CASTLEWOOD FOUNDATION INC (EIN 363309592) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

TIMOTHY BARRY

Phone

7732835800

Tax Period

2023-01-01 to 2023-12-31

CASTLEWOOD FOUNDATION INC, founded in 1984, is a small nonprofit that reported $821K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

SUPPORT OF ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC PRELATURE OF OPUS DEI: HOLY MASS AND OTHER RELIGIOUS WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY CLASSES, DIRECTION OF APOSTOLIC ACTIVITIES, DISTRIBUTION OF RELIGIOUS LITERATURE, SERVICES EXTENDED TO THE GENERAL PUBLIC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $546,462

Program Service Revenue $260,743

Investment Income $5,987

Other Revenue $7,715

TOTAL REVENUE $820,907

Expense Breakdown

Grants Paid $64,080

Salaries & Benefits $203,396

Fundraising Expenses $33,524

Program Expenses $710,486

Other Expenses $630,697

TOTAL EXPENSES $898,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$820,907	$868,482	-0.1%
Expenses	$898,173	$833,332	+0.1%
Net Income	$-77,266	$35,150	-3.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$107,469

Total Directors

$107,469

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM M KIPP	VICE PRESIDE	40.00	Officer Director	$6,600	$39,372	$45,972
GREGORY G GIEBLER	PRESIDENT	40.00	Officer Director	$0	$34,680	$34,680
TIMOTHY BARRY	SECRETARY/TR	40.00	Officer Director	$3,850	$22,967	$26,817

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$820,907	$898,173	$873,634	$-77,266
2022	$868,482	$833,332	$940,084	$35,150
2021	$802,883	$787,477	$902,737	$15,406
2020	$738,335	$749,187	$894,331	$-10,852
2018	$858,931	$769,928	$834,445	$89,003

CASTLEWOOD FOUNDATION INC