Civic Intelligence

Castle Cares Foundations Inc

990PF • Fiscal year 2020 • EIN 85-2018446

Sep 10, 2020 to Dec 31, 2020 • Filed on Jul 30, 2021

Refreshing map…

13050 W Cleveland AveNew Berlin, WI 53151

(262) 977-7781

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$717

No earlier filing loaded for comparison.

Net Assets

$717

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$6,527

No earlier filing loaded for comparison.

Expenses

$5,810

No earlier filing loaded for comparison.

Net Income

$717

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2020: $717Liabilities 2020: $0Net Assets 2020: $7172020Assets 2021: $23,084Liabilities 2021: $0Net Assets 2021: $23,0842021Assets 2023: $35,737Liabilities 2023: $304Net Assets 2023: $35,4332023Assets 2024: $39,519Liabilities 2024: $0Net Assets 2024: $39,5192024

Highlighted filing

2020

Assets$717
Liabilities$0
Net Assets$717

Operations Trend

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

$30K$20K$10K$0Revenue 2020: $6,527Expenses 2020: $5,810Net Income 2020: $7172020Revenue 2021: $26,587Expenses 2021: $4,220Net Income 2021: $22,3672021Revenue 2023: $26,846Expenses 2023: $24,655Net Income 2023: $2,1912023Revenue 2024: $27,975Expenses 2024: $23,889Net Income 2024: $4,0862024

Highlighted filing

2020

Revenue$6,527
Expenses$5,810
Net Income$717
Jump To
Filing Snapshot
Filing Period
Sep 10, 2020 to Dec 31, 2020
Signed
Jul 30, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John CrottyTreasurer-$0--
Kevin KieferPresident-$0--
Shannon BakalarsSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Castle Cares Foundation Inc
EIN
85-2018446
Phone
2629777781
Address
13050 W Cleveland Ave, New Berlin, WI 53151

Signing Officer

Name
Kevin Kiefer
Title
President
Signed
2021-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
1321 Murfreesboro Pike Ste 610, Nashville, TN 37217
Preparer
William G McRay
Phone
6153619445
Raw XML Appendix197 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Shannon Bakalars
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05810
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05810
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05810
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0Not at this time.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The management and administrative costs incurred to operate the foundation, directly support, and are necessary to carry out the charitable programs and activities conducted by the foundation.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0In 2020 the organization laid the groundwork to launch its programs in a future tax year.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05810
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Kiefer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Castle Cares Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0852018446
ReturnHeader/Filer/PhoneNum02629777781
ReturnHeader/Filer/USAddress/AddressLine1Txt013050 W Cleveland Ave
ReturnHeader/Filer/USAddress/CityNm0New Berlin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01321 Murfreesboro Pike Ste 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037217
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G McRay
ReturnHeader/ReturnTs02021-07-30T01:40:03-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kevin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kiefer
ReturnHeader/TaxPeriodBeginDt02020-09-10
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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