Civic Intelligence

Carroll Education Foundation Inc.

990 • Fiscal year 2016 • EIN 75-2638646

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$57,085

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.9%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-4.7%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,389,723

Up $125,331 (+9.9%) from 2015

Net Assets

Up

$1,389,592

Up $125,200 (+9.9%) from 2015

Liabilities

Up

$131

Up $131 from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin85th percentile

Revenue

Down

$283,345

Down $14,088 (-4.7%) from 2015

Expenses

Up

$202,420

Up $8,750 (+4.5%) from 2015

Net Income

Down

$80,925

Down $22,838 (-22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2016

Assets$1,389,723
Liabilities$131
Net Assets$1,389,592
Open 2016 Filing

Operations Trend

Revenue Growth31st 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

2016

Revenue$283,345
Expenses$202,420
Net Income$80,925
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$382,603
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
Investments in Publicly Traded Securities$1,079,637$1,167,892▲ $88,255
Cash and Non-Interest-Bearing Accounts$82,486$116,797▲ $34,311
Receivables From Officers Etc$102,269$89,269▼ $13,000
Savings and Temporary Cash Investments-$15,685-
Accounts Receivable-$80-
Total Assets$1,264,392$1,389,723▲ $125,331
Liabilities
Accounts Payable and Accrued Expenses-$131-
Total Liabilities$0$131▲ $131
Net Assets / Fund Balance
Unrestricted Net Assets$1,264,392$1,355,292▲ $90,900
Temporarily Rstr Net Assets-$34,300-
Total Net Assets Fund Balance$1,264,392$1,389,592▲ $125,200
Total Liabilities and Net Assets / Fund Balance$1,264,392$1,389,723▲ $125,331
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura GrosskopfExecutive DiFT$57,085$57,085

Board Members and Trustees

NameTitle
Chuck KoskovichPresident/di
Danielle VaughnDirector
Ed AdamsDirector
Ed BunnerDirector
Heather DelappDirector
Heather JarvisDirector
John LovenburgDirector
Julie DoyleDirector
Kelli HendersonDirector
Lisa QuinnDirector
MARY O'TOOLEDirector
Nicole TesorieroDirector
Nolan OgdenDirector
Paul VeneskyDirector
Robin AustinDirector
Shelly PowellDirector
Sherri WilliamsDirector
Stephanie PenningtonAt Large/di
Sarah MasonIncoming Pre
Mimi TranPast Preside
Vanessa HornyakSecretary/di
Kathy TalleyTreasurer/di
Revenue and Support

Revenue Composition

Contributions and Grants
$219,093
Program Service Revenue
$0
Investment Income
$48,036
Other Revenue
$16,216
All Other Contributions
$72,115
Change in Net Assets
$80,925

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 Table61$17,216Fair Market Value
Other Non Cash Contri Table6$10,773Fair Market Value
Clothing and Household Goods-$5,398Fair Market Value
Works of Art1$3,000Fair Market Value
Other Non Cash Contri Table4$1,611Fair Market Value
Other Non Cash Contri Table1$800Fair Market Value
Collectibles3$400Fair Market Value
Total Noncash Contributions76$39,198-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,300
Salaries, Compensation, and Employee Benefits$61,452
Other Expenses$30,668
Total Fundraising Expense$23,004
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Current Officers, Directors, Trustees, and Key Employees$14,595$23,352$20,433$58,380
Grants to Domestic Individuals$10,300--$10,300
Fees for Service Investment Mgmnt Fees-$8,370-$8,370
Office Expenses-$6,071$88$6,159
Fees for Services Legal-$4,330-$4,330
Information Technology$1,615$1,615-$3,230
Payroll Taxes$768$1,229$1,075$3,072
Insurance-$2,519-$2,519
Conferences and Meetings$920--$920
Advertising--$870$870
Occupancy-$851-$851
Fees for Services Accounting-$425-$425
Travel$371--$371
Other Expenses$66$399$538$66
Total Functional Expenses$130,255$49,161$23,004$202,420
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carroll Independent School DistrictSouthlake, TXGovTeacher Grants$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,021
Fundraising Direct Expenses$92,525
Gaming Gross Income$11,000
Gaming Direct Expenses$4,280
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$74,521$74,521$41,329$33,192
Culinary Celebr$174,478$27,500$11,390$16,110
Total Events$248,999$102,021$92,525$9,496
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$89,269▼ $13,000
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 11B

“The form 990 is prepared by an outside cpa firm. The president reviews the form 990 upon its completion. Upon her 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 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
Sarah Mason
Title
Incoming Pres/Director
Phone
8179495982
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Koskovich
Formed
1996
Legal Domicile
TX
Voting Board Members
22
Independent Board Members
22
Employees
1
Volunteers
57

Preparer

Firm
Sommerville & Associates Pc
Address
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
Preparer
Elaine L Sommerville CPA
Phone
8177955046
Raw XML AppendixShowing 400 of 571 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0131
IRS990/AccountsReceivableGrp/EOYAmt080
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO THE TEACHERS AND STUDENTS OF THE CARROLL INDEPENDENT SCHOOL DISTRICT
IRS990/AdvertisingGrp/FundraisingAmt0870
IRS990/AdvertisingGrp/TotalAmt0870
IRS990/AllOtherContributionsAmt072115
IRS990/BooksInCareOfDetail/PersonNm0KATHY TALLEY
IRS990/BooksInCareOfDetail/PhoneNum08179497064
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 93041
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076092
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt082486
IRS990/CashNonInterestBearingGrp/EOYAmt0116797
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt020433
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023352
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt014595
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt058380
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0920
IRS990/ConferencesMeetingsGrp/TotalAmt0920
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0146978
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0219093
IRS990/CYGrantsAndSimilarPaidAmt0110300
IRS990/CYInvestmentIncomeAmt048036
IRS990/CYOtherExpensesAmt030668
IRS990/CYOtherRevenueAmt016216
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt080925
IRS990/CYSalariesCompEmpBnftPaidAmt061452
IRS990/CYTotalExpensesAmt0202420
IRS990/CYTotalFundraisingExpenseAmt023004
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0283345
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CARROLL EDUCATION FOUNDATION'S GRANT PROGRAM PROVIDES SUPPORT TO TEACHERS FOR INNOVATIVE AND CREATIVE INSTRUCTIONAL APPROACHES NOT COVERED BY THE DISTRICT'S NORMAL OPERATING BUDGET. FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT AND TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0121255
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0425
IRS990/FeesForServicesAccountingGrp/TotalAmt0425
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04330
IRS990/FeesForServicesLegalGrp/TotalAmt04330
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08370
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08370
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0KELLI HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1CHUCK KOSKOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHANIE PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm3ED ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4VANESSA HORNYAK
IRS990/Form990PartVIISectionAGrp/PersonNm5SARAH MASON
IRS990/Form990PartVIISectionAGrp/PersonNm6NOLAN OGDEN
IRS990/Form990PartVIISectionAGrp/PersonNm7SHELLY POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8NICOLE TESORIERO
IRS990/Form990PartVIISectionAGrp/PersonNm9SHERRI WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm10DANIELLE VAUGHN
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm12MIMI TRAN
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBIN AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm14HEATHER JARVIS
IRS990/Form990PartVIISectionAGrp/PersonNm15KATHY TALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm16ED BUNNER
IRS990/Form990PartVIISectionAGrp/PersonNm17HEATHER DELAPP
IRS990/Form990PartVIISectionAGrp/PersonNm18JULIE DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN LOVENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm20MARY O'TOOLE
IRS990/Form990PartVIISectionAGrp/PersonNm21PAUL VENESKY
IRS990/Form990PartVIISectionAGrp/PersonNm22LAURA GROSSKOPF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2257085
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2AT LARGE/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt5INCOMING PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0146978
IRS990/FundraisingDirectExpensesAmt092525
IRS990/FundraisingGrossIncomeAmt0102021
IRS990/GainOrLossGrp/SecuritiesAmt01601
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt04280
IRS990/GamingGrossIncomeAmt011000
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt0101300
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt010300
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04054
IRS990/GrossReceiptsAmt0382603
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01615
IRS990/InformationTechnologyGrp/ProgramServicesAmt01615
IRS990/InformationTechnologyGrp/TotalAmt03230
IRS990/InsuranceGrp/ManagementAndGeneralAmt02519
IRS990/InsuranceGrp/TotalAmt02519
IRS990/InvestmentIncomeGrp/ExclusionAmt046435
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046435
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01079637
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01167892
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02453
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENRICH, EXPAND, AND PROTECT EXCELLENCE IN EDUCATION BY CREATING AND DISTRIBUTING RESOURCES FOR THE BENEFIT OF THE STUDENTS OF CARROLL INDEPENDENT SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01264392
IRS990/NetAssetsOrFundBalancesEOYAmt01389592
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01601
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01601
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09496
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09496
IRS990/NetIncomeFromGamingGrp/ExclusionAmt06720
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt06720
IRS990/NetUnrlzdGainsLossesInvstAmt044275
IRS990/NoncashContributionsAmt039198
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0851
IRS990/OccupancyGrp/TotalAmt0851
IRS990/OfficeExpensesGrp/FundraisingAmt088
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06071
IRS990/OfficeExpensesGrp/TotalAmt06159
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PRIZES & AWARDS
IRS990/OtherExpensesGrp/Desc1DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2MEALS
IRS990/OtherExpensesGrp/FundraisingAmt0538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0399
IRS990/OtherExpensesGrp/ProgramServicesAmt01620
IRS990/OtherExpensesGrp/ProgramServicesAmt166
IRS990/OtherExpensesGrp/TotalAmt02158
IRS990/OtherExpensesGrp/TotalAmt1399
IRS990/OtherExpensesGrp/TotalAmt266
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01075
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01229
IRS990/PayrollTaxesGrp/ProgramServicesAmt0768
IRS990/PayrollTaxesGrp/TotalAmt03072
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHUCK KOSKOVICH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CARROLL EDUCATION FOUNDATION ADMINISTERS SCHOLARSHIPS TO BE AWARDED TO HIGH SCHOOL SENIORS EACH YEAR TO FURTHER THEIR EDUCATION. IN 2016, 9 STUDENTS RECEIVED SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0199579
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt091476
IRS990/PYInvestmentIncomeAmt066824
IRS990/PYOtherExpensesAmt040254
IRS990/PYOtherRevenueAmt031030
IRS990/PYRevenuesLessExpensesAmt0103763
IRS990/PYSalariesCompEmpBnftPaidAmt061940
IRS990/PYTotalExpensesAmt0193670
IRS990/PYTotalRevenueAmt0297433
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0102269
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt089269
IRS990/ReconcilationRevenueExpnssAmt080925
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0219093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0199579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0142300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0261183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0212348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01034503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt076885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt043994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036653
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0269451
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72580
IRS990ScheduleA/PublicSupportPY170Pct00.74440
IRS990ScheduleA/PublicSupportTotal170Amt0981551
IRS990ScheduleA/SubstantialContributorsTotAmt052952
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0219093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0199579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0142300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0261183
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0212348
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01034503
IRS990ScheduleA/TotalSupportAmt01352380
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt015216
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt033210
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt048426
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0146978

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,389,723
Liabilities
$131
Net assets
$1,389,592
Revenue
$283,345
Expenses
$202,420
Net income
$80,925
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
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.28$0.20$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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