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Probate Attorneys Of San Diego

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Employment, Job-Related / Professional Societies, Associations (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$232k (2023)

Expenses
$165k (2023)

Total Assets
$377k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$231,730
Expenses
$165,042
Net Income
$66,688
Net Assets
$377,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $231,730
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $17,811
10.8%
Assets/Debt
Total Assets $377,266
Total Liabilities $0
Net Assets $377,266
Compensation
Key Employees and Officers Compensation Related Other
Scott Ingold (Director) $0 $0 $0
Laurie Barber (Director) $0 $0 $0
Merrianne Dean (Director) $0 $0 $0
Rose Huelskamp (Director) $0 $0 $0
Mary Cataldo (Director) $0 $0 $0
Monique Matosian Bharucha (Director) $0 $0 $0
Catherine Swafford (Director) $0 $0 $0
Shannon Montisano (President & Ceo) $0 $0 $0
Robert Dieringer (Secretary) $0 $0 $0
Margaret Herring (Treasurer) $0 $0 $0
Gina Stein (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,335
Expenses
$121,671
Net Income
$84,664
Net Assets
$310,578
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $206,335
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $22,740
18.7%
Assets/Debt
Total Assets $310,578
Total Liabilities $0
Net Assets $310,578
Compensation
Key Employees and Officers Compensation Related Other
Scott Ingold (Director) $0 $0 $0
Laurie Barber (Director) $0 $0 $0
Merrianne Dean (Director) $0 $0 $0
Rose Huelskamp (Director) $0 $0 $0
Larisa Wilmert (Director) $0 $0 $0
Monique Matosian Bharucha (Director) $0 $0 $0
Catherine Swafford (Director) $0 $0 $0
Shannon Taylor (President & Ceo) $0 $0 $0
Robert Dieringer (Secretary) $0 $0 $0
Margaret Herring (Treasurer) $0 $0 $0
Gina Stein (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$158,127
Expenses
$95,716
Net Income
$62,411
Net Assets
$225,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $110,712
70.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $225,914
Total Liabilities $0
Net Assets $225,914
Compensation
Key Employees and Officers Compensation Other
Shannon Montisano (President & Ceo) $0 $0
Robert Dieringer (Secretary) $0 $0
Natalie Ortiz (Director) $0 $0
Laurie Barber (Director) $0 $0
Merrianne Dean (Director) $0 $0
Margaret Herring (Treasurer) $0 $0
Rose Huelskamp (Director) $0 $0
Larisa Wilmert (Director) $0 $0
Monique Matosian Bharucha (Director) $0 $0
Catherine Swafford (Director) $0 $0
Gina Stein (Vice President) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$136,819
Expenses
$75,418
Net Income
$61,401
Net Assets
$163,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $94,374
69.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $163,503
Total Liabilities $0
Net Assets $163,503
Compensation
Key Employees and Officers Compensation Other
Hilary Vrem (Director) $0 $0
Shannon Montisano (President & Ceo) $0 $0
Robert Dieringer (Secretary) $0 $0
Craig Lambourne (Director) $0 $0
Laurie Barber (Director) $0 $0
Merrianne Dean (Director) $0 $0
Margaret Herring (Cfo) $0 $0
Rose Huelskamp Serrano (Director) $0 $0
Larisa Wilmert (Director) $0 $0
Monique Matosian Bharucha (Director) $0 $0
Jeremy Moffit (Director) $0 $0
Gina Stein (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$191,051
Expenses
$153,695
Net Income
$37,356
Net Assets
$102,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $147,124
77.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $102,102
Total Liabilities $0
Net Assets $102,102
Compensation
Key Employees and Officers Compensation Other
Hilary Vrem (Director) $0 $0
Shannon Montisano (President & Ceo) $0 $0
Robert Dieringer (Secretary) $0 $0
Craig Lambourne (Director) $0 $0
Laurie Barber (Director) $0 $0
Merrianne Dean (Director) $0 $0
Margaret Herring (Cfo) $0 $0
Rose Huelskamp Serrano (Director) $0 $0
Larisa Wilmert (Director) $0 $0
Monique Matosian Bharucha (Director) $0 $0
Jeremy Moffit (Director) $0 $0
Gina Stein (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$140,790
Expenses
$160,606
Net Income
-$19,816
Net Assets
$59,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,615
43.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $59,535
Total Liabilities $0
Net Assets $59,535
Compensation
Key Employees and Officers Compensation Other
Hilary Vrem (President) $0 $0
Shannon Montisano (Vice President) $0 $0
Robert Dieringer (Secretary) $0 $0
Craig Lambourne (Treasurer) $0 $0
Laurie Barber (Director) $0 $0
Merrianne Dean (Director) $0 $0
Margaret Herring (Director) $0 $0
Rose Huelskamp Serrano (Director) $0 $0
Larisa Wilmert (Director) $0 $0
Monique Matosian Bharucha (Director) $0 $0
Jeremy Moffit (Director) $0 $0
Gina Stein (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$107,721
Expenses
$94,166
Net Income
$13,555
Net Assets
$79,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $95,676
88.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $79,351
Total Liabilities $0
Net Assets $79,351
Compensation
Key Employees and Officers Compensation Other
Gary Jander (President) $0 $0
Merrianne Dean (Vice President) $0 $0
Robert Dieringer (Secretary) $0 $0
Craig Lambourne (Treasurer) $0 $0
Shannon Montisano (Director) $0 $0
Timothy Riley (Director) $0 $0
Kevin Kravets (Director) $0 $0
Jerilyn Jones (Director) $0 $0
Phil Lindsley (Director) $0 $0
Hilary Vrem (Director) $0 $0
Gina Stein (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,598
Expenses
$65,443
Net Income
$9,155
Net Assets
$65,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,803
80.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,796
Total Liabilities $0
Net Assets $65,796
Compensation
Key Employees and Officers Compensation Other
Gary Jander (President) $0 $0
Merrianne Dean (Vice President) $0 $0
Robert Dieringer (Secretary) $0 $0
Nancy Kaupp Ewin (Treasurer) $0 $0
Shannon Montisano (Director) $0 $0
Timothy Riley (Director) $0 $0
Kevin Kravets (Director) $0 $0
Jerilyn Jones (Director) $0 $0
Phil Lindsley (Director) $0 $0
Hilary Vrem (Director) $0 $0
Craig Lambourne (Director) $0 $0
Gina Stein (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,981
Expenses
$43,919
Net Income
$13,062
Net Assets
$56,641
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,430
97.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $56,641
Total Liabilities $0
Net Assets $56,641
Compensation
Key Employees and Officers Compensation Other
Gary Jander (President) $0 $0
Merrianne Dean (Vice President) $0 $0
Robert Dieringer (Secretary) $0 $0
Nancy Kaupp Ewin (Treasurer) $0 $0
Shannon Montisano (Director) $0 $0
Timothy Riley (Director) $0 $0
Kevin Kravets (Director) $0 $0
Jerilyn Jones (Director) $0 $0
Phil Lindsley (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,196
Expenses
$32,890
Net Income
$8,306
Net Assets
$30,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $45
0.1%
Program Services $34,290
83.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $43,579
Total Liabilities $13,465
Net Assets $30,114
Compensation
Key Employees and Officers Compensation Other
Gary Jander (President) $0 $0
Merrianne Dean (Vice President) $0 $0
Brad Lovelace (Secretary) $0 $0
Nancy Kaupp Ewin (Treasurer) $0 $0
Shannon Montisano (Director) $0 $0
Timothy Riley (Director) $0 $0
Kevin Kravets (Director) $0 $0
Jerilyn Jones (Director) $0 $0
Phil Lindsley (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,385
Expenses
$17,951
Net Income
$16,434
Net Assets
$21,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,808
Total Liabilities $0
Net Assets $21,808

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$8,296
Expenses
$2,922
Net Income
$5,374
Net Assets
$5,374
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $5,374
Total Liabilities $0
Net Assets $5,374

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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