Civic Intelligence

Carillon Foundation Inc.

990 • Fiscal year 2016 • EIN 75-0123537

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 16, 2016

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

(806) 281-6500

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

96th percentile

114%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1011%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,549,904

Up $825,020 (+114%) from 2015

Net Assets

Up

$1,549,904

Up $825,020 (+114%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Up

$1,006,500

Up $915,922 (+1011%) from 2015

Expenses

Up

$179,809

Up $149,039 (+484%) from 2015

Net Income

Up

$826,691

Up $766,883 (+1282%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$1,549,904
Liabilities$0
Net Assets$1,549,904
Open 2016 Filing

Operations Trend

Revenue Growth99th 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

2016

Revenue$1,006,500
Expenses$179,809
Net Income$826,691
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 16, 2016
Return Version
2015v3.0
Gross Receipts
$1,275,450
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$619,722$627,480▲ $7,758
Savings and Temporary Cash Investments$16,714$521,080▲ $504,366
Cash and Non-Interest-Bearing Accounts$85,421$276,844▲ $191,423
Pledges and Grants Receivable-$124,500-
Accounts Receivable$3,027--
Total Assets$724,884$1,549,904▲ $825,020
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$315,361$808,281▲ $492,920
Temporarily Rstr Net Assets$409,523$741,623▲ $332,100
Total Net Assets Fund Balance$724,884$1,549,904▲ $825,020
Total Liabilities and Net Assets / Fund Balance$724,884$1,549,904▲ $825,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$315,361$504,075▼ $2,027$9,128$808,281
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Fred P WagnerChairman
Marsha SharpVice Chairpe
Beverly Byers Edd RnTrustee
Charles JoplinTrustee
Dr Robert AndersonTrustee
Jimmie MasonTrustee
Joe RapierTrustee
Sellie ShineTrustee
Dr Len AinsworthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$994,873
Program Service Revenue
$0
Investment Income
$11,627
Other Revenue
$0
All Other Contributions
$994,873
Change in Net Assets
$826,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,000,034
Revenue Not Reported on Financial Statements
$6,466
Revenue Not Reported on Form 990
$126,226
Total Revenue per Audited Statements
$1,126,260
Total Revenue per Form 990
$1,006,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,609
Grants and Similar Amounts Paid$3,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$170,143--$170,143
Fees for Service Investment Mgmnt Fees-$6,466-$6,466
Grants to Domestic Individuals$3,200--$3,200
Total Functional Expenses$173,343$6,466$0$179,809

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$301,240
Total Expenses per Form 990$179,809
Expenses per Audited Statements$173,343
Expenses Not Reported on Form 990$127,897
Expenses Not Reported on Financial Statements$6,466
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
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, Page 6, Part VI, 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, Page 6, Part VI, Line 12C

“The organization internally reviews transactions for possible conflicts on a routine basis throughout the year.”

Form 990, Page 6, Part VI, Line 19

“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
Phone
8062816500
Address
1717 NORFOLK AVE, LUBBOCK, TX 79416

Signing Officer

Name
Fred P Wagner
Title
Chairman
Phone
8062816137
Signed
2016-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred P Wagner
Formed
1985
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Mcmahon Vinson Bennett Llp
Address
7822 ORLANDO AVE, LUBBOCK, TX 79423-1942
Preparer
Jeff Vinson
Phone
8067950470
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part IX, Line 11G

“Professional fees 8,833 0 0 wellness 1,973 0 0 program expenses 159,337 0 0”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“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, SUTDENTS, CAREGIVERS AND BUSINESSES THROUGHOUT WEST TEXAS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleD/TotalRevenuePerForm990Amt01006500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE ORGANIZATION INTERNALLY REVIEWS TRANSACTIONS FOR POSSIBLE CONFLICTS ON A ROUTINE BASIS THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES 8,833 0 0 WELLNESS 1,973 0 0 PROGRAM EXPENSES 159,337 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742070670
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0FRED P WAGNER
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ReturnHeader/BusinessOfficerGrp/PhoneNum08062816137
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARILLON FOUNDATION
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,549,904
Liabilities
$0
Net assets
$1,549,904
Revenue
$1,006,500
Expenses
$179,809
Net income
$826,691
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
2016Detailed filing. Detailed filing data is available for this year.$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