Civic Intelligence

Professional Fiduciary Association

EIN 68-0222226 • 501(c)6 • Aliso Viejo, CA

Profile

The purposes of the Professional Fiduciary Association of California are to: Promote high standards of ethics and practice; maintain high qualifications for membership;require and provide continuing education; enhance awareness of and respect for the Professional Fiduciary Association of California and its members; contribute to the development and support of effective regulation, legislation and licensing; promote communication among members to share resources; mentor new members.

120 Vantis Third FloorAliso Viejo, CA 92656

www.pfac-pro.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.46x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.44x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

60th percentile

$168,202

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

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

Asset Growth

94th percentile

42%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

29th percentile

-1.3%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Up

$1,072,554

Up $4,144 (+0.4%) from 2021

Liabilities

Up

$480,154

Up $51,146 (+12%) from 2021

Net Assets

Down

$592,400

Down $47,002 (-7.4%) from 2021

Revenue

Up

$1,511,517

Up $207,392 (+16%) from 2021

Expenses

Up

$1,510,158

Up $126,725 (+9.2%) from 2021

Net Income

Up

$1,359

Up $80,667 (+102%) from 2021

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $533,200Liabilities 2014: $106,568Net Assets 2014: $426,6322014Assets 2015: $695,988Liabilities 2015: $184,147Net Assets 2015: $511,8412015Assets 2018: $1,045,118Liabilities 2018: $385,009Net Assets 2018: $660,1092018Assets 2020: $1,134,807Liabilities 2020: $430,557Net Assets 2020: $704,2502020Assets 2021: $1,068,410Liabilities 2021: $429,008Net Assets 2021: $639,4022021Assets 2022: $1,072,554Liabilities 2022: $480,154Net Assets 2022: $592,4002022

Highlighted filing

2022

Assets$1,072,554
Liabilities$480,154
Net Assets$592,400

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $842,774Expenses 2014: $902,540Net Income 2014: -$59,7662014Revenue 2015: $918,190Expenses 2015: $825,554Net Income 2015: $92,6362015Revenue 2018: $963,288Expenses 2018: $980,526Net Income 2018: -$17,2382018Revenue 2020: $795,930Expenses 2020: $711,018Net Income 2020: $84,9122020Revenue 2021: $1,304,125Expenses 2021: $1,383,433Net Income 2021: -$79,3082021Revenue 2022: $1,511,517Expenses 2022: $1,510,158Net Income 2022: $1,3592022

Highlighted filing

2022

Revenue$1,511,517
Expenses$1,510,158
Net Income$1,359

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$1,511,517
Mission and Program Overview

Mission

The purposes of the Professional Fiduciary Association of California are to: Promote high standards of ethics and practice; maintain high qualifications for membership;require and provide continuing education; enhance awareness of and respect for the Professional Fiduciary Association of California and its members; contribute to the development and support of effective regulation, legislation and licensing; promote communication among members to share resources; mentor new members.

To provide information to the membership on developments likely to affect the fiduciary, provide continuing education and promote minimum standards in the administation of conservatorships, guardianships, trusts, estates and durable powers of attorney.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$526,998$462,781▼ $64,217
Cash and Non-Interest-Bearing Accounts$259,658$346,746▲ $87,088
Investments in Publicly Traded Securities$281,754$263,018▼ $18,736
Accounts Receivable-$9-
Total Assets$1,068,410$1,072,554▲ $4,144
Liabilities
Deferred Revenue$429,008$478,313▲ $49,305
Accounts Payable and Accrued Expenses-$1,841-
Total Liabilities$429,008$480,154▲ $51,146
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$639,402$592,400▼ $47,002
Total Net Assets Fund Balance$639,402$592,400▼ $47,002
Total Liabilities and Net Assets / Fund Balance$1,068,410$1,072,554▲ $4,144
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leandra MccormickPast President
Meredith TaylorPresident
Susanna StarcevicVice President
Laurie JamisonDirector (north)
Maren MillerDirector (s Diego)
Nancy HowlandDirector (south)
Aaron JacobsDirector at Large
Heather FisherDirector at Large
Jean MccluneDirector at Large
Joyce AnthonyDirector at Large
Sharon DuncanPres (north)
Marilyn KriebelPres (s Diego)
Ron MillerPres (south)
Michael StorzSecretary
Janice KittredgeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Olsen & Associates LLCManagement8 WHATNEY SUITE 125, Irvine, CA 92618$432,190
Revenue and Support

Revenue Composition

Contributions and Grants
$4,889
Program Service Revenue
$1,470,129
Investment Income
$6,359
Other Revenue
$30,140
All Other Contributions
$4,889
Change in Net Assets
$1,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,510,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$649,419$71,024-$720,443
Fees for Services Management-$352,190-$352,190
Fees for Services Lobbying$54,456--$54,456
All Other Expenses$6,001$30,275-$36,276
Travel-$33,051-$33,051
Other Expenses$22,535$40,754-$22,535
Advertising$14,641--$14,641
Insurance-$5,854-$5,854
Office Expenses-$3,482-$3,482
Fees for Services Accounting-$3,000-$3,000
Fees for Service Investment Mgmnt Fees-$1,278-$1,278
Fees for Services Legal-$655-$655
Total Functional Expenses$968,595$541,563$0$1,510,158
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$54,456
Total Nondeductible Lobbying and Political Cost$54,456
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Line 3 explanation - a professional management company is engaged to collect dues and organize conferences and meetings.

Form 990, Part VI, Section A, Line 6

Line 6 explanation - payment of annual membership dues entitles the member a vote for members of the governing body.

Form 990, Part VI, Section A, Line 7A

Line 7a explanation - members, charter members, associate members and emeritus members in good standing shall be entitled to vote. Members in good standing of those four classes shall have the right to vote for the election of officers and directors as set forth in the by-laws and on such other matters to the extent required by the california corporations code, including without limitation on disposition of all or substantially all of the corporation's assets other than in the usual and regular course of the corporation's activities, on the principal terms of a merger of the corporation and any changes in such principal terms and on an election to dissolve the corporation. No members of any member class other than the four mentioned shall have the right to vote on any matter. Only general members, charter members and emeritus

Form 990, Part VI, Section A, Line 7B

Line 7b explanation - governing body decisions subject to approval by membership.

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

Line 11b explanation - outside cpa has prepared 990 and reviewed with management company before filing.

Form 990, Part VI, Section B, Line 15A

A committee compares competitive rates and a committee makes the decision on engagement of a management company.

Form 990, Part VI, Section C, Line 18

Members have access to policies and procedures through the website.

Form 990, Part VI, Section C, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Professional Fiduciary Association
EIN
68-0222226
Phone
9496818046
Address
120 VANTIS THIRD FLOOR, ALISO VIEJO, CA 92656

Signing Officer

Name
Janice Kittredge
Title
Treasurer
Phone
9496818046
Signed
2023-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Kittredge
Formed
1990
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Bpm Llp
Address
5000 E SPRING STREET SUITE 200, LONG BEACH, CA 90815-5215
Preparer
Cynthia Schoelen
Phone
5624203100
Raw XML AppendixShowing 400 of 434 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01841
IRS990/AccountsReceivableGrp/EOYAmt09
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE INFORMATION TO THE MEMBERSHIP ON DEVELOPMENTS LIKELY TO AFFECT THE FIDUCIARY, PROVIDE CONTINUING EDUCATION AND PROMOTE MINIMUM STANDARDS IN THE ADMINISTATION OF CONSERVATORSHIPS, GUARDIANSHIPS, TRUSTS, ESTATES AND DURABLE POWERS OF ATTORNEY.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ProgramServicesAmt014641
IRS990/AdvertisingGrp/TotalAmt014641
IRS990/AllOtherContributionsAmt04889
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt030275
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06001
IRS990/AllOtherExpensesGrp/TotalAmt036276
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY OLSEN
IRS990/BooksInCareOfDetail/PhoneNum09496818046
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0120 VANTIS THIRD FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALISO VIEJO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092656
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0259658
IRS990/CashNonInterestBearingGrp/EOYAmt0346746
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt071024
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0649419
IRS990/ConferencesMeetingsGrp/TotalAmt0720443
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0432190
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08 WHATNEY SUITE 125
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0IRVINE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092618
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0OLSEN & ASSOCIATES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04889
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06359
IRS990/CYOtherExpensesAmt01510158
IRS990/CYOtherRevenueAmt030140
IRS990/CYProgramServiceRevenueAmt01470129
IRS990/CYRevenuesLessExpensesAmt01359
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01510158
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01511517
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0429008
IRS990/DeferredRevenueGrp/EOYAmt0478313
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PFAC IS COMMITTED TO PROVIDE INFORMATION TO THE MEMBERSHIP ON ECONOMIC, SOCIAL AND POLITICAL DEVELOPMENTS LIKELY TO AFFECT THE PROFESSIONAL FIDUCIARY; TO PROVIDE CONTINUING EDUCATION AND PROMOTE MINIMUM STANDARDS IN THE ADMINISTRATION OF CONSERVATORSHIPS, GUARDIANSHIPS, TRUSTS, ESTATES AND DURABLE POWERS OF ATTORNEY; TO BUILD AND MAINTAIN AWARENESS OF THIS ASSOCIATION AMONG FAMILIES, ATTORNEYS, PROBATE COURTS OFFICIALS, VARIOUS CITY AND COUNTY AGENCIES, AND AMONG PRESENT AND POTENTIAL FIDUCIARIES; TO PROVIDE ADVOCACY WITH THE STATE LEGISLATURE; AND TO COOPERATE WITH THE COURTS OF THIS STATE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0968595
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0655
IRS990/FeesForServicesLegalGrp/TotalAmt0655
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt054456
IRS990/FeesForServicesLobbyingGrp/TotalAmt054456
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0352190
IRS990/FeesForServicesManagementGrp/TotalAmt0352190
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01278
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01278
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0MEREDITH TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm1LEANDRA MCCORMICK
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL STORZ
IRS990/Form990PartVIISectionAGrp/PersonNm3JANICE KITTREDGE
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOYCE ANTHONY
IRS990/Form990PartVIISectionAGrp/PersonNm6JEAN MCCLUNE
IRS990/Form990PartVIISectionAGrp/PersonNm7SHARON DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm8LAURIE JAMISON
IRS990/Form990PartVIISectionAGrp/PersonNm9AARON JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm10NANCY HOWLAND
IRS990/Form990PartVIISectionAGrp/PersonNm11MARILYN KRIEBEL
IRS990/Form990PartVIISectionAGrp/PersonNm12SUSANNA STARCEVIC
IRS990/Form990PartVIISectionAGrp/PersonNm13RON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm14MAREN MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRES (NORTH)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR (NORTH)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIR (SOUTH)
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRES (S DIEGO)
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRES (SOUTH)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR (S DIEGO)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01511517
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05854
IRS990/InsuranceGrp/TotalAmt05854
IRS990/InvestmentIncomeGrp/ExclusionAmt06359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06359
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0281754
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0263018
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE INFORMATION TO THE MEMBERSHIP ON DEVELOPMENTS LIKELY TO AFFECT THE FIDUCIARY, PROVIDE CONTINUING EDUCATION AND PROMOTE MINIMUM STANDARDS IN THE ADMINISTATION OF CONSERVATORSHIPS, GUARDIANSHIPS, TRUSTS, ESTATES AND DURABLE POWERS OF ATTORNEY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0639402
IRS990/NetAssetsOrFundBalancesEOYAmt0592400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-48361
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0639402
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0592400
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03482
IRS990/OfficeExpensesGrp/TotalAmt03482
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CHAPTER EXPENSES
IRS990/OtherExpensesGrp/Desc1WEBINAR PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3FIDUCIARY ACADEMY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040754
IRS990/OtherExpensesGrp/ProgramServicesAmt0112095
IRS990/OtherExpensesGrp/ProgramServicesAmt1109448
IRS990/OtherExpensesGrp/ProgramServicesAmt222535
IRS990/OtherExpensesGrp/TotalAmt0112095
IRS990/OtherExpensesGrp/TotalAmt1109448
IRS990/OtherExpensesGrp/TotalAmt240754
IRS990/OtherExpensesGrp/TotalAmt322535
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0NEWSLETTER ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt029950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1190
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt029950
IRS990/OtherRevenueTotalAmt030140
IRS990/PartialLiquidationInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANICE KITTREDGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc2WEBINAR FEES
IRS990/ProgramServiceRevenueGrp/Desc3FIDUCIARY ACADEMY
IRS990/ProgramServiceRevenueGrp/Desc4CHAPTER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0808227
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1245260
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2157820
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3154294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4104528
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0808227
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1245260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2157820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3154294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4104528
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07460
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06028
IRS990/PYOtherExpensesAmt01383433
IRS990/PYOtherRevenueAmt040049
IRS990/PYProgramServiceRevenueAmt01250588
IRS990/PYRevenuesLessExpensesAmt0-79308
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01383433
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01304125
IRS990/ReconcilationRevenueExpnssAmt01359
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01470129
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0526998
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0462781
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt073578
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0245260
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt054456
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt054456
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-19122
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 3 EXPLANATION - A PROFESSIONAL MANAGEMENT COMPANY IS ENGAGED TO COLLECT DUES AND ORGANIZE CONFERENCES AND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 6 EXPLANATION - PAYMENT OF ANNUAL MEMBERSHIP DUES ENTITLES THE MEMBER A VOTE FOR MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 7A EXPLANATION - MEMBERS, CHARTER MEMBERS, ASSOCIATE MEMBERS AND EMERITUS MEMBERS IN GOOD STANDING SHALL BE ENTITLED TO VOTE. MEMBERS IN GOOD STANDING OF THOSE FOUR CLASSES SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF OFFICERS AND DIRECTORS AS SET FORTH IN THE BY-LAWS AND ON SUCH OTHER MATTERS TO THE EXTENT REQUIRED BY THE CALIFORNIA CORPORATIONS CODE, INCLUDING WITHOUT LIMITATION ON DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS OTHER THAN IN THE USUAL AND REGULAR COURSE OF THE CORPORATION'S ACTIVITIES, ON THE PRINCIPAL TERMS OF A MERGER OF THE CORPORATION AND ANY CHANGES IN SUCH PRINCIPAL TERMS AND ON AN ELECTION TO DISSOLVE THE CORPORATION. NO MEMBERS OF ANY MEMBER CLASS OTHER THAN THE FOUR MENTIONED SHALL HAVE THE RIGHT TO VOTE ON ANY MATTER. ONLY GENERAL MEMBERS, CHARTER MEMBERS AND EMERITUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 7B EXPLANATION - GOVERNING BODY DECISIONS SUBJECT TO APPROVAL BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LINE 11B EXPLANATION - OUTSIDE CPA HAS PREPARED 990 AND REVIEWED WITH MANAGEMENT COMPANY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COMMITTEE COMPARES COMPETITIVE RATES AND A COMMITTEE MAKES THE DECISION ON ENGAGEMENT OF A MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERS HAVE ACCESS TO POLICIES AND PROCEDURES THROUGH THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01068410
IRS990/TotalAssetsEOYAmt01072554
IRS990/TotalAssetsGrp/BOYAmt01068410
IRS990/TotalAssetsGrp/EOYAmt01072554
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04889
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0541563
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0968595
IRS990/TotalFunctionalExpensesGrp/TotalAmt01510158
IRS990/TotalGrossUBIAmt029950
IRS990/TotalLiabilitiesBOYAmt0429008
IRS990/TotalLiabilitiesEOYAmt0480154
IRS990/TotalLiabilitiesGrp/BOYAmt0429008
IRS990/TotalLiabilitiesGrp/EOYAmt0480154
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0639402
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0592400
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0968595
IRS990/TotalProgramServiceRevenueAmt01470129
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06549
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01470129
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01511517
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt029950
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01068410
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01072554
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt033051
IRS990/TravelGrp/TotalAmt033051
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0120 VANTIS THIRD FLOOR
IRS990/USAddress/CityNm0ALISO VIEJO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092656
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.PFAC-PRO.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • $1M-$5M nonprofits