Civic Intelligence

Arizona Osteopathic Medical Association

EIN 86-6052826 • 501(c)6 • Phoenix, AZ

Profile

To promote the osteopathic medical profession, serve our members, provide osteopathic continuing medical education, and advocate for access to healthcare.

3039 W Peoria Ave Suite C102-158Phoenix, AZ 85029

www.az-osteo.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-3.9%

Higher net margin than 23% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.7%

Faster asset growth than 28% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

18%

Faster revenue growth than 77% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$982,264

Down $16,616 (-1.7%) from 2023

Liabilities

Up

$5,745

Up $5,725 (+28625%) from 2023

Net Assets

Down

$976,519

Down $22,341 (-2.2%) from 2023

Revenue

Up

$798,058

Up $123,484 (+18%) from 2023

Expenses

Down

$828,974

Down $2,019 (-0.2%) from 2023

Net Income

Up

-$30,916

Up $125,503 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $790,675Liabilities 2011: $0Net Assets 2011: $790,6752011Assets 2012: $879,570Liabilities 2012: $0Net Assets 2012: $879,5702012Assets 2013: $1,031,422Liabilities 2013: $0Net Assets 2013: $1,031,4222013Assets 2014: $1,118,399Liabilities 2014: $0Net Assets 2014: $1,118,3992014Assets 2015: $1,235,384Liabilities 2015: $0Net Assets 2015: $1,235,3842015Assets 2016: $1,338,957Liabilities 2016: $0Net Assets 2016: $1,338,9572016Assets 2017: $1,421,556Liabilities 2017: $0Net Assets 2017: $1,421,5562017Assets 2018: $1,479,267Liabilities 2018: $0Net Assets 2018: $1,479,2672018Assets 2019: $1,453,551Liabilities 2019: $0Net Assets 2019: $1,453,5512019Assets 2020: $1,634,913Liabilities 2020: $0Net Assets 2020: $1,634,9132020Assets 2021: $1,876,184Liabilities 2021: $0Net Assets 2021: $1,876,1842021Assets 2022: $1,058,421Liabilities 2022: $2,096Net Assets 2022: $1,056,3252022Assets 2023: $998,880Liabilities 2023: $20Net Assets 2023: $998,8602023Assets 2024: $982,264Liabilities 2024: $5,745Net Assets 2024: $976,5192024

Highlighted filing

2024

Assets$982,264
Liabilities$5,745
Net Assets$976,519

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $784,050Expenses 2011: $697,990Net Income 2011: $86,0602011Revenue 2012: $809,699Expenses 2012: $701,274Net Income 2012: $108,4252012Revenue 2013: $805,309Expenses 2013: $704,056Net Income 2013: $101,2532013Revenue 2014: $737,520Expenses 2014: $726,320Net Income 2014: $11,2002014Revenue 2015: $795,244Expenses 2015: $687,984Net Income 2015: $107,2602015Revenue 2016: $851,907Expenses 2016: $755,409Net Income 2016: $96,4982016Revenue 2017: $919,489Expenses 2017: $876,790Net Income 2017: $42,6992017Revenue 2018: $904,924Expenses 2018: $886,881Net Income 2018: $18,0432018Revenue 2019: $960,848Expenses 2019: $1,032,532Net Income 2019: -$71,6842019Revenue 2020: $248,680Expenses 2020: $334,615Net Income 2020: -$85,9352020Revenue 2021: $985,859Expenses 2021: $780,855Net Income 2021: $205,0042021Revenue 2022: $682,917Expenses 2022: $1,264,827Net Income 2022: -$581,9102022Revenue 2023: $674,574Expenses 2023: $830,993Net Income 2023: -$156,4192023Revenue 2024: $798,058Expenses 2024: $828,974Net Income 2024: -$30,9162024

Highlighted filing

2024

Revenue$798,058
Expenses$828,974
Net Income-$30,916

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.01$0.98$0.80$0.83$0.03
2023Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.67$0.83$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.68$1.26$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.99$0.78$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.25$0.33$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.96$1.03$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.90$0.89$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.92$0.88$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.85$0.76$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.80$0.69$0.11
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.74$0.73$0.01
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.81$0.70$0.10
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.81$0.70$0.11
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.78$0.70$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 23, 2025
Return Version
2024v5.1
Gross Receipts
$1,148,661
Mission and Program Overview

Mission

To promote the osteopathic medical profession, serve our members, provide osteopathic continuing medical education, and advocate for access to healthcare.

The mission of the Arizona Osteopathic Medical Association is to promote the osteopathic medical profession, serve our members, provide osteopathic continuing medical education, and advocate for access to high quality, cost-effective healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$958,042$931,815▼ $26,227
Cash and Non-Interest-Bearing Accounts$24,491$42,636▲ $18,145
Prepaid Expenses and Deferred Charges$6,437$6,322▼ $115
Land, Buildings, and Equipment, Net$5,419--
Savings and Temporary Cash Investments$1,491$1,491→ $0
Total Assets$998,880$982,264▼ $16,616
Other Assets Total$3,000--
Liabilities
Accounts Payable and Accrued Expenses$20$4,948▲ $4,928
Other Liabilities-$797-
Total Liabilities$20$5,745▲ $5,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$998,860$976,519▼ $22,341
Total Net Assets Fund Balance$998,860$976,519▼ $22,341
Total Liabilities and Net Assets / Fund Balance$998,880$982,264▼ $16,616
Compensation and Service Providers

Board Members and Trustees

NameTitle
James KeaneImmediate Past-President
Michael LokalePresident
Alphonse AmbrosiaPresident-Elect
Datcha DorvilVice President
Breanne JaquaTrustee
David EnglandTrustee
Denise SackettTrustee
Donald CurranTrustee
Donald MiddletonTrustee
George ParidesTrustee
Hani RashidTrustee
Homan MostafaviTrustee
Julie MorrisonTrustee
Marissa JacobsTrustee
Mark YousssefTrustee
Michelle EylerTrustee
Susan Del Sordi-StaatsTrustee
William JaffeTrustee
Matt HelmsPrincipal Officer
Michelle MifflinSecretaryTreasurer
Charles FinchSpeaker of the House-Ex-Officio
Danielle Barnett-TrappVice-Speaker of the House-Ex-Offici

Highest Paid Contractors

ContractorServicesLocationCompensation
Oak Ridge AMC ManagementManagement5133 Harding Pike B10 380, Nashville, TN 37205$388,810
Revenue and Support

Revenue Composition

Contributions and Grants
$215,039
Program Service Revenue
$507,822
Investment Income
$75,127
Other Revenue
$70
Change in Net Assets
$-30,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$783,974
Grants and Similar Amounts Paid$45,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$385,700--$385,700
Other Expenses$153,084--$153,084
Fees for Services Lobbying$56,672--$56,672
Grants to Domestic Individuals$45,000--$45,000
Occupancy$38,224--$38,224
Advertising$31,694--$31,694
Fees for Services Other$28,418--$28,418
Fees for Service Investment Mgmnt Fees$11,408--$11,408
Information Technology$8,501--$8,501
Travel$8,483--$8,483
Insurance$4,837--$4,837
Fees for Services Accounting$1,975--$1,975
Depreciation Depletion$471--$471
Office Expenses$-1--$-1
Total Functional Expenses$828,974$0$0$828,974
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$56,675
Total Nondeductible Lobbying and Political Cost$56,675
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$785
Chase CC$12
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Any person duly licensed to practice medicine and surgery as an Osteopathic physician and surgeon in the state of Arizona may be admitted to membership upon application and payment of annual dues.

Member election for additional members Part VI line 7A

Members elect officers and trusteess at the annual meeting.

Governing body decisions Part VI line 7B

The House of Delegates shall be the legislative and governing body of the association. Any amendments to policies and procedures, including the by laws, are passed by a majority of board member votes before the house of delegates consider any amendment requests.

Form 990 governing body review Part VI line 11

The 990 is prepared by an outside accounting firm. It is then discussed and reviewed by the executive director independently, as well as with the finance and executive committees, to determine if any adjustments are needed. The full board of directors is provided a finalized version prior to filing.

Conflict of interest policy compliance Part VI line 12C

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from the discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each bard membr list and acknowledge any known conflicts.

Other officer or key employee compensation Part VI line 15B

The board may hire and compensate individuals for necessary services rendered to the organization so long as such compensation is reasonable. The board shall determine reasonable compensation amounts based upon compensation paid by similarly situated nonprofits for like services. An individual who is a member of the board who received compensation, directly or indirectly from the organization for services, is precluded from participating in discussions or votes pertaining to their own compensation, currently, all directors are volunteers.

Governing documents etc available to public Part VI line 19

The organization will provide, in a timely manner, financial statements and governing documents including its conflict of interest policy when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Arizona Osteopathic Medical Association
EIN
86-6052826
In Care Of
% Matt Helms
Phone
6022666699
Address
3039 W Peoria Ave Suite C102-158, Phoenix, AZ 85029

Signing Officer

Name
Matt Helms
Title
Executive Director
Phone
6022666699
Signed
2025-05-23
Discuss with paid preparer
No

Organization Details

Principal Officer
Matt Helms
Formed
1965
Legal Domicile
Az
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Speth CPAs
Address
10265 Kingston Pike Suite A, Knoxville, TN 37922-3241
Preparer
Kerry Speth
Phone
8654702122
Raw XML AppendixShowing 400 of 512 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.

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