Arizona Society of Certified Public Accountants
We enhance the success of our members and lead our profession.
Arizona Society of Certified Public Accountants at a glance
- Total assets
- $6,020,995
- +2.2% vs 2024
- Revenue (2025)
- $2,716,812
- -5.8% vs 2024
- Net investment income (2025)
- $279,495
- +157.6% vs 2024
- Expenses (2025)
- $2,708,177
- -7.7% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Arizona Society of Certified Public Accountants funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $6K (2020) to $6K (2023). In 2023 it made 1 grant totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| AZ CPA Foundation for Innovation & Education Phoenix, AZ | General Support | $6,000 |
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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 | $6,020,995 | $2,716,812 | $2,708,177 | — | — | $279,495 |
| 2024 | $5,891,172 | $2,884,526 | $2,934,018 | — | — | $108,484 |
| 2023 | $5,295,083 | $3,075,277 | $3,114,917 | $6,000 | 1 | $120,564 |
| 2022 | $5,315,175 | $3,081,125 | $2,937,785 | — | — | $96,100 |
| 2021 | $5,262,250 | $2,855,686 | $2,860,247 | $6,000 | 1 | $-61,924 |
| 2020 | $4,818,501 | $3,347,058 | $3,337,216 | $6,000 | 1 | $266,672 |
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
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
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Arizona Society of Certified Public Accountants down — hundreds of funders to go?