Civic Intelligence

Carillon Foundation Inc.

990 • Fiscal year 2015 • EIN 75-0123537

Jul 01, 2014 to Jun 30, 2015 • Filed on May 10, 2016

Organization ProfileWWW.CARILLONWEB.COM
1717 Norfolk AvenueLubbock, TX 79416

(806) 281-6500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

66th percentile

7.6%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$724,884

Up $50,903 (+7.6%) from 2014

Net Assets

Up

$724,884

Up $52,286 (+7.8%) from 2014

Liabilities

Down

$0

Down $1,383 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Up

$90,578

Up $21,400 (+31%) from 2014

Expenses

Down

$30,770

Down $76,389 (-71%) from 2014

Net Income

Up

$59,808

Up $97,789 (+257%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$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

2015

Assets$724,884
Liabilities$0
Net Assets$724,884
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$90,578
Expenses$30,770
Net Income$59,808
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 10, 2016
Return Version
2014v6.0
Gross Receipts
$219,006
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.

The mission of the carillon foundation is to accept charitable donations for the benefit of carillon lifecare community residents, family members and the citizens of west texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$588,618$617,722▲ $29,104
Cash and Non-Interest-Bearing Accounts$54,176$85,421▲ $31,245
Savings and Temporary Cash Investments$29,107$16,714▼ $12,393
Accounts Receivable$3,117$3,027▼ $90
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$677,018$724,884▲ $47,866
Other Assets Total$2,000$2,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,500$0▼ $4,500
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,500$0▼ $4,500
Net Assets / Fund Balance
Temporarily Rstr Net Assets$367,971$409,523▲ $41,552
Permanently Rstr Net Assets$304,547$315,361▲ $10,814
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$672,518$724,884▲ $52,366
Total Liabilities and Net Assets / Fund Balance$677,018$724,884▲ $47,866

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$304,547$3,275▲ $16,595$9,056$315,361
2013$269,085$2,468▲ $41,587$8,593$304,547
2012$257,395$850▲ $18,785$7,945$269,085
2011$266,008$550▼ $1,447$7,716$257,395
2010$253,298$776▲ $19,777$7,843$266,008
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Fred P WagnerChairman
Owen HamiltonVice Chairman
Beverly Byers Edd RnTrustee
Charles JoplinTrustee
Dr Bob AndersonTrustee
Jimmie MasonTrustee
Joe RapierTrustee
Marsha SharpTrustee
Robert FreemanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$59,852
Program Service Revenue
$0
Investment Income
$30,726
Other Revenue
$0
All Other Contributions
$59,852
Change in Net Assets
$59,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$84,006
Revenue Not Reported on Financial Statements
$6,572
Revenue Not Reported on Form 990
$37,558
Total Revenue per Audited Statements
$121,564
Total Revenue per Form 990
$90,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,170
Grants and Similar Amounts Paid$600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$16,689--$16,689
Fees for Service Investment Mgmnt Fees-$6,572-$6,572
Fees for Services Other$2,496$0$0$2,496
Advertising$808--$808
Grants to Domestic Individuals$600--$600
Total Functional Expenses$24,198$6,572$0$30,770

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$69,198
Expenses Not Reported on Form 990$45,000
Total Expenses per Form 990$30,770
Expenses per Audited Statements$24,198
Expenses Not Reported on Financial Statements$6,572
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, 11B

“Process to review the form 990 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, Question 12C

“Process for monitoring compliance with conflict of interest policy the organization internally reviews transactions for possible conflicts on a routine basis throughout the year.”

Form 990, Part VI, Question 19

“Governing documents available to the public the organization provides its governing documents, conflict of interest policy, and financial statements to the public only upon request.”

Filing and Contact Details

Filer

Filer Name
Carillon Foundation
EIN
75-0123537
In Care Of
% CHRIS DIANA
Phone
8062816500
Address
1717 NORFOLK AVENUE, LUBBOCK, TX 79416

Signing Officer

Name
Fred Wagner
Title
Chairman
Phone
8062816500
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Wagner
Formed
1985
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Bkd Llp
Address
2800 Post Oak Blvd Ste 3200, HOUSTON, TX 77056
Preparer
Amanda Maya
Phone
7134994600
Supplemental Narrative

Additional Explanations

Form 990, PART XII, LINE 2C

“The organization has answered no regarding a committee that assumes responsibility for overseeing the audit. The organization's entire board oversees the audit rather than a committee.”

Financial Statement Notes

Part V, Line 4

“To support carillon lifecare community residents.”

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IRS990/MissionDesc0The 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, students, caregivers and businesses throughout West Texas.
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IRS990/PrincipalOfficerNm0FRED WAGNER
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015006
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0235232
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4
IRS990ScheduleD/TotalExpensesPerForm990Amt030770
IRS990ScheduleD/TotalRevenuePerForm990Amt090578
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROCESS TO REVIEW THE FORM 990 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION INTERNALLY REVIEWS TRANSACTIONS FOR POSSIBLE CONFLICTS ON A ROUTINE BASIS THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS ANSWERED NO REGARDING A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT. THE ORGANIZATION'S ENTIRE BOARD OVERSEES THE AUDIT RATHER THAN A COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, QUESTION 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, QUESTION 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$724,884
Liabilities
$0
Net assets
$724,884
Revenue
$90,578
Expenses
$30,770
Net income
$59,808
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