Civic Intelligence

Carillon Inc.

990T • Fiscal year 2023 • EIN 74-2070670

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 16, 2024

Organization ProfileWWW.CARILLONLUBBOCK.COM

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1717 Norfolk AveLubbock, TX 79416

(806) 281-6500

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0-$50MAssets 2011: $58,760,403Liabilities 2011: $87,660,729Net Assets 2011: -$28,900,3262011Assets 2012: $58,725,509Liabilities 2012: $88,100,645Net Assets 2012: -$29,375,1362012Assets 2013: $57,502,676Liabilities 2013: $88,622,031Net Assets 2013: -$31,119,3552013Assets 2014: $56,477,278Liabilities 2014: $90,140,726Net Assets 2014: -$33,663,4482014Assets 2015: $56,638,187Liabilities 2015: $92,082,072Net Assets 2015: -$35,443,8852015Assets 2016: $55,117,795Liabilities 2016: $92,933,060Net Assets 2016: -$37,815,2652016Assets 2017: $57,472,441Liabilities 2017: $95,355,845Net Assets 2017: -$37,883,4042017Assets 2018: $56,990,302Liabilities 2018: $95,328,056Net Assets 2018: -$38,337,7542018Assets 2019: $55,972,334Liabilities 2019: $94,174,173Net Assets 2019: -$38,201,8392019Assets 2020: $55,937,338Liabilities 2020: $94,131,482Net Assets 2020: -$38,194,1442020Assets 2021: $55,508,221Liabilities 2021: $91,697,759Net Assets 2021: -$36,189,5382021Assets 2022: $54,922,935Liabilities 2022: $93,292,186Net Assets 2022: -$38,369,2512022Assets 2023: $57,580,156Liabilities 2023: $95,918,124Net Assets 2023: -$38,337,9682023

Latest loaded filing

2023

Assets$57,580,156
Liabilities$95,918,124
Net Assets-$38,337,968
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $22,818,0042011Expenses 2012: $22,711,0262012Revenue 2013: $21,923,240Expenses 2013: $23,517,775Net Income 2013: -$1,594,5352013Revenue 2014: $23,352,587Expenses 2014: $24,238,322Net Income 2014: -$885,7352014Revenue 2015: $24,022,110Expenses 2015: $25,711,786Net Income 2015: -$1,689,6762015Revenue 2016: $24,928,175Expenses 2016: $27,381,621Net Income 2016: -$2,453,4462016Revenue 2017: $26,635,098Expenses 2017: $28,052,983Net Income 2017: -$1,417,8852017Revenue 2018: $25,845,623Expenses 2018: $26,365,589Net Income 2018: -$519,9662018Revenue 2019: $26,185,864Expenses 2019: $26,279,387Net Income 2019: -$93,5232019Revenue 2020: $26,571,317Expenses 2020: $26,912,697Net Income 2020: -$341,3802020Revenue 2021: $26,765,068Expenses 2021: $26,077,046Net Income 2021: $688,0222021Revenue 2022: $25,109,612Expenses 2022: $26,496,215Net Income 2022: -$1,386,6032022Revenue 2023: $28,180,825Expenses 2023: $28,290,172Net Income 2023: -$109,3472023

Latest loaded filing

2023

Revenue$28,180,825
Expenses$28,290,172
Net Income-$109,347
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 16, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

Provide our residents with quality affordable lifecare while promoting security, comfort, dignity, independence and a strong family atmosphere.

Filing and Contact Details

Filer

Filer Name
Carillon Inc
EIN
74-2070670
Phone
8062816500
Address
1717 NORFOLK AVE, LUBBOCK, TX 79416

Signing Officer

Name
Pamela Roddy
Title
Executive Director
Phone
8062816000
Signed
2024-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Jeff Parker
Phone
9723835700
Raw XML Appendix105 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.

Path#Value
IRS990T/BalanceDueAmt01834
IRS990T/BooksInCareOfDetail/PersonNm0LARRY NUSBAUM
IRS990T/BooksInCareOfDetail/PhoneNum08062816000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 NORFOLK AVE BUILDING B
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LUBBOCK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd079416
IRS990T/BookValueAssetsEOYAmt057580156
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt095
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/InterestDeductionAmt0643
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0BUILDING ROOF THAT IS OCCUPIED BY CELL PHONE TOWER
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum01A
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0PART V
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt010674
IRS990TScheduleA/OtherDeductionsAmt0750
IRS990TScheduleA/PrincipalBusinessActivityCd0531110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt01393
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt010674
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt010674
IRS990TScheduleA/TotUnrltTrdBusIncmAmt010674
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL OF DEBT-FINANCED PROPERTY
IRS990TScheduleA/UBIBeforeNOLDedAmt09281
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt09281
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.64300
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt052918525
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt082299909
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt016600
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt010674
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt01717 NORFOLK AVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0LUBBOCK
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0TX
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd079416
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01739
IRS990T/TaxLessCreditsAmt01739
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt01739
IRS990T/TotalTaxComputationAmt01739
IRS990T/TotalUBTIAmt08281
IRS990T/TotalUBTIBeforeNOLSpecificAmt09281
IRS990T/TotalUBTIBeforeSection199AAmt09281
IRS990T/TotalUBTIComputedAmt09281
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA RODDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08062816000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARILLON INC
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0742070670
ReturnHeader/Filer/PhoneNum08062816500
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 NORFOLK AVE
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079416
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05001 SPRING VALLEY ROAD SUITE 600W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075244
ReturnHeader/PreparerPersonGrp/PhoneNum09723835700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF PARKER
ReturnHeader/ReturnTs02024-04-17T09:19:18-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAMELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODDY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$57.6$95.9$38.3$28.2$28.3$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$93.3$38.4$25.1$26.5$1.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.5$91.7$36.2$26.8$26.1$0.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$94.1$38.2$26.6$26.9$0.34
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.0$94.2$38.2$26.2$26.3$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.0$95.3$38.3$25.8$26.4$0.52
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$95.4$37.9$26.6$28.1$1.42
2016Detailed filing. Detailed filing data is available for this year.$55.1$92.9$37.8$24.9$27.4$2.45
2015Detailed filing. Detailed filing data is available for this year.$56.6$92.1$35.4$24.0$25.7$1.69
2014Detailed filing. Detailed filing data is available for this year.$56.5$90.1$33.7$23.4$24.2$0.89
2013Summary only. Only limited summary data is available for this year.$57.5$88.6$31.1$21.9$23.5$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.7$88.1$29.4$22.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.8$87.7$28.9$22.8