Civic Intelligence

Castle Foundation Inc.

990PF • Fiscal year 2016 • EIN 95-4827391

Jan 01, 2016 to Dec 31, 2016 • 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

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

2.52x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

4th percentile

-238%

Higher net margin than 4% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$2,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$830,015

Up $90,651 (+12%) from 2015

Net Assets

Up

$787,520

Up $48,156 (+6.5%) from 2015

Liabilities

Up

$42,495

Up $42,495 from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Down

$16,845

Down $14,798 (-47%) from 2015

Expenses

Up

$56,928

Up $34,205 (+151%) from 2015

Net Income

Down

-$40,083

Down $49,003 (-549%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2016

Assets$830,015
Liabilities$42,495
Net Assets$787,520
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$16,845
Expenses$56,928
Net Income-$40,083
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY CASTLEPresident-$2,000-$2,000
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 Appendix325 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE LIVING DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MCCALLUM THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2EISENHOWER MEDICAL CTR FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RANCHO MIRAGE PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt047900 PORTOLA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt173000 FRED WARING DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt239000 BOB HOPE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt371-100 HIGHWAY 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392270
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041000
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/AppliedToCurrentYearAmt039638
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052007
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01962
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt093007
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt091045
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06567
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0360
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14832
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14832
OtherIncreasesSchedule/OtherIncreasesDetail/Amt088264
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO BASIS OF SECURITIES
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt2725
TaxesSchedule/TaxesDetail/Amt3177
TaxesSchedule/TaxesDetail/CategoryTxt0CA SOS FEE
TaxesSchedule/TaxesDetail/CategoryTxt1CA ATTN GEN FEE
TaxesSchedule/TaxesDetail/CategoryTxt2US EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3CA FORM 199 FILING FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0725
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/AtSubmissionCreationDeviceId0FD35D3361013BECD5074789C6704DD616CC57F25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01AD1FA0F6F38F4B6A63727EE2603EA0DA82E57D9
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/ReturnTs02018-11-15T16:55:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$830,015
Liabilities
$42,495
Net assets
$787,520
Revenue
$16,845
Expenses
$56,928
Net income
-$40,083
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
2016Detailed filing. Detailed filing data is available for this year.$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