Civic Intelligence

Carroll Education Foundation Inc.

990 • Fiscal year 2019 • EIN 75-2638646

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 03, 2019

Organization Profilewww.southlakecef.org
PO Box 93041Southlake, TX 76092

(817) 949-7064

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$38,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

676%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,705,350

Up $226,645 (+15%) from 2018

Net Assets

Up

$1,705,350

Up $226,645 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Up

$436,146

Up $379,941 (+676%) from 2018

Expenses

Up

$237,974

Up $161,749 (+212%) from 2018

Net Income

Up

$198,172

Up $218,192 (+1090%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$1,705,350
Liabilities$0
Net Assets$1,705,350
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$436,146
Expenses$237,974
Net Income$198,172
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 3, 2019
Return Version
2018v3.1
Gross Receipts
$866,401
Mission and Program Overview

Mission

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$1,360,690$1,436,702▲ $76,012
Cash and Non-Interest-Bearing Accounts$116,543$268,648▲ $152,105
Land, Buildings, and Equipment, Net$1,472--
Total Assets$1,478,705$1,705,350▲ $226,645
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,440,405$1,665,050▲ $224,645
Temporarily Rstr Net Assets$38,300$40,300▲ $2,000
Total Net Assets Fund Balance$1,478,705$1,705,350▲ $226,645
Total Liabilities and Net Assets / Fund Balance$1,478,705$1,705,350▲ $226,645
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura GrosskopfExecutive DirectorFT$38,000$38,000
Laura Grosskopf--$38,000$38,000
Kathy LanierExecutive DirectorFT$3,438$3,438

Board Members and Trustees

NameTitle
John IrvineChair
Kathy TalleyPast President
Leslie BarrowsVice Chair
Douglas LiesDirector
Dwight FrancisDirector
Ed BunnerDirector
Eric LannenDirector
Gwen BaldwinDirector
Jackson WilliamsDirector
Jessica ByrneDirector
Karl ChesterDirector
Kirran MossDirector
Leah SandockDirector
Lynda WarnerDirector
Mary O'tooleDirector
Michelle ClayDirector
Mona ChavezDirector
Paulina Purnama SehgalDirector
Sherri WilliamsDirector
Tracey McDevittDirector
Theresa WrightAt Large
Robin AustinSecretary
Rebecca HindmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$428,090
Program Service Revenue
$0
Investment Income
$54,367
Other Revenue
$-46,311
All Other Contributions
$415,700
Change in Net Assets
$198,172

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 Table22$21,053Fair Market Value (FMV)
Other Non Cash Contri Table4$19,690Fair Market Value (FMV)
Other Non Cash Contri Table21$14,140Fair Market Value (FMV)
Other Non Cash Contri Table51$7,400Fair Market Value (FMV)
Clothing and Household Goods-$150Fair Market Value (FMV)
Total Noncash Contributions98$62,433-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$120,049
Total Fundraising Expense$95,893
Other Expenses$92,425
Grants and Similar Amounts Paid$25,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$17,500$28,000$24,500$70,000
All Other Expenses$1,510$2,704$52,202$56,416
Current Officers, Directors, Trustees, and Key Employees$10,359$16,575$14,504$41,438
Grants to Domestic Individuals$25,500--$25,500
Information Technology$9,933$0$0$9,933
Payroll Taxes$2,153$3,445$3,013$8,611
Fees for Services Accounting$0$7,630$0$7,630
Fees for Service Investment Mgmnt Fees$0$6,828$0$6,828
Fees for Services Legal$0$5,142$0$5,142
Office Expenses$1,337$572$1,674$3,583
Insurance$0$2,812$0$2,812
Conferences and Meetings$0$817$0$817
Depreciation Depletion$0$-736$0$-736
Total Functional Expenses$68,292$73,789$95,893$237,974
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$104,619
Fundraising Gross Income$58,133
Gaming Gross Income$7,575
Gaming Direct Expenses$7,400
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$55,573$55,573$55,033$540
Culinary Event$14,950$2,560$22,328$-19,768
Total Events$70,523$58,133$104,619$-46,486
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Carroll Education Foundation Inc
EIN
75-2638646
Phone
8179497064
Address
PO Box 93041, Southlake, TX 76092

Signing Officer

Name
John Irvine
Title
Chair
Phone
8179497064
Signed
2019-10-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Irvine
Formed
1996
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
24
Employees
2
Volunteers
20

Preparer

Firm
Dana Mcguffin CPA Pc
Address
231 E SOUTHLAKE BLVD STE 100, SOUTHLAKE, TX 76092
Preparer
Dana McGuffin CPA
Phone
8174888939
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 is prepared by an outside CPA firm. The Chair and Treasurer reviews the Form 990 upon completion. Upon their approval the return is prepared for signature by the CPA firm and the return is signed by the Chair.”

Pt 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.”

Pt VI, Line 15A

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

Pt VI, Line 19

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

Pt VI, Line 15B

“No other officers or key employees of the organization are currently compensated.”

Form 990, Part IX, Line 24E

“Bank fees 472. 0. 472. 0.”

Form 990, Part IX, Line 24E

“Dues 2232. 0. 2232. 0.”

Form 990, Part IX, Line 24E

“Annual Campaign Expenses 52202. 0. 0. 52202.”

Form 990, Part IX, Line 24E

“Bad Debt 1510. 1510. 0. 0.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive Director
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/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Executive Director
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IRS990/FormationYr01996
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IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt012390
IRS990/FundraisingDirectExpensesAmt0104619
IRS990/FundraisingGrossIncomeAmt058133
IRS990/GainOrLossGrp/SecuritiesAmt021194
IRS990/GamingActivitiesInd0false
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IRS990/GrantAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt0866401
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt024
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
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IRS990/InformationTechnologyGrp/TotalAmt09933
IRS990/InsuranceGrp/FundraisingAmt00
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IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02812
IRS990/InvestmentIncomeGrp/ExclusionAmt033173
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033173
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01360690
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01436702
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0318236
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide financial assistance to the teachers and students of the Carroll Independent School District.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0175
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IRS990/NetUnrlzdGainsLossesInvstAmt028473
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IRS990/PrincipalOfficerNm0John Irvine
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IRS990/ProgSrvcAccomActy2Grp/Desc0Carroll Education Foundation administers scholarships to be awarded to high school seniors each year to further their education.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt025500
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0219093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0199579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0142300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01302436
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,705,350
Liabilities
$0
Net assets
$1,705,350
Revenue
$436,146
Expenses
$237,974
Net income
$198,172
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
2019Detailed filing. Detailed filing data is available for this year.$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
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