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Nonprofit · EIN 86-0785562

ARIZONA FIDUCIARIES ASSOCIATION INC

Tax-exempt · TUCSON, AZ 85749

Financials

$180K$133K2023$199K$139K2024$255K$198K2025
Revenue Expenses · by fiscal year end
Financials of ARIZONA FIDUCIARIES ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$254,600$198,428$56,172$266,325$0$266,325
December 31, 2024990-EZ$199,317$138,750$60,567$210,153–$210,153
December 31, 2023990-EZ$180,432$132,679$47,753$149,586–$149,586
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$254,600
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$925
Travel
$527

Balance sheet and other

Total assets, start of year
$210,153
Total assets, end of year
$266,325
Total liabilities, end of year
$0
Net assets, end of year
$266,325
Net assets without donor restrictions
$266,325
Gross receipts
$254,600
Employees
0
Volunteers
18
Year formed
1995
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Kathryn BlairPresident
Trustee or director, Officer
2$0
Deborah GillilandVice President
Trustee or director, Officer
2$0
Ann LanderTreasurer
Trustee or director, Officer
2$0
Kallie KnightDirector
Trustee or director
2$0
Lindsay BrownDirector
Trustee or director
2$0
Tara LaraDirector
Trustee or director
2$0
Tara Lowman-RojaDirector
Trustee or director
2$0
Theresa EellsDirector
Trustee or director
2$0
Scott CarlsonCo-Executive Director
Officer
5$0
Pam CarlsonCo-Executive Director
Officer
5$0
990-EZ for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensation
KATHRYN BLAIRPRESIDENT2$0
LAMAR HARNERVICE PRESIDENT2$0
ANN LANDERTREASURER2$0
LINA GARCIADIRECTOR2$0
DEBORAH GILLILANDDIRECTOR2$0
KALLIE KNIGHTDIRECTOR2$0
TARA LARADIRECTOR2$0
LINDSAY BROWNDIRECTOR2$0
PATRICIA GRENIERDIRECTOR2$0
SHAWNIE PATTERSONDIRECTOR2$0
VERONICA BENECH TEMESIODIRECTOR2$0
PAM CARLSONCO-EXECUTIVE DIRECTOR5$0
SCOTT CARLSONCO-EXECUTIVE DIRECTOR5$0
990-EZ for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
COY VERNONPRESIDENT2$0
LAMAR HARNERVICE PRESIDENT2$0
JULIE BROGNATREASURER2$0
LINA GARCIADIRECTOR2$0
DEBORAH GILLILANDSECRETARY2$0
ANN LANDERDIRECTOR2$0
THERESA WHITFIELDDIRECTOR2$0
KATHRYN BLAIRDIRECTOR2$0
LINDSAY BROWNDIRECTOR2$0
PATRICIA GRENIERDIRECTOR2$0
SHAWNIE PATTERSONDIRECTOR2$0
PAM CARLSONCO-EXECUTIVE DIRECTOR5$0
SCOTT CARLSONCO-EXECUTIVE DIRECTOR5$0

Address and contacts

Address (IRS master file)
8987 E TANQUE VERDE RD STE 309-125, TUCSON, AZ 85749-9399
In care of
% CLARK LEUTHOLD
Principal officer (990 for 2025)
ANN LANDER, 8987 E TANQUE VERDE RD, Tucson, AZ 85749
Signed the 990
TARA LARA, TREASURER
Phone
(520) 338-0840
Website
AZFID.ORG
Return prepared by
SECHLER MORGAN CPAS PLLC

Mission

THE ARIZONA FIDUCIARIES ASSOCIATION, INC. AFA S PURPOSE IS TO PROVIDE STRUCTURE, GUIDANCE, TRAINING, AND CONTINUING EDUCATION FOR LICENSED FIDUCIARIES IN ARIZONA. AFA WELCOMES INDIVIDUAL MEMBERSHIPS OF PEOPLE WHO ARE FIDUCIARIES OR WORK IN THE FIELD OF PROBATE, INCLUDING GUARDIANSHIP, CONSERVATORSHIP, AND PERSONAL REPRESENTATIVES.

990 for the year ended December 31, 2025

Program accomplishments

  • IN THE SPRING OF 2025, AFA WELCOMED 255 ATTENDEES AND 22 EXHIBITOR COMPANIES TO OUR SPRING CONFERENCE. IN THE FALL OF 2025, AFA PARTNERED WITH AZNAELA FOR THE FIRST-EVER JOINT CONFERENCE OF THE TWO STATE ASSOCIATIONS. WE WELCOMED ALMOST 200 ATTENDEES AND 18 EXHIBITOR COMPANIES.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
86-0785562
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$266,325
Income (IRS master file)
$254,600

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$254,600$198,428$266,325XML
990-EZDecember 2024$199,317$138,750$210,153XML
990-EZDecember 2023$180,432$132,679$149,586XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 86-0785562).

Questions about ARIZONA FIDUCIARIES ASSOCIATION INC

What is the EIN of ARIZONA FIDUCIARIES ASSOCIATION INC?
The employer identification number (EIN) of ARIZONA FIDUCIARIES ASSOCIATION INC is 86-0785562.
Is ARIZONA FIDUCIARIES ASSOCIATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1996.
Are donations to ARIZONA FIDUCIARIES ASSOCIATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ARIZONA FIDUCIARIES ASSOCIATION INC 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 FIDUCIARIES ASSOCIATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ARIZONA FIDUCIARIES ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ARIZONA FIDUCIARIES ASSOCIATION INC?
The 990 for the year ended December 31, 2025 names ANN LANDER.
Who are the officers and directors of ARIZONA FIDUCIARIES ASSOCIATION INC?
The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ARIZONA FIDUCIARIES ASSOCIATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $254,600, expenses of $198,428 and total assets of $266,325 at year end.

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