Civic Intelligence

Peak Street Foundation

990PF • Fiscal year 2014 • EIN 38-3350363

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 27, 2015

Organization Profile
PO Box 787Traverse City, MI 49685-0787

(231) 946-1722

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,746,884

Up $130,912 (+3.6%) from 2013

Net Assets

Up

$3,746,884

Up $130,912 (+3.6%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin84th percentile

Revenue

Up

$347,885

Up $37,304 (+12%) from 2013

Expenses

Up

$216,973

Up $10,471 (+5.1%) from 2013

Net Income

Up

$130,912

Up $26,833 (+26%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,190,712Liabilities 2010: $0Net Assets 2010: $3,190,7122010Assets 2011: $3,212,029Liabilities 2011: $02011Assets 2012: $3,511,893Liabilities 2012: $0Net Assets 2012: $3,511,8932012Assets 2013: $3,615,972Liabilities 2013: $1Net Assets 2013: $3,615,9722013Assets 2014: $3,746,884Liabilities 2014: $1Net Assets 2014: $3,746,8842014

Highlighted filing

2014

Assets$3,746,884
Liabilities$1
Net Assets$3,746,884
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0Expenses 2010: $137,9652010Revenue 2011: $194,343Expenses 2011: $173,026Net Income 2011: $21,3172011Expenses 2012: $205,8762012Revenue 2013: $310,581Expenses 2013: $206,502Net Income 2013: $104,0792013Revenue 2014: $347,885Expenses 2014: $216,973Net Income 2014: $130,9122014

Highlighted filing

2014

Revenue$347,885
Expenses$216,973
Net Income$130,912
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 27, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA J MALPASSPresident-$0--
FREDERICK F MALPASSTreasurer-$0--
FREDERICK F MALPASSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Peak Street Foundation
EIN
38-3350363
Phone
2319461722
Address
PO BOX 787, TRAVERSE CITY, MI 49685-0787

Signing Officer

Name
Barbara J Malpass
Title
Secretary
Phone
2319461722
Signed
2015-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Dgn LLC
Address
PO BOX 947, TRAVERSE CITY, MI 49685-0947
Preparer
Shelly K Bedford CPA
Phone
2319461722
Raw XML Appendix341 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA J MALPASS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FREDERICK F MALPASS
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BARBARA J MALPASS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1FREDERICK F MALPASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERARTION ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERARTION ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARLEVOIX COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COUNCIL OF MICHIGAN FOUNDATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE SOUTH HARBOR DR SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAST JORDAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GRAND HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049727
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149417
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0186300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03045
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0183255
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0186300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0175663
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0183255
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRANSACTION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2237
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-3712
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K1 INCOME/LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-3712
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MAC FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021284
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0FREDERICK AND BARBARA MALPASS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01985 LALONDE ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0EAST JORDAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd049727
TaxesSchedule/TaxesDetail/Amt06121
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990 PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06121
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA J MALPASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02319461722
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEAK STREET FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEAK
ReturnHeader/Filer/EIN0383350363
ReturnHeader/Filer/PhoneNum02319461722
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 787
ReturnHeader/Filer/USAddress/CityNm0TRAVERSE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0496850787
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202349670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DGN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 947
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0496850947
ReturnHeader/PreparerPersonGrp/PhoneNum02319461722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLY K BEDFORD CPA
ReturnHeader/ReturnTs02015-04-30T15:34:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,746,884
Liabilities
$1
Net assets
$3,746,884
Revenue
$347,885
Expenses
$216,973
Net income
$130,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2014Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.35$0.22$0.13
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.62$0.00$3.62$0.31$0.21$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.21
2011Summary only. Only limited summary data is available for this year.$3.21$0.00$0.19$0.17$0.02
2010Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.14