Nonprofit · EIN 92-2860599
PUBLIC FUNDS INVESTMENT INSTITUTE
Tax-exempt · WELLSVILLE, PA 17365
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $100,000 | $50,038 | $49,962 | $85,742 | $0 | $85,742 |
| December 31, 2023 | 990-EZ | $83,554 | $47,774 | $35,780 | $35,780 | $0 | $35,780 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $100,000
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $13,104
- Other expenses
- $36,934
- Program services (functional)
- $50,039
Balance sheet and other
- Total assets, start of year
- $35,780
- Total assets, end of year
- $85,742
- Total liabilities, end of year
- $0
- Net assets, end of year
- $85,742
- Cash, savings and investments
- $85,742
- Gross receipts
- $100,000
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTIN MARGOLIS | FOUNDER | 0 | $0 |
990-EZ for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTIN MARGOLIS | FOUNDER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 345 QUARRY RD, WELLSVILLE, PA 17365-9798
- In care of
- % MARTIN MARGOLIS
- Signed the 990-EZ
- MARTIN MARGOLIS, FOUNDER
- Phone
- (415) 462-4511
- Website
- PUBFUNDS.ORG
- Return prepared by
- CRYSTAL U HACKETT CPA
Mission
FOCUS EXCLUSIVELY ON THE UNIQUE NEEDS AND INTEREST OF PUBLIC FUNDS INVESTORS TO PROVIDE A COMMMUNITY FOR INVESTORS TO CONNECT, SHARE BEST PRACTICES AND STAY UP TO DATE ON LATERST TRENDS AND DEVELOPMENTS IN PUBLIC FUNDS INVESTING. STRIVE TO BE LEADING RESOURCE AND ADVOCATE FOR PUBLIC FUNDS INVESTORS BU CONDUCTING AND DISTRIBUTING RESEARCH TO STATE AND LOCAL GOVERNMENTS ABOUT PUBLIC FUNDS INVESTMENT ACTIVITIES AND TRENDS, PROMOTING BEST PRACTICES, STRONG GOVERNANCE AND POSITIVE IMPACT ON SOCIETY.
Program accomplishments
- REGULAR PUBLICATION OF INVESTMENT DATA DASHBOARDExpenses $50,039
- EDUCATION OF PUBLIC FUNDS INVESTORS
- RESEARCH PROJECTS FOCUSING ON INVESTMENT OF PUBLIC FUNDS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 92-2860599
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W22)
- Assets (IRS master file)
- $85,742
- Income (IRS master file)
- $100,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $100,000 | $50,038 | $85,742 | IRS |
| 990-EZ | December 2023 | $83,554 | $47,774 | $35,780 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-2860599).
Questions about PUBLIC FUNDS INVESTMENT INSTITUTE
- What is the EIN of PUBLIC FUNDS INVESTMENT INSTITUTE?
- The employer identification number (EIN) of PUBLIC FUNDS INVESTMENT INSTITUTE is 92-2860599.
- Is PUBLIC FUNDS INVESTMENT INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to PUBLIC FUNDS INVESTMENT INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PUBLIC FUNDS INVESTMENT INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PUBLIC FUNDS INVESTMENT INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PUBLIC FUNDS INVESTMENT INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of PUBLIC FUNDS INVESTMENT INSTITUTE?
- The 990-EZ for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does PUBLIC FUNDS INVESTMENT INSTITUTE have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $100,000, expenses of $50,038 and total assets of $85,742 at year end.
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