Civic Intelligence

The Castle Museum

990 • Fiscal year 2022 • EIN 85-1961999

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 22, 2024

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.02x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-1.1%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,632,965

Up $41,431 (+1.6%) from 2021

Net Assets

Up

$2,625,178

Up $38,258 (+1.5%) from 2021

Liabilities

Up

$7,787

Up $3,173 (+69%) from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin58th percentile

Revenue

Down

$346,986

Down $3,744 (-1.1%) from 2021

Expenses

Up

$308,728

Up $64,361 (+26%) from 2021

Net Income

Down

$38,258

Down $68,105 (-64%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2022

Assets$2,632,965
Liabilities$7,787
Net Assets$2,625,178
Open 2022 Filing

Operations Trend

Revenue Growth38th percentile

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

2022

Revenue$346,986
Expenses$308,728
Net Income$38,258
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 22, 2024
Return Version
2022v5.0
Gross Receipts
$346,440
Mission and Program Overview

Mission

Historical preservation and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,586,920$2,625,178▲ $38,258
Investments in Publicly Traded Securities$1,801,666$1,818,407▲ $16,741
Cash and Non-Interest-Bearing Accounts$50,958$37,458▼ $13,500
Total Assets$2,591,534$2,632,965▲ $41,431
Other Assets Total$738,910$777,100▲ $38,190
Liabilities
Other Liabilities$4,614$7,787▲ $3,173
Total Liabilities$4,614$7,787▲ $3,173
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,586,920$2,625,178▲ $38,258
Total Liabilities and Net Assets / Fund Balance$2,591,534$2,632,965▲ $41,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$250,000--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Drew TannerBoard President
Joyce DitchendorfPresident
Kristen StoneBoard Vice President
Kristen StoneBoard Vice-president
Carol GarozoBoard Member
Jean K LeeperBoard Member
Judy CalvertBoard Member
Judy PhillipsBoard Member
Linda LockhartBoard Member
Lori SmithBoard Member
Lynn LoweBoard Member
Robert WalkerBoard Member
Susan WielitzkaBoard Member
Judy SegallBoard Treasurer
Wesley S ClarkeCollections Director
Kyle YohoEducation Director
Scott BrittonExecutive Director
Kevin MccormackBuilding & Grounds Supervisor
Hattie S ClarkeCarriage House Reception
Marcie L PettyCarriage House Reception
Phyllis a MinerCarriage House Reception
Christian AustinGrounds Assistant
Carol SteinhagenSecretary
Susan RauchSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$67,059
Program Service Revenue
$0
Investment Income
$273,482
Other Revenue
$6,445
All Other Contributions
$39,962
Change in Net Assets
$38,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$210,254
Other Expenses$98,474
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$193,847--$193,847
Occupancy$28,223--$28,223
Advertising$25,943--$25,943
Fees for Services Management$19,819--$19,819
Payroll Taxes$16,407--$16,407
Insurance$13,293--$13,293
Office Expenses$4,118--$4,118
Depreciation Depletion$2,630--$2,630
Fees for Services Accounting$2,400--$2,400
Other Expenses$119--$119
Total Functional Expenses$308,728$0$0$308,728
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
Ficamed Withholdiong Employees$3,749
Fit Federal Withholding$2,329
Marietta Withholding$1,001
Oh Withholding$433
Wv Withholding$256
Sales Tax$19
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
2024-01-22
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
8

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/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12EDUCATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GROUNDS ASSISTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt14BUILDING & GROUNDS SUPERVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16COLLECTIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CARRIAGE HOUSE RECEPTION
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CARRIAGE HOUSE RECEPTION
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt22CARRIAGE HOUSE RECEPTION
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY
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IRS990/FundraisingActivitiesInd0false
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IRS990/GrossSalesOfInventoryAmt03624
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0273482
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IRS990/LegalDomicileStateCd0OH
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IRS990/LobbyingActivitiesInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HISTORICAL PRESERVATION AND EDUCATION.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt02625178
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04170
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04170
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02275
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IRS990/NondeductibleContriDisclInd0true
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IRS990/OfficeExpensesGrp/TotalAmt04118
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0777100
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc1TRAVEL HOTEL
IRS990/OtherExpensesGrp/Desc2WEBSITE
IRS990/OtherExpensesGrp/Desc3SMALL CAP ITEMS
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IRS990/OtherExpensesGrp/ProgramServicesAmt1423
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt016407
IRS990/PayrollTaxesGrp/TotalAmt016407
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02625178
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt038190
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1488910
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2250000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PORCH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BUILDING
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ART WORK AND FURNISHINGS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3256
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4433
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt519
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/TotalBookValueOtherAssetsAmt0777100
IRS990ScheduleD/TotalLiabilityAmt07787
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.

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,632,965
Liabilities
$7,787
Net assets
$2,625,178
Revenue
$346,986
Expenses
$308,728
Net income
$38,258
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