Probate Attorneys of SAN Diego
Revenue
$317k
year to 31 December 2025
Expenses
$248k
year to 31 December 2025
Total assets
$470k
$0 liabilities
Net assets
$470k
assets less liabilities
Directors and trustees
7
6.3 years on average
Staff
2
11 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
5
named in Part VII
Probate Attorneys of SAN Diego's network
7 people2 organisationsi7 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI; we list 7 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Catherine Swafford | Director | 2021 | 5 yrs |
| Laurie Barber | Director | 2018 | 8 yrs |
| Mary Cataldo | Director | 2023 | 3 yrs |
| Merrianne Dean | Director | 2018 | 8 yrs |
| Monique Matosian-Bharucha | Director | 2018 | 8 yrs |
| Rose Huelskamp | Director | 2021 | 5 yrs |
| Scott Ingold | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Gina Stein | Vice President | since 2022 |
| Margaret Herring | Treasurer | since 2019 |
| Robert Dieringer | Company secretary | since 2022 |
| Shannon Montisano | President & CEO | since 2019 |
| Shannon Taylor | President & CEO | 2022 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Scott Ingold | Director | 5 | $0 | ||
| Lori Bolander | Director | 5 | $0 | ||
| Merrianne Dean | Director | 5 | $0 | ||
| Rose Huelskamp | Director | 5 | $0 | ||
| Ricsie Hernandez | Director | 5 | $0 | ||
| Monique Matosian-Bharucha | Director | 10 | $0 | ||
| Catherine Swafford | Director | 5 | $0 | ||
| Shannon Taylor | President & CEO | 10 | $0 | ||
| Robert Dieringer | Secretary | 10 | $0 | ||
| Margaret Herring | Treasurer | 10 | $0 | ||
| Gina Stein | Vice President | 10 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Probate Attorneys of San Diego
- EIN
- 455534192
- Address
- 1550 Hotel Cir N Ste 300, San Diego, CA, 92108-2911
- State
- California
- 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. (as filed on the Form 990)
- Activity (NTEE)
- J03 Employment
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Employment
- Size band
- 4 (IRS master file code)
- Formed
- 2012
- IRS ruling date
- 1 January 2015
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Longest observed on the filings
≥8years on the filingsLaurie Barber
≥8years on the filingsMerrianne Dean
≥8years on the filingsMonique Matosian-Bharucha
≥5years on the filingsCatherine Swafford
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $470k
- Total liabilities
- $0
- Net assets or fund balances
- $470k
- Contributions and grants received
- $0
- Program service revenue
- $317k
- Grants and similar paid out
- $5k
- Employees
- 2
- Volunteers
- 11