Civic Intelligence

Carroll Education Foundation Inc.

990 • Fiscal year 2015 • EIN 75-2638646

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization ProfileWWW.SOUTHLAKECEF.ORG
PO Box 93041Southlake, TX 76092-1041

(817) 949-7064

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$50,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

49%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,264,392

Up $138,983 (+12%) from 2014

Net Assets

Up

$1,264,392

Up $138,983 (+12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

Up

$297,433

Up $97,604 (+49%) from 2014

Expenses

Down

$193,670

Down $20,752 (-9.7%) from 2014

Net Income

Up

$103,763

Up $118,356 (+811%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $951,517Liabilities 2011: $500Net Assets 2011: $951,0172011Assets 2012: $1,015,058Liabilities 2012: $500Net Assets 2012: $1,014,5582012Assets 2013: $1,156,256Liabilities 2013: $500Net Assets 2013: $1,155,7562013Assets 2014: $1,125,409Liabilities 2014: $0Net Assets 2014: $1,125,4092014Assets 2015: $1,264,392Liabilities 2015: $0Net Assets 2015: $1,264,3922015Assets 2016: $1,389,723Liabilities 2016: $131Net Assets 2016: $1,389,5922016Assets 2017: $1,511,189Liabilities 2017: $0Net Assets 2017: $1,511,1892017Assets 2018: $1,478,705Liabilities 2018: $0Net Assets 2018: $1,478,7052018Assets 2019: $1,705,350Liabilities 2019: $0Net Assets 2019: $1,705,3502019Assets 2020: $1,058,840Liabilities 2020: $34,200Net Assets 2020: $1,024,6402020Assets 2021: $988,158Liabilities 2021: $0Net Assets 2021: $988,1582021Assets 2022: $635,201Liabilities 2022: $0Net Assets 2022: $635,2012022Assets 2023: $639,318Liabilities 2023: $0Net Assets 2023: $639,3182023Assets 2024: $540,550Liabilities 2024: $0Net Assets 2024: $540,5502024

Highlighted filing

2015

Assets$1,264,392
Liabilities$0
Net Assets$1,264,392
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $241,822Expenses 2011: $227,870Net Income 2011: $13,9522011Revenue 2012: $194,456Expenses 2012: $203,157Net Income 2012: -$8,7012012Revenue 2013: $265,697Expenses 2013: $204,249Net Income 2013: $61,4482013Revenue 2014: $199,829Expenses 2014: $214,422Net Income 2014: -$14,5932014Revenue 2015: $297,433Expenses 2015: $193,670Net Income 2015: $103,7632015Revenue 2016: $283,345Expenses 2016: $202,420Net Income 2016: $80,9252016Revenue 2017: $491,275Expenses 2017: $238,523Net Income 2017: $252,7522017Revenue 2018: $56,205Expenses 2018: $76,225Net Income 2018: -$20,0202018Revenue 2019: $436,146Expenses 2019: $237,974Net Income 2019: $198,1722019Revenue 2020: $593,428Expenses 2020: $1,269,138Net Income 2020: -$675,7102020Revenue 2021: $748,585Expenses 2021: $925,465Net Income 2021: -$176,8802021Revenue 2022: $734,619Expenses 2022: $937,369Net Income 2022: -$202,7502022Revenue 2023: $755,255Expenses 2023: $748,493Net Income 2023: $6,7622023Revenue 2024: $790,364Expenses 2024: $866,429Net Income 2024: -$76,0652024

Highlighted filing

2015

Revenue$297,433
Expenses$193,670
Net Income$103,763
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$436,778
Mission and Program Overview

Mission

To provide financial assistance to the teachers and students of the Carroll Independent School District.

To provide financial assistance to the teachers and students of the carroll independent school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,125,409$1,264,392▲ $138,983
Investments in Publicly Traded Securities$1,122,128$1,079,637▼ $42,491
Receivables From Officers Etc-$102,269-
Cash and Non-Interest-Bearing Accounts$2,564$82,486▲ $79,922
Savings and Temporary Cash Investments$717--
Total Assets$1,125,409$1,264,392▲ $138,983
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,125,409$1,264,392▲ $138,983
Total Liabilities and Net Assets / Fund Balance$1,125,409$1,264,392▲ $138,983
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura GrosskopfExecutive DiFT$50,000$50,000

Board Members and Trustees

NameTitle
Mimi TranPresident/di
David ParrishAt Large/Director
Lisa QuinnAt Large/Director
Anthony EricksonDirector
Christopher ArcherDirector
Danielle VaughnDirector
Ed AdamsDirector
Heather JarvisDirector
James Aughenbaugh IiDirector
Kathy TalleyDirector
Nathan TaylorDirector
Nicole TesorieroDirector
Nolan OgdenDirector
Rich ChamberlainDirector
Robin AustinDirector
Ron TeerDirector
Sarah MasonDirector
Sheila HallimanDirector
Shelly PowellDirector
Sherri WilliamsDirector
Stephanie MooneyDirector
Stephanie PenningtonDirector
Vanessa HornyakDirector
Jonathan PikeAt Large/di
Kelli HendersonPast Pres/di
Chuck KoskovichPres Elect/d
Shannon GuthrieSecretary/di
Todd CarltonTreasurer/di
Revenue and Support

Revenue Composition

Contributions and Grants
$199,579
Program Service Revenue
$0
Investment Income
$66,824
Other Revenue
$31,030
All Other Contributions
$81,582
Change in Net Assets
$103,763

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table23$17,289Fair Market Value (FMV)
Clothing and Household Goods-$15,791Fair Market Value (FMV)
Other Non Cash Contri Table4$12,800Fair Market Value (FMV)
Other Non Cash Contri Table104$9,497Fair Market Value (FMV)
Other Non Cash Contri Table2$2,800Fair Market Value (FMV)
Works of Art1$60Fair Market Value (FMV)
Total Noncash Contributions134$58,237-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,476
Salaries, Compensation, and Employee Benefits$61,940
Other Expenses$40,254
Total Fundraising Expense$26,703
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$91,326--$91,326
Current Officers, Directors, Trustees, and Key Employees$12,510$20,016$17,513$50,039
Office Expenses-$9,477$19$9,496
Fees for Service Investment Mgmnt Fees-$8,266-$8,266
Comp Disqual Persons$2,019$3,230$2,827$8,076
Fees for Services Legal-$6,729-$6,729
Advertising--$4,448$4,448
Payroll Taxes$956$1,530$1,339$3,825
Insurance-$2,514-$2,514
Fees for Services Other-$1,804$557$2,361
Fees for Services Accounting-$2,200-$2,200
Information Technology$425$1,566-$1,991
Conferences and Meetings$504--$504
Other Expenses$225$339-$225
Grants to Domestic Orgs$150--$150
Travel$52--$52
Total Functional Expenses$109,296$57,671$26,703$193,670
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$148,810
Fundraising Direct Expenses$115,600
Gaming Direct Expenses$4,700
Gaming Gross Income$2,520
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Culinary Celebr$266,807$148,810$82,828$65,982
Total Events$266,807$148,810$115,600$33,210
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$102,269-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
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 5

“During the year, the organization discovered 130,780.33 had been diverted to the personal purposes of an officer over a 5 year period without proper authorization or reporting. The organization engaged an attorney and entered into a repayment agreement with the individual. The agreement establishes a payment schedule to repay an agreed upon amount to the organization. As of the end of 2015 14,000 had been repaid. The individual resigned as of the end of 2014 and currently is not associated with the organization.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is prepared by an outside cpa firm. The finance committee chair, the treasurer and the president review the form 990 upon its completion. Upon their approval the return is prepared for signature by the cpa firm and the return is signed by the president.”

Form 990, Page 6, Part VI, Line 15A

“The salary for the executive director was established by the board of directors using outside data in february 2015. It is voted on by the board and documented in the minutes.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Carroll Education Foundation Inc
EIN
75-2638646
Phone
8179497064
Address
PO BOX 93041, SOUTHLAKE, TX 76092-1041

Signing Officer

Name
Chuck Koskovich
Title
Pres Elect/director
Phone
8179495982
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mimi Tran
Formed
1996
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
24
Employees
1

Preparer

Firm
Sommerville & Associates Pc
Address
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
Preparer
Elaine L Sommerville CPA
Phone
8177955046
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Misappropriation of assets 116,269 total 116,269”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRES ELECT/D
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT LARGE/DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20AT LARGE/DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DI
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IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt0115600
IRS990/FundraisingGrossIncomeAmt0148810
IRS990/GainOrLossGrp/SecuritiesAmt01340
IRS990/GamingActivitiesInd0false
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IRS990/GamingGrossIncomeAmt02520
IRS990/GoverningBodyVotingMembersCnt024
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020385
IRS990/GrossReceiptsAmt0436778
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt024
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01566
IRS990/InformationTechnologyGrp/ProgramServicesAmt0425
IRS990/InformationTechnologyGrp/TotalAmt01991
IRS990/InsuranceGrp/ManagementAndGeneralAmt02514
IRS990/InsuranceGrp/TotalAmt02514
IRS990/InvestmentIncomeGrp/ExclusionAmt065484
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065484
IRS990/InvestmentInJointVentureInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019045
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/OtherExpensesGrp/ProgramServicesAmt1225
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CARROLL EDUCATION FOUNDATION ADMINISTERS SCHOLARSHIPS TO BE AWARDED TO HIGH SCHOOL SENIORS EACH YEAR TO FURTHER THEIR EDUCATION. IN 2015, 12 STUDENTS RECEIVED SCHOLARSHIPS.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt012000
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IRS990/PYInvestmentIncomeAmt068190
IRS990/PYOtherExpensesAmt057357
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IRS990/PYTotalExpensesAmt0214422
IRS990/PYTotalRevenueAmt0199829
IRS990/QuidProQuoContributionsInd0true
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0102269
IRS990/ReconcilationRevenueExpnssAmt0103763

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,264,392
Liabilities
$0
Net assets
$1,264,392
Revenue
$297,433
Expenses
$193,670
Net income
$103,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.79$0.87$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.76$0.75$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.73$0.94$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.75$0.93$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.03$1.02$0.59$1.27$0.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.44$0.24$0.20
2018Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.06$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.49$0.24$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.28$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.30$0.19$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.20$0.21$0.01
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.27$0.20$0.06
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$1.01$0.19$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.24$0.23$0.01