Civic Intelligence

Carroll High School PTO

EIN 61-1535973 • 501(c)3 • Southlake, TX

Profile

Parent-teacher-student organization

1501 W Southlake BlvdSouthlake, TX 76092

www.southlakecarrollpto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

50th percentile

1.6%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

2.5%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$199,605

Up $4,878 (+2.5%) from 2024

Liabilities

Flat

$15,760

Flat from 2024

Net Assets

Up

$183,845

Up $4,878 (+2.7%) from 2024

Revenue

Down

$286,557

Down $33,635 (-11%) from 2024

Expenses

Up

$282,020

Up $53,200 (+23%) from 2024

Net Income

Down

$4,537

Down $86,835 (-95%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $86,736Liabilities 2012: $0Net Assets 2012: $86,7362012Assets 2013: $118,172Liabilities 2013: $8,675Net Assets 2013: $109,4972013Assets 2014: $129,651Liabilities 2014: $18,709Net Assets 2014: $110,9422014Assets 2015: $101,908Liabilities 2015: $18,913Net Assets 2015: $82,9952015Assets 2016: $82,453Liabilities 2016: $17,160Net Assets 2016: $65,2932016Assets 2017: $83,947Liabilities 2017: $17,265Net Assets 2017: $66,6822017Assets 2018: $87,253Liabilities 2018: $25,490Net Assets 2018: $61,7632018Assets 2019: $91,021Liabilities 2019: $28,434Net Assets 2019: $62,5872019Assets 2020: $109,032Liabilities 2020: $0Net Assets 2020: $109,0322020Assets 2021: $112,639Net Assets 2021: $112,6392021Assets 2022: $130,773Liabilities 2022: $25,804Net Assets 2022: $104,9692022Assets 2023: $104,355Liabilities 2023: $16,760Net Assets 2023: $87,5952023Assets 2024: $194,727Liabilities 2024: $15,760Net Assets 2024: $178,9672024Assets 2025: $199,605Liabilities 2025: $15,760Net Assets 2025: $183,8452025

Highlighted filing

2025

Assets$199,605
Liabilities$15,760
Net Assets$183,845

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $207,541Expenses 2012: $186,612Net Income 2012: $20,9292012Expenses 2013: $186,5432013Revenue 2014: $196,256Expenses 2014: $194,811Net Income 2014: $1,4452014Revenue 2015: $180,771Expenses 2015: $208,718Net Income 2015: -$27,9472015Revenue 2016: $189,796Expenses 2016: $207,498Net Income 2016: -$17,7022016Revenue 2017: $201,764Expenses 2017: $200,375Net Income 2017: $1,3892017Revenue 2018: $213,642Expenses 2018: $218,561Net Income 2018: -$4,9192018Revenue 2019: $232,076Expenses 2019: $231,252Net Income 2019: $8242019Revenue 2020: $210,749Expenses 2020: $164,429Net Income 2020: $46,3202020Revenue 2021: $185,146Expenses 2021: $181,539Net Income 2021: $3,6072021Revenue 2022: $263,314Expenses 2022: $270,984Net Income 2022: -$7,6702022Revenue 2023: $280,569Expenses 2023: $297,943Net Income 2023: -$17,3742023Revenue 2024: $320,192Expenses 2024: $228,820Net Income 2024: $91,3722024Revenue 2025: $286,557Expenses 2025: $282,020Net Income 2025: $4,5372025

Highlighted filing

2025

Revenue$286,557
Expenses$282,020
Net Income$4,537

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.16$1.84$2.87$2.82$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.16$1.79$3.20$2.29$0.91
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.17$0.88$2.81$2.98$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.26$1.05$2.63$2.71$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.85$1.82$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$2.11$1.64$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.28$0.63$2.32$2.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.25$0.62$2.14$2.19$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.17$0.67$2.02$2.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.17$0.65$1.90$2.07$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.19$0.83$1.81$2.09$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.19$1.11$1.96$1.95$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.09$1.09$1.87
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$2.08$1.87$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.0
Gross Receipts
$286,557
Mission and Program Overview

Mission

Parent-teacher-student organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$96,008$98,864▲ $2,856
Savings and Temporary Cash Investments$93,719$95,741▲ $2,022
Prepaid Expenses and Deferred Charges$5,000$5,000→ $0
Total Assets$194,727$199,605▲ $4,878
Liabilities
Deferred Revenue$15,760$15,760→ $0
Total Liabilities$15,760$15,760→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$178,967$183,845▲ $4,878
Total Net Assets Fund Balance$178,967$183,845▲ $4,878
Total Liabilities and Net Assets / Fund Balance$194,727$199,605▲ $4,878
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carrie AlanizPresident
Holly DavidgeParliamentar
Swathi KankanalaSecretary
Heather CurtisTreasurer
Leah CampbellVP
Revenue and Support

Revenue Composition

Contributions and Grants
$28,165
Program Service Revenue
$256,711
Investment Income
$1,681
Other Revenue
$0
Change in Net Assets
$4,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,262
Grants and Similar Amounts Paid$75,758
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,758--$75,758
All Other Expenses$26,782--$26,782
Other Expenses$19,127--$19,127
Fees for Services Accounting-$625-$625
Insurance-$530-$530
Total Functional Expenses$280,865$1,155$0$282,020
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chscshs Wish List ItemsSouthlake, TX--$75,758
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
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
No
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

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Carroll High School Pto
EIN
61-1535973
Phone
8177812062
Address
1501 W SOUTHLAKE BLVD, SOUTHLAKE, TX 76092

Signing Officer

Name
Heather Curtis
Title
Treasurer
Phone
2149089075
Signed
2025-10-27

Organization Details

Principal Officer
Heather Curtis
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Pineider Ford & Associates Pllc
Address
2241 E CONTINENTAL BLVD STE 140, SOUTHLAKE, TX 76092-9782
Preparer
Paul J Pineider
Phone
8174103700
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Hospitality- benefits teachers, students, parents and administrators by providing food at meetings. Also includes a teacher luncheon. Miscellaneous

Raw XML Appendix315 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
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IRS990/Form990PartVIISectionAGrp/PersonNm3HOLLY DAVIDGE
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt075758
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0286557
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/InsuranceGrp/ManagementAndGeneralAmt0530
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt028165
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc3SENIOR GRADUATION NIGHT
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOSPITALITY- BENEFITS TEACHERS, STUDENTS, PARENTS AND ADMINISTRATORS BY PROVIDING FOOD AT MEETINGS. ALSO INCLUDES A TEACHER LUNCHEON. MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalLiabilitiesGrp/BOYAmt015760
IRS990/TotalLiabilitiesGrp/EOYAmt015760
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0178967
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0183845
IRS990/TotalOtherProgSrvcExpenseAmt0172447
IRS990/TotalOtherProgSrvcGrantAmt075758
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt024297
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt024297
IRS990/TotalProgramServiceExpensesAmt0280865
IRS990/TotalProgramServiceRevenueAmt0256711
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0258392
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0286557
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0194727
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0199605
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01501 W SOUTHLAKE BLVD
IRS990/USAddress/CityNm0SOUTHLAKE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076092
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://WWW.SOUTHLAKECARROLLPTO.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02149089075
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARROLL HIGH SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0611535973
ReturnHeader/Filer/PhoneNum08177812062
ReturnHeader/Filer/USAddress/AddressLine1Txt01501 W SOUTHLAKE BLVD
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02241 E CONTINENTAL BLVD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760929782
ReturnHeader/PreparerPersonGrp/PhoneNum08174103700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J PINEIDER
ReturnHeader/ReturnTs02025-10-28T09:11:54-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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