Civic Intelligence

Peak Foundation

EIN 36-4795389 • 501(c)3 • Alberton, MT

Profile

Public benefit - Promote excellence in Alberton area youth thorugh providing programs that support youth through community engagement that includes physical and social well being.

PO Box 36Alberton, MT 59820

www.thepeakfoundation.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

64%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

-2.3%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$35,526

Up $13,799 (+64%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$35,526

Up $13,799 (+64%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Down

$27,704

Down $648 (-2.3%) from 2022

Expenses

Down

$13,905

Down $107,708 (-89%) from 2022

Net Income

Up

$13,799

Up $107,060 (+115%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$150K$100K$50K$0Assets 2019: $81,016Liabilities 2019: $0Net Assets 2019: $81,0162019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $114,988Liabilities 2021: $0Net Assets 2021: $114,9882021Assets 2022: $21,727Liabilities 2022: $0Net Assets 2022: $21,7272022Assets 2023: $35,526Liabilities 2023: $0Net Assets 2023: $35,5262023

Highlighted filing

2023

Assets$35,526
Liabilities$0
Net Assets$35,526
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $77,488Expenses 2019: $15,364Net Income 2019: $62,1242019Revenue 2020: $205,680Expenses 2020: $159,499Net Income 2020: $46,1812020Revenue 2021: $18,620Expenses 2021: $27,794Net Income 2021: -$9,1742021Revenue 2022: $28,352Expenses 2022: $121,613Net Income 2022: -$93,2612022Revenue 2023: $27,704Expenses 2023: $13,905Net Income 2023: $13,7992023

Highlighted filing

2023

Revenue$27,704
Expenses$13,905
Net Income$13,799
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,526
Liabilities
$0
Net assets
$35,526
Revenue
$27,704
Expenses
$13,905
Net income
$13,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.28$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.28$1.22$0.93
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.19$0.28$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.06$1.59$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.77$0.15$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 20, 2024
Return Version
2022v5.0
Gross Receipts
$38,943
Mission and Program Overview

Mission

Public benefit - Promote excellence in Alberton area youth thorugh providing programs that support youth through community engagement that includes physical and social well being.

Program Services

DescriptionGrantsExpenses
Masquerade Ball$29,287$11,239
Headwaters Health Foundation - Events include book bingo, halloweencarnival, Qidditch , Spirit days, Tea Party, etc.$7,500$1,446
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa HornPresident-$0--
Jaime O'DellVice President-$0--
Allyssa ProbstSecretary-$0--
Janel BichaTreasurer-$0--
Hunter DayBoard Member-$0--
Ashley SchatzBoard Member-$0--
Brigid DaviesBoard Member-$0--
Jeremiah LaphamBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Masquerade Ball$29,287$29,287$9,389$19,898
Total Events$29,287$29,287$11,239$18,048
Filing and Contact Details

Filer

Filer Name
Peak Foundation
EIN
36-4795389
Phone
4067228474
Address
PO Box 36, Alberton, MT 59820

Signing Officer

Name
Jaime Odell
Title
Vice President
Phone
4067228474
Signed
2024-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Roni L Haskins CPA Pc
Address
PO BOX 130, SUPERIOR, MT 59872
Preparer
Roni L Haskins
Phone
4068228453
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Comprised of Officer and Board Members”

Pt VI, Line 7A

“Board Members can appoint or elect officers”

Pt VI, Line 11B

“Reviewed by Vice President and Secretary to ensure information matches what is recorded in accounting system”

Form 990EZ, Part I, Line 10

“Art Supplies; Donation; Alberton School: 306 Railroad Ave, Alberton, MT, 59820; NONE, 300.”

Form 990EZ, Part I, Line 16

“Supplies 1927.”

Form 990EZ, Part I, Line 16

“Insurance 871.”

Raw XML Appendix215 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02798
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Comprised of Officer and Board Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Members can appoint or elect officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reviewed by Vice President and Secretary to ensure information matches what is recorded in accounting system
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Art Supplies; Donation; Alberton School: 306 Railroad Ave, Alberton, MT, 59820; NONE, 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 1927.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 871.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04067228474
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-20
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ReturnHeader/PreparerPersonGrp/PhoneNum04068228453
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roni L Haskins
ReturnHeader/ReturnTs02024-01-20T11:34:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jaime
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Odell
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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