Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Pension Fund Data Exchange Ltd
990EZ • Fiscal year 2023 • EIN 46-0462634
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.08x
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Flat$253,124
Flat from 2023
Net Assets
$233,124
No earlier filing loaded for comparison.
Liabilities
Flat$20,000
Flat from 2023
Revenue And Expenses
Revenue
Flat$70,150
Flat from 2023
Expenses
Flat$58,812
Flat from 2023
Net Income
Flat$11,338
Flat from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Feb 13, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $70,150
Mission and Program Overview
Mission
The purpose of the organization is to facilitate information exchange by statewide public pension funds.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION COLLECTS INFORMATION ON PUBLIC PENSION FUNDS AND PREPARES SUMMARIES OF THE INFORMATION TO THE SUBMITTING FUNDS. | $0 | $0 |
| THE ORGANIZATION OPERATES A WEBSITE WHICH HAS INFORMATION RELATED TO PUBLIC PENSION FUNDS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TJ CARLSON | Director | - | $0 | - | - |
| STEVE EDMUNDSON | Director | - | $0 | - | - |
| ROBERT BRACKENBURY | Treasurer | - | $0 | - | - |
| BRIAN COLLETT | Vice-Chairperson | - | $0 | - | - |
| MIKE CHARETTE | Chairperson | - | $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
- Robert Brackenbury
- Title
- Treasurer
- Phone
- 6059969646
- Signed
- 2024-02-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- BARNARD VOGLER & CO CPA'S
- Address
- 100 W LIBERTY STREET SUITE 1100, RENO, NV 89501-1959
- Preparer
- Teela Mccullar
- Phone
- 7757866141
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: wells fargo interest. Amount: 150.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: credit card processing fees. Amount: 38. Description: hosting services. Amount: 54,000. Description: software expenses . Amount: 574. Total to form 990-ez, line 16: 54,612.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: accrual to cash adjustment-correction for prior year . Amount: -2,250.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 17,250. End of year amount: 15,000. Description: due from related party. Beg. Of year amount: 104,750. End of year amount: 0.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable and accrued expenses. Beg. Of year amount: 39,749. End of year amount: 20,000.”
Raw XML Appendix133 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ROBERT BRACKENBURY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6059969646 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4009 W 49TH STREET SUITE 300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SIOUX FALLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | SD |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 57106 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 141785 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 238124 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11338 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4200 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 263785 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 253124 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70150 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 150 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 70000 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 224036 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 233124 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 224036 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 233124 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TJ CARLSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEVE EDMUNDSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBERT BRACKENBURY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRIAN COLLETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MIKE CHARETTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE-CHAIRPERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CHAIRPERSON |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 122000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 15000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -2250 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 54612 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION COLLECTS INFORMATION ON PUBLIC PENSION FUNDS AND PREPARES SUMMARIES OF THE INFORMATION TO THE SUBMITTING FUNDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE ORGANIZATION OPERATES A WEBSITE WHICH HAS INFORMATION RELATED TO PUBLIC PENSION FUNDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 39749 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 20000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 58812 |
| IRS990EZ/TotalRevenueAmt | 0 | 70150 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.PFDE.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: WELLS FARGO INTEREST. AMOUNT: 150. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: CREDIT CARD PROCESSING FEES. AMOUNT: 38. DESCRIPTION: HOSTING SERVICES. AMOUNT: 54,000. DESCRIPTION: SOFTWARE EXPENSES . AMOUNT: 574. TOTAL TO FORM 990-EZ, LINE 16: 54,612. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCRUAL TO CASH ADJUSTMENT-CORRECTION FOR PRIOR YEAR . AMOUNT: -2,250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 17,250. END OF YEAR AMOUNT: 15,000. DESCRIPTION: DUE FROM RELATED PARTY. BEG. OF YEAR AMOUNT: 104,750. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 39,749. END OF YEAR AMOUNT: 20,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT BRACKENBURY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6059969646 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-02-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PENSION FUND DATA EXCHANGE LTD |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PENS |
| ReturnHeader/Filer/EIN | 0 | 460462634 |
| ReturnHeader/Filer/PhoneNum | 0 | 6059969646 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4009 W 49TH STREET SUITE 300 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SIOUX FALLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | SD |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 57106 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 880118801 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BARNARD VOGLER & CO CPA'S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 100 W LIBERTY STREET SUITE 1100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RENO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NV |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 895011959 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7757866141 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TEELA MCCULLAR |
| ReturnHeader/ReturnTs | 0 | 2024-02-15T13:35:30-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ROBERT |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | BRACKENBURY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $253,124
- Liabilities
- $20,000
- Net assets
- $233,124
- Revenue
- $70,150
- Expenses
- $58,812
- Net income
- $11,338