Civic Intelligence

The West Foundation Inc

EIN 23-7416727 • Indianapolis, IN

111 Monument Cir Ste 220Indianapolis, IN 46204-5174
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$95,686

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

39%

Faster revenue growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,847,660

Down $97,905 (-3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,847,660

Down $97,905 (-3.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin21st percentile

Revenue

Up

$624,823

Up $173,756 (+39%) from 2023

Expenses

Down

$707,024

Down $14,857 (-2.1%) from 2023

Net Income

Up

-$82,201

Up $188,613 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,091,928Liabilities 2020: $0Net Assets 2020: $3,091,9282020Assets 2021: $3,414,318Liabilities 2021: $0Net Assets 2021: $3,414,3182021Assets 2022: $3,215,545Liabilities 2022: $0Net Assets 2022: $3,215,5452022Assets 2023: $2,945,565Liabilities 2023: $0Net Assets 2023: $2,945,5652023Assets 2024: $2,847,660Liabilities 2024: $0Net Assets 2024: $2,847,6602024

Highlighted filing

2024

Assets$2,847,660
Liabilities$0
Net Assets$2,847,660
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $294,399Expenses 2020: $516,402Net Income 2020: -$222,0032020Revenue 2021: $888,534Expenses 2021: $635,731Net Income 2021: $252,8032021Revenue 2022: $565,950Expenses 2022: $696,214Net Income 2022: -$130,2642022Revenue 2023: $451,067Expenses 2023: $721,881Net Income 2023: -$270,8142023Revenue 2024: $624,823Expenses 2024: $707,024Net Income 2024: -$82,2012024

Highlighted filing

2024

Revenue$624,823
Expenses$707,024
Net Income-$82,201
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,847,660
Liabilities
$0
Net assets
$2,847,660
Revenue
$624,823
Expenses
$707,024
Net income
-$82,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.62$0.71$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.45$0.72$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.57$0.70$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.89$0.64$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.29$0.52$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY WESTExecutive DirectorFT$95,686-$95,686
EMILY RICEProgram And Communications OfficerFT$74,143-$74,143
DANIELE ROTH-LARRISONOffice ManagerFT$56,578-$56,578
REBEKAH JONESDirector-$0--
SUZANNA BLOOMDirector-$0--
JORDAN DAVISDirector-$0--
Filing and Contact Details

Filer

Filer Name
The West Foundation Inc
EIN
23-7416727
Phone
3179720204
Address
111 MONUMENT CIR STE 220, INDIANAPOLIS, IN 46204-5174

Signing Officer

Name
Dani Roth
Title
Officer
Phone
3179720204
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Susie M Keaton
Phone
3174722200
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