Civic Intelligence

The Castle Foundation Inc

990 • Fiscal year 2021 • EIN 20-2247601

Oct 01, 2020 to Sep 30, 2021 • Filed on Sep 23, 2023

Organization ProfileN/A
c/o Altmann Associates Inc - PO BoxStuart, FL 34995-3085

(772) 302-6287

Siviq Scores

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

Liabilities / Assets

54th percentile

0.04x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.22x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

2nd percentile

-135%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

81st percentile

$77,502

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 47.7% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$916,393

Down $187,633 (-17%) from 2020

Net Assets

Down

$880,947

Down $218,804 (-20%) from 2020

Liabilities

Up

$35,446

Up $31,171 (+729%) from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin2nd percentile

Revenue

Down

$162,608

Down $30,009 (-16%) from 2020

Expenses

Up

$381,412

Up $143,092 (+60%) from 2020

Net Income

Down

-$218,804

Down $173,101 (-379%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,273,014Liabilities 2011: $232,865Net Assets 2011: $1,040,1492011Assets 2012: $1,305,311Liabilities 2012: $225,333Net Assets 2012: $1,079,9782012Assets 2013: $1,278,047Liabilities 2013: $217,413Net Assets 2013: $1,060,6342013Assets 2014: $1,366,600Liabilities 2014: $209,088Net Assets 2014: $1,157,5122014Assets 2015: $1,607,579Liabilities 2015: $200,337Net Assets 2015: $1,407,2422015Assets 2016: $1,540,551Liabilities 2016: $191,135Net Assets 2016: $1,349,4162016Assets 2017: $1,338,149Liabilities 2017: $0Net Assets 2017: $1,338,1492017Assets 2018: $1,289,168Liabilities 2018: $0Net Assets 2018: $1,289,1682018Assets 2019: $1,060,586Liabilities 2019: $0Net Assets 2019: $1,060,5862019Assets 2020: $1,104,026Liabilities 2020: $4,275Net Assets 2020: $1,099,7512020Assets 2021: $916,393Liabilities 2021: $35,446Net Assets 2021: $880,9472021Assets 2022: $682,906Liabilities 2022: $61,506Net Assets 2022: $621,4002022

Highlighted filing

2021

Assets$916,393
Liabilities$35,446
Net Assets$880,947
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $55,994Expenses 2011: $43,505Net Income 2011: $12,4892011Revenue 2012: $78,748Expenses 2012: $38,919Net Income 2012: $39,8292012Revenue 2013: $161,027Expenses 2013: $181,318Net Income 2013: -$20,2912013Revenue 2014: $136,235Expenses 2014: $38,363Net Income 2014: $97,8722014Revenue 2015: $289,842Expenses 2015: $40,112Net Income 2015: $249,7302015Revenue 2016: $49,633Expenses 2016: $107,459Net Income 2016: -$57,8262016Revenue 2017: $26,755Expenses 2017: $38,022Net Income 2017: -$11,2672017Revenue 2018: $22,879Expenses 2018: $71,860Net Income 2018: -$48,9812018Revenue 2019: $20,678Expenses 2019: $249,260Net Income 2019: -$228,5822019Revenue 2020: $192,617Expenses 2020: $238,320Net Income 2020: -$45,7032020Revenue 2021: $162,608Expenses 2021: $381,412Net Income 2021: -$218,8042021Revenue 2022: $56,805Expenses 2022: $316,352Net Income 2022: -$259,5472022

Highlighted filing

2021

Revenue$162,608
Expenses$381,412
Net Income-$218,804
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Sep 23, 2023
Return Version
2020v4.1
Gross Receipts
$690,651
Mission and Program Overview

Mission

Support and strengthen community organizations that serve children and families on the treasure coast and okeechobee county.

To raise, hold, invest & administer funds & to make expenditures for the benefit of the Foundation's programs & services. Expenditures will support programs & (see attached continuation of description attached).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$484,929$714,231▲ $229,302
Land, Buildings, and Equipment, Net$433,033$0▼ $433,033
Savings and Temporary Cash Investments$58,481$162,011▲ $103,530
Investments in Publicly Traded Securities$67,480--
Pledges and Grants Receivable$45,828$30,174▼ $15,654
Accounts Receivable$748$8,837▲ $8,089
Prepaid Expenses and Deferred Charges-$1,140-
Total Assets$1,104,026$916,393▼ $187,633
Other Assets Total$13,527--
Liabilities
Deferred Revenue$2,000$30,174▲ $28,174
Accounts Payable and Accrued Expenses$2,275$5,272▲ $2,997
Total Liabilities$4,275$35,446▲ $31,171
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,053,923$850,773▼ $203,150
Net Assets With Donor Restrictions$45,828$30,174▼ $15,654
Total Net Assets Fund Balance$1,099,751$880,947▼ $218,804
Total Liabilities and Net Assets / Fund Balance$1,104,026$916,393▼ $187,633

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$10,457$10,457
Land$0--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Christopher RobertsonExecutive DirectorPT$77,502$77,502

Board Members and Trustees

NameTitle
Dr Stephen BlankDirector
Kurt WallachDirector
Madeleine WarnsDirector
Marilyn WallachDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$110,527
Program Service Revenue
$0
Investment Income
$52,081
Other Revenue
$0
All Other Contributions
$17,687
Change in Net Assets
$-218,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,943
Salaries, Compensation, and Employee Benefits$140,719
Grants and Similar Amounts Paid$8,750
Total Fundraising Expense$7,044
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$85,422$7,593$1,898$94,913
Current Officers, Directors, Trustees, and Key Employees$69,751$6,200$1,551$77,502
Other Salaries and Wages$45,681$4,061$1,015$50,757
Occupancy$38,004$3,378$845$42,227
Fees for Services Other$28,973$2,576$644$32,193
All Other Expenses$26,897$2,328$296$29,521
Advertising$13,312$1,479$0$14,791
Payroll Taxes$10,944$973$243$12,160
Grants to Domestic Orgs$8,750--$8,750
Office Expenses$6,811$605$152$7,568
Insurance$4,292$382$95$4,769
Depreciation Depletion$3,845$351$77$4,273
Conferences and Meetings$1,346$120$30$1,496
Other Employee Benefits$270$24$6$300
Travel$0$0$192$192
Total Functional Expenses$344,298$30,070$7,044$381,412
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Castle Foundation Inc
EIN
20-2247601
Phone
7723026287
Address
c/o Altmann Associates Inc - PO Box, Stuart, FL 34995-3085
Doing Business As
Hope Lives Foundation

Signing Officer

Name
Christopher Robertson
Title
Executive Director
Phone
7723026287
Signed
2023-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Robertson
Formed
2005
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
0

Preparer

Firm
Altmann & Associates Inc
Address
PO Box 3085, Stuart, FL 34995
Preparer
Paul Altmann
Phone
5619015422
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of Form 990 is provided to the Executive Director and made available for all to review.”

Pt VI, Line 12C

“Required to review & sign policy & disclose if conflict.”

Other

“Form 990, Page 1, Part I, Line 1: continuation of description - affiliated costs, endownments, capital projects, facility upkeep & improvement. Expenditures will align with The Foundations strategic plan & its mission of preventing child abuse.”

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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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IRS990ScheduleA/PublicSupportCY170Pct00.38650
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.28180
IRS990ScheduleA/PublicSupportTotal170Amt0164483
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025098
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164483
IRS990ScheduleA/TotalSupportAmt0425537
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0575
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0541
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01116
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010457
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010457
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of Form 990 is provided to the Executive Director and made available for all to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Required to review & sign policy & disclose if conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Page 1, Part I, Line 1: continuation of description - affiliated costs, endownments, capital projects, facility upkeep & improvement. Expenditures will align with The Foundations strategic plan & its mission of preventing child abuse.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01104026
IRS990/TotalAssetsEOYAmt0916393
IRS990/TotalAssetsGrp/BOYAmt01104026
IRS990/TotalAssetsGrp/EOYAmt0916393
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0110527
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07044
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030070
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0344298
IRS990/TotalFunctionalExpensesGrp/TotalAmt0381412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04275
IRS990/TotalLiabilitiesEOYAmt035446
IRS990/TotalLiabilitiesGrp/BOYAmt04275
IRS990/TotalLiabilitiesGrp/EOYAmt035446
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01099751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0880947
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0344298
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02262
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049819
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162608
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01104026
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0916393
IRS990/TotReportableCompRltdOrgAmt077502
IRS990/TravelGrp/FundraisingAmt0192
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt0192
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02349 SW Vale St
IRS990/USAddress/CityNm0Port Saint Lucie
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034953
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Robertson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07723026287
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Castle Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0202247601
ReturnHeader/Filer/PhoneNum07723026287
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Altmann Associates Inc - PO Box
ReturnHeader/Filer/USAddress/CityNm0Stuart
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0349953085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Altmann & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3085
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stuart
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034995
ReturnHeader/PreparerPersonGrp/PhoneNum05619015422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Altmann
ReturnHeader/ReturnTs02023-10-03T10:14:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christopher
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Robertson
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$916,393
Liabilities
$35,446
Net assets
$880,947
Revenue
$162,608
Expenses
$381,412
Net income
-$218,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.06$0.62$0.06$0.32$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.04$0.88$0.16$0.38$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.19$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.25$0.23
2018Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.02$0.07$0.05
2017Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.03$0.04$0.01
2016Summary only. Only limited summary data is available for this year.$1.54$0.19$1.35$0.05$0.11$0.06
2015Summary only. Only limited summary data is available for this year.$1.61$0.20$1.41$0.29$0.04$0.25
2014Summary only. Only limited summary data is available for this year.$1.37$0.21$1.16$0.14$0.04$0.10
2013Summary only. Only limited summary data is available for this year.$1.28$0.22$1.06$0.16$0.18$0.02
2012Summary only. Only limited summary data is available for this year.$1.31$0.23$1.08$0.08$0.04$0.04
2011Summary only. Only limited summary data is available for this year.$1.27$0.23$1.04$0.06$0.04$0.01