Public Charity

ARIZONA CPA FOUNDATION FOR EDUCATION AND INNOVATION

ARIZONA CPA FOUNDATION FOR EDUCATION AND INNOVATION, of PHOENIX, AZ, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $51K in revenue, $34K in expenses, $468K in total assets.

EIN: 237339629 PHOENIX, AZ Public Foundations NTEE: T30 Latest filing: 2025
Total Revenue$51K
Total Expenses$34K
Total Assets$468K
Grants Given0
Filing Years2021–2025

Mission

THE ARIZONA CPA FOUNDATION FOR EDUCATION AND INNOVATIONIN COORDINATION WITH THE ARIZONA SOCIETY OF CPAS SUPPORTS PROGRAMS AND INITIATIVES IN EDUCATION AND PRACTICE WHICH ENHANCE EXCELLENCE AND INNOVATION IN THE PROFESSION OF ACCOUNTANCY.

Where $100 goes at Arizona Cpa Foundation for Education and Innovation

How Arizona Cpa Foundation for Education and Innovation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$68 Programs the work itself
$32 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $68 for programs

$34
Scholarships are granted to accounting students and high school students in order to assist those with special talents to further their education in accounting
50% of program spending · Reported in the filing: 13 scholarships
$34
An excellence in teaching award is given each year to one of the three arizona state-supported universities in honor of one of its university professors and his/her contribution…
About 50% (cost not reported)
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CHAIR Andrea Levy
DIRECTOR Barbara Gonzalez
VICE CHAIR Joe Heidleburg
DIRECTOR Julia Miessner
SECRETARY/TR Lisa Parke

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $51K $34K $468K
2024 $27K $40K $445K
2023 $27K $38K $422K
2022 $16K $38K $431K
2021 $27K $45K $470K

Between 2021 and 2025, reported annual revenue grew from $27K to $51K (+85%), with total assets most recently reported at $468K.

Interactive year-over-year charts and full filing details available with membership.

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