Civic Intelligence

Jason and Adriana West Foundation

EIN 82-3714566 • Cary, NC

325 Lochside DrCary, NC 27518
Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

NTEE W • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

1.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

NTEE W • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-154%

Higher net margin than 3% of similar nonprofits.

NTEE W • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE W • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-2.8%

Faster asset growth than 19% of similar nonprofits.

NTEE W • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

5.4%

Faster revenue growth than 38% of similar nonprofits.

NTEE W • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$4,885,527

Down $141,925 (-2.8%) from 2021

Liabilities

Up

$251,437

Up $122,277 (+95%) from 2021

Net Assets

Down

$4,634,090

Down $264,202 (-5.4%) from 2021

Operations
Liabilities / Revenue91st percentileNet Margin3rd percentile

Revenue

Up

$169,404

Up $8,688 (+5.4%) from 2021

Expenses

Up

$429,717

Up $15,773 (+3.8%) from 2021

Net Income

Down

-$260,313

Down $7,085 (-2.8%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $5,054,806Liabilities 2018: $0Net Assets 2018: $5,054,8062018Assets 2019: $5,180,924Liabilities 2019: $3,1002019Assets 2020: $5,156,070Liabilities 2020: $5,100Net Assets 2020: $5,150,9702020Assets 2021: $5,027,452Liabilities 2021: $129,160Net Assets 2021: $4,898,2922021Assets 2022: $4,885,527Liabilities 2022: $251,437Net Assets 2022: $4,634,0902022

Highlighted filing

2022

Assets$4,885,527
Liabilities$251,437
Net Assets$4,634,090
Open 2022 Filing

Operations Trend

Revenue Growth38th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2018: $128,900Expenses 2018: $75,205Net Income 2018: $53,6952018Revenue 2019: $131,766Expenses 2019: $8,304Net Income 2019: $123,4622019Revenue 2020: $138,912Expenses 2020: $174,254Net Income 2020: -$35,3422020Revenue 2021: $160,716Expenses 2021: $413,944Net Income 2021: -$253,2282021Revenue 2022: $169,404Expenses 2022: $429,717Net Income 2022: -$260,3132022

Highlighted filing

2022

Revenue$169,404
Expenses$429,717
Net Income-$260,313
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,885,527
Liabilities
$251,437
Net assets
$4,634,090
Revenue
$169,404
Expenses
$429,717
Net income
-$260,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.25$4.63$0.17$0.43$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.13$4.90$0.16$0.41$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.01$5.15$0.14$0.17$0.04
2019Summary only. Only limited summary data is available for this year.$5.18$0.00$0.13$0.01$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.13$0.08$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON B WESTPresident & Board Chair, T-$0--
ADRIANA T WESTVP And Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRIANGLE MATH & SCIENCE ACADEMYEDUCATIONAL, PUBLIC CHARTER SCHOOL, FUNDS FOR TEACHERS AND BUILDINGPUBLIC CHARITYCARY, NC, US$250,000
Paid GrantCURE SMASUPPORT PROGRAMS, FUNDING RESEARCH & ADVOCATES FOR THOSE IMPACTED BY SMA.PUBLIC CHARITYELK GROVE VILLAGE, IL, US$60,000
Filing and Contact Details

Filer

Filer Name
Jason and Adriana West Foundation
EIN
82-3714566
Phone
8183903773
Address
325 LOCHSIDE DR, CARY, NC 27518

Signing Officer

Name
Adriana T West
Title
Director
Phone
8183903773
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hughes Pittman & Gupton Llp
Address
1500 SUNDAY DRIVE SUITE 300, RALEIGH, NC 27607
Preparer
Cathy Tribbett
Phone
9192325900
Raw XML Appendix299 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & BOARD CHAIR, T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP AND SECRETARY
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION WILL MAKE GRANTS TO OTHER EDUCATIONAL, SCIENTIFIC AND CHARITABLE ORGANIZATIONS THAT HAVE BEEN RECOGNIZED BY THE IRS AS TAX EXEMPT UNDER CODE SECTIONS 501(C)(3), AND 509(A)(1), (2), OR (3). THE GIFTS AND GRANTS WILL BE MADE FOR (I) CAPITAL ENDOWMENT, INCLUDING EQUIPMENT PURCHASE OR CONSTRUCTION OF FACILITIES, (II) A SPECIFIC PROGRAM NEED AS PROPOSED BY THE CHARITY, OR (III) GENERAL SUPPORT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT PROGRAMS, FUNDING RESEARCH & ADVOCATES FOR THOSE IMPACTED BY SMA.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CURE SMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1925 BUSSE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELK GROVE VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0310000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0310000
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0295870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0379815
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0310000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0379815
IRS990PF/UndistributedIncomeGrp/Taxable2Amt015894
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0379815
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0295870
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0325894
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03889
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT ACTIVITY TIMING DIFFERENCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0118001
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MISCELLANEOUS FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0237208
TaxesSchedule/TaxesDetail/Amt02702
TaxesSchedule/TaxesDetail/Amt1113945
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02702
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIANA T WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08183903773
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JASON AND ADRIANA WEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JASO
ReturnHeader/Filer/EIN0823714566
ReturnHeader/Filer/PhoneNum08183903773
ReturnHeader/Filer/USAddress/AddressLine1Txt0325 LOCHSIDE DR
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027518
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561415202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES PITTMAN & GUPTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 SUNDAY DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09192325900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY TRIBBETT
ReturnHeader/ReturnTs02023-11-15T13:57:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADRIANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEST
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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