Public Pension Financial Forum
- Assets
- $674.4k
- Revenue
- $379.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Hilliard, OH
- Founding
- 11/2011
- Data as of
- 12/2021
- EIN
- 30-0702019
Organization Overview
Public Pension Financial Forum, operating under the name aka P2F2, is located in Hilliard, OH. The organization was established in 2011. According to its NTEE Classification (B02) the organization is classified as: Management & Technical Assistance, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. aka P2F2 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, aka P2F2 generated $379.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $237.0k during the year ending 12/2021. While expenses have increased by 5.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE PUBLIC PENSION FINANCIAL FORUM IS ORGANIZED FOR EDUCATION, PENSION ADVOCACY AND NETWORKING PURPOSES, PROMOTING EXCELLENCE IN PUBLIC PENSION PLAN FINANCIAL OPERATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ANNUAL CONFERENCE - DEVELOP AND ORGANIZE AN ANNUAL CONFERENCE FOR PUBLIC PENSION SYSTEM MEMBERS.. TOPICS INCLUDE GOVERNMENT ACCOUNTING STANDARDS BOARD GASB PRONOUNCEMENTS AND OTHER FINANCIALLY RELATED TOPICS OF CURRENT INTEREST TO ATTENDEES. PENSION FINANCIAL BASICS - CREATED 6 ONE HOUR COURSES COVERING THE BASICS OF PENSION FINANCE FOR MEMBERS NEW TO PUBLIC PENSION PLANS. ATTENDANCE AT 2020 VIRTUAL CONFERENCE 570 ATTENDEES. CONFERENCE WAS HELD OVER 11 DAYS. SESSIONS WERE RECORDED AND ARE AVAILABLE TO ATTENDEES ON OUR WEBSITE.
NETWORKING AND ADVOCACY - PROVIDE MEMBERS WITH NETWORKING OPPORTUNITIES AND MEANS TO KEEP APPRISED OF ADVOCACY EFFORTS ON BEHALF OF PUBLIC PENSION SYSTEMS. SERVICES INCLUDE MEMBER WEBSITE WITH RELEVANT NEWSLETTERS AND TOOLKITS, AS WELL AS REGULARLY SCHEDULED CONFERENCE CALLS FOR MEMBER PARTICIPATION IN GASB RELATED TOPICS. QUARTERLY EDUCATIONAL SESSIONS - 4 SESSIONS HELD FOR MEMBERS DURING THE YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dave Dejonge Consultant | 10 | $34,844 | |
Michele Nix President | OfficerTrustee | 0.75 | $0 |
Rhonda Covarrubias Secretary | OfficerTrustee | 0.75 | $0 |
Karen Carraher Treasurer | OfficerTrustee | 0.75 | $0 |
Melissa Rackers Director | Trustee | 0.75 | $0 |
Lawrence Mundy Director | Trustee | 0.75 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $379,375 |
| Investment income | $98 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $379,528 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $35,844 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $574 |
| Information technology | $11,761 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $7,390 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $180,855 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $237,049 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $674,443 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $674,443 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $674,443 |
| Total liabilities and net assets/fund balances | $674,443 |
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