Carillon Foundation Inc
- Assets
- $1.9m
- Revenue
- $270.8k
- Investments
- $22.4k
- Employees
- 0
- Location
- Lubbock, TX
- Founding
- 06/1986
- Data as of
- 06/2022
- EIN
- 75-0123537
Organization Overview
Carillon Foundation Inc is located in Lubbock, TX. The organization was established in 1986. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carillon Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Carillon Foundation Inc generated $270.8k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.9% each year . All expenses for the organization totaled $559.6k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
- RECEIVE DONATIONS, GIFTS AND GRANTS OF MONEY OR OTHER PROPERTY AND ADMINISTER AND EXPEND SUCH ASSETS UPON A CHARITABLE, EDUCATIONAL OR NON-PROFIT BASIS ON BEHALF OF CARILLON, INC.- PROVIDE FOR THE ESTABLISHMENT OF VARIOUS GENERAL AND SPECIAL FUNDS TO WHICH INTERESTED PERSONS MAY CONTRIBUTE FUNDS AND ASSETS FOR THE SUPPORT, MAINTENANCE AND CARE OF THE FACILITIES AND RESIDENTS OF CARILLON, INC.- PROVIDE ALTERNATIVE ENDOWMENT FUNDING ARRANGEMENTS FOR PROSPECTIVE RESIDENTS, PROVIDED THAT SUCH ARRANGEMENTS ARE FISCALLY RESPONSIBLE TO THE NEEDS OF THE FOUNDATION AND OF CARILLON, INC.- ASSIST CARILLON, INC. OF LUBBOCK IN PROVIDING AND CONTINUING TO PROVIDE HIGH-QUALITY MEDICAL CENTER CARE FOR ITS RESIDENTS AND OTHERS.- SUPPORT RESEARCH FOR THE BENEFIT OF THE PUBLIC DIRECTED TOWARD A BETTER UNDERSTANDING OF GERONTOLOGICAL DISEASES AND THE PROCESS OF AGING IN GENERAL.- PROVIDE SUPPORT FOR THE RECRUITMENT, RETENTION AND TRAINING OF QUALIFIED EMPLOYEES OF CARILLON, INC.- PROVIDE ASSISTANCE TO CARILLON, INC. FOR THE SUPPORT OF RESIDENTS WHO ARE IN FINANCIAL DIFFICULTY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Laura Beth Pleasant Chairwoman | OfficerTrustee | 1 | $0 |
Stephen Browning Treasurer | OfficerTrustee | 2 | $0 |
Pat Russell Vice Chair | OfficerTrustee | 1 | $0 |
Shannon Smith Foundation Director | Officer | 40 | $0 |
Pamela Roddy Executive Director | Officer | 1 | $0 |
Marsha Sharp Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $274,445 |
| Noncash contributions included in lines 1a–1f | $1,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $274,445 |
| Total Program Service Revenue | $0 |
| Investment income | $62,359 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$66,023 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $270,781 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $475,145 |
| Grants and other assistance to domestic individuals. | $71,654 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $7,476 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $5,280 |
| Total functional expenses | $559,555 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $463,353 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $150,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,290,729 |
| Investments—other securities | $22,443 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,926,525 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $1,926,525 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,926,525 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Carillon Foundation Inc has recieved totaling $114.
| Awarding Organization | Amount |
|---|---|
Amica Companies Foundation Lincoln, RI PURPOSE: GENERAL PURPOSE | $88 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $26 |
Endowment Analysis
| Beg. Balance | $1,152,306 |
| Earnings | -$71,594 |
| Net Contributions | $50,575 |
| Other Expense | $954 |
| Ending Balance | $1,130,333 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Campus And Community Development Corporation Inc Austin, TX | $887,216,722 | $73,390,968 |
Highland Springs Inc Dallas, TX | $511,119,867 | $65,778,330 |
Buckner Retirement Services Inc Dallas, TX | $144,152,515 | $58,030,892 |
Eagles Trace Inc Houston, TX | $392,478,600 | $52,950,819 |
Presbyterian Village North Dallas, TX | $220,743,885 | $46,469,442 |
Montereau Inc Tulsa, OK | $185,837,162 | $41,785,985 |
Buckner Senior Living Inc Dallas, TX | $215,344,263 | $20,049,948 |
La Vida Llena Albuquerque, NM | $163,809,368 | $31,265,301 |
The Legacy Midtown Park Inc Dallas, TX | $173,980,133 | $7,399,995 |
Bst Senior Living West Inc San Antonio, TX | $112,083,644 | $24,466,156 |
Incarnate Word Retirement Community Inc San Antonio, TX | $10,969,268 | $19,152,851 |
Neighborhood In Rio Rancho Rio Rancho, NM | $43,319,912 | $14,930,529 |