Civic Intelligence

Public Pension Financial Forum

990 • Fiscal year 2019 • EIN 30-0702019

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 01, 2020

Organization Profilewww.p2f2.org
PO Box 33Hilliard, OH 43026

(614) 222-0011

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$349,334

Up $31,951 (+10%) from 2018

Net Assets

Up

$349,334

Up $31,951 (+10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin64th percentile

Revenue

Up

$296,577

Up $45,508 (+18%) from 2018

Expenses

Down

$264,626

Down $21,445 (-7.5%) from 2018

Net Income

Up

$31,951

Up $66,953 (+191%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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 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

2019

Assets$349,334
Liabilities$0
Net Assets$349,334
Open 2019 Filing

Operations Trend

Revenue Growth71st 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 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

2019

Revenue$296,577
Expenses$264,626
Net Income$31,951
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 1, 2020
Return Version
2019v5.1
Gross Receipts
$296,577
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$317,383$349,334▲ $31,951
Rtn Earn Endowment Incm Other Fnds$317,383$349,334▲ $31,951
Total Assets$317,383$349,334▲ $31,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$317,383$349,334▲ $31,951
Total Liabilities and Net Assets / Fund Balance$317,383$349,334▲ $31,951
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Rob DolphinPresident
Darla IversonDirector
Dave DeJongeDirector
Lawrence MundyDirector
Mark WhelanDirector
Michele NixDirector
Tim RekowDirector
Rhonda CovarrubiasSecretary
Karen CarraherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$296,301
Investment Income
$276
Other Revenue
$0
Change in Net Assets
$31,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,626
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$241,788--$241,788
Information Technology$9,988--$9,988
Other Expenses$7,017--$7,017
Travel-$5,159-$5,159
All Other Expenses-$506-$506
Office Expenses-$168-$168
Total Functional Expenses$258,793$5,833$0$264,626
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 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
PO Box 33, Hilliard, OH 43026
Doing Business As
aka P2F2

Signing Officer

Name
Karen Carraher
Title
Treasurer
Phone
6145621505
Signed
2020-04-01
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

Preparer

Firm
Arthur C Hewig Jr CPA
Address
47 Round Lake Rd, Valatie, NY 12184
Preparer
Arthur C Hewig Jr
Phone
5187552549
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0255404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0240986
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01277985
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0317383
IRS990/TotalAssetsEOYAmt0349334
IRS990/TotalAssetsGrp/BOYAmt0317383
IRS990/TotalAssetsGrp/EOYAmt0349334
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05833
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0258793
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264626
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0317383
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0349334
IRS990/TotalProgramServiceExpensesAmt0258793
IRS990/TotalProgramServiceRevenueAmt0296301
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0296577
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0296577
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0317383
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0349334
IRS990/TravelGrp/ManagementAndGeneralAmt05159
IRS990/TravelGrp/TotalAmt05159
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 33
IRS990/USAddress/CityNm0Hillard
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043026
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.p2f2.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Carraher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06145621505
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Public Pension Financial Forum
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0300702019
ReturnHeader/Filer/PhoneNum06142220011
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 33
ReturnHeader/Filer/USAddress/CityNm0Hilliard
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043026
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D2C2D5E47233BFD83E93CC099FA4DCF481C7667
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00AA4089C0241B3645F67B401F6F8D23AF32E5CC7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.197.206.244
ReturnHeader/FilingSecurityInformation/IPDt02020-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:28:58
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/ZIPCd012184
ReturnHeader/PreparerPersonGrp/PhoneNum05187552549
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur C Hewig Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-01T01:37:04-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,334
Liabilities
$0
Net assets
$349,334
Revenue
$296,577
Expenses
$264,626
Net income
$31,951
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
2019Detailed filing. Detailed filing data is available for this year.$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
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$2.41$1.66$0.75