Civic Intelligence

Thomas J West Family

EIN 27-6777707 • Pottsville, PA

PO Box 660Pottsville, PA 17901
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-134%

Higher net margin than 5% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$9,105

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 30.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$602,457

Down $20,765 (-3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$602,457

Down $20,765 (-3.3%) from 2022

Operations
Liabilities / Revenue40th percentileNet Margin5th percentile

Revenue

Up

$30,383

Up $8,707 (+40%) from 2022

Expenses

Up

$71,152

Up $9,486 (+15%) from 2022

Net Income

Down

-$40,769

Down $779 (-1.9%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2015: $702,751Liabilities 2015: $0Net Assets 2015: $702,7512015Assets 2016: $684,342Liabilities 2016: $0Net Assets 2016: $684,3422016Assets 2017: $650,589Liabilities 2017: $0Net Assets 2017: $650,5892017Assets 2019: $608,369Liabilities 2019: $0Net Assets 2019: $608,3692019Assets 2020: $589,319Liabilities 2020: $0Net Assets 2020: $589,3192020Assets 2021: $585,906Liabilities 2021: $0Net Assets 2021: $585,9062021Assets 2022: $623,222Liabilities 2022: $0Net Assets 2022: $623,2222022Assets 2024: $602,457Liabilities 2024: $0Net Assets 2024: $602,4572024

Highlighted filing

2024

Assets$602,457
Liabilities$0
Net Assets$602,457
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2015: $26,050Expenses 2015: $57,166Net Income 2015: -$31,1162015Revenue 2016: $21,595Expenses 2016: $55,953Net Income 2016: -$34,3582016Revenue 2017: $23,742Expenses 2017: $50,174Net Income 2017: -$26,4322017Revenue 2019: $24,021Expenses 2019: $49,513Net Income 2019: -$25,4922019Revenue 2020: $25,562Expenses 2020: $54,210Net Income 2020: -$28,6482020Revenue 2021: $29,913Expenses 2021: $57,895Net Income 2021: -$27,9822021Revenue 2022: $21,676Expenses 2022: $61,666Net Income 2022: -$39,9902022Revenue 2024: $30,383Expenses 2024: $71,152Net Income 2024: -$40,7692024

Highlighted filing

2024

Revenue$30,383
Expenses$71,152
Net Income-$40,769
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$602,457
Liabilities
$0
Net assets
$602,457
Revenue
$30,383
Expenses
$71,152
Net income
-$40,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.30$0.71$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.00$6.23$0.22$0.62$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.30$0.58$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.26$0.54$0.29
2019Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.24$0.50$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$0.24$0.50$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$0.22$0.56$0.34
2015Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.26$0.57$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-TrusteePT$9,105-$9,105
JAMES C BOHORADCo-Trustee-$2,985-$2,985
Filing and Contact Details

Filer

Filer Name
Thomas J West Family Char Trust
EIN
27-6777707
Phone
5705168325
Address
PO BOX 660, POTTSVILLE, PA 17901

Signing Officer

Name
Mid Penn Bank Trust Department
Title
Co-trustee
Phone
5705168325
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Marshall Bohorad Thornburg Price&campion
Address
1940 W NORWEGIAN ST PO BOX 1280, POTTSVILLE, PA 17901-7280
Preparer
Thomas J Campion Jr
Phone
5706221811
Raw XML AppendixShowing 400 of 759 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD S/T BOND INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD MID-CAP VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD SMALL-CAP VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WELLS FARGO & CO. PREFERRED DD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
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