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Pacific Pension & Investment Institute

Public charity
Research & Policy · SAN FRANCISCO, CA · EIN 94-3264631
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About

PPI is a global institute 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.

Donations are tax-deductible
Category
Research & Policy
Employees
9
Volunteers
22

Financial Snapshot

FY ending 2024-12-31
Revenue
$3.7M
Expenses
$3.5M
Assets
$3.2M
Liabilities
$494K

Financial history

$3.7M$1.9M$0
161718192021222324
RevenueExpenses
Latest FY2024: $3.7M · Avg: $3.0M

Foreign activity (Schedule F)

Total spent abroad$726K
Foreign employees0
Foreign offices0
Foreign partnership interestNo
Foreign trust interestNo
RegionActivitySpent
EAST ASIA AND THE PACIFIC——
SOUTH ASIA——
EAST ASIA AND THE PACIFIC——
EUROPE (INCLUDING ICELAND & GREENLAND)——
PACIFIC PENSION & INVESTMENT INSTITUTE
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Address

95 Third Street 2ND Floor
SAN Francisco, CA, 94103-310

Governance

Voting board members16
Independent members16
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Initial contract exceptionNo

Financial detail (Schedule D)

Board-designated %100.0%
Endowment held by related orgNo
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
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