Civic Intelligence

The Castle Museum

990 • Fiscal year 2021 • EIN 85-1961999

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.MARIETTACASTLE.ORG
418 4th StreetMarietta, OH 45750

(740) 373-4180

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$54,497

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$2,591,534

No earlier filing loaded for comparison.

Net Assets

$2,586,920

No earlier filing loaded for comparison.

Liabilities

$4,614

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin74th percentile

Revenue

$350,730

No earlier filing loaded for comparison.

Expenses

$244,367

No earlier filing loaded for comparison.

Net Income

$106,363

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,591,534Liabilities 2021: $4,614Net Assets 2021: $2,586,9202021Assets 2022: $2,632,965Liabilities 2022: $7,787Net Assets 2022: $2,625,1782022Assets 2023: $2,674,348Liabilities 2023: $0Net Assets 2023: $2,674,3482023Assets 2024: $2,691,683Liabilities 2024: $0Net Assets 2024: $2,691,6832024

Highlighted filing

2021

Assets$2,591,534
Liabilities$4,614
Net Assets$2,586,920
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0Revenue 2021: $350,730Expenses 2021: $244,367Net Income 2021: $106,3632021Revenue 2022: $346,986Expenses 2022: $308,728Net Income 2022: $38,2582022Revenue 2023: $337,362Expenses 2023: $305,772Net Income 2023: $31,5902023Revenue 2024: $374,119Expenses 2024: $356,592Net Income 2024: $17,5272024

Highlighted filing

2021

Revenue$350,730
Expenses$244,367
Net Income$106,363
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$352,163
Mission and Program Overview

Mission

Historical preservation and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$2,586,920-
Investments in Publicly Traded Securities-$1,801,666-
Cash and Non-Interest-Bearing Accounts-$50,958-
Total Assets$0$2,591,534▲ $2,591,534
Other Assets Total-$738,910-
Liabilities
Other Liabilities-$4,614-
Total Liabilities$0$4,614▲ $4,614
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$2,586,920▲ $2,586,920
Total Liabilities and Net Assets / Fund Balance$0$2,591,534▲ $2,591,534

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$250,000--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Scott BrittonExecutive DirectorFT$54,497$54,497
Kyle YohoEducation DirectorFT$40,305$40,305
James K CormackBuilding Grounds SupervisorFT$38,892$38,892
Wesley S ClarkeCollections DirectorPT$16,347$16,347
Phyllis a MinerCarriage House ReceptionPT$7,303$7,303
Marcie L PettyCarriage House ReceptionPT$7,004$7,004
Hattie S ClarkeCarriage House ReceptionPT$4,637$4,637

Board Members and Trustees

NameTitle
Judy PiersallBoard President
Kristen StoneBoard Vice-president
Bradley ThomasBoard Member
Carol GarozaBoard Member
Ed OsborneBoard Member
Erin OneillBoard Member
Jan PowellBoard Member
Judy CalvertBoard Member
Katie McglynnBoard Member
Lori SmithBoard Member
Lynn LoweBoard Member
Susan RauchBoard Member
Susan WielitzkaBoard Member
Joyce DitchendorfBoard Secretary
Judy SegallBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$235,643
Program Service Revenue
$0
Investment Income
$109,977
Other Revenue
$5,110
All Other Contributions
$228,622
Change in Net Assets
$106,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$181,929
Other Expenses$62,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$168,988--$168,988
Occupancy$27,507--$27,507
Payroll Taxes$12,941--$12,941
Advertising$12,573--$12,573
Insurance$8,043--$8,043
Fees for Services Management$3,931--$3,931
Office Expenses$3,001--$3,001
Fees for Services Legal$2,745--$2,745
Fees for Services Accounting$2,011--$2,011
Depreciation Depletion$945--$945
Other Expenses$851--$851
Interest$831--$831
Total Functional Expenses$244,367$0$0$244,367
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
Fit Federal Withholding$1,651
Ficamed Withholdiong Employees$1,550
Marietta Withholding$876
Oh Withholding$333
Wv Withholding$180
Sales Tax$24
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Hattie clark, carriage house reception, and wesley clark, collections director, are married.”

Form 990 governing body review Part VI line 11

“No review will be needed other than my accountants questions.”

Conflict of interest policy compliance Part VI line 12C

“There is a policy that any conflict of interest be reported to the board. Also, anything that could lead to a conflict of interest also must be reported.”

CEO executive director top management comp Part VI line 15A

“Research by a committee and subsequent vote.”

Other officer or key employee compensation Part VI line 15B

“Other employees wages are set and reviewed by the board and the director.”

Governing documents etc available to public Part VI line 19

“The 990 and other documents are made avaialble on request. Other information, ie salaries, ect are also made available. Any pertinent documents including the 990 will be made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Castle Museum
EIN
85-1961999
Address
418 4TH STREET, MARIETTA, OH 45750

Signing Officer

Name
Scott Britton
Title
Executive Direc
Phone
7405255913
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
7

Preparer

Firm
Anderson Accounting
Address
201 AYERS BLVD SUITE C, Belpre, OH 45714
Preparer
Charlene Anderson
Phone
7404237292
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Organization split from another npo and absorbed various assets upon the split.”

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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt063
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt01803
IRS990/GrantAmt01803
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0352163
IRS990/GrossRentsGrp/RealAmt01120
IRS990/GrossSalesOfInventoryAmt05423
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt08043
IRS990/InsuranceGrp/TotalAmt08043
IRS990/InterestGrp/ProgramServicesAmt0831
IRS990/InterestGrp/TotalAmt0831
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0109977
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0109977
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01801666
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05155
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HISTORICAL PRESERVATION AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt02586920
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03990
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03990
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01120
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01120
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/OccupancyGrp/ProgramServicesAmt027507
IRS990/OccupancyGrp/TotalAmt027507
IRS990/OfficeExpensesGrp/ProgramServicesAmt03001
IRS990/OfficeExpensesGrp/TotalAmt03001
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0738910
IRS990/OtherChangesInNetAssetsAmt02480557
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0851
IRS990/OtherExpensesGrp/TotalAmt0851
IRS990/OtherLiabilitiesGrp/EOYAmt04614
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt012941
IRS990/PayrollTaxesGrp/TotalAmt012941
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0106363
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01120
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0279301
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02586920
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0488910
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1250000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BUILDING
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ART WORK AND FURNISHINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01651
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3180
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4333
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FIT FEDERAL WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FICAMED WITHHOLDIONG EMPLOYEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MARIETTA WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3WV WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4OH WITHHOLDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SALES TAX
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0738910
IRS990ScheduleD/TotalLiabilityAmt04614
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HATTIE CLARK, CARRIAGE HOUSE RECEPTION, AND WESLEY CLARK, COLLECTIONS DIRECTOR, ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WILL BE NEEDED OTHER THAN MY ACCOUNTANTS QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS A POLICY THAT ANY CONFLICT OF INTEREST BE REPORTED TO THE BOARD. ALSO, ANYTHING THAT COULD LEAD TO A CONFLICT OF INTEREST ALSO MUST BE REPORTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESEARCH BY A COMMITTEE AND SUBSEQUENT VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER EMPLOYEES WAGES ARE SET AND REVIEWED BY THE BOARD AND THE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 990 AND OTHER DOCUMENTS ARE MADE AVAIALBLE ON REQUEST. OTHER INFORMATION, IE SALARIES, ECT ARE ALSO MADE AVAILABLE. ANY PERTINENT DOCUMENTS INCLUDING THE 990 WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ORGANIZATION SPLIT FROM ANOTHER NPO AND ABSORBED VARIOUS ASSETS UPON THE SPLIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt02591534
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt02591534
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0235643
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,591,534
Liabilities
$4,614
Net assets
$2,586,920
Revenue
$350,730
Expenses
$244,367
Net income
$106,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.37$0.36$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.34$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.01$2.63$0.35$0.31$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.35$0.24$0.11