PROFESSIONAL FIDUCIARY ASSOCIATION… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

RON STOFFERS

Phone

9496818046

Tax Period

2025-01-01 to 2025-12-31

PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA, founded in 1990, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 11% surplus.

Mission

PROVIDE EDUCATION TO PROFESSIONAL FIDUCIARIES; PROVIDE INFORMATION LIKELY TO AFFECT PROFESSIONAL FIDUCIARIES; AND FACILITATE NETWORKING BETWEEN PROFESSIONAL FIDUCIARIES AND THEIR SERVICE PROVIDERS.

Program Service Accomplishments

Program 1

Expenses: $1,392,657 Revenue: $1,925,359

PROVIDE EDUCATION TO PROFESSIONAL FIDUCIARIES; PROVIDE INFORMATION LIKELY TO AFFECT PROFESSIONAL FIDUCIARIES; AND FACILITATE NETWORKING BETWEEN PROFESSIONAL FIDUCIARIES AND THEIR SERVICE PROVIDERS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,923,301

Investment Income $25,984

Other Revenue $38,126

TOTAL REVENUE $1,987,411

Expense Breakdown

Grants Paid $0

Salaries & Benefits $409,830

Fundraising Expenses $0

Program Expenses $1,392,657

Other Expenses $1,364,007

TOTAL EXPENSES $1,773,837

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,987,411	$1,706,934	+0.2%
Expenses	$1,773,837	$1,509,384	+0.2%
Net Income	$213,574	$197,550	+0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$178,922

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER FISHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
MAREN MILLER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JANICE KITTREDGE	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
RON STOFFERS	TREASURER	2.00	Officer Director	$0	$0	$0
MONIQUE CAIN	STATE SECRETARY	2.00	Officer Director	$0	$0	$0
SUSANNA STARCEVIC	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE JAMISON	DIRECTOR	2.00	Director	$0	$0	$0
MARILYN KRIEBEL	DIRECTOR	2.00	Director	$0	$0	$0
RENEE KOWALIK-MOSS	DIRECTOR	2.00	Director	$0	$0	$0
JERRY PHOENIX	NORTHERN REGION PRESIDENT	2.00	Director	$0	$0	$0
MONICA RAMOS	NORTHERN REGION DIRECTOR	2.00	Director	$0	$0	$0
RICH BARSUMIAN	SOUTHERN REGION PRESIDENT	2.00	Director	$0	$0	$0
KIMBERLY TROUP	SOUTHERN REGION DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE CAMPBELL	SAN DIEGO REGION PRESIDENT	2.00	Director	$0	$0	$0
PATRICIA GARCIA	SAN DIEGO REGION DIRECTOR	2.00	Director	$0	$0	$0
AMY OLSEN	EXECUTIVE DIRECTOR	40.00	Officer	$178,922	$0	$178,922

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	$1,987,411	$1,773,837	$1,621,375	$213,574
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