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Nonprofit · EIN 46-0462634

PENSION FUND DATA EXCHANGE LTD

Tax-exempt · SIOUX FALLS, SD 57106

Financials

$77K$59K2021$70K$59K2022$78K$62K2023$103K$68K2024
Revenue Expenses · by fiscal year end
Financials of PENSION FUND DATA EXCHANGE LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$103,032$67,756$35,276$315,354$39,750$275,604
June 30, 2024990-EZ$78,328$61,874$16,454$280,328$30,250$250,078
June 30, 2023990-EZ$70,150$58,812$11,338$253,124$20,000$233,124
June 30, 2022990-EZ$77,268$58,738$18,530$263,785$39,749$224,036
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$103,000
Investment income
$32

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$7,225
Other expenses
$60,531

Balance sheet and other

Total assets, start of year
$280,328
Total assets, end of year
$315,354
Total liabilities, end of year
$39,750
Net assets, end of year
$275,604
Cash, savings and investments
$309,604
Gross receipts
$103,032

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JON PUTNAMSECRETARY1$0
CHRIS BRECHBUHLERDIRECTOR1$0
LAUREN LARSONDIRECTOR1$0
SAM MASOUDIDIRECTOR1$0
MICHAEL SCHLACHTERDIRECTOR1$0
ROBERT BRACKENBURYTREASURER1$0
MICHAEL SHACKELFORDVICE-CHAIRPERSON1$0
MIKE CHARETTECHAIRPERSON1$0
990-EZ for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
JON PUTNAMSECRETARY1$0
CHRIS BRECHBUHLERDIRECTOR1$0
LAUREN LARSONDIRECTOR1$0
SAM MASOUDIDIRECTOR1$0
MICHAEL SCHLACHTERDIRECTOR1$0
ROBERT BRACKENBURYTREASURER1$0
MICHAEL SHACKELFORDVICE-CHAIRPERSON1$0
MIKE CHARETTECHAIRPERSON1$0
990-EZ for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
TJ CARLSONDIRECTOR0$0
STEVE EDMUNDSONDIRECTOR0$0
ROBERT BRACKENBURYTREASURER0$0
BRIAN COLLETTVICE-CHAIRPERSON0$0
MIKE CHARETTECHAIRPERSON0$0
990-EZ for the year ended June 30, 2022: 5 people
NameTitleHours / weekCompensation
ROBERT BRACKENBURYTREASURER0$0
BRIAN COLLETTVICE-CHAIRPE0$0
MIKE CHARETTECHAIRPERSON0$0
TJ CARLSONDIRECTOR0$0
STEVE EDMUNDSONDIRECTOR0$0

Address and contacts

Address (IRS master file)
4009 W 49TH ST STE 300, SIOUX FALLS, SD 57106-5221
In care of
% MATTHEW L CLARK TREAS
Signed the 990-EZ
ROBERT BRACKENBURY, TREASURER
Phone
(605) 996-9646
Return prepared by
BARNARD VOGLER & CO CPA'S

Mission

THE PURPOSE OF THE ORGANIZATION IS TO FACILITATE INFORMATION EXCHANGE BY STATEWIDE PUBLIC PENSION FUNDS.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
46-0462634
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2002
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$315,354
Income (IRS master file)
$103,032

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$103,032$67,756$315,354IRS
990-EZJune 2024$78,328$61,874$280,328XML
990-EZJune 2023$70,150$58,812$253,124XML
990-EZJune 2022$77,268$58,738$263,785XML
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0462634).

Questions about PENSION FUND DATA EXCHANGE LTD

What is the EIN of PENSION FUND DATA EXCHANGE LTD?
The employer identification number (EIN) of PENSION FUND DATA EXCHANGE LTD is 46-0462634.
Is PENSION FUND DATA EXCHANGE LTD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2002.
Are donations to PENSION FUND DATA EXCHANGE LTD tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PENSION FUND DATA EXCHANGE LTD file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PENSION FUND DATA EXCHANGE LTD due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PENSION FUND DATA EXCHANGE LTD last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of PENSION FUND DATA EXCHANGE LTD?
The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does PENSION FUND DATA EXCHANGE LTD have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $103,032, expenses of $67,756 and total assets of $315,354 at year end.

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