Civic Intelligence

The West Endowment

990T • Fiscal year 2020 • EIN 76-0481204

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 03, 2021

Organization Profile
PO Box 491Houston, TX 77001-0491

(713) 961-9699

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $19,200,584Liabilities 2011: $3,1712011Assets 2012: $11,893,935Liabilities 2012: $02012Assets 2013: $11,560,174Liabilities 2013: $02013Assets 2014: $11,229,046Liabilities 2014: $02014Assets 2015: $10,778,365Liabilities 2015: $02015Assets 2019: $10,177,141Liabilities 2019: $02019Assets 2020: $10,021,810Liabilities 2020: $0Net Assets 2020: $10,021,8102020Assets 2021: $9,936,537Liabilities 2021: $0Net Assets 2021: $9,936,5372021Assets 2022: $9,753,016Liabilities 2022: $0Net Assets 2022: $9,753,0162022Assets 2023: $9,751,054Liabilities 2023: $0Net Assets 2023: $9,751,0542023Assets 2024: $10,386,637Liabilities 2024: $0Net Assets 2024: $10,386,6372024

Latest loaded filing

2024

Assets$10,386,637
Liabilities$0
Net Assets$10,386,637
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $348,284Expenses 2011: $701,450Net Income 2011: -$353,1662011Revenue 2012: $420,852Expenses 2012: $724,330Net Income 2012: -$303,4782012Revenue 2013: $391,446Expenses 2013: $725,207Net Income 2013: -$333,7612013Revenue 2014: $375,818Expenses 2014: $706,946Net Income 2014: -$331,1282014Revenue 2015: $225,782Expenses 2015: $676,463Net Income 2015: -$450,6812015Revenue 2019: $653,686Expenses 2019: $644,914Net Income 2019: $8,7722019Revenue 2020: $495,701Expenses 2020: $651,032Net Income 2020: -$155,3312020Revenue 2021: $579,944Expenses 2021: $665,217Net Income 2021: -$85,2732021Revenue 2022: $514,282Expenses 2022: $697,803Net Income 2022: -$183,5212022Revenue 2023: $636,809Expenses 2023: $638,771Net Income 2023: -$1,9622023Revenue 2024: $1,270,341Expenses 2024: $634,758Net Income 2024: $635,5832024

Latest loaded filing

2024

Revenue$1,270,341
Expenses$634,758
Net Income$635,583
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 3, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The West Endowment
EIN
76-0481204
Phone
7139619699
Address
PO BOX 491, HOUSTON, TX 77001-0491

Signing Officer

Name
William West Lloyd
Title
President
Phone
7139619699
Signed
2021-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD STE 2400, HOUSTON, TX 77056
Preparer
Jamie Sanders
Phone
7136253500
Raw XML Appendix90 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.

Path#Value
IRS990T/BalanceDueAmt04750
IRS990T/BooksInCareOfDetail/PersonNm0THE WEST ENDOWMENT
IRS990T/BooksInCareOfDetail/PhoneNum07139619699
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 WEST LOOP SOUTH SUITE 2620
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077027
IRS990T/BookValueAssetsEOYAmt010021810
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0THE WEST ENDOWMENT'S UNRELATED BUSINESS ACTIVITY INCOME IS SOLELY THE RESULT OF INVESTMENTS IN PUBLICLY TRADED PARTNERSHIPS. THE UNRELATED BUSINESS TAXABLE INCOME (UBTI) IS FLOWING THROUGH TO THE WEST ENDOWMENT FROM THE K-1S FROM THESE INVESTMENTS. THE WEST ENDOWMENT DOES NOT OPERATE A BUSINESS AND DOES NOT DIRECTLY EARN ANY UBTI.
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum05
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0I
IRS990TScheduleA/NetOperatingLossDeductionAmt0295
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt023932
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-16
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt023916
IRS990TScheduleA/TotUnrltTrdBusIncmAmt023916
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0501(C) CORPORATION
IRS990TScheduleA/UBIBeforeNOLDedAmt023916
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt023621
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt04750
IRS990T/TaxLessCreditsAmt04750
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt04750
IRS990T/TotalTaxComputationAmt04750
IRS990T/TotalUBTIAmt022621
IRS990T/TotalUBTIBeforeNOLSpecificAmt023621
IRS990T/TotalUBTIBeforeSection199AAmt023621
IRS990T/TotalUBTIComputedAmt023621
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WEST LLOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07139619699
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WEST ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0760481204
ReturnHeader/Filer/PhoneNum07139619699
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 491
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770010491
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE SANDERS
ReturnHeader/ReturnTs02021-06-03T13:10:49-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEST LLOYD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.27$0.63$0.64
2023Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.64$0.64$0.00
2022Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.51$0.70$0.18
2021Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$0.58$0.67$0.09
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.50$0.65$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$10.2$0.00$0.65$0.64$0.01
2015Summary only. Only limited summary data is available for this year.$10.8$0.00$0.23$0.68$0.45
2014Summary only. Only limited summary data is available for this year.$11.2$0.00$0.38$0.71$0.33
2013Summary only. Only limited summary data is available for this year.$11.6$0.00$0.39$0.73$0.33
2012Summary only. Only limited summary data is available for this year.$11.9$0.00$0.42$0.72$0.30
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$0.35$0.70$0.35