CARILLON OAKS FOUNDATION

EIN: 883953612 501(c)(3) Human Services

MOBILE, AL

Total Revenue
$1,582,500
Total Expenses
$8,074
Total Assets
$1,574,426
Net Assets
$1,574,426
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
AL
Principal Officer
STUART COLEMAN
Phone
2152876300
Tax Period
2023-01-01 to 2023-12-31

CARILLON OAKS FOUNDATION, founded in 2022, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. The organization ran a surplus of $1.6M, a strong 99% operating margin.

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $1,582,500
TOTAL REVENUE $1,582,500

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $8,074
Other Expenses $8,074
TOTAL EXPENSES $8,074

Year-over-Year Comparison

2023 2022 Change
Revenue $1,582,500 N/A N/A
Expenses $8,074 N/A N/A
Net Income $1,574,426 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STUART COLEMAN DIRECTOR 1.00
Director
$0 $0 $0
JIMMIE THOMPSON III DIRECTOR 1.00
Director
$0 $0 $0
JERRY LATHAN DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,582,500 $8,074 $1,574,426 $1,574,426
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