Civic Intelligence

Peak Trust Donor Advised Fund Inc

990EZ • Fiscal year 2015 • EIN 27-2463839

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 07, 2016

Organization ProfileN/A
1571 Briarhollow LnLittleton, CO 80129-5606

(303) 298-0005

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

9th percentile

-50%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$686

Down $685 (-50%) from 2014

Net Assets

Down

$686

Down $474 (-41%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2014

Expenses

Down

$474

Down $1,509 (-76%) from 2014

Net Income

Up

-$474

Up $1,509 (+76%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2015

Assets$686
Liabilities-
Net Assets$686
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$0
Expenses$474
Net Income-$474
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 7, 2016
Return Version
2015v2.1
Mission and Program Overview

Mission

To Empower Individuals to improve their quality of Life

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS J AGRESTIDirectorPT$0--
TED RUSINOFFDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Lifequest World Fund
EIN
27-2463839
Phone
3032980005
Address
1571 Briarhollow Ln, Littleton, CO 80129-5606

Signing Officer

Name
Ted Rusinoff
Title
Tax Matters
Phone
3032980005
Signed
2016-03-07

Preparer

Firm
Paul Lewandowski CPA
Address
6731 S Ivy Way B-4, Centennial, CO 80112-2242
Preparer
Paul Lewandowski
Phone
3039106218
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“CREDIT CARD FEES 474.”

Raw XML Appendix115 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JANIS PALARDY
IRS990EZ/BooksInCareOfDetail/PhoneNum03033927005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08400 E Prentice 660
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Greenwood Village
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01371
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-474
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01371
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0686
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01160
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0686
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01160
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS J AGRESTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TED RUSINOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0474
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Empower Individuals to improve their quality of Life
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0211
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0474
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041439
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt041439
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040439
IRS990ScheduleA/Total509Grp/TotalAmt041439
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD FEES 474.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TED RUSINOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MATTERS
ReturnHeader/BusinessOfficerGrp/PhoneNum03032980005
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lifequest World Fund
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0272463839
ReturnHeader/Filer/PhoneNum03032980005
ReturnHeader/Filer/USAddress/AddressLine1Txt01571 Briarhollow Ln
ReturnHeader/Filer/USAddress/CityNm0Littleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0801295606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL LEWANDOWSKI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06731 S Ivy Way B-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centennial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0801122242
ReturnHeader/PreparerPersonGrp/PhoneNum03039106218
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL LEWANDOWSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-10T12:05:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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
$686
Liabilities
-
Net assets
$686
Revenue
$0
Expenses
$474
Net income
-$474
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