ZUnclassifiedEIN: 680222226· Ruling Year: 1994

Professional Fiduciary Association Of California

Aliso Viejo, California

B+Health Score
69B+

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Good

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.40×
Peer Median15.40×
💰
$1.7M
Total Revenue
📊
$1.7M
Total Expenses
🏦
$668K
Net Assets
📋
$482K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.4%
Year-over-year change (2022 → 2023)
Net Margin
+3.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.40
Net assets divided by total expenses
Liabilities-to-Assets
41.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,729,57114%$1,676,68711%$1,150,5327%
2022$1,511,51716%$1,510,1589%$1,072,554
2021$1,304,12564%$1,383,43395%$1,068,4106%
2020$795,93035%$711,01846%$1,134,80724%
2019$1,222,65027%$1,315,09834%$916,53212%
2018$963,2885%$980,5267%$1,045,11818%
2017$1,013,2918%$913,4926%$887,7307%
2016$935,2002%$860,4854%$827,27719%
2015$918,1909%$825,5549%$695,98831%
2014$842,77418%$902,54026%$533,20013%
2013$714,1497%$716,46311%$615,78911%
2012$665,6432%$642,78012%$553,5149%
2011$650,263$576,407$509,703

Frequently Asked Questions

What does Professional Fiduciary Association Of California do?

Professional Fiduciary Association Of California is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Professional Fiduciary Association Of California financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Professional Fiduciary Association Of California.

How much revenue does Professional Fiduciary Association Of California generate?

Professional Fiduciary Association Of California reports $1.7M in annual revenue and holds $1.6M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Unclassified category, or browse all nonprofits in California.

Professional Fiduciary Association Of California — Aliso Viejo, CA | GiveScope