Civic Intelligence

Carillon Beach Institute Inc

EIN 59-3159903 • 501(c)3 • Panama City Beach, FL

Profile

To conduct programs for children and others which promote religion, community wellness, the environment, the humanities and the arts.

115 Carillon Market St Suite 212Panama City Beach, FL 32413

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

30%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

208%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,132,418

Up $260,104 (+30%) from 2020

Liabilities

Up

$78,510

Up $7,501 (+11%) from 2020

Net Assets

Up

$1,053,908

Up $252,603 (+32%) from 2020

Revenue

Up

$417,684

Up $281,960 (+208%) from 2020

Expenses

Up

$165,081

Up $50,177 (+44%) from 2020

Net Income

Up

$252,603

Up $231,783 (+1113%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $824,875Liabilities 2010: $23,846Net Assets 2010: $801,0292010Assets 2011: $824,458Liabilities 2011: $23,558Net Assets 2011: $800,9002011Assets 2012: $826,698Liabilities 2012: $9,019Net Assets 2012: $817,6792012Assets 2013: $843,302Liabilities 2013: $16,515Net Assets 2013: $826,7872013Assets 2014: $802,384Liabilities 2014: $26,376Net Assets 2014: $776,0082014Assets 2015: $773,987Liabilities 2015: $28,398Net Assets 2015: $745,5892015Assets 2016: $764,471Liabilities 2016: $24,444Net Assets 2016: $740,0272016Assets 2017: $777,118Liabilities 2017: $40,292Net Assets 2017: $736,8262017Assets 2018: $795,938Liabilities 2018: $64,577Net Assets 2018: $731,3612018Assets 2019: $852,889Liabilities 2019: $72,404Net Assets 2019: $780,4852019Assets 2020: $872,314Liabilities 2020: $71,009Net Assets 2020: $801,3052020Assets 2021: $1,132,418Liabilities 2021: $78,510Net Assets 2021: $1,053,9082021

Highlighted filing

2021

Assets$1,132,418
Liabilities$78,510
Net Assets$1,053,908

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $256,7722010Expenses 2011: $122,7892011Expenses 2012: $142,0042012Revenue 2013: $144,689Expenses 2013: $135,581Net Income 2013: $9,1082013Revenue 2014: $129,086Expenses 2014: $179,865Net Income 2014: -$50,7792014Revenue 2015: $127,016Expenses 2015: $157,435Net Income 2015: -$30,4192015Revenue 2016: $138,601Expenses 2016: $144,163Net Income 2016: -$5,5622016Revenue 2017: $117,659Expenses 2017: $120,860Net Income 2017: -$3,2012017Revenue 2018: $127,262Expenses 2018: $132,727Net Income 2018: -$5,4652018Revenue 2019: $170,859Expenses 2019: $121,735Net Income 2019: $49,1242019Revenue 2020: $135,724Expenses 2020: $114,904Net Income 2020: $20,8202020Revenue 2021: $417,684Expenses 2021: $165,081Net Income 2021: $252,6032021

Highlighted filing

2021

Revenue$417,684
Expenses$165,081
Net Income$252,603

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.08$1.05$0.42$0.17$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.07$0.80$0.14$0.11$0.02
2019Summary only. Only limited summary data is available for this year.$0.85$0.07$0.78$0.17$0.12$0.05
2018Summary only. Only limited summary data is available for this year.$0.80$0.06$0.73$0.13$0.13$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.04$0.74$0.12$0.12$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.02$0.74$0.14$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.03$0.75$0.13$0.16$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.03$0.78$0.13$0.18$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.83$0.14$0.14$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.01$0.82$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.02$0.80$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.02$0.80$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 9, 2023
Return Version
2021v4.2
Gross Receipts
$417,684
Mission and Program Overview

Mission

To conduct programs for children and others which promote religion, community wellness, the environment, the humanities and the arts.

To conduct programs for children and others to promote religion, community wellness, the environment, the humanities and the arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$801,305$1,053,908▲ $252,603
Land, Buildings, and Equipment, Net$657,292$761,129▲ $103,837
Cash and Non-Interest-Bearing Accounts$146,162$284,019▲ $137,857
Savings and Temporary Cash Investments$50,934$75,986▲ $25,052
Prepaid Expenses and Deferred Charges$12,713$7,988▼ $4,725
Pledges and Grants Receivable$4,683$2,766▼ $1,917
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$872,314$1,132,418▲ $260,104
Other Assets Total$530$530→ $0
Liabilities
Other Liabilities$48,258$59,027▲ $10,769
Accounts Payable and Accrued Expenses$22,751$19,483▼ $3,268
Total Liabilities$71,009$78,510▲ $7,501
Net Assets / Fund Balance
Total Net Assets Fund Balance$801,305$1,053,908▲ $252,603
Total Liabilities and Net Assets / Fund Balance$872,314$1,132,418▲ $260,104

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$299,786$360,592$660,378
Land$460,000-$460,000
Equipment$1,343$6,665$8,008
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randy DunnPresident
Bob ThomasVice President
Ken RossDirector
Stephen GuidrySecretary
Randy ButlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$286,998
Program Service Revenue
$130,635
Investment Income
$51
Other Revenue
$0
All Other Contributions
$286,998
Change in Net Assets
$252,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$22,458--$22,458
Insurance$21,523--$21,523
Depreciation Depletion$14,169--$14,169
Fees for Services Accounting-$7,668-$7,668
Other Expenses$8,926$3,723-$3,723
All Other Expenses$2,410--$2,410
Fees for Services Legal-$161-$161
Total Functional Expenses$153,529$11,552$0$165,081
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Wedding Deposits$56,024
Due to Cba$3,003
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The president and/or treasurer will review the 990 and inform the accountant of any changes or corrections needed, which would be made prior to the filing of the 990 with the irs.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Carillon Beach Institute Inc
EIN
59-3159903
Phone
8502347819
Address
115 CARILLON MARKET ST SUITE 212, PANAMA CITY BEACH, FL 32413

Signing Officer

Name
Randy Butler
Title
Treasurer
Phone
3057531136
Signed
2023-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Butler
Formed
1992
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Carr Riggs & Ingram LLC
Address
14101 PANAMA CITY BCH PKWY SUITE, 200, PANAMA CITY BEACH, FL 32413
Preparer
Lisa R Goolsby CPA
Phone
8507846733
Raw XML AppendixShowing 400 of 438 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03179
IRS990ScheduleA/InvestmentIncomeCYPct00.00330
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63260
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0613080
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0104829
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt062250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt061950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt061950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt061950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0352929
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0414583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0135646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117659
IRS990ScheduleA/Total509Grp/TotalAmt0966009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0417684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0135724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0170859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0117659
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0969188
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0299786
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0360592
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0660378
IRS990ScheduleD/EquipmentGrp/BookValueAmt01343
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06665
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08008
IRS990ScheduleD/LandGrp/BookValueAmt0460000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0460000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt056024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13003
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE WEDDING DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO CBA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0761129
IRS990ScheduleD/TotalLiabilityAmt059027
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND/OR TREASURER WILL REVIEW THE 990 AND INFORM THE ACCOUNTANT OF ANY CHANGES OR CORRECTIONS NEEDED, WHICH WOULD BE MADE PRIOR TO THE FILING OF THE 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0593084445
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOMEOWNER ASSOCIATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CARILLON BEACH ASSOCIATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0115 CARILLON MARKET ST SUITE 212
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PANAMA CITY BEACH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd032413
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt062329
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13050
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt259367
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CARILLON BEACH ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CARILLON BEACH ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2CARILLON BEACH ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0872314
IRS990/TotalAssetsEOYAmt01132418
IRS990/TotalAssetsGrp/BOYAmt0872314
IRS990/TotalAssetsGrp/EOYAmt01132418
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0286998
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011552
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0153529
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165081
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt071009
IRS990/TotalLiabilitiesEOYAmt078510
IRS990/TotalLiabilitiesGrp/BOYAmt071009
IRS990/TotalLiabilitiesGrp/EOYAmt078510
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0801305
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01053908
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0153529
IRS990/TotalProgramServiceRevenueAmt0130635
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130635
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0417684
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0872314
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01132418
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0115 CARILLON MARKET ST SUITE 212
IRS990/USAddress/CityNm0PANAMA CITY BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032413

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