Professional Fiduciary Association of California (EIN 680222226) - Form 990 Financial Analysis & Trantor Score

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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

1990

Legal Domicile

Principal Officer

Amy Olsen

Phone

9496818046

Tax Period

2024-01-01 to 2024-12-31

Professional Fiduciary Association of California, founded in 1990, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 12% surplus.

Mission

Provide education to professional fiduciaries; provide information likely to affect professional fiduciaries; and facilitate networking between professional fiduciaries and their service providers.

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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 (2024)

Revenue Breakdown

Contributions & Grants $301,098

Program Service Revenue $1,392,622

Investment Income $13,214

Other Revenue $0

TOTAL REVENUE $1,706,934

Expense Breakdown

Grants Paid $0

Salaries & Benefits $356,437

Fundraising Expenses $0

Program Expenses $1,381,153

Other Expenses $1,152,947

TOTAL EXPENSES $1,509,384

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,706,934	$1,729,571	0.0%
Expenses	$1,509,384	$1,676,687	-0.1%
Net Income	$197,550	$52,884	+2.7%

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

$168,202

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Olsen	Executive Dir.	40.00	Officer	$168,202	$0	$168,202
LeAndra McCormick	Director	2.00	Director	$0	$0	$0
Denise Klein	Director	2.00	Director	$0	$0	$0
Patricia Garcia	San Diego Dir	2.00	Director	$0	$0	$0
Renee Kowalik-Moss	Director	2.00	Director	$0	$0	$0
Monica Ramos	N. Region Pres	2.00	Director	$0	$0	$0
Laurie Jamison	N. Region Dir	2.00	Director	$0	$0	$0
Rich Barsumian	So. Region Pres	2.00	Director	$0	$0	$0
Ronald Stoffers	S. Region Dir	2.00	Director	$0	$0	$0
Marilyn Kriebel	Director	2.00	Director	$0	$0	$0
Maren Miller	San Diego Presi	2.00	Director	$0	$0	$0
John Cooper	Treasurer	2.00	Officer	$0	$0	$0
Susanna Starcevic	Past President	2.00	Officer	$0	$0	$0
Janice Kittredge	President	2.00	Officer	$0	$0	$0
Monique Cain	Secretary	2.00	Officer	$0	$0	$0
Heather Fisher	Vice President	2.00	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
2024	$1,706,934	$1,509,384	$1,634,762	$197,550
2023	$1,729,571	$1,676,687	$1,150,532	$52,884
2022	$1,511,517	$1,510,158	$1,072,554	$1,359
2021	$1,304,125	$1,383,433	$1,068,410	$-79,308
2020	$795,930	$711,018	$1,134,807	$84,912
2019	$1,222,650	$1,315,098	$916,532	$-92,448
2018	$963,288	$980,526	$1,045,118	$-17,238

Professional Fiduciary Association of California