Nonprofit · EIN 59-0704733
PINE CASTLE INC
Tax-exempt · JACKSONVILLE, FL 32207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $7,135,111 | $8,079,191 | -$944,080 | $8,460,759 | $1,216,816 | $7,243,943 |
| September 30, 2024 | 990 | $7,143,765 | $7,473,701 | -$329,936 | $9,421,741 | $1,341,761 | $8,079,980 |
| September 30, 2023 | 990 | $6,757,611 | $6,874,320 | -$116,709 | $8,988,355 | $1,025,944 | $7,962,411 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $5,518,937
- of which government grants
- $3,901,005
- Program service revenue
- $806,546
- Investment income
- $28,927
- Net rental income
- $28,500
- Net income from fundraising events
- -$26,322
- Net income from sales of inventory
- $750,214
- Other revenue
- $780,701
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $200,000
- Other salaries and wages
- $4,502,056
- Salaries, compensation and benefits (total)
- $5,597,254
- Professional fundraising fees
- $0
- Accounting fees
- $39,800
- Occupancy
- $336,384
- Travel
- $26,257
- Depreciation
- $227,339
- Program services (functional)
- $6,159,697
- Management and general (functional)
- $1,249,245
- Fundraising (functional)
- $670,249
Balance sheet and other
- Total assets, start of year
- $9,421,741
- Total assets, end of year
- $8,460,759
- Total liabilities, end of year
- $1,216,816
- Net assets, end of year
- $7,243,943
- Land, buildings and equipment
- $4,419,347
- Publicly traded securities
- $1,495,273
- Net assets without donor restrictions
- $5,678,363
- Net assets with donor restrictions
- $1,565,580
- Gross receipts
- $8,016,666
- Employees
- 243
- Volunteers
- 1,063
- Year formed
- 1952
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI ANN WHITTINGTON | CEO Officer | 40 | $228,866 | $5,180 |
| JOSE RODRIGUEZ | COO Highest-paid employee | 40 | $133,971 | $0 |
| ANTHONY SUTTON | CDO Highest-paid employee | 40 | $117,216 | $0 |
| LISA JENKINS | CFO Highest-paid employee | 40 | $111,320 | $0 |
| TIM ANDERSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD LASSETER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ED LOMBARD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SARA LEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| AMY RUTH | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TONY BELLAMY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMANDA BESSICKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAT BOROWY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENDALL BRYAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL COLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LESLIE DETLEFSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILLY FRICK | DIRECTOR Trustee or director | 2 | $0 |
| JIM HENRY | DIRECTOR Trustee or director | 2 | $0 |
| SARAH HOUPERT | DIRECTOR Trustee or director | 2 | $0 |
| JESSICA LIGATOR | DIRECTOR Trustee or director | 2 | $0 |
| DAVID MEDVIDOFSKY | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTIE MORGAN | DIRECTOR Trustee or director | 2 | $0 |
| JERRY OKONA | DIRECTOR Trustee or director | 2 | $0 |
| PRIYESH PATEL | DIRECTOR Trustee or director | 2 | $0 |
| WILLIAM STRUCK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI ANN WHITTINGTON | CEO Officer | 40 | $208,000 | $13,307 |
| AMY RUTH | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TIM ANDERSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RYAN JONES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SARA LEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SARAH HOUPERT | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHELE BEAR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TONY BELLAMY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENDALL BRYAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL COLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LESLIE DETLEFSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILLY FRICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHAWNA GRANT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JIM HENRY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETSY JACOBS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICK LASSETER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JESSICA LIGATOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ED LOMBARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID MEDVIDOFSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTIE MORGAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JERRY OKONA | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI ANN WHITTINGTON | CEO Officer | 40 | $188,836 |
| SARAH HOUPERT | CHAIR Trustee or director, Officer | 2 | $0 |
| AMY RUTH | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| ED LOMBARD | TREASURER Trustee or director, Officer | 2 | $0 |
| BETSY JACOBS | SECRETARY Trustee or director, Officer | 2 | $0 |
| PHILIP BOYCE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 |
| KENDALL BRYAN | DIRECTOR Trustee or director | 2 | $0 |
| JANYCE DAWKINS | DIRECTOR Trustee or director | 2 | $0 |
| BILLY FRICK | DIRECTOR Trustee or director | 2 | $0 |
| KAREN FRIEDLINE | DIRECTOR Trustee or director | 2 | $0 |
| SHAWNA GRANT | DIRECTOR Trustee or director | 2 | $0 |
| GABRIEL HACKNEY | DIRECTOR Trustee or director | 2 | $0 |
| JIM HENRY | DIRECTOR Trustee or director | 2 | $0 |
| RYAN JONES | DIRECTOR Trustee or director | 2 | $0 |
| SARA LEY | DIRECTOR Trustee or director | 2 | $0 |
| ERIC MILLER | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTIE MORGAN | DIRECTOR Trustee or director | 2 | $0 |
| GEOFF SESSIONS | DIRECTOR Trustee or director | 2 | $0 |
| KAREN COLEMAN | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4911 SPRING PARK RD, JACKSONVILLE, FL 32207-7456
- Principal officer (990 for 2024)
- MELISSA ROGERS, 4911 SPRING PARK ROAD, JACKSONVILLE, FL 32207
- Signed the 990
- MELISSA ROGERS, CEO
- Phone
- (904) 733-2650
- Website
- PINECASTLE.ORG
- Return prepared by
- CRI ADVISORS LLC
Mission
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.
Program accomplishments
- 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.Expenses $1,996,445 · revenue $319,738
- 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.Expenses $2,124,072 · revenue $1,060,782
- 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.Expenses $172,297 · revenue $754
- Expenses $1,866,883 · revenue $203,795
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 59-0704733
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,460,759
- Income (IRS master file)
- $8,016,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $7,135,111 | $8,079,191 | $8,460,759 | XML |
| 990 | September 2024 | $7,143,765 | $7,473,701 | $9,421,741 | XML |
| 990 | September 2023 | $6,757,611 | $6,874,320 | $8,988,355 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $6,663,252 | $5,823,834 | $9,399,252 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-0704733).
Questions about PINE CASTLE INC
- What is the EIN of PINE CASTLE INC?
- The employer identification number (EIN) of PINE CASTLE INC is 59-0704733.
- Is PINE CASTLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to PINE CASTLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PINE CASTLE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PINE CASTLE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PINE CASTLE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PINE CASTLE INC?
- The 990 for the year ended September 30, 2025 names MELISSA ROGERS.
- Who are the officers and directors of PINE CASTLE INC?
- The 990 for the year ended September 30, 2025 lists 24 people; 4 received compensation from the organization, the highest $228,866 (LORI ANN WHITTINGTON, CEO).
- How much revenue does PINE CASTLE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $7,135,111, expenses of $8,079,191 and total assets of $8,460,759 at year end.
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