Civic Intelligence

Pension Fund Data Exchange Ltd

990EZ • Fiscal year 2015 • EIN 46-0462634

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization ProfileWWW.PFDE.ORG
4009 W 49th Street Suite 300Sioux Falls, SD 57106

(605) 996-9646

Siviq Scores

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

Liabilities / Assets

90th percentile

0.46x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

0.78x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

54th percentile

4.1%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$30,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

39th percentile

-2.3%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

2.8%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$140,269

Down $3,361 (-2.3%) from 2014

Net Assets

Up

$75,269

Up $3,389 (+4.7%) from 2014

Liabilities

Down

$65,000

Down $6,750 (-9.4%) from 2014

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin54th percentile

Revenue

Up

$83,555

Up $2,239 (+2.8%) from 2014

Expenses

Down

$80,166

Down $26,882 (-25%) from 2014

Net Income

Up

$3,389

Up $29,121 (+113%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2015

Assets$140,269
Liabilities$65,000
Net Assets$75,269
Open 2015 Filing

Operations Trend

Revenue Growth54th 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

2015

Revenue$83,555
Expenses$80,166
Net Income$3,389
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$83,555
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
(1) THE ORGANIZATION COLLECTS INFORMATION ON PUBLIC PENSION FUNDS AND PREPARES SUMMARIES OF THE INFORMATION TO THE SUBMITTING FUNDS.--
(2) 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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA M RICHMONDSecretaryPT$30,000-$30,000
RICK DAHLDirector-$0--
MATT CLARKDirector-$0--
MIKE MUELLERTreasurer-$0--
KEN LAMBERTChairperson-$0--
BRIAN COLLETTVice-Chairpe-$0--
TJ CARLSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pension Fund Data Exchange Ltd
EIN
46-0462634
Phone
6059969646
Address
4009 W 49TH STREET SUITE 300, SIOUX FALLS, SD 57106

Signing Officer

Name
Mike Mueller
Title
Treasurer
Phone
6059969646
Signed
2015-11-13

Preparer

Firm
High Rock Accounting
Address
PO BOX 17434, RENO, NV 89511
Preparer
Justin Thomsen
Phone
7755259450
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses internet 302 taxes and licenses 20 hosting services 38,945 web page development 5,153 bank charges 128 total 44,548”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 71,750 65,000”

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 Appendix116 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MIKE MUELLER
IRS990EZ/BooksInCareOfDetail/PhoneNum06059969646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04009 W 49TH STREET SUITE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIOUX FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd057106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0143630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03389
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03086
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143630
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140269
IRS990EZ/GrossReceiptsAmt083555
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt065
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt083490
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071880
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075269
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071880
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075269
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030000
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/OtherExpensesTotalAmt044548
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0(1) THE ORGANIZATION COLLECTS INFORMATION ON PUBLIC PENSION FUNDS AND PREPARES SUMMARIES OF THE INFORMATION TO THE SUBMITTING FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1(2) THE 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/SalariesOtherCompEmplBnftAmt032532
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt071750
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt065000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080166
IRS990EZ/TotalRevenueAmt083555
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PFDE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTERNET 302 TAXES AND LICENSES 20 HOSTING SERVICES 38,945 WEB PAGE DEVELOPMENT 5,153 BANK CHARGES 128 TOTAL 44,548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 71,750 65,000
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MUELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06059969646
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENSION FUND DATA EXCHANGE LTD
ReturnHeader/Filer/BusinessNameControlTxt0PENS
ReturnHeader/Filer/EIN0460462634
ReturnHeader/Filer/PhoneNum06059969646
ReturnHeader/Filer/USAddress/AddressLine1Txt04009 W 49TH STREET SUITE 300
ReturnHeader/Filer/USAddress/CityNm0SIOUX FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SD
ReturnHeader/Filer/USAddress/ZIPCd057106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464892949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HIGH ROCK ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 17434
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RENO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089511
ReturnHeader/PreparerPersonGrp/PhoneNum07755259450
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN THOMSEN
ReturnHeader/ReturnTs02015-11-15T23:17:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,269
Liabilities
$65,000
Net assets
$75,269
Revenue
$83,555
Expenses
$80,166
Net income
$3,389
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