Civic Intelligence

West Charitable Trust Uad 1-10-19

990PF • Fiscal year 2022 • EIN 83-3092521

Jan 01, 2022 to Dec 31, 2022 • Filed on May 06, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

3rd percentile

-309%

Higher net margin than 3% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.2%

Faster asset growth than 22% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

284%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,527,806

Down $757,524 (-8.2%) from 2021

Net Assets

$8,527,806

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Up

$245,487

Up $181,629 (+284%) from 2021

Expenses

Up

$1,003,011

Up $327,882 (+49%) from 2021

Net Income

Down

-$757,524

Down $146,253 (-24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$8,527,806
Liabilities$0
Net Assets$8,527,806
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$245,487
Expenses$1,003,011
Net Income-$757,524
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd 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
2023-05-06
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 Appendix283 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carolyn S West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mildred G Unfried
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1222 Montgomery Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2282 Washington Street
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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/AppliedToCurrentYearAmt0497210
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0264354
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0497210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0239786
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0239786
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01001350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0239786
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0239786
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0264354
TaxesSchedule/TaxesDetail/Amt0761
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn S West
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-06
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/ReturnTs02023-05-06T14:34:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carolyn S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0West
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,527,806
Liabilities
$0
Net assets
$8,527,806
Revenue
$245,487
Expenses
$1,003,011
Net income
-$757,524
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
2022Detailed filing. Detailed filing data is available for this year.$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