Civic Intelligence

Carillon Oaks Foundation

990 • Fiscal year 2023 • EIN 88-3953612

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A
5450 Rangeline RoadMobile, AL 36619

(215) 287-6300

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

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

$1,574,426

No earlier filing loaded for comparison.

Net Assets

$1,574,426

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

$1,582,500

No earlier filing loaded for comparison.

Expenses

$8,074

No earlier filing loaded for comparison.

Net Income

$1,574,426

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$1,574,426
Liabilities$0
Net Assets$1,574,426
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$1,582,500
Expenses$8,074
Net Income$1,574,426
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$1,582,500
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-
Total Assets$0$1,574,426▲ $1,574,426
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$1,574,426-
Total Net Assets Fund Balance$0$1,574,426▲ $1,574,426
Total Liabilities and Net Assets / Fund Balance$0$1,574,426▲ $1,574,426

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$1,574,426--
Compensation and Service Providers
Top Officer Pay39th 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
$1,582,500
Change in Net Assets
$1,574,426

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,582,500
Total Revenue per Audited Statements
$1,582,500
Total Revenue per Form 990
$1,582,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,074
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$8,074--$8,074
Total Functional Expenses$8,074$0$0$8,074

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,074
Total Expenses per Audited Statements$8,074
Total Expenses per Form 990$8,074
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
2024-11-13
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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IRS990/GrantsToIndividualsInd0false
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0883953612
ReturnHeader/Filer/PhoneNum02152876300
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T16:35:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,574,426
Liabilities
$0
Net assets
$1,574,426
Revenue
$1,582,500
Expenses
$8,074
Net income
$1,574,426
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