2026-08-17T04:58:27-00:00 2025-12-31 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990 2025-01-01 860785562 ARIZONA FIDUCIARIES ASSOCIATION ARIZ 5203380840 8987 E TANQUE VERDE RD STE 309-125 TUCSON AZ 85749 TARA LARA TREASURER 5203380840 2026-08-14 true KRISTINA MORGAN P01370742 6022302700 2026-08-09 2025 2025-03-06 01:10:19Z ANN LANDER 8987 E TANQUE VERDE RD Tucson AZ 85749 254600 false X AZFID.ORG X 1995 AZ THE MISSION OF THE AFA IS TO PROVIDE EDUCATION AND ADVOCACY TO ITS MEMBERS TO ENHANCE AND PROMOTE THE FIDUCIARY PROFESSION. 8 8 0 18 0 0 196050 254600 3267 0 0 199317 254600 500 0 0 0 0 0 138250 198428 138750 198428 60567 56172 210153 266325 0 210153 266325 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. false false 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. false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 2 0 true 0 false false false false false false false false X 8 8 false true false false true true true true true false false true true true true false false false false false X Scott Carlson 5203380840 8987 E Tanque Verde Rd Ste 309-125 Tucson AZ 85749 X Kathryn Blair President 002.00 X X 0 0 0 Deborah Gilliland Vice President 002.00 X X 0 0 0 Ann Lander Treasurer 002.00 X X 0 0 0 Kallie Knight Director 002.00 X 0 0 0 Lindsay Brown Director 002.00 X 0 0 0 Tara Lara Director 002.00 X 0 0 0 Tara Lowman-Roja Director 002.00 X 0 0 0 Theresa Eells Director 002.00 X 0 0 0 Scott Carlson Co-Executive Director 005.00 X 0 0 0 Pam Carlson Co-Executive Director 005.00 X 0 0 0 false false false Conferences 813920 228265 228265 Membership Dues 813920 26335 26335 254600 254600 254600 0 0 0 0 0 0 0 0 0 0 46800 0 925 0 0 0 2676 1232 9085 0 0 527 0 136155 0 0 0 1028 0 198428 210153 266325 210153 266325 0 0 X 210153 266325 210153 266325 210153 266325 56172 X false false false false true false THE CARLSON GROUP EXEC. DIRECTORS 46800 MANAGEMENT SERVICES false Part IV Line 1 THE EXECUTIVE DIRECTORS OWN MORE THAN 35 OF THE MANAGEMENT CONSULTING FIRM. THE ORGANIZATION HIRED THEIR COMPANY TO ACT AS THEIR EXECUTIVE DIRECTOR. THEY ARE NOT PAID DIRECTLY BY THE ORGANIZATION, BUT THROUGH THEIR COMPANY THEREFORE, WE ARE REPORTING THIS TRANSACTION ON SCH L. THE BOARD REVIEWS THEIR COMPANYS CONTRACT ANNUALLY AND HAS APPROVED THE SERVICE AGREEMENT. Form 990, Part IV, Section A, Line 4 THE ORGANIZATION HAS DELEGATED MEMBERSHIP SERVICES AND DAILY OPERATIONAL DUTIES TO THE CARLSON GROUP. THE COSTS FOR THESE SERVICES ARE REFLECTED ON FORM 990, PART IX, LINE 11A. PAM CARLSON AND SOTT CARLSON SERVE AS THE ORGANIZATIONS EXECUTIVE DIRECTORS. THEY BOTH RECEIVED W2 WAGES FROM THE CARLSON GROUP FOR THE FULL CONSULTING FEE OF 46,800 FOR THEIR SERVICES TO THE ORGANIZATION. Form 990, Part IV, Section A, Line 6 A PERSON ACTIVELY ENGAGED IN THE PRACTICE OF GUARDIANSHIP, CONSERVATORSHIP, PROBATE, OR TRUST MATTERS, AND BUSINESS LICENSED AND IN GOOD STANDING AS A FIDUCIARY BY THE ARIZONA SUPREME COURT, QUALIFIES FOR FULL MEMBERSHIP WITH VOTING RIGHTS. THE BOARD OF DIRECTORS MAY ESTABLISH AFFILIATE OR ASSOCIATE MEMBERSHIP LEVELS FOR ALLIED PROFESSIONALS HOWEVER, ONLY THOSE QUALIFYING FOR FULL MEMBERSHIP SHALL HAVE VOTING RIGHTS. Form 990, Part IV, Section A, Line 7a THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY ITS BOARD OF DIRECTORS. DIRECTORS SHALL BE RESIDENTS OF THE STATE OF ARIZONA, QUALIFIED FULL MEMBERS IN GOOD STANDING WITH THE ARIZONA FIDUCIARIES ASSOCIATION, INC., AND LICENSED AND IN GOOD STANDING AS A FIDUCIARY BY THE SUPREME COURT OF ARIZONA. THE OFFICERS OF THE CORPORATION SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT A MEETING TO BE HELD AS SOON AS POSSIBLE AFTER A DESIGNATED GENERAL MEETING OF MEMBERS. Form 990, Part IV, Section A, Line 7b THESE BYLAWS MAY BE ALTERED, AMENDED, OR REPEALED, AND NEW BYLAWS SHALL BE ADOPTED BY A MAJORITY OF THE MEMBERS ENTITLED TO VOTE IN PERSON OR BY PROXY AT ANY REGULAR MEETING OF THE MEMBERS OR SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE. Form 990, Part IV, Section B, Line 11b THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED. Form 990, Part VI, Section B, 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 THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. Form 990, Part VI, Section B, Line 15 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. THE TERMS OF SUCH COMPENSATION AND INFORMATION RELIED UPON SHALL BE RECORDED IN WRITING. AN INDIVIDUAL WHO IS A MEMBER OF THE BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES ON THEIR OWN COMPENSATION. CURRENTLY, ALL DIRECTORS ARE VOLUNTEERS. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER COPIES OF ALL GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY WHEN REQUESTED IN WRITING OR IN PERSON.