Civic Intelligence

Carroll Education Foundation Inc.

990 • Fiscal year 2020 • EIN 75-2638646

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

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

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.06x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-114%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$83,500

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

2nd percentile

-38%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$1,058,840

Down $646,510 (-38%) from 2019

Net Assets

Down

$1,024,640

Down $680,710 (-40%) from 2019

Liabilities

Up

$34,200

Up $34,200 from 2019

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin3rd percentile

Revenue

Up

$593,428

Up $157,282 (+36%) from 2019

Expenses

Up

$1,269,138

Up $1,031,164 (+433%) from 2019

Net Income

Down

-$675,710

Down $873,882 (-441%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2020

Assets$1,058,840
Liabilities$34,200
Net Assets$1,024,640
Open 2020 Filing

Operations Trend

Revenue Growth83rd 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

2020

Revenue$593,428
Expenses$1,269,138
Net Income-$675,710
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$668,135
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$1,436,702$928,213▼ $508,489
Cash and Non-Interest-Bearing Accounts$268,648$130,627▼ $138,021
Total Assets$1,705,350$1,058,840▼ $646,510
Liabilities
Unsecured Notes Loans Payable-$34,200-
Total Liabilities$0$34,200▲ $34,200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,665,050$1,012,840▼ $652,210
Net Assets With Donor Restrictions$40,300$11,800▼ $28,500
Total Net Assets Fund Balance$1,705,350$1,024,640▼ $680,710
Total Liabilities and Net Assets / Fund Balance$1,705,350$1,058,840▼ $646,510
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy LanierExecutive DirectorFT$83,500$83,500

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
Julie DoyleDirector
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
$636,666
Program Service Revenue
$0
Investment Income
$28,973
Other Revenue
$-72,211
All Other Contributions
$587,717
Change in Net Assets
$-675,710

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 Table73$64,197-
Other Non Cash Contri Table1$10,0001
Works of Art4$1,000Fair Market Value (FMV)
Total Noncash Contributions78$75,197-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$987,000
Salaries, Compensation, and Employee Benefits$165,328
Total Fundraising Expense$118,643
Other Expenses$116,810
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$965,000--$965,000
Current Officers, Directors, Trustees, and Key Employees$20,875$33,400$29,225$83,500
Other Salaries and Wages$17,500$28,000$24,500$70,000
All Other Expenses$0$299$57,353$57,652
Grants to Domestic Individuals$22,000--$22,000
Information Technology$14,025$1,947$3,425$19,397
Payroll Taxes$2,957$4,731$4,140$11,828
Advertising$10,000$0$0$10,000
Fees for Service Investment Mgmnt Fees$6,762$0$0$6,762
Fees for Services Accounting$0$6,021$0$6,021
Office Expenses$0$5,335$0$5,335
Fees for Services Other$0$1,967$0$1,967
Insurance$0$1,788$0$1,788
Conferences and Meetings$0$806$0$806
Fees for Services Legal$0$750$0$750
Other Expenses$0$660$0$660
Total Functional Expenses$1,059,119$91,376$118,643$1,269,138
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carroll ISDSouthlake, TX-Fund Teachers$965,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$74,707
Gaming Gross Income$2,496
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Culinary Event$48,949$48,949$8,910$40,039
Raffle----
Total Events$48,949$48,949$14,510$34,439
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
Rebecca Hindman
Title
Treasurer
Phone
8179497064
Signed
2020-11-09
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 review 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 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.”

Pt X

“Line 24 represents the organization's loan under the Small Business Administration's Payroll Protetection Program. The organization intends to apply for forgiveness allowed under the program.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
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/TitleTxt24Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt048949
IRS990/FundraisingDirectExpensesAmt074707
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-27036
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt02496
IRS990/GoverningBodyVotingMembersCnt024
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt022000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0965000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0965000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-27036
IRS990/GrossReceiptsAmt0668135
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt024
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03425
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01947
IRS990/InformationTechnologyGrp/ProgramServicesAmt014025
IRS990/InformationTechnologyGrp/TotalAmt019397
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01788
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt01788
IRS990/InvestmentIncomeGrp/ExclusionAmt056009
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056009
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02496
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt00
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IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/Desc2Telephone
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11379
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2660
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
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IRS990/OtherExpensesGrp/TotalAmt11379
IRS990/OtherExpensesGrp/TotalAmt2660
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017500
IRS990/OtherSalariesAndWagesGrp/TotalAmt070000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04140
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04731
IRS990/PayrollTaxesGrp/ProgramServicesAmt02957
IRS990/PayrollTaxesGrp/TotalAmt011828
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0John Irvine
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Carroll Education Foundation administers scholarships to be awarded to Carroll ISD high school seniors and alumni each year to further their education.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt022000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0428090
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025500
IRS990/PYInvestmentIncomeAmt054367
IRS990/PYOtherExpensesAmt092425
IRS990/PYOtherRevenueAmt0-46311
IRS990/PYRevenuesLessExpensesAmt0198172
IRS990/PYSalariesCompEmpBnftPaidAmt0120049
IRS990/PYTotalExpensesAmt0237974
IRS990/PYTotalRevenueAmt0436146
IRS990/QuidProQuoContributionsInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,058,840
Liabilities
$34,200
Net assets
$1,024,640
Revenue
$593,428
Expenses
$1,269,138
Net income
-$675,710
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
2020Detailed filing. Detailed filing data is available for this year.$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
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