Arizona Society of Certified Public Accountants logo

Arizona Society of Certified Public Accountants

501(c)(6) organization Phoenix, AZ EIN: 86-6050429 Website
Community and economic developmentBusiness and industryBusiness promotion

We enhance the success of our members and lead our profession.

Key facts about Arizona Society of Certified Public Accountants

EIN
86-6050429
Latest 990 filing
Form 990, 2025
Total assets
$6,020,995

Data from IRS Form 990, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$6.0M

+2.2% YoY

Revenue

$2.7M

-5.8% YoY

Net Investment Income

$279K

+157.6% YoY

Expenses

$2.7M

-7.7% YoY

How Arizona Society of Certified Public Accountants gives

  • Giving held roughly steady from 2020 to 2023 (+0%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Arizona Society of Certified Public Accountants

Based on IRS filings

Arizona Society of Certified Public Accountants is a public charity focused on Community and economic development, based in Phoenix, AZ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.0M in total assets. Net investment income was $279K.

Focus Areas

Community and economic developmentBusiness and industryBusiness promotion
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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Phoenix

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K1 grant2020 1 grant2021 0 grants2022 1 grant2023 0 grants2024 0 grants2025

From 2020 to 2023, annual grant giving ranged from $6K (2020) to $6K (2023). In 2023 it made 1 grant totaling $6K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,020,995$5,891,172$5,295,083
Revenue$2,716,812$2,884,526$3,075,277
Expenses$2,708,177$2,934,018$3,114,917
Net Investment Income$279,495$108,484$120,564

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Arizona Society of Certified Public Accountants is led by Oliver Yandle, President since 2024 (on filings since 2021); 4 of 22 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Oliver Yandle

    President

    President & CEO → President, 2024

    On filings since 2021

    40 hrs/week

    $58K (2021) → $260K (2025)

  • Lauren Murro

    Chair

    Secretary & Treasurer → Chair-Elect, 2024

    Chair-Elect → Chair, 2025

    On filings since 2021

    4 hrs/week

    No compensation reported

  • Heidi Frei

    Director Marketin

    Director of Marketing → Director Marketin, 2024

    On filings since 2020

    40 hrs/week

    $120K (2020) → $162K (2025)

  • Anna Niemkiewicz

    Director Finance

    Director of Finance & Administrator → Director Finance, 2024

    On filings since 2022

    40 hrs/week

    $18K (2022) → $138K (2025)

  • Meredith Butler

    Director Learning

    On filings since 2024

    40 hrs/week

    $107K (2024) → $108K (2025)

  • Jessica Iennarella

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Austin Billingslea

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Dennis Osuch

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Ignatius Jackson

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Marissa Graves

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Stella Shanovich

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Daliah Bui

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Donnie Neves

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Jay Ganesan

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Sara Lauzon-Jones

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Tahir Alhassan

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Andrea Levy

    Immediate Pa

    Chair - Elect → Chair, 2024

    Chair → Immediate Pa, 2025

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Kelly Damron

    Council Member

    Director → Council Member, 2025

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Tom Duensing

    Council Member

    Chair → Immediate Past Chair, 2023

    Immediate Past Chair → Council Member, 2025

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Eugene Park

    Vice Chair

    Director → Prior Secretary, 2024

    Prior Secretary → Vice Chair, 2025

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Joe Heidleburg

    Treasurer

    Director → Secretary, 2024

    Secretary → Treasurer, 2025

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Lisa Parke

    Executive Committee Me

    Director → Executive Committee Me, 2025

    On filings since 2024

    2 hrs/week

    No compensation reported

Former officers (34)
  • Former: Jared Van Arsdale (2020–2024) — Council Member
  • Former: Mike Allen (2020–2024) — Council Member
  • Former: Rachael Ann Bertrandt Crump (2020–2024) — Immediate Pa
  • Former: Ben Cilek (2023–2024) — Director
  • Former: Dave Collins (2023–2024) — Director
  • Former: Jesse Porras (2023–2024) — Director
  • Former: Tithi Debnath (2023–2024) — Director
  • Former: Barbara Gonzalez (2022–2023) — Director
  • Former: Christopher Tyhurst (2022–2023) — Director
  • Former: Glen Evans (2022–2023) — Director
  • Former: Megan Romo (2022–2023) — Director
  • Former: Samantha Crum (2022–2023) — Director
  • Former: Gabby Luoma (2023) — Director
  • Former: Virginia Desanto (2020–2022) — Immediate Past Chair
  • Former: Cynthia Hubiak (2021–2022) — Former President & CEO
  • Former: David Gephart (2021–2022) — Director
  • Former: James McGettigan (2021–2022) — Director
  • Former: Jessica Estrada (2021–2022) — Director
  • Former: Tabitha Fox (2021–2022) — Director
  • Former: Gidget Slater (2022) — Director
  • Former: Anthony Lorenzo (2020–2021) — Director
  • Former: Barbara Feliciano (2020–2021) — CFO
  • Former: Keith Cowan (2020–2021) — Director
  • Former: Ross Grainger (2020–2021) — Director
  • Former: Gidget Schutte (2021) — Director
  • Former: Greg Nelson (2021) — Director
  • Former: Rob Dubberly (2021) — Director
  • Former: Cindie Hubiak (2020) — President & CEO
  • Former: Karen McCloskey (2020) — Director
  • Former: Paul Evans (2020) — Director
  • Former: Paul Kern (2020) — COO & CFO
  • Former: Sami Raynes-Houseknecht (2020) — Director
  • Former: Tim Hansen (2020) — Director
  • Former: Vanessa Makridis (2020) — Director

Data from IRS Form 990 filings, 2020–2025. "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

Oliver Yandle — President &: $260KOliver YandlePresident &$260KHeidi Frei — DIR Marketin: $162KHeidi FreiDIR Marketin$162KAnna Niemkiewicz — DIR Finance: $138KAnna NiemkiewiczDIR Finance$138KMeredith Butler — DIR Learning: $108KMeredith ButlerDIR Learning$108K

The highest reported compensation on the 2025 filing was $260K, to Oliver Yandle (President &). 4 officers or directors reported compensation on that filing.

Frequently asked questions about Arizona Society of Certified Public Accountants

How large is Arizona Society of Certified Public Accountants?

Arizona Society of Certified Public Accountants reported $6.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.7M.

What is Arizona Society of Certified Public Accountants?

Arizona Society of Certified Public Accountants is a public charity focused on Community and economic development, based in Phoenix, AZ. It holds $6.0M in total assets as of 2025.

Where does Arizona Society of Certified Public Accountants operate?

Arizona Society of Certified Public Accountants has awarded grants in Arizona.

What is Arizona Society of Certified Public Accountants's EIN?

Arizona Society of Certified Public Accountants's EIN (Employer Identification Number) is 86-6050429. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990 filings.

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