Civic Intelligence

Carillon Foundation

EIN 75-0123537 • 501(c)3 • Lubbock, TX

Profile

The mission of carillon foundation is to: receive donations, gifts and grants of money or other property and administer and expend such assets upon a charitable, educational or non-profit basis on behalf of 8carillon senior lifecare community. Provide for the establishment of various general and special funds to which interested persons may contribute funds and assets for the support, maintenance, and care of the facilities and residents of carillon senior lifecare community. Provide alternative endowment funding arrangements for prospective residents, provided that such arrangements are fiscally responsible to the needs of the foundation and of carillon senior lifecare community. Assist carillon senior lifecare community in providing and continuing to provide high quality medical center care for its residents and others. Support research for the benefit of the public directed toward a better understanding of gerontological diseases and the process of aging in general. Provide support

1717 Norfolk AveLubbock, TX 79416

www.carillonweb.com

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

55th percentile

7.0%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

40th percentile

0.6%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,059,463

Up $121,663 (+6.3%) from 2023

Liabilities

Up

$750

Up $750 from 2023

Net Assets

Up

$2,058,713

Up $120,913 (+6.2%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin55th percentile

Revenue

Up

$444,904

Up $31,889 (+7.7%) from 2023

Expenses

Up

$401,682

Up $17,508 (+4.6%) from 2023

Net Income

Up

$43,222

Up $14,381 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $638,451Liabilities 2011: $1,383Net Assets 2011: $637,0682011Assets 2012: $617,902Liabilities 2012: $1,383Net Assets 2012: $616,5192012Assets 2013: $647,502Liabilities 2013: $1,383Net Assets 2013: $646,1192013Assets 2014: $673,981Liabilities 2014: $1,383Net Assets 2014: $672,5982014Assets 2015: $724,884Liabilities 2015: $0Net Assets 2015: $724,8842015Assets 2016: $1,549,904Liabilities 2016: $0Net Assets 2016: $1,549,9042016Assets 2017: $1,455,355Liabilities 2017: $0Net Assets 2017: $1,455,3552017Assets 2018: $1,521,224Liabilities 2018: $0Net Assets 2018: $1,521,2242018Assets 2019: $1,570,331Liabilities 2019: $0Net Assets 2019: $1,570,3312019Assets 2020: $1,763,834Liabilities 2020: $0Net Assets 2020: $1,763,8342020Assets 2021: $2,344,405Liabilities 2021: $0Net Assets 2021: $2,344,4052021Assets 2022: $1,926,525Liabilities 2022: $0Net Assets 2022: $1,926,5252022Assets 2023: $1,937,800Liabilities 2023: $0Net Assets 2023: $1,937,8002023Assets 2024: $2,059,463Liabilities 2024: $750Net Assets 2024: $2,058,7132024

Highlighted filing

2024

Assets$2,059,463
Liabilities$750
Net Assets$2,058,713
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $37,0122011Expenses 2012: $120,0972012Expenses 2013: $37,6582013Revenue 2014: $69,178Expenses 2014: $107,159Net Income 2014: -$37,9812014Revenue 2015: $90,578Expenses 2015: $30,770Net Income 2015: $59,8082015Revenue 2016: $1,006,500Expenses 2016: $179,809Net Income 2016: $826,6912016Revenue 2017: $303,190Expenses 2017: $402,920Net Income 2017: -$99,7302017Revenue 2018: $110,629Expenses 2018: $57,180Net Income 2018: $53,4492018Revenue 2019: $372,067Expenses 2019: $339,703Net Income 2019: $32,3642019Revenue 2020: $426,073Expenses 2020: $170,830Net Income 2020: $255,2432020Revenue 2021: $1,253,156Expenses 2021: $668,687Net Income 2021: $584,4692021Revenue 2022: $270,781Expenses 2022: $559,555Net Income 2022: -$288,7742022Revenue 2023: $413,015Expenses 2023: $384,174Net Income 2023: $28,8412023Revenue 2024: $444,904Expenses 2024: $401,682Net Income 2024: $43,2222024

Highlighted filing

2024

Revenue$444,904
Expenses$401,682
Net Income$43,222
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,059,463
Liabilities
$750
Net assets
$2,058,713
Revenue
$444,904
Expenses
$401,682
Net income
$43,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.44$0.40$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.41$0.38$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.27$0.56$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.00$2.34$1.25$0.67$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.43$0.17$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.37$0.34$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.11$0.06$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.30$0.40$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$1.01$0.18$0.83
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.09$0.03$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.07$0.11$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 16, 2022
Return Version
2020v4.2
Gross Receipts
$1,253,156
Mission and Program Overview

Mission

The main focus of the carillon foundation is to provide support in the areas of health and wellness, alzheimer's and dementia, benevolent care, and research in the area of gerontology. Carillon programs are geared toward residents in independent, assisted, and skilled nursing care. Accelerated rehab services are available to the community for post surgical rehab. Dementia care programs are free of charge for families, sutdents, caregivers and businesses throughout west texas.

To assist in the general support and continuation of the retirement community known as carillon, inc. Of lubbock. See program service accomplishments on page 2 / schedule o for more information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,341,762$1,632,166▲ $290,404
Cash and Non-Interest-Bearing Accounts$289,515$346,520▲ $57,005
Pledges and Grants Receivable$75,000$315,000▲ $240,000
Land, Buildings, and Equipment, Net$35,900$29,062▼ $6,838
Investments Other Securities$21,657$21,657→ $0
Total Assets$1,763,834$2,344,405▲ $580,571
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,763,834$2,344,405▲ $580,571
Total Net Assets Fund Balance$1,763,834$2,344,405▲ $580,571
Total Liabilities and Net Assets / Fund Balance$1,763,834$2,344,405▲ $580,571

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,062$6,838$35,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$969,455$300▲ $196,550$13,998$1,152,306
2019$975,593$500▲ $3,678$10,316$969,455
2018$928,212$1,750▲ $45,631-$975,593
2017$902,172$2,000▲ $36,040$12,000$928,212
2016$808,281$42,096▲ $51,795-$902,172
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Shannon SmithFoundation DirectorFT$58,132$58,132

Board Members and Trustees

NameTitle
Dr Fred WagnerChairman Emeritus
Marsha SharpChairwoman
Ray ThorntonFormer Vice Chair / Treasurer
Stephen BrowningVice Chair / Treasurer
Pamela RoddyExecutive Director
Elizabeth HaleyMember
Henry HunekeMember
Laura Beth PleasantMember
Lee MazurekMember
Sellie ShineMember
Revenue and Support

Revenue Composition

Contributions and Grants
$929,636
Program Service Revenue
$0
Investment Income
$323,520
Other Revenue
$0
All Other Contributions
$929,636
Change in Net Assets
$584,469

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,246,070
Revenue Not Reported on Financial Statements
$7,086
Revenue Not Reported on Form 990
$80,756
Total Revenue per Audited Statements
$1,326,826
Total Revenue per Form 990
$1,253,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$653,788
Other Expenses$14,899
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$604,470--$604,470
Grants to Domestic Individuals$49,318--$49,318
Fees for Service Investment Mgmnt Fees-$7,086-$7,086
Depreciation Depletion-$6,838-$6,838
Other Expenses-$975-$975
Total Functional Expenses$653,788$14,899$0$668,687

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$746,255
Total Expenses per Form 990$668,687
Expenses per Audited Statements$661,601
Expenses Not Reported on Form 990$84,654
Expenses Not Reported on Financial Statements$7,086
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carillon IncLubbock, TX501(c)(3)To Support Carillon Lifecare Community Residents$604,470
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 organization engages an outside accounting firm to prepare form 990. Once prepared, the form is reviewed by the organization's internal accountants, and a copy of the form is provided to the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Annually, a disclosure and conflict of interest document is signed by the members of the board.”

Form 990, Part VI, Section B, Line 15

“The executive director (pamela roddy) of carillon, inc. Is an employee of life care services management co. As part of the management contract, she is compensated through life care services. Compensation is determined annually and approved by governance. The current foundation director, shannon smith is compensated by carillon, inc., and the salary is considered an in-kind contribution from carillon, inc. To the foundation.”

Form 990, Part VI, Section C, Line 19

“Available through the foundation office or the carillon, inc. Administration office.”

FORM 990, PART VII, SECTION A:

“Carillon has a management agreement with lcs. Pursuant to the agreement, lcs provides carillon's executive director and certain management financial services. During fiscal year 2021 and 2020, total fees paid to lcs were approximately $466,000 and $450,000. Pam roddy was also an employee of lcs, and served as the administrator and executive director for carillon house. Lcs paid compensation to pam roddy in the amount of $120,044 for calendar year 2020.”

Filing and Contact Details

Filer

Filer Name
Carillon Foundation
EIN
75-0123537
Phone
8062816500
Address
1717 NORFOLK AVE, LUBBOCK, TX 79416

Signing Officer

Name
Marsha Sharp
Title
Chairwoman
Phone
8062816000
Signed
2022-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha Sharp
Formed
1985
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Michael Siegel
Phone
9723835700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight or selection process for the selection of an independent accountant during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“To support carillon lifecare community residents”

PART X, LINE 2:

“The foundation's income tax returns are subject to review and examination by federal and state authorities. The foundation is not aware of any activities that would jeopardize its tax-exempt status. The foundation is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.”

Raw XML AppendixShowing 400 of 491 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ASSIST IN THE GENERAL SUPPORT AND CONTINUATION OF THE RETIREMENT COMMUNITY KNOWN AS CARILLON, INC. OF LUBBOCK. SEE PROGRAM SERVICE ACCOMPLISHMENTS ON PAGE 2 / SCHEDULE O FOR MORE INFORMATION.
IRS990/AllOtherContributionsAmt0929636
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IRS990/BooksInCareOfDetail/PersonNm0KENDRA SMITH
IRS990/BooksInCareOfDetail/PhoneNum08062816000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 B NORFOLK AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LUBBOCK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd079416
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IRS990/CYInvestmentIncomeAmt0323520
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IRS990/CYRevenuesLessExpensesAmt0584469
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0668687
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01253156
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/Desc0- RECEIVE DONATIONS, GIFTS AND GRANTS OF MONEY OR OTHER PROPERTY AND ADMINISTER AND EXPEND SUCH ASSETS UPON A CHARITABLE, EDUCATIONAL OR NON-PROFIT BASIS ON BEHALF OF CARILLON, INC.- PROVIDE FOR THE ESTABLISHMENT OF VARIOUS GENERAL AND SPECIAL FUNDS TO WHICH INTERESTED PERSONS MAY CONTRIBUTE FUNDS AND ASSETS FOR THE SUPPORT, MAINTENANCE AND CARE OF THE FACILITIES AND RESIDENTS OF CARILLON, INC.- PROVIDE ALTERNATIVE ENDOWMENT FUNDING ARRANGEMENTS FOR PROSPECTIVE RESIDENTS, PROVIDED THAT SUCH ARRANGEMENTS ARE FISCALLY RESPONSIBLE TO THE NEEDS OF THE FOUNDATION AND OF CARILLON, INC.- ASSIST CARILLON, INC. OF LUBBOCK IN PROVIDING AND CONTINUING TO PROVIDE HIGH-QUALITY MEDICAL CENTER CARE FOR ITS RESIDENTS AND OTHERS.- SUPPORT RESEARCH FOR THE BENEFIT OF THE PUBLIC DIRECTED TOWARD A BETTER UNDERSTANDING OF GERONTOLOGICAL DISEASES AND THE PROCESS OF AGING IN GENERAL.- PROVIDE SUPPORT FOR THE RECRUITMENT, RETENTION AND TRAINING OF QUALIFIED EMPLOYEES OF CARILLON, INC.- PROVIDE ASSISTANCE TO CARILLON, INC. FOR THE SUPPORT OF RESIDENTS WHO ARE IN FINANCIAL DIFFICULTY.
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR / TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0287226
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0653788
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt049318
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt049318
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0604470
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0604470
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0287226
IRS990/GrossReceiptsAmt01253156
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt036294
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036294
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt021657
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt021657
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01341762
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt029062
IRS990/LandBldgEquipCostOrOtherBssAmt035900
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST IN THE GENERAL SUPPORT AND CONTINUATION OF THE RETIREMENT COMMUNITY KNOWN AS CARILLON, INC. OF LUBBOCK.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01763834
IRS990/NetAssetsOrFundBalancesEOYAmt02344405
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0287226
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0287226
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3898
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0975
IRS990/OtherExpensesGrp/TotalAmt0975
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt075000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0315000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARSHA SHARP
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0339797
IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherExpensesAmt08602
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IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0426073
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0584469
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0929636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0339797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0293706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0209407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01838547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033437
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019158
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0174271
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72030
IRS990ScheduleA/PublicSupportPY170Pct00.87710
IRS990ScheduleA/PublicSupportTotal170Amt01449891
IRS990ScheduleA/SubstantialContributorsTotAmt0388656
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0929636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0339797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0293706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt066001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0209407
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01838547
IRS990ScheduleA/TotalSupportAmt02012818
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0969455
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0300
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01152306
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0196550
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt013998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0975593
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0969455
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt010316
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0928212
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0975593
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0902172
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0928212
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt012000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0808281
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt042096
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0902172
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051795
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt084654
IRS990ScheduleD/DonatedServicesUseFcltsAmt084654
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt029062
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06838
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035900
IRS990ScheduleD/ExpensesNotReportedAmt084654
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07086
IRS990ScheduleD/ExpensesSubtotalAmt0661601
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07086
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07086
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3898
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt080756
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07086
IRS990ScheduleD/RevenueSubtotalAmt01246070
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029062
IRS990ScheduleD/TotalExpensesPerForm990Amt0668687
IRS990ScheduleD/TotalRevenuePerForm990Amt01253156
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01326826
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0746255
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049318
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/RecipientTable/CashGrantAmt0604470
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARILLON INC
IRS990ScheduleI/RecipientTable/RecipientEIN0742070670
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01717 NORFOLK
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LUBBOCK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd079416
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION PROVIDES GRANT SUPPORT TO THE RELATED CCRC CAMPUS OF CARILLON INC. THE AMOUNT OF GRANT SUPPORT PROVIDED IS DISCUSSED AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. THESE GRANTS ARE GENERALLY UNCONDITIONAL AND RECOGNIZED AS EXPENSES IN THE PERIOD MADE OR APPROVED. THE FOUNDATION ALSO PROVIDES GRANT SUPPORT FOR INDIVIDUALS FOR EDUCATION SCHOLARSHIPS BASED ON THE INDIVIDUAL'S NEED AND APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS, AND A COPY OF THE FORM IS PROVIDED TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, A DISCLOSURE AND CONFLICT OF INTEREST DOCUMENT IS SIGNED BY THE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR (PAMELA RODDY) OF CARILLON, INC. IS AN EMPLOYEE OF LIFE CARE SERVICES MANAGEMENT CO. AS PART OF THE MANAGEMENT CONTRACT, SHE IS COMPENSATED THROUGH LIFE CARE SERVICES. COMPENSATION IS DETERMINED ANNUALLY AND APPROVED BY GOVERNANCE. THE CURRENT FOUNDATION DIRECTOR, SHANNON SMITH IS COMPENSATED BY CARILLON, INC., AND THE SALARY IS CONSIDERED AN IN-KIND CONTRIBUTION FROM CARILLON, INC. TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE THROUGH THE FOUNDATION OFFICE OR THE CARILLON, INC. ADMINISTRATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CARILLON HAS A MANAGEMENT AGREEMENT WITH LCS. PURSUANT TO THE AGREEMENT, LCS PROVIDES CARILLON'S EXECUTIVE DIRECTOR AND CERTAIN MANAGEMENT FINANCIAL SERVICES. DURING FISCAL YEAR 2021 AND 2020, TOTAL FEES PAID TO LCS WERE APPROXIMATELY $466,000 AND $450,000. PAM RODDY WAS ALSO AN EMPLOYEE OF LCS, AND SERVED AS THE ADMINISTRATOR AND EXECUTIVE DIRECTOR FOR CARILLON HOUSE. LCS PAID COMPENSATION TO PAM RODDY IN THE AMOUNT OF $120,044 FOR CALENDAR YEAR 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CARILLON INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742070670
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIFE CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01717 NORFOLK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LUBBOCK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd079416
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01

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