Civic Intelligence

Pacific Pension & Investment Institute

990 • Fiscal year 2014 • EIN 94-3264631

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 20, 2015

Organization ProfileWWW.PACIFICPENSION.ORG

View Organization Page

465 California StSan Francisco, CA 94104

(415) 576-1187

Siviq Scores

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

Liabilities / Assets

49th percentile

0.11x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

49th percentile

0.10x

Higher debt load relative to revenue than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

39th percentile

-0.2%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

85th percentile

$156,279

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

0.7%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,880,706

Up $28,755 (+1.6%) from 2013

Net Assets

Down

$1,683,219

Down $4,498 (-0.3%) from 2013

Liabilities

Up

$197,487

Up $33,253 (+20%) from 2013

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin39th percentile

Revenue

Up

$1,910,408

Up $13,913 (+0.7%) from 2013

Expenses

Down

$1,914,471

Down $42,865 (-2.2%) from 2013

Net Income

Up

-$4,063

Up $56,778 (+93%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2014

Assets$1,880,706
Liabilities$197,487
Net Assets$1,683,219
Open 2014 Filing

Operations Trend

Revenue Growth41st 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

2014

Revenue$1,910,408
Expenses$1,914,471
Net Income-$4,063
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 20, 2015
Return Version
2014v5.0
Gross Receipts
$1,910,408
Mission and Program Overview

Mission

Pacific pension institute, a member-driven, nonprofit educational organization, assists pension funds, corporations, financial institutions and endowments worldwide with carrying out their fiduciary responsibilities, especially with respect to asia and the pacific region.

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$1,090,381$1,087,613▼ $2,768
Savings and Temporary Cash Investments$480,009$490,265▲ $10,256
Cash and Non-Interest-Bearing Accounts$92,564$207,690▲ $115,126
Prepaid Expenses and Deferred Charges$37,697$54,075▲ $16,378
Accounts Receivable$131,000$28,750▼ $102,250
Land, Buildings, and Equipment, Net$16,800$8,813▼ $7,987
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$1,851,951$1,880,706▲ $28,755
Other Assets Total$3,500$3,500→ $0
Liabilities
Deferred Revenue$77,992$139,593▲ $61,601
Accounts Payable and Accrued Expenses$86,242$57,894▼ $28,348
Total Liabilities$164,234$197,487▲ $33,253
Net Assets / Fund Balance
Unrestricted Net Assets$1,687,717$1,657,951▼ $29,766
Temporarily Rstr Net Assets-$25,268-
Total Net Assets Fund Balance$1,687,717$1,683,219▼ $4,498
Total Liabilities and Net Assets / Fund Balance$1,851,951$1,880,706▲ $28,755

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,813$93,908$102,721
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristan GreenvilleVice PresidentFT$133,356$88,980$156,279
Marsha Vande BergFormer CEOFT$20,836$48,841$135,734
Sabina GotuacoDirector of FinancFT$118,440$9,600$128,040
Lionel C JohnsonPresidentFT$115,337$10,000$125,337

Board Members and Trustees

NameTitle
Theresa J WhitmarshChair
H Lawrence Hull JrChair Emeritus
Gordon FyfePast Chair
Adrian OrrVice Chair
Ajit DayalDirector
Bryan ThomsonDirector
Collette ChiltonDirector
Else BosDirector
Frank TangDirector
Howard ChaoDirector
John Wadsworth JrDirector
Leslie TeoDirector
Lisa MazzoccoDirector
Melissa MaDirector
Oliver BolithoDirector
Paul SpeltzDirector
Richelle SugiyamaDirector
Shelley I SmithDirector
Susan CarterDirector
Takajiro IshikawaDirector
Henry JonesSecretary
Wayne KozunTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,526,994
Program Service Revenue
$373,122
Investment Income
$8,892
Other Revenue
$1,400
All Other Contributions
$30,220
Change in Net Assets
$-4,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,910,408
Revenue Not Reported on Form 990
$1,596
Total Revenue per Audited Statements
$1,912,004
Total Revenue per Form 990
$1,910,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$997,917
Salaries, Compensation, and Employee Benefits$916,554
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$380,286$258,943-$639,229
Conferences and Meetings$520,234$4,810-$525,044
Fees for Services Other$41,576$121,768-$163,344
Current Officers, Directors, Trustees, and Key Employees$81,469$43,868-$125,337
Occupancy$57,650$38,434-$96,084
Travel$66,493$14,748-$81,241
Office Expenses$43,167$24,629-$67,796
Payroll Taxes$36,014$23,677-$59,691
Other Employee Benefits$34,333$22,375-$56,708
Pension Plan Contributions$21,353$14,236-$35,589
Fees for Services Legal-$22,753-$22,753
Fees for Services Accounting-$12,500-$12,500
Insurance$6,661$4,440-$11,101
Depreciation Depletion$6,118$4,079-$10,197
Advertising$2,991--$2,991
Other Expenses$1,413$74-$1,487
Total Functional Expenses$1,302,292$612,179$0$1,914,471

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,916,502
Expenses per Audited Statements$1,914,471
Total Expenses per Form 990$1,914,471
Expenses Not Reported on Form 990$2,031
International Activity

International Summary

Spending
$25,318

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$25,318
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 president, 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 president for further report to the board.”

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

“The president's compensation is decided by the executive committee and approved by the board of directors. The executive 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 president's performance.”

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

“Key employee compensation is decided by the president and approved by the board of directors. The president's decision is based on comparable market analysis on the geographic location.”

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

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Pacific Pension Institute
EIN
94-3264631
Phone
4155761187
Address
465 CALIFORNIA ST, SAN FRANCISCO, CA 94104

Signing Officer

Name
Lionel C Johnson
Title
President
Signed
2015-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lionel C Johnson
Formed
1994
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
9
Volunteers
22

Preparer

Firm
Good & Fowler LLP
Address
262 Grand Avenue, South San Francisco, CA 94080
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 687 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/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22President
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt24VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt25FORMER CEO
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,880,706
Liabilities
$197,487
Net assets
$1,683,219
Revenue
$1,910,408
Expenses
$1,914,471
Net income
-$4,063
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