MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 440561387) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1909

Legal Domicile

Principal Officer

AMANDA KOEHLER CPA

Phone

3149977966

Tax Period

2024-07-01 to 2025-06-30

MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1909, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024.

Mission

TO PROMOTE AND MAINTAIN HIGH PROFESSIONAL STANDARDS FOR ALL MEMBERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,354,065

Investment Income $136,501

Other Revenue $243,614

TOTAL REVENUE $2,734,180

Expense Breakdown

Grants Paid $77,468

Salaries & Benefits $1,749,233

Fundraising Expenses $0

Other Expenses $936,450

TOTAL EXPENSES $2,763,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,734,180	$2,676,484	+0.0%
Expenses	$2,763,151	$2,839,433	0.0%
Net Income	$-28,971	$-162,949	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$620,860

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER REYNOLDS-MOEHRLE CPA PHD	CHAIR	0.50	Officer Director	$0	$0	$0
BRETT LEWIS CPA	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
JOHN MATHER CPA	VICE CHAIR	0.50	Officer Director	$0	$0	$0
ADAM WARD CPA	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER VACHA CPA	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY PARKISON CPA CGMA	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
ANDREA BARRY CPA	DIRECTOR	0.50	Director	$0	$0	$0
ERIKA FARRIS CPA	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES HUTCHINS CPA	DIRECTOR	0.50	Director	$0	$0	$0
JAMIE JABOURI CPA CITP CISA	DIRECTOR	0.50	Director	$0	$0	$0
STEVE LENIVY CPA	DIRECTOR	0.50	Director	$0	$0	$0
QUINN MARTIN CPA	DIRECTOR	0.50	Director	$0	$0	$0
ZACHERY MORGAN CPA	DIRECTOR	0.50	Director	$0	$0	$0
TAMMIE SCHAEFER CPA PHD	DIRECTOR	0.50	Director	$0	$0	$0
BRENT STEVENS CPA	DIRECTOR	0.50	Director	$0	$0	$0
AMANDA TRUSCHINGER CPA	DIRECTOR	0.50	Director	$0	$0	$0
MARK WINIARSKI CPA CGMA	DIRECTOR	0.50	Director	$0	$0	$0
ELLEN ZIMMER CPA	DIRECTOR	0.50	Director	$0	$0	$0
JAMES O'HALLARON CAE	CHIEF EXECUTIVE OFFICER	37.00	Officer	$386,462	$29,219	$445,291
AMANDA KOEHLER CPA	CHIEF FINANCIAL OFFICER	37.00	Officer	$146,535	$16,869	$175,569
DENA HULL	VP GOVERNMENT AFFAIRS, FOUNDATION & COMMUNICATION	37.00	Highest	$167,079	$23,211	$203,352
DAN KOONTZ	VP MEMBER SERVICES	19.00	Highest	$77,675	$20,158	$182,810
ANDREW GROW CAE	DIR. OF OUTREACH & DEVELOPMENT	40.00	Highest	$111,756	$15,396	$127,152
CHRISTY STARKEY CAE IOM	SENIOR DIRECTOR OF MEMBERSHIP	38.00	Highest	$118,497	$17,352	$140,858

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,734,180	$2,763,151	$4,609,150	$-28,971
2024	$2,676,484	$2,839,433	$3,764,632	$-162,949
2023	$2,637,774	$2,710,232	$3,904,936	$-72,458
2022	$2,538,249	$2,503,042	$3,748,410	$35,207
2021	$2,631,109	$2,436,785	$4,054,816	$194,324
2020	$2,779,922	$2,545,063	$3,508,130	$234,859
2019	$2,915,839	$2,776,563	$3,418,425	$139,276

MISSOURI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS