Overview
What is Professional Fiduciary Association Of California?
The Professional Fiduciary Association of California (PFAC) is a nonprofit organization situated in Aliso Viejo, California. Its primary mission is to provide valuable information to its members regarding economic, social, and political developments that might impact the fiduciary profession. Additionally, the association aims to deliver continuous education and promote minimum standards in the management of conservatorships, guardianships, trusts, estates, and durable powers of attorney. PFAC actively works towards increasing awareness of its association among families, legal professionals, probate courts officials, various city and county agencies, and potential fiduciaries. The organization also advocates for relevant policies with the state legislature and cooperates with California's courts.
Official website here: www.pfac-pro.org
What do the Facebook reviews say about Professional Fiduciary Association Of California?
100% of reviewers on Facebook recommend the Professional Fiduciary Association of California. Here is a summary of their reviews:
The organization is praised for its excellent educational offerings and valuable networking opportunities. Users appreciate the resources provided, indicating that the association fulfills its mission effectively. The positive sentiment suggests that members find great benefit in what the association offers, highlighting its role in furthering professional development within the fiduciary sector.
This AI summary has been generated from reviews found on Facebook.
Is Professional Fiduciary Association Of California legitimate?
Professional Fiduciary Association Of California is a legitimate nonprofit organization registered as a 501(c)(6) entity. Professional Fiduciary Association Of California submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $168,202
Professional Fundraising Fees: $0
Other Salaries and Wages: $153,751
For more financial information, click here
Official website here: www.pfac-pro.org
What is the mission statement of Professional Fiduciary Association Of California?
The Professional Fiduciary Association of California, as an organization, is dedicated to serving its membership by providing updates on developments that could impact fiduciaries. It offers continuous education and advocates for minimum standards in the administration of conservatorships, guardianships, trusts, estates, and durable powers of attorney. The association works towards building and maintaining awareness among various stakeholders, including families, attorneys, probate courts officials, and potential fiduciaries. Additionally, it engages in advocacy with the state legislature and cooperates with the courts to ensure the effective functioning of the fiduciary profession.
Official website here: www.pfac-pro.org
What is the revenue of Professional Fiduciary Association Of California?
Professional Fiduciary Association Of California's revenue in 2024 was $1,706,934.
Official website here: www.pfac-pro.org
Who are the executives of Professional Fiduciary Association Of California and what are their salaries?
The average compensation at Professional Fiduciary Association Of California during 2024 was $107,318. There are 3 employees and 15 volunteers at Professional Fiduciary Association Of California.
Here are 16 key members and their salaries:
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Official website here: www.pfac-pro.org
Where can I find the form 990 for Professional Fiduciary Association Of California?
Professional Fiduciary Association Of California's most recent form 990 was submitted in 2024 and can be accessed here.
Official website here: www.pfac-pro.org
Learn more at the official website: www.pfac-pro.org
Mission Statement of Professional Fiduciary Association Of California
The Professional Fiduciary Association of California, or PFAC, is dedicated to serving its membership by providing them with pertinent information concerning developments that could potentially impact their role as fiduciaries. This includes conservatorships, guardianships, trusts, estates, and durable powers of attorney. Furthermore, PFAC is committed to offering continuous education to its members, with the objective of promoting and upholding minimum standards in the administration of these entities.
Beyond its educational and informational efforts, PFAC also strives to increase awareness of its association within various circles, including families, attorneys, probate courts officials, city and county agencies, and potential fiduciaries. This is an essential aspect of its mission, as it allows PFAC to effectively represent and support its members in their professional roles.
Additionally, PFAC engages in advocacy with the state legislature, working to ensure that the interests of its members and the broader fiduciary community are represented and protected. Lastly, PFAC collaborates with the courts of the state, fostering a productive relationship that benefits both parties and ultimately leads to more effective and efficient administration of conservatorships, guardianships, trusts, estates, and durable powers of attorney.
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Impact
October, 2024
The Professional Fiduciary Association of California (PFAC) plays a crucial role in enhancing the standards and practices of professional fiduciaries across the state. By providing timely information on economic, social, and political developments that impact the fiduciary landscape, PFAC ensures its members are well-informed and equipped to navigate the complexities of their profession.
Through continuing education initiatives, PFAC promotes high standards in the administration of conservatorships, guardianships, trusts, estates, and durable powers of attorney. This commitment to ongoing professional development not only sharpens the skills of fiduciaries but also enhances the quality of care and service provided to clients.
PFAC's efforts in building awareness among families, attorneys, and probate court officials also have a significant impact. By fostering strong relationships with various stakeholders, the association enhances trust and collaboration in the fiduciary process. Furthermore, PFAC's advocacy work with the state legislature ensures that the voices of professional fiduciaries are heard, influencing policies that ultimately shape the fiduciary landscape.
Overall, PFAC's dedication to education, advocacy, and collaboration significantly strengthens the professionalism and effectiveness of fiduciaries in California, leading to better outcomes for individuals and families in need of fiduciary services.
This information is meant to be a general summary of Professional Fiduciary Association Of California. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2024.
- Investment Income: $13,214
- Program Service Revenue: $1,392,622
- Gross Receipts: $1,706,934
Assets and Liabilities:
- Total Assets: $1,072,554
- Total Liabilities: $480,154
- Net Assets: $592,400
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
Advertising
Revenue
$31,745
Chapter fees
Revenue
$217,300
Conference fees
Revenue
$859,177
Fiduciary Academy
Revenue
$284,400
Organization Details
Founding Year
1990
Principal Officer
Amy Olsen
Website
www.pfac-pro.orgNTEE Category
Code: S03 - Community improvement
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