Nonprofit · EIN 61-1384219
CASTLEWOOD INC
Tax-exempt · LEXINGTON, KY 40511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $1,574 | $34,230 | -$32,656 | $183,172 | $434,323 | -$251,151 |
| June 30, 2024 | 990-EZ | $1,559 | $30,872 | -$29,313 | $174,893 | $393,388 | -$218,495 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Investment income
- $1,574
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,649
- Occupancy
- $22,122
- Other expenses
- $7,459
- Program services (functional)
- $29,473
Balance sheet and other
- Total assets, start of year
- $174,893
- Total assets, end of year
- $183,172
- Total liabilities, end of year
- $434,323
- Net assets, end of year
- -$251,151
- Cash, savings and investments
- $1,258
- Gross receipts
- $1,574
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP BERGER | BOARD DIRECTOR | 0.5 | $0 |
| KAREN WARD | BOARD VICE CHAIR | 0.5 | $0 |
| JOCK CONLEY | BOARD DIRECTOR | 0.5 | $0 |
| HAROLD MCKINNEY | BOARD DIRECTOR | 0.5 | $0 |
| DEE WERLINE | SECRETARY/TREASURER | 0.5 | $0 |
| MARY JUNE BRUNKER | BOARD DIRECTOR | 0.5 | $0 |
| SUSAN STARLING | BOARD CHAIR | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP BERGER | BOARD DIRECTOR | 0.5 | $0 |
| KAREN WARD | BOARD VICE CHAIR | 0.5 | $0 |
| JOCK CONLEY | BOARD DIRECTOR | 0.5 | $0 |
| HAROLD MCKINNEY | BOARD DIRECTOR | 0.5 | $0 |
| DEE WERLINE | SECRETARY/TREASURER | 0.5 | $0 |
| MARY JUNE BRUNKER | BOARD DIRECTOR | 0.5 | $0 |
| SUSAN STARLING | BOARD CHAIR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1351 NEWTOWN PIKE, LEXINGTON, KY 40511-1275
- In care of
- % JOSEPH A TOY
- Signed the 990-EZ
- DANA ROYSE, PRESIDENT & CEO
- Phone
- (859) 253-1686
- Website
- WWW.NEWVISTA.ORG
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
CASTLEWOOD, INC. IS A NONPROFIT CORPORATION ORGANIZED TO PROVIDE HOUSING TO LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.
Program accomplishments
- OPERATION OF AN 8-UNIT APARTMENT PROJECT IN LEXINGTON, KENTUCKY, TO HOUSE LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.Expenses $29,473
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 61-1384219
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Health care (E116)
- Assets (IRS master file)
- $183,172
- Income (IRS master file)
- $1,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $1,574 | $34,230 | $183,172 | XML |
| 990-EZ | June 2024 | $1,559 | $30,872 | $174,893 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 61-1384219).
Questions about CASTLEWOOD INC
- What is the EIN of CASTLEWOOD INC?
- The employer identification number (EIN) of CASTLEWOOD INC is 61-1384219.
- Is CASTLEWOOD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CASTLEWOOD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASTLEWOOD INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CASTLEWOOD INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASTLEWOOD INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CASTLEWOOD INC?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CASTLEWOOD INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $1,574, expenses of $34,230 and total assets of $183,172 at year end.
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