Nonprofit · EIN 84-3327458
ARIZONA FUND MANAGER ASSOCIATION
Tax-exempt (reinstated) · PHOENIX, AZ 85018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $256,176 | $97,603 | $158,573 | $253,924 | $25,618 | $228,306 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $234,961
- Membership dues
- $184,961
- Program service revenue
- $21,215
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $17,308
- Salaries, compensation and benefits (total)
- $17,308
- Professional fundraising fees
- $0
- Legal fees
- $3,381
- Accounting fees
- $2,334
- Travel
- $65
Balance sheet and other
- Total assets, start of year
- $70,893
- Total assets, end of year
- $253,924
- Total liabilities, end of year
- $25,618
- Net assets, end of year
- $228,306
- Net assets without donor restrictions
- $228,306
- Gross receipts
- $256,176
- Employees
- 1
- Year formed
- 2019
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Dunlap | Director Trustee or director, Officer | 0.5 | $0 |
| Kyle Brown | Director Trustee or director | 0.5 | $0 |
| Alex Chucri | Director Trustee or director | 0.5 | $0 |
| Joe Hegner | Director Trustee or director | 0.5 | $0 |
| Jeff Padden | Director Trustee or director | 0.5 | $0 |
| Katrina Santa Maria | Director Trustee or director | 0.5 | $0 |
| Jack Selby | Director Trustee or director | 0.5 | $0 |
| Ashok Santhanam | Director Trustee or director | 0.5 | $0 |
| Cole Smead | Chairman Trustee or director | 0.5 | $0 |
| Conor O'Callaghan | Director Trustee or director | 0.5 | $0 |
| Alex Becker | Treasurer Officer | 1 | $0 |
| Cathy Herring | Secretary Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5050 N 40TH ST STE 340, PHOENIX, AZ 85018-2194
- In care of
- % JOHN DUNLAP
- Principal officer (990 for 2024)
- Cole Smead, 5050 N 40th St 340, Phoenix, AZ 85018
- Signed the 990
- Alex Becker, Treasurer
- Phone
- (480) 621-5800
- Website
- AZFUNDMA.ORG/
- Return prepared by
- Upkeepe
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.
Program accomplishments
- AFMAS EVENTS PROVIDE A PLATFORM TO GROW THE FUND ECOSYSTEM, RALLY SUPPORT FROM LOCAL INSTITUTIONS, AND MARKET ARIZONA AS A GREAT PLACE FOR FUND MANAGERS. EVERY AFMA INITIATIVE SUPPORTS INDUSTRY TRANSPARENCY AND INCLUSION FOR OUR MEMBERS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 84-3327458
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $253,924
- Income (IRS master file)
- $256,176
Revocation and reinstatement
- Exemption revoked
- May 15, 2022
- Posted by the IRS
- August 8, 2022
- Reinstated
- Effective May 15, 2022
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $256,176 | $97,603 | $253,924 | XML |
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 84-3327458).
Questions about ARIZONA FUND MANAGER ASSOCIATION
- What is the EIN of ARIZONA FUND MANAGER ASSOCIATION?
- The employer identification number (EIN) of ARIZONA FUND MANAGER ASSOCIATION is 84-3327458.
- Is ARIZONA FUND MANAGER ASSOCIATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
- Are donations to ARIZONA FUND MANAGER ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ARIZONA FUND MANAGER ASSOCIATION 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 FUND MANAGER ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARIZONA FUND MANAGER ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ARIZONA FUND MANAGER ASSOCIATION?
- The 990 for the year ended December 31, 2024 names Cole Smead.
- Who are the officers and directors of ARIZONA FUND MANAGER ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does ARIZONA FUND MANAGER ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $256,176, expenses of $97,603 and total assets of $253,924 at year end.
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