2026-08-10T10:01:15-05:00 2025-09-30 994625061 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2024-10-01 590704733 PINE CASTLE INC PINE 9047332650 4911 SPRING PARK ROAD JACKSONVILLE FL 32207 MELISSA ROGERS CEO 9047732650 2026-08-03 1 1 DANA ALEXANDER P01425283 9043566023 2026-08-03 2024 2025-03-06 01:10:19Z MELISSA ROGERS 4911 SPRING PARK ROAD JACKSONVILLE FL 32207 8016666 0 X PINECASTLE.ORG X 1952 FL PINE CASTLE, INC. WAS ESTABLISHED IN 1952 TO PROMOTE THE GENERAL WELFARE OF DEVELOPMENTALLY DISABLED INDIVIDUALS AND TO PROVIDE A CENTER FOR TRAINING FOR PERSONS WITH INTELLECTUAL DISABILITIES. 20 20 243 1063 0 0 5678661 5518937 628164 806546 130469 28927 706471 780701 7143765 7135111 0 0 0 0 5509951 5597254 0 0 670249 1963750 2481937 7473701 8079191 -329936 -944080 9421741 8460759 1341761 1216816 8079980 7243943 X PINE CASTLE, INC. WAS ESTABLISHED IN 1952 TO PROMOTE THE GENERAL WELFARE OF DEVELOPMENTALLY DISABLED INDIVIDUALS AND TO PROVIDE A CENTER FOR TRAINING FOR PERSONS WITH INTELLECTUAL DISABILITIES. 0 0 1996445 319738 THE PINE CASTLE ACADEMY THE ORGANIZATION PROVIDES A COLLEGE-LIKE EXPERIENCE FOR PARTICIPANTS. EACH PARTICIPANT HAS AN INDIVIDUALIZED DAILY SCHEDULE THAT INCLUDES TIME FOR SKILL-BUILDING WITH THE AWARD-WINNING PATHWAYS CURRICULUM, AND THEIR CHOICE OF DIVERSE EXTRA-CURRICULAR ACTIVITIES, MENTAL HEALTH SERVICES AND FIELD TRIPS. UPON ENTRY TO PINE CASTLE ACADEMY, EACH PARTICIPANT CHOOSES FROM THE FOLLOWING TWO PROGRAMS: LIFE ENRICHMENT PATHWAY THIS PATHWAY INCLUDES OUR EXPANDING SENIORS PROGRAM, AND IS TAILORED TO PARTICIPANTS WHO PREFER TO FOCUS ON THE SKILL-BUILDING CURRICULUM, EXTRA-CURRICULAR ACTIVITIES, MENTAL HEALTH SERVICES AND FIELD TRIPS OR, SIMPLY CHOOSE NOT TO WORK.EMPLOYMENT PATHWAY THIS PATHWAY OFFERS ALL THE ACTIVITIES PROVIDED TO LIFE ENRICHMENT PARTICIPANTS, WITH THE ADDITION OF THE OPPORTUNITY TO EARN AT LEAST A MINIMUM WAGE WHILE WORKING ON JOB TRAINING SKILLS AND CONTRACTS, INCLUDING MANUFACTURING ASSEMBLY, THE WOOD SHOP, AND TRADE CREW TRAINING. 2124072 1060782 GROUP HOMES THE ORGANIZATION PROVIDES FIVE COMMUNITY GROUP HOMES THAT PROVIDE 24-HOUR SUPPORT FOR 36 RESIDENTS, AS WELL AS SKILLS TRAINING AND COMMUNITY INCLUSION OPPORTUNITIES. RESIDENTS LEARN SELF-CARE AND HOMEMAKING SKILLS SUCH AS COOKING, LAUNDRY, HOUSEKEEPING, GROOMING, AND DECISION-MAKING. 172297 754 SUPPORTED EMPLOYMENT THE ORGANIZATION PROVIDES SUPPORT IN FINDING JOBS IN THE COMMUNITY FOR INDIVIDUALS WITH DIFFERENCES. THE PROGRAM ASSISTS WITH JOB DEVELOPMENT AND PLACEMENT, JOB SOURCING AND MATCHING, ON-THE-JOB SUPPORT AND COACHING, ADVICE AND SUPPORT TO EMPLOYERS, FOLLOW-UP SUPPORT, AND MENTORING TO BOTH EMPLOYERS AND EMPLOYEES FOR JOB RETENTION. 1866883 203795 1866883 203795 6159697 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 243 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X EMILY BUSH 9047332650 4911 SPRING PARK ROAD JACKSONVILLE FL 32207 TIM ANDERSON CHAIR 2.00 X X 0 0 0 RICHARD LASSETER VICE CHAIR 2.00 X X 0 0 0 ED LOMBARD TREASURER 2.00 X X 0 0 0 LORI ANN WHITTINGTON CEO 40.00 X 228866 0 5180 SARA LEY SECRETARY 2.00 X X 0 0 0 AMY RUTH IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 JOSE RODRIGUEZ COO 40.00 X 133971 0 0 ANTHONY SUTTON CDO 40.00 X 117216 0 0 LISA JENKINS CFO 40.00 X 111320 0 0 TONY BELLAMY DIRECTOR 2.00 X 0 0 0 AMANDA BESSICKS DIRECTOR 2.00 X 0 0 0 PAT BOROWY DIRECTOR 2.00 X 0 0 0 KENDALL BRYAN DIRECTOR 2.00 X 0 0 0 JILL COLE DIRECTOR 2.00 X 0 0 0 LESLIE DETLEFSON DIRECTOR 2.00 X 0 0 0 BILLY FRICK DIRECTOR 2.00 X 0 0 0 JIM HENRY DIRECTOR 2.00 X 0 0 0 SARAH HOUPERT DIRECTOR 2.00 X 0 0 0 JESSICA LIGATOR DIRECTOR 2.00 X 0 0 0 DAVID MEDVIDOFSKY DIRECTOR 2.00 X 0 0 0 CHRISTIE MORGAN DIRECTOR 2.00 X 0 0 0 JERRY OKONA DIRECTOR 2.00 X 0 0 0 PRIYESH PATEL DIRECTOR 2.00 X 0 0 0 WILLIAM STRUCK DIRECTOR 2.00 X 0 0 0 591373 0 5180 4 0 1 0 0 7304 365311 3901005 1245317 66572 5518937 PROGRAM FEES 900099 806546 806546 806546 28927 28927 28500 0 28500 28500 28500 0 365311 26322 -26322 -26322 1605447 855233 750214 750214 OTHER REVENUE 900099 28309 28309 28309 7135111 1585069 0 31105 200000 100000 100000 4502056 3543718 646670 311668 60697 49895 6778 4024 487551 400785 54445 32321 346950 285206 38744 23000 39800 16104 13048 10648 8701 8701 213153 86242 69881 57030 5631 173 5458 282070 156323 93862 31885 336384 293621 38071 4692 26257 6759 9639 9859 8055 8055 227339 213978 13361 149596 128676 19672 1248 BAD DEBTS EXPENSE 447641 393863 53778 FOOD 191044 189766 1254 24 CLIENT SUPPORT COSTS 174126 174126 OTHER EXPENSE 131057 5391 103395 22271 241083 215071 23669 2343 8079191 6159697 1249245 670249 9202 20375 71478 759544 860684 643595 1707471 831796 102279 32617 36517 60621 9403258 4983911 4394661 4419347 1976370 1495273 263079 197591 9421741 8460759 990547 741621 351214 200000 0 275195 1341761 1216816 X 6523225 5678363 1556755 1565580 8079980 7243943 9421741 8460759 -944080 108043 0 X 0 1 X 1 0 X 4567996 5546905 5646809 5044352 5518937 26324999 4567996 5546905 5646809 5044352 5518937 26324999 26324999 18122 38609 32000 158519 57427 304677 29546 29546 12970 13360 28309 54639 26713861 6561423 0.98540 0.98610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1393378 208934 109873 2335 1709850 1015154 172339 214323 8438 1393378 910924 111799 7569 1015154 1089287 -162016 16347 910924 933563 201346 45622 1089287 0.21191 0.78809 1 0 395714 395714 4278219 1433204 2845015 3361344 2435363 925981 952453 820858 131595 415528 294486 121042 4419347 REFUNDABLE ADVANCES 275195 275195 X 8169447 108044 53438 881555 1043037 7126410 8701 8701 7135111 9005484 53438 881556 934994 8070490 8701 8701 8079191 PART V, LINE 4: THE ALBERT AND VIOLA KISSLING ENDOWMENT FUND, THE PINE CASTLE ENDOWMENT FUND, AND THE RALPH AND ELIZABETH MUNDELL ENDOWMENT FUND WERE CREATED AT THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA (FOUNDATION) TO ENSURE THE PERPETUATION OF RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED CLIENTS OF THE ORGANIZATION AND TO SUPPORT GENERAL OPERATIONS. THE FOUNDATION MAINTAINS VARIANCE POWER AND LEGAL OWNERSHIP OF THESE ENDOWMENT FUNDS, AND ACCOUNTS FOR THE FUNDS AS AGENCY ENDOWMENTS, RECORDING A CORRESPONDING LIABILITY FOR THE FAIR VALUE OF THE FUNDS. THE ORGANIZATION INCLUDES THE ENDOWMENT FUND AS RESTRICTED ASSETS. NET INCOME FROM THE ENDOWMENT FUNDS IS PAID AND DISTRIBUTED TO THE ORGANIZATION AS DETERMINED BY THE FOUNDATION AND THE ORGANIZATION. NET INCOME MAY BE ACCUMULATED, REINVESTED, AND SUBSEQUENTLY PAID TO THE ORGANIZATION FOR THE ENDOWMENT FUND PURPOSES UPON REQUEST OF THE BOARD OF DIRECTORS OF PINE CASTLE, INC. DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2009, THE ORGANIZATION RECEIVED FUNDS AS A REMAINDER BENEFICIARY TO ESTABLISH A SECOND RALPH PAUL MUNDELL AND ELIZABETH MARIE MUNDELL ENDOWMENT FUND, THE CORPUS OF WHICH IS TO REMAIN INTACT AND THE INCOME OF WHICH SHALL BE USED TO SUPPORT THE CHARITABLE ACTIVITIES OF PINE CASTLE, INC. PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORELIKELY-THANNOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2025 THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 26,322. COST OF GOODS SOLD 855,233. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED IN PART VIII 26,322. COST OF GOODS SOLD REPORTED IN PART VIII 855,233. ROUNDING DIFFERENCES 1. INSPIRATIONS SOCIETY 340680 340680 1567 5117 8930 4537 PCE TOURS 24631 24631 5800 371 1 365311 365311 1567 10917 8930 4908 26322 -26322 X X 0 0 0 0 0 0 0 0 0 LORI ANN WHITTINGTON CEO 200000 0 12000 0 16866 0 5180 0 0 0 234046 0 0 0 PART I, LINE 3 CEO COMPENSATION IS REVIEWED ANNUALLY AND COMPARED WITH INDUSTRY AVERAGES FOR COMPARABLE POSITIONS. X 8894 FAIR MARKET VALUE X 1 4850 FAIR MARKET VALUE X 4 1387 FAIR MARKET VALUE X MATERIALS 12 26590 FAIR MARKET VALUE X TROPHIES AND AWARDS 32 11302 FAIR MARKET VALUE X DECORATIONS 9 6205 FAIR MARKET VALUE X SUPPLIES 13 4783 FAIR MARKET VALUE X TOYS & GAMES 11 2561 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B TAX RETURN IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C BOARD IS MADE AWARE OF ANYONE WHO HAS AN INTEREST IN THE OUTCOME OF BOARD DECISIONS AND THAT PERSON IS PRECLUDED FROM PARTICIPATING IN THE DISCUSSION OF OR VOTING ON THESE ISSUES. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS REVIEWED ANNUALLY AND COMPARED WITH INDUSTRY AVERAGES FOR COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST