Civic Intelligence

Castanea Foundation Inc.

990PF • Fiscal year 2024 • EIN 20-2727759

Apr 01, 2023 to Mar 31, 2024 • Filed on Feb 17, 2025

Organization Profile
PO Box 64Montpelier, VT 05601

(978) 257-1826

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.10x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

44th percentile

2.4%

Faster asset growth than 44% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1785%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$5,562,102

Up $130,519 (+2.4%) from 2023

Net Assets

Up

$5,543,852

Up $131,612 (+2.4%) from 2023

Liabilities

Down

$18,250

Down $1,093 (-5.7%) from 2023

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin93rd percentile

Revenue

Up

$187,364

Up $177,426 (+1785%) from 2023

Expenses

Down

$55,752

Down $793,057 (-93%) from 2023

Net Income

Up

$131,612

Up $970,483 (+116%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2012: $7,575,774Liabilities 2012: $524,7142012Assets 2013: $8,448,129Liabilities 2013: $361,8922013Assets 2014: $9,536,110Liabilities 2014: $114,4552014Assets 2015: $9,467,726Liabilities 2015: $75,1222015Assets 2016: $10,299,233Liabilities 2016: $270,0132016Assets 2019: $7,299,441Liabilities 2019: $145,779Net Assets 2019: $7,153,6622019Assets 2020: $6,878,515Liabilities 2020: $3,275Net Assets 2020: $6,875,2402020Assets 2021: $6,741,146Liabilities 2021: $1,940Net Assets 2021: $6,739,2062021Assets 2022: $6,264,581Liabilities 2022: $13,650Net Assets 2022: $6,250,9312022Assets 2023: $5,431,583Liabilities 2023: $19,343Net Assets 2023: $5,412,2402023Assets 2024: $5,562,102Liabilities 2024: $18,250Net Assets 2024: $5,543,8522024Assets 2025: $5,652,631Liabilities 2025: $16,000Net Assets 2025: $5,636,6312025

Highlighted filing

2024

Assets$5,562,102
Liabilities$18,250
Net Assets$5,543,852
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,091,597Expenses 2012: $863,873Net Income 2012: $1,227,7242012Revenue 2013: $2,029,445Expenses 2013: $1,007,986Net Income 2013: $1,021,4592013Revenue 2014: $2,171,621Expenses 2014: $836,203Net Income 2014: $1,335,4182014Revenue 2015: $573,042Expenses 2015: $602,093Net Income 2015: -$29,0512015Revenue 2016: $1,237,053Expenses 2016: $600,437Net Income 2016: $636,6162016Revenue 2019: -$142,952Expenses 2019: $549,331Net Income 2019: -$692,2832019Revenue 2020: $91,601Expenses 2020: $370,023Net Income 2020: -$278,4222020Revenue 2021: -$83,951Expenses 2021: $137,223Net Income 2021: -$221,1742021Revenue 2022: -$75,698Expenses 2022: $405,456Net Income 2022: -$481,1542022Revenue 2023: $9,938Expenses 2023: $848,809Net Income 2023: -$838,8712023Revenue 2024: $187,364Expenses 2024: $55,752Net Income 2024: $131,6122024Revenue 2025: $152,849Expenses 2025: $60,070Net Income 2025: $92,7792025

Highlighted filing

2024

Revenue$187,364
Expenses$55,752
Net Income$131,612
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 17, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALLACE TAPIASecretary-$0--
AUSTIN D HARTTreasurer-$0--
MEGAN CAMPPresident-$0--
Filing and Contact Details

Filer

Filer Name
Castanea Foundation Inc
EIN
20-2727759
Phone
9782571826
Address
PO BOX 64, MONTPELIER, VT 05601

Signing Officer

Name
Wallace W Tapia CPA
Title
Secretary & Authorized Tax Officer
Phone
9782571826
Signed
2025-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Eag New England LLC
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML Appendix343 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ADVISORS OF VERMONT PLLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O TRENHOLM 19 DUNBAR DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ESSEX JCT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005452
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09782571826
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CASTANEAFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CASTANEA HAS BEEN ORGANIZED AND IS OPERATED TO FURTHER CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES INCLUDING (I) RESEARCHING AND DEVELOPING SOLUTIONS TO PROTECT THE ENVIRONMENT; (II) PRESERVING, PROTECTING, AND ENHANCING LAND IN ITS NATURAL, SCENIC, HISTORIC, AGRICULTURAL, FORESTED, OR OPEN-SPACE CONDITION; (III) CONSERVING AND PROTECTING ECOLOGICALLY SIGNIFICANT LANDS BY SUPPORTING SUSTAINABLE LAND USE; (IV) EDUCATING THE PUBLIC ON THE BENEFITS OF ENVIRONMENTAL PROTECTION, CONSERVATION, AND THE PRESERVATION OF LAND AND OTHER NATURAL RESOURCES; (V) FOSTERING RURAL ECONOMIC DEVELOPMENT OPPORTUNITIES, SUPPORTING VOCATIONAL TRAINING, AND PROVIDING EMPLOYMENT TO AT-RISK WORKERS THEREBY REDUCING THE SOCIAL SERVICE BURDENS OF GOVERNMENT; AND, (VI) INVESTING IN OR MAKING GRANTS TO ENTERPRISES THAT FURTHER ONE OR MORE OF THE FOREGOING TAX-EXEMPT PURPOSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt037412
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt07622
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt029115
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt038108
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07622
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0565338
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt196105
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2720604
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt362008
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt474015
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt66000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt71968
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt837536
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PRI: INVESTMENT IN LLC - THE CELLARS AT JASPER HILL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PRI: INVESTMENT IN FLEXIBLE CAPITAL FUND - VSJF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PRI: INVESTMENT IN LOW-PROFIT LLC - TAPROOT CAPITAL FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3PRI: 3% MORTGAGE RECEIVABLE - UNRELATED INDIVIDUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4PRI: 3.5% NOTE RECEIVABLE - UNRELATED INDIVIDUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5PRI: 1% NOTE RECEIVABLE - VCLF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6PRI: 1.25% NOTE RECEIVABLE - VCLF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7ACCRUED INTEREST & PREFERRED DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8PRI: NOTE RECEIVABLE - JONESLAN FARM
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0561289
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt190838
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2751437
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt348178
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt446551
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt51060
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt631587
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0561289
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt190838
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2751437
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt348178
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt446551
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt51060
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt631587
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01197
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01197
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02394
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-19319
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INCOME/(LOSS) FROM PRI'S
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-10317
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-19319
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLACE W TAPIA CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY & AUTHORIZED TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782571826
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTANEA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0202727759
ReturnHeader/Filer/PhoneNum09782571826
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64
ReturnHeader/Filer/USAddress/CityNm0MONTPELIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992277914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EAG NEW ENGLAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BORGONZI
ReturnHeader/ReturnTs02025-02-17T14:39:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,562,102
Liabilities
$18,250
Net assets
$5,543,852
Revenue
$187,364
Expenses
$55,752
Net income
$131,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.65$0.02$5.64$0.15$0.06$0.09
2024Detailed filing. Detailed filing data is available for this year.$5.56$0.02$5.54$0.19$0.06$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.02$5.41$0.01$0.85$0.84
2022Detailed filing. Detailed filing data is available for this year.$6.26$0.01$6.25$0.08$0.41$0.48
2021Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.08$0.14$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.09$0.37$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.30$0.15$7.15$0.14$0.55$0.69
2016Summary only. Only limited summary data is available for this year.$10.3$0.27$1.24$0.60$0.64
2015Summary only. Only limited summary data is available for this year.$9.47$0.08$0.57$0.60$0.03
2014Summary only. Only limited summary data is available for this year.$9.54$0.11$2.17$0.84$1.34
2013Summary only. Only limited summary data is available for this year.$8.45$0.36$2.03$1.01$1.02
2012Summary only. Only limited summary data is available for this year.$7.58$0.52$2.09$0.86$1.23