Civic Intelligence

Arizona Fund Manager Association

EIN 84-3327458 • 501(c)6 • Phoenix, AZ

Profile

Afma's core objective is to foster the fund manager ecosystem in arizona by providing the space to grow the alternative investment industry in the state.

5050 N 40th St 340Phoenix, AZ 85018

azfundma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

62%

Higher net margin than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

$253,924

No earlier filing loaded for comparison.

Liabilities

$25,618

No earlier filing loaded for comparison.

Net Assets

$228,306

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue77th percentileNet Margin97th percentile

Revenue

$256,176

No earlier filing loaded for comparison.

Expenses

$97,603

No earlier filing loaded for comparison.

Net Income

$158,573

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2024: $253,924Liabilities 2024: $25,618Net Assets 2024: $228,3062024

Highlighted filing

2024

Assets$253,924
Liabilities$25,618
Net Assets$228,306
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2024: $256,176Expenses 2024: $97,603Net Income 2024: $158,5732024

Highlighted filing

2024

Revenue$256,176
Expenses$97,603
Net Income$158,573
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,924
Liabilities
$25,618
Net assets
$228,306
Revenue
$256,176
Expenses
$97,603
Net income
$158,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.26$2.28$2.56$0.98$1.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$256,176
Mission and Program Overview

Mission

Afma's core objective is to foster the fund manager ecosystem in arizona by providing the space to grow the alternative investment industry in the state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$10,893$236,924▲ $226,031
Accounts Receivable$60,000$15,000▼ $45,000
Prepaid Expenses and Deferred Charges-$2,000-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$70,893$253,924▲ $183,031
Other Assets Total-$0-
Liabilities
Deferred Revenue-$15,411-
Accounts Payable and Accrued Expenses-$10,207-
Total Liabilities$0$25,618▲ $25,618
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$70,893$228,306▲ $157,413
Total Net Assets Fund Balance$70,893$228,306▲ $157,413
Total Liabilities and Net Assets / Fund Balance$70,893$253,924▲ $183,031
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Cole SmeadChairman
Alex ChucriDirector
Ashok SanthanamDirector
Conor O'CallaghanDirector
Jack SelbyDirector
Jeff PaddenDirector
Joe HegnerDirector
John DunlapDirector
Katrina Santa MariaDirector
Kyle BrownDirector
Cathy HerringSecretary
Alex BeckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$234,961
Program Service Revenue
$21,215
Investment Income
$0
Other Revenue
$0
All Other Contributions
$50,000
Change in Net Assets
$158,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,295
Salaries, Compensation, and Employee Benefits$17,308
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$39,379
Other Salaries and Wages---$17,308
Fees for Services Management---$13,855
Fees for Services Other---$10,671
Other Expenses---$5,433
Office Expenses---$3,593
Fees for Services Legal---$3,381
Fees for Services Accounting---$2,334
Information Technology---$1,522
Travel---$65
Advertising---$62
Total Functional Expenses$0$0$0$97,603
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The Organization uses KCA, Inc, a management company for certain management duties including preparing the annual budget and executing financial operations.”

Form 990, Part VI, Section A, Line 6

“The Organization has two classes of membership - Regular Members and Special Members. The requirements to be a regular member are that any natural person who currently is an investment advisor manager, registered, or exempt from registration, with any state securities administrator shall be eligible for regular membership. Special membership is for anyone who does not qualify as a regular member. Regular members are entitled to vote for the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by an independent accounting firm. The Form is reviewed by management and the Board before it is approved for filing.”

Form 990, Part VI, Section B, Line 15B

“The compensation of the Executive Director is approved by the Board after reviewing it for reasonableness.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Arizona Fund Manager Association
EIN
84-3327458
Phone
4806215800
Address
5050 N 40th St 340, Phoenix, AZ 85018

Signing Officer

Name
Alex Becker
Title
Treasurer
Signed
2025-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cole Smead
Formed
2019
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
10
Employees
1

Preparer

Firm
Upkeepe
Address
4824 E Baseline Rd Ste 112, Mesa, AZ 85206
Preparer
Adam Brown
Phone
6025655169
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization uses KCA, Inc, a management company for certain management duties including preparing the annual budget and executing financial operations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization has two classes of membership - Regular Members and Special Members. The requirements to be a regular member are that any natural person who currently is an investment advisor manager, registered, or exempt from registration, with any state securities administrator shall be eligible for regular membership. Special membership is for anyone who does not qualify as a regular member. Regular members are entitled to vote for the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 990 is prepared by an independent accounting firm. The Form is reviewed by management and the Board before it is approved for filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The compensation of the Executive Director is approved by the Board after reviewing it for reasonableness.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt070893
IRS990/TotalAssetsEOYAmt0253924
IRS990/TotalAssetsGrp/BOYAmt070893
IRS990/TotalAssetsGrp/EOYAmt0253924
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0234961
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt097603
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt025618
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt025618
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt070893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0228306
IRS990/TotalProgramServiceRevenueAmt021215
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021215
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0256176
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253924
IRS990/TravelGrp/TotalAmt065
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05050 N 40th St 340
IRS990/USAddress/CityNm0Phoenix
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085018
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0AZFUNDMA.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alex Becker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Arizona Fund Manager Association
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0843327458
ReturnHeader/Filer/PhoneNum04806215800
ReturnHeader/Filer/USAddress/AddressLine1Txt05050 N 40th St 340
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823709663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Upkeepe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04824 E Baseline Rd Ste 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085206
ReturnHeader/PreparerPersonGrp/PhoneNum06025655169
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Brown
ReturnHeader/ReturnTs02025-10-14T12:43:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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