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.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$142K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $52K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$142K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $2.1M in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
20
named funders · $773K
Looks good: 20 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.5M
+5% vs prior year
Spent
$4.7M
To programs
72%
Net assets
$7.5M
By yearFY2020–FY2025
Revenue
$5.5M
FY2021▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.3M
FY2021$5.5M
FY2022$6.7M
FY2023$6.8M
FY2024$7.1M
FY2025$7.1M
Expenses
$4.7M
FY2021▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.2M
FY2021$4.7M
FY2022$5.8M
FY2023$6.9M
FY2024$7.5M
FY2025$8.1M
Net assets
$7.5M
FY2021▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.3M
FY2021$7.5M
FY2022$7.9M
FY2023$8.0M
FY2024$8.1M
FY2025$7.2M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1954.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $3.4M Management & general 19% · $904K Fundraising 9% · $429K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

18 people listed on the 990; $142K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Chief Executive Officer
$142,493Pt VII · Sec A
Immedicate Past Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lori Ann Whittington$228,866$208,000$188,836$167,793$142,493$145,669
Jose Rodriguez$133,971—————
Anthony Sutton$117,216—————
Lisa Jenkins$111,320—————
Randall Duncan—————$103,290

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Pine Castle INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides training and support for individuals with intellectual and developmental disabilities.

Questions for Pine Castle INC

Tap to ask. Pine Castle INC sees how many people are interested.

Your first name shows with your question. Pine Castle INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $3.3M · in their own filed words · FY2020
01

The training educational support services (TESS) serves approximately 180 individuals daily. Services include adult education, life skills training, vocational training, facility-based employment, recreation and athletic opportunities, community inclusion and a senior program.Facility-based participants have the opportunity to work and…

$2.1Mprogram expense
02

Pine Castle's residential program serves 36 individuals in five group homes. The group homes offer 24-hour support staff for residents as well as skills training and community inclusion opportunities.

$1.1Mprogram expense
03

Pine Castle's community employment program serves 20-30 individuals annually, by providing employment services to those who wish to work in the community. The program not only provides job training and placement, but also long-term follow-along services and support.

$73Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 20 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$5.5M
Ln 12
Gifts and grantsLn 1h$4.6M
Fees for servicesLn 2g$486K
Other incomeLn 4–11$434K
Money outPt IX
$4.7M
Ln 25
Programscol B$3.4M
Managementcol C$904K
Fundraisingcol D$429K
Owns and owesPt X
$7.5M
net assets · Ln 32
Cash and savingsLn 1–2$995K
Total assetsLn 16$9.0M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.6M
Government grantsLn 1e$3.4M
Fees for servicesLn 2g$486K
Investment incomeLn 3$18K
Other incomeLn 4–11$434K
Total revenueLn 12$5.5M
Assets in detailPt X, end of year
SavingsLn 2$995K
Cash and savings togetherLn 1–2$995K
InvestmentsLn 11–13$2.1M
Land, buildings, equipmentLn 10c$4.3M
Other assetsLn 15$253K
Total assetsLn 16$9.0M
LiabilitiesLn 26$1.5M
Net assetsLn 32$7.5M
OperationsPt I, VI
EmployeesI 5243
VolunteersI 61,063
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$672K$995K
InvestmentsLn 11–13$2.0M$2.1M
Land, buildings, equipmentLn 10c$4.4M$4.3M
Total assetsLn 16$7.9M$9.0M
LiabilitiesLn 26$1.7M$1.5M
Net assetsLn 32$6.3M$7.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$3.2M$2.3M$549K$269K
Other employee benefitsLn 9$513K$422K$59K$32K
Payroll taxesLn 10$234K$197K$26K$12K
OccupancyLn 16$42K$33K$9K−$424
TravelLn 17$13K$10K$911$1K
InterestLn 20$46K$46K
Depreciation, depletion and amortizationLn 22$237K$207K$30K$1K
InsuranceLn 23$98K$85K$13K$728
Other expenses (24a–d)Ln 24$1.2M$979K$153K$70K
All other expensesLn 24e−$858K−$966K$64K$44K
Total functional expensesLn 25$4.7M$3.4M$904K$429K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $7.1M$8.1M−$944K$7.2M 990 PDF
FY2024 $7.1M$7.5M−$330K$8.1M 990 PDF
FY2023 $6.8M$6.9M−$117K$8.0M 990 PDF
FY2022 $6.7M$5.8M$839K$7.9M 990 PDF
FY2021 Viewing $5.5M$4.7M$822K$7.5M 990 PDF
FY2020 $5.3M$5.2M$40K$6.3M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $5,505,827 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,610,430$4,567,997
I-9 Program service revenuePrior year $437,083$485,854
I-10 Investment incomePrior year $24,706$18,122
I-11 Other revenuePrior year $191,893$433,854
I-12 Total revenuePrior year $5,264,112$5,505,827
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,576,313$3,903,064
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $648,079$780,412
I-18 Total expensesPrior year $5,224,392$4,683,476
I-19 Revenue less expensesPrior year $39,720$822,351
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,505,827 across 8 lines filed
Lines not itemized here account for −$127,862 of total revenue; see the IRS return.
VIII-1e Government grants$3,440,812
VIII-1f All other contributions, gifts and grants$1,127,185
VIII-1h Total contributions, gifts and grants$4,567,997
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $485,854$485,854
VIII-3 Investment incomeRelated to mission $18,122$18,122
VIII-8 Net income from fundraising eventsExcluded from tax $522,747$522,747
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,719 · Unrelated business $26,250$38,969
VIII-12 Total revenueRelated to mission $388,833 · Unrelated business $26,250 · Excluded from tax $522,747$5,505,827
Part IX · Statement of functional expenses $4,683,476 across 10 lines filed
IX-7 Other salaries and wagesPrograms $2,337,801 · Management $548,843 · Fundraising $269,277$3,155,921
IX-9 Other employee benefitsPrograms $422,326 · Management $58,671 · Fundraising $31,843$512,840
IX-10 Payroll taxesPrograms $196,815 · Management $25,773 · Fundraising $11,715$234,303
IX-16 OccupancyPrograms $33,310 · Management $9,220 · Fundraising −$424$42,106
IX-17 TravelPrograms $10,431 · Management $911 · Fundraising $1,285$12,627
IX-20 InterestPrograms $46,233$46,233
IX-22 Depreciation, depletion and amortizationPrograms $206,802 · Management $29,508 · Fundraising $1,009$237,319
IX-23 InsurancePrograms $84,585 · Management $12,917 · Fundraising $728$98,230
IX-24 Other expenses (24a–d)Programs $979,106 · Management $153,382 · Fundraising $69,756$1,202,244
IX-24e All other expensesPrograms −$966,487 · Management $64,279 · Fundraising $43,861−$858,347
IX-25 Total functional expensesPrograms $3,350,922 · Management $903,504 · Fundraising $429,050$4,683,476
Part X · Balance sheet $8,987,494 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $672,049$994,590
X-3 Pledges and grants receivableStart of year $336,852$629,133
X-4 Accounts receivableStart of year $352,612$639,457
X-8 Inventories for sale or useStart of year $115,795$57,670
X-9 Prepaid expenses and deferred chargesStart of year $31,321$25,414
X-10c Land, buildings and equipment, netStart of year $4,401,539$4,332,852
X-11 Publicly traded securitiesStart of year $2,001,554$2,055,184
X-15 Other assets$253,194
X-16 Total assetsStart of year $7,911,722$8,987,494
X-17 Accounts payable and accrued expensesStart of year $522,686$493,566
X-26 Total liabilitiesStart of year $1,658,487$1,523,032
X-27 Net assets without donor restrictionsStart of year $5,294,890$6,041,867
X-28 Net assets with donor restrictionsStart of year $958,345$1,422,595
X-32 Total net assets or fund balancesStart of year $6,253,235$7,464,462
X-33 Total liabilities and net assetsStart of year $7,911,722$8,987,494
Part XI · Reconciliation of net assets $7,464,462 net assets at year end
XI-1 Total revenue$5,505,827
XI-2 Total expenses$4,683,476
XI-3 Revenue less expenses$822,351
XI-4 Net assets at start of year$6,253,235
XI-5 Net unrealized gains (losses) on investments$388,876
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,464,462

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.