Civic Intelligence

Probate Attorneys of San Diego

EIN 45-5534192 • 501(c)6 • San Diego, CA

Profile

To serve the public and the legal profession by enhancing the practice of law in the areas of trust and estates, conservatorships, guardianships and elder law to promote justice, professional excellence and respect for the law.

1550 Hotel Cir N 300San Diego, CA 92108

www.sdprobateattorneys.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

68th percentile

9.9%

Higher net margin than 68% 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

65th percentile

6.4%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

61st percentile

5.9%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$401,491

Up $24,225 (+6.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$401,491

Up $24,225 (+6.4%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin68th percentile

Revenue

Up

$245,358

Up $13,628 (+5.9%) from 2023

Expenses

Up

$221,133

Up $56,091 (+34%) from 2023

Net Income

Down

$24,225

Down $42,463 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2012: $5,374Liabilities 2012: $02012Assets 2013: $21,808Liabilities 2013: $02013Assets 2014: $43,579Liabilities 2014: $13,465Net Assets 2014: $30,1142014Assets 2015: $56,641Net Assets 2015: $56,6412015Assets 2016: $65,796Net Assets 2016: $65,7962016Assets 2017: $79,351Net Assets 2017: $79,3512017Assets 2018: $59,535Net Assets 2018: $59,5352018Assets 2019: $102,102Net Assets 2019: $102,1022019Assets 2020: $163,503Net Assets 2020: $163,5032020Assets 2021: $225,914Net Assets 2021: $225,9142021Assets 2022: $310,578Liabilities 2022: $0Net Assets 2022: $310,5782022Assets 2023: $377,266Liabilities 2023: $0Net Assets 2023: $377,2662023Assets 2024: $401,491Liabilities 2024: $0Net Assets 2024: $401,4912024

Highlighted filing

2024

Assets$401,491
Liabilities$0
Net Assets$401,491
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $8,296Expenses 2012: $2,922Net Income 2012: $5,3742012Revenue 2013: $34,385Expenses 2013: $17,951Net Income 2013: $16,4342013Revenue 2014: $41,196Expenses 2014: $32,890Net Income 2014: $8,3062014Revenue 2015: $56,981Expenses 2015: $43,919Net Income 2015: $13,0622015Revenue 2016: $74,598Expenses 2016: $65,443Net Income 2016: $9,1552016Revenue 2017: $107,721Expenses 2017: $94,166Net Income 2017: $13,5552017Revenue 2018: $140,790Expenses 2018: $160,606Net Income 2018: -$19,8162018Revenue 2019: $191,051Expenses 2019: $153,695Net Income 2019: $37,3562019Revenue 2020: $136,819Expenses 2020: $75,418Net Income 2020: $61,4012020Revenue 2021: $158,127Expenses 2021: $95,716Net Income 2021: $62,4112021Revenue 2022: $206,335Expenses 2022: $121,671Net Income 2022: $84,6642022Revenue 2023: $231,730Expenses 2023: $165,042Net Income 2023: $66,6882023Revenue 2024: $245,358Expenses 2024: $221,133Net Income 2024: $24,2252024

Highlighted filing

2024

Revenue$245,358
Expenses$221,133
Net Income$24,225
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$401,491
Liabilities
$0
Net assets
$401,491
Revenue
$245,358
Expenses
$221,133
Net income
$24,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$2.45$2.21$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$2.32$1.65$0.67
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$2.06$1.22$0.85
2021Detailed filing. Detailed filing data is available for this year.$2.26$2.26$1.58$0.96$0.62
2020Detailed filing. Detailed filing data is available for this year.$1.64$1.64$1.37$0.75$0.61
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.91$1.54$0.37
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.41$1.61$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.08$0.94$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.75$0.65$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.57$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.13$0.30$0.41$0.33$0.08
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.34$0.18$0.16
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.08$0.03$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$245,358
Mission and Program Overview

Mission

To serve the public and the legal profession by enhancing the practice of law in the areas of trust and estates, conservatorships, guardianships and elder law to promote justice, professional excellence and respect for the law.

Provide seminars and other opportunities to enhance the legal profession

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$377,266$401,491▲ $24,225
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$377,266$401,491▲ $24,225
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$377,266$401,491▲ $24,225
Total Net Assets Fund Balance$377,266$401,491▲ $24,225
Total Liabilities and Net Assets / Fund Balance$377,266$401,491▲ $24,225
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Shannon TaylorPresident & CEO
Gina SteinVice President
Catherine SwaffordDirector
Lori BolanderDirector
Mary CataldoDirector
Merrianne DeanDirector
Monique Matosian-bharuchaDirector
Rose HuelskampDirector
Scott IngoldDirector
Robert DieringerSecretary
Margaret HerringTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$245,358
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$24,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,192
Salaries, Compensation, and Employee Benefits$11,941
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$179,446--$179,446
Office Expenses$6,047$14,931-$20,978
Other Salaries and Wages-$11,057-$11,057
Other Expenses$1,595--$1,595
Insurance-$1,391-$1,391
Fees for Services Legal-$925-$925
Payroll Taxes-$884-$884
Total Functional Expenses$191,945$29,188$0$221,133
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Probate Attorneys of San Diego
EIN
45-5534192
Phone
6192328377
Address
1550 HOTEL CIR N 300, SAN DIEGO, CA 92108

Signing Officer

Name
Margaret Herring
Title
Treasurer
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
11

Preparer

Firm
Kreml Williams & Dunham LLP
Address
900 Pier View Way, Oceanside, CA 92054
Preparer
Jay M Williams CPA
Phone
7605471447
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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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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541100
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060075
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1175665
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1175665
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29618
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0145806
IRS990/PYProgramServiceRevenueAmt0231730
IRS990/PYRevenuesLessExpensesAmt066688
IRS990/PYSalariesCompEmpBnftPaidAmt019236
IRS990/PYTotalExpensesAmt0165042
IRS990/PYTotalRevenueAmt0231730
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024225
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0377266
IRS990/TotalAssetsEOYAmt0401491
IRS990/TotalAssetsGrp/BOYAmt0377266
IRS990/TotalAssetsGrp/EOYAmt0401491
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0191945
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0377266
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0401491
IRS990/TotalProgramServiceExpensesAmt0191945
IRS990/TotalProgramServiceRevenueAmt0245358
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0245358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245358
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0377266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0401491
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01550 HOTEL CIR N 300
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092108
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.SDPROBATEATTORNEYS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET HERRING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROBATE ATTORNEYS OF SAN DIEGO
ReturnHeader/Filer/BusinessNameControlTxt0PROB
ReturnHeader/Filer/EIN0455534192
ReturnHeader/Filer/PhoneNum06192328377
ReturnHeader/Filer/USAddress/AddressLine1Txt01550 HOTEL CIR N 300
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464093629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kreml Williams & Dunham LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 Pier View Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092054
ReturnHeader/PreparerPersonGrp/PhoneNum07605471447
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY M WILLIAMS CPA
ReturnHeader/ReturnTs02025-05-08T11:15:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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