Civic Intelligence

Peak Trust Donor Advised Fund Inc

990 • Fiscal year 2022 • EIN 27-2463839

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization ProfileN/A
3350 Midtown Place 300Anchorage, AK 99503

(907) 278-6775

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,144,349

Up $612,339 (+17%) from 2021

Net Assets

Up

$4,144,349

Up $612,339 (+17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin86th percentile

Revenue

Down

$1,426,064

Down $1,989,913 (-58%) from 2021

Expenses

Up

$813,725

Up $728,225 (+852%) from 2021

Net Income

Down

$612,339

Down $2,718,138 (-82%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2022

Assets$4,144,349
Liabilities$0
Net Assets$4,144,349
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

2022

Revenue$1,426,064
Expenses$813,725
Net Income$612,339
Open 2022 Filing
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 Pay39th 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.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHURCH OF SCIENTOLOGY RELIGIOUS TRUST
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,144,349
Liabilities
$0
Net assets
$4,144,349
Revenue
$1,426,064
Expenses
$813,725
Net income
$612,339
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits