PUBLIC PENSION FINANCIAL FORUM (EIN 300702019) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

KAREN CARRAHER

Phone

6142220011

Tax Period

2025-01-01 to 2025-12-31

PUBLIC PENSION FINANCIAL FORUM, founded in 2004, is a small nonprofit in the Education sector that reported $690K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $112K, a strong 16% operating margin.

Mission

THE PUBLIC PENSION FINANCIAL FORUM IS ORGANIZIED FOR EDUCATION, PENSION ADVOCACY AND NETWORKING PURPOSES, PROMOTING EXCELLENCE IN PUBLIC PENSION PLAN FINANCIAL OPERATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $644,428

Investment Income $45,436

Other Revenue $0

TOTAL REVENUE $689,864

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $511,118

Other Expenses $577,674

TOTAL EXPENSES $577,674

Year-over-Year Comparison

	2025	2024	Change
Revenue	$689,864	$581,902	+0.2%
Expenses	$577,674	$420,929	+0.4%
Net Income	$112,190	$160,973	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE DEJONGE	CONSULTANT	25.00		$50,283	$0	$50,283
MELISSA RACKERS	PRESIDENT	0.75	Officer	$0	$0	$0
KAREN CARAHER	PRESIDENT-ELECT	0.75	Officer	$0	$0	$0
TIM REKOW	SECRETARY	0.75	Officer	$0	$0	$0
MARK NANNINI	TREASURER	0.75	Officer	$0	$0	$0
ROB DOLPHIN	DIRECTOR	0.75	Director	$0	$0	$0
MICHELE NIX	DIRECTOR	0.75	Director	$0	$0	$0
AHNI SMITH	DIRECTOR	0.75	Director	$0	$0	$0
MARK WHELAN	DIRECTOR	0.75	Director	$0	$0	$0
JASON WILLETT	DIRECTOR	0.75	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$689,864	$577,674	$984,922	$112,190
2024	$581,902	$420,929	$872,732	$160,973
2023	$522,163	$382,471	$711,759	$139,692
2022	$308,850	$411,226	$572,067	$-102,376
2021	$379,528	$237,049	$674,443	$142,479
2020	$389,202	$206,572	$531,964	$182,630
2019	$296,577	$264,626	$349,334	$31,951
2018	$251,069	$286,071	$317,383	$-35,002

PUBLIC PENSION FINANCIAL FORUM