ARIZONA SOCIETY OF CERTIFIED PUBLI… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

PROFESSIONAL DEVELOPMENT: PROVIDE CONTINUING PROFESSIONAL EDUCATION TO MEMBERS OF THE PROFESSION THROUGH SEMINARS AND CONFERENCES. THE SOCIETY OFFERED A VARIETY OF CPE SEMINARS RANGING IN LENGTH FROM 2 HOURS TO 16 HOURS THROUGH BOTH IN-PERSON CLASSROOM SETTINGS AND THROUGH LIVE INTERACTIVE WEBINARS AND WEBCASTS. CONFERENCES ARE DEVELOPED BY VOLUNTEER PLANNING COMMITTEES THAT CREATE AGENDAS WITH UP-TO-DATE TOPICS AND BRING IN EXPERTS IN THE RESPECTIVE FIELDS. THE CONTINUING PROFESSIONAL EDUCATION PROGRAM HAD 6,559 PARTICIPANTS FOR ALL CPE PROGRAMS IN FY 2024-2025

Program 2

MEMBERSHIP: THE SOCIETY PROVIDES INFORMATION REGARDING THE PRACTICE OF ACCOUNTING AND METHODS OF ACCOUNTING USED BY MEMBERS AND THE GENERALPUBLIC. THE SOCIETY SPONSORS AN ONLINE FORUM THAT ALLOWS...

MEMBERSHIP: THE SOCIETY PROVIDES INFORMATION REGARDING THE PRACTICE OF ACCOUNTING AND METHODS OF ACCOUNTING USED BY MEMBERS AND THE GENERALPUBLIC. THE SOCIETY SPONSORS AN ONLINE FORUM THAT ALLOWS MEMBERS TO POST INFORMATION ON A VARIETY OF TOPICS AND INDUSTRIES. THE SOCIETY HELPS THE PUBLIC LEARN MORE ABOUT WHO CPAS ARE AND HOW THEY HELP THE PUBLIC THROUGH MEDIA CAMPAIGNS AND PROJECTS. THE SOCIETY ALSO ENGAGES COLLEGE STUDENTS WHO ARE ACCOUNTING MAJORS OR HAVE AN INTEREST IN ACCOUNTANCY.

Program 3

GOVERNMENT RELATIONS & ADVOCACY: THE SOCIETY PUBLISHES A PROFESSIONAL JOURNAL (4 ISSUES) THAT PROVIDE UPDATES TO THE ACCOUNTANTS IN ARIZONA, ARTICLES FROM VARIOUS CPA'S THAT FOCUS ON A SPECIFIC AREA...

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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 $2,369,712

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

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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

$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