Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
60th percentile
Higher top officer pay than 60% of similar nonprofits.
Top officer pay equals 9.9% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
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
Most recent year
2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| Leandra Mccormick | Past President |
| Meredith Taylor | President |
| Susanna Starcevic | Vice President |
| Laurie Jamison | Director (north) |
| Maren Miller | Director (s Diego) |
| Nancy Howland | Director (south) |
| Aaron Jacobs | Director at Large |
| Heather Fisher | Director at Large |
| Jean Mcclune | Director at Large |
| Joyce Anthony | Director at Large |
| Sharon Duncan | Pres (north) |
| Marilyn Kriebel | Pres (s Diego) |
| Ron Miller | Pres (south) |
| Michael Storz | Secretary |
| Janice Kittredge | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Olsen & Associates LLC | Management | 8 WHATNEY SUITE 125, Irvine, CA 92618 | $432,190 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $54,456 |
| Total Nondeductible Lobbying and Political Cost | $54,456 |
“Line 3 explanation - a professional management company is engaged to collect dues and organize conferences and meetings.”
“Line 6 explanation - payment of annual membership dues entitles the member a vote for members of the governing body.”
“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”
“Line 7b explanation - governing body decisions subject to approval by membership.”
“Line 11b explanation - outside cpa has prepared 990 and reviewed with management company before filing.”
“A committee compares competitive rates and a committee makes the decision on engagement of a management company.”
“Members have access to policies and procedures through the website.”
“No other documents available to the public.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1841 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 9 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 14641 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 14641 |
| IRS990/AllOtherContributionsAmt | 0 | 4889 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 30275 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 6001 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 36276 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | AMY OLSEN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9496818046 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 120 VANTIS THIRD FLOOR |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ALISO VIEJO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92656 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 259658 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 346746 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 71024 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 649419 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 720443 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 432190 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 8 WHATNEY SUITE 125 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | IRVINE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 92618 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | OLSEN & ASSOCIATES LLC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MANAGEMENT |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 4889 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 6359 |
| IRS990/CYOtherExpensesAmt | 0 | 1510158 |
| IRS990/CYOtherRevenueAmt | 0 | 30140 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1470129 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1359 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 1510158 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1511517 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 429008 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 478313 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PFAC 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/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 968595 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3000 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 655 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 655 |
| IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt | 0 | 54456 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 54456 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 352190 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 352190 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 1278 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1278 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MEREDITH TAYLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | LEANDRA MCCORMICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHAEL STORZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JANICE KITTREDGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | HEATHER FISHER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOYCE ANTHONY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JEAN MCCLUNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | SHARON DUNCAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | LAURIE JAMISON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | AARON JACOBS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | NANCY HOWLAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARILYN KRIEBEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | SUSANNA STARCEVIC |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | RON MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MAREN MILLER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PAST PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIR AT LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIR AT LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIR AT LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | PRES (NORTH) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIR (NORTH) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIR AT LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIR (SOUTH) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | PRES (S DIEGO) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | PRES (SOUTH) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIR (S DIEGO) |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1990 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1511517 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5854 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5854 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 6359 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 6359 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 281754 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 263018 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 639402 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 592400 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -48361 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 639402 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 592400 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 3482 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3482 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
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| IRS990/OtherExpensesGrp/Desc | 0 | CHAPTER EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | WEBINAR PROGRAM EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | CREDIT CARD FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | FIDUCIARY ACADEMY |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 112095 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 109448 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 22535 |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 109448 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 40754 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 22535 |
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| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 541800 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | NEWSLETTER ADVERTISING |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | OTHER INCOME |
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| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 190 |
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| IRS990/OtherRevenueTotalAmt | 0 | 30140 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
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| IRS990/ProgramServiceRevenueGrp/Desc | 3 | FIDUCIARY ACADEMY |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | LINE 3 EXPLANATION - A PROFESSIONAL MANAGEMENT COMPANY IS ENGAGED TO COLLECT DUES AND ORGANIZE CONFERENCES AND MEETINGS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | LINE 6 EXPLANATION - PAYMENT OF ANNUAL MEMBERSHIP DUES ENTITLES THE MEMBER A VOTE FOR MEMBERS OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | LINE 7B EXPLANATION - GOVERNING BODY DECISIONS SUBJECT TO APPROVAL BY MEMBERSHIP. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | LINE 11B EXPLANATION - OUTSIDE CPA HAS PREPARED 990 AND REVIEWED WITH MANAGEMENT COMPANY BEFORE FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | A COMMITTEE COMPARES COMPETITIVE RATES AND A COMMITTEE MAKES THE DECISION ON ENGAGEMENT OF A MANAGEMENT COMPANY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | MEMBERS HAVE ACCESS TO POLICIES AND PROCEDURES THROUGH THE WEBSITE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990/USAddress/CityNm | 0 | ALISO VIEJO |
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