Civic Intelligence

Lifequest World Fund

EIN 27-2463839 • 501(c)3 • Anchorage, AK

Profile

To Empower Individuals to improve their quality of Life

3350 Midtown Place 300Anchorage, AK 99503

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-512%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,144,349 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $4,144,349 (-100%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Down

$808,838

Down $617,226 (-43%) from 2022

Expenses

Up

$4,953,187

Up $4,139,462 (+509%) from 2022

Net Income

Down

-$4,144,349

Down $4,756,688 (-777%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $24,828Net Assets 2011: $24,8282011Assets 2012: $24,052Liabilities 2012: $236Net Assets 2012: $23,8162012Assets 2013: $11,529Liabilities 2013: $236Net Assets 2013: $11,2932013Assets 2014: $1,371Liabilities 2014: $211Net Assets 2014: $1,1602014Assets 2015: $686Net Assets 2015: $6862015Assets 2018: $72,940Liabilities 2018: $0Net Assets 2018: $72,9402018Assets 2019: $74,436Liabilities 2019: $0Net Assets 2019: $74,4362019Assets 2020: $83,353Liabilities 2020: $0Net Assets 2020: $83,3532020Assets 2021: $3,532,010Liabilities 2021: $0Net Assets 2021: $3,532,0102021Assets 2022: $4,144,349Liabilities 2022: $0Net Assets 2022: $4,144,3492022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MRevenue 2011: $40,439Expenses 2011: $15,811Net Income 2011: $24,6282011Revenue 2012: $1,085Expenses 2012: $2,097Net Income 2012: -$1,0122012Revenue 2013: $0Expenses 2013: $8,173Net Income 2013: -$8,1732013Revenue 2014: $0Expenses 2014: $1,983Net Income 2014: -$1,9832014Revenue 2015: $0Expenses 2015: $474Net Income 2015: -$4742015Revenue 2018: $76,815Expenses 2018: $3,875Net Income 2018: $72,9402018Revenue 2019: $3,746Expenses 2019: $2,250Net Income 2019: $1,4962019Revenue 2020: $18,567Expenses 2020: $9,650Net Income 2020: $8,9172020Revenue 2021: $3,415,977Expenses 2021: $85,500Net Income 2021: $3,330,4772021Revenue 2022: $1,426,064Expenses 2022: $813,725Net Income 2022: $612,3392022Revenue 2023: $808,838Expenses 2023: $4,953,187Net Income 2023: -$4,144,3492023

Highlighted filing

2023

Revenue$808,838
Expenses$4,953,187
Net Income-$4,144,349
Open 2023 Filing

Filings

Most recent year

2023 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$808,838
Expenses
$4,953,187
Net income
-$4,144,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.81$4.95$4.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.14$1.43$0.81$0.61
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$3.42$0.09$3.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.02$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.08$0.00$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.00$0.00$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.04$0.02$0.02
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$1,426,064
Mission and Program Overview

Mission

To Empower Individuals to improve their quality of Life

Connect donors with the information and opportunities to accomplish their charitable goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,532,010$4,144,349▲ $612,339
Investments Other Securities$3,244,002$3,832,000▲ $587,998
Savings and Temporary Cash Investments$288,008$312,349▲ $24,341
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,532,010$4,144,349▲ $612,339
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,532,010$4,144,349▲ $612,339
Total Liabilities and Net Assets / Fund Balance$3,532,010$4,144,349▲ $612,339

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$588,000--
Closely Held Equity Interests$3,128,600--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Matthew BlattmachrPresident & Secretary
April McculloughDirector
Jack CicioraDirector
Brandon CintulaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$588,000
Program Service Revenue
$0
Investment Income
$829,809
Other Revenue
$8,255
All Other Contributions
$588,000
Change in Net Assets
$612,339

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts1$588,000Valuation
Total Noncash Contributions1$588,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$809,501
Other Expenses$4,224
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$809,501--$809,501
Fees for Service Investment Mgmnt Fees-$4,224-$4,224
Total Functional Expenses$809,501$4,224$0$813,725
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
US IAS MEMBER'S TRUSTLos Angeles, CA501(c)(3)General Operating Support$300,000
Church of Scientology of New HavenNew Haven, CT501(c)(3)General Operating Support$250,000
Turning Point USAPhoenix, AZ501(c)(3)General Operating Support$150,000
Church of Scientology Flag Service OrganizationClearwater, FL501(c)(3)General Operating Support$75,000
Church of Scientology Religious TrustLos Angeles, CA501(c)(3)General Operating Support$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president/ceo and board of directors review the 990 before filing.”

Form 990, Part VI, Section B, Line 12C

“The board, or an outside advisor, will conduct periodic reviews. The periodic review shall, at a minimum, include a review of whether partnership, joint ventures, and arrangements with management organizations conform to the fund's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable pruposes and do not result in inurement, impremissible private benefit or an excess benefit transaction.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Peak Trust Donor Advised Fund Inc
EIN
27-2463839
Phone
9072786775
Address
3350 MIDTOWN PLACE 300, ANCHORAGE, AK 99503

Signing Officer

Name
Lee Legleiter
Title
Treasurer
Phone
9072786775
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Rowley
Formed
2010
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Kcoe Isom Llp
Address
1605 N WATERFRONT PARKWAY SUITE 200, WICHITA, KS 67206-6635
Preparer
Cassandra Sporleder
Phone
3166850222
Raw XML Appendix390 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CONNECT DONORS WITH THE INFORMATION AND OPPORTUNITIES TO ACCOMPLISH THEIR CHARITABLE GOALS.
IRS990/AllOtherContributionsAmt0588000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMIE ROWLEY
IRS990/BooksInCareOfDetail/PhoneNum09072786775
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03350 MIDTOWN PLACE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANCHORAGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099503
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0588000
IRS990/CYGrantsAndSimilarPaidAmt0809501
IRS990/CYInvestmentIncomeAmt0829809
IRS990/CYOtherExpensesAmt04224
IRS990/CYOtherRevenueAmt08255
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0612339
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0813725
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01426064
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THIS IS A DONOR ADVISED FUND AND THE FUND DISTRIBUTES GRANTS TO 501 (C)(3) ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0809501
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04224
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04224
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW BLATTMACHR
IRS990/Form990PartVIISectionAGrp/PersonNm1BRANDON CINTULA
IRS990/Form990PartVIISectionAGrp/PersonNm2APRIL MCCULLOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm3JACK CICIORA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06527
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0809501
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0809501
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0809501
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06527
IRS990/GrossReceiptsAmt01426064
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0823282
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0823282
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03244002
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03832000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONNECT DONORS WITH THE INFORMATION AND OPPORTUNITIES TO ACCOMPLISH THEIR CHARITABLE GOALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03532010
IRS990/NetAssetsOrFundBalancesEOYAmt04144349
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06527
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06527
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0588000
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0RIVER OAKS PROPERTIES
IRS990/OtherRevenueMiscGrp/ExclusionAmt08255
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08255
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt08255
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMIE ROWLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03254750
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt080000
IRS990/PYInvestmentIncomeAmt0164007
IRS990/PYOtherExpensesAmt05500
IRS990/PYOtherRevenueAmt0-2780
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03330477
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt085500
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03415977
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0612339
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03532010
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04144349
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0288008
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0312349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0588000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0690450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0823076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0156304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0981634
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.08130
IRS990ScheduleA/PublicSupportPY170Pct00.39250
IRS990ScheduleA/PublicSupportTotal170Amt0135892
IRS990ScheduleA/SubstantialContributorsTotAmt0554558
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0588000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0690450
IRS990ScheduleA/TotalSupportAmt01672084
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt03128600
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0588000
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0809501
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04144229
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0115400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1588000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0.20% INTEREST IN RIVER OAKS PROPERTIES, LTD, A PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/Desc198% NONVOTING INTEREST IN PEDERSON POSSE, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03832000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0300000
IRS990ScheduleI/RecipientTable/CashGrantAmt1250000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt375000
IRS990ScheduleI/RecipientTable/CashGrantAmt4150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0US IAS MEMBER'S TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHURCH OF SCIENTOLOGY OF NEW HAVEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHURCH OF SCIENTOLOGY RELIGIOUS TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHURCH OF SCIENTOLOGY FLAG SERVICE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4TURNING POINT USA
IRS990ScheduleI/RecipientTable/RecipientEIN0521840679
IRS990ScheduleI/RecipientTable/RecipientEIN1061077361
IRS990ScheduleI/RecipientTable/RecipientEIN2916254980
IRS990ScheduleI/RecipientTable/RecipientEIN3592143308
IRS990ScheduleI/RecipientTable/RecipientEIN4800835023
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04751 FOUNTAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1909 WHALLEY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt26331 HOLLYWOOD BLVD STE 1011
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3210 SOUTH FORT HARRISON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44940 EAST BEVERLY ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW HAVEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CLEARWATER
IRS990ScheduleI/RecipientTable/USAddress/CityNm4PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090029
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106515
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd290028
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd333756
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd485044
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PEAK TRUST DONOR ADVISED FUND, INC'S BOARD HAS FINAL AUTHORITY OVER GRANT DISTRIBUTIONS. THE FUND PROVIDES INFORMATION TO THE GRANTEE AT THE TIME OF THE GRANT ON THE USE OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/ContributionCnt01
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/MethodOfDeterminingRevenuesTxt0VALUATION
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NoncashContributionsRptF990Amt0588000
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT/CEO AND BOARD OF DIRECTORS REVIEW THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD, OR AN OUTSIDE ADVISOR, WILL CONDUCT PERIODIC REVIEWS. THE PERIODIC REVIEW SHALL, AT A MINIMUM, INCLUDE A REVIEW OF WHETHER PARTNERSHIP, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FUND'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PRUPOSES AND DO NOT RESULT IN INUREMENT, IMPREMISSIBLE PRIVATE BENEFIT OR AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03532010
IRS990/TotalAssetsEOYAmt04144349
IRS990/TotalAssetsGrp/BOYAmt03532010
IRS990/TotalAssetsGrp/EOYAmt04144349
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0588000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04224
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0809501
IRS990/TotalFunctionalExpensesGrp/TotalAmt0813725
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03532010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04144349
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0809501
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0838064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01426064
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03532010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04144349
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03350 MIDTOWN PLACE 300
IRS990/USAddress/CityNm0ANCHORAGE
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099503
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LEGLEITER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09072786775
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEAK TRUST DONOR ADVISED FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0AEGI
ReturnHeader/Filer/EIN0272463839
ReturnHeader/Filer/PhoneNum09072786775
ReturnHeader/Filer/USAddress/AddressLine1Txt03350 MIDTOWN PLACE 300
ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KCOE ISOM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01605 N WATERFRONT PARKWAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0672066635
ReturnHeader/PreparerPersonGrp/PhoneNum03166850222
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSANDRA SPORLEDER
ReturnHeader/ReturnTs02023-11-08T15:43:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEGLEITER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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