Civic Intelligence

The West Inc.

990 • Fiscal year 2017 • EIN 86-0189501

May 01, 2016 to Apr 30, 2017 • Filed on Mar 08, 2018

5615 E River RoadTucson, AZ 85750

(520) 299-1044

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-8.8%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$427,407

Up $16,820 (+4.1%) from 2016

Net Assets

Up

$411,494

Up $15,465 (+3.9%) from 2016

Liabilities

Up

$15,913

Up $1,355 (+9.3%) from 2016

Revenue

Down

$223,023

Down $21,486 (-8.8%) from 2016

Expenses

Down

$207,558

Down $9,802 (-4.5%) from 2016

Net Income

Down

$15,465

Down $11,684 (-43%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $362,177Liabilities 2012: $6,152Net Assets 2012: $356,0252012Assets 2013: $358,907Liabilities 2013: $7,337Net Assets 2013: $351,5702013Assets 2014: $374,697Liabilities 2014: $7,777Net Assets 2014: $366,9202014Assets 2015: $377,710Liabilities 2015: $10,732Net Assets 2015: $366,9782015Assets 2016: $410,587Liabilities 2016: $14,558Net Assets 2016: $396,0292016Assets 2017: $427,407Liabilities 2017: $15,913Net Assets 2017: $411,4942017Assets 2018: $469,308Liabilities 2018: $21,329Net Assets 2018: $447,9792018Assets 2019: $481,170Liabilities 2019: $21,383Net Assets 2019: $459,7872019Assets 2020: $452,132Liabilities 2020: $11,137Net Assets 2020: $440,9952020Assets 2021: $471,060Liabilities 2021: $11,571Net Assets 2021: $459,4892021Assets 2022: $516,147Liabilities 2022: $8,467Net Assets 2022: $507,6802022Assets 2023: $720,292Liabilities 2023: $9,075Net Assets 2023: $711,2172023Assets 2024: $715,528Liabilities 2024: $13,606Net Assets 2024: $701,9222024Assets 2025: $700,857Liabilities 2025: $6,994Net Assets 2025: $693,8632025

Highlighted filing

2017

Assets$427,407
Liabilities$15,913
Net Assets$411,494

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $231,505Expenses 2012: $237,958Net Income 2012: -$6,4532012Revenue 2013: $219,285Expenses 2013: $223,740Net Income 2013: -$4,4552013Revenue 2014: $226,556Expenses 2014: $211,206Net Income 2014: $15,3502014Revenue 2015: $222,383Expenses 2015: $222,195Net Income 2015: $1882015Revenue 2016: $244,509Expenses 2016: $217,360Net Income 2016: $27,1492016Revenue 2017: $223,023Expenses 2017: $207,558Net Income 2017: $15,4652017Revenue 2018: $245,828Expenses 2018: $209,503Net Income 2018: $36,3252018Revenue 2019: $229,361Expenses 2019: $217,553Net Income 2019: $11,8082019Revenue 2020: $194,292Expenses 2020: $213,084Net Income 2020: -$18,7922020Revenue 2021: $181,138Expenses 2021: $162,644Net Income 2021: $18,4942021Revenue 2022: $270,270Expenses 2022: $222,079Net Income 2022: $48,1912022Revenue 2023: $486,317Expenses 2023: $282,780Net Income 2023: $203,5372023Revenue 2024: $268,238Expenses 2024: $277,533Net Income 2024: -$9,2952024Revenue 2025: $233,543Expenses 2025: $236,676Net Income 2025: -$3,1332025

Highlighted filing

2017

Revenue$223,023
Expenses$207,558
Net Income$15,465
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 8, 2018
Return Version
2016v3.0
Gross Receipts
$469,306
Mission and Program Overview

Mission

Profits from the retail store, the west, are donated to qualifying exempt organizations under section 501(c)(3) of the irc.

Profits from the retail store --the west--are donated to qualifying exempt organizations under section 501(c)(3) of the irc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$251,129$238,683▼ $12,446
Savings and Temporary Cash Investments$100,347$100,347→ $0
Cash and Non-Interest-Bearing Accounts$52,349$84,820▲ $32,471
Land, Buildings, and Equipment, Net$3,557$3,557→ $0
Prepaid Expenses and Deferred Charges$3,205--
Total Assets$410,587$427,407▲ $16,820
Liabilities
Accounts Payable and Accrued Expenses$4,707$5,649▲ $942
Other Liabilities$5,396$5,645▲ $249
Deferred Revenue$4,455$4,619▲ $164
Total Liabilities$14,558$15,913▲ $1,355
Net Assets / Fund Balance
Unrestricted Net Assets$396,029$411,494▲ $15,465
Total Net Assets Fund Balance$396,029$411,494▲ $15,465
Total Liabilities and Net Assets / Fund Balance$410,587$427,407▲ $16,820

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,557$78,962$82,519
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sue Ann ParsonPresident
Linda MowbrayVice President
Donna HostetlerSecretary
Peggy CambridgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,402
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$211,621
All Other Contributions
$7,461
Change in Net Assets
$15,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,256
Grants and Similar Amounts Paid$60,000
Salaries, Compensation, and Employee Benefits$25,302
Total Fundraising Expense$2,724
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$73,032$7,385$1,641$82,058
Grants to Domestic Orgs$60,000--$60,000
Other Salaries and Wages$19,773$1,999$444$22,216
All Other Expenses$9,909$1,002$223$11,134
Advertising$7,570--$7,570
Insurance$4,276$432$96$4,804
Payroll Taxes$2,746$278$62$3,086
Fees for Services Accounting$712$72$16$800
Other Expenses$511$532$118$511
Total Functional Expenses$192,578$12,256$2,724$207,558
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Emerge Center Against Domestic AbusTucson, AZ--$10,000
Sister Jose Womens CenterTucson, AZ--$8,500
Mobile MealsTucson, AZ--$8,000
AvivaTucson, AZ--$7,000
Native American Advancement FoundatTucson, AZ--$7,000
Erike Hite FoundationTucson, AZ--$5,000
Miracle SquareTucson, AZ--$5,000
Blessing in a BackpackTucson, AZ--$3,500
TVLC Weekend Blessing Bag MinistryTucson, AZ--$3,500
The Shyann Kindness ProjectTucson, AZ--$2,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Certificates$4,619
Payroll Liabilities$1,026
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Members

Member election for additional members Part VI line 7A

Yes

Governing body decisions Part VI line 7B

Decisions subject to approval of members all non-budgeted expenditures over $10,000.

Form 990 governing body review Part VI line 11

Organizations process to review form 990 Treasurer and President review form 990.

Conflict of interest policy compliance Part VI line 12C

Enforcement of conflicts policy the board reviews conflicts of interest.

CEO executive director top management comp Part VI line 15A

Compensation process for top official The West Incs Officials receive no pay.

Other officer or key employee compensation Part VI line 15B

Compensation process for officers of The West Incs Officials receive no pay.

Governing documents etc available to public Part VI line 19

Governing documents disclosure explanation documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The West Inc
EIN
86-0189501
Address
5615 E River Road, Tucson, AZ 85750

Signing Officer

Name
Margaret Cambridge
Title
Treasurer
Phone
5202991044
Signed
2018-03-08
Discuss with paid preparer
No

Organization Details

Formed
1964
Legal Domicile
Az
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
18

Preparer

Firm
Ana Nygren
Address
5448 N Crescent Hill Place, Tucson, AZ 85718
Preparer
Ana Nygren
Phone
5205771196
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0503293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0509648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0504880
IRS990ScheduleA/Total509Grp/TotalAmt02499363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0469306
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0505029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02499693
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03557
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078962
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04619
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Gift Certificates
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Liabilities
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03557
IRS990ScheduleD/TotalLiabilityAmt05645
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt23500
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
IRS990ScheduleI/RecipientTable/CashGrantAmt58000
IRS990ScheduleI/RecipientTable/CashGrantAmt67000
IRS990ScheduleI/RecipientTable/CashGrantAmt72500
IRS990ScheduleI/RecipientTable/CashGrantAmt88500
IRS990ScheduleI/RecipientTable/CashGrantAmt93500
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Erike Hite Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AVIVA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Blessing in a Backpack
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Emerge Center Against Domestic Abus
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Miracle Square
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Mobile Meals
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Native American Advancement Foundat
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7The Shyann Kindness Project
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8Sister Jose Womens Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9TVLC Weekend Blessing Bag Ministry
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09420 E Golf Links Rd 265
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1153 S Plumer Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21411 E Dennis Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32545 E Adams St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42601 N Oracle Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt54803 E 5th Ave Ste 209
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 64877
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt79122 Tanque Verde 105
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt818 W 18th Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt98625 E Tanque Verde Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Tucson
IRS990ScheduleI/RecipientTable/USAddress/CityNm9Tucson
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085730
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd185719
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd885701
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Organization applications reviewed by granting committee.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions subject to approval of members all non-budgeted expenditures over $10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organizations process to review form 990 Treasurer and President review form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Enforcement of conflicts policy the board reviews conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation process for top official The West Incs Officials receive no pay.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Compensation process for officers of The West Incs Officials receive no pay.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Governing documents disclosure explanation documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0410587
IRS990/TotalAssetsEOYAmt0427407
IRS990/TotalAssetsGrp/BOYAmt0410587
IRS990/TotalAssetsGrp/EOYAmt0427407
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011402
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02724
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012256
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192578
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207558
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014558
IRS990/TotalLiabilitiesEOYAmt015913
IRS990/TotalLiabilitiesGrp/BOYAmt014558
IRS990/TotalLiabilitiesGrp/EOYAmt015913
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0396029
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0411494
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0192578
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0211621
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0223023
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0410587
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0427407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.01$0.07$6.94$2.34$2.37$0.03
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.14$7.02$2.68$2.78$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.20$0.09$7.11$4.86$2.83$2.04
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.08$5.08$2.70$2.22$0.48
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.12$4.59$1.81$1.63$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.11$4.41$1.94$2.13$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.21$4.60$2.29$2.18$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.69$0.21$4.48$2.46$2.10$0.36
2017Detailed filing. Detailed filing data is available for this year.$4.27$0.16$4.11$2.23$2.08$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.15$3.96$2.45$2.17$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.78$0.11$3.67$2.22$2.22$0.00
2014Summary only. Only limited summary data is available for this year.$3.75$0.08$3.67$2.27$2.11$0.15
2013Summary only. Only limited summary data is available for this year.$3.59$0.07$3.52$2.19$2.24$0.04
2012Summary only. Only limited summary data is available for this year.$3.62$0.06$3.56$2.32$2.38$0.06