Civic Intelligence

West Charitable Trust Uad 1-10-19

990PF • Fiscal year 2020 • EIN 83-3092521

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
65 Kenyon StreetHartford, CT 06105

(860) 523-1039

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

98th percentile

229%

Faster asset growth than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

144%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,896,601

Up $6,888,952 (+229%) from 2019

Net Assets

$9,896,601

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin98th percentile

Revenue

Up

$7,357,823

Up $4,348,174 (+144%) from 2019

Expenses

Up

$53,627

Up $51,627 (+2581%) from 2019

Net Income

Up

$7,304,196

Up $4,296,547 (+143%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$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

2020

Assets$9,896,601
Liabilities$0
Net Assets$9,896,601
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$7,357,823
Expenses$53,627
Net Income$7,304,196
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn S WestTrusteePT$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
2021-05-11
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 Appendix325 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01350
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0198779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1571780
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Vanguard Emerging Markets Index ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Invesco QQQ Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Vanguard World - Information ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Vanguard 500 Index ADM
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt055070
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt09402
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09402
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0848
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0848
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-17246
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0593
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07357823
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01941
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9917
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02394.05 sh Vanguard Energy Index ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200 sh Marathon Oil Corp,.
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6132
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07304196
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0415244
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03007649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09896601
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03058860
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0121358
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0398459
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07969179
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carolyn S West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt065 Kenyon Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Hartford
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Carolyn S West Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum08605231039
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Conn Childrens Medical Centr Founda
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0282 Washington Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Hartford
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt033903
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0397607
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051941
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0379569
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033903
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0William M West 2017 Trust 92217
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1William M West 2017 Trust 92217
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2William M West 2017 Trust 92217
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Inherited IRA William M West Tr
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Inherited IRA William M West Tr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt065 Kenyon Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt165 Kenyon Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt265 Kenyon Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt365 Kenyon Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt465 Kenyon Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Hartford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Hartford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Hartford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Hartford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Hartford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0061052506
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1061052506
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2061052506
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd3061052506
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd4061052506
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt059902
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12095916
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21452541
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt378969
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt42502758
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum25
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt059902
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11452541
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt22502758
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0200 sh Invesco QQQ Trust200 sh Marathon Oil Corp200 sh Marathon Petroleum Corp.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13164 sh Invesco QQQ Trust2364 sh Vanguard Energy Index Fund ADM 581 sh Vanguard World Fds Informatio
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc254,503 sh Vanguard Emerging Markets Fund ADM 7,474 sh Vanguard 500 Index Fund ADM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-02-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-07-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-02-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0848
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0848
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0345415
OtherDecreasesSchedule/OtherDecreasesDetail/Amt169829
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjust basis - contributed securities to donor's cost / book
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Adjust basis - depreciated assets to FMV - contribution date
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Computer and software
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0418
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0836
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0William M West 2017 Trust 92217
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt065 Kenyon Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Hartford
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd006105
TaxesSchedule/TaxesDetail/Amt0193
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax - 2019
TaxesSchedule/TaxesDetail/CategoryTxt1Federal excise tax estimate - 2020
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn S West
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
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/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/ReturnTs02021-05-11T14:39:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carolyn S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0West
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,896,601
Liabilities
$0
Net assets
$9,896,601
Revenue
$7,357,823
Expenses
$53,627
Net income
$7,304,196
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $5M-$10M nonprofits