Civic Intelligence

Castle Foundation Inc.

990PF • Fiscal year 2017 • EIN 95-4827391

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
5224 Duncraig RdEdina, MN 55436

(612) 269-1719

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.01x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

27th percentile

-3.2%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$803,720

Down $26,295 (-3.2%) from 2016

Net Assets

Up

$803,408

Up $15,888 (+2.0%) from 2016

Liabilities

Down

$312

Down $42,183 (-99%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin95th percentile

Revenue

Up

$23,518

Up $6,673 (+40%) from 2016

Expenses

Down

$7,273

Down $49,655 (-87%) from 2016

Net Income

Up

$16,245

Up $56,328 (+141%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.0M$500K$0Assets 2010: $704,012Liabilities 2010: $0Net Assets 2010: $704,0122010Assets 2011: $694,436Liabilities 2011: $0Net Assets 2011: $694,4362011Assets 2012: $704,552Liabilities 2012: $0Net Assets 2012: $704,5522012Assets 2013: $710,159Liabilities 2013: $0Net Assets 2013: $710,1592013Assets 2014: $730,444Liabilities 2014: $0Net Assets 2014: $730,4442014Assets 2015: $739,364Liabilities 2015: $0Net Assets 2015: $739,3642015Assets 2016: $830,015Liabilities 2016: $42,495Net Assets 2016: $787,5202016Assets 2017: $803,720Liabilities 2017: $312Net Assets 2017: $803,4082017Assets 2018: $777,613Liabilities 2018: $312Net Assets 2018: $777,3012018Assets 2019: $793,646Liabilities 2019: $0Net Assets 2019: $793,6462019Assets 2020: $778,136Liabilities 2020: $0Net Assets 2020: $778,1362020Assets 2021: $751,809Liabilities 2021: $0Net Assets 2021: $751,8092021Assets 2022: $767,731Liabilities 2022: $2Net Assets 2022: $767,7292022Assets 2023: $758,097Liabilities 2023: $5,601Net Assets 2023: $752,4962023Assets 2024: $746,872Liabilities 2024: $1Net Assets 2024: $746,8712024

Highlighted filing

2017

Assets$803,720
Liabilities$312
Net Assets$803,408
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KExpenses 2010: $6,7502010Expenses 2011: $46,6832011Expenses 2012: $29,5452012Revenue 2013: $6,851Expenses 2013: $1,244Net Income 2013: $5,6072013Revenue 2014: $35,105Expenses 2014: $14,820Net Income 2014: $20,2852014Revenue 2015: $31,643Expenses 2015: $22,723Net Income 2015: $8,9202015Revenue 2016: $16,845Expenses 2016: $56,928Net Income 2016: -$40,0832016Revenue 2017: $23,518Expenses 2017: $7,273Net Income 2017: $16,2452017Revenue 2018: $22,456Expenses 2018: $48,563Net Income 2018: -$26,1072018Revenue 2019: $23,707Expenses 2019: $7,362Net Income 2019: $16,3452019Revenue 2020: $26,084Expenses 2020: $41,594Net Income 2020: -$15,5102020Revenue 2021: $17,792Expenses 2021: $44,119Net Income 2021: -$26,3272021Revenue 2022: $63,708Expenses 2022: $47,788Net Income 2022: $15,9202022Revenue 2023: $30,838Expenses 2023: $46,071Net Income 2023: -$15,2332023Revenue 2024: $33,548Expenses 2024: $39,173Net Income 2024: -$5,6252024

Highlighted filing

2017

Revenue$23,518
Expenses$7,273
Net Income$16,245
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY CASTLEPresident-$0--
JAMES CASTLECFO-$0--
Filing and Contact Details

Filer

Filer Name
The Castle Foundation
EIN
95-4827391
Phone
6122691719
Address
5224 DUNCRAIG RD, EDINA, MN 55436

Signing Officer

Name
James Castle
Title
CFO
Phone
6122691719
Signed
2018-11-15

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CENTER SUITE 2280, SAN FRANCISCO, CA 94111
Preparer
Nicholas a Sanchez
Phone
4152174900
Raw XML Appendix302 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06122691719
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt038377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt038377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011668
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013292
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051669
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0600
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0345
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0345
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0357
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04730
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1390
TaxesSchedule/TaxesDetail/Amt0592
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt02015 US EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1CA ATTN GEN REGISTRATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt2CA FTB FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0592
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CASTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06122691719
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CASTLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0954827391
ReturnHeader/Filer/PhoneNum06122691719
ReturnHeader/Filer/USAddress/AddressLine1Txt05224 DUNCRAIG RD
ReturnHeader/Filer/USAddress/CityNm0EDINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055436
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0707C1617CD59749002751B9FCFB10D24BCFE7340
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId033E6FAFFFD566DABB1F0501102EBAC711B991D4F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:53:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952036255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO EMBARCADERO CENTER SUITE 2280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04152174900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS A SANCHEZ
ReturnHeader/ReturnTs02018-11-15T16:53:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$803,720
Liabilities
$312
Net assets
$803,408
Revenue
$23,518
Expenses
$7,273
Net income
$16,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.34$0.39$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.06$7.52$0.31$0.46$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$0.64$0.48$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.52$0.00$7.52$0.18$0.44$0.26
2020Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.26$0.42$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.94$0.00$7.94$0.24$0.07$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.00$7.77$0.22$0.49$0.26
2017Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.03$0.24$0.07$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.30$0.42$7.88$0.17$0.57$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$0.32$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.35$0.15$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.07$0.01$0.06
2012Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.30
2011Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.47
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$0.00$7.04$0.07