Civic Intelligence

West Charitable Trust

EIN 83-3092521 • Hartford, CT

65 Kenyon StreetHartford, CT 06105
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

9th percentile

-57%

Higher net margin than 9% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

14th percentile

-6.6%

Faster asset growth than 14% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

247%

Faster revenue growth than 95% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,944,983

Down $486,790 (-6.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$6,944,983

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue22nd percentileNet Margin9th percentile

Revenue

Up

$853,109

Up $607,119 (+247%) from 2023

Expenses

Down

$1,339,899

Down $2,124 (-0.2%) from 2023

Net Income

Up

-$486,790

Up $609,243 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2019: $3,007,649Liabilities 2019: $02019Assets 2020: $9,896,601Liabilities 2020: $0Net Assets 2020: $9,896,6012020Assets 2021: $9,285,330Liabilities 2021: $12021Assets 2022: $8,527,806Liabilities 2022: $0Net Assets 2022: $8,527,8062022Assets 2023: $7,431,773Liabilities 2023: $12023Assets 2024: $6,944,983Liabilities 2024: $0Net Assets 2024: $6,944,9832024

Highlighted filing

2024

Assets$6,944,983
Liabilities$0
Net Assets$6,944,983
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $3,009,649Expenses 2019: $2,000Net Income 2019: $3,007,6492019Revenue 2020: $7,357,823Expenses 2020: $53,627Net Income 2020: $7,304,1962020Revenue 2021: $63,858Expenses 2021: $675,129Net Income 2021: -$611,2712021Revenue 2022: $245,487Expenses 2022: $1,003,011Net Income 2022: -$757,5242022Revenue 2023: $245,990Expenses 2023: $1,342,023Net Income 2023: -$1,096,0332023Revenue 2024: $853,109Expenses 2024: $1,339,899Net Income 2024: -$486,7902024

Highlighted filing

2024

Revenue$853,109
Expenses$1,339,899
Net Income-$486,790
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,944,983
Liabilities
$0
Net assets
$6,944,983
Revenue
$853,109
Expenses
$1,339,899
Net income
-$486,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.85$1.34$0.49
2023Summary only. Only limited summary data is available for this year.$7.43$0.00$0.25$1.34$1.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.53$0.00$8.53$0.25$1.00$0.76
2021Summary only. Only limited summary data is available for this year.$9.29$0.00$0.06$0.68$0.61
2020Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$7.36$0.05$7.30
2019Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$0.00$3.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn S WestTrusteePT$0--
Mildred G UnfriedTrustee-$0--
Filing and Contact Details

Filer

Filer Name
West Charitable Trust
EIN
83-3092521
Phone
8605231039
Address
65 Kenyon Street, Hartford, CT 06105

Signing Officer

Name
Carolyn S West
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
Preparer
Adam P Cohen
Phone
8605216400
Raw XML Appendix306 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Hartford Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0282 Washington Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1222 Montgomery Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 5037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Hartford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Hartford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0333333
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01333334
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0465274
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0465274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0867439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0239786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01977020
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0869795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0867439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0239786
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01335069
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0869795
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01977020
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01107225
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0William M West 2017 Trust 92217
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt065 Kenyon Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Hartford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0061052506
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0265000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Computer expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0300
TaxesSchedule/TaxesDetail/Amt03400
TaxesSchedule/TaxesDetail/Amt1460
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0460
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn S West
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0833092521
ReturnHeader/Filer/PhoneNum08605231039
ReturnHeader/Filer/USAddress/AddressLine1Txt065 Kenyon Street
ReturnHeader/Filer/USAddress/CityNm0Hartford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061609121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adam P Cohen CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 South Main St Suite 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08605216400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam P Cohen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T09:47:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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