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Employer Identification Number 94-3264631

PACIFIC PENSION INSTITUTE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:PACIFIC PENSION INSTITUTE
Employer identification number (EIN):94-3264631
EIN Issuing AuthorityMemphis, TN
NAIC Classification:611000
401k Pension/Benefits registration PACIFIC PENSION INSTITUTE 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementGLOBAL ORGANIZATION CENTERED ON HELPING ASSET OWNERS/MANAGERS UNDERSTAND THE INVESTMENT ENVIRONMENT
Number of Employees11
Number of Volunteers0
Year Formed1994

Organization Governance

Legal DomicileCA
Voting Members - Governing Body21
Voting Members - Independent21

Organization Financials

2023-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 293,527
Program Service Revenue from current yearUSD $ 540,909
Investment Income from prior yearUSD $ 18,544
Investment Income from current yearUSD $ 45,837
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,217,346
Net assets / fund balances at end of fiscal yearUSD $ 2,415,268
Net assets / fund balances at beginning of fiscal yearUSD $ 2,246,122
Total liabilities at end of fiscal yearUSD $ 219,716
Total liabilities at beginning of fiscal yearUSD $ 168,167
Total assets at end of fiscal yearUSD $ 2,634,984
Total assets at beginning of fiscal yearUSD $ 2,414,289
Revenues less expenses for current yearUSD $ 148,992
Revenues less expenses for previous yearUSD $ -131,870
Total expenses for current yearUSD $ 3,068,354
Total expenses for previous yearUSD $ 2,982,229
Other expenses in current yearUSD $ 1,114,710
Other expenses in previous yearUSD $ 1,122,458
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,953,644
Employee salary and benefits paid in previous yearUSD $ 1,859,771
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,217,346
Total revenue in previous fiscal yearUSD $ 2,850,359
Contributions and grants from current yearUSD $ 2,630,600
Contributions and grants from previous yearUSD $ 2,538,288
Revenue from membership duesUSD $ 2,438,100
2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 113,991
Program Service Revenue from current yearUSD $ 293,527
Investment Income from prior yearUSD $ 10,616
Investment Income from current yearUSD $ 18,544
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,850,359
Net assets / fund balances at end of fiscal yearUSD $ 2,246,122
Net assets / fund balances at beginning of fiscal yearUSD $ 2,427,755
Total liabilities at end of fiscal yearUSD $ 168,167
Total liabilities at beginning of fiscal yearUSD $ 201,531
Total assets at end of fiscal yearUSD $ 2,414,289
Total assets at beginning of fiscal yearUSD $ 2,629,286
Revenues less expenses for current yearUSD $ -131,870
Revenues less expenses for previous yearUSD $ 177,753
Total expenses for current yearUSD $ 2,982,229
Total expenses for previous yearUSD $ 2,402,623
Other expenses in current yearUSD $ 1,122,458
Other expenses in previous yearUSD $ 654,089
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,859,771
Employee salary and benefits paid in previous yearUSD $ 1,748,534
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,850,359
Total revenue in previous fiscal yearUSD $ 2,580,376
Contributions and grants from current yearUSD $ 2,538,288
Contributions and grants from previous yearUSD $ 2,455,769
Revenue from membership duesUSD $ 2,379,750
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 175,786
Program Service Revenue from current yearUSD $ 113,991
Investment Income from prior yearUSD $ 20,983
Investment Income from current yearUSD $ 10,616
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,580,376
Net assets / fund balances at end of fiscal yearUSD $ 2,427,755
Net assets / fund balances at beginning of fiscal yearUSD $ 2,267,297
Total liabilities at end of fiscal yearUSD $ 191,531
Total liabilities at beginning of fiscal yearUSD $ 179,957
Total assets at end of fiscal yearUSD $ 2,619,286
Total assets at beginning of fiscal yearUSD $ 2,447,254
Revenues less expenses for current yearUSD $ 177,753
Revenues less expenses for previous yearUSD $ 60,026
Total expenses for current yearUSD $ 2,402,623
Total expenses for previous yearUSD $ 2,508,893
Other expenses in current yearUSD $ 654,089
Other expenses in previous yearUSD $ 805,362
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,748,534
Employee salary and benefits paid in previous yearUSD $ 1,703,531
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,580,376
Total revenue in previous fiscal yearUSD $ 2,568,919
Contributions and grants from current yearUSD $ 2,455,769
Contributions and grants from previous yearUSD $ 2,372,150
Revenue from membership duesUSD $ 2,092,400
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 492,271
Program Service Revenue from current yearUSD $ 175,786
Investment Income from prior yearUSD $ 28,294
Investment Income from current yearUSD $ 20,983
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,568,919
Net assets / fund balances at end of fiscal yearUSD $ 2,267,297
Net assets / fund balances at beginning of fiscal yearUSD $ 2,192,156
Total liabilities at end of fiscal yearUSD $ 179,957
Total liabilities at beginning of fiscal yearUSD $ 432,267
Total assets at end of fiscal yearUSD $ 2,447,254
Total assets at beginning of fiscal yearUSD $ 2,624,423
Revenues less expenses for current yearUSD $ 60,026
Revenues less expenses for previous yearUSD $ 71,784
Total expenses for current yearUSD $ 2,508,893
Total expenses for previous yearUSD $ 2,878,931
Other expenses in current yearUSD $ 805,362
Other expenses in previous yearUSD $ 1,268,117
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,703,531
Employee salary and benefits paid in previous yearUSD $ 1,610,814
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,568,919
Total revenue in previous fiscal yearUSD $ 2,950,715
Contributions and grants from current yearUSD $ 2,372,150
Contributions and grants from previous yearUSD $ 2,430,150
Revenue from membership duesUSD $ 2,075,450
2019-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 418,603
Program Service Revenue from current yearUSD $ 492,271
Investment Income from prior yearUSD $ 24,006
Investment Income from current yearUSD $ 28,294
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,950,715
Net assets / fund balances at end of fiscal yearUSD $ 2,192,156
Net assets / fund balances at beginning of fiscal yearUSD $ 2,101,253
Total liabilities at end of fiscal yearUSD $ 432,267
Total liabilities at beginning of fiscal yearUSD $ 632,722
Total assets at end of fiscal yearUSD $ 2,624,423
Total assets at beginning of fiscal yearUSD $ 2,733,975
Revenues less expenses for current yearUSD $ 71,784
Revenues less expenses for previous yearUSD $ 62,833
Total expenses for current yearUSD $ 2,878,931
Total expenses for previous yearUSD $ 2,741,976
Other expenses in current yearUSD $ 1,268,117
Other expenses in previous yearUSD $ 1,269,616
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,610,814
Employee salary and benefits paid in previous yearUSD $ 1,472,360
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,950,715
Total revenue in previous fiscal yearUSD $ 2,804,809
Contributions and grants from current yearUSD $ 2,430,150
Contributions and grants from previous yearUSD $ 2,362,200
Revenue from membership duesUSD $ 2,235,150
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 359,610
Program Service Revenue from current yearUSD $ 418,603
Investment Income from prior yearUSD $ 14,969
Investment Income from current yearUSD $ 24,006
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,804,809
Net assets / fund balances at end of fiscal yearUSD $ 2,101,253
Net assets / fund balances at beginning of fiscal yearUSD $ 2,040,077
Total liabilities at end of fiscal yearUSD $ 632,722
Total liabilities at beginning of fiscal yearUSD $ 350,797
Total assets at end of fiscal yearUSD $ 2,733,975
Total assets at beginning of fiscal yearUSD $ 2,390,874
Revenues less expenses for current yearUSD $ 62,833
Revenues less expenses for previous yearUSD $ 73,187
Total expenses for current yearUSD $ 2,741,976
Total expenses for previous yearUSD $ 2,647,932
Other expenses in current yearUSD $ 1,269,616
Other expenses in previous yearUSD $ 1,255,987
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,472,360
Employee salary and benefits paid in previous yearUSD $ 1,391,945
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,804,809
Total revenue in previous fiscal yearUSD $ 2,721,119
Contributions and grants from current yearUSD $ 2,362,200
Contributions and grants from previous yearUSD $ 2,346,540
Revenue from membership duesUSD $ 2,257,200
2017-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 345,013
Program Service Revenue from current yearUSD $ 359,610
Investment Income from prior yearUSD $ 15,542
Investment Income from current yearUSD $ 14,969
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,721,119
Net assets / fund balances at end of fiscal yearUSD $ 2,040,077
Net assets / fund balances at beginning of fiscal yearUSD $ 1,972,965
Total liabilities at end of fiscal yearUSD $ 350,797
Total liabilities at beginning of fiscal yearUSD $ 420,550
Total assets at end of fiscal yearUSD $ 2,390,874
Total assets at beginning of fiscal yearUSD $ 2,393,515
Revenues less expenses for current yearUSD $ 73,187
Revenues less expenses for previous yearUSD $ 98,887
Total expenses for current yearUSD $ 2,647,932
Total expenses for previous yearUSD $ 2,436,073
Other expenses in current yearUSD $ 1,255,987
Other expenses in previous yearUSD $ 1,095,678
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,391,945
Employee salary and benefits paid in previous yearUSD $ 1,340,395
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,721,119
Total revenue in previous fiscal yearUSD $ 2,534,960
Contributions and grants from current yearUSD $ 2,346,540
Contributions and grants from previous yearUSD $ 2,174,405
Revenue from membership duesUSD $ 2,206,300
2016-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 354,912
Program Service Revenue from current yearUSD $ 345,013
Investment Income from prior yearUSD $ 11,471
Investment Income from current yearUSD $ 15,542
Other Revenue from prior yearUSD $ 100
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,534,960
Net assets / fund balances at end of fiscal yearUSD $ 1,972,965
Net assets / fund balances at beginning of fiscal yearUSD $ 1,877,487
Total liabilities at end of fiscal yearUSD $ 420,550
Total liabilities at beginning of fiscal yearUSD $ 354,386
Total assets at end of fiscal yearUSD $ 2,393,515
Total assets at beginning of fiscal yearUSD $ 2,231,873
Revenues less expenses for current yearUSD $ 98,887
Revenues less expenses for previous yearUSD $ 198,569
Total expenses for current yearUSD $ 2,436,073
Total expenses for previous yearUSD $ 2,119,747
Other expenses in current yearUSD $ 1,095,678
Other expenses in previous yearUSD $ 1,020,169
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,340,395
Employee salary and benefits paid in previous yearUSD $ 1,099,578
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,534,960
Total revenue in previous fiscal yearUSD $ 2,318,316
Contributions and grants from current yearUSD $ 2,174,405
Contributions and grants from previous yearUSD $ 1,951,833
Revenue from membership duesUSD $ 1,975,150
Total of other revenueUSD $ 0
2015-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 373,122
Program Service Revenue from current yearUSD $ 354,912
Investment Income from prior yearUSD $ 8,892
Investment Income from current yearUSD $ 11,471
Other Revenue from prior yearUSD $ 1,400
Other Revenue from current yearUSD $ 100
Gross receipts from all sourcesUSD $ 2,318,316
Net assets / fund balances at end of fiscal yearUSD $ 1,877,487
Net assets / fund balances at beginning of fiscal yearUSD $ 1,683,219
Total liabilities at end of fiscal yearUSD $ 354,386
Total liabilities at beginning of fiscal yearUSD $ 197,487
Total assets at end of fiscal yearUSD $ 2,231,873
Total assets at beginning of fiscal yearUSD $ 1,880,706
Revenues less expenses for current yearUSD $ 198,569
Revenues less expenses for previous yearUSD $ -4,063
Total expenses for current yearUSD $ 2,119,747
Total expenses for previous yearUSD $ 1,914,471
Other expenses in current yearUSD $ 1,020,169
Other expenses in previous yearUSD $ 997,917
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,099,578
Employee salary and benefits paid in previous yearUSD $ 916,554
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,318,316
Total revenue in previous fiscal yearUSD $ 1,910,408
Contributions and grants from current yearUSD $ 1,951,833
Contributions and grants from previous yearUSD $ 1,526,994
Revenue from membership duesUSD $ 1,749,775
Total of other revenueUSD $ 100

Other Company Names associated with EIN

PACIFIC PENSION & INVESTMENT INSTITUTE

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 943264631

USA Location Address
465 CALIFORNIA ST SUITE 610
SAN FRANCISCO
CA
94104
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
95 THIRD ST
2ND FL
SAN FRANCISCO
CA
94103
Date first seen: 2007-01-01
Date last seen: 2024-06-30

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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