Civic Intelligence

Pension Fund Data Exchange Ltd

990EZ • Fiscal year 2013 • EIN 46-0462634

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 06, 2013

Organization ProfileWWW.PFDE.ORG
314 Spring Place57005
Siviq Scores

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

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

96th percentile

0.66x

Higher debt load relative to revenue than 96% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

27th percentile

-6.5%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

50th percentile

1.6%

Faster revenue growth than 50% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$151,998

Up $9,813 (+6.9%) from 2012

Net Assets

Down

$97,612

Down $43,834 (-31%) from 2012

Liabilities

Up

$54,386

Up $53,647 (+7259%) from 2012

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin27th percentile

Revenue

Up

$82,575

Up $1,316 (+1.6%) from 2012

Expenses

Up

$87,917

Up $31,948 (+57%) from 2012

Net Income

Down

-$5,342

Down $30,632 (-121%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2013

Assets$151,998
Liabilities$54,386
Net Assets$97,612
Open 2013 Filing

Operations Trend

Revenue Growth50th percentile

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

2013

Revenue$82,575
Expenses$87,917
Net Income-$5,342
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 6, 2013
Return Version
2012v2.3
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 Appendix132 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
CompensationExplanation/Compensation/PersonName5BRIAN COLLETT
CompensationExplanation/Compensation/PersonName6TJ CARLSON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0142185
IRS990EZ/CashSavingsAndInvestments/EOY0151998
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-5342
IRS990EZ/FeesAndOthPymtToIndContractors0636
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts082575
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome075
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues082500
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0141446
IRS990EZ/NetAssetsOrFundBalancesBOY0141446
IRS990EZ/NetAssetsOrFundBalances/EOY097612
IRS990EZ/NetAssetsOrFundBalancesEOY097612
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition020.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ANGELA M RICHMOND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1RICK DAHL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MATT CLARK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MIKE MUELLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4KEN LAMBERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5BRIAN COLLETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6TJ CARLSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VICE-CHAIRPE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6SECRETARY
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets0-38492
IRS990EZ/OtherExpensesTotal064040
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/SalariesOtherCompEmplBenefits023241
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0739
IRS990EZ/SumOfTotalLiabilities/EOY054386
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10314 SPRING PLACE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BRANDON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0SD
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode057005
IRS990EZ/TheBooksAreInCareOf/NamePerson0ANGELA RICHMOND
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06055827870
IRS990EZ/TotalAssets/BOY0142185
IRS990EZ/TotalAssets/EOY0151998
IRS990EZ/TotalExpenses087917
IRS990EZ/TotalRevenue082575
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWW.PFDE.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ACCOUNTING SOFTWARE 277 BANK CHARGES 33 FILING FEE 10 TELEPHONE & INTERNET 805 SUBSCRIPTIONS 200 HOSTING & WEB SERVICES 37,715 PROFESSIONAL SERVICES 25,000 TOTAL 64,040
IRS990ScheduleO/GeneralExplanation/Explanation1ADJUSTMENT TO RECORD PAYABLE -38,492
IRS990ScheduleO/GeneralExplanation/Explanation2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 739 54,386
IRS990ScheduleO/GeneralExplanation/Explanation3THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990ScheduleO/GeneralExplanation/Explanation4THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier4ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 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/DateSigned02013-11-06
ReturnHeader/Officer/Name0MIKE MUELLER
ReturnHeader/Officer/Phone06059969646
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-13
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-13T16:11:43-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$151,998
Liabilities
$54,386
Net assets
$97,612
Revenue
$82,575
Expenses
$87,917
Net income
-$5,342
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