Civic Intelligence

Carillon Foundation Inc.

990 • Fiscal year 2018 • EIN 75-0123537

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 31, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

41st percentile

$38,152

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

61st percentile

4.5%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,521,224

Up $65,869 (+4.5%) from 2017

Net Assets

Up

$1,521,224

Up $65,869 (+4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Down

$110,629

Down $192,561 (-64%) from 2017

Expenses

Down

$57,180

Down $345,740 (-86%) from 2017

Net Income

Up

$53,449

Up $153,179 (+154%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$1,521,224
Liabilities$0
Net Assets$1,521,224
Open 2018 Filing

Operations Trend

Revenue Growth3rd 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

2018

Revenue$110,629
Expenses$57,180
Net Income$53,449
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 31, 2019
Return Version
2017v2.3
Gross Receipts
$110,629
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$1,194,674$1,237,289▲ $42,615
Cash and Non-Interest-Bearing Accounts$134,684$209,949▲ $75,265
Pledges and Grants Receivable$105,000$53,500▼ $51,500
Investments Other Securities$19,870$19,870→ $0
Accounts Receivable$1,127$616▼ $511
Total Assets$1,455,355$1,521,224▲ $65,869
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$902,172$928,212▲ $26,040
Temporarily Rstr Net Assets$553,183$593,012▲ $39,829
Total Net Assets Fund Balance$1,455,355$1,521,224▲ $65,869
Total Liabilities and Net Assets / Fund Balance$1,455,355$1,521,224▲ $65,869

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$902,172$2,000▲ $77,602$12,000$969,774
2016$808,281$42,096▲ $51,795-$902,172
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
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Pam ParkmanPast Foundation DirectorFT$38,152$38,152
Shannon SmithFoundation DirectorFT$8,769$8,769

Board Members and Trustees

NameTitle
Fred WagnerChairman
Marsha SharpVice Chairman
J Scott WynnExecutive Director - Carillon, Inc.
Nita KieslingMember
Ray ThorntonMember
Sellie ShineMember
Len AinsworthSecretary / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,001
Program Service Revenue
$0
Investment Income
$44,628
Other Revenue
$0
All Other Contributions
$66,001
Change in Net Assets
$53,449

Audited Revenue Reconciliation

Revenue per Audited Statements
$110,629
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$100,865
Total Revenue per Audited Statements
$211,494
Total Revenue per Form 990
$110,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,904
Other Expenses$21,276
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,614--$28,614
Other Expenses$5,246$16,030-$21,276
Grants to Domestic Individuals$7,290--$7,290
Total Functional Expenses$41,150$16,030$0$57,180

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$145,625
Expenses Not Reported on Form 990$88,445
Expenses per Audited Statements$57,180
Total Expenses per Form 990$57,180
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carillon IncLubbock, TX501(c)(3)To Support Carillon Lifecare Community Residents$28,614
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 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 (j. Scott wynn) of carillon, inc. Is an employee of life care services management co. As part of the current management contract, he is compensated through life care services. Compensation is determined annually and approved by governance. The current foundation director, shannon smith, and the past foundation director, pam parkman, were 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. J. Scott wynn was an employee of lcs, an unrelated organization, and, under his employment for lcs, he served as the executive director for carillon inc., a related organization. Lcs paid compensation to j. Scott wynn in the amount of $155,073 for calendar year 2017.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Dr Fred Wagner
Title
Chairman
Phone
8062816000
Signed
2019-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Wagner
Formed
1985
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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.”

SCHEDULE I, PART II:

“Schedule i includes a grant to carillon, inc. (ein:74-2070670), a related organization, however, the amount included on schedule i differs in the amount reported on schedule b of carillon inc. On the 2017 form 990. The difference is due to a timing difference of when the carillon foundation recognized the the grant expense on their books versus when carillon inc. Recognized the amount of grant revenue received on their books.”

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.”

PART V, LINE 1C:

“The total of $77,602 net investment earnings, gains, and losses includes $31,480 related to the addition of the temporarily restricted endowment and $46,122 related to investment income.”

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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0105000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt053500
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FRED WAGNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0209407
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0400458
IRS990/PYInvestmentIncomeAmt095408
IRS990/PYOtherExpensesAmt02462
IRS990/PYOtherRevenueAmt0-1625
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-99730
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0402920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0303190
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt053449
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0209407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0994873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01361297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014671
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt099745
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92640
IRS990ScheduleA/PublicSupportPY170Pct00.93310
IRS990ScheduleA/PublicSupportTotal170Amt01353518
IRS990ScheduleA/SubstantialContributorsTotAmt07779
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0209407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0994873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031164
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01361297
IRS990ScheduleA/TotalSupportAmt01461042
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0902172
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0969774
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt077602
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt012000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0808281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt042096
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0902172
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051795
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0315361
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0504075
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0808281
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2027
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0304547
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03275
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0315361
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016595
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt09056
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0269085
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0304547
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08593
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt088445
IRS990ScheduleD/DonatedServicesUseFcltsAmt088445
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt088445
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt057180
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012420
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95710
IRS990ScheduleD/RevenueNotReportedAmt0100865
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0110629
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/ExplanationTxt2THE TOTAL OF $77,602 NET INVESTMENT EARNINGS, GAINS, AND LOSSES INCLUDES $31,480 RELATED TO THE ADDITION OF THE TEMPORARILY RESTRICTED ENDOWMENT AND $46,122 RELATED TO INVESTMENT INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 1C:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04290
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt057180
IRS990ScheduleD/TotalRevenuePerForm990Amt0110629
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0211494
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0145625
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07290
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt028614
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 (J. SCOTT WYNN) OF CARILLON, INC. IS AN EMPLOYEE OF LIFE CARE SERVICES MANAGEMENT CO. AS PART OF THE CURRENT MANAGEMENT CONTRACT, HE IS COMPENSATED THROUGH LIFE CARE SERVICES. COMPENSATION IS DETERMINED ANNUALLY AND APPROVED BY GOVERNANCE. THE CURRENT FOUNDATION DIRECTOR, SHANNON SMITH, AND THE PAST FOUNDATION DIRECTOR, PAM PARKMAN, WERE 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/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CARILLON HAS A MANAGEMENT AGREEMENT WITH LCS. PURSUANT TO THE AGREEMENT, LCS PROVIDES CARILLON'S EXECUTIVE DIRECTOR AND CERTAIN MANAGEMENT FINANCIAL SERVICES. J. SCOTT WYNN WAS AN EMPLOYEE OF LCS, AN UNRELATED ORGANIZATION, AND, UNDER HIS EMPLOYMENT FOR LCS, HE SERVED AS THE EXECUTIVE DIRECTOR FOR CARILLON INC., A RELATED ORGANIZATION. LCS PAID COMPENSATION TO J. SCOTT WYNN IN THE AMOUNT OF $155,073 FOR CALENDAR YEAR 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHEDULE I INCLUDES A GRANT TO CARILLON, INC. (EIN:74-2070670), A RELATED ORGANIZATION, HOWEVER, THE AMOUNT INCLUDED ON SCHEDULE I DIFFERS IN THE AMOUNT REPORTED ON SCHEDULE B OF CARILLON INC. ON THE 2017 FORM 990. THE DIFFERENCE IS DUE TO A TIMING DIFFERENCE OF WHEN THE CARILLON FOUNDATION RECOGNIZED THE THE GRANT EXPENSE ON THEIR BOOKS VERSUS WHEN CARILLON INC. RECOGNIZED THE AMOUNT OF GRANT REVENUE RECEIVED ON THEIR BOOKS.
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 XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6SCHEDULE I, PART II:
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
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0553183
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0593012
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01455355
IRS990/TotalAssetsEOYAmt01521224
IRS990/TotalAssetsGrp/BOYAmt01455355
IRS990/TotalAssetsGrp/EOYAmt01521224
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt066001
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016030
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041150
IRS990/TotalFunctionalExpensesGrp/TotalAmt057180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,521,224
Liabilities
$0
Net assets
$1,521,224
Revenue
$110,629
Expenses
$57,180
Net income
$53,449
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
2018Detailed filing. Detailed filing data is available for this year.$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