Civic Intelligence

The West Inc.

990 • Fiscal year 2023 • EIN 86-0189501

May 01, 2022 to Apr 30, 2023 • Filed on Mar 11, 2024

5615 E River Road 101Tucson, AZ 85750

(520) 299-1044

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

85th percentile

40%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

80%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$720,292

Up $204,145 (+40%) from 2022

Net Assets

Up

$711,217

Up $203,537 (+40%) from 2022

Liabilities

Up

$9,075

Up $608 (+7.2%) from 2022

Revenue

Up

$486,317

Up $216,047 (+80%) from 2022

Expenses

Up

$282,780

Up $60,701 (+27%) from 2022

Net Income

Up

$203,537

Up $155,346 (+322%) from 2022

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

2023

Assets$720,292
Liabilities$9,075
Net Assets$711,217

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

2023

Revenue$486,317
Expenses$282,780
Net Income$203,537
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Mar 11, 2024
Return Version
2022v5.0
Gross Receipts
$785,334
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$140,235$380,267▲ $240,032
Inventories for Sale or Use$256,122$279,701▲ $23,579
Cash and Non-Interest-Bearing Accounts$107,217$51,654▼ $55,563
Land, Buildings, and Equipment, Net$12,573$7,584▼ $4,989
Total Assets$516,147$720,292▲ $204,145
Other Assets Total-$1,086-
Liabilities
Other Liabilities$7,556$7,885▲ $329
Deferred Revenue$660$1,190▲ $530
Accounts Payable and Accrued Expenses$251--
Total Liabilities$8,467$9,075▲ $608
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$507,680$711,217▲ $203,537
Total Net Assets Fund Balance$507,680$711,217▲ $203,537
Total Liabilities and Net Assets / Fund Balance$516,147$720,292▲ $204,145

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,584$105,543$113,127
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eileen AirdPresident
Paula ChristensonPast Preside
Virginia HarpoldSecretary
Marilyn SchubertTreasurer
Margie GradilasVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$249,078
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$237,200
All Other Contributions
$245,039
Change in Net Assets
$203,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,626
Grants and Similar Amounts Paid$110,180
Salaries, Compensation, and Employee Benefits$33,974
Total Fundraising Expense$3,153
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,180--$110,180
Occupancy$74,894$8,511$1,702$85,107
Other Salaries and Wages$27,733$3,152$630$31,515
Advertising$9,924--$9,924
Office Expenses$6,972$792$158$7,922
Information Technology$5,765$655$131$6,551
Depreciation Depletion$4,989--$4,989
Insurance$2,537$288$58$2,883
Payroll Taxes$2,164$246$49$2,459
Other Expenses$1,902$216$43$2,161
Travel$1,414$161$32$1,607
All Other Expenses$-308$-35$-7$-350
Total Functional Expenses$263,858$15,769$3,153$282,780
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SISTER JOSE WOMEN'S CENTER---$16,000
Mobile Meals of So Az---$15,000
Our Family Services---$15,000
Emerge Center Against Domestic Abus---$12,000
CHILDREN'S ADVOCACY OF SOUTHERN ARI---$9,000
Trot---$7,230
Wheels for Kids---$6,000
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$7,885
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 35% controlled entity
No
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

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

YES

Form 990, Page 6, Part VI, Line 7B

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

Form 990, Page 6, Part VI, Line 11B

The treasurer and president review the form 990 prior to submission.

Form 990, Page 6, Part VI, Line 12C

The board reviews any identified conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

Members of the organization do not receive any compensation.

Form 990, Page 6, Part VI, Line 15B

Officers and directors of the organization do not receive any compensation.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The West Inc
EIN
86-0189501
Phone
5202991044
Address
5615 E RIVER ROAD 101, TUCSON, AZ 85750

Signing Officer

Name
Marilyn Schubert
Title
Treasurer
Phone
5202991044
Signed
2024-03-11

Organization Details

Principal Officer
Marilyn Schubert
Formed
1964
Legal Domicile
Az
Voting Board Members
75
Independent Board Members
75
Employees
4
Volunteers
90

Preparer

Firm
Patrick Dooley CPA
Address
8391 E BROOKWOOD DR, TUCSON, AZ 85750-2467
Preparer
Patrick Dooley
Phone
5206038154
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0426820
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT CERTIFICATES
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IRS990ScheduleI/RecipientTable/CashGrantAmt46000
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EMERGE CENTER AGAINST DOMESTIC ABUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MOBILE MEALS OF SO AZ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2OUR FAMILY SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SISTER JOSE WOMEN'S CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WHEELS FOR KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5TROT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6CHILDREN'S ADVOCACY OF SOUTHERN ARI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS SUBJECT TO APPROVAL OF MEMBERS FOR ALL NON-BUDGETED EXPENDITURES OVER 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER AND PRESIDENT REVIEW THE FORM 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS ANY IDENTIFIED CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS OF THE ORGANIZATION DO NOT RECEIVE ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICERS AND DIRECTORS OF THE ORGANIZATION DO NOT RECEIVE ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0249078
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03153
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015769
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263858
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0720292
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/AddressLine1Txt05615 E RIVER RD STE 101
IRS990/USAddress/CityNm0TUCSON
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085750
IRS990/VotingMembersGoverningBodyCnt075
IRS990/VotingMembersIndependentCnt075
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN SCHUBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05202991044
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WEST INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0860189501
ReturnHeader/Filer/PhoneNum05202991044
ReturnHeader/Filer/USAddress/AddressLine1Txt05615 E RIVER ROAD 101
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085750
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK DOOLEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08391 E BROOKWOOD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857502467
ReturnHeader/PreparerPersonGrp/PhoneNum05206038154
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK DOOLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-13T22:02:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAMBRIDGE
ReturnHeader/TaxPeriodBeginDt02022-05-01

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