Civic Intelligence

Carillon Foundation Inc.

990 • Fiscal year 2023 • EIN 75-0123537

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

Organization ProfileWWW.CARILLONLUBBOCK.COM/GIVE
4002 16th StLubbock, TX 79416

(806) 281-6137

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

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

Liabilities / Revenue

17th percentile

0.00x

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

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

Net Margin

56th percentile

7.0%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$65,634

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

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

Asset Growth

39th percentile

0.6%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

84th percentile

53%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,937,800

Up $11,275 (+0.6%) from 2022

Net Assets

Up

$1,937,800

Up $11,275 (+0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin56th percentile

Revenue

Up

$413,015

Up $142,234 (+53%) from 2022

Expenses

Down

$384,174

Down $175,381 (-31%) from 2022

Net Income

Up

$28,841

Up $317,615 (+110%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$1,937,800
Liabilities$0
Net Assets$1,937,800
Open 2023 Filing

Operations Trend

Revenue Growth84th 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

2023

Revenue$413,015
Expenses$384,174
Net Income$28,841
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 16, 2024
Return Version
2022v5.0
Gross Receipts
$427,815
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$1,290,729$1,267,596▼ $23,133
Cash and Non-Interest-Bearing Accounts$463,353$648,547▲ $185,194
Pledges and Grants Receivable$150,000--
Investments Other Securities$22,443$21,657▼ $786
Total Assets$1,926,525$1,937,800▲ $11,275
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,926,525$1,937,800▲ $11,275
Total Net Assets Fund Balance$1,926,525$1,937,800▲ $11,275
Total Liabilities and Net Assets / Fund Balance$1,926,525$1,937,800▲ $11,275

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,130,333$950▲ $29,960$10,000$1,151,243
2021$1,152,306$50,575▼ $71,594$954$1,130,333
2020$969,455$300▲ $196,550$13,998$1,152,307
2019$975,593$500▲ $3,678$10,316$969,455
2018$928,212$1,750▲ $45,631-$975,593
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Shannon SmithFoundation DirectorFT$65,634$65,634

Board Members and Trustees

NameTitle
Dr Fred WagnerChairman Emeritus
Laura Beth PleasantChairwoman
Kishor MehtaVice Chair
Pamela RoddyExecutive Director
Diane PowellMember
Elizabeth HaleyMember
Marsha SharpMember
Pat RussellMember
Stephen BrowningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$358,893
Program Service Revenue
$0
Investment Income
$54,122
Other Revenue
$0
All Other Contributions
$358,893
Change in Net Assets
$28,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$406,294
Revenue Not Reported on Financial Statements
$6,721
Revenue Not Reported on Form 990
$66,309
Total Revenue per Audited Statements
$472,603
Total Revenue per Form 990
$413,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$373,848
Other Expenses$10,326
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$288,895--$288,895
Grants to Domestic Individuals$84,953--$84,953
Fees for Service Investment Mgmnt Fees-$6,721-$6,721
Other Expenses-$3,605-$3,605
Total Functional Expenses$373,848$10,326$0$384,174

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$461,328
Total Expenses per Form 990$384,174
Expenses per Audited Statements$377,453
Expenses Not Reported on Form 990$83,875
Expenses Not Reported on Financial Statements$6,721
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carillon IncLubbock, TX501(c)(3)To Support Carillon Lifecare Community Residents$251,724
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 2023 and 2022, total fees paid to lcs were approximately $492,000 and $462,000. 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 $171,818 for calendar year 2022.”

Filing and Contact Details

Filer

Filer Name
Carillon Foundation
EIN
75-0123537
Phone
8062816137
Address
4002 16TH ST, LUBBOCK, TX 79416

Signing Officer

Name
Marsha Sharp
Title
Chairwoman
Phone
8062816000
Signed
2024-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Beth Pleasant
Formed
1985
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Jeff Parker
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.”

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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03605
IRS990/OtherExpensesGrp/TotalAmt03605
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0150000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA BETH PLEASANT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0274445
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0546799
IRS990/PYInvestmentIncomeAmt0-3664
IRS990/PYOtherExpensesAmt012756
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-288774
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0559555
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0270781
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028841
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0358893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0274445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0929636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0339797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0293706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02196477
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt060540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033437
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0244900
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64390
IRS990ScheduleA/PublicSupportPY170Pct00.65830
IRS990ScheduleA/PublicSupportTotal170Amt01572094
IRS990ScheduleA/SubstantialContributorsTotAmt0624383
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0358893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0274445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0929636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0339797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0293706
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02196477
IRS990ScheduleA/TotalSupportAmt02441377
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/BeginningYearBalanceAmt01130333
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0950
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01151243
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt029960
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01152306
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050575
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01130333
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-71594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0954
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0969455
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01152307
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0196550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt013998
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0975593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0969455
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010316
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0928212
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0975593
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045631
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt083875
IRS990ScheduleD/DonatedServicesUseFcltsAmt083875
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt083875
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06721
IRS990ScheduleD/ExpensesSubtotalAmt0377453
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06721
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06721
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-17566
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt066309
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06721
IRS990ScheduleD/RevenueSubtotalAmt0406294
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0384174
IRS990ScheduleD/TotalRevenuePerForm990Amt0413015
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0472603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0461328
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt084953
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt0251724
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt037171
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0MISCELLANEOUS ITEMS
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/RecipientTable/ValuationMethodUsedDesc0FMV
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/ExplanationTxt1THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 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 2023 AND 2022, TOTAL FEES PAID TO LCS WERE APPROXIMATELY $492,000 AND $462,000. 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 $171,818 FOR CALENDAR YEAR 2022.
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
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,937,800
Liabilities
$0
Net assets
$1,937,800
Revenue
$413,015
Expenses
$384,174
Net income
$28,841
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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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