Civic Intelligence

Walter I and Eva Grace Peak Foundation Co

990PF • Fiscal year 2013 • EIN 52-1171710

Oct 01, 2012 to Sep 30, 2013 • Filed on Oct 31, 2013

Organization Profile
C/O Pnc Bank 620 Liberty Avenue No10 FL15222-2705
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

57th percentile

$27,120

Higher top officer pay than 57% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

73rd percentile

9.9%

Faster asset growth than 73% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,007,837

Up $271,571 (+9.9%) from 2012

Net Assets

Up

$3,007,837

Up $271,571 (+9.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$199,136

Up $15,087 (+8.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,886,821Liabilities 2010: $0Net Assets 2010: $2,886,8212010Assets 2011: $2,831,476Liabilities 2011: $02011Assets 2012: $2,736,266Liabilities 2012: $0Net Assets 2012: $2,736,2662012Assets 2013: $3,007,837Liabilities 2013: $0Net Assets 2013: $3,007,8372013Assets 2014: $2,947,936Liabilities 2014: $0Net Assets 2014: $2,947,9362014Assets 2015: $3,108,066Liabilities 2015: $0Net Assets 2015: $3,108,0662015Assets 2017: $2,989,339Liabilities 2017: $0Net Assets 2017: $2,989,3392017Assets 2018: $4,027,406Liabilities 2018: $0Net Assets 2018: $4,027,4062018Assets 2019: $3,937,682Liabilities 2019: $0Net Assets 2019: $3,937,6822019Assets 2020: $3,710,337Liabilities 2020: $0Net Assets 2020: $3,710,3372020Assets 2021: $3,741,714Liabilities 2021: $0Net Assets 2021: $3,741,7142021Assets 2022: $3,752,629Liabilities 2022: $0Net Assets 2022: $3,752,6292022Assets 2023: $3,541,841Liabilities 2023: $0Net Assets 2023: $3,541,8412023Assets 2024: $3,462,738Liabilities 2024: $0Net Assets 2024: $3,462,7382024Assets 2025: $3,590,060Liabilities 2025: $0Net Assets 2025: $3,590,0602025

Highlighted filing

2013

Assets$3,007,837
Liabilities$0
Net Assets$3,007,837
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $128,3322010Revenue 2011: $124,281Expenses 2011: $179,626Net Income 2011: -$55,3452011Expenses 2012: $184,0492012Expenses 2013: $199,1362013Revenue 2014: $139,145Expenses 2014: $199,046Net Income 2014: -$59,9012014Revenue 2015: $368,083Expenses 2015: $221,802Net Income 2015: $146,2812015Revenue 2017: $161,117Expenses 2017: $215,327Net Income 2017: -$54,2102017Revenue 2018: $1,213,141Expenses 2018: $238,153Net Income 2018: $974,9882018Revenue 2019: $203,396Expenses 2019: $293,123Net Income 2019: -$89,7272019Revenue 2020: $29,005Expenses 2020: $255,695Net Income 2020: -$226,6902020Revenue 2021: $262,645Expenses 2021: $229,224Net Income 2021: $33,4212021Revenue 2022: $270,665Expenses 2022: $262,143Net Income 2022: $8,5222022Revenue 2023: $26,639Expenses 2023: $238,439Net Income 2023: -$211,8002023Revenue 2024: $159,356Expenses 2024: $236,568Net Income 2024: -$77,2122024Revenue 2025: $348,057Expenses 2025: $221,287Net Income 2025: $126,7702025

Highlighted filing

2013

Revenue-
Expenses$199,136
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Oct 31, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$27,120-$27,120
MR JULIAN E MARKHAM ESQDistribution Committee Mem-$11,063-$11,063
MR F WILLIAM BURKEDistribution Committee Mem-$11,063-$11,063
MRS NANCY T GRAYDistribution Committee Mem-$8,850-$8,850
GENERAL BENTON C TOLLEY JRDistribution Committee Mem-$2,212-$2,212
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWASHINGTON & LEE UNIVERSITYFUNDING FOR PEAK-PHILLIPS UNDERGRADUATE SCHOLARSHIPPUBLIC CHARITYLEXINGTON, VA, US$58,500
Paid GrantWASHINGTON & LEE UNIVERSITYFUNDING FOR PEAK-HOTCHKISS SCHOLARSHIP AT THE SCHOOL OF LAWPUBLIC CHARITYLEXINGTON, VA, US$58,500
Paid GrantMARSHALL-WYTHE SCHOOL OF LAWFUNDING FOR SCHOLARSHIP AT THE SCHOOL OF LAWPUBLIC CHARITYWILLIAMSBURG, VA, US$19,500
Filing and Contact Details

Filer

EIN
52-1171710
Raw XML Appendix334 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK N A
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MR JULIAN E MARKHAM ESQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MR F WILLIAM BURKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3GENERAL BENTON C TOLLEY JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MRS NANCY T GRAY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DISTRIBUTION COMMITTEE MEM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DISTRIBUTION COMMITTEE MEM
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IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount019500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount158500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount258500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUNDING FOR SCHOLARSHIP AT THE SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FUNDING FOR PEAK-PHILLIPS UNDERGRADUATE SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FUNDING FOR PEAK-HOTCHKISS SCHOLARSHIP AT THE SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MARSHALL-WYTHE SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WASHINGTON & LEE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12WASHINGTON & LEE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10COLLEGE OF WILLIAM AND MARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11204 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12204 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WILLIAMSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode023187
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode124450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode224450
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0136500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear036049
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10136351
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0163621
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0172400
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0127572
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0136351
TaxesSchedule/Taxes/Amount01680
TaxesSchedule/Taxes/Amount1648
TaxesSchedule/Taxes/Category0ESTIMATED EXCISE TAX PAID Y/E 9/30/2013
TaxesSchedule/Taxes/Category1EXCISE TAX BALANCE DUE Y/E 9/30/2012
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0521171710
ReturnHeader/Filer/Name/BusinessNameLine10WALTER I AND EVA GRACE PEAK FOUNDATION
ReturnHeader/Filer/NameControl0WALT
ReturnHeader/Filer/Phone04127685898
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02013-10-31
ReturnHeader/Officer/Name0DALE W KOHSER
ReturnHeader/Officer/Phone04127685898
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-31T13:34:43-05:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,007,837
Liabilities
$0
Net assets
$3,007,837
Revenue
-
Expenses
$199,136
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.35$0.22$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.16$0.24$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.03$0.24$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.27$0.26$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.03$0.26$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.20$0.29$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.21$0.24$0.97
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.16$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.37$0.22$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.14$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.18
2011Summary only. Only limited summary data is available for this year.$2.83$0.00$0.12$0.18$0.06
2010Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.13