Pacific Pension & Investment Institute
- Assets
- $2.4m
- Revenue
- $2.9m
- Investments
- $0.0
- Employees
- 8
- Location
- San Francisco, CA
- Founding
- 04/1998
- Data as of
- 12/2022
- EIN
- 94-3264631
Organization Overview
Pacific Pension & Investment Institute is located in San Francisco, CA. The organization was established in 1998. According to its NTEE Classification (W60) the organization is classified as: Financial Institutions, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2022, Pacific Pension & Investment Institute employed 8 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Pacific Pension & Investment Institute 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 12/2022, Pacific Pension & Investment Institute generated $2.9m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $3.0m during the year ending 12/2022. While expenses have increased by 4.4% per year over the past 8 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
GLOBAL ORGANIZATION CENTERED ON HELPING ASSET OWNERS/MANAGERS UNDERSTAND THE INVESTMENT ENVIRONMENT
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lionel C Johnson President | Officer | 40 | $431,685 |
James Apostol Vice President And COO | Officer | 40 | $256,405 |
Sabina Gotuaco Finance & Admin Director | 40 | $172,782 | |
Piin-Fen Kok Senior Program Director | 40 | $170,100 | |
Mark Mancao Chief Of Staff | 40 | $144,901 | |
Shu Li Program Director | 40 | $120,255 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $2,379,750 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $18,538 |
| All other contributions, gifts, grants, and similar amounts not included above | $140,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,538,288 |
| Total Program Service Revenue | $293,527 |
| Investment income | $18,544 |
| 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 | $2,850,359 |
| 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. | $746,932 |
| Compensation of current officers, directors, key employees. | $261,426 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $821,751 |
| Pension plan accruals and contributions | $65,502 |
| Other employee benefits | $133,699 |
| Payroll taxes | $91,887 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,858 |
| Fees for services: Accounting | $21,268 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $125,931 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $159,763 |
| Travel | $32,725 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $615,644 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $11,040 |
| All other expenses | $29,761 |
| Total functional expenses | $2,982,229 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $291,302 |
| Savings and temporary cash investments | $324,794 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $189,000 |
| 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 | $204,403 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,394,926 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $9,864 |
| Total assets | $2,414,289 |
| Accounts payable and accrued expenses | $33,946 |
| Grants payable | $0 |
| Deferred revenue | $134,221 |
| 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 | $168,167 |
| Net assets without donor restrictions | $2,246,122 |
| 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 | $0 |
| Total liabilities and net assets/fund balances | $2,414,289 |
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