Civic Intelligence

Public Pension Financial Forum

990 • Fiscal year 2016 • EIN 30-0702019

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profilewww.p2f2.org
277 East Town StreetColumbus, OH 43215

(614) 222-0011

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

6.0%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$326,873

Up $52,081 (+19%) from 2015

Net Assets

Up

$326,873

Up $52,081 (+19%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin77th percentile

Revenue

Up

$255,404

Up $14,418 (+6.0%) from 2015

Expenses

Up

$203,323

Up $37,625 (+23%) from 2015

Net Income

Down

$52,081

Down $23,207 (-31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2015: $274,792Liabilities 2015: $0Net Assets 2015: $274,7922015Assets 2016: $326,873Liabilities 2016: $0Net Assets 2016: $326,8732016Assets 2017: $352,385Liabilities 2017: $0Net Assets 2017: $352,3852017Assets 2018: $317,383Liabilities 2018: $0Net Assets 2018: $317,3832018Assets 2019: $349,334Liabilities 2019: $0Net Assets 2019: $349,3342019Assets 2020: $531,964Liabilities 2020: $0Net Assets 2020: $531,9642020Assets 2021: $674,443Liabilities 2021: $0Net Assets 2021: $674,4432021Assets 2022: $572,067Liabilities 2022: $0Net Assets 2022: $572,0672022

Highlighted filing

2016

Assets$326,873
Liabilities$0
Net Assets$326,873
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $240,986Expenses 2015: $165,698Net Income 2015: $75,2882015Revenue 2016: $255,404Expenses 2016: $203,323Net Income 2016: $52,0812016Revenue 2017: $233,948Expenses 2017: $208,437Net Income 2017: $25,5112017Revenue 2018: $251,069Expenses 2018: $286,071Net Income 2018: -$35,0022018Revenue 2019: $296,577Expenses 2019: $264,626Net Income 2019: $31,9512019Revenue 2020: $389,202Expenses 2020: $206,572Net Income 2020: $182,6302020Revenue 2021: $379,528Expenses 2021: $237,049Net Income 2021: $142,4792021Revenue 2022: $308,850Expenses 2022: $411,226Net Income 2022: -$102,3762022

Highlighted filing

2016

Revenue$255,404
Expenses$203,323
Net Income$52,081
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$255,404
Mission and Program Overview

Mission

The public pension financial forum is organizied for education, pension advocacy and networking purposes, promoting excellence in public pension plan financial operations.

The Public Pension Financial Forum is organized for education, pension advocacy and networking purposes, promoting excellence in public pension plan financial operations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$274,792$326,873▲ $52,081
Rtn Earn Endowment Incm Other Fnds$274,792$326,873▲ $52,081
Total Assets$274,792$326,873▲ $52,081
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$274,792$326,873▲ $52,081
Total Liabilities and Net Assets / Fund Balance$274,792$326,873▲ $52,081
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Karen CarraherPresident
-Director
Beulah AutenDirector
Dave DeJongeDirector
Karl GreveDirector
Michele NixDirector
Michelle CamugliaDirector
Darla IversonSecretary
Rhonda CovarrubiasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$254,555
Investment Income
$849
Other Revenue
$0
Change in Net Assets
$52,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,323
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$192,687--$192,687
Information Technology$8,543--$8,543
Office Expenses-$246-$246
All Other Expenses-$184-$184
Travel-$155-$155
Other Expenses$935$50-$50
Total Functional Expenses$202,165$1,158$0$203,323
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The Organization is comprised of employees of public pension systems in the United States. There are no stockholders.”

Form 990, Part VI, Section A, Line 7A

“Members elect the Board of Directors at the Annual Meeting.”

Form 990, Part VI, Section A, Line 7B

“Changes to the Organizations by-laws and strategic plan are approved at the annual meeting. The Treasurers report is reviewed and accepted at the annual meeting.”

Form 990, Part VI, Section A, Line 9

“The Board of Directors is elected from the membership and serve in that capacity as volunteers. The Board Members work in various public pension systems throughout the country and reside in the states where they are employed. The board members are listed in Part VII of Form 990. Karen Carraher can be reached at the organizations mailing address.”

Form 990, Part VI, Section B, Line 11B

“the Form 990 is prepared by a CPA and reviewed by the Treasurer and Karen Carraher - Director, a CPA.”

Form 990, Part VI, Section C, Line 19

“The by-laws and Board of Directors meeting minutes are posted on the organizations website. Financial statements are distributed and reviewed with the membership at the annual meeting.”

Filing and Contact Details

Filer

Filer Name
Public Pension Financial Forum
EIN
30-0702019
Phone
6142220011
Address
277 East Town Street, Columbus, OH 43215
Doing Business As
aka P2F2

Signing Officer

Name
Karen Carraher
Title
President
Phone
6142220011
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Carraher
Formed
2004
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
30

Preparer

Firm
Arthur C Hewig Jr CPA
Address
47 Round Lake Rd, Valatie, NY 12184-3211
Preparer
Arthur C Hewig
Phone
5187552549
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IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99280
IRS990ScheduleA/PublicSupportPY509Pct00.99310
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0987330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0252670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0239620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0208875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0144115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0142050
IRS990ScheduleA/Total509Grp/TotalAmt0987330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0255404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0240986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0210448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0142464
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0994459
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization is comprised of employees of public pension systems in the United States. There are no stockholders.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members elect the Board of Directors at the Annual Meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Changes to the Organizations by-laws and strategic plan are approved at the annual meeting. The Treasurers report is reviewed and accepted at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Directors is elected from the membership and serve in that capacity as volunteers. The Board Members work in various public pension systems throughout the country and reside in the states where they are employed. The board members are listed in Part VII of Form 990. Karen Carraher can be reached at the organizations mailing address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4the Form 990 is prepared by a CPA and reviewed by the Treasurer and Karen Carraher - Director, a CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The by-laws and Board of Directors meeting minutes are posted on the organizations website. Financial statements are distributed and reviewed with the membership at the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0274792
IRS990/TotalAssetsEOYAmt0326873
IRS990/TotalAssetsGrp/BOYAmt0274792
IRS990/TotalAssetsGrp/EOYAmt0326873
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01158
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0202165
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203323
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0274792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0326873
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01885
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01885
IRS990/TotalProgramServiceExpensesAmt0202165
IRS990/TotalProgramServiceRevenueAmt0254555
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0255404
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0255404
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0274792
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0326873
IRS990/TravelGrp/ManagementAndGeneralAmt0155
IRS990/TravelGrp/TotalAmt0155
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0277 East Town Street
IRS990/USAddress/CityNm0Columbus
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.p2f2.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Carraher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06142220011
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Public Pension Financial Forum
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0300702019
ReturnHeader/Filer/PhoneNum06142220011
ReturnHeader/Filer/USAddress/AddressLine1Txt0277 East Town Street
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1CEC6C7E902D8A16DE3685D5B8209F31A0388BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1CEC6C7E902D8A16DE3685D5B8209F31A0388BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.227.82.7
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:19:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arthur C Hewig Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt047 Round Lake Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valatie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121843211
ReturnHeader/PreparerPersonGrp/PhoneNum05187552549
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur C Hewig
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T03:19:59-00:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326,873
Liabilities
$0
Net assets
$326,873
Revenue
$255,404
Expenses
$203,323
Net income
$52,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.00$5.72$3.09$4.11$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$3.80$2.37$1.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$3.89$2.07$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$2.97$2.65$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$2.51$2.86$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$2.34$2.08$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$2.55$2.03$0.52
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$2.41$1.66$0.75