2017-05-12T07:21:37-05:00 2016-06-30 BKD LLP 2800 Post Oak Blvd Ste 3200 HOUSTON TX 77056 990 2015-07-01 742070670 CARILLON INC % JON SORENSEN CARI 8062816500 1717 NORFOLK AVE LUBBOCK TX 79416 J SCOTT WYNN EXECUTIVE DIRECTOR 7134994600 2016-12-15 true Amanda Maya P01067777 7134994600 2015 2021-01-29 14:40:06Z CARILLON LIFECARE COMMUNITY JACK MCCLENDON 4206 89TH LUBBOCK TX 79423 30136816 false X WWW.CARILLONWEB.COM X 1975 TX TO PROVIDE OUR RESIDENTS WITH QUALITY, AFFORDABLE LIFECARE WHILE PROMOTING SECURITY, COMFORT,DIGNITY, INDEPENDENCE AND A STRONG FAMILY ATMOSPHERE. 9 9 562 10 0 0 44624 152880 23734270 24690291 168379 58765 74837 26239 24022110 24928175 12707 0 0 0 10988525 12276366 0 0 0 14710554 15105255 25711786 27381621 -1689676 -2453446 56638187 55117795 92082072 92933060 -35443885 -37815265 X PROVIDE OUR RESIDENTS WITH QUALITY, AFFORDABLE LIFECARE WHILE PROMOTING SECURITY, COMFORT, DIGNITY, INDEPENDENCE AND A STRONG FAMILY ATMOSPHERE. PROVIDE OUR EMPLOYEES WITH A SATISFYING WORK ENVIRONMENT AND THE TRAINING NECESSARY TO DELIVER EXCEPTIONAL SERVICES AND QUALITY CARE. BUILD STRONG RELATIONSHIPS BETWEEN CARILLON AND THE LUBBOCK COMMUNITY. BROADEN OUR KNOWLEDGE IN THE FIELD OF GENRONTOLOGY THROUGH RESEARCH AND EDUCATION TO ENHANCE THE QUALITY OF LIFE FOR SENIORS. false false 20556780 24705384 PROVIDING HEALTH CARE FACILITIES WITH SERVICES AVAILABLE SUCH AS HOSPITAL, NURSING CARE, AND OTHER LIVING CARE SERVICES TO SENIOR CITIZENS. ALL SERVICES PROVIDED IN A SECURE LIVING AREA. PROVIDING OUR EMPLOYEES WITH A SATISFYING WORK ENVIRONMENT AND THE TRAINING NECESSARY TO DELIVER EXCEPTIONAL SERVICES AND QUALITY CARE. BUILDING STRONG RELATIONSHIPS BETWEEN CARILLON AND THE LUBBOCK COMMUNITY. 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SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS TO FORM 990 REVENUE ON BOOKS, NOT ON RETURN EXPENSE IN AUDIT REVENUE $ (86,601) SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS TO FORM 990 EXPENSES ON RETURN, NOT ON BOOKS EXPENSE IN AUDIT REVENUE $ 86,601 A LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION 521313557 549208DS2 2005-12-15 6755000 REFINANCING/CONSTRUCTION false false false B LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION 521313557 549208DV5 2005-12-15 965000 REFINANCING/CONSTRUCTION false false false C LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION 521313557 549208DT0 2005-12-05 12845000 REFINANCING/CONSTRUCTION false false false D LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION 521313557 549208DU7 2005-12-05 37635000 REFINANCING/CONSTRUCTION false false false A 775635 0 6755000 634825 0 4454608 38662 0 0 7669919 0 0 2008 false true true true B 110805 0 965000 86500 0 0 261127 0 0 601451 0 0 2008 false false true true C 1474913 0 12845000 1207154 0 8464974 73518 0 0 14584768 0 0 2008 false true true true D 4321398 0 37635000 3536880 0 27152971 -135131 0 0 42732405 0 0 2008 false true true true A false false false false 0 true false false true B false false false false 0 true false false true C false false false false 0.00000 0.00000 0.00000 true false false true D false false false false 0.00000 0.00000 0.00000 true false false true A false false false true false false 0 false 0 false false B false false false true false false 0 false 0 false false C false false false true false false 0 false 0 false false D false false false true false false 0 false 0 false false A false B false C false D false PART IV, LINE 2C REBATE CALCULATION THE REBATE CALCULATION WAS PERFORMED IN SEPTEMBER 2016. A LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION 521313557 549208DW3 2005-12-15 4010000 REFINANCING/CONSTRUCTION false false false A 460444 0 4010000 375854 0 291468 22951 0 0 4553127 0 0 2008 false true true true A false false false false 0 true false false true A false false false true false false 0 false 0 false false A false FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF CONTROL TO A MANAGEMENT COMPANY OR OTHER PERSON CARILLON HAS A MANAGEMENT AGREEMENT WITH LCS. PURSUANT TO THE AGREEMENT, LCS PROVIDES CARILLON'S EXECUTIVE DIRECTOR AND CERTAIN MANAGEMENT FINANCIAL SERVICES. DURING 2016 AND 2015, TOTAL FEES PAID TO LCS WERE APPROXIMATELY $493,000 AND $560,000, RESPECTIVELY. gilbert carrasco waS AN EMPLOYEE OF LCS, AN UNRELATED ORGANIZATION through 6/30/2016, AND, UNDER HIS EMPLOYMENT FOR LCS, HE SERVEd AS THE EXECUTIVE DIRECTOR FOR CARILLON. LCS PAID COMPENSATION TO gilbert carrasco IN THE AMOUNT OF $138,336 FOR 2015. PER IRS GUIDANCE, NO COMPENSATION IS SHOWN ON FORM 990, PART VII, FOR gilbert carrasco. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990 THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS, AND A COPY OF THE FORM IS PROVIDED TO THE CHAIRMAN FOR A CURSORY REVIEW. A COPY IS ALSO PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION INTERNALLY REVIEWS TRANSACTIONS FOR POSSIBLE CONFLICTS ON A ROUTINE BASIS THROUGH OUT THE YEAR AND INCLUDES DISCUSSIONS AT BOARD MEETINGS TO ENSURE NO CHANGES EXIST FROM PRIOR DISCUSSION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS MADE AVAILABLE TO THE PUBLIC AS REQUIRED BY FINANCING, FINANCIAL STATEMENTS AND DEBT-RELATED ITEMS ARE DISCLOSED ON THE EMMA WEBSITE. ALL ITEMS REGARDING THE ORGANIZATION ARE AVAILABLE UPON REQUEST. CARILLON FOUNDATION 1717 NORFOLK LUBBOCK TX 79416 750123537 CHARITABLE TX 501(c)(3) 7 NA false false true true false false false false false false false false true true true true false true false false