Nonprofit · EIN 45-5534192
PROBATE ATTORNEYS OF SAN DIEGO
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $317,081 | $248,098 | $68,983 | $470,474 | $0 | $470,474 |
| December 31, 2024 | 990 | $245,358 | $221,133 | $24,225 | $401,491 | $0 | $401,491 |
| December 31, 2023 | 990 | $231,730 | $165,042 | $66,688 | $377,266 | $0 | $377,266 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $317,081
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $27,692
- Salaries, compensation and benefits (total)
- $29,539
- Professional fundraising fees
- $0
- Accounting fees
- $950
- Program services (functional)
- $194,372
- Management and general (functional)
- $53,726
Balance sheet and other
- Total assets, start of year
- $401,491
- Total assets, end of year
- $470,474
- Total liabilities, end of year
- $0
- Net assets, end of year
- $470,474
- Net assets without donor restrictions
- $470,474
- Gross receipts
- $317,081
- Employees
- 2
- Volunteers
- 11
- Year formed
- 2012
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT INGOLD | Director Trustee or director | 5 | $0 |
| LORI BOLANDER | Director Trustee or director | 5 | $0 |
| MERRIANNE DEAN | Director Trustee or director | 5 | $0 |
| ROSE HUELSKAMP | Director Trustee or director | 5 | $0 |
| RICSIE HERNANDEZ | Director Trustee or director | 5 | $0 |
| MONIQUE MATOSIAN-BHARUCHA | Director Trustee or director | 10 | $0 |
| CATHERINE SWAFFORD | Director Trustee or director | 5 | $0 |
| SHANNON TAYLOR | President & CEO Officer | 10 | $0 |
| ROBERT DIERINGER | Secretary Officer | 10 | $0 |
| MARGARET HERRING | Treasurer Officer | 10 | $0 |
| GINA STEIN | Vice President Officer | 10 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT INGOLD | Director Trustee or director | 5 | $0 |
| LORI BOLANDER | Director Trustee or director | 5 | $0 |
| MERRIANNE DEAN | Director Trustee or director | 5 | $0 |
| ROSE HUELSKAMP | Director Trustee or director | 5 | $0 |
| MARY CATALDO | Director Trustee or director | 5 | $0 |
| MONIQUE MATOSIAN-BHARUCHA | Director Trustee or director | 10 | $0 |
| CATHERINE SWAFFORD | Director Trustee or director | 5 | $0 |
| SHANNON TAYLOR | President & CEO Officer | 10 | $0 |
| ROBERT DIERINGER | Secretary Officer | 10 | $0 |
| MARGARET HERRING | Treasurer Officer | 10 | $0 |
| GINA STEIN | Vice President Officer | 10 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT INGOLD | Director Trustee or director | 4 | $0 |
| LAURIE BARBER | Director Trustee or director | 20 | $0 |
| MERRIANNE DEAN | Director Trustee or director | 4 | $0 |
| ROSE HUELSKAMP | Director Trustee or director | 4 | $0 |
| MARY CATALDO | Director Trustee or director | 4 | $0 |
| MONIQUE MATOSIAN-BHARUCHA | Director Trustee or director | 4 | $0 |
| CATHERINE SWAFFORD | Director Trustee or director | 4 | $0 |
| SHANNON MONTISANO | President & CEO Officer | 10 | $0 |
| ROBERT DIERINGER | Secretary Officer | 10 | $0 |
| MARGARET HERRING | Treasurer Officer | 10 | $0 |
| GINA STEIN | Vice President Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 401 B ST STE 2400, SAN DIEGO, CA 92101-4200
- Signed the 990
- MARGARET HERRING, Treasurer
- Phone
- (619) 232-8377
- Website
- WWW.SDPROBATEATTORNEYS.ORG
- Return prepared by
- Kreml Williams & Dunham LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-5534192 or by the name PROBATE ATTORNEYS OF SAN DIEGO.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- PROVIDE SEMINARS TO ENHANCE THE PROFESSIONAL EDUCATION OF THE ATTORNEYSExpenses $194,372
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-5534192
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J03)
- Assets (IRS master file)
- $470,474
- Income (IRS master file)
- $317,081
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $317,081 | $248,098 | $470,474 | IRS |
| 990 | December 2024 | $245,358 | $221,133 | $401,491 | IRS |
| 990 | December 2023 | $231,730 | $165,042 | $377,266 | XML |
| 990 | December 2022 | $206,335 | $121,671 | $310,578 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5534192).
Questions about PROBATE ATTORNEYS OF SAN DIEGO
- What is the EIN of PROBATE ATTORNEYS OF SAN DIEGO?
- The employer identification number (EIN) of PROBATE ATTORNEYS OF SAN DIEGO is 45-5534192.
- Is PROBATE ATTORNEYS OF SAN DIEGO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2015.
- Are donations to PROBATE ATTORNEYS OF SAN DIEGO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PROBATE ATTORNEYS OF SAN DIEGO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PROBATE ATTORNEYS OF SAN DIEGO due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PROBATE ATTORNEYS OF SAN DIEGO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of PROBATE ATTORNEYS OF SAN DIEGO?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does PROBATE ATTORNEYS OF SAN DIEGO have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $317,081, expenses of $248,098 and total assets of $470,474 at year end.
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