PEAK TRUST DONOR ADVISED FUND INC (EIN 272463839) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

MATTHEW BLATTMACHR

Phone

9072786775

Tax Period

2023-01-01 to 2023-12-31

PEAK TRUST DONOR ADVISED FUND INC, founded in 2010, is a small nonprofit that reported $809K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $5.0M exceeded revenue, resulting in a 512% operating deficit.

Mission

CONNECT DONORS WITH THE INFORMATION AND OPPORTUNITIES TO ACCOMPLISH THEIR CHARITABLE GOALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $0

Investment Income $756,332

Other Revenue $46,506

TOTAL REVENUE $808,838

Expense Breakdown

Grants Paid $859,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,947,565

Other Expenses $4,093,887

TOTAL EXPENSES $4,953,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$808,838	$1,426,064	-0.4%
Expenses	$4,953,187	$813,725	+5.1%
Net Income	$-4,144,349	$612,339	-7.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE ROWLEY - THRU JULY 2023	PRESIDENT & SECRETARY	1.00	Officer Director	$0	$0	$0
LEE LEGLEITER	TREASURER	1.00	Officer Director	$0	$0	$0
APRIL MCCULLOUGH	DIRECTOR	1.00	Director	$0	$0	$0
JACK CICIORA	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW BLATTMACHR	CEO	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$808,838	$4,953,187	No data	$-4,144,349
2022	$1,426,064	$813,725	$4,144,349	$612,339
2021	$3,415,977	$85,500	$3,532,010	$3,330,477
2021	$3,415,977	$85,500	$3,532,010	$3,330,477
2020	$18,567	$9,650	$83,353	$8,917
2019	$3,746	$2,250	$74,436	$1,496
2018	$76,815	$3,875	$72,940	$72,940

PEAK TRUST DONOR ADVISED FUND INC