Small Public Charity

PUBLIC FUNDS INVESTMENT INSTITUTE

Based in WELLSVILLE, PA, PUBLIC FUNDS INVESTMENT INSTITUTE operates as a Small Public Charity. The organization reported $100K in revenue, $50K in expenses, $86K in total assets for fiscal year 2024.

EIN: 922860599 WELLSVILLE, PA Public Finance, Taxation & Monetary Policy NTEE: W22 Latest filing: 2024
Total Revenue$100K
Total Expenses$50K
Total Assets$86K
Grant Records0
Filing Years2023–2024

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.

Officers & Directors

FOUNDER Martin Margolis

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $100K $50K $86K
2023 $84K $48K $36K

Between 2023 and 2024, reported annual revenue grew from $84K to $100K (+20%), with total assets most recently reported at $86K.

Interactive year-over-year charts and full filing details available with membership.

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