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Carillon Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$413k (2023)

Expenses
$384k (2023)

Total Assets
$1.94M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$413,015
Expenses
$384,174
Net Income
$28,841
Net Assets
$1,937,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $358,893
86.9%
Program Services $0
Investment Income $60,540
14.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,418
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,937,800
Total Liabilities $0
Net Assets $1,937,800
Compensation
Key Employees and Officers Compensation Related Other
Marsha Sharp (Member) $0 $0 $0
Laura Beth Pleasant (Chairwoman) $0 $0 $0
Dr Fred Wagner (Chairman Emeritus) $0 $0 $0
Elizabeth Haley (Member) $0 $0 $0
Stephen Browning (Treasurer) $0 $0 $0
Pat Russell (Member) $0 $0 $0
Diane Powell (Member) $0 $0 $0
Kishor Mehta (Vice Chair) $0 $0 $0
Shannon Smith (Foundation Director) $0 $65,634 $0
Pamela Roddy (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$270,781
Expenses
$559,555
Net Income
-$288,774
Net Assets
$1,926,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $274,445
> 100%
Program Services $0
Investment Income $62,359
23.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$66,023
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,926,525
Total Liabilities $0
Net Assets $1,926,525
Compensation
Key Employees and Officers Compensation Related Other
Marsha Sharp (Member) $0 $0 $0
Laura Beth Pleasant (Chairwoman) $0 $0 $0
Henry Huneke (Member) $0 $0 $0
Sellie Shine (Member) $0 $0 $0
Dr Fred Wagner (Chairman Emeritus) $0 $0 $0
Elizabeth Haley (Member) $0 $0 $0
Lee Mazurek (Member (Term Ended 4/22)) $0 $0 $0
Stephen Browning (Treasurer) $0 $0 $0
Pat Russell (Vice Chair) $0 $0 $0
Shannon Smith (Foundation Director) $0 $68,959 $0
Pamela Roddy (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,253,156
Expenses
$668,687
Net Income
$584,469
Net Assets
$2,344,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $929,636
74.2%
Program Services $0
Investment Income $36,294
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $287,226
22.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,344,405
Total Liabilities $0
Net Assets $2,344,405
Compensation
Key Employees and Officers Compensation Related Other
Marsha Sharp (Chairwoman) $0 $0 $0
Ray Thornton (Former Vice Chair / Treasurer) $0 $0 $0
Laura Beth Pleasant (Member) $0 $0 $0
Henry Huneke (Member) $0 $0 $0
Sellie Shine (Member) $0 $0 $0
Dr Fred Wagner (Chairman Emeritus) $0 $0 $0
Elizabeth Haley (Member) $0 $0 $0
Lee Mazurek (Member) $0 $0 $0
Stephen Browning (Vice Chair / Treasurer) $0 $0 $0
Shannon Smith (Foundation Director) $0 $58,132 $0
Pamela Roddy (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$426,073
Expenses
$170,830
Net Income
$255,243
Net Assets
$1,763,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $339,797
79.8%
Program Services $0
Investment Income $52,270
12.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,006
8.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,763,834
Total Liabilities $0
Net Assets $1,763,834
Compensation
Key Employees and Officers Compensation Related Other
Shannon Smith (Member) $65,000 $0 $0
Marsha Sharp (Chairwoman) $0 $0 $0
Ray Thornton (Vice Chair / Treasurer) $0 $0 $0
Laura Beth Pleasant (Member) $0 $0 $0
Henry Huneke (Member) $0 $0 $0
Sellie Shine (Member) $0 $0 $0
Kendra Smith (Member) $0 $0 $0
Dr Fred Wagner (Chairman Emeritus) $0 $0 $0
Pamela Roddy (Executive Director) $0 $0 $0
J Scott Wynn (Former Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$372,067
Expenses
$339,703
Net Income
$32,364
Net Assets
$1,570,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $293,706
78.9%
Program Services $0
Investment Income $33,437
9.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,924
12.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,570,331
Total Liabilities $0
Net Assets $1,570,331
Compensation
Key Employees and Officers Compensation Related Other
Marsha Sharp (Chairman) $0 $0 $0
Len Ainsworth (Secretary / Treasurer) $0 $0 $0
Nita Kiesling (Member) $0 $0 $0
Sellie Shine (Member) $0 $0 $0
0 Ray Thornton (Member) $0 $0 $0
J Scott Wynn (Executive Director, Carillon, Inc.) $0 $0 $0
Shannon Smith (Foundation Director) $0 $68,327 $3,123

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$110,629
Expenses
$57,180
Net Income
$53,449
Net Assets
$1,521,224
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,001
59.7%
Program Services $0
Investment Income $33,112
29.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,516
10.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,521,224
Total Liabilities $0
Net Assets $1,521,224
Compensation
Key Employees and Officers Compensation Related Other
Fred Wagner (Chairman) $0 $0 $0
Marsha Sharp (Vice Chairman) $0 $0 $0
Len Ainsworth (Secretary / Treasurer) $0 $0 $0
Nita Kiesling (Member) $0 $0 $0
Sellie Shine (Member) $0 $0 $0
Ray Thornton (Member) $0 $0 $0
J Scott Wynn (Executive Director Carillon, Inc.) $0 $0 $0
Shannon Smith (Foundation Director) $0 $8,769 $0
Pam Parkman (Past Foundation Director) $0 $37,864 $288

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$303,190
Expenses
$402,920
Net Income
-$99,730
Net Assets
$1,455,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $209,407
69.1%
Program Services $0
Investment Income $19,158
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,625
Sales of Assets $76,250
25.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,455,355
Total Liabilities $0
Net Assets $1,455,355
Compensation
Key Employees and Officers Compensation Related Other
Fred Wagner (Chairman) $0 $0 $0
Marsha Sharp (Vice Chairman) $0 $0 $0
Len Ainsworth (Secretary / Treasurer) $0 $0 $0
Bob Anderson (Member) $0 $0 $0
Nita Kiesling (Member) $0 $0 $0
Jimmie Masson (Member) $0 $0 $0
Sellie Shine (Member) $0 $0 $0
Ray Thornton (Member) $0 $0 $0
J Scott Wynn (Ceo Carillon, Inc. / Ex Officio Member) $0 $0 $0
Pam Parkman (Past Foundation Director) $0 $98,162 $1,327

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,006,500
Expenses
$179,809
Net Income
$826,691
Net Assets
$1,549,904
Notable Sources of Revenue Percent of Total Revenue
Contributions $994,873
98.8%
Program Services $0
Investment Income $15,032
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,405
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,549,904
Total Liabilities $0
Net Assets $1,549,904
Compensation
Key Employees and Officers Compensation Related Other
Fred P Wagner (Chairman) $0 $0 $0
Marsha Sharp (Vice Chairpe) $0 $0 $0
Dr Len Ainsworth (Treasurer) $0 $0 $0
Dr Robert Anderson (Trustee) $0 $0 $0
Beverly Byers Edd Rn (Trustee) $0 $0 $0
Charles Joplin (Trustee) $0 $0 $0
Jimmie Mason (Trustee) $0 $0 $0
Joe Rapier (Trustee) $0 $0 $0
Sellie Shine (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,578
Expenses
$30,770
Net Income
$59,808
Net Assets
$724,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,852
66.1%
Program Services $0
Investment Income $17,772
19.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,954
14.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $724,884
Total Liabilities $0
Net Assets $724,884
Compensation
Key Employees and Officers Compensation Related Other
Fred P Wagner (Chairman) $0 $0 $0
Owen Hamilton (Vice Chairman) $0 $0 $0
Joe Rapier (Trustee) $0 $0 $0
Dr Bob Anderson (Trustee) $0 $0 $0
Beverly Byers Edd Rn (Trustee) $0 $0 $0
Jimmie Mason (Trustee) $0 $0 $0
Robert Freeman (Trustee) $0 $0 $0
Marsha Sharp (Trustee) $0 $0 $0
Charles Joplin (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,178
Expenses
$107,159
Net Income
-$37,981
Net Assets
$672,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,164
45.0%
Program Services $0
Investment Income $14,671
21.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,343
33.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $673,981
Total Liabilities $1,383
Net Assets $672,598
Compensation
Key Employees and Officers Compensation Related Other
Dr Robert Anderson (Trustee) $0 $0 $0
Beverly Byers (Trustee) $0 $0 $0
Owen Hamilton (Vice Chairman) $0 $0 $0
Robert Freeman (Trustee) $0 $0 $0
Joe Rapier (Trustee) $0 $0 $0
Marsha Sharp (Trustee) $0 $0 $0
Charles Joplin (Trustee) $0 $0 $0
Jimmie Mason (Trustee) $0 $0 $0
Fred Wagner (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$68,629
Expenses
$37,658
Net Income
$30,971
Net Assets
$646,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,154
23.5%
Program Services $0
Investment Income $17,604
25.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,871
50.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $647,502
Total Liabilities $1,383
Net Assets $646,119

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$126,849
Expenses
$120,097
Net Income
$6,752
Net Assets
$616,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,291
74.3%
Program Services $0
Investment Income $15,006
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,552
13.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $617,902
Total Liabilities $1,383
Net Assets $616,519

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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