Civic Intelligence

Alpha Wealth Foundation

EIN 92-0257161 • Park City, UT

NTEE T20
1887 Gold Dust LanePark City, UT 84060
Siviq Scores

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

Liabilities / Assets

85th percentile

0.34x

Higher debt load relative to assets than 85% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.34x

Higher debt load relative to revenue than 85% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

98th percentile

286%

Faster asset growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

533%

Faster revenue growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$585,199

Up $433,737 (+286%) from 2023

Liabilities

Up

$197,505

Up $194,255 (+5977%) from 2023

Net Assets

Up

$387,694

Up $239,482 (+162%) from 2023

Revenue

Up

$580,640

Up $488,862 (+533%) from 2023

Expenses

Up

$19,392

Up $12,554 (+184%) from 2023

Net Income

Up

$561,248

Up $476,308 (+561%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2022: $63,272Liabilities 2022: $0Net Assets 2022: $63,2722022Assets 2023: $151,462Liabilities 2023: $3,250Net Assets 2023: $148,2122023Assets 2024: $585,199Liabilities 2024: $197,505Net Assets 2024: $387,6942024

Highlighted filing

2024

Assets$585,199
Liabilities$197,505
Net Assets$387,694

Operations Trend

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

$600K$400K$200K$0Revenue 2022: $76,508Expenses 2022: $13,236Net Income 2022: $63,2722022Revenue 2023: $91,778Expenses 2023: $6,838Net Income 2023: $84,9402023Revenue 2024: $580,640Expenses 2024: $19,392Net Income 2024: $561,2482024

Highlighted filing

2024

Revenue$580,640
Expenses$19,392
Net Income$561,248

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harvey SaxDirector-$0--
Chase ThomasDirector-$0--
Michael TorrenceDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Wealth Foundation
EIN
92-0257161
Phone
4356581934
Address
1887 Gold Dust Lane, Park City, UT 84060

Signing Officer

Name
Chase Thomas
Title
Director
Phone
4356581934
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Ruesch and Company LLC
Address
101 S 200 E SUITE 150, SALT LAKE CITY, UT 84111
Preparer
Chortney B Ruesch CPA
Phone
8018729798
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chase Thomas
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Wealth Foundation
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUESCH AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S 200 E SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT

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