Civic Intelligence

Carroll Middle School Ptso

EIN 75-2879772 • 501(c)3 • Southlake, TX

Profile

Support carroll middle school

1800 Kirkwood BlvdSouthlake, TX 76092

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,010

Up $7,753 (+21%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$44,010

Up $7,753 (+21%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$78,135

Up $21,239 (+37%) from 2024

Expenses

Up

$70,382

Up $10,953 (+18%) from 2024

Net Income

Up

$7,753

Up $10,286 (+406%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2022: $57,335Net Assets 2022: $57,3352022Assets 2023: $38,790Net Assets 2023: $38,7902023Assets 2024: $36,257Net Assets 2024: $36,2572024Assets 2025: $44,010Net Assets 2025: $44,0102025

Highlighted filing

2025

Assets$44,010
Liabilities-
Net Assets$44,010
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2022: $66,857Expenses 2022: $64,299Net Income 2022: $2,5582022Revenue 2023: $49,669Expenses 2023: $68,214Net Income 2023: -$18,5452023Revenue 2024: $56,896Expenses 2024: $59,429Net Income 2024: -$2,5332024Revenue 2025: $78,135Expenses 2025: $70,382Net Income 2025: $7,7532025

Highlighted filing

2025

Revenue$78,135
Expenses$70,382
Net Income$7,753
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,010
Liabilities
-
Net assets
$44,010
Revenue
$78,135
Expenses
$70,382
Net income
$7,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.0$44.0$78.1$70.4$7.75
2024Detailed filing. Detailed filing data is available for this year.$36.3$36.3$56.9$59.4$2.53
2023Detailed filing. Detailed filing data is available for this year.$38.8$38.8$49.7$68.2$18.5
2022Detailed filing. Detailed filing data is available for this year.$57.3$57.3$66.9$64.3$2.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.0
Gross Receipts
$92,332
Mission and Program Overview

Mission

Support carroll middle school

Program Services

DescriptionGrantsExpenses
TEACHER & ADMINISTRATION APPRECIATION & SUPPORT-$40,266
APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS-$20,058
LANDSCAPING-$3,861
STUDENT PROGRAMS-$3,528
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE ELLIOTTTreasurerPT$0--
KRISTEN NELSONPresidentPT$0--
KAVYA YALAMANCHILIVP CommunicaPT$0--
TARA BRITTONVP FundraisiPT$0--
TRINA GWYNNVP DisbursemPT$0--
LEAH CAMPBELLSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Bash$8,634$8,634$6,241$2,393
Fund a Need$5,461$5,461$5,461$0
Total Events$14,095$14,095$11,702$2,393
Filing and Contact Details

Filer

Filer Name
Carroll Middle School Ptso
EIN
75-2879772
Phone
8179495400
Address
1800 KIRKWOOD BLVD, SOUTHLAKE, TX 76092

Signing Officer

Name
Julie Elliott
Title
Treasurer
Phone
8179495400
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Smallwood and Associates Pllc
Address
5320 PLEASANT RUN RD, COLLEYVILLE, TX 76034-3018
Preparer
Cal Smallwood CPA
Phone
8174271040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 103 insurance 520 program expense 20,058 program expense 3,528 program expense 40,266 dues & subscriptions 765 volunteer expenses 427 program expense 3,861 penalties 104 total 69,632”

Form 990-ez, Part III, Line 31

“LANDSCAPING”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE ELLIOT
IRS990EZ/BooksInCareOfDetail/PhoneNum08179495400
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036257
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026540
IRS990EZ/CostOfGoodsSoldAmt01177
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07753
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036257
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044010
IRS990EZ/FundraisingGrossIncomeAmt015995
IRS990EZ/GrossProfitLossSlsOfInvntryAmt09054
IRS990EZ/GrossReceiptsAmt092332
IRS990EZ/GrossSalesOfInventoryAmt010231
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012276
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036257
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044010
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036257
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAVYA YALAMANCHILI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TARA BRITTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRINA GWYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEAH CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP DISBURSEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069632
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CARROLL MIDDLE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt027290
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER & ADMINISTRATION APPRECIATION & SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3LANDSCAPING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020058
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13528
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt240266
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33861
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013020
IRS990EZ/SpecialEventsNetIncomeLossAmt02975
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070382
IRS990EZ/TotalProgramServiceExpensesAmt067713
IRS990EZ/TotalRevenueAmt078135
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0691
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0176027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0691
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt0318003
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085748
IRS990ScheduleA/Total509Grp/TotalAmt0318003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085748
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0318694
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011702
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL BASH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUND A NEED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014095
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02393
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 103 INSURANCE 520 PROGRAM EXPENSE 20,058 PROGRAM EXPENSE 3,528 PROGRAM EXPENSE 40,266 DUES & SUBSCRIPTIONS 765 VOLUNTEER EXPENSES 427 PROGRAM EXPENSE 3,861 PENALTIES 104 TOTAL 69,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LANDSCAPING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179495400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARROLL MIDDLE SCHOOL PTSO
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0752879772
ReturnHeader/Filer/PhoneNum08179495400
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 KIRKWOOD BLVD
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473844942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMALLWOOD AND ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05320 PLEASANT RUN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLLEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760343018
ReturnHeader/PreparerPersonGrp/PhoneNum08174271040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL SMALLWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-09T15:33:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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