PEAK RELIABILITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PEAK RELIABILITY (EIN 46-3889916)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201923179349308157
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T16:07:00-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463889916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEAK RELIABILITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAK | BusinessNameControlTxt |
| Phone | 3602132670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 NE 41ST STREET NO 150 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98662 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE JORDAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3602132670 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 13:56:11 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 94302E12F8DA8C1D841577056D0A0625F22C54D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIE JORDAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 NE 41ST STREET NO 150 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98662 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,031,158 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.PEAKRC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | UT | LegalDomicileStateCd |
| Activity Or Mission | MONITORING THE RELIABILITY OF THE WESTERN ELECTRIC GRID. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 183 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $119,305 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,700,554 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,908,053 | CYProgramServiceRevenueAmt |
| PY Investment Income | $997 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,433 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $46,820,856 | PYTotalRevenueAmt |
| CY Total Revenue | $46,945,486 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,757,429 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,696,499 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,845,383 | PYOtherExpensesAmt |
| CY Other Expenses | $13,619,067 | CYOtherExpensesAmt |
| PY Total Expenses | $45,602,812 | PYTotalExpensesAmt |
| CY Total Expenses | $50,315,566 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,218,044 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,370,080 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,392,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,780,403 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,108,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,867,189 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,283,294 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,913,214 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MONITORING THE RELIABILITY OF THE WESTERN ELECTRIC GRID. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,727,907 | ExpenseAmt |
| Revenue | $46,908,053 | RevenueAmt |
| Desc | PEAK 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 | $39,727,907 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 183 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE JORDAN LLC | PersonNm |
| Phone | 3609770053 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5739 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98668 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN C PROCARIO | |||||||||
| CHAIR | 8.00 | Yes (X) | Yes (X) | $102,000 | $0 | $0 | |||
| THOMAS B KING | |||||||||
| VICE CHAIR | 8.00 | Yes (X) | Yes (X) | $95,000 | $0 | $0 | |||
| LINDA A CAPUANO | |||||||||
| DIRECTOR | 8.00 | Yes (X) | $325 | $0 | $0 | ||||
| F JOHN MEYER | |||||||||
| DIRECTOR | 8.00 | Yes (X) | $90,000 | $0 | $0 | ||||
| B TIMOTHY GAGE | |||||||||
| DIRECTOR | 8.00 | Yes (X) | $95,000 | $0 | $0 | ||||
| BRIAN SILVERSTEIN | |||||||||
| DIRECTOR | 8.00 | Yes (X) | $90,000 | $0 | $0 | ||||
| MERCEDES WALTON | |||||||||
| DIRECTOR | 8.00 | Yes (X) | $91,431 | $0 | $0 | ||||
| MARIE JORDAN | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $689,483 | $0 | $289,440 | ||||
| RICHARD GARLISH - SVP FOR LEGAL | |||||||||
| STRATEGY, GENERAL COUNSEL & CCO | 40.00 | Yes (X) | $360,926 | $0 | $154,959 | ||||
| MATTHEW YATES | |||||||||
| INTERIM GENERAL COUNSEL | 40.00 | Yes (X) | $60,599 | $0 | $12,828 | ||||
| SHELBY BELL | |||||||||
| DIRECTOR OF FINANCE & ACCOUNTING | 40.00 | Yes (X) | $331,533 | $0 | $108,258 | ||||
| CORRIE BILKE - CORPORATE | |||||||||
| SECRETARY & DEPUTY GENERAL COUNSEL | 40.00 | Yes (X) | $221,386 | $0 | $88,175 | ||||
| TERRY BAKER | |||||||||
| MANAGING DIRECTOR OF OPERATIONS | 40.00 | $394,585 | $0 | $123,729 | Yes (X) | ||||
| BRETT WANGEN | |||||||||
| CHIEF ENGINEERING & TECH OFFICER | 40.00 | $458,249 | $0 | $145,545 | Yes (X) | ||||
| PETE HOELSCHER | |||||||||
| VP OF STRATEGY | 40.00 | $328,857 | $0 | $147,736 | Yes (X) | ||||
| KIRK STEWART | |||||||||
| SR DIRECTOR OF SOLUTION ARCHITECTURE | 40.00 | $364,969 | $0 | $126,577 | Yes (X) | ||||
| REGANA DAVIS | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | $228,215 | $0 | $105,551 | Yes (X) | ||||
| RACHEL SHERRARD | |||||||||
| VP OF COMMUNICATIONS | 40.00 | $333,087 | $0 | $120,669 | Yes (X) | ||||
| SCOTT DOWNEY | |||||||||
| DIRECTOR OF COMPLIANCE | 40.00 | $234,829 | $0 | $98,451 | Yes (X) | ||||
| ANTHONY BURT | |||||||||
| RELIABILITY COORDINATION MANAGER | 40.00 | $218,931 | $0 | $87,460 | Yes (X) | ||||
| SAAD MALIK | |||||||||
| DIRECTOR OF ENGINEERING | 40.00 | $229,639 | $0 | $98,220 | Yes (X) | ||||
| GARETH LIM | |||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | $238,185 | $0 | $127,097 | Yes (X) | ||||
| JOHN STOUT | |||||||||
| FORMER DIRECTOR, PRESIDENT & CEO | 0.00 | $90,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,347,229 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,834,695 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 124 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GE GRID SOLUTIONS | |||||
| PO BOX 88808 | CHICAGO | IL | 606951808 | CONSULTING | $1,013,780 |
| EVEREST CONSULTANTS INC | |||||
| 1500 NW BETHANY BLVD STE 235 | BEAVERTON | OR | 97006 | CONSULTING | $374,620 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | CONSULTING | $178,535 |
| ATLAS STRATEGIC COMMINICATIONS | |||||
| 168 N 9TH ST STE 200 | BOISE | ID | 83702 | CONSULTING | $143,281 |
| VAN NESS FLEDMAN LLP | |||||
| 1050 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 200073877 | LEGAL SERVICES | $135,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL ASSESSMENTS | 900099 | $44,596,829 | $44,596,829 |
| OTHER ASSESSMENTS | 900099 | $2,311,224 | $2,311,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,908,053 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,105 | TotalRevenueColumnAmt |
| Exclusion | $123,105 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $85,672 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$85,672 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,672 | TotalRevenueColumnAmt |
| Exclusion | -$85,672 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,945,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,908,053 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,433 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,843,621 | TotalAmt |
| Program Services | $1,664,467 | ProgramServicesAmt |
| Management And General | $4,179,154 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,421,635 | TotalAmt |
| Program Services | $22,624,905 | ProgramServicesAmt |
| Management And General | $1,796,730 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,055 | TotalAmt |
| Program Services | $1,842,486 | ProgramServicesAmt |
| Management And General | $333,569 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577,326 | TotalAmt |
| Program Services | $1,918,220 | ProgramServicesAmt |
| Management And General | $659,106 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,862 | TotalAmt |
| Program Services | $1,498,500 | ProgramServicesAmt |
| Management And General | $179,362 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,703 | TotalAmt |
| Program Services | $123,131 | ProgramServicesAmt |
| Management And General | $162,572 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,147 | TotalAmt |
| Management And General | $84,147 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,126 | TotalAmt |
| Program Services | $445,659 | ProgramServicesAmt |
| Management And General | $333,467 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,245,668 | TotalAmt |
| Program Services | $5,094,097 | ProgramServicesAmt |
| Management And General | $151,571 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,339,236 | TotalAmt |
| Management And General | $1,339,236 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,261 | TotalAmt |
| Program Services | $411,108 | ProgramServicesAmt |
| Management And General | $107,153 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,127 | TotalAmt |
| Program Services | $103,694 | ProgramServicesAmt |
| Management And General | $158,433 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,614,656 | TotalAmt |
| Program Services | $3,237,144 | ProgramServicesAmt |
| Management And General | $377,512 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,984 | TotalAmt |
| Management And General | $83,984 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULTING | $1,057,200 | $701,782 | $355,418 |
| OTHER TAXES | $348,959 | $62,714 | $286,245 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,315,566 | TotalAmt |
| Program Services | $39,727,907 | ProgramServicesAmt |
| Management And General | $10,587,659 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,984,326 | BOYAmt |
| EOY | $9,629,591 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,760,622 | BOYAmt |
| EOY | $42,683,009 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,180,196 | BOYAmt |
| EOY | $25,816,935 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973,804 | BOYAmt |
| EOY | $1,580,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,243,510 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,390,784 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,378,614 | BOYAmt |
| EOY | $3,852,726 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,560 | BOYAmt |
| EOY | $218,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,392,122 | BOYAmt |
| EOY | $83,780,403 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,605,177 | BOYAmt |
| EOY | $3,448,008 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,694,083 | BOYAmt |
| EOY | $57,591,337 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,809,568 | BOYAmt |
| EOY | $6,827,844 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,108,828 | BOYAmt |
| EOY | $67,867,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,283,294 | BOYAmt |
| EOY | $15,913,214 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,283,294 | BOYAmt |
| EOY | $15,913,214 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,392,122 | BOYAmt |
| EOY | $83,780,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,370,080 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,268,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,875,185 | DepreciationAmt |
| Book Value | $393,612 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,848,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,058,981 | DepreciationAmt |
| Book Value | $1,789,179 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,126,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,456,618 | DepreciationAmt |
| Book Value | $1,669,935 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,852,726 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $6,827,844 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,827,844 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,535,243 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,535,243 | RevenueSubtotalAmt |
| Other Revenues Not Included | $13,410,243 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $13,410,243 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,945,486 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,261,547 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,261,547 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $17,054,019 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,054,019 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,315,566 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | PEAK IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. PEAK RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. PEAK RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF ANY, IN OPERATING EXPENSES. PEAK HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2018 OR 2017. NO INTEREST AND PENALTIES WERE ACCRUED FOR THE YEARS ENDED DECEMBER 31, 2018 OR 2017. PEAK FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MID-YEAR CONVERSION TO LIQUIDATION BASIS FOR BOOK (REVENUE FOR TAX NOT BOOK) 13,410,243. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MID-YEAR CONVERSION TO LIQUIDATION BASIS FOR BOOK (EXPENSE FOR TAX NOT BOOK) 17,054,019. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARIE JORDAN | ||||||||||||||
| PRESIDENT & CEO | $468,409 | $0 | $220,000 | $0 | $1,074 | $0 | $276,500 | $0 | $12,940 | $0 | $978,923 | $0 | $220,000 | $0 |
| RICHARD GARLISH - SVP FOR LEGAL | ||||||||||||||
| STRATEGY, GENERAL COUNSEL & CCO | $291,038 | $0 | $69,618 | $0 | $270 | $0 | $125,590 | $0 | $29,369 | $0 | $515,885 | $0 | $62,620 | $0 |
| SHELBY BELL | ||||||||||||||
| DIRECTOR OF FINANCE & ACCOUNTING | $217,975 | $0 | $113,164 | $0 | $394 | $0 | $85,262 | $0 | $22,996 | $0 | $439,791 | $0 | $113,164 | $0 |
| CORRIE BILKE - CORPORATE | ||||||||||||||
| SECRETARY & DEPUTY GENERAL COUNSEL | $221,224 | $0 | $0 | $0 | $162 | $0 | $78,685 | $0 | $9,490 | $0 | $309,561 | $0 | $0 | $0 |
| TERRY BAKER | ||||||||||||||
| MANAGING DIRECTOR OF OPERATIONS | $225,513 | $0 | $167,834 | $0 | $1,238 | $0 | $99,281 | $0 | $24,448 | $0 | $518,314 | $0 | $167,834 | $0 |
| BRETT WANGEN | ||||||||||||||
| CHIEF ENGINEERING & TECH OFFICER | $279,272 | $0 | $178,707 | $0 | $270 | $0 | $116,145 | $0 | $29,400 | $0 | $603,794 | $0 | $178,707 | $0 |
| PETE HOELSCHER | ||||||||||||||
| VP OF STRATEGY | $251,800 | $0 | $76,416 | $0 | $641 | $0 | $113,009 | $0 | $34,727 | $0 | $476,593 | $0 | $69,426 | $0 |
| KIRK STEWART | ||||||||||||||
| SR DIRECTOR OF SOLUTION ARCHITECTURE | $204,885 | $0 | $159,164 | $0 | $920 | $0 | $94,123 | $0 | $32,454 | $0 | $491,546 | $0 | $159,164 | $0 |
| REGANA DAVIS | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $186,323 | $0 | $41,538 | $0 | $354 | $0 | $75,043 | $0 | $30,508 | $0 | $333,766 | $0 | $41,538 | $0 |
| RACHEL SHERRARD | ||||||||||||||
| VP OF COMMUNICATIONS | $204,651 | $0 | $127,662 | $0 | $774 | $0 | $94,344 | $0 | $26,325 | $0 | $453,756 | $0 | $127,662 | $0 |
| SCOTT DOWNEY | ||||||||||||||
| DIRECTOR OF COMPLIANCE | $181,514 | $0 | $52,610 | $0 | $705 | $0 | $70,343 | $0 | $28,108 | $0 | $333,280 | $0 | $46,375 | $0 |
| ANTHONY BURT | ||||||||||||||
| RELIABILITY COORDINATION MANAGER | $189,967 | $0 | $28,708 | $0 | $256 | $0 | $58,067 | $0 | $29,393 | $0 | $306,391 | $0 | $28,708 | $0 |
| SAAD MALIK | ||||||||||||||
| DIRECTOR OF ENGINEERING | $201,317 | $0 | $28,146 | $0 | $176 | $0 | $72,539 | $0 | $25,681 | $0 | $327,859 | $0 | $26,492 | $0 |
| GARETH LIM | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $196,590 | $0 | $41,242 | $0 | $353 | $0 | $97,504 | $0 | $29,593 | $0 | $365,282 | $0 | $27,347 | $0 |
| JOHN STOUT | ||||||||||||||
| FORMER DIRECTOR, PRESIDENT & CEO | $90,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $90,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH CLUB OR FITNESS CENTER DUES OR INITIATION FEES OR FEES FOR FITNESS CLASSES UP TO $300 PER YEAR ARE REIMBURSED TO ALL EMPLOYEES WHO REQUEST REIMBURSEMENT AND PROVIDE APPROPRIATE DOCUMENTATION. |
| PART I, LINE 7 | NON-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 COMPANY AND EMPLOYEE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP 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 7A | ONLY 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 7B | PURSUANT 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 11B | THE RETURN IS PREPARED BY THE TAX PREPARER, THE DIRECTOR OF FINANCE & ACCOUNTING 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 12C | PEAK 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 15 | PURSUANT 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 19 | PEAK 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. |