Civic Intelligence

Pension Fund Data Exchange Ltd

990EZ • Fiscal year 2014 • EIN 46-0462634

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileWWW.PFDE.ORG
314 Spring Place57005

(605) 996-9646

Siviq Scores

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

Liabilities / Assets

91st percentile

0.50x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

0.88x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-32%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

32nd percentile

-5.5%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-1.5%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$143,630

Down $8,368 (-5.5%) from 2013

Net Assets

Down

$71,880

Down $25,732 (-26%) from 2013

Liabilities

Up

$71,750

Up $17,364 (+32%) from 2013

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin7th percentile

Revenue

Down

$81,316

Down $1,259 (-1.5%) from 2013

Expenses

Up

$107,048

Up $19,131 (+22%) from 2013

Net Income

Down

-$25,732

Down $20,390 (-382%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2014

Assets$143,630
Liabilities$71,750
Net Assets$71,880
Open 2014 Filing

Operations Trend

Revenue Growth42nd 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

2014

Revenue$81,316
Expenses$107,048
Net Income-$25,732
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$81,316
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION COLLECTS INFORMATION ON PUBLIC PENSION FUNDS AND PREPARES SUMMARIES OF THE INFORMATION TO THE SUBMITTING FUNDS.--
THE ORGANIZATION OPERATES A WEBSITE WHICH HAS INFORMATION RELATED TO PUBLIC PENSION FUNDS.--
THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA M RICHMONDSecretaryPT$0--
RICK DAHLDirector-$0--
MATT CLARKDirector-$0--
MIKE MUELLERTreasurer-$0--
KEN LAMBERTChairperson-$0--
BRIAN COLLETTVice-Chairpe-$0--
TJ CARLSONSecretary-$0--
Filing and Contact Details

Filer

EIN
46-0462634
Phone
6059969646

Signing Officer

Name
Mike Mueller
Title
Treasurer
Phone
6059969646
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Terrance a Nemec CPA
Phone
6052754033
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses accounting software 276 bank charges 203 filing fee 10 telephone & internet 653 subscriptions 25,450 hosting & web services 27,780 professional services 19,550 total 73,922”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 54,386 71,750”

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

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

Raw XML Appendix125 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/CompensationExplanationGrp/PersonNm0ANGELA M RICHMOND
CompensationExplanation/CompensationExplanationGrp/PersonNm1RICK DAHL
CompensationExplanation/CompensationExplanationGrp/PersonNm2MATT CLARK
CompensationExplanation/CompensationExplanationGrp/PersonNm3MIKE MUELLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4KEN LAMBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm5BRIAN COLLETT
CompensationExplanation/CompensationExplanationGrp/PersonNm6TJ CARLSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGELA RICHMOND
IRS990EZ/BooksInCareOfDetail/PhoneNum06055827870
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10314 SPRING PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/City0BRANDON
IRS990EZ/BooksInCareOfDetail/USAddress/State0SD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode057005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0143630
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25732
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0636
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151998
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0143630
IRS990EZ/GrossReceiptsAmt081316
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt066
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt081250
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097612
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097612
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELA M RICHMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK DAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEN LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN COLLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TJ CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE-CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073922
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION COLLECTS INFORMATION ON PUBLIC PENSION FUNDS AND PREPARES SUMMARIES OF THE INFORMATION TO THE SUBMITTING FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION OPERATES A WEBSITE WHICH HAS INFORMATION RELATED TO PUBLIC PENSION FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032490
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt054386
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt071750
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107048
IRS990EZ/TotalRevenueAmt081316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PFDE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING SOFTWARE 276 BANK CHARGES 203 FILING FEE 10 TELEPHONE & INTERNET 653 SUBSCRIPTIONS 25,450 HOSTING & WEB SERVICES 27,780 PROFESSIONAL SERVICES 19,550 TOTAL 73,922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 54,386 71,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MUELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06059969646
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10PENSION FUND DATA EXCHANGE LTD
ReturnHeader/Filer/BusinessNameControlTxt0PENS
ReturnHeader/Filer/EIN0460462634
ReturnHeader/Filer/PhoneNum06059969646
ReturnHeader/Filer/USAddress/AddressLine10314 SPRING PLACE
ReturnHeader/Filer/USAddress/City0BRANDON
ReturnHeader/Filer/USAddress/State0SD
ReturnHeader/Filer/USAddress/ZIPCode057005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261360347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NEMEC & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105024 S BUR OAK PLACE STE 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SIOUX FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0571082238
ReturnHeader/PreparerPersonGrp/PhoneNum06052754033
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRANCE A NEMEC CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-13T09:56:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,630
Liabilities
$71,750
Net assets
$71,880
Revenue
$81,316
Expenses
$107,048
Net income
-$25,732
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