Pacific Pension & Investment Institute

Analysis

Pacific Pension & Investment Institute is a registered charity in United States, based in San Francisco, CA. It received its IRS tax-exemption ruling in April 1998, 28 years ago. Its declared purposes cover public and societal benefit, which this site groups under other charitable purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Pacific Pension & Investment Institute reported income of $3.2m and spending of $3.1m, spending 95% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $3.0m to $3.2m (+9.0%), an average of +2.2% a year. Over the whole period it spent 98% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Pacific Pension & Investment Institute sits at the 89th percentile: it is larger than about 89% of them. Against every charity in United States with reported income it ranks in the 89th percentile, and in the 90th percentile within CA. Charities of a similar size with the same main cause include Work Activity Center ($3.2m), Iowa Coalition Against Sexual Assualt ($3.2m) and Behavioral Health Inc ($3.2m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 82% and program service revenue 17% of the total. Compensation of current officers, directors and key employees was $846k (28% of expenses). Other salaries and wages came to $841k. At year end it held assets of $2.6m against liabilities of $220k, net assets of $2.4m. It reported 10 employees.