Civic Intelligence

Castle Foundation Inc.

990PF • Fiscal year 2014 • EIN 95-4827391

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 03, 2016

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

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

56th percentile

2.9%

Faster asset growth than 56% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

412%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$730,444

Up $20,285 (+2.9%) from 2013

Net Assets

Up

$730,444

Up $20,285 (+2.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$35,105

Up $28,254 (+412%) from 2013

Expenses

Up

$14,820

Up $13,576 (+1091%) from 2013

Net Income

Up

$20,285

Up $14,678 (+262%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$730,444
Liabilities$0
Net Assets$730,444

Operations Trend

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

2014

Revenue$35,105
Expenses$14,820
Net Income$20,285
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 3, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CastleSecretary-$0--
Dorothy CastlePresident-$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
President
Signed
2016-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Wayland & Vukadinovich LLP
Address
1097 Aviation Blvd, Hermosa Beach, CA 90254
Preparer
Gary Wayland
Phone
3103760455
Raw XML Appendix208 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James Castle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Dorothy Castle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0621 13th St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1621 13th St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Manhattan Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Manhattan Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190266
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05224 Duncraig Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Edina
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055436
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James Castle
IRS990PF/StatementsRegardingActyGrp/PhoneNum03103760455
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Edina Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To further the mission of organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Edina Education Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Groves Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05701 Normandale Road 336
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt147-518 Van Buren St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Edina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Indio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04820
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04820
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Castle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-03
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayland & Vukadinovich LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01097 Aviation Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hermosa Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090254
ReturnHeader/PreparerPersonGrp/PhoneNum03103760455
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Wayland
ReturnHeader/ReturnTs02016-03-03T12:16:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $500k-$1M nonprofits