Civic Intelligence

Heritage Castle Museum

EIN 46-5737489 • 501(c)3 • Redondo Beach, CA

Profile

The organization will tell the history of the palos verdes peninsula in california. It plans to carry out this function in the setting of a museum.

208 Yacht Club DriveRedondo Beach, CA 90277

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

529%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,939,058

Up $169,142 (+9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,939,058

Up $169,142 (+9.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$166,830

Up $140,328 (+529%) from 2023

Expenses

Down

$18,085

Down $131,065 (-88%) from 2023

Net Income

Up

$148,745

Up $271,393 (+221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $997,095Liabilities 2015: $0Net Assets 2015: $997,0952015Assets 2016: $998,720Liabilities 2016: $0Net Assets 2016: $998,7202016Assets 2017: $2,015,132Liabilities 2017: $0Net Assets 2017: $2,015,1322017Assets 2018: $1,904,426Liabilities 2018: $0Net Assets 2018: $1,904,4262018Assets 2019: $2,029,626Liabilities 2019: $02019Assets 2020: $2,081,490Liabilities 2020: $0Net Assets 2020: $2,081,4902020Assets 2021: $2,140,803Liabilities 2021: $0Net Assets 2021: $2,140,8032021Assets 2022: $1,719,097Liabilities 2022: $0Net Assets 2022: $1,719,0972022Assets 2023: $1,769,916Liabilities 2023: $0Net Assets 2023: $1,769,9162023Assets 2024: $1,939,058Liabilities 2024: $0Net Assets 2024: $1,939,0582024

Highlighted filing

2024

Assets$1,939,058
Liabilities$0
Net Assets$1,939,058
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $2,569Expenses 2014: $2,569Net Income 2014: $02014Revenue 2015: $1,001,761Expenses 2015: $4,666Net Income 2015: $997,0952015Revenue 2016: $4,315Expenses 2016: $2,690Net Income 2016: $1,6252016Revenue 2017: $1,012,787Expenses 2017: $1,229Net Income 2017: $1,011,5582017Revenue 2018: $9,513Expenses 2018: $20,674Net Income 2018: -$11,1612018Revenue 2019: $80,944Expenses 2019: $150,638Net Income 2019: -$69,6942019Revenue 2020: $70,574Expenses 2020: $71,759Net Income 2020: -$1,1852020Revenue 2021: $149,033Expenses 2021: $95,439Net Income 2021: $53,5942021Revenue 2022: -$9,952Expenses 2022: $148,874Net Income 2022: -$158,8262022Revenue 2023: $26,502Expenses 2023: $149,150Net Income 2023: -$122,6482023Revenue 2024: $166,830Expenses 2024: $18,085Net Income 2024: $148,7452024

Highlighted filing

2024

Revenue$166,830
Expenses$18,085
Net Income$148,745
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,939,058
Liabilities
$0
Net assets
$1,939,058
Revenue
$166,830
Expenses
$18,085
Net income
$148,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.17$0.02$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.03$0.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.01$0.15$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.15$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.07$0.07$0.00
2019Summary only. Only limited summary data is available for this year.$2.03$0.00$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$1.01$0.00$1.01
2016Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

The organization will tell the history of the palos verdes peninsula in california. It plans to carry out this function in the setting of a museum.

Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE GINSBURGPresident-$0--
ALLEN GINSBURGVice President/ Secretary/ Treasurer-$0--
RYAN ASHTONDirector-$0--
VALERI BYALICKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Castle Museum
EIN
46-5737489
Phone
3109419099
Address
208 YACHT CLUB DRIVE, REDONDO BEACH, CA 90277

Signing Officer

Name
Allen Ginsburg
Title
Vice President
Phone
3109419099
Signed
2025-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Duffy Kruspodin Llp
Address
2 PARK PLAZA SUITE 525, IRVINE, CA 92614
Preparer
Christy E Woods
Phone
9495350885
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLOTTE GINSBURG
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090112
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05754
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt020300
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CA ATTORNEY GENERAL
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015397
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN GINSBURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03109419099
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE CASTLE MUSEUM
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0465737489
ReturnHeader/Filer/PhoneNum03109419099
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954244393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUFFY KRUSPODIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 PARK PLAZA SUITE 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09495350885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTY E WOODS
ReturnHeader/ReturnTs02025-08-22T21:14:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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