AUMdb

Iowa Society Of Certified Public Accountants

EIN 420797094 · 501(c)(6) · Public charity · Wdm, IA · recognized 1939

Assets
$3.0M
Revenue
$2.2M
Expenses
$2.1M
Investment income
$71.4K

Form 990 fiscal year ended 04/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Dawn Latham Ceo - end november 2024 $177,702 $15,292
Ardis Kelley Interim ceo - end may 2025 $21,292 $0
Erik K Bonstrom Chair $0 $0
Alison A Vanotterloo Past chair $0 $0
Richard J Tiwald Vice chair $0 $0
Laura Meier Secretary $0 $0
Jaclyn J Dammeier Treasurer $0 $0
Courtney L De Ronde Director $0 $0
Jennifer Mcgarry Director $0 $0
Hank Norem Director $0 $0
Sandra Smith Director $0 $0
Tim Stiles Director $0 $0
Todd E Thorson Director $0 $0
Matthew D Kelderman Director $0 $0
Twyla R Rosenbaum Director $0 $0
Nate Beck Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
04/30/2025 $3.0M $2.2M $2.1M 990 990 · obj 202532759349300103 IRS ↗
04/30/2024 $2.8M $2.0M $1.8M 990 990 · obj 202500599349300400 IRS ↗