Nonprofit · EIN 94-3264631
PACIFIC PENSION & INVESTMENT INSTITUTE
Tax-exempt · SAN FRANCISCO, CA 94103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,008,627 | $3,609,952 | $398,675 | $3,608,988 | $516,840 | $3,092,148 |
| December 31, 2024 | 990 | $3,708,012 | $3,465,947 | $242,065 | $3,168,476 | $493,975 | $2,674,501 |
| December 31, 2023 | 990 | $3,217,346 | $3,068,354 | $148,992 | $2,634,984 | $219,716 | $2,415,268 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,226,255
- Membership dues
- $3,021,000
- Program service revenue
- $698,214
- Investment income
- $84,158
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,205,265
- Other salaries and wages
- $821,692
- Salaries, compensation and benefits (total)
- $2,330,701
- Professional fundraising fees
- $0
- Legal fees
- $6,850
- Accounting fees
- $38,985
- Occupancy
- $19,979
- Travel
- $120,491
- Program services (functional)
- $2,687,648
- Management and general (functional)
- $922,304
Balance sheet and other
- Total assets, start of year
- $3,168,476
- Total assets, end of year
- $3,608,988
- Total liabilities, end of year
- $516,840
- Net assets, end of year
- $3,092,148
- Land, buildings and equipment
- $2,222
- Publicly traded securities
- $772,083
- Net assets without donor restrictions
- $3,092,148
- Gross receipts
- $4,771,386
- Employees
- 8
- Volunteers
- 23
- Year formed
- 1998
- State of legal domicile
- CA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LIONEL C JOHNSON | PRESIDENT Officer | 40 | $547,424 | $81,789 |
| JAMES APOSTOL | VICE PRESIDENT AND COO Officer | 40 | $313,082 | $29,482 |
| PIIN-FEN KOK | SENIOR PROGRAM DIRECTOR Highest-paid employee | 40 | $208,631 | $49,419 |
| MARK MANCAO | CHIEF OF STAFF Highest-paid employee | 40 | $176,529 | $57,454 |
| JING CARTER | CFO Officer | 40 | $206,133 | $17,616 |
| SHU LI | PROGRAM DIRECTOR Highest-paid employee | 40 | $147,866 | $32,501 |
| EVIE FONG | PROGRAM MANAGER Highest-paid employee | 40 | $128,291 | $20,308 |
| THOMAS JOHNSON | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $112,794 | $20,164 |
| MARK DELANEY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ALLYSON TUCKER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN BONG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LINCOLN WEBB | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GORDAN BAJNAI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ARVIDN CHARI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TED ELIOPOULOS | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIAN FOK | DIRECTOR Trustee or director | 1 | $0 |
| MARCIE FROST | DIRECTOR Trustee or director | 1 | $0 |
| PRANEET GARG | DIRECTOR Trustee or director | 1 | $0 |
| GERALDINE JIMENEZ | DIRECTOR Trustee or director | 1 | $0 |
| HAMZA KHUSHAIM | DIRECTOR Trustee or director | 1 | $0 |
| LEON MENG | DIRECTOR Trustee or director | 1 | $0 |
| LAURA NASHMAN | DIRECTOR Trustee or director | 1 | $0 |
| CATHERINE SAVAGE | DIRECTOR Trustee or director | 1 | $0 |
| RICHELLE SUGIYAMA | DIRECTOR Trustee or director | 1 | $0 |
| TON VAN WELIE | DIRECTOR Trustee or director | 1 | $0 |
| OSAMU YAMAMOTO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LIONEL C JOHNSON | PRESIDENT Officer | 40 | $499,328 | $54,164 |
| JAMES APOSTOL | VICE PRESIDENT AND COO Officer | 40 | $278,274 | $36,504 |
| SABINA GOTUACO | FINANCE & ADMIN DIRECTOR Highest-paid employee | 40 | $200,687 | $36,823 |
| PIIN-FEN KOK | SENIOR PROGRAM DIRECTOR Highest-paid employee | 40 | $183,456 | $35,814 |
| MARK MANCAO | CHIEF OF STAFF Highest-paid employee | 40 | $160,627 | $36,679 |
| SHU LI | PROGRAM DIRECTOR Highest-paid employee | 40 | $133,337 | $24,996 |
| EVIE FONG | PROGRAM MANAGER Highest-paid employee | 40 | $115,238 | $18,444 |
| MARK DELANEY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN BONG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LINCOLN WEBB | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GORDAN BAJNAI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ARVIDN CHARI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TED ELIOPOULOS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCIE FROST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PRANEET GARG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERALDINE JIMENEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHELLE SUGIYAMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEON MENG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA NASHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHERINE SAVAGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLYSON TUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TON VAN WELIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OSAMU YAMAMOTO | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LIONEL C JOHNSON | PRESIDENT Officer | 40 | $498,807 | $48,532 |
| JAMES APOSTOL | VICE PRESIDENT AND COO Key employee | 40 | $266,605 | $32,491 |
| SABINA GOTUACO | FINANCE & ADMIN DIRECTOR Highest-paid employee | 40 | $179,582 | $32,668 |
| PIIN-FEN KOK | SENIOR PROGRAM DIRECTOR Highest-paid employee | 40 | $176,329 | $32,678 |
| MARK MANCAO | CHIEF OF STAFF Highest-paid employee | 40 | $159,030 | $25,647 |
| SHU LI | PROGRAM DIRECTOR Highest-paid employee | 40 | $128,011 | $23,335 |
| EVIE FONG | PROGRAM MANAGER Highest-paid employee | 40 | $110,383 | $17,347 |
| MARK DELANEY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MARLENE PUFFER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CONRAD YAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LINCOLN WEBB | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GORDAN BAJNAI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN BONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ARVIDN CHARI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TED ELIOPOULOS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCIE FROST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PRANEET GARG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERALDINE JIMENEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT MAYNARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEON MENG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA NASHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA RODELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHERINE SAVAGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLYSON TUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TON VAN WELIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OSAMU YAMAMOTO | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 95 THIRD STREET 2ND FLOOR, SAN FRANCISCO, CA 94103-3103
- Principal officer (990 for 2025)
- LIONEL C JOHNSON, 95 THIRD STREET 2ND FLOOR, SAN FRANCISCO, CA 94103
- Signed the 990
- LIONEL C JOHNSON, PRESIDENT
- Phone
- (415) 576-1187
- Website
- WWW.PPI.INSTITUTE
- Return prepared by
- SINGERLEWAK LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3264631 or by the name PACIFIC PENSION & INVESTMENT INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OExpenses $2,687,648 · revenue $698,214
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3264631
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W60)
- Assets (IRS master file)
- $3,608,988
- Income (IRS master file)
- $4,771,386
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,008,627 | $3,609,952 | $3,608,988 | XML |
| 990 | December 2024 | $3,708,012 | $3,465,947 | $3,168,476 | XML |
| 990 | December 2023 | $3,217,346 | $3,068,354 | $2,634,984 | XML |
| 990 | December 2022 | $2,850,359 | $2,982,229 | $2,414,289 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 94-3264631).
Questions about PACIFIC PENSION & INVESTMENT INSTITUTE
- What is the EIN of PACIFIC PENSION & INVESTMENT INSTITUTE?
- The employer identification number (EIN) of PACIFIC PENSION & INVESTMENT INSTITUTE is 94-3264631.
- Is PACIFIC PENSION & INVESTMENT INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to PACIFIC PENSION & INVESTMENT INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PACIFIC PENSION & 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 PACIFIC PENSION & INVESTMENT INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC PENSION & INVESTMENT INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PACIFIC PENSION & INVESTMENT INSTITUTE?
- The 990 for the year ended December 31, 2025 names LIONEL C JOHNSON.
- Who are the officers and directors of PACIFIC PENSION & INVESTMENT INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 26 people; 8 received compensation from the organization, the highest $547,424 (LIONEL C JOHNSON, PRESIDENT).
- How much revenue does PACIFIC PENSION & INVESTMENT INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,008,627, expenses of $3,609,952 and total assets of $3,608,988 at year end.
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