Civic Intelligence

Pacific Pension & Investment Institute

EIN 94-3264631 • 501(c)3 • San Francisco, CA

View Organization Page

Profile

Pacific pension & investment 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.

465 California St No 610San Francisco, CA 94104

www.ppi.institute

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.13x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

60th percentile

9.9%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

98th percentile

$629,213

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

8.1%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,634,984

Up $220,695 (+9.1%) from 2022

Liabilities

Up

$219,716

Up $51,549 (+31%) from 2022

Net Assets

Up

$2,415,268

Up $169,146 (+7.5%) from 2022

Operations
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$3,217,346

Up $366,987 (+13%) from 2022

Expenses

Up

$3,068,354

Up $86,125 (+2.9%) from 2022

Net Income

Up

$148,992

Up $280,862 (+213%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2023

Assets$2,634,984
Liabilities$219,716
Net Assets$2,415,268
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$3,217,346
Expenses$3,068,354
Net Income$148,992
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$2,634,984
Liabilities
$219,716
Net assets
$2,415,268
Revenue
$3,217,346
Expenses
$3,068,354
Net income
$148,992
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
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 3, 2020
Return Version
2019v5.0
Gross Receipts
$2,950,715
Mission and Program Overview

Mission

Global organization centered on helping asset owners/managers understand the investment environment

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,351,164$1,397,618▲ $46,454
Savings and Temporary Cash Investments$708,300$776,450▲ $68,150
Cash and Non-Interest-Bearing Accounts$374,804$208,887▼ $165,917
Prepaid Expenses and Deferred Charges$231,697$202,007▼ $29,690
Accounts Receivable$57,500$31,104▼ $26,396
Land, Buildings, and Equipment, Net$3,510$1,357▼ $2,153
Total Assets$2,733,975$2,624,423▼ $109,552
Other Assets Total$7,000$7,000→ $0
Liabilities
Deferred Revenue$531,687$324,590▼ $207,097
Accounts Payable and Accrued Expenses$101,035$107,677▲ $6,642
Total Liabilities$632,722$432,267▼ $200,455
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,101,253$2,192,156▲ $90,903
Total Net Assets Fund Balance$2,101,253$2,192,156▲ $90,903
Total Liabilities and Net Assets / Fund Balance$2,733,975$2,624,423▼ $109,552

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,357$125,962$127,319
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lionel C JohnsonPresidentFT$333,144$115,427$448,571
James ApostolVice PresidentFT$223,129$23,651$246,780
Sabina GotuacoFinance & Admin DirectorFT$154,141$25,794$179,935
Piin-fen KokSenior Program DirectorFT$156,121$20,187$176,308
Mark MancaoTech & Design DirectorFT$104,788$17,308$122,096

Board Members and Trustees

NameTitle
Jeb BurnsChair
H Lawrence Hull JrFounder & Chair Emeritus
John SkjervemVice Chair
Ajit DayalDirector
Allyson TuckerDirector
Ambassador Paul SpeltzDirector
Catherine SavageDirector
Conrad YanDirector
Derek BrodersenDirector
Frank TangDirector
Howard ChaoDirector
Laura NashmanDirector
Melissa MaDirector
Robert MaynardDirector
Sheila PatelDirector
Takajiro IshikawaDirector
Henry JonesSecretary
Bryan ThomsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,430,150
Program Service Revenue
$492,271
Investment Income
$28,294
Other Revenue
$0
All Other Contributions
$195,000
Change in Net Assets
$71,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,950,715
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$49,119
Total Revenue per Audited Statements
$2,999,834
Total Revenue per Form 990
$2,950,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,610,814
Other Expenses$1,268,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$757,160$143,057-$900,217
Conferences and Meetings$738,976$6,071-$745,047
Current Officers, Directors, Trustees, and Key Employees$217,395$217,394-$434,789
Fees for Services Other$69,712$91,270-$160,982
Occupancy$83,251$55,501-$138,752
Other Employee Benefits$96,659$41,422-$138,081
Travel$65,327$16,332-$81,659
Payroll Taxes$56,254$20,807-$77,061
Office Expenses$45,509$19,618-$65,127
Pension Plan Contributions$48,426$12,240-$60,666
Fees for Services Accounting-$16,749-$16,749
Insurance$7,082$4,722-$11,804
Fees for Services Legal-$5,721-$5,721
Depreciation Depletion$1,292$861-$2,153
Other Expenses$596$198-$794
All Other Expenses$-465$562-$97
Total Functional Expenses$2,211,743$667,188$0$2,878,931

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,908,931
Expenses per Audited Statements$2,878,931
Total Expenses per Form 990$2,878,931
Expenses Not Reported on Form 990$30,000
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$713,370

International Compliance

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
North AmericaProgram ServicesWinter Roundtable, Summer Roundtable--$390,554
ChinaProgram ServicesAsia Roundtable, Ppi Executive Seminar--$322,816
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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, Section A, Line 6

“Line 6 explanation - members are approved via a unanimous vote from the board of directors.”

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

“Line 7a explanation - a member may be elected to the board of directors at any regularly scheduled board meeting.”

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

“Line 11b explanation - 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, Section B, Line 12C

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

Form 990, Part VI, Section B, Line 15

“Key employee compensation is decided by the president. The president's decision is based on comparable market analysis on the geographic location. The president's compensation is decided by and approved by the board of directors. The decision is based on a salary survey of an approved comparator group (chosen every two years) or a compensation consultant and the board's review of the president's performance.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Pacific Pension & Investment Institute
EIN
94-3264631
Phone
4155761187
Address
465 CALIFORNIA ST NO 610, SAN FRANCISCO, CA 94104

Signing Officer

Name
Lionel C Johnson
Title
President
Phone
4155761187
Signed
2020-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lionel C Johnson
Formed
1994
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
9
Volunteers
18

Preparer

Firm
Singerlewak Llp
Address
262 GRAND AVENUE, S SAN FRANCISCO, CA 94080
Preparer
Bruce Wright
Phone
6508727600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

“Ppi is a global organization centered on a common interest in helping asset owners and managers understand, learn and gain perspective from each other on geopolitical, economic and financial matters that affect the investment environment and opportunities for its members.”

Form 990, Part III, Line 4A

“Pacific pension & investment institute(ppi) is a global organization centered on a common interest in helping asset owners and managers understand, learn and gain perspective from each other on geopolitical, economic and financial matters that affect the investment environment and opportunities for its members. In 2019, ppi held their winter roundtable (wrt) dialogue in westlake village, ca, and their summer roundtable (srt) dialogue in chicago, il. The ppi executive seminar (pes) and the asia pacific roundtable (aprt) were held in shanghai, china. Ppi held meetings and retreat with the board members during these roundtables. Ppi also held an executive seminar study tour in mexico city. Ppi also conducted a webinar on "china's economic outlook: a reality check." program materials for all roundtables, sessions and seminars were published digitally via a mobile event application and event websites. The annual report was posted to the ppi website, www.ppi.institute, and distributed digitally via email. Membership news and updates were sent via email letters and newsletter-style communications, and posted on ppi's website.”

Raw XML AppendixShowing 400 of 670 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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