PROBATE ATTORNEYS OF SAN DIEGO

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Phone

6192328377

Tax Period

2025-01-01 to 2025-12-31

PROBATE ATTORNEYS OF SAN DIEGO, founded in 2012, is a small nonprofit in the Employment sector that reported $317K in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 22% operating margin.

Mission

TO SERVE THE PUBLIC AND THE LEGAL PROFESSION BY ENHANCING THE PRACTICE OF LAW IN THE AREAS OF TRUST AND ESTATES, CONSERVATORSHIPS, GUARDIANSHIPS AND ELDER LAW TO PROMOTE JUSTICE, PROFESSIONAL EXCELLENCE AND RESPECT FOR THE LAW.

Program Service Accomplishments

Program 1

Expenses: $194,372

PROVIDE SEMINARS TO ENHANCE THE PROFESSIONAL EDUCATION OF THE ATTORNEYS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $317,081

Investment Income $0

Other Revenue $0

TOTAL REVENUE $317,081

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $29,539

Fundraising Expenses $0

Program Expenses $194,372

Other Expenses $213,559

TOTAL EXPENSES $248,098

Year-over-Year Comparison

	2025	2024	Change
Revenue	$317,081	$245,358	+0.3%
Expenses	$248,098	$221,133	+0.1%
Net Income	$68,983	$24,225	+1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT INGOLD	Director	5.00	Director	$0	$0	$0
LORI BOLANDER	Director	5.00	Director	$0	$0	$0
MERRIANNE DEAN	Director	5.00	Director	$0	$0	$0
ROSE HUELSKAMP	Director	5.00	Director	$0	$0	$0
RICSIE HERNANDEZ	Director	5.00	Director	$0	$0	$0
MONIQUE MATOSIAN-BHARUCHA	Director	10.00	Director	$0	$0	$0
CATHERINE SWAFFORD	Director	5.00	Director	$0	$0	$0
SHANNON TAYLOR	President & CEO	10.00	Officer	$0	$0	$0
ROBERT DIERINGER	Secretary	10.00	Officer	$0	$0	$0
MARGARET HERRING	Treasurer	10.00	Officer	$0	$0	$0
GINA STEIN	Vice President	10.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$317,081	$248,098	$470,474	$68,983
2024	$245,358	$221,133	$401,491	$24,225
2023	$231,730	$165,042	$377,266	$66,688
2022	$206,335	$121,671	$310,578	$84,664