Castle Foundation Inc.

990PF • Fiscal year 2020 • EIN 95-4827391

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization Profile

72750 Country Club Dr 236Rancho Mirage, CA 92270

(760) 776-4321

Siviq Scores

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

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

-59%

Higher net margin than 11% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

-2.0%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

10%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets38th percentile

Assets

Down

$778,136

Down $15,510 (-2.0%) from 2019

Net Assets

Down

$778,136

Down $15,510 (-2.0%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin11th percentile

Revenue

$26,084

Up $2,377 (+10%) from 2019

Expenses

$41,594

Up $34,232 (+465%) from 2019

Net Income

Down

-$15,510

Down $31,855 (-195%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

Highlighted filing

2020

Assets$778,136

Liabilities$0

Net Assets$778,136

Open 2020 Filing

Operations Trend

Revenue Growth68th percentile

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

Highlighted filing

2020

Revenue$26,084

Expenses$41,594

Net Income-$15,510

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Oct 28, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DOROTHY P CASTLE	CEO	-	$0	-	-
PATRICIA L BAMFORD	Secretary	-	$0	-	-
JENNIFER HAAS	CFO	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Castle Foundation
EIN: 95-4827391
Address: 72750 COUNTRY CLUB DR 236, RANCHO MIRAGE, CA 92270

Signing Officer

Name: Dorothy P Castle
Title: CEO
Signed: 2021-10-28
Discuss with paid preparer: Yes

Preparer

Firm: Eric W Martin CPA
Address: 74-000 Country Club Dr Ste H-2, Palm Desert, CA 92260
Preparer: Eric W Martin
Phone: 7607764321

Raw XML Appendix303 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	6000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	200038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	182981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	100159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	99581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	185871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	194124
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	100658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	100856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	191373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	DOUBLELINE TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	PIMCO INCOME FUND INST CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	DOUBLELINE LOW DURATION BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	FPA NEW INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	VANGUARD SHORT-TERM INV TREAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PRESIDENT'S CIRCLE/SILVER ANNUAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	IN SUPPORT OF LOCAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	IN FURTHERANCE OF ORGANIZATION'S WORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	MCCALLUM THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	RANCHO MIRAGE PUBLIC LIBRARY FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	THE LIVING DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	73000 FRED WARING DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	71-100 HIGHWAY 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	47900 PORTOLA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92260
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	35000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	16
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	34984
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	38776
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	35000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	38760
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	34984
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	75
TaxesSchedule/TaxesDetail/Amt	0	20
TaxesSchedule/TaxesDetail/Amt	1	499
TaxesSchedule/TaxesDetail/CategoryTxt	0	CALIFORNIA TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	499
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DOROTHY P CASTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE CASTLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CAST
ReturnHeader/Filer/EIN	0	954827391
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	72750 COUNTRY CLUB DR 236
ReturnHeader/Filer/USAddress/CityNm	0	RANCHO MIRAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92270
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	274589892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Eric W Martin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	74-000 Country Club Dr Ste H-2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92260
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7607764321
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Eric W Martin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2021-10-28T06:30:53-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DOROTHY P
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	CASTLE
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $778,136
Liabilities: $0
Net assets: $778,136
Revenue: $26,084
Expenses: $41,594
Net income: -$15,510

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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