Civic Intelligence

Pacific Pension & Investment Institute

990 • Fiscal year 2013 • EIN 94-3264631

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 17, 2014

Organization ProfileWWW.PACIFICPENSION.ORG

View Organization Page

465 California St94104

(415) 576-1187

Siviq Scores

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

Liabilities / Assets

46th percentile

0.09x

Higher debt load relative to assets than 46% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

31st percentile

-3.2%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

94th percentile

$265,939

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

40th percentile

0.2%

Faster revenue growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$1,851,951

Down $29,948 (-1.6%) from 2012

Net Assets

Down

$1,687,717

Down $68,472 (-3.9%) from 2012

Liabilities

Up

$164,234

Up $38,524 (+31%) from 2012

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin31st percentile

Revenue

Up

$1,896,495

Up $3,194 (+0.2%) from 2012

Expenses

Up

$1,957,336

Up $159,353 (+8.9%) from 2012

Net Income

Down

-$60,841

Down $156,159 (-164%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,754,527Liabilities 2010: $167,589Net Assets 2010: $1,586,9382010Assets 2011: $1,774,922Liabilities 2011: $115,110Net Assets 2011: $1,659,8122011Assets 2012: $1,881,899Liabilities 2012: $125,710Net Assets 2012: $1,756,1892012Assets 2013: $1,851,951Liabilities 2013: $164,234Net Assets 2013: $1,687,7172013Assets 2014: $1,880,706Liabilities 2014: $197,487Net Assets 2014: $1,683,2192014Assets 2015: $2,231,873Liabilities 2015: $354,386Net Assets 2015: $1,877,4872015Assets 2016: $2,393,515Liabilities 2016: $420,550Net Assets 2016: $1,972,9652016Assets 2017: $2,390,874Liabilities 2017: $350,797Net Assets 2017: $2,040,0772017Assets 2018: $2,733,975Liabilities 2018: $632,722Net Assets 2018: $2,101,2532018Assets 2019: $2,624,423Liabilities 2019: $432,267Net Assets 2019: $2,192,1562019Assets 2020: $2,447,254Liabilities 2020: $179,957Net Assets 2020: $2,267,2972020Assets 2021: $2,619,286Liabilities 2021: $191,531Net Assets 2021: $2,427,7552021Assets 2022: $2,414,289Liabilities 2022: $168,167Net Assets 2022: $2,246,1222022Assets 2023: $2,634,984Liabilities 2023: $219,716Net Assets 2023: $2,415,2682023

Highlighted filing

2013

Assets$1,851,951
Liabilities$164,234
Net Assets$1,687,717
Open 2013 Filing

Operations Trend

Revenue Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,546,1012010Expenses 2011: $1,700,3612011Revenue 2012: $1,893,301Expenses 2012: $1,797,983Net Income 2012: $95,3182012Revenue 2013: $1,896,495Expenses 2013: $1,957,336Net Income 2013: -$60,8412013Revenue 2014: $1,910,408Expenses 2014: $1,914,471Net Income 2014: -$4,0632014Revenue 2015: $2,318,316Expenses 2015: $2,119,747Net Income 2015: $198,5692015Revenue 2016: $2,534,960Expenses 2016: $2,436,073Net Income 2016: $98,8872016Revenue 2017: $2,721,119Expenses 2017: $2,647,932Net Income 2017: $73,1872017Revenue 2018: $2,804,809Expenses 2018: $2,741,976Net Income 2018: $62,8332018Revenue 2019: $2,950,715Expenses 2019: $2,878,931Net Income 2019: $71,7842019Revenue 2020: $2,568,919Expenses 2020: $2,508,893Net Income 2020: $60,0262020Revenue 2021: $2,580,376Expenses 2021: $2,402,623Net Income 2021: $177,7532021Revenue 2022: $2,850,359Expenses 2022: $2,982,229Net Income 2022: -$131,8702022Revenue 2023: $3,217,346Expenses 2023: $3,068,354Net Income 2023: $148,9922023

Highlighted filing

2013

Revenue$1,896,495
Expenses$1,957,336
Net Income-$60,841
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 17, 2014
Return Version
2013v3.1
Gross Receipts
$1,896,495
Mission and Program Overview

Mission

Pacific pension institute is a california headquartered non-profit educational organization that provides assistance to pension funds, corporations, and financial institutions worldwide to carry out their fiduciary responsibilities, especially with respect to the asia-pacific region. Ppi's members come from a range of countries but share an interest in the emerging markets of the pacific rim, as well as in global capital and financial markets.

Pacific pension institute is a california headquartered non-profit educational organization that provides assistance to pension funds, corporations, and financial institutions worldwide to carry out their fiduciary responsibilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,099,484$1,090,381▼ $9,103
Savings and Temporary Cash Investments$417,939$480,009▲ $62,070
Accounts Receivable$120,463$131,000▲ $10,537
Cash and Non-Interest-Bearing Accounts$184,966$92,564▼ $92,402
Prepaid Expenses and Deferred Charges$34,311$37,697▲ $3,386
Land, Buildings, and Equipment, Net$21,236$16,800▼ $4,436
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,881,899$1,851,951▼ $29,948
Other Assets Total$3,500$3,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$85,618$86,242▲ $624
Deferred Revenue$40,092$77,992▲ $37,900
Total Liabilities$125,710$164,234▲ $38,524
Net Assets / Fund Balance
Unrestricted Net Assets$1,756,189$1,687,717▼ $68,472
Total Net Assets Fund Balance$1,756,189$1,687,717▼ $68,472
Total Liabilities and Net Assets / Fund Balance$1,881,899$1,851,951▼ $29,948

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,800$87,237$104,037
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marsha Vande-bergCEOFT$216,181$49,758$265,939

Board Members and Trustees

NameTitle
Gordon FyfeChairman
Theresa J WhitmarshVice Chair
Adrian OrrDirector
Bryan ThomsonDirector
Chirstopher J AilmanDirector
Colette ChiltonDirector
Frank TangDirector
Henry JonesDirector
Howard ChaoDirector
John CampbellDirector
John Wadsworth JrDirector
Lisa MazzoccoDirector
Melissa MaDirector
Oliver BolithoDirector
Paul SpeltzDirector
Richelle SugiyamaDirector
Ronald E BornsteinDirector
Shelley I SmithDirector
Takajiro IshikawaDirector
Ta Lin HsuSecretary
Wayne KozunTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,557,025
Program Service Revenue
$329,392
Investment Income
$10,078
Other Revenue
$0
All Other Contributions
$20,000
Change in Net Assets
$-60,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,896,495
Revenue Not Reported on Form 990
$-7,631
Total Revenue per Audited Statements
$1,888,864
Total Revenue per Form 990
$1,896,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,106,541
Salaries, Compensation, and Employee Benefits$850,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$581,687$13,815-$595,502
Other Salaries and Wages$297,351$164,548-$461,899
Current Officers, Directors, Trustees, and Key Employees$212,751$53,188-$265,939
Fees for Services Management$86,745$46,294-$133,039
Occupancy$72,591$31,111-$103,702
Office Expenses$59,567$34,562-$94,129
Travel$73,953$18,488-$92,441
Other Employee Benefits$40,899$18,992-$59,891
Payroll Taxes$31,601$14,197-$45,798
Fees for Services Legal-$34,501-$34,501
Pension Plan Contributions$9,820$7,448-$17,268
Fees for Services Accounting-$15,000-$15,000
Insurance$6,542$4,362-$10,904
Depreciation Depletion$6,409$4,273-$10,682
Fees for Services Other$7,628$1,307-$8,935
Other Expenses$2,297$765-$3,062
Total Functional Expenses$1,494,253$463,083$0$1,957,336

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,957,336
Total Expenses per Audited Statements$1,957,336
Total Expenses per Form 990$1,957,336
International Activity

International Summary

Spending
$91,192

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesAsia Dialogue00$91,192
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the ceo, finance director and the audit committee. It is then distributed to the board electronically for review before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each officer, director or delegate will annually sign a statement affirming the principles of the conflict of interest statement. Such signed statements are reviewed by the ceo for further report to the board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The ceo's compensation is decided by the compensation committee and approved by the board of directors. The compensation committee's decision is based on a salary survey of an approved comparator group (chosen every two years) or a compensation consultant and the executive committee's annual review of the ceo's performance.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The ceo's compensation is decided by the compensation committee and approved by the board of directors. The compensation committee's decision is based on a salary survey of an approved comparator group (chosen every two years) or a compensation consultant and the executive committee's annual review of the ceo's performance.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
94-3264631
Phone
4155761187

Signing Officer

Name
Wayne Kozun
Title
Treasurer
Signed
2014-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gordon Fyfe
Formed
1994
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
9

Preparer

Preparer
Bruce J Wright
Phone
6508727600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“An audit committee appointed by the board of directors oversees the audit process.”

Raw XML AppendixShowing 400 of 639 raw XML fields

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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IRS990/Desc0Provides education, dialogue and training opportunities for senior management of public pension funds, corporations and international institutions regarding a variety of pension issues. In 2013, sponsored the Winter Roundtable and Board meeting, and the Summer Roundtable, both held in North America. Sponsored the PPI Executive Seminar and the Asian Roundtable, both held in Beijing. Hard copy publications include: (1) Program books for the Pension Executive Seminar in Beijing (2) Program books for the Asia Dialogue in Manila, and (3) the Annual Report. Digital publications include: (1) Program Books for the Winter, Summer and Asia Roundtables (2) Pension Snapshots, which contained brief descriptions and statistics of 22 select Asian countries Public Pension funds (3) Second and Third issues of the Asia Pacific Newsletter Brief (4) Eight issues of Institutional Investor Brief newsletter, and a (5) Series of membership news in PPIs website www.pacificpension.org.
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,851,951
Liabilities
$164,234
Net assets
$1,687,717
Revenue
$1,896,495
Expenses
$1,957,336
Net income
-$60,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.63$0.22$2.42$3.22$3.07$0.15
2022Summary only. Only limited summary data is available for this year.$2.41$0.17$2.25$2.85$2.98$0.13
2021Summary only. Only limited summary data is available for this year.$2.62$0.19$2.43$2.58$2.40$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.18$2.27$2.57$2.51$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.43$2.19$2.95$2.88$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.63$2.10$2.80$2.74$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.35$2.04$2.72$2.65$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.42$1.97$2.53$2.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.35$1.88$2.32$2.12$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.20$1.68$1.91$1.91$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.16$1.69$1.90$1.96$0.06
2012Summary only. Only limited summary data is available for this year.$1.88$0.13$1.76$1.89$1.80$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.12$1.66$1.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.17$1.59$1.55