Civic Intelligence

Carroll Middle School Ptso

990EZ • Fiscal year 2024 • EIN 75-2879772

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 18, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

33rd percentile

-4.5%

Higher net margin than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-6.5%

Faster asset growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,257

Down $2,533 (-6.5%) from 2023

Net Assets

Down

$36,257

Down $2,533 (-6.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$56,896

Up $7,227 (+15%) from 2023

Expenses

Down

$59,429

Down $8,785 (-13%) from 2023

Net Income

Up

-$2,533

Up $16,012 (+86%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2024

Assets$36,257
Liabilities-
Net Assets$36,257
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

2024

Revenue$56,896
Expenses$59,429
Net Income-$2,533
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 18, 2024
Return Version
2023v5.0
Gross Receipts
$68,297
Mission and Program Overview

Mission

Support carroll middle school

Program Services

DescriptionGrantsExpenses
APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS-$41,113
TEACHER & ADMINISTRATION APPRECIATION & SUPPORT-$11,778
STUDENT PROGRAMS-$4,021
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA ORRTreasurerPT$0--
JENNIFER MITCHELLPresidentPT$0--
NICKI HYDEVice PresidePT$0--
TRINA GWYNNVP FundraisiPT$0--
SALLY MORRISVP DisbursemPT$0--
LEAH CAMPBELLSecretaryPT$0--
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 Elliot
Title
Treasurer
Phone
8179495400
Signed
2024-07-18
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 97 insurance 440 program expense 41,113 program expense 4,021 program expense 11,778 dues & subscriptions 765 volunteer expenses 357 total 58,571”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE ELLIOT
IRS990EZ/BooksInCareOfDetail/PhoneNum08179495400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 KIRKWOOD BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038790
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036257
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025587
IRS990EZ/CostOfGoodsSoldAmt03262
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2533
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0858
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038790
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036257
IRS990EZ/FundraisingGrossIncomeAmt011731
IRS990EZ/GrossProfitLossSlsOfInvntryAmt014952
IRS990EZ/GrossReceiptsAmt068297
IRS990EZ/GrossSalesOfInventoryAmt018214
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0691
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012074
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038790
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036257
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038790
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036257
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA ORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICKI HYDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRINA GWYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SALLY MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEAH CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP DISBURSEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058571
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CARROLL MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER & ADMINISTRATION APPRECIATION & SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041113
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14021
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211778
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08139
IRS990EZ/SpecialEventsNetIncomeLossAmt03592
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059429
IRS990EZ/TotalProgramServiceExpensesAmt056912
IRS990EZ/TotalRevenueAmt056896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115436
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0691
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0110235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0691
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt0225671
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085748
IRS990ScheduleA/Total509Grp/TotalAmt0225671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085748
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 97 INSURANCE 440 PROGRAM EXPENSE 41,113 PROGRAM EXPENSE 4,021 PROGRAM EXPENSE 11,778 DUES & SUBSCRIPTIONS 765 VOLUNTEER EXPENSES 357 TOTAL 58,571
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE ELLIOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179495400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-18
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/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL SMALLWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-12T17:51:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,257
Liabilities
-
Net assets
$36,257
Revenue
$56,896
Expenses
$59,429
Net income
-$2,533
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