Civic Intelligence

Arizona Fiduciaries Association

EIN 86-0785562 • 501(c)6 • Tucson, AZ

Profile

Education of licensed fiduciaries

8987 E Tanque Verde Rd Ste 309-125Tucson, AZ 85749

www.azfid.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

89th percentile

30%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$210,153

Up $60,567 (+40%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$210,153

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$199,317

Up $18,885 (+10%) from 2023

Expenses

Up

$138,750

Up $6,071 (+4.6%) from 2023

Net Income

Up

$60,567

Up $12,814 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$300K$200K$100K$0Assets 2011: $7,538Liabilities 2011: $02011Assets 2012: $37,498Liabilities 2012: $02012Assets 2013: $9,931Net Assets 2013: $9,9312013Assets 2014: $15,571Net Assets 2014: $15,5712014Assets 2015: $14,827Net Assets 2015: $14,8272015Assets 2016: $17,200Net Assets 2016: $17,2002016Assets 2017: $13,736Net Assets 2017: $13,7362017Assets 2018: $6,389Net Assets 2018: $6,3892018Assets 2019: $10,273Net Assets 2019: $10,2732019Assets 2020: $38,325Net Assets 2020: $38,3252020Assets 2021: $56,994Net Assets 2021: $56,9942021Assets 2022: $101,833Net Assets 2022: $101,8332022Assets 2023: $149,586Liabilities 2023: $02023Assets 2024: $210,153Net Assets 2024: $210,1532024

Highlighted filing

2024

Assets$210,153
Liabilities-
Net Assets$210,153
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$200K$100K$0-$100KRevenue 2011: $49,106Expenses 2011: $45,814Net Income 2011: $3,2922011Revenue 2012: $66,880Expenses 2012: $36,920Net Income 2012: $29,9602012Revenue 2013: $56,001Expenses 2013: $83,568Net Income 2013: -$27,5672013Revenue 2014: $66,619Expenses 2014: $64,770Net Income 2014: $1,8492014Revenue 2015: $78,977Expenses 2015: $79,721Net Income 2015: -$7442015Revenue 2016: $93,740Expenses 2016: $85,443Net Income 2016: $8,2972016Revenue 2017: $109,804Expenses 2017: $113,268Net Income 2017: -$3,4642017Revenue 2018: $128,941Expenses 2018: $136,288Net Income 2018: -$7,3472018Revenue 2019: $123,490Expenses 2019: $120,884Net Income 2019: $2,6062019Revenue 2020: $78,470Expenses 2020: $50,418Net Income 2020: $28,0522020Revenue 2021: $78,420Expenses 2021: $59,751Net Income 2021: $18,6692021Revenue 2022: $170,741Expenses 2022: $125,902Net Income 2022: $44,8392022Revenue 2023: $180,432Expenses 2023: $132,679Net Income 2023: $47,7532023Revenue 2024: $199,317Expenses 2024: $138,750Net Income 2024: $60,5672024

Highlighted filing

2024

Revenue$199,317
Expenses$138,750
Net Income$60,567
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$210,153
Liabilities
-
Net assets
$210,153
Revenue
$199,317
Expenses
$138,750
Net income
$60,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$2.10$1.99$1.39$0.61
2023Summary only. Only limited summary data is available for this year.$1.50$0.00$1.80$1.33$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.02$1.71$1.26$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.57$0.78$0.60$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.78$0.50$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.23$1.21$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.06$1.29$1.36$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$1.10$1.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.94$0.85$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.15$0.79$0.80$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.67$0.65$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.56$0.84$0.28
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.67$0.37$0.30
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.49$0.46$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$199,317
Mission and Program Overview

Mission

Education of licensed fiduciaries

Education and support for licensed fiduciaries

Program Services

DescriptionGrantsExpenses
IN 2024, AFA ONCE AGAIN HOSTED TWO SUCCESSFUL TRAINING CONFERENCES. THE 2024 SPRING CONFERENCE WELCOMED 235 ATTENDEES TO THE DESERT WILLOW CONFERENCE CENTER IN PHOENIX, AZ.--
IN THE FALL OF 2024, AFA HOSTED A HYBRID TRAINING CONFERENCE THAT WELCOMED 120 ATTENDEES IN PERSON AND ANOTHER 50 ATTENDEES VIRTUALLY.--
AFA ALSO COMPLETED A TWO AND HALF MINUTE VIDEO EXPLAINING WHAT IS A FIDUCIARY, THE VIDEO HIGHLIGHTS THE WORK OF A FIDUCIARY AND IS AVAILABLE FOR MEMBER FIRMS TO USE ON THEIR WEBSITE MARKETING.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN BLAIRPresident-$0--
LAMAR HARNERVice President-$0--
ANN LANDERTreasurer-$0--
LINA GARCIADirector-$0--
DEBORAH GILLILANDDirector-$0--
KALLIE KNIGHTDirector-$0--
TARA LARADirector-$0--
LINDSAY BROWNDirector-$0--
PATRICIA GRENIERDirector-$0--
SHAWNIE PATTERSONDirector-$0--
VERONICA BENECH TEMESIODirector-$0--
PAM CARLSONCo-Executive DirectorPT$0--
SCOTT CARLSONCo-Executive DirectorPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Arizona Fiduciaries Association
EIN
86-0785562
Phone
5203380840
Address
8987 E TANQUE VERDE RD STE 309-125, TUCSON, AZ 85749

Signing Officer

Name
Ann Lander
Title
Treasurer
Phone
5203380840
Signed
2025-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative expenses 8,659”

Form 990-EZ, Part I, Line 16, Other Expenses

“IT EXPENSES 267”

Form 990-EZ, Part I, Line 16, Other Expenses

“TRAVEL EXPENSES 600”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, workshops meetings 79,984”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 1,035”

Raw XML Appendix146 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Scott Carlson
IRS990EZ/BooksInCareOfDetail/PhoneNum05203380840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08987 E Tanque Verde Rd Ste 309-125
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tucson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085749
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0149586
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0210153
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt060567
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt047675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0149586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0210153
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt0199317
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03267
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027575
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0149586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0210153
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0149586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0210153
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHRYN BLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAMAR HARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANN LANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINA GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBORAH GILLILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KALLIE KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TARA LARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDSAY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATRICIA GRENIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHAWNIE PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VERONICA BENECH TEMESIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PAM CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12SCOTT CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CO-EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12CO-EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt090545
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND SUPPORT FOR LICENSED FIDUCIARIES
IRS990EZ/PrintingPublicationsPostageAmt030
IRS990EZ/ProgramServiceRevenueAmt0168475
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2024, AFA ONCE AGAIN HOSTED TWO SUCCESSFUL TRAINING CONFERENCES. THE 2024 SPRING CONFERENCE WELCOMED 235 ATTENDEES TO THE DESERT WILLOW CONFERENCE CENTER IN PHOENIX, AZ.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IN THE FALL OF 2024, AFA HOSTED A HYBRID TRAINING CONFERENCE THAT WELCOMED 120 ATTENDEES IN PERSON AND ANOTHER 50 ATTENDEES VIRTUALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2AFA ALSO COMPLETED A TWO AND HALF MINUTE VIDEO EXPLAINING WHAT IS A FIDUCIARY, THE VIDEO HIGHLIGHTS THE WORK OF A FIDUCIARY AND IS AVAILABLE FOR MEMBER FIRMS TO USE ON THEIR WEBSITE MARKETING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0138750
IRS990EZ/TotalRevenueAmt0199317
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AZFID.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE EXPENSES 8,659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT EXPENSES 267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAVEL EXPENSES 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCES, WORKSHOPS MEETINGS 79,984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 1,035
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05203380840
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA FIDUCIARIES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0860785562
ReturnHeader/Filer/PhoneNum05203380840
ReturnHeader/Filer/USAddress/AddressLine1Txt08987 E TANQUE VERDE RD STE 309-125
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085749
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN
ReturnHeader/ReturnTs02025-10-05T02:58:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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