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Nonprofit · EIN 30-0702019

PUBLIC PENSION FINANCIAL FORUM

Tax-exempt · HILLIARD, OH 43026

Financials

$522K$382K2023$582K$421K2024$690K$578K2025
Revenue Expenses · by fiscal year end
Financials of PUBLIC PENSION FINANCIAL FORUM by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$689,864$577,674$112,190$984,922$0$984,922
December 31, 2024990$581,902$420,929$160,973$872,732$0$872,732
December 31, 2023990$522,163$382,471$139,692$711,759$0$711,759
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$644,428
Investment income
$45,436
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Travel
$3,981
Program services (functional)
$511,118
Management and general (functional)
$66,556

Balance sheet and other

Total assets, start of year
$872,732
Total assets, end of year
$984,922
Total liabilities, end of year
$0
Net assets, end of year
$984,922
Gross receipts
$689,864
Employees
0
Volunteers
60
Year formed
2004
State of legal domicile
OH

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.

NameTitleHours / weekCompensation
DAVE DEJONGECONSULTANT
Former
25$50,283
MELISSA RACKERSPRESIDENT
Officer
0.75$0
KAREN CARAHERPRESIDENT-ELECT
Officer
0.75$0
TIM REKOWSECRETARY
Officer
0.75$0
MARK NANNINITREASURER
Officer
0.75$0
ROB DOLPHINDIRECTOR
Trustee or director
0.75$0
MICHELE NIXDIRECTOR
Trustee or director
0.75$0
AHNI SMITHDIRECTOR
Trustee or director
0.75$0
MARK WHELANDIRECTOR
Trustee or director
0.75$0
JASON WILLETTDIRECTOR
Trustee or director
0.75$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
DAVE DEJONGECONSULTANT
Former
25$46,820
MARK WHELANDIRECTOR
Trustee or director
0.75$0
MELISSA RACKERSPRESIDENT
Trustee or director, Officer
0.75$0
MICHELE NIXDIRECTOR
Trustee or director
0.75$0
DARLA IVERSONDIRECTOR
Trustee or director
0.75$0
TIM REKOWSECRETARY
Trustee or director, Officer
0.75$0
MARK NANNINITREASURER
Trustee or director, Officer
0.75$0
KAREN CARAHERDIRECTOR
Trustee or director
0.75$0
ROB DOLPHINDIRECTOR
Trustee or director
0.75$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
DAVE DEJONGECONSULTANT
Former
25$53,380
MARK WHELANPRESIDENT
Trustee or director, Officer
0.75$0
MELISSA RACKERSDIRECTOR
Trustee or director
0.75$0
MICHELE NIXDIRECTOR
Trustee or director
0.75$0
DARLA IVERSONDIRECTOR
Trustee or director
0.75$0
TIM REKOWDIRECTOR
Trustee or director
0.75$0
RHONDA COVARRUBIASDIRECTOR
Trustee or director, Officer
0.75$0
MARK NANNINIDIRECTOR
Trustee or director
0.75$0
KAREN CARAHERTREASURER
Trustee or director, Officer
0.75$0
ROB DOLPHINDIRECTOR
Trustee or director
0.75$0

Address and contacts

Address (IRS master file)
PO BOX 33, HILLIARD, OH 43026-0033
In care of
% KAREN CARRAHER
Principal officer (990 for 2025)
KAREN CARRAHER, PO BOX 33, HILLIARD, OH 43026
Signed the 990
KAREN CARRAHER, PRESIDENT ELECT
Phone
(614) 222-0011
Return prepared by
HENRY SOLIS CPA

Mission

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

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $429,137 · revenue $447,925
  • 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.
    Expenses $37,509 · revenue $136,900
  • 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.
    Expenses $44,472 · revenue $42,969

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
30-0702019
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B02)
Assets (IRS master file)
$984,922
Income (IRS master file)
$689,864

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$689,864$577,674$984,922XML
990December 2024$581,902$420,929$872,732XML
990December 2023$522,163$382,471$711,759XML
990December 2022$308,850$411,226$572,067IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 30-0702019).

Questions about PUBLIC PENSION FINANCIAL FORUM

What is the EIN of PUBLIC PENSION FINANCIAL FORUM?
The employer identification number (EIN) of PUBLIC PENSION FINANCIAL FORUM is 30-0702019.
Is PUBLIC PENSION FINANCIAL FORUM tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to PUBLIC PENSION FINANCIAL FORUM tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PUBLIC PENSION FINANCIAL FORUM 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 PENSION FINANCIAL FORUM 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 PUBLIC PENSION FINANCIAL FORUM 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 PUBLIC PENSION FINANCIAL FORUM?
The 990 for the year ended December 31, 2025 names KAREN CARRAHER.
Who are the officers and directors of PUBLIC PENSION FINANCIAL FORUM?
The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $50,283 (DAVE DEJONGE, CONSULTANT).
How much revenue does PUBLIC PENSION FINANCIAL FORUM have?
On its 990 for the year ended December 31, 2025 it reported revenue of $689,864, expenses of $577,674 and total assets of $984,922 at year end.

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