Civic Intelligence

Carroll Middle School Ptso

990EZ • Fiscal year 2023 • EIN 75-2879772

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 22, 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-32%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,790

Down $18,545 (-32%) from 2022

Net Assets

Down

$38,790

Down $18,545 (-32%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$49,669

Down $17,188 (-26%) from 2022

Expenses

Up

$68,214

Up $3,915 (+6.1%) from 2022

Net Income

Down

-$18,545

Down $21,103 (-825%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$38,790
Liabilities-
Net Assets$38,790
Open 2023 Filing

Operations Trend

Revenue Growth21st 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

2023

Revenue$49,669
Expenses$68,214
Net Income-$18,545
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 22, 2024
Return Version
2022v5.0
Gross Receipts
$72,318
Mission and Program Overview

Mission

Support carroll middle school

Program Services

DescriptionGrantsExpenses
APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS-$50,423
TEACHER & ADMINISTRATION APPRECIATIO & SUPPORT-$11,803
STUDENT PROGRAMS-$3,712
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA ORRTreasurerPT$0--
ELIZABETH SPIETHPresidentPT$0--
KRISTEN NELSONVice PresidePT$0--
TIERNEY DORMAVP FundraisiPT$0--
JENNIFER MITCHELLVP DisbursemPT$0--
ASHLEY CUNNINGHAMSecretaryPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Amanda Orr
Title
Treasurer
Phone
8179495400
Signed
2024-03-22
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 insurance 435 dues and subscriptions 726 volunteer expenses 200 office supplies 101 program expenses 50,423 program expenses 3,712 program expenses 11,803 total 67,400”

Raw XML Appendix142 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/PersonNm0AMANDA ORR
IRS990EZ/BooksInCareOfDetail/PhoneNum08179495400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 KIRKWOOD BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038790
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028518
IRS990EZ/CostOfGoodsSoldAmt016543
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18545
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0802
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057335
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038790
IRS990EZ/FundraisingGrossIncomeAmt010034
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07741
IRS990EZ/GrossReceiptsAmt072318
IRS990EZ/GrossSalesOfInventoryAmt024284
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09482
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057335
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038790
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057335
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038790
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/PersonNm1ELIZABETH SPIETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIERNEY DORMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ASHLEY CUNNINGHAM
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/OtherExpensesTotalAmt067400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CARROLL MIDDLE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0APPROVED DISBURSEMENT ITEMS FOR EDUCATIONAL MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER & ADMINISTRATION APPRECIATIO & SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050423
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13712
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211803
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06106
IRS990EZ/SpecialEventsNetIncomeLossAmt03928
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068214
IRS990EZ/TotalProgramServiceExpensesAmt065938
IRS990EZ/TotalRevenueAmt049669
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080291
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0158066
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085748
IRS990ScheduleA/Total509Grp/TotalAmt0158066
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085748
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0158066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 435 DUES AND SUBSCRIPTIONS 726 VOLUNTEER EXPENSES 200 OFFICE SUPPLIES 101 PROGRAM EXPENSES 50,423 PROGRAM EXPENSES 3,712 PROGRAM EXPENSES 11,803 TOTAL 67,400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA ORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179495400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARROLL MIDDLE SCHOOL PTSO
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0752879772
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/PreparationDt02024-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL SMALLWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-26T13:30:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORR
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,790
Liabilities
-
Net assets
$38,790
Revenue
$49,669
Expenses
$68,214
Net income
-$18,545
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