Nonprofit · EIN 23-7339629
ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH
Tax-exempt · PHOENIX, AZ 85008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $50,760 | $33,616 | $17,144 | $468,367 | $0 | $468,367 |
| April 30, 2024 | 990 | $27,067 | $40,202 | -$13,135 | $444,572 | $0 | $444,572 |
| April 30, 2023 | 990 | $26,894 | $37,995 | -$11,101 | $421,709 | $0 | $421,709 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $13,577
- Program service revenue
- $0
- Investment income
- $32,183
- Net gain from sales of assets
- $24,627
- Other revenue
- $5,000
Expenses
- Grants and similar amounts paid
- $25,616
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $33,616
Balance sheet and other
- Total assets, start of year
- $444,572
- Total assets, end of year
- $468,367
- Total liabilities, end of year
- $0
- Net assets, end of year
- $468,367
- Publicly traded securities
- $412,777
- Net assets without donor restrictions
- $468,367
- Gross receipts
- $50,760
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1973
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA GONZALEZ | DIRECTOR Trustee or director | 1 | $0 |
| JOE HEIDLEBURG | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| ANDREA LEVY | CHAIR Trustee or director, Officer | 3 | $0 |
| JULIA MIESSNER | DIRECTOR Trustee or director | 1 | $0 |
| LISA PARKE | SECRETARY/TR Trustee or director, Officer | 3 | $0 |
990 for the year ended April 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHAEL CRUMP | CHAIR Trustee or director, Officer | 2 | $0 |
| JOE HEIDLEBURG | SECRETARY/TR Trustee or director, Officer | 2 | $0 |
| JULIA MIESSNER | DIRECTOR Trustee or director | 2 | $0 |
| EUGENE PARK | PRIOR SECRET Trustee or director, Officer | 2 | $0 |
| NANCY THOMAS | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended April 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM DUENSING | CHAIR Trustee or director, Officer | 2 | $0 |
| LAUREN MURRO | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| EUGENE PARK | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| NANCY THOMAS | DIRECTOR Trustee or director | 2 | $0 |
| DAVID RICHARDSON | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 410 N 44TH ST STE 205, PHOENIX, AZ 85008-7604
- Principal officer (990 for 2024)
- ANDREA LEVY, 410 N 44TH STREET STE 205, PHOENIX, AZ 85008
- Signed the 990
- LISA PARKE, SECRETARY/TREASURER
- Phone
- (602) 252-4144
- Return prepared by
- FESTER & CHAPMAN PLLC
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.
Program accomplishments
- SCHOLARSHIPS ARE GRANTED TO ACCOUNTING STUDENTS AND HIGH SCHOOL STUDENTS IN ORDER TO ASSIST THOSE WITH SPECIAL TALENTS TO FURTHER THEIR EDUCATION IN ACCOUNTING. 13 SCHOLARSHIPS WERE FUNDED IN THE 2024/2025 YEAR.Expenses $33,616 · grants $25,616
- 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 TO THE ACCOUNTING PROFESSION AS AN EDUCATOR IN THE FIELD.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 23-7339629
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1974
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $468,367
- Income (IRS master file)
- $50,760
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $50,760 | $33,616 | $468,367 | XML |
| 990 | April 2024 | $27,067 | $40,202 | $444,572 | XML |
| 990 | April 2023 | $26,894 | $37,995 | $421,709 | XML |
| 990 | April 2022 | $15,721 | $38,128 | $430,798 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7339629).
Questions about ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH
- What is the EIN of ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH?
- The employer identification number (EIN) of ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH is 23-7339629.
- Is ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH?
- The 990 for the year ended April 30, 2025 names ANDREA LEVY.
- Who are the officers and directors of ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH?
- The 990 for the year ended April 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ARIZONA CPA FOUNDATION FOR EDUCATION AND RESEARCH have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $50,760, expenses of $33,616 and total assets of $468,367 at year end.
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