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ARIZONA SOCIETY OF CERTIFIED PUBLIC
PHOENIX, AZ · EIN 866050429 · Form 990 · FY2021 · Medium ($1M-$10M) · www.ascpa.com
revenue
$3.1M
expenses
$2.9M
net assets
$4.4M
employees
18
volunteers
16
mission · from form 990

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

profile · synthesized from sources

The Arizona Society of Certified Public Accountants (ASCPA) is a professional association that supports CPAs in Arizona through advocacy, education, and member services. It provides resources such as professional liability insurance, billing management, and access to exclusive member savings, enhancing the professional development and operational efficiency of its members.

irs program accomplishments · form 990 part iii · fy2021

what they reported doing

Program narrative the organization filed with the IRS. Ordered by program spending.

  1. #1 primary $0
    THE SOCIETY PROVIDES INFORMATION REGARDING THE PRACTICE OF ACCOUNTING AND METHODS OF ACCOUNTING USED BY MEMBERS AND THE GENERAL PUBLIC. THE SOCIETY SPONSORS AND ONLINE FORUM THAT ALLOWS MEMBERS TO POST INFORMATION ON A VARIETY OF TOPICS AND INDUSTRIES. THE SOCIETY HELPS THE PUBLIC LEARN MORE ABOUT WHO CPA'S ARE AND HOW THEY HELP THE PUBLIC THROUGH MEDIA CAMPAIGNS AND PROJECTS.
  2. #2 $0
    THE SOCIETY PUBLISHES A PROFESSIONAL JOURNAL (6 ISSUES) THAT PROVIDE UPDATES TO THE ACCOUNTANTS IN ARIZONA, ARTICLES FROM VARIOUS CPA'S THAT FOCUS ON A SPECIFIC AREA OF INTEREST , AND UPCOMING CHANGES AND UPDATES WITHIN THE PROFESSION
named programs · 4 · from sources

what they call their work

CPACharge
Provides billing management services to help CPAs streamline payment processes and improve cash flow.
Continuing Professional Education (CPE)
Offers live webinars, conferences, and self-study options for members to earn CPE credits.
Professional Liability Insurance
Offers professional liability insurance and risk management solutions tailored for CPAs.
Referral Service
Connects individuals seeking CPAs with ASCPA members through an online directory.
activities · 5 groups

what they do

  • Professional Development & Certification Programs 8 activities
    • CPE Tracking and Management
      The organization provides members with access to a CPE Tracker tool to manage their continuing professional education courses and download certificates.
    • Continuing Professional Education (CPE) Provision
      Offers various continuing professional education opportunities for CPAs, including free CPE days, complimentary webcast presentations, and access to online CPE resources and trackers.
    • Continuing Professional Education (CPE) for CPAs
      The organization provides free CPE days and complimentary webcast presentations, offering members up to 12 CPE credits, and also offers customized learning experiences and a CPE Tracker to manage courses.
    • Continuing Professional Education (CPE) for Members
      The organization provides various continuing professional education opportunities for its members, including free CPE days, complimentary webcast presentations, and access to Surgent webcast and self-study resources, offering up to 12 CPE credits.
    • Continuing Professional Education (CPE) for Members
      The organization provides various opportunities for CPAs to earn continuing professional education credits, including free CPE days, complimentary webcast presentations, and access to online CPE resources like Surgent.
    • Continuing Professional Education (CPE) for Members
      Provides free CPE days and complimentary one-hour webcast presentations, offering members up to 12 CPE credits, and offers a CPE Tracker to manage courses and download certificates.
    • Customized Learning Experiences
      Offers customized and semi-customized learning experiences through ASCPA Integrated Learning Solutions, including training in Wiley DISC, Fierce Inc., and Skillsoft.
    • Customized Learning Solutions
      The organization provides customized and semi-customized learning experiences through ASCPA Integrated Learning Solutions, offering training in various professional development programs such as Wiley DISC, Fierce Inc., and Skillsoft.
  • Professional Membership and Job Board Services 7 activities
    • CPA Referral Directory
      The organization operates an online referral directory to help individuals and businesses find certified public accountants in Arizona.
    • CPA Referral Directory
      Operates an online referral directory to help the public find Arizona CPAs.
    • CPA Referral and Job Placement Services
      Operates an online directory to help the public find Arizona CPAs and provides a platform for member-only job postings from leading firms and organizations.
    • CPA Referral and Job Posting Services
      The organization operates an online directory to help the public find Arizona CPAs and provides a member-only job posting service for CPAs seeking employment.
    • CPA referral and job posting services
      The organization operates an online directory to help the public find Arizona CPAs and provides a member-only job posting service for accounting roles in Arizona.
    • Member-Only Job Postings
      The organization offers a service providing members with exclusive access to job postings from leading firms and organizations within Arizona.
    • Member-Only Job Postings
      Offers member-only job postings, including roles from leading firms and organizations in Arizona.
  • Youth Financial Literacy Education 7 activities
    • Community Service Events
      Organizes and participates in service events for CPAs and accounting students, such as packing meals with Feed My Starving Children.
    • Community Service Events
      The organization organizes and participates in community service events for CPAs and accounting students, such as packing meals with Feed My Starving Children.
    • Community Service and Financial Literacy Initiatives
      Organizes service events for CPAs and accounting students, such as packing meals for Feed My Starving Children, and contributes to improving financial literacy in partnership with Junior Achievement.
    • Community Service and Financial Literacy Initiatives
      The organization organizes service events for CPAs and accounting students, such as packing meals for Feed My Starving Children, and contributes to improving financial literacy in partnership with Junior Achievement.
    • Community service and financial literacy initiatives
      The organization organizes service events for CPAs and accounting students, such as packing meals for Feed My Starving Children, and contributes to improving financial literacy in partnership with Junior Achievement.
    • Financial Literacy Improvement
      Contributes to improving financial literacy in partnership with Junior Achievement.
    • Financial Literacy Initiatives
      The organization contributes to improving financial literacy in partnership with Junior Achievement.
  • Professional Regulation Advocacy 6 activities
    • Advocacy for CPAs and the Accounting Profession
      The organization advocates for the interests of CPAs with government bodies, regulatory agencies, and other organizations, including reviewing legislation and providing nonpartisan feedback on tax legislation and changes in statutes and rules affecting CPAs.
    • Advocacy for CPAs and the Accounting Profession
      The organization advocates for the interests of CPAs with government bodies, regulatory agencies, and other organizations, including reviewing an average of 1,200 pieces of legislation annually and providing nonpartisan feedback on tax legislation.
    • Advocacy for CPAs and the Accounting Profession
      Advocates for the interests of CPAs with government bodies, regulatory agencies, and other organizations, including reviewing legislation and providing feedback on proposed changes affecting the profession.
    • Advocacy for CPAs and the Accounting Profession
      Advocates for the interests of CPAs with governments, regulatory agencies, and other organizations, including reviewing an average of 1,200 pieces of legislation annually and providing feedback on changes in statutes and rules affecting CPAs.
    • Advocacy for CPAs and the accounting profession
      The organization advocates for the interests of CPAs with government bodies and regulatory agencies, including reviewing legislation and providing feedback on proposed changes to statutes and rules affecting the profession.
    • Tax Legislation Analysis and Feedback
      Operates a Tax Legislation Review Committee that analyzes tax legislation and provides nonpartisan feedback to policymakers and legislators regarding its effects on CPAs, businesses, and individuals.
  • Uncategorized 11 activities
    • CPA Exam Informational Events
      Holds "Road to the CPA Informational Events" at universities to provide information about the CPA exam.
    • Career Exploration and Networking Events
      Organizes and hosts various career exploration days, firm crawls, insight events, and roundtable events for CPAs and accounting students to facilitate networking and career development.
    • Career development and networking events for CPAs and students
      The organization hosts various events such as "Firm Crawls," "Insight Behind the Scenes Events," "Road to the CPA Informational Events," and Career Exploration Days to provide networking and career development opportunities for CPAs and accounting students.
    • Professional Development and Networking Events
      The organization offers networking opportunities and professional development events for CPAs and accounting students, including customized learning experiences, career exploration days, and informational events about the CPA exam.
    • Professional Development and Networking Events
      The organization offers networking opportunities and professional development events for CPAs and accounting students, including "Firm Crawl" events, "Insight Behind the Scenes Events," "Road to the CPA Informational Events," and Roundtable Events.
    • Professional Development and Networking Events
      Organizes networking events, career exploration days, informational events, and customized learning experiences to support the professional development of CPAs and accounting students.
    • Publication of AZ CPA Magazine
      Distributes printed issues of the AZ CPA magazine and provides online access to current and past issues.
    • Publication of AZ CPA Magazine
      The organization distributes printed issues of the AZ CPA magazine and provides online access to current and past issues for its members.
    • Publication of AZ CPA Magazine
      Distributes printed issues of the AZ CPA magazine and provides online access to current and past issues for members.
    • Publication of AZ CPA Magazine
      The organization distributes printed issues of the AZ CPA magazine and provides online access to current and past issues for its members.
    • Publication of AZ CPA magazine
      The organization distributes printed issues of the AZ CPA magazine and provides online access to current and past issues for its members.
financials · form 990 · fy2021
revenue
Total revenue$3.08M
Contributions & grants$00%
Program service revenue$2.86M93%
Investment income$96K3%
Other revenue$126K
expenses
Total expenses$2.94M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$1.24M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$5.32M
Cash$1.39M
Investments$3.71M
Liabilities$965K
Net assets$4.35M
Liquid reserves20.8 mo
3 years on record · 2019–2021 · YoY revenue +7.9%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 4
NameTitleHours/wkCompensation
OLIVER YANDLE PRESIDENT/CEO 40 $213K
HEIDI FREI DIRECTOR OF MARKETING 40 $167K
CYNTHIA HUBIAK FORMER PRESIDENT/CEO 0 $155K
ANNA NIEMKIEWICA DIRECTOR OF FINANCE & ADMIN 40 $19K
board members · 18
  • ANDREA LEVY — SECRETARY/TREASURER
  • BARBARA GONZALEZ — DIRECTOR
  • CHRISTOPHER TYHURST — DIRECTOR
  • DAVID GEPHART — DIRECTOR
  • EUGENE PARK — DIRECTOR
  • GIDGET SLATER — DIRECTOR
  • GLEN EVANS — DIRECTOR
  • JAMES MCGETTIGAN — DIRECTOR
  • JARED VAN ARSDALE — COUNCIL MEMBER
  • JESSICA ESTRADA — DIRECTOR
  • LAUREN MURRO — DIRECTOR
  • MEGAN ROMO — DIRECTOR
  • MIKE ALLEN — DIRECTOR
  • RACHAEL ANN BERTRANDT CRUMP — CHAIR-ELECT
  • SAMANTHA CRUM — DIRECTOR
  • TABITHA FOX — DIRECTOR
  • TOM DUENSING — CHAIR
  • VIRGINIA DESANTO — IMMEDIATE PAST CHAIR
relationships · 22

who they work with

  • 8am CPA Charge Partner — Offers exclusive member savings on professional products.
  • 8am CPACharge Partner — Collaborates to offer trusted payment and billing management services to members, including a discount.
  • BeachFleischman Partner — Hosted a Career Exploration Day.
  • CAMICO Partner — Collaborates to provide CPA Professional Liability Insurance and risk management solutions for members.
  • CAMICO Partner — Offers exclusive member savings on professional products.
  • Eide Bailly Partner — Hosted a Career Exploration Day.
  • ExamPrep.ai Partner — Offers members a 20% discount on the CPA Review course.
  • Feed My Starving Children Partner — Partnered for a service event and meal packing.
  • GLEIM CPA Review Partner — Offers members a 30% discount on their CPA Review course.
  • Grand Canyon University Partner — Hosted a "Road to the CPA Informational Event."
  • Junior Achievement Partner — Partnered to improve financial literacy.
  • Paychex Partner — Offers exclusive member savings on professional products.
  • Paychex Partner — Preferred provider of payroll solutions, offering members complimentary access to specialized resources and tools.
  • Price Kong Partner — Hosted a Career Exploration Day.
  • SimplifyIT A-Z Partner — Offers exclusive member savings on professional products.
  • SimplifyIT A-Z Partner — Preferred provider of Managed IT Services for CPA firms, offering members a complimentary IT assessment.
  • Surgent Partner — Technology and content partner for delivering webcast and self-study CPE programs.
  • Universal CPA Review Partner — Offers members a 30% discount on all its course packages.
  • University of Arizona Partner — Hosted a "Road to the CPA Informational Event."
  • Wolters Kluwer | CCH Tax and Accounting Products Partner — Offers members 25% off CCH Publications year-round.
  • governments Government — Engages with governments to advocate for CPAs.
  • regulatory agencies Government — Engages with regulatory agencies to advocate for CPAs.