Professional Fiduciary Association Of California
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 650,263 | 576,407 | 73,856 | 9.5 | 0% |
| 2012 | 665,643 | 642,780 | 22,863 | 8.9 | 0% |
| 2013 | 714,149 | 716,463 | −2,314 | 8.0 | 0% |
| 2014 | 842,774 | 902,540 | −59,766 | 5.7 | 0% |
| 2015 | 918,190 | 825,554 | 92,636 | 7.4 | 0% |
| 2016 | 935,200 | 860,485 | 74,715 | 8.2 | 0% |
| 2017 | 1,013,291 | 913,492 | 99,799 | 9.2 | 0% |
| 2018 | 963,288 | 980,526 | −17,238 | 8.1 | 0% |
| 2019 | 1,222,650 | 1,315,098 | −92,448 | 5.4 | 0% |
| 2020 | 795,930 | 711,018 | 84,912 | 11.9 | 0% |
| 2021 | 1,304,125 | 1,383,433 | −79,308 | 5.5 | 0% |
| 2022 | 1,511,517 | 1,510,158 | 1,359 | 4.7 | 0% |
| 2023 | 1,729,571 | 1,676,687 | 52,884 | 4.8 | 6% |
In its most recent public year (2023), this organization brought in $52,884 more than it spent. Its reserves stood at about 4.8 months of spending, down from 9.5 in 2011. Staff pay was 6% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Professional Fiduciary Association Of California's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works