Nonprofit · EIN 68-0222226
PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Tax-exempt · ALISO VIEJO, CA 92656
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,987,411 | $1,773,837 | $213,574 | $1,621,375 | $810,091 | $811,284 |
| December 31, 2024 | 990 | $1,706,934 | $1,509,384 | $197,550 | $1,634,762 | $754,390 | $880,372 |
| December 31, 2023 | 990 | $1,729,571 | $1,676,687 | $52,884 | $1,150,532 | $482,313 | $668,219 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,923,301
- Investment income
- $25,984
- Net gain from sales of assets
- $7,406
- Net income from sales of inventory
- $2,058
- Other revenue
- $38,126
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $178,922
- Other salaries and wages
- $198,732
- Salaries, compensation and benefits (total)
- $409,830
- Professional fundraising fees
- $0
- Accounting fees
- $19,675
- Occupancy
- $5,308
- Travel
- $42,097
- Depreciation
- $1,606
- Program services (functional)
- $1,392,657
- Management and general (functional)
- $381,180
Balance sheet and other
- Total assets, start of year
- $1,634,762
- Total assets, end of year
- $1,621,375
- Total liabilities, end of year
- $810,091
- Net assets, end of year
- $811,284
- Land, buildings and equipment
- $4,282
- Publicly traded securities
- $457,062
- Net assets without donor restrictions
- $811,284
- Gross unrelated business income
- $22,275
- Gross receipts
- $2,026,091
- Employees
- 4
- Volunteers
- 15
- Year formed
- 1990
- 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 |
|---|---|---|---|
| AMY OLSEN | EXECUTIVE DIRECTOR Officer | 40 | $178,922 |
| HEATHER FISHER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MAREN MILLER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| JANICE KITTREDGE | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| RON STOFFERS | TREASURER Trustee or director, Officer | 2 | $0 |
| MONIQUE CAIN | STATE SECRETARY Trustee or director, Officer | 2 | $0 |
| SUSANNA STARCEVIC | DIRECTOR Trustee or director | 2 | $0 |
| LAURIE JAMISON | DIRECTOR Trustee or director | 2 | $0 |
| MARILYN KRIEBEL | DIRECTOR Trustee or director | 2 | $0 |
| RENEE KOWALIK-MOSS | DIRECTOR Trustee or director | 2 | $0 |
| JERRY PHOENIX | NORTHERN REGION PRESIDENT Trustee or director | 2 | $0 |
| MONICA RAMOS | NORTHERN REGION DIRECTOR Trustee or director | 2 | $0 |
| RICH BARSUMIAN | SOUTHERN REGION PRESIDENT Trustee or director | 2 | $0 |
| KIMBERLY TROUP | SOUTHERN REGION DIRECTOR Trustee or director | 2 | $0 |
| DANIELLE CAMPBELL | SAN DIEGO REGION PRESIDENT Trustee or director | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA GARCIA | SAN DIEGO REGION DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Olsen | Executive Dir. Officer | 40 | $168,202 |
| LeAndra McCormick | Director Trustee or director | 2 | $0 |
| Denise Klein | Director Trustee or director | 2 | $0 |
| Patricia Garcia | San Diego Dir Trustee or director | 2 | $0 |
| Renee Kowalik-Moss | Director Trustee or director | 2 | $0 |
| Monica Ramos | N. Region Pres Trustee or director | 2 | $0 |
| Laurie Jamison | N. Region Dir Trustee or director | 2 | $0 |
| Rich Barsumian | So. Region Pres Trustee or director | 2 | $0 |
| Ronald Stoffers | S. Region Dir Trustee or director | 2 | $0 |
| Marilyn Kriebel | Director Trustee or director | 2 | $0 |
| Maren Miller | San Diego Presi Trustee or director | 2 | $0 |
| John Cooper | Treasurer Officer | 2 | $0 |
| Susanna Starcevic | Past President Officer | 2 | $0 |
| Janice Kittredge | President Officer | 2 | $0 |
| Monique Cain | Secretary Officer | 2 | $0 |
| Heather Fisher | Vice President Officer | 2 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Olsen | Executive Dir. Officer | 40 | $55,000 |
| Denise Klein | Director Trustee or director | 2 | $0 |
| Heather Fisher | Director Trustee or director | 2 | $0 |
| Michael Storz | Director Trustee or director | 2 | $0 |
| Jean McClune | Director Trustee or director | 2 | $0 |
| Sharon Duncan | N. Region Pres Trustee or director | 2 | $0 |
| Laurie Jamison | N. Region Dir Trustee or director | 2 | $0 |
| Ron Miller | So. Region Pres Trustee or director | 2 | $0 |
| Ronald Stoffers | S. Region Dir Trustee or director | 2 | $0 |
| Marilyn Kriebel | San Diego Pres Trustee or director | 2 | $0 |
| Maren Miller | San Diego Dir Trustee or director | 2 | $0 |
| Barry White | Treasurer Officer | 2 | $0 |
| Susanna Starcevic | President Officer | 2 | $0 |
| Meredith Taylor | Past President Officer | 2 | $0 |
| Janice Kittredge | Vice President Officer | 2 | $0 |
| Monique Cain | Secretary Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 120 VANTIS DR FL 3, ALISO VIEJO, CA 92656-2676
- Principal officer (990 for 2025)
- RON STOFFERS, 120 VANTIS THIRD FLOOR, ALISO VIEJO, CA 92656
- Signed the 990
- RON STOFFERS, TREASURER
- Phone
- (949) 681-8046
- Website
- WWW.PFAC-PRO.ORG
- Return prepared by
- BPM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0222226 or by the name PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA.
- 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
PROVIDE EDUCATION TO PROFESSIONAL FIDUCIARIES; PROVIDE INFORMATION LIKELY TO AFFECT PROFESSIONAL FIDUCIARIES; AND FACILITATE NETWORKING BETWEEN PROFESSIONAL FIDUCIARIES AND THEIR SERVICE PROVIDERS.
Program accomplishments
- PROVIDE EDUCATION TO PROFESSIONAL FIDUCIARIES; PROVIDE INFORMATION LIKELY TO AFFECT PROFESSIONAL FIDUCIARIES; AND FACILITATE NETWORKING BETWEEN PROFESSIONAL FIDUCIARIES AND THEIR SERVICE PROVIDERS.Expenses $1,392,657 · revenue $1,925,359
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
- 68-0222226
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,621,375
- Income (IRS master file)
- $2,026,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,987,411 | $1,773,837 | $1,621,375 | XML |
| 990 | December 2024 | $1,706,934 | $1,509,384 | $1,634,762 | IRS |
| 990 | December 2023 | $1,729,571 | $1,676,687 | $1,150,532 | XML |
| 990 | December 2022 | $1,511,517 | $1,510,158 | $1,072,554 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 68-0222226).
Questions about PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
- What is the EIN of PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA?
- The employer identification number (EIN) of PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA is 68-0222226.
- Is PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1994.
- Are donations to PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA 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 PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA 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 PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA?
- The 990 for the year ended December 31, 2025 names RON STOFFERS.
- Who are the officers and directors of PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA?
- The 990 for the year ended December 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $178,922 (AMY OLSEN, EXECUTIVE DIRECTOR).
- How much revenue does PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,987,411, expenses of $1,773,837 and total assets of $1,621,375 at year end.
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