Pacific Pension & Investment Institute
- Assets
- $2.6m
- Revenue
- $3.2m
- Investments
- $0.0
- Employees
- 10
- Location
- San Francisco, CA
- Founding
- 04/1998
- Data as of
- 12/2023
- 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 12/2023, Pacific Pension & Investment Institute employed 10 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 12/2023, Pacific Pension & Investment Institute generated $3.2m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $3.1m during the year ending 12/2023. While expenses have increased by 4.2% per year over the past 9 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
2023
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 |
|---|---|---|---|
Mark Delaney Chair | OfficerTrustee | 2 | $0 |
Marlene Puffer Vice Chair | OfficerTrustee | 2 | $0 |
Conrad Yan Secretary | OfficerTrustee | 2 | $0 |
Lincoln Webb Treasurer | OfficerTrustee | 2 | $0 |
Gordan Bajnai Director | Trustee | 1 | $0 |
Kevin Bong Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $2,438,100 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $192,500 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,630,600 |
| Total Program Service Revenue | $540,909 |
| Investment income | $45,837 |
| 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 | $3,217,346 |
| 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. | $846,435 |
| Compensation of current officers, directors, key employees. | $296,252 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $841,057 |
| Pension plan accruals and contributions | $62,263 |
| Other employee benefits | $109,588 |
| Payroll taxes | $94,301 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,326 |
| Fees for services: Accounting | $34,956 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $30,481 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $18,107 |
| Travel | $76,504 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $754,359 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $10,784 |
| All other expenses | $37,085 |
| Total functional expenses | $3,068,354 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $306,620 |
| Savings and temporary cash investments | $534,812 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $91,500 |
| 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 | $239,316 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,459,872 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,864 |
| Total assets | $2,634,984 |
| Accounts payable and accrued expenses | $23,321 |
| Grants payable | $0 |
| Deferred revenue | $196,395 |
| 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 | $219,716 |
| Net assets without donor restrictions | $2,415,268 |
| 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 | $2,634,984 |