ARIZONA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 866050429) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

OLIVER YANDLE

Phone

6022524144

Tax Period

2024-05-01 to 2025-04-30

ARIZONA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1960, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

WE ENHANCE THE SUCCESS OF OUR MEMBERS AND LEAD OUR PROFESSION.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,369,712

Investment Income $279,495

Other Revenue $67,605

TOTAL REVENUE $2,716,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,565,222

Fundraising Expenses $0

Other Expenses $1,142,955

TOTAL EXPENSES $2,708,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,716,812	$2,884,526	-0.1%
Expenses	$2,708,177	$2,934,018	-0.1%
Net Income	$8,635	$-49,492	-1.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$727,453

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OLIVER YANDLE	PRESIDENT &	40.00	Officer	$259,699	$20,580	$280,279
HEIDI FREI	DIR MARKETIN	40.00	Officer	$161,532	$15,945	$177,477
ANNA NIEMKIEWICZ	DIR FINANCE	40.00	Officer	$137,698	$13,515	$151,213
MEREDITH BUTLER	DIR LEARNING	40.00	Officer	$108,269	$10,215	$118,484
TAHIR ALHASSAN	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN BILLINGSLEA	DIRECTOR	1.00	Director	$0	$0	$0
DALIAH BUI	DIRECTOR	1.00	Director	$0	$0	$0
KELLY DAMRON	COUNCIL MEMB	2.00	Director	$0	$0	$0
TOM DUENSING	COUNCIL MEMB	2.00	Director	$0	$0	$0
JAY GANESAN	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
JOE HEIDLEBURG	TREASURER	2.00	Officer Director	$0	$0	$0
JESSICA IENNARELLA	DIRECTOR	1.00	Director	$0	$0	$0
IGNATIUS JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
SARA LAUZON-JONES	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA LEVY	IMMEDIATE PA	3.00	Officer Director	$0	$0	$0
LAUREN MURRO	CHAIR	4.00	Officer Director	$0	$0	$0
DONNIE NEVES	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS OSUCH	DIRECTOR	1.00	Director	$0	$0	$0
EUGENE PARK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LISA PARKE	EXEC COMM ME	2.00	Officer Director	$0	$0	$0
STELLA SHANOVICH	DIRECTOR	1.00	Director	$0	$0	$0

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	$2,716,812	$2,708,177	$6,020,995	$8,635
2024	$2,884,526	$2,934,018	$5,891,172	$-49,492
2023	$3,075,277	$3,114,917	$5,295,083	$-39,640
2022	$3,081,125	$2,937,785	$5,315,175	$143,340
2021	$2,855,686	$2,860,247	$5,262,250	$-4,561
2020	$3,347,058	$3,337,216	$4,818,501	$9,842
2019	$3,676,433	$3,236,743	$5,509,796	$439,690
2018	$3,494,936	$3,164,203	$4,772,109	$330,733

ARIZONA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS