Civic Intelligence

Carillon Oaks Foundation

EIN 88-3953612 • 501(c)3 • Mobile, AL

Profile

To enhance the quality of life for alabama seniors by developing properties with resort-level amenities and best in-class care in familiar places near family and friends.

5450 Rangeline RoadMobile, AL 36619

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,566,180

Down $8,246 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,566,180

Down $8,246 (-0.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,582,500 (-100%) from 2023

Expenses

Up

$8,246

Up $172 (+2.1%) from 2023

Net Income

Down

-$8,246

Down $1,582,672 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2023: $1,574,426Liabilities 2023: $0Net Assets 2023: $1,574,4262023Assets 2024: $1,566,180Liabilities 2024: $0Net Assets 2024: $1,566,1802024

Highlighted filing

2024

Assets$1,566,180
Liabilities$0
Net Assets$1,566,180
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2023: $1,582,500Expenses 2023: $8,074Net Income 2023: $1,574,4262023Revenue 2024: $0Expenses 2024: $8,246Net Income 2024: -$8,2462024

Highlighted filing

2024

Revenue$0
Expenses$8,246
Net Income-$8,246
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,566,180
Liabilities
$0
Net assets
$1,566,180
Revenue
$0
Expenses
$8,246
Net income
-$8,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.58$0.01$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To enhance the quality of life for alabama seniors by developing properties with resort-level amenities and best in-class care in familiar places near family and friends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,574,426$1,566,180▼ $8,246
Total Assets$1,574,426$1,566,180▼ $8,246
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,574,426$1,566,180▼ $8,246
Total Net Assets Fund Balance$1,574,426$1,566,180▼ $8,246
Total Liabilities and Net Assets / Fund Balance$1,574,426$1,566,180▼ $8,246

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$1,566,180--
Compensation and Service Providers
Top Officer Pay64th percentile

Board Members and Trustees

NameTitle
Jerry LathanDirector
Jimmie Thompson IiiDirector
Stuart ColemanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-8,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,246--$8,246
Total Functional Expenses$8,246$0$0$8,246

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,246
Total Expenses per Audited Statements$8,246
Total Expenses per Form 990$8,246
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
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Carillon Oaks Foundation
EIN
88-3953612
Phone
2152876300
Address
5450 RANGELINE ROAD, MOBILE, AL 36619

Signing Officer

Name
Stuart Coleman
Title
Director
Phone
2152876300
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Coleman
Formed
2022
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Wadovick & Company
Address
1300 DIVISION RD STE 104, WEST WARWICK, RI 02893
Preparer
Jeffrey D Wadovick CPA
Phone
4018234004
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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