Castleman Family Foundation

Castleman Family Foundation maintains strong asset growth with minimal liabilities and no reported officer compensation.

EIN: 205393405 · Reno, NV · NTEE: T22 · Updated: 2026-03-28

$1.8MRevenue
$13.8MAssets
85/100Mission Score (Excellent)
T22
Castleman Family Foundation Financial Summary
MetricValue
Total Revenue$1.8M
Total Expenses$674K
Program Spending85%
Net Assets$12.9M
Transparency Score85/100

Is Castleman Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Castleman Family Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Castleman Family Foundation

Castleman Family Foundation (EIN: 205393405) is a nonprofit organization based in Reno, NV, classified under NTEE code T22. The organization reported total revenue of $1.8M and total assets of $13.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Castleman Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Castleman Family Foundation is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 33.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.6M
Total Expenses$674K
Surplus / Deficit+$954K
Total Assets$12.9M
Total Liabilities$1
Net Assets$12.9M
Operating Margin58.6%
Debt-to-Asset Ratio0.0%
Months of Reserves230.6 months

Financial Health Grade: A

In 2023, Castleman Family Foundation reported a surplus of $954K with revenue exceeding expenses, holds 230.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Castleman Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 33.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023+45.0%+11.1%+25.0%
2022+44.3%+10.2%+5.1%
2021-51.9%-9.5%+0.7%
2020+57.1%+5.7%+14.5%
2019-30.5%+15.4%+4.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Castleman Family Foundation demonstrates consistent financial growth and a strong asset base, with assets reaching $13,843,101 in the latest period. The organization's revenue has fluctuated but shows an upward trend, with the latest reported revenue at $1,785,306. A notable characteristic is the consistently low expense ratio relative to revenue and assets, suggesting a focus on asset accumulation rather than immediate high program spending. For instance, in 2023, expenses were $673,649 against $1,627,960 in revenue. The foundation's spending efficiency appears high in terms of administrative overhead, as there is no reported officer compensation across all available filings, indicating a volunteer or very low-cost leadership structure. However, without a detailed breakdown of program service expenses versus other functional expenses (administrative, fundraising) from the provided data, it's challenging to fully assess the efficiency of program delivery. The low liabilities across most recent years ($1 in 2023, 2022, 2021) indicate strong financial stability and minimal debt burden. Transparency is generally good given the availability of 10 years of IRS 990 filings. The consistent reporting of zero officer compensation is a positive indicator of lean operational costs. To further enhance transparency, a more detailed public breakdown of how the expenses are allocated between program services, management and general, and fundraising would be beneficial for a complete understanding of their operational efficiency and program impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Castleman Family Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Castleman Family Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.6MTotal Revenue
$674KTotal Expenses
$12.9MTotal Assets
$1Total Liabilities
$12.9MNet Assets
  • The organization reported a surplus of $954K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the foundation operates with either entirely volunteer leadership or very minimal, uncompensated executive roles, which is highly efficient for a foundation of its size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Castleman Family Foundation's IRS 990 filings:

  • Lack of detailed program spending breakdown in public filings
  • Significant asset accumulation relative to reported expenses could indicate lower immediate charitable distribution

Strengths

The following positive indicators were identified for Castleman Family Foundation:

  • Strong and growing asset base ($13,843,101 latest assets)
  • Consistently low liabilities ($1 in recent years)
  • Zero reported officer compensation, indicating highly efficient leadership costs
  • Consistent revenue generation, with latest revenue at $1,785,306
  • Long history of IRS 990 filings, demonstrating transparency over time

Frequently Asked Questions about Castleman Family Foundation

Is Castleman Family Foundation a legitimate charity?

Castleman Family Foundation (EIN: 205393405) is a registered tax-exempt nonprofit based in Nevada. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.8M. 2 red flags identified. 5 strengths noted. Financial health grade: A.

How does Castleman Family Foundation spend its money?

Castleman Family Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Castleman Family Foundation tax-deductible?

Castleman Family Foundation is registered as a tax-exempt nonprofit (EIN: 205393405). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Castleman Family Foundation's spending goes to programs?

Castleman Family Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Castleman Family Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Castleman Family Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Castleman Family Foundation located?

Castleman Family Foundation is headquartered in Reno, Nevada and files with the IRS under EIN 205393405. It is classified under NTEE code T22.

How many years of IRS 990 filings does Castleman Family Foundation have?

Castleman Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.8M in total revenue.

What are the specific program activities funded by the Castleman Family Foundation?

The provided data does not detail specific program activities. Further investigation into their public statements or grant recipient lists would be necessary to understand their mission-related expenditures.

How does the foundation manage to have 0% officer compensation?

The consistent reporting of 0% officer compensation suggests that the foundation's leadership may be entirely volunteer-based or compensated through other means not classified as officer compensation on the 990, or that the compensation is below the reporting threshold. This indicates a very lean operational structure.

Is the foundation primarily focused on grantmaking or direct program services?

Without a detailed breakdown of expenses, it's difficult to ascertain if the foundation primarily engages in grantmaking or direct program services. Given its 'Family Foundation' designation and NTEE code T22 (Private Grantmaking Foundations), it is likely focused on grantmaking.

What is the reason for the significant increase in assets from $9,854,735 in 2021 to $13,843,101 in the latest period?

The substantial increase in assets is likely due to a combination of investment gains and the foundation's revenue consistently exceeding its expenses. For example, in 2023, revenue was $1,627,960 while expenses were $673,649, contributing to asset growth.

Filing History

IRS 990 filing history for Castleman Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Castleman Family Foundation's revenue has grown by 3025.2%, moving from $52K to $1.6M. Total assets increased by 68.4% over the same period, from $7.7M to $12.9M. Total functional expenses rose by 68.5%, from $400K to $674K. In its most recent filing year (2023), Castleman Family Foundation reported a surplus of $954K, with revenue exceeding expenses. The organization holds $1 in liabilities against $12.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $12.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.6M $674K $12.9M $1
2022 $1.1M $606K $10.4M $1 View 990
2021 $778K $550K $9.9M $1 View 990
2020 $1.6M $608K $9.8M $157K View 990
2019 $1.0M $575K $8.5M $410K View 990
2015 $1.5M $499K $8.2M $462K View 990
2014 $71K $446K $6.7M $1 View 990
2013 $473K $462K $7.5M $414K View 990
2012 $95K $481K $7.3M $195K View 990
2011 $52K $400K $7.7M $236K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.6M, expenses of $674K, and assets of $12.9M (revenue +45.0% year-over-year).
  • 2022: Revenue of $1.1M, expenses of $606K, and assets of $10.4M (revenue +44.3% year-over-year).
  • 2021: Revenue of $778K, expenses of $550K, and assets of $9.9M (revenue -51.9% year-over-year).
  • 2020: Revenue of $1.6M, expenses of $608K, and assets of $9.8M (revenue +57.1% year-over-year).
  • 2019: Revenue of $1.0M, expenses of $575K, and assets of $8.5M (revenue -30.5% year-over-year).
  • 2015: Revenue of $1.5M, expenses of $499K, and assets of $8.2M (revenue +1994.8% year-over-year).
  • 2014: Revenue of $71K, expenses of $446K, and assets of $6.7M (revenue -85.0% year-over-year).
  • 2013: Revenue of $473K, expenses of $462K, and assets of $7.5M (revenue +396.3% year-over-year).
  • 2012: Revenue of $95K, expenses of $481K, and assets of $7.3M (revenue +82.8% year-over-year).
  • 2011: Revenue of $52K, expenses of $400K, and assets of $7.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Castleman Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Castleman Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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