Civic Intelligence

Peak Trust Donor Advised Fund Inc

990EZ • Fiscal year 2012 • EIN 27-2463839

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 05, 2013

8400 E Prentice80111
Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

40th percentile

-3.1%

Faster asset growth than 40% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Down

$24,052

Down $776 (-3.1%) from 2011

Net Assets

Down

$23,816

Down $1,012 (-4.1%) from 2011

Liabilities

$236

No earlier filing loaded for comparison.

Revenue

Down

$1,085

Down $39,354 (-97%) from 2011

Expenses

Down

$2,097

Down $13,714 (-87%) from 2011

Net Income

Down

-$1,012

Down $25,640 (-104%) from 2011

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$24,052
Liabilities$236
Net Assets$23,816

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$1,085
Expenses$2,097
Net Income-$1,012
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 5, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

To Empower Individuals to improve their quality of Life

Filing and Contact Details

Filer

EIN
27-2463839
Raw XML Appendix118 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY024828
IRS990EZ/CashSavingsAndInvestments/EOY024052
IRS990EZ/ContributionsGiftsGrantsEtc01000
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-1012
IRS990EZ/FeesAndOthPymtToIndContractors0500
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossReceipts01085
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY024828
IRS990EZ/NetAssetsOrFundBalancesBOY024828
IRS990EZ/NetAssetsOrFundBalances/EOY023816
IRS990EZ/NetAssetsOrFundBalancesEOY023816
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0THOMAS J AGRESTI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1TED RUSINOFF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0849
IRS990EZ/OtherRevenueTotal085
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To Empower Individual to improve their quality of Life
IRS990EZ/PrintingPublicationsPostage0748
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0NONE
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/EOY0236
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine108400 E PRENTICE 660
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0GREENWOOD VILLAGE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CO
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode080111
IRS990EZ/TheBooksAreInCareOf/NamePerson0JANIS PALARDY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03033927005
IRS990EZ/TotalAssets/BOY024828
IRS990EZ/TotalAssets/EOY024052
IRS990EZ/TotalExpenses02097
IRS990EZ/TotalRevenue01085
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear01000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year040439
IRS990ScheduleA/GiftsGrantsContribReceived509/Total041439
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal509041439
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear01000
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year040439
IRS990ScheduleA/Total509/Total041439
IRS990ScheduleA/TotalSupportTotal/Total041439
IRS990ScheduleO/GeneralExplanation/Explanation0MISCELLANEOUS 85.
IRS990ScheduleO/GeneralExplanation/Explanation1CREDIT CARD FEES 798. BANK CHARGES 51.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 8
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0272463839
ReturnHeader/Filer/Name/BusinessNameLine10LIFEQUEST WORLD FUND
ReturnHeader/Filer/NameControl0LIFE
ReturnHeader/Filer/Phone03032980005
ReturnHeader/Filer/USAddress/AddressLine108400 E PRENTICE
ReturnHeader/Filer/USAddress/City0ENGLEWOOD
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080111
ReturnHeader/Officer/DateSigned02013-08-05
ReturnHeader/Officer/Name0TED RUSINOFF
ReturnHeader/Officer/Phone03032980005
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-08-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PAUL LEWANDOWSKI CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106731 S IVY WAY B-4
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CENTENNIAL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0801122242
ReturnHeader/Preparer/Name0PAUL LEWANDOWSKI
ReturnHeader/Preparer/Phone03039106218
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-13T14:32:54-07:00

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