PACIFIC PENSION & INVESTMENT INSTITUTE (EIN 943264631) - 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

1998

Legal Domicile

Principal Officer

LIONEL C JOHNSON

Phone

4155761187

Tax Period

2025-01-01 to 2025-12-31

PACIFIC PENSION & INVESTMENT INSTITUTE, founded in 1998, is a community nonprofit in the Public & Societal Benefit sector that reported $4.0M in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 10% surplus.

Mission

GLOBAL INSTITUTE CENTERED ON HELPING ASSET OWNERS/MANAGERS UNDERSTAND THE INVESTMENT ENVIRONMENT

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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 $3,226,255

Program Service Revenue $698,214

Investment Income $84,158

Other Revenue $0

TOTAL REVENUE $4,008,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,330,701

Fundraising Expenses $0

Program Expenses $2,687,648

Other Expenses $1,279,251

TOTAL EXPENSES $3,609,952

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,008,627	$3,708,012	+0.1%
Expenses	$3,609,952	$3,465,947	+0.0%
Net Income	$398,675	$242,065	+0.6%

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

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

$1,195,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK DELANEY	CHAIR	2.00	Officer Director	$0	$0	$0
ALLYSON TUCKER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KEVIN BONG	SECRETARY	2.00	Officer Director	$0	$0	$0
LINCOLN WEBB	TREASURER	2.00	Officer Director	$0	$0	$0
GORDAN BAJNAI	DIRECTOR	1.00	Director	$0	$0	$0
ARVIDN CHARI	DIRECTOR	1.00	Director	$0	$0	$0
TED ELIOPOULOS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIAN FOK	DIRECTOR	1.00	Director	$0	$0	$0
MARCIE FROST	DIRECTOR	1.00	Director	$0	$0	$0
PRANEET GARG	DIRECTOR	1.00	Director	$0	$0	$0
GERALDINE JIMENEZ	DIRECTOR	1.00	Director	$0	$0	$0
HAMZA KHUSHAIM	DIRECTOR	1.00	Director	$0	$0	$0
LEON MENG	DIRECTOR	1.00	Director	$0	$0	$0
LAURA NASHMAN	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE SAVAGE	DIRECTOR	1.00	Director	$0	$0	$0
RICHELLE SUGIYAMA	DIRECTOR	1.00	Director	$0	$0	$0
TON VAN WELIE	DIRECTOR	1.00	Director	$0	$0	$0
OSAMU YAMAMOTO	DIRECTOR	1.00	Director	$0	$0	$0
LIONEL C JOHNSON	PRESIDENT	40.00	Officer	$547,424	$81,789	$629,213
JAMES APOSTOL	VICE PRESIDENT AND COO	40.00	Officer	$313,082	$29,482	$342,564
JING CARTER	CFO	40.00	Officer	$206,133	$17,616	$223,749
PIIN-FEN KOK	SENIOR PROGRAM DIRECTOR	40.00	Highest	$208,631	$49,419	$258,050
MARK MANCAO	CHIEF OF STAFF	40.00	Highest	$176,529	$57,454	$233,983
THOMAS JOHNSON	EXECUTIVE ASSISTANT	40.00	Highest	$112,794	$20,164	$132,958
SHU LI	PROGRAM DIRECTOR	40.00	Highest	$147,866	$32,501	$180,367
EVIE FONG	PROGRAM MANAGER	40.00	Highest	$128,291	$20,308	$148,599

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	$4,008,627	$3,609,952	$3,608,988	$398,675
2024	$3,708,012	$3,465,947	$3,168,476	$242,065
2023	$3,217,346	$3,068,354	$2,634,984	$148,992
2022	$2,850,359	$2,982,229	$2,414,289	$-131,870
2021	$2,580,376	$2,402,623	$2,619,286	$177,753
2020	$2,568,919	$2,508,893	$2,447,254	$60,026
2019	$2,950,715	$2,878,931	$2,624,423	$71,784
2018	$2,804,809	$2,741,976	$2,733,975	$62,833

PACIFIC PENSION & INVESTMENT INSTITUTE