Civic Intelligence

Pension Fund Data Exchange Ltd

990EZ • Fiscal year 2011 • EIN 46-0462634

Jul 01, 2010 to Jun 30, 2011 • Filed on Dec 15, 2011

314 Spring Place57005
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

78th percentile

15%

Higher net margin than 78% of similar nonprofits.

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Assets

$116,156

No earlier filing loaded for comparison.

Net Assets

$116,156

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$76,264

No earlier filing loaded for comparison.

Expenses

$64,545

No earlier filing loaded for comparison.

Net Income

$11,719

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $116,156Net Assets 2011: $116,1562011Assets 2012: $142,185Liabilities 2012: $739Net Assets 2012: $141,4462012Assets 2013: $151,998Liabilities 2013: $54,386Net Assets 2013: $97,6122013Assets 2014: $143,630Liabilities 2014: $71,750Net Assets 2014: $71,8802014Assets 2015: $140,269Liabilities 2015: $65,000Net Assets 2015: $75,2692015Assets 2016: $157,453Liabilities 2016: $70,000Net Assets 2016: $87,4532016Assets 2017: $168,309Liabilities 2017: $57,500Net Assets 2017: $110,8092017Assets 2018: $164,235Liabilities 2018: $41,500Net Assets 2018: $122,7352018Assets 2019: $175,862Liabilities 2019: $39,500Net Assets 2019: $136,3622019Assets 2020: $206,447Liabilities 2020: $23,751Net Assets 2020: $182,6962020Assets 2021: $244,756Liabilities 2021: $39,2502021Assets 2022: $263,785Liabilities 2022: $39,7492022Assets 2023: $253,124Liabilities 2023: $20,0002023

Highlighted filing

2011

Assets$116,156
Liabilities-
Net Assets$116,156

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $76,264Expenses 2011: $64,545Net Income 2011: $11,7192011Revenue 2012: $81,259Expenses 2012: $55,969Net Income 2012: $25,2902012Revenue 2013: $82,575Expenses 2013: $87,917Net Income 2013: -$5,3422013Revenue 2014: $81,316Expenses 2014: $107,048Net Income 2014: -$25,7322014Revenue 2015: $83,555Expenses 2015: $80,166Net Income 2015: $3,3892015Revenue 2016: $60,550Expenses 2016: $48,366Net Income 2016: $12,1842016Revenue 2017: $72,556Expenses 2017: $56,200Net Income 2017: $16,3562017Revenue 2018: $65,051Expenses 2018: $53,125Net Income 2018: $11,9262018Revenue 2019: $69,787Expenses 2019: $56,160Net Income 2019: $13,6272019Revenue 2020: $98,534Expenses 2020: $52,200Net Income 2020: $46,3342020Revenue 2021: $75,181Expenses 2021: $52,372Net Income 2021: $22,8092021Revenue 2022: $77,268Expenses 2022: $58,738Net Income 2022: $18,5302022Revenue 2023: $70,150Expenses 2023: $58,812Net Income 2023: $11,3382023

Highlighted filing

2011

Revenue$76,264
Expenses$64,545
Net Income$11,719
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Dec 15, 2011
Return Version
2010v3.6
Mission and Program Overview

Mission

The purpose of the organization is to facilitate information exchange by statewide public pension funds.

Filing and Contact Details

Filer

EIN
46-0462634
Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/Compensation/PersonName0ANGELA M RICHMOND
CompensationExplanation/Compensation/PersonName1RICK DAHL
CompensationExplanation/Compensation/PersonName2MATT CLARK
CompensationExplanation/Compensation/PersonName3MIKE MUELLER
CompensationExplanation/Compensation/PersonName4KEN LAMBERT
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0104437
IRS990EZ/CashSavingsAndInvestments/EOY0116156
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear011719
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts076264
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome014
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues076250
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0104437
IRS990EZ/NetAssetsOrFundBalancesBOY0104437
IRS990EZ/NetAssetsOrFundBalances/EOY0116156
IRS990EZ/NetAssetsOrFundBalancesEOY0116156
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10314 SPRING PLACE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11907 WILDWOOD DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine124009 WEST 49TH STREET SUITE 300
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13350 WINTER STREET NE SUITE 100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine14693 WEST NYE LANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0BRANDON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1JEFFERSON CITY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2SIOUX FALLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3SALEM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4CARSON CITY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0SD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1MO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2SD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4NV
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode057005
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode1651020209
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode257106
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode397301
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode489703
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition020.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ANGELA M RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1RICK DAHL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MATT CLARK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MIKE MUELLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4KEN LAMBERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4CHAIR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal038308
IRS990EZ/PrimaryExemptPurpose0THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE ORGANIZATION COLLECTS INFORMATION ON PUBLIC PENSION FUNDS AND PREPARES SUMMARIES OF THE INFORMATION TO THE SUBMITTING FUNDS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1THE ORGANIZATION OPERATES A WEBSITE WHICH HAS INFORMATION RELATED TO PUBLIC PENSION FUNDS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits026237
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10314 SPRING PLACE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BRANDON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0SD
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode057005
IRS990EZ/TheBooksAreInCareOf/NamePerson0ANGELA NELSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06052482572
IRS990EZ/TotalAssets/BOY0104437
IRS990EZ/TotalAssets/EOY0116156
IRS990EZ/TotalExpenses064545
IRS990EZ/TotalRevenue076264
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWW.PFDE.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES BANK CHARGES 10 TELEPHONE & INTERNET 931 COMPUTER EQUIPMENT 933 COMPUTER SOFTWARE 244 PROFESSIONAL FEES 795 SUBSCRIPTIONS 400 CHECKS 45 HOSTING SERVICES 24,000 PROFESSIONAL SERVICES WEB 10,950 TOTAL 38,308
IRS990ScheduleO/GeneralExplanation/Explanation1THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990ScheduleO/GeneralExplanation/Explanation2THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACHIEVEMENTS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0460462634
ReturnHeader/Filer/Name/BusinessNameLine10PENSION FUND DATA EXCHANGE LTD
ReturnHeader/Filer/NameControl0PENS
ReturnHeader/Filer/Phone06059969646
ReturnHeader/Filer/USAddress/AddressLine10314 SPRING PLACE
ReturnHeader/Filer/USAddress/City0BRANDON
ReturnHeader/Filer/USAddress/State0SD
ReturnHeader/Filer/USAddress/ZIPCode057005
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02011-12-15
ReturnHeader/Officer/Name0MATT CLARK
ReturnHeader/Officer/Phone06059969646
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-01-04
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10NEMEC & ASSOCIATES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105024 S BUR OAK PLACE STE 209
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SIOUX FALLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0SD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0571082238
ReturnHeader/Preparer/Name0TERRANCE A NEMEC CPA
ReturnHeader/Preparer/Phone06052754033
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-01-04T20:56:23-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.53$0.20$0.70$0.59$0.11
2022Summary only. Only limited summary data is available for this year.$2.64$0.40$0.77$0.59$0.19
2021Summary only. Only limited summary data is available for this year.$2.45$0.39$0.75$0.52$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.24$1.83$0.99$0.52$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.40$1.36$0.70$0.56$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.42$1.23$0.65$0.53$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.58$1.11$0.73$0.56$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.70$0.87$0.61$0.48$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.65$0.75$0.84$0.80$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.72$0.72$0.81$1.07$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.54$0.98$0.83$0.88$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.01$1.41$0.81$0.56$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.16$0.76$0.65$0.12