Civic Intelligence

Castlewood Inc

EIN 61-1384219 • 501(c)3 • Lexington, KY

Profile

Castlewood, inc. Is a nonprofit corporation organized to provide housing to low income individuals with mental health/intellectual and developmental disabilities.

1351 Newtown PikeLexington, KY 40511

www.newvista.org

Siviq Scores

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

Liabilities / Assets

96th percentile

2.37x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

100th percentile

275.94x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-2075%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

4.7%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

1.0%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$183,172

Up $8,279 (+4.7%) from 2024

Liabilities

Up

$434,323

Up $40,935 (+10%) from 2024

Net Assets

Down

-$251,151

Down $32,656 (-15%) from 2024

Revenue

Up

$1,574

Up $15 (+1.0%) from 2024

Expenses

Up

$34,230

Up $3,358 (+11%) from 2024

Net Income

Down

-$32,656

Down $3,343 (-11%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0-$200K-$400KAssets 2011: $211,954Liabilities 2011: $245,042Net Assets 2011: -$33,0882011Assets 2012: $195,087Liabilities 2012: $235,462Net Assets 2012: -$40,3752012Assets 2013: $185,908Liabilities 2013: $266,004Net Assets 2013: -$80,0962013Assets 2014: $165,386Liabilities 2014: $242,998Net Assets 2014: -$77,6122014Assets 2015: $146,179Liabilities 2015: $219,973Net Assets 2015: -$73,7942015Assets 2016: $148,914Liabilities 2016: $212,783Net Assets 2016: -$63,8692016Assets 2017: $149,153Liabilities 2017: $218,700Net Assets 2017: -$69,5472017Assets 2018: $133,555Liabilities 2018: $213,199Net Assets 2018: -$79,6442018Assets 2019: $132,425Liabilities 2019: $232,094Net Assets 2019: -$99,6692019Assets 2020: $133,062Liabilities 2020: $249,698Net Assets 2020: -$116,6362020Assets 2021: $133,238Liabilities 2021: $282,394Net Assets 2021: -$149,1562021Assets 2022: $131,657Liabilities 2022: $316,065Net Assets 2022: -$184,4082022Assets 2023: $166,597Liabilities 2023: $355,779Net Assets 2023: -$189,1822023Assets 2024: $174,893Liabilities 2024: $393,388Net Assets 2024: -$218,4952024Assets 2025: $183,172Liabilities 2025: $434,323Net Assets 2025: -$251,1512025

Highlighted filing

2025

Assets$183,172
Liabilities$434,323
Net Assets-$251,151

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $55,333Expenses 2011: $71,981Net Income 2011: -$16,6482011Revenue 2012: $54,370Expenses 2012: $61,657Net Income 2012: -$7,2872012Revenue 2013: $55,100Expenses 2013: $60,236Net Income 2013: -$5,1362013Revenue 2014: $59,275Expenses 2014: $56,791Net Income 2014: $2,4842014Revenue 2015: $64,430Expenses 2015: $60,612Net Income 2015: $3,8182015Revenue 2016: $64,729Expenses 2016: $54,804Net Income 2016: $9,9252016Revenue 2017: $59,263Expenses 2017: $64,941Net Income 2017: -$5,6782017Revenue 2018: $37,922Expenses 2018: $48,019Net Income 2018: -$10,0972018Revenue 2019: $23,060Expenses 2019: $43,085Net Income 2019: -$20,0252019Revenue 2020: $25,604Expenses 2020: $42,571Net Income 2020: -$16,9672020Revenue 2021: $9,105Expenses 2021: $41,625Net Income 2021: -$32,5202021Revenue 2022: $7Expenses 2022: $35,259Net Income 2022: -$35,2522022Revenue 2023: $32,508Expenses 2023: $37,282Net Income 2023: -$4,7742023Revenue 2024: $1,559Expenses 2024: $30,872Net Income 2024: -$29,3132024Revenue 2025: $1,574Expenses 2025: $34,230Net Income 2025: -$32,6562025

Highlighted filing

2025

Revenue$1,574
Expenses$34,230
Net Income-$32,656

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$4.34$2.51$0.02$0.34$0.33
2024Detailed filing. Detailed filing data is available for this year.$1.75$3.93$2.18$0.02$0.31$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.67$3.56$1.89$0.33$0.37$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.32$3.16$1.84$0.00$0.35$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.33$2.82$1.49$0.09$0.42$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.33$2.50$1.17$0.26$0.43$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.32$2.32$1.00$0.23$0.43$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.34$2.13$0.80$0.38$0.48$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.49$2.19$0.70$0.59$0.65$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.49$2.13$0.64$0.65$0.55$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.46$2.20$0.74$0.64$0.61$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.65$2.43$0.78$0.59$0.57$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$2.66$0.80$0.55$0.60$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$2.35$0.40$0.54$0.62$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$2.45$0.33$0.55$0.72$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$1,574
Mission and Program Overview

Mission

Castlewood, inc. Is a nonprofit corporation organized to provide housing to low income individuals with mental health/intellectual and developmental disabilities.

Program Services

DescriptionGrantsExpenses
OPERATION OF AN 8-UNIT APARTMENT PROJECT IN LEXINGTON, KENTUCKY, TO HOUSE LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.$0$29,473
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP BERGERBoard Director-$0--
KAREN WARDBoard Vice Chair-$0--
JOCK CONLEYBoard Director-$0--
HAROLD MCKINNEYBoard Director-$0--
DEE WERLINESecretary/Treasurer-$0--
MARY JUNE BRUNKERBoard Director-$0--
SUSAN STARLINGBoard Chair-$0--
Filing and Contact Details

Filer

Filer Name
Castlewood Inc
EIN
61-1384219
Phone
8592531686
Address
1351 NEWTOWN PIKE, LEXINGTON, KY 40511

Signing Officer

Name
Dana Royse
Title
President & CEO
Phone
8592531686
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Melinda L Heck
Phone
5024269660
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 1,574.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administrative expenses. Amount: 108. Description: taxes and insurance. Amount: 7,351. Total to form 990-ez, line 16: 7,459.

Form 990-ez, Part II, Line 24 - Other Assets

Description: residual receipts. Beg. Of year amount: 2,082. End of year amount: 2,124. Description: replacement reserve. Beg. Of year amount: 69,928. End of year amount: 78,137. Description: property held for disposal. Beg. Of year amount: 101,653. End of year amount: 101,653.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: current maturities of long-term debt. Beg. Of year amount: 14,130. End of year amount: 15,360. Description: accounts payable. Beg. Of year amount: 265,589. End of year amount: 320,663. Description: accrued interest. Beg. Of year amount: 976. End of year amount: 976. Description: long-term debt, less current maturities. Beg. Of year amount: 112,693. End of year amount: 97,324.

Raw XML Appendix184 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY/TREASURER
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0CASTLEWOOD, INC. IS A NONPROFIT CORPORATION ORGANIZED TO PROVIDE HOUSING TO LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 108. DESCRIPTION: TAXES AND INSURANCE. AMOUNT: 7,351. TOTAL TO FORM 990-EZ, LINE 16: 7,459.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: RESIDUAL RECEIPTS. BEG. OF YEAR AMOUNT: 2,082. END OF YEAR AMOUNT: 2,124. DESCRIPTION: REPLACEMENT RESERVE. BEG. OF YEAR AMOUNT: 69,928. END OF YEAR AMOUNT: 78,137. DESCRIPTION: PROPERTY HELD FOR DISPOSAL. BEG. OF YEAR AMOUNT: 101,653. END OF YEAR AMOUNT: 101,653.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CURRENT MATURITIES OF LONG-TERM DEBT. BEG. OF YEAR AMOUNT: 14,130. END OF YEAR AMOUNT: 15,360. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 265,589. END OF YEAR AMOUNT: 320,663. DESCRIPTION: ACCRUED INTEREST. BEG. OF YEAR AMOUNT: 976. END OF YEAR AMOUNT: 976. DESCRIPTION: LONG-TERM DEBT, LESS CURRENT MATURITIES. BEG. OF YEAR AMOUNT: 112,693. END OF YEAR AMOUNT: 97,324.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA ROYSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08592531686
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTLEWOOD INC
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0611384219
ReturnHeader/Filer/PhoneNum08592531686
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 SHELBYVILLE ROAD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402225187
ReturnHeader/PreparerPersonGrp/PhoneNum05024269660
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA L HECK
ReturnHeader/ReturnTs02025-11-13T06:50:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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