Civic Intelligence

Carroll Middle School Ptso

990EZ • Fiscal year 2022 • EIN 75-2879772

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 27, 2023

Organization ProfileN/A
1800 Kirkwood BlvdSouthlake, TX 76092

(817) 949-5400

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

49th percentile

3.8%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$57,335

No earlier filing loaded for comparison.

Net Assets

$57,335

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

$66,857

No earlier filing loaded for comparison.

Expenses

$64,299

No earlier filing loaded for comparison.

Net Income

$2,558

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$57,335
Liabilities-
Net Assets$57,335
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$66,857
Expenses$64,299
Net Income$2,558
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 27, 2023
Return Version
2021v4.1
Gross Receipts
$85,748
Mission and Program Overview

Mission

Support carroll middle school

Program Services

DescriptionGrantsExpenses
APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS$0$39,999
TEACHER & ADMINISTRATION APPRECIATION & SUPPORT$0$11,004
STUDENT PROGRAMS$0$7,822
CAMPUS IMPROVEMENTS AND LANDSCAPING$0$2,007
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRINA GRYNNPresidentPT$0--
ELIZABETH SPIETHVice PresidentPT$0--
LEAH CAMPBELLTreasurerPT$0--
MICHELLE YOSHINAKAVP FundraisingPT$0--
KRISTEN NELSONVP DisbursementsPT$0--
ASHLEY CUNNINGHAMSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Bash$8,312$8,312$4,104$4,208
Dragons Light the Night$5,358$5,358-$5,358
Total Events$20,090$20,090$7,251$12,839
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
Amanda Orr
Title
Treasurer
Phone
8179495400
Signed
2023-02-27

Preparer

Firm
Smallwood & Associates PLLC
Address
5320 Pleasant Run Rd, Colleyville, TX 76034
Preparer
Cal D Smallwood CPA
Phone
8174271040
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Campus improvements and landscaping”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 60832.”

Form 990EZ, Part I, Line 16

“INSURANCE 435.”

Form 990EZ, Part I, Line 16

“Dues & subscriptions 2629.”

Form 990EZ, Part I, Line 16

“VOLUNTEER EXPENSES 130.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 225.”

Raw XML Appendix196 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRINA GRYNN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE YOSHINAKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTEN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ASHLEY CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP DISBURSEMENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064251
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt048
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32007
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt012839
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02
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IRS990EZ/TotalExpensesAmt064299
IRS990EZ/TotalProgramServiceExpensesAmt060832
IRS990EZ/TotalRevenueAmt066857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07251
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL BASH
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08312
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAMPUS IMPROVEMENTS AND LANDSCAPING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 60832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTIONS 2629.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VOLUNTEER EXPENSES 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE SUPPLIES 225.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA ORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179495400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-27
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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/PreparerFirmGrp/PreparerFirmEIN0473844942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smallwood & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05320 Pleasant Run Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colleyville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076034
ReturnHeader/PreparerPersonGrp/PhoneNum08174271040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL D SMALLWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-27T12:41:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORR
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,335
Liabilities
-
Net assets
$57,335
Revenue
$66,857
Expenses
$64,299
Net income
$2,558
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