2026-08-17T14:40:40-05:00 2025-09-30 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-10-01 824525112 Pacific Forum International PACI 8085216745 1003 Bishop St Pauahi Tower 1150 Honolulu HI 96813 David Santoro President 8085216745 2026-08-14 1 1 Stacy Cullen P00974308 3012316200 2026-08-14 2024 2025-03-06 01:10:19Z David Santoro 1003 Bishop St Pauahi Tower 1150 Honolulu HI 96813 4552956 0 X www.pacforum.org X 2018 HI A public policy research institution dedicated to analysis and policy impact. 16 13 15 20 0 0 3076080 4139668 0 37936 195759 206552 28974 13 3300813 4384169 0 0 0 0 1429735 1388265 0 77500 102890 2118069 2642362 3547804 4108127 -246991 276042 6603018 7648529 522739 1094587 6080279 6553942 X To engage generally in the activity of providing a private, nonpartisan international consultative forum for addressing common policy problems and issues affecting the economic development, resources, security, and stability of the countries of the Indo-Asia-Pacific region, and to provide a means for an active and continuing exchange of information, ideas, and views on economic development policies, investment and trade, defense and broader security, energy, and other matters of mutual interest and concern; and the opportunity to propose international programs and policy actions to governments and international organizations. 0 0 591214 37949 Risk reduction, Nonproliferation and Energy - Pacific Forum's Risk Reduction, Non-Proliferation, and Energy Program examines the geopolitical, military, and technological factors shaping strategic stability in the Indo-Pacific with particular focus on major power dynamics among the United States, China, and Russia. Through track-2 and track-1.5 dialogues, workshops, and research, the program conducts research and convenes policymakers, military officials, and scholars to address: Deterrence, extended deterrence, and crisis management Arms control and nonproliferation norms The intersection of nuclear deterrence with cyber, space, and advanced conventional capabilities A growing component of the program examines energy security and strategic stability, including the strategic, regulatory, and governance implications of expanding civilian nuclear energy across the region. Pacific Forum conducts research and facilitates regional dialogue on nuclear safety, international safeguards, export controls, and civil nuclear cooperationsupporting a balanced approach to energy security, climate goals, and nonproliferation commitments. 290687 Geopolitics and Foreign Policy - Pacific Forum's Geopolitics and Foreign Policy Program examines political, security, and regional developments across the Indo-Pacific, translating complex regional dynamics into actionable insights that inform policy and advance stability. Through integrated programming, the program researches and engages perspectives from across Northeast and Southeast Asia, the Korean Peninsula, South Asia, and the Indian Ocean. Areas of focus include: Alliance coordination and extended deterrence, including on the Korean Peninsula Bilateral and multilateral relationship-building Maritime security and geopolitical competition With engagements across Bangkok, Phnom Penh, Taipei, Singapore, and Honolulu, the program fosters a more connected, resilient Indo-Pacific. 1027964 National Security and Defense - Pacific Forum's National Security and Defense Program advances practical, solution-oriented research and dialogue on the evolving security challenges shaping the Indo-Pacifica region at the center of strategic gravity, technological innovation, and economic competition. The program bridges policy development and operational execution by publishing and convening senior defense officials, military leaders, policymakers, industry partners, and strategic thinkers on issues to address deterrence and readiness requirements, alliance and partner coordination, crisis management, and defense and technology innovation. Key areas of focus include: Readiness, deterrence, and alliance resilience Gray-zone and hybrid challenges below the threshold of conflict Strengthening the defense industrial base Logistics and critical infrastructure Integration of emerging technologiesAI, space, and cyberinto defense planning Through flagship convenings such as the Honolulu Defense Forum and the Honolulu International Forum, alongside targeted publications, the program provides trusted venues for new innovative ideas and frank exchange across governments, allied militaries, and the private sector. 1163727 International relationsGeoeconomics and Economic StatecraftNext Generation 1163727 3073592 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X The Organization 8085216745 1003 Bishop St Pauahi Tower 1150 Honolulu HI 96813 David Santoro President 35.00 X X 197365 0 0 Ralph Cossa WSD Handa Chair/President Emeritus 10.00 X X 39600 0 0 Brenda Foster BOD/Chairwoman 0.75 X X 0 0 0 James Kelly BOD/Chairman 0.75 X X 0 0 0 Steven Chan Board of Directors 0.75 X 0 0 0 Abe Denmark Board of Directors 0.75 X 0 0 0 Robert Girrier Board of Directors 0.75 X 0 0 0 Alex Kimura Board of Directors 0.75 X 0 0 0 Warren Luke Board of Directors 0.75 X 0 0 0 David Mulliken Board of Directors 0.75 X 0 0 0 Torkel Patterson Board of Directors 0.75 X 0 0 0 Jean Rolles Board of Directors 0.75 X 0 0 0 Charles Salmon Board of Directors 0.75 X 0 0 0 Eric Sayers Board of Directors 0.75 X 0 0 0 Barbara Tanabe Board of Directors 0.75 X 0 0 0 Lauren Moriarty Board of Directors (Left June 2025) 0.75 X 0 0 0 Carl W Baker Executive Director 35.00 X 137500 0 0 Brooke Mizuno Director of Development 35.00 X 100177 0 0 474642 0 0 3 0 1 0 Kimberly Lehn 2477 Halekoa Dr Honolulu HI 96821 Consulting 212000 Akhil Ramesh 1571 Piikoi St Apt 405 Honolulu HI 96821 Consulting 130000 2 1578867 2560801 4139668 Contract Revenue 900099 37936 37936 37936 126367 126367 248972 168787 80185 80185 80185 Other Revenue 900099 13 13 13 4384169 37949 0 206552 X 474641 311598 162087 956 574502 377155 196189 1158 30082 30082 277297 214898 61461 938 31743 31743 7345 7345 91208 91208 77500 77500 25232 25232 939660 846778 92882 77971 5342 69641 2988 130110 43140 86545 425 307252 263992 42773 487 982042 963710 285 18047 3918 3918 5956 563 5393 Subscription 42598 23274 18933 391 Honorarium 23142 23142 Payroll Services 5928 5928 4108127 3073592 931645 102890 778052 674524 226148 575568 102609 408990 19704 67127 75790 48196 9701 27594 5192956 5548191 273848 346535 6603018 7648529 169073 163064 456600 353666 474923 522739 1094587 X 864362 864362 5215917 5689580 6080279 6553942 6603018 7648529 X 276042 381876 23705 -207960 X X 0 1 X 1 1 1 X 2533593 2313482 4071282 3076080 4139668 16134105 2533593 2313482 4071282 3076080 4139668 16134105 2059735 14074370 94964 92995 108439 118111 414509 23222 23222 931 1101 9 5752 41 7834 16579670 37936 0.84890 0.76400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15500 861 14639 60290 47335 12955 27594 Refundable Advances 186558 Operating Lease Liabilities 288365 474923 4766045 381876 381876 4384169 0 4384169 4108127 0 4108127 0 4108127 Part V Endowment Funds During the audit review process, it was determined that certain amounts had been incorrectly classified as endowment funds in prior reporting. Accordingly, the classification has been revised and updated in the fiscal year ended September 30, 2025 tax return. X X X X X X X 0 Kimberly Lehn 2477 Halekoa Dr Honolulu HI 96821 HDF 2025 0 684409 62500 621909 Stratnova Advisors 1718 Capitol Avenue Cheyenne WY 82001 HDF 2025 0 110000 15000 95000 794409 77500 716909 X X 0 0 0 0 0 0 0 0 0 David Santoro President 179423 0 0 0 17942 0 0 0 0 0 197365 0 0 0 Form 990, Part VI, Section B, line 11b The Form 990 was prepared by outside accountants and reviewed by the President, Executive Director, Director of Development, and Board Treasurer. A copy of the Form 990 was provided to the Board prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Each Director, Officer, and Senior Management Staff must sign a statement in January of each year that sets forth the following: (A) Any conflicts of interest which might be expected to occur within the following year, and disclose as fully as possible the nature of potential conflicts and the nature of the person's interest in the potential transactions. (B) Affirm that such person (I) has received a copy of the policy, (II) has read and understands the policy, (III) has agreed to comply with the policy, and (IV) understands that the Corporation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its tax-exempt purposes. (C) The annual statement is substantially in the form attached as Annex A to the Conflict of Interest Policy. Form 990, Part VI, Section B, line 15 The Board conducts a review of the CEO/President's compensation that includes a comparison of compensation paid by similarly-sized peer organizations in the same geographic location. The salaries for the Executive Director and Key Employees are determined by the CEO/President and based on merit. The most recent compensation review process took place in December 2024. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available upon request. Form 990, Part IX, line 11g Contractors: Program service expenses 846,778. Management and general expenses 92,882. Fundraising expenses 0. Total expenses 939,660. Form 990, Part XI, line 9: Investment reallocation -207,960. Form 990, Part XII, Line 2c: The process has not changed from prior year.