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PEAK RELIABILITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PEAK RELIABILITY (EIN 46-3889916)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-11
IRS object ID
202011329349300211
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-11T08:06:28-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1805 SW BROADWAY STE 1200AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463889916EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEAK RELIABILITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEAKBusinessNameControlTxt
Phone3609770053PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5739AddressLine1Txt
CityVANCOUVERCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98668ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIE JORDANPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone3609770053PhoneNum
Signature2020-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY CAMPOSPreparerPersonNm
PTINP00448102PTIN
Phone5032421447PhoneNum
Preparation2020-05-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.236.227.107IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-07IPDt
IP Tm14:14:45IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdCEB32098E0DA78823741A708D31426FEC07C0BDBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARIE JORDANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5739AddressLine1Txt
CityVANCOUVERCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98668ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$57,915,630GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.PEAKRC.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateUTLegalDomicileStateCd
Activity Or MissionMONITORING THE RELIABILITY OF THE WESTERN ELECTRIC GRID.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee150TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$46,908,053PYProgramServiceRevenueAmt
CY Program Service Revenue$57,751,141CYProgramServiceRevenueAmt
PY Investment Income$37,433PYInvestmentIncomeAmt
CY Investment Income-$1,383,664CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$46,945,486PYTotalRevenueAmt
CY Total Revenue$56,367,477CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$36,696,499PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$30,218,641CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,619,067PYOtherExpensesAmt
CY Other Expenses$15,589,919CYOtherExpensesAmt
PY Total Expenses$50,315,566PYTotalExpensesAmt
CY Total Expenses$45,808,560CYTotalExpensesAmt
PY Revenues Less Expenses-$3,370,080PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,558,917CYRevenuesLessExpensesAmt
Total Assets BOY$83,780,403TotalAssetsBOYAmt
Total Assets EOY$28,706,578TotalAssetsEOYAmt
Total Liabilities BOY$67,867,189TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,227,197TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,913,214NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,479,381NetAssetsOrFundBalancesEOYAmt
MissionMONITORING THE RELIABILITY OF THE WESTERN ELECTRIC GRID.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$31,158,720ExpenseAmt
Revenue$57,751,141RevenueAmt
DescPEAK RELIABILITY'S COORDINATION OFFICES PROVIDED SITUATIONAL AWARENESS AND REAL-TIME MONITORING OF THE RELIABILITY COORDINATOR AREA WITHIN THE WESTERN INTERCONNECTION.Desc
Total Program Service Expenses$31,158,720TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee150EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARIE JORDAN LLCPersonNm
Phone3609770053PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5739AddressLine1Txt
CityVANCOUVERCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98668ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOHN C PROCARIO
CHAIR8.00Yes (X)Yes (X)$102,000$0$0
THOMAS B KING
VICE CHAIR8.00Yes (X)Yes (X)$95,000$0$0
B TIMOTHY GAGE
DIRECTOR8.00Yes (X)$95,000$0$0
MERCEDES WALTON
DIRECTOR8.00Yes (X)$95,000$0$0
F JOHN MEYER
DIRECTOR8.00Yes (X)$90,000$0$0
BRIAN SILVERSTEIN
DIRECTOR8.00Yes (X)$90,000$0$0
MARIE JORDAN
PRESIDENT & CEO40.00Yes (X)$799,742$0$224,579
TERRY BAKER
MANAGING DIRECTOR OF OPERATIONS40.00Yes (X)$485,737$0$142,174
RICHARD GARLISH - SVP FOR
LEGAL STRATEGY, GEN COUNSEL & COMP40.00Yes (X)$423,358$0$174,181
RACHEL SHERRARD
VP OF COMMUNICATIONS40.00Yes (X)$406,573$0$136,874
SHELBY BELL
DIRECTOR OF FINANCE & ACCOUNTING40.00Yes (X)$427,122$0$94,996
CORRIE BILKE - CORPORATE
SECRETARY & DEPUTY GENERAL COUNSEL40.00Yes (X)$398,404$0$102,380
KIRK STEWART
SR DIRECTOR OF SOLUTION ARCHITECTURE40.00$426,273$0$141,591Yes (X)
BRETT WANGEN
CHIEF ENGINEERING & TECH OFFICER40.00$426,675$0$13,675Yes (X)
PETE HOELSCHER
VP OF STRATEGY40.00$363,656$0$12,963Yes (X)
GARETH LIM
DIRECTOR OF INFORMATION TECH40.00$441,335$0$124,011Yes (X)
SAAD MALIK
DIRECTOR OF ENGINEERING40.00$390,132$0$116,949Yes (X)
SCOTT DOWNEY
DIRECTOR OF COMPLIANCE40.00$378,465$0$113,030Yes (X)
RICHARD KIESS
DIRECTOR OF OPERATIONS40.00$345,762$0$104,271Yes (X)
EDWARD T LOPEZ
RC SYSTEM OPERATOR III40.00$388,702$0$50,411Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,668,936TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,552,085TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K121IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GRID SME
145 PARKSHORE DRIVE SUITE 140FOLSOMCA95630CONSULTING$381,789
UTILICAST LLC
PO BOX 38KIRKLANDWA98083CONSULTING$179,966
ALLIED UNIVERSAL SECURITY SERVICES
PO BOX 31001-2374PASADENACA911102374CONSULTING$175,448
PROSITIONS INC
5550 WILD ROSE LANE SUITE 400WEST DES MOINESIA50266CONSULTING$170,954
STOEL RIVES
760 SW NINTH AVE SUITE 3000PORTLANDOR97205LEGAL SERVICES$105,142
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL ASSESSMENTS900099$55,697,482$55,697,482
OTHER ASSESSMENTS900099$2,053,659$2,053,659
FieldValueIRS element (for citing)
Total Program Service Revenue$57,751,141TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$164,489TotalRevenueColumnAmt
Exclusion$164,489ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,548,153OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$1,548,153OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,548,153TotalRevenueColumnAmt
Exclusion-$1,548,153ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,367,477TotalRevenueColumnAmt
Related Or Exempt Func Income$57,751,141RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,383,664ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,767,952TotalAmt
Program Services$1,781,832ProgramServicesAmt
Management And General$3,986,120ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,314,609TotalAmt
Program Services$17,689,034ProgramServicesAmt
Management And General$1,625,575ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,845,390TotalAmt
Program Services$1,612,366ProgramServicesAmt
Management And General$233,024ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,982,443TotalAmt
Program Services$1,496,390ProgramServicesAmt
Management And General$486,053ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,308,247TotalAmt
Program Services$1,008,379ProgramServicesAmt
Management And General$299,868ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$105,456TotalAmt
Program Services$442ProgramServicesAmt
Management And General$105,014ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$89,625TotalAmt
Management And General$89,625ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,805,354TotalAmt
Program Services$584,622ProgramServicesAmt
Management And General$1,220,732ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$776,995TotalAmt
Program Services$426,681ProgramServicesAmt
Management And General$350,314ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,362,182TotalAmt
Program Services$4,244,606ProgramServicesAmt
Management And General$117,576ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,688,055TotalAmt
Management And General$2,688,055ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$278,726TotalAmt
Program Services$205,740ProgramServicesAmt
Management And General$72,986ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$153,536TotalAmt
Program Services$73,912ProgramServicesAmt
Management And General$79,624ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,196,314TotalAmt
Program Services$1,988,878ProgramServicesAmt
Management And General$207,436ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$86,116TotalAmt
Management And General$86,116ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
PENALTIES$2,678,000$2,678,000
OTHER TAXES$369,560$323,722$45,838

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$45,808,560TotalAmt
Program Services$31,158,720ProgramServicesAmt
Management And General$14,649,840ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,629,591BOYAmt
EOY$27,959,961EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$42,683,009BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,816,935BOYAmt
EOY$344,994EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,580,142BOYAmt
EOY$307,373EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,852,726BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$218,000BOYAmt
EOY$94,250EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$83,780,403BOYAmt
EOY$28,706,578EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,448,008BOYAmt
EOY-$15,004EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$57,591,337BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,827,844BOYAmt
EOY$2,242,201EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$67,867,189BOYAmt
EOY$2,227,197EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,913,214BOYAmt
EOY$26,479,381EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,913,214BOYAmt
EOY$26,479,381EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$83,780,403BOYAmt
EOY$28,706,578EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,558,917ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,250NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$2,242,201Amt
FieldValueIRS element (for citing)
Total Liability$2,242,201TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARIE JORDAN
PRESIDENT & CEO$511,418$0$287,500$0$824$0$210,450$0$14,129$0$1,024,321$0$251,750$0
TERRY BAKER
MANAGING DIRECTOR OF OPERATIONS$414,237$0$70,312$0$1,188$0$116,250$0$25,924$0$627,911$0$74,531$0
RICHARD GARLISH - SVP FOR
LEGAL STRATEGY, GEN COUNSEL & COMP$329,338$0$93,750$0$270$0$142,200$0$31,981$0$597,539$0$99,375$0
RACHEL SHERRARD
VP OF COMMUNICATIONS$341,068$0$64,381$0$1,124$0$110,325$0$26,549$0$543,447$0$68,244$0
SHELBY BELL
DIRECTOR OF FINANCE & ACCOUNTING$373,102$0$53,750$0$270$0$93,000$0$1,996$0$522,118$0$56,975$0
CORRIE BILKE - CORPORATE
SECRETARY & DEPUTY GENERAL COUNSEL$345,242$0$53,000$0$162$0$91,980$0$10,400$0$500,784$0$56,180$0
KIRK STEWART
SR DIRECTOR OF SOLUTION ARCHITECTURE$361,940$0$64,063$0$270$0$105,825$0$35,766$0$567,864$0$67,906$0
BRETT WANGEN
CHIEF ENGINEERING & TECH OFFICER$74,001$0$86,222$0$266,452$0$9,637$0$4,038$0$440,350$0$91,395$0
PETE HOELSCHER
VP OF STRATEGY$32,371$0$81,250$0$250,035$0$10,293$0$2,670$0$376,619$0$86,125$0
GARETH LIM
DIRECTOR OF INFORMATION TECH$388,029$0$52,844$0$462$0$89,400$0$34,611$0$565,346$0$56,014$0
SAAD MALIK
DIRECTOR OF ENGINEERING$339,779$0$49,633$0$720$0$87,600$0$29,349$0$507,081$0$52,611$0
SCOTT DOWNEY
DIRECTOR OF COMPLIANCE$332,476$0$45,611$0$378$0$81,600$0$31,430$0$491,495$0$48,347$0
RICHARD KIESS
DIRECTOR OF OPERATIONS$309,554$0$35,510$0$698$0$81,400$0$22,871$0$450,033$0$37,641$0
EDWARD T LOPEZ
RC SYSTEM OPERATOR III$266,620$0$0$0$122,082$0$24,992$0$25,419$0$439,113$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHEALTH CLUB OR FITNESS CENTER DUES OR INITIATION FEES OR FEES FOR FITNESS CLASSES UP TO $500 PER YEAR ARE REIMBURSED TO ALL EMPLOYEES WHO REQUEST REIMBURSEMENT AND PROVIDE APPROPRIATE DOCUMENTATION.
PART I, LINE 4ASEVERANCE PAYMENTS IN 2019: * BRETT WANGEN, CHIEF ENGINEERING & TECH OFFICER: $266,430 * PETE HOELSCHER, VP OF STRATEGY: $250,000 * EDWARD T LOPEZ, RC SYSTEM OPERATOR III: $120,728
PART I, LINE 7NON-FIXED PAYMENTS NOT DESCRIBED ON LINE 5 OR 6 INCLUDE: * HEALTH CLUB AND FITNESS CENTER DUES OR INITIATION FEES FOR FITNESS CLASSES AS DESCRIBED ABOVE. * SHORT TERM INCENTIVE PLAN TIED TO ORGANIZATION SPECIFIC PERFORMANCE METRICS. THE ENTIRE PROGRAM IS SUBJECT TO DISCRETIONARY BOARD REVIEW AND APPROVAL. * AWARD PROGRAM THAT ENCOURAGES EMPLOYEES TO RECOGNIZE ACCOMPLISHMENTS BY AWARDING POINTS THAT ARE REDEEMED FOR GIFT CARDS. THE VALUE OF THE POINTS IS INCLUDED IN EMPLOYEE COMPENSATION WHEN AWARDED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP IN PEAK IS VOLUNTARY. ANY ORGANIZATION MAY BECOME A MEMBER OF PEAK AS LONG AS ELIGIBILITY CRITERIA HAVE BEEN MET AS OUTLINED IN THE BYLAWS. THERE ARE 5 VOTING CLASSES OF MEMBERS BASED UPON THE ACTIVITIES OF THE MEMBER ORGANIZATION. THESE MEMBERS OF PEAK HAVE THE RIGHT TO ELECT AND REMOVE DIRECTORS, AMEND BYLAWS AND TO REVIEW AND RESCIND ANY BOARD AMENDMENT OF THE BYLAWS AS WELL AS THE RIGHT TO ATTEND AND PARTICIPATE IN MEETINGS AND COMMITTEES.
FORM 990, PART VI, SECTION A, LINE 7AONLY PEAK RELIABILITY MEMBERS IN CLASSES 1, 2, 3, 4, AND 5 HAVE THE RIGHT TO ELECT AND REMOVE DIRECTORS AT ANNUAL MEETINGS. AT THE ANNUAL MEMBER CLASS MEETINGS, THESE VOTING MEMBERS VOTE TO ELECT A DIRECTOR FOR EACH OPENING PURSUANT TO THE PROCEDURES SET FORTH IN SECTION 6 OF PEAK'S BYLAWS, EXCEPT THAT IN DIRECTOR ELECTIONS, EACH MEMBER SHALL HAVE ONE VOTE PER OPENING THAT CAN BE CAST POSITIVE OR NEGATIVE. EACH CANDIDATE MUST RECEIVE A SIMPLE MAJORITY POSITIVE VOTE OF THE MEMBERSHIP, AS WELL AS A SIMPLE MAJORITY POSITIVE VOTE OF THE MEMBERS OF FOUR (4) OF THE FIVE (5) MEMBER CLASSES (CLASSES 1-5), TO BE SUCCESSFULLY ELECTED TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BPURSUANT TO PEAK BYLAWS SECTION 3.13.2, CERTAIN DELEGATIONS OF AUTHORITY BY PEAK'S BOARD OF DIRECTORS ARE SUBJECT TO APPEAL BY PEAK'S MEMBERSHIP UPON PETITION FILED WITH THE CORPORATE SECRETARY BY A SIMPLE MAJORITY OF THE MEMBERSHIP, HOWEVER, SUCH APPEALS ARE TO THE PEAK BOARD. ADDITIONALLY, PEAK'S BOARD MAY NOT AMEND CERTAIN PROVISIONS OF PEAK'S BYLAWS (SECTIONS 1, 3, 5.2.1, 5.10, 8.3, 16, AND ANY OTHER SECTIONS AS REQUIRED PURSUANT TO UTAH LAW), WITHOUT SUCH AMENDMENT(S) FIRST BEING APPROVED BY PEAK'S MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN IS PREPARED BY THE TAX PREPARER, THEN MANAGEMENT REVIEWS FOR COMPLETENESS AND ANY NECESSARY CHANGES ARE MADE, AND A COPY IS PROVIDED TO THE PRESIDENT & CEO FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CPEAK RELIABILITY HAS BOTH A STANDARDS OF CONDUCT FOR THE MEMBERS OF THE PEAK RELIABILITY BOARD OF DIRECTORS AND PEAK'S OFFICERS AND EMPLOYEES. THESE STANDARDS OF CONDUCT ARE RESPECTIVELY APPENDICES A AND B TO PEAK'S BYLAWS. PEAK'S DIRECTORS SUBMIT DISCLOSURES STATEMENTS ANNUALLY OR AS NECESSARY INDICATING ANY APPLICABLE FINANCIAL HOLDINGS THAT MAY CAUSE A CONFLICT OR CERTIFYING THAT NO SUCH CONFLICT EXISTS. PEAK RELIABILITY OFFICERS AND EMPLOYEES ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICTS TO PEAK RELIABILITY'S CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL AND, POSSIBLY, THE DIRECTOR OF HUMAN RESOURCES DEPENDING ON THE NATURE OF THE CONFLICT. GENERALLY SPEAKING, PEAK RELIABILITY DIRECTORS MUST AVOID OR DISCLOSE AS NECESSARY ANY POTENTIAL CONFLICTS BETWEEN THE DIRECTOR'S OWN INTEREST AND THAT OF PEAK RELIABILITY. PEAK RELIABILITY OFFICERS AND EMPLOYEES MUST AVOID POTENTIAL OR ACTUAL CONFLICTS BETWEEN THE OFFICER'S OR EMPLOYEE'S INTEREST AND THE ORGANIZATIONS AND DISCLOSE ANY SUCH CONFLICTS AS SUCH CONFLICTS ARISE RATHER THAN ON A PERIODIC BASIS. PEAK RELIABILITY MONITORS AND ENFORCES COMPLIANCE BASED ON DISCLOSURES FROM ITS DIRECTORS AND OFFICERS AND EMPLOYEES CONSISTENT WITH THE RESPECTIVE STANDARDS OF CONDUCT.
FORM 990, PART VI, SECTION B, LINE 15PURSUANT TO PEAK RELIABILITY'S BYLAWS SECTION 11.2.2, PEAK RELIABILITY'S CEO IS EMPLOYED BY PEAK RELIABILITY'S BOARD AND WILL SERVE AT ITS PLEASURE. ADDITIONALLY, THE CEO'S CONTRACT OF EMPLOYMENT PERMITS THE BOARD TO DISMISS THE CEO AT ITS DISCRETION, WITHOUT HAVING TO DEMONSTRATE CAUSE OR GOOD REASON. ACCORDINGLY, THE PROCESS FOR DETERMINING THE CEO'S COMPENSATION IS A DIRECT NEGOTIATION WITH PEAK RELIABILITY'S BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS THE POINT OF APPROVAL FOR ANY OFFICER LEVEL EMPLOYEE'S SALARY. CEO AND OFFICER/KEY EMPLOYEE COMPENSATION HAS ALSO BEEN DETERMINED WITH THE AID OF COMPENSATION SURVEY COMPARABILITY DATA.
FORM 990, PART VI, SECTION C, LINE 19PEAK RELIABILITY'S CONFLICT OF INTEREST POLICIES ARE EMBODIED IN THE APPENDICES TO PEAK RELIABILITY'S BYLAWS WHICH ARE PUBLICLY AVAILABLE AT WWW.PEAKRC.COM. FURTHER GOVERNING DOCUMENTS ARE POSTED ON WWW.PEAKRC.COM. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION A, LINE 9:ADDRESSES OF INDIVIDUALS WHO CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS ARE AVAILABLE UPON REQUEST.