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Professional Fiduciary Association Of California

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.73M (2023)

Expenses
$1.68M (2023)

Total Assets
$1.15M (2023)

Total Liabilities
$482k (2023)

Source: Form 990 tax filings from 2011 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
$1,729,571
Expenses
$1,676,687
Net Income
$52,884
Net Assets
$668,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $331,549
19.2%
Program Services $1,389,460
80.3%
Investment Income $8,562
0.5%
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 $55,000
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $47,760
2.8%
Assets/Debt
Total Assets $1,150,532
Total Liabilities $482,313
Net Assets $668,219
Compensation
Key Employees and Officers Compensation Related Other
Amy Olsen (Executive Dir.) $55,000 $0 $0
Denise Klein (Director) $0 $0 $0
Heather Fisher (Director) $0 $0 $0
Michael Storz (Director) $0 $0 $0
Jean Mc Clune (Director) $0 $0 $0
Sharon Duncan (N. Region Pres) $0 $0 $0
Laurie Jamison (N. Region Dir) $0 $0 $0
Ron Miller (So. Region Pres) $0 $0 $0
Ronald Stoffers (S. Region Dir) $0 $0 $0
Marilyn Kriebel (San Diego Pres) $0 $0 $0
Maren Miller (San Diego Dir) $0 $0 $0
Barry White (Treasurer) $0 $0 $0
Susanna Starcevic (President) $0 $0 $0
Meredith Taylor (Past President) $0 $0 $0
Janice Kittredge (Vice President) $0 $0 $0
Monique Cain (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,511,517
Expenses
$1,510,158
Net Income
$1,359
Net Assets
$592,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,889
0.3%
Program Services $1,470,129
97.3%
Investment Income $6,359
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $30,140
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,072,554
Total Liabilities $480,154
Net Assets $592,400
Compensation
Key Employees and Officers Compensation Related Other
Meredith Taylor (President) $0 $0 $0
Leandra Mccormick (Past President) $0 $0 $0
Michael Storz (Secretary) $0 $0 $0
Janice Kittredge (Treasurer) $0 $0 $0
Heather Fisher (Dir At Large) $0 $0 $0
Joyce Anthony (Dir At Large) $0 $0 $0
Jean Mcclune (Dir At Large) $0 $0 $0
Sharon Duncan (Pres (North)) $0 $0 $0
Laurie Jamison (Dir (North)) $0 $0 $0
Aaron Jacobs (Dir At Large) $0 $0 $0
Nancy Howland (Dir (South)) $0 $0 $0
Marilyn Kriebel (Pres (S Diego)) $0 $0 $0
Susanna Starcevic (Vice President) $0 $0 $0
Ron Miller (Pres (South)) $0 $0 $0
Maren Miller (Dir (S Diego)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,304,125
Expenses
$1,383,433
Net Income
-$79,308
Net Assets
$639,402
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,460
0.6%
Program Services $1,250,588
95.9%
Investment Income $6,028
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $40,049
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,068,410
Total Liabilities $429,008
Net Assets $639,402
Compensation
Key Employees and Officers Compensation Related Other
Meredith Taylor (President) $0 $0 $0
Leandra Mccormick (Past President) $0 $0 $0
Michael Storz (Secretary) $0 $0 $0
Janice Kittredge (Treasurer) $0 $0 $0
Heather Fisher (Dir At Large) $0 $0 $0
Joyce Anthony (Dir At Large) $0 $0 $0
Jean Mcclune (Dir At Large) $0 $0 $0
Sharon Duncan (Pres (North)) $0 $0 $0
Laurie Jamison (Dir (North)) $0 $0 $0
Aaron Jacobs (Dir At Large) $0 $0 $0
Nancy Howland (Dir (South)) $0 $0 $0
Marilyn Kriebel (Pres (S Diego)) $0 $0 $0
Susanna Starcevic (Vice President) $0 $0 $0
Ron Miller (Pres (South)) $0 $0 $0
Maren Miller (Dir (S Diego)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$795,930
Expenses
$711,018
Net Income
$84,912
Net Assets
$704,250
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,817
0.5%
Program Services $744,150
93.5%
Investment Income $5,579
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $42,384
5.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,134,807
Total Liabilities $430,557
Net Assets $704,250
Compensation
Key Employees and Officers Compensation Related Other
Elaine Watrous (Treasurer) $0 $0 $0
Mark Olson (President) $0 $0 $0
Leandra Mccormick (Vice President) $0 $0 $0
Michael Storz (Secretary) $0 $0 $0
Janice Kittredge (Dir At Large) $0 $0 $0
Donna Bogdanovich (Dir At Large) $0 $0 $0
Joyce Anthony (Dir At Large) $0 $0 $0
Jean Mcclune (Pres (North)) $0 $0 $0
Julie Sugita (Past President) $0 $0 $0
Laurie Jamison (Dir (North)) $0 $0 $0
Aaron Jacobs (Pres (South)) $0 $0 $0
Nancy Howland (Dir (South)) $0 $0 $0
Marilyn Kriebel (Pres (S Diego)) $0 $0 $0
Susanna Starcevic (Dir (S Diego)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,222,650
Expenses
$1,315,098
Net Income
-$92,448
Net Assets
$594,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $986,739
80.7%
Investment Income $8,032
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $227,879
18.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $916,532
Total Liabilities $322,487
Net Assets $594,045
Compensation
Key Employees and Officers Compensation Related Other
Joyce Anthony (Dir At Large) $0 $0 $0
Nancy Howland (Dir (South)) $0 $0 $0
Julie Sugita (Past President) $0 $0 $0
Elaine Watrous (Treasurer) $0 $0 $0
Aaron Jacobs (Pres (South)) $0 $0 $0
Marilyn Kriebel (Pres (S Diego)) $0 $0 $0
Jean Mcclune (Pres (North)) $0 $0 $0
Janice Kittredge (Dir At Large) $0 $0 $0
Laurie Jamison (Dir (North)) $0 $0 $0
Leandra Mccormick (Vice President) $0 $0 $0
Donna Bogdanovich (Dir At Large) $0 $0 $0
Michael Storz (Secretary) $0 $0 $0
Mark Olson (President) $0 $0 $0
Susanna P Starcevic (Dir (S Diego)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$963,288
Expenses
$980,526
Net Income
-$17,238
Net Assets
$660,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $736,891
76.5%
Investment Income $7,375
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,065
2.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $198,957
20.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,045,118
Total Liabilities $385,009
Net Assets $660,109
Compensation
Key Employees and Officers Compensation Related Other
Tom Behr Esq (Pres (S Diego)) $0 $0 $0
Susan Ghormley (Past President) $0 $0 $0
Julie Sugita (Vice President) $0 $0 $0
Marlene Dennis (Pres (South)) $0 $0 $0
Donna Verna (President) $0 $0 $0
Meredith Taylor (Pres (North)) $0 $0 $0
Stella Shvil (Dir At Large) $0 $0 $0
Patricia Fister (Dir At Large) $0 $0 $0
Leandra Mccormick (Treasurer) $0 $0 $0
Donna Bogdanovich (Dir (South)) $0 $0 $0
Leslie Byrne (Dir At Large) $0 $0 $0
Michael Storz (Dir (North)) $0 $0 $0
Mark Olson (Secretary) $0 $0 $0
Susanna P Starcevic (Dir (S Diego)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,013,291
Expenses
$913,492
Net Income
$99,799
Net Assets
$696,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $759,494
75.0%
Investment Income $6,761
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,045
1.8%
Sales of Assets $11,423
1.1%
Net Inventory Sales $0
Other Revenue $217,568
21.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $887,730
Total Liabilities $191,182
Net Assets $696,548

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$935,200
Expenses
$860,485
Net Income
$74,715
Net Assets
$590,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $713,386
76.3%
Investment Income $12,020
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,395
2.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $185,399
19.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $827,277
Total Liabilities $236,751
Net Assets $590,526
Compensation
Key Employees and Officers Compensation Related Other
Rita D Michael (President) $0 $0 $0
Susan Ghormley (Vice President) $0 $0 $0
Lori Hefner (Secretary) $0 $0 $0
John L Cooper (Treasurer) $0 $0 $0
Joyce Anthony (Past President) $0 $0 $0
Donna Verna (Pres (North)) $0 $0 $0
Meredith Taylor (Dir (North)) $0 $0 $0
Julie Sugita (Pres (S Diego)) $0 $0 $0
Gail Sparhawk (Dir (S Diego)) $0 $0 $0
Leandra Mccormick (Pres (South)) $0 $0 $0
Donna Bogdanovich (Dir (South)) $0 $0 $0
Dusty White (Vp (North)) $0 $0 $0
Jessica Britt (Secy (North)) $0 $0 $0
Gloria Kosbie (Treas (North)) $0 $0 $0
Ronald Dicken (Pres (Cen Joaq)) $0 $0 $0
Franza Giffen (Pres (E Bay)) $0 $0 $0
Karen Fisher (Vp (E Bay)) $0 $0 $0
Diana Lowe (Secy (E Bay)) $0 $0 $0
Noel Parker (Treas (E Bay)) $0 $0 $0
Michael Storz (F Memb (Placer)) $0 $0 $0
Joanne Stine (F Memb (Placer)) $0 $0 $0
Lori Cochrane (F Memb (Placer)) $0 $0 $0
Debra Rose (Pres (Sacmnto)) $0 $0 $0
Mark Olson (Pres (S Joaq)) $0 $0 $0
T Anne Lasshan (Pres (S Mateo)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$918,190
Expenses
$825,554
Net Income
$92,636
Net Assets
$511,841
Notable Sources of Revenue Percent of Total Revenue
Contributions $840
0.1%
Program Services $715,058
77.9%
Investment Income $6,984
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,107
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $175,201
19.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $695,988
Total Liabilities $184,147
Net Assets $511,841
Compensation
Key Employees and Officers Compensation Related Other
Joyce Anthony (President) $0 $0 $0
Rita D Michael (Vice President) $0 $0 $0
John L Cooper (Secretary) $0 $0 $0
Gary Loebner (Treasurer) $0 $0 $0
Marilyn Bessey (Past President) $0 $0 $0
Donna Verna (Pres (North)) $0 $0 $0
Dusty White (Vp (North)) $0 $0 $0
Meredith Taylor (Dir (North)) $0 $0 $0
Jessica Britt (Secy (North)) $0 $0 $0
Gloria Kosbie (Treas (North)) $0 $0 $0
Ronald Dicken (Pres (San Joaq)) $0 $0 $0
John Balquist (Pres (East Bay)) $0 $0 $0
Franza Giffen (Vp (East Bay)) $0 $0 $0
Diana Lowe (Secy (East Bay)) $0 $0 $0
Noel Parker (Treas (East Bay) $0 $0 $0
Susie Below (Pres (Feather)) $0 $0 $0
Michael Storz (Fnding (Placer)) $0 $0 $0
Joanne Stine (Fnding (Placer)) $0 $0 $0
Lori Cochrane (Fnding (Placer)) $0 $0 $0
Debra Rose (Pres (Sacra)) $0 $0 $0
Aishlin O'coyle (Pres (S Fran)) $0 $0 $0
Michael O'connor (Secy (S Fran)) $0 $0 $0
Karen Smith (Treas (S Fran)) $0 $0 $0
Mark Olson (Pres (S Joaq)) $0 $0 $0
T Anne Lasshan (Pres (S Mateo)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$842,774
Expenses
$902,540
Net Income
-$59,766
Net Assets
$426,632
Notable Sources of Revenue Percent of Total Revenue
Contributions $600
0.1%
Program Services $688,647
81.7%
Investment Income $6,161
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $673
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $146,693
17.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $533,200
Total Liabilities $106,568
Net Assets $426,632
Compensation
Key Employees and Officers Compensation Related Other
Joyce Anthony (Vp/Secretary) $0 $0 $0
Rita D Michael (Dir/Secretary) $0 $0 $0
John L Cooper (Secretary) $0 $0 $0
Gary Loebner (Treasurer) $0 $0 $0
Marilyn Bessey (President) $0 $0 $0
Meredith Taylor (North Reg Dir) $0 $0 $0
Jeannette Servin (Director) $0 $0 $0
Beverly Brito (Director) $0 $0 $0
Scott Phipps (Past President) $0 $0 $0
Leslie Byrne (Director) $0 $0 $0
Debra Dolch (Director) $0 $0 $0
James Sullivan (Director) $0 $0 $0
Norine Boehmer (Director) $0 $0 $0
William Gamble (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$714,149
Expenses
$716,463
Net Income
-$2,314
Net Assets
$475,822
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $566,931
79.4%
Investment Income $32,723
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $114,495
16.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $615,789
Total Liabilities $139,967
Net Assets $475,822

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$665,643
Expenses
$642,780
Net Income
$22,863
Net Assets
$478,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $530,881
79.8%
Investment Income $9,695
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $125,067
18.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $553,514
Total Liabilities $75,378
Net Assets $478,136

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$650,263
Expenses
$576,407
Net Income
$73,856
Net Assets
$455,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $501,934
77.2%
Investment Income $11,568
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $136,761
21.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $509,703
Total Liabilities $54,430
Net Assets $455,273

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

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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