,896 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $185,851 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $86 |
| Total assets | $355,307 |
| Accounts payable and accrued expenses | $49,297 |
| Grants payable | $0 |
| Deferred revenue | $12,719 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $62,016 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $293,291 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $355,307 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Educational Foundation Of The Mo Soc Of Cert Pub Accts Inc has recieved totaling $3,500.
| Awarding Organization | Amount |
|---|---|
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: PROGRAM/OPERATING SUPPORT | $3,500 |
Endowment Analysis
| Beg. Balance | $101,893 |
| Earnings | -$34,719 |
| Net Contributions | $220,456 |
| Ending Balance | $287,630 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Grow Greene County Gaming Corporation Jefferson, IA | $1,604,724 | $1,910,330 |
Bentonville-Bella Vista Chamber Of Commerce Foundation Inc Bentonville, AR | $1,255,174 | $267,631 |
Educational Foundation Of The Mo Soc Of Cert Pub Accts Inc St Louis, MO | $355,307 | $1,392,196 |
Illinois Coalition For Community Services Springfield, IL | $268,054 | $992,624 |
Harlem Lake Marion Corp D B A Downtown Oak Park Oak Park, IL | $288,732 | $750,935 |
Friends Of Dugas Community Park Inc Scottsville, KY | $5,738,305 | $521,676 |
Education Foundation Of The Ccim Institute Chicago, IL | $7,507,081 | $827,056 |
Schilke-Novak Kids Sports Trust Fremont, NE | $6,451,087 | $1,501,871 |
Central Appalachian Rural Investment Corporation London, KY | $174,968 | $303,826 |
Crsi Education And Research Foundation Schaumburg, IL | $3,622,028 | $306,204 |
Friends Of Barringtons White House Nfp Barrington, IL | $1,958,437 | $548,953 |
National Auctioneers Association Foundation Overland Park, KS | $2,562,741 | $398,754 |