Civic Intelligence

Alpha Wealth Foundation

990PF • Fiscal year 2024 • EIN 92-0257161

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

1887 Gold Dust LanePark City, UT 84060

(435) 658-1934

Siviq Scores

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

Liabilities / Assets

98th percentile

0.34x

Higher debt load relative to assets than 98% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

0.34x

Higher debt load relative to revenue than 96% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

96th percentile

97%

Higher net margin than 96% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Asset Growth

97th percentile

286%

Faster asset growth than 97% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

533%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$585,199

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

Net Assets

Up

$387,694

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

Liabilities

Up

$197,505

Up $194,255 (+5977%) 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

Historical Trend

Balance Sheet Trend

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

$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 across loaded years, with this 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
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
Raw XML AppendixShowing 400 of 409 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/PersonNm1Chase Thomas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Michael Torrence
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Chase Thomas
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Wasatch Contemporary Dance Co
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SALT Contemporary Dance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2National Scleroderma Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12668 S 2000 E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23930 Oaks Clubhouse Dr 505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Provo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pompano Beach
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07688
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08714
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010185
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02497
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08714
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06217
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert Nohavec
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Larry Walker
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Christopher McPhie
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Stanley Leavitt
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Austin Warner
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5Steve Warner
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07740 Buckboard Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1121 Lakeview
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2519 W 55 S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3PO Box 41
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt44081 S Hillview Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt53560 Wagon Wheel Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Park City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Stansbury Park
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Blackfoot
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Kamas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Salt Lake City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5Park City
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt180000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt240000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3130000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt445000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt5150000
IRS990ScheduleB/GeneralRuleInd0X
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Ray Quinney & Nebeker PC Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt085
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01703
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01618
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt058095
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0The Insiders Fund LP Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt060380
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt066094
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0321766
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Temporary Adjustments/Timing Differences
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Expenses from K-1s
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01106
OtherIncomeSchedule2/OtherIncomeDetail/Desc0From K-1s
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0504
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0504
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Temporary Adjustments/Timing Differences
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03250
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Deposits in Transit
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0195000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01806
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Interactive Brokers Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt090
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01716
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chase Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04356581934
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Wealth Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0920257161
ReturnHeader/Filer/PhoneNum04356581934
ReturnHeader/Filer/USAddress/AddressLine1Txt01887 Gold Dust Lane
ReturnHeader/Filer/USAddress/CityNm0Park City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371658522
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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