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Public Pension Financial Forum

EIN 30-0702019 · Hilliard, OH

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong100 out of 100GovernanceFair52 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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

Income
$689,864
Spending
$577,674
Spent on programs
89%
Reserves
20.5 months of spending
Largest source of income
fees for its services, 93%
Employees
0
Volunteers
60
Highest pay
$50,283, consultant

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 100 out of 100. Higher than 85% of charities in its peer group (education, $250k to $1m).

  • Reserves

    35 of 35

    Spendable reserves would cover 20.5 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 16% of income.

  • Income trend

    15 of 15

    Income rose 19% on the year before.

  • Spending floor

    15 of 15

    88% of spending went to programs.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Fair: 52 out of 100. Higher than 24% of charities in its peer group (education, $250k to $1m).

  • Independent board

    25 of 25

    9 of 9 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    12 of 15

    Its accounts were reviewed or compiled by an independent accountant, but not audited.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $429,137 spent. ANNUAL CONFERENCE - DEVELOP AND ORGANIZE AN ANNUAL CONFERENCE FOR PUBLIC PENSION SYSTEM MEMBERS. TOPICS INCLUDE GOVERNMENT ACCOUNTING STANDARDS BOARD (GASB) PRONOUNCEMENTS AND OTHER FINANCIALLY RELATED TOPICS OF INTEREST TO ATTENDEES. PENSION FINANCIAL BASICS AS WELL AS SESSIONS ON GENERAL ACCOUNTING, INVESTMENT ACCOUNTING, EMPLOYER REPORTING, PERSONAL DEVELOPMENT AND TECHNOLOGY. ATTENDANCE AT 2024 CONFERENCE (408). CONFERENCE WAS HELD OVER FOUR DAYS.
  2. $37,509 spent. NETWORKING AND ADVOCACY - PROVIDE MEMBERS WITH NETWORKING OPPORTUNITIES AND MEANS TO KEEP APPRISED OF ADVOCACY EFFORTS ON BEHALF OF PUBLIC PENSION SYSTEMS. SERVICES INCLUDE MEMBER WEBSITE WITH RELEVANT NEWSLETTERS AND TOOLKITS, AS WELL AS REGULARLY SCHEDULED CONFERENCE CALLS FOR MEMBER PARTICIPATION IN GASB RELATED TOPICS. QUARTERLY EDUCATION SESSION - 4 SESSIONS HELD FOR MEMBERS DURING THE YEAR. ALSO, MONITORING AND REPORTING OF REGULATORY ACTIVITIES OF THE GOVERNMENTAL ACCOUNTING STANDARDS BOARD INCLUDING PROVIDING FEEDBACK WHEN REQUESTED.
  3. $44,472 spent. PENSION 101 COURSE. P2F2 OFFERS A TWO-DAY IN-PERSON TRAINING EVENT EACH YEAR DESIGNED FOR STAFF NEW TO PUBLIC PENSION PLAN FINANCE PROFESSIONALS OR STAFF WHO ARE INTERESTED IN BROAD OVERVIEW OF THE THINGS OFTEN HANDLED BY FINANCE STAFF. TOPICS INCLUDE: - TYPES OF PENSION PLANS (DB, DC, 401(a), 457, ETC.) - GASB PRONOUNCEMENTS THAT PERTAIN TO PUBLIC PENSION PLANS - FINANCIAL REPORTING REQUIREMENTS - ACTUARIAL CONCEPTS - INVESTMENT CONCEPTS - INVESTMENT ACCOUNTING - THE WAY MONEY FLOWS THROUGH A PENSION PLAN: CONTRIBUTON TO BENEFITS THE COURSE CONSISTS OF TWO EIGHT-HOUR DAYS OF COURSE WORK AND NETWORKING OPPORTUNITIES. BREAKFAST, LUNCH AND BREAKS ARE INCLUDED, AS ARE COURSE MATERIALS.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since November 2011.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.