Civic Intelligence

Carroll Education Foundation Inc.

990 • Fiscal year 2017 • EIN 75-2638646

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization ProfileWWW.CARROLLEDUCATIONFOUNDATION.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

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$64,606

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

65th percentile

8.7%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,511,189

Up $121,466 (+8.7%) from 2016

Net Assets

Up

$1,511,189

Up $121,597 (+8.8%) from 2016

Liabilities

Down

$0

Down $131 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin92nd percentile

Revenue

Up

$491,275

Up $207,930 (+73%) from 2016

Expenses

Up

$238,523

Up $36,103 (+18%) from 2016

Net Income

Up

$252,752

Up $171,827 (+212%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$1,511,189
Liabilities$0
Net Assets$1,511,189
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$491,275
Expenses$238,523
Net Income$252,752
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$1,799,382
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$1,167,892$1,360,844▲ $192,952
Cash and Non-Interest-Bearing Accounts$116,797$148,505▲ $31,708
Receivables From Officers Etc$89,269--
Savings and Temporary Cash Investments$15,685--
Land, Buildings, and Equipment, Net-$1,840-
Accounts Receivable$80--
Total Assets$1,389,723$1,511,189▲ $121,466
Liabilities
Accounts Payable and Accrued Expenses$131--
Total Liabilities$131$0▼ $131
Net Assets / Fund Balance
Unrestricted Net Assets$1,355,292$1,475,389▲ $120,097
Temporarily Rstr Net Assets$34,300$35,800▲ $1,500
Total Net Assets Fund Balance$1,389,592$1,511,189▲ $121,597
Total Liabilities and Net Assets / Fund Balance$1,389,723$1,511,189▲ $121,466

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,840$368$2,208
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura GrosskopfExecutive DiFT$64,606$64,606

Board Members and Trustees

NameTitle
Sarah MasonPresident/di
Heather DelappAt Large/Director
Robin AustinAt Large/Director
Alec KnightDirector
Annie ZvonecekDirector
Boulton FernandoDirector
Brian HodgesDirector
Chris ProkopeasDirector
David AlmandDirector
Douglas LiesDirector
Ed BunnerDirector
Heather JarvisDirector
Jessica ByrneDirector
John IrvineDirector
John LovenburgDirector
Michelle ClayDirector
Nolan OgdenDirector
Sherri WilliamsDirector
Stephanie PenningtonAt Large/di
Kathy TalleyInc. Pres./d
Chuck KoskovichPast. Pres/d
Julie DoyleSecretary/di
Vanessa HornyakSecretary/di
MARY O'TOOLETreasurer/di
Revenue and Support

Revenue Composition

Contributions and Grants
$273,151
Program Service Revenue
$0
Investment Income
$226,329
Other Revenue
$-8,205
All Other Contributions
$99,679
Change in Net Assets
$252,752

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 Table64$22,148Fair Market Value
Other Non Cash Contri Table8$12,935Fair Market Value
Other Non Cash Contri Table7$4,975Fair Market Value
Clothing and Household Goods-$3,264Fair Market Value
Other Non Cash Contri Table8$1,406Fair Market Value
Food Inventory2$42Fair Market Value
Total Noncash Contributions89$44,770-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,989
Salaries, Compensation, and Employee Benefits$69,801
Other Expenses$45,733
Total Fundraising Expense$30,802
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$112,989--$112,989
Current Officers, Directors, Trustees, and Key Employees$16,152$25,843$22,612$64,607
Fees for Services Other$374$6,000$6,000$12,374
Grants to Domestic Individuals$10,000--$10,000
Office Expenses$6,463$2,012-$8,475
Fees for Service Investment Mgmnt Fees-$7,271-$7,271
Payroll Taxes$1,298$2,078$1,818$5,194
Fees for Services Accounting-$3,493-$3,493
Insurance-$2,543-$2,543
Fees for Services Legal-$2,255-$2,255
Information Technology$1,496--$1,496
Other Expenses$885$221-$1,106
Occupancy-$980-$980
Advertising--$372$372
Depreciation Depletion$184$184-$368
Travel$280$70-$350
Conferences and Meetings-$53-$53
Total Functional Expenses$154,718$53,003$30,802$238,523
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carroll Independent School DistrictSouthlake, TXGovTeacher Grants$112,989
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$121,529
Fundraising Gross Income$113,274
Gaming Gross Income$50
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$80,649$80,649$44,854$35,795
Culinary Celebr$170,995$27,750$14,263$13,487
Total Events$286,746$113,274$121,529$-8,255
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$89,269--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 4

“Several changes were made to the bylaws of the organization. The most significant include: - appointment of directors changed to allow current directors the ability to appoint future directors. - the superintendent of schools of the carroll independent school district will now have a permanent advisory seat on the board. - officers now must include the chair, vice chair, secretary, treasurer, and one at-large director. Additional officers can be elected by the board if desired. - included a code of conduct requiring board members to act with integrity and within the laws of the state of texas. - the conflict of interest policy was updated to require all actual or potential conflicts be discussed promptly and fully disclosed to the board.”

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 12C

“Each director, principal officer, or any member with governing board delegated powers, must disclose any existence of a financial interest to the board of directors or executive committee. The board or executive committee will meet to discuss and vote to decide if a conflict of interest exists. The person with the potential conflict is to be recused from involvement in any discussion or decision for determining if the conflict exists.”

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
Kathy Talley
Title
Inc. Pres./director
Phone
8179495982
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Talley
Formed
1996
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
24
Employees
1
Volunteers
40

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

“Loss on loan forgiveness -89,269”

Raw XML AppendixShowing 400 of 597 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/BOYAmt0131
IRS990/AccountsReceivableGrp/BOYAmt080
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO THE TEACHERS AND STUDENTS OF THE CARROLL INDEPENDENT SCHOOL DISTRICT
IRS990/AdvertisingGrp/FundraisingAmt0372
IRS990/AdvertisingGrp/TotalAmt0372
IRS990/AllOtherContributionsAmt099679
IRS990/AnnualDisclosureCoveredPrsnInd0true
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/BOYAmt0116797
IRS990/CashNonInterestBearingGrp/EOYAmt0148505
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt022612
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025843
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt016152
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt064607
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt053
IRS990/ConferencesMeetingsGrp/TotalAmt053
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0173472
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0273151
IRS990/CYGrantsAndSimilarPaidAmt0122989
IRS990/CYInvestmentIncomeAmt0226329
IRS990/CYOtherExpensesAmt045733
IRS990/CYOtherRevenueAmt0-8205
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0252752
IRS990/CYSalariesCompEmpBnftPaidAmt069801
IRS990/CYTotalExpensesAmt0238523
IRS990/CYTotalFundraisingExpenseAmt030802
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0491275
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0184
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0184
IRS990/DepreciationDepletionGrp/TotalAmt0368
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/ExpenseAmt0144718
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03493
IRS990/FeesForServicesAccountingGrp/TotalAmt03493
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02255
IRS990/FeesForServicesLegalGrp/TotalAmt02255
IRS990/FeesForServicesOtherGrp/FundraisingAmt06000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0374
IRS990/FeesForServicesOtherGrp/TotalAmt012374
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07271
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07271
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/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
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/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
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/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0CHUCK KOSKOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm2VANESSA HORNYAK
IRS990/Form990PartVIISectionAGrp/PersonNm3SARAH MASON
IRS990/Form990PartVIISectionAGrp/PersonNm4NOLAN OGDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERRI WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm6HEATHER JARVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7KATHY TALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8ED BUNNER
IRS990/Form990PartVIISectionAGrp/PersonNm9HEATHER DELAPP
IRS990/Form990PartVIISectionAGrp/PersonNm10JULIE DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN LOVENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm12MARY O'TOOLE
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBIN AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm14JESSICA BYRNE
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHELLE CLAY
IRS990/Form990PartVIISectionAGrp/PersonNm16BOULTON FERNANDO
IRS990/Form990PartVIISectionAGrp/PersonNm17BRIAN HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN IRVINE
IRS990/Form990PartVIISectionAGrp/PersonNm19ALEC KNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm20DOUGLAS LIES
IRS990/Form990PartVIISectionAGrp/PersonNm21CHRIS PROKOPEAS
IRS990/Form990PartVIISectionAGrp/PersonNm22ANNIE ZVONECEK
IRS990/Form990PartVIISectionAGrp/PersonNm23DAVID ALMAND
IRS990/Form990PartVIISectionAGrp/PersonNm24LAURA 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/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2464606
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/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST. PRES/D
IRS990/Form990PartVIISectionAGrp/TitleTxt1AT LARGE/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7INC. PRES./D
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT LARGE/DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt13AT LARGE/DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0173472
IRS990/FundraisingDirectExpensesAmt0121529
IRS990/FundraisingGrossIncomeAmt0113274
IRS990/GainOrLossGrp/SecuritiesAmt0175470
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt050
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt0112989
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0112989
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0112989
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01362048
IRS990/GrossReceiptsAmt01799382
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt024
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01496
IRS990/InformationTechnologyGrp/TotalAmt01496
IRS990/InsuranceGrp/ManagementAndGeneralAmt02543
IRS990/InsuranceGrp/TotalAmt02543
IRS990/InvestmentIncomeGrp/ExclusionAmt050859
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050859
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01167892
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01360844
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0368
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01840
IRS990/LandBldgEquipCostOrOtherBssAmt02208
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01186578
IRS990/LoanOutstandingInd0false
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/NetAssetsOrFundBalancesBOYAmt01389592
IRS990/NetAssetsOrFundBalancesEOYAmt01511189
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0175470
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0175470
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8255
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8255
IRS990/NetIncomeFromGamingGrp/ExclusionAmt050
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt050
IRS990/NetUnrlzdGainsLossesInvstAmt0-41791
IRS990/NoncashContributionsAmt044770
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0980
IRS990/OccupancyGrp/TotalAmt0980
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02012
IRS990/OfficeExpensesGrp/ProgramServicesAmt06463
IRS990/OfficeExpensesGrp/TotalAmt08475
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-89269
IRS990/OtherExpensesGrp/Desc0PRIZES & AWARDS
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0221
IRS990/OtherExpensesGrp/ProgramServicesAmt04597
IRS990/OtherExpensesGrp/ProgramServicesAmt1885
IRS990/OtherExpensesGrp/TotalAmt04597
IRS990/OtherExpensesGrp/TotalAmt11106
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01818
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02078
IRS990/PayrollTaxesGrp/ProgramServicesAmt01298
IRS990/PayrollTaxesGrp/TotalAmt05194
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHY TALLEY
IRS990/PriorPeriodAdjustmentsAmt0-95
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CARROLL EDUCATION FOUNDATION ADMINISTERS SCHOLARSHIPS TO BE AWARDED TO HIGH SCHOOL SENIORS EACH YEAR TO FURTHER THEIR EDUCATION. IN 2017, 10 STUDENTS RECEIVED SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0219093
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0110300
IRS990/PYInvestmentIncomeAmt048036
IRS990/PYOtherExpensesAmt030668
IRS990/PYOtherRevenueAmt016216
IRS990/PYRevenuesLessExpensesAmt080925
IRS990/PYSalariesCompEmpBnftPaidAmt061452
IRS990/PYTotalExpensesAmt0202420
IRS990/PYTotalRevenueAmt0283345
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt089269
IRS990/ReconcilationRevenueExpnssAmt0252752
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0273151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0219093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0199579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0142300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0261183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01095306
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050859
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt076885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt043994
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0283657
IRS990ScheduleA/PublicOrganization170Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,511,189
Liabilities
$0
Net assets
$1,511,189
Revenue
$491,275
Expenses
$238,523
Net income
$252,752
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
2017Detailed filing. Detailed filing data is available for this year.$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
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