CARROLL EDUCATION FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARROLL EDUCATION FOUNDATION INC (EIN 75-2638646)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349302749
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T11:41:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412024514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMMERVILLE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 MATLOCK RD STE 201 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760152936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752638646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARROLL EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 8179497064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93041 | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760921041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH MASON | PersonNm |
| Person Title | INCOMING PRES/DIR. | PersonTitleTxt |
| Phone | 8179495982 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELAINE L SOMMERVILLE CPA | PreparerPersonNm |
| PTIN | P00204458 | PTIN |
| Phone | 8177955046 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 640FD803AC10D156D639283E94DC6CBDEAA30DC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D3FCBD9B0E22ED9247C5972FCFF84A3507B16488 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHUCK KOSKOVICH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93041 | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $382,603 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHLAKECEF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FINANCIAL ASSISTANCE TO THE TEACHERS AND STUDENTS OF THE CARROLL INDEPENDENT SCHOOL DISTRICT | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $199,579 | PYContributionsGrantsAmt |
| CY Contributions Grants | $219,093 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,036 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,030 | PYOtherRevenueAmt |
| CY Other Revenue | $16,216 | CYOtherRevenueAmt |
| PY Total Revenue | $297,433 | PYTotalRevenueAmt |
| CY Total Revenue | $283,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $91,476 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $110,300 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,940 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,452 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,004 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,254 | PYOtherExpensesAmt |
| CY Other Expenses | $30,668 | CYOtherExpensesAmt |
| PY Total Expenses | $193,670 | PYTotalExpensesAmt |
| CY Total Expenses | $202,420 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $103,763 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $80,925 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,264,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,389,723 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $131 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,264,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,389,592 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENRICH, EXPAND, AND PROTECT EXCELLENCE IN EDUCATION BY CREATING AND DISTRIBUTING RESOURCES FOR THE BENEFIT OF THE STUDENTS OF CARROLL INDEPENDENT SCHOOL DISTRICT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $121,255 | ExpenseAmt |
| Grant | $101,300 | GrantAmt |
| Desc | CARROLL EDUCATION FOUNDATION'S GRANT PROGRAM PROVIDES SUPPORT TO TEACHERS FOR INNOVATIVE AND CREATIVE INSTRUCTIONAL APPROACHES NOT COVERED BY THE DISTRICT'S NORMAL OPERATING BUDGET. FUNDS ARE USED TO FACILITATE STUDENT ACHIEVEMENT AND SKILL DEVELOPMENT AND TO RECOGNIZE AND ENCOURAGE STAFF EXCELLENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,000 | ExpenseAmt |
| Grant | $9,000 | GrantAmt |
| Desc | CARROLL EDUCATION FOUNDATION ADMINISTERS SCHOLARSHIPS TO BE AWARDED TO HIGH SCHOOL SENIORS EACH YEAR TO FURTHER THEIR EDUCATION. IN 2016, 9 STUDENTS RECEIVED SCHOLARSHIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $130,255 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY TALLEY | PersonNm |
| Phone | 8179497064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 93041 | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KELLI HENDERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK KOSKOVICH | ||||||
| PRESIDENT/DI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHANIE PENNINGTON | ||||||
| AT LARGE/DI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ED ADAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VANESSA HORNYAK | ||||||
| SECRETARY/DI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH MASON | ||||||
| INCOMING PRE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NOLAN OGDEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHELLY POWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE TESORIERO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRI WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLE VAUGHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA QUINN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIMI TRAN | ||||||
| PAST PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBIN AUSTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER JARVIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY TALLEY | ||||||
| TREASURER/DI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ED BUNNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER DELAPP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE DOYLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LOVENBURG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY O'TOOLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL VENESKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA GROSSKOPF | ||||||
| EXECUTIVE DI | 40.00 | $57,085 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $57,085 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $146,978 | FundraisingAmt |
| All Other Contributions | $72,115 | AllOtherContributionsAmt |
| Noncash Contributions | $39,198 | NoncashContributionsAmt |
| Total Contributions | $219,093 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,435 | TotalRevenueColumnAmt |
| Exclusion | $46,435 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,054 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,453 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,601 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,601 | TotalRevenueColumnAmt |
| Exclusion | $1,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,021 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $146,978 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $92,525 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,496 | TotalRevenueColumnAmt |
| Exclusion | $9,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $11,000 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,280 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,720 | TotalRevenueColumnAmt |
| Exclusion | $6,720 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,345 | TotalRevenueColumnAmt |
| Exclusion | $64,252 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,300 | TotalAmt |
| Program Services | $10,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,380 | TotalAmt |
| Program Services | $14,595 | ProgramServicesAmt |
| Management And General | $23,352 | ManagementAndGeneralAmt |
| Fundraising | $20,433 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,072 | TotalAmt |
| Program Services | $768 | ProgramServicesAmt |
| Management And General | $1,229 | ManagementAndGeneralAmt |
| Fundraising | $1,075 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,330 | TotalAmt |
| Management And General | $4,330 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425 | TotalAmt |
| Management And General | $425 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,370 | TotalAmt |
| Management And General | $8,370 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870 | TotalAmt |
| Fundraising | $870 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,159 | TotalAmt |
| Management And General | $6,071 | ManagementAndGeneralAmt |
| Fundraising | $88 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,230 | TotalAmt |
| Program Services | $1,615 | ProgramServicesAmt |
| Management And General | $1,615 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851 | TotalAmt |
| Management And General | $851 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371 | TotalAmt |
| Program Services | $371 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $920 | TotalAmt |
| Program Services | $920 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,519 | TotalAmt |
| Management And General | $2,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PRIZES & AWARDS | $2,158 | $1,620 | $538 | |
| DUES & MEMBERSHIPS | $399 | $399 | ||
| MEALS | $66 | $66 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,420 | TotalAmt |
| Program Services | $130,255 | ProgramServicesAmt |
| Management And General | $49,161 | ManagementAndGeneralAmt |
| Fundraising | $23,004 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,486 | BOYAmt |
| EOY | $116,797 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $15,685 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $80 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,269 | BOYAmt |
| EOY | $89,269 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,079,637 | BOYAmt |
| EOY | $1,167,892 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,392 | BOYAmt |
| EOY | $1,389,723 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $131 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,392 | BOYAmt |
| EOY | $1,355,292 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $34,300 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,392 | BOYAmt |
| EOY | $1,389,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,392 | BOYAmt |
| EOY | $1,389,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $80,925 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,275 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,093 | CurrentTaxYearAmt |
| Total | $1,034,503 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,093 | CurrentTaxYearAmt |
| Total | $1,034,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $52,952 | SubstantialContributorsTotAmt |
| Public Support Total170 | $981,551 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,435 | CurrentTaxYearAmt |
| Total | $269,451 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $33,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,216 | CurrentTaxYearAmt |
| Total | $48,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,352,380 | TotalSupportAmt |
| Public Support CY170 | 0.72580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CULINARY CELEBR | Event1Nm |
| Gross Receipts Event1 | $174,478 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $146,978 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $26,634 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,689 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,483 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,390 | OtherDirectExpensesEvent1Amt |
| Event2 | AUCTION | Event2Nm |
| Gross Receipts Event2 | $74,521 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $74,521 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $41,329 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $248,999 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $146,978 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,021 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,634 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,689 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,483 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,719 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $92,525 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,496 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARROLL INDEPENDENT SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 NORTH CARROLL AVE | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 756005011 | RecipientEIN |
| IRC Section | GOV | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Purpose Of Grant | TEACHER GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 9 | $9,000 |
| TEACHER AWARDS | $1,300 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE CARROLL EDUCATION FOUNDATION HAS CREATED TWO COMMITTEES TO MONITOR THE GRANT FUNDS, THE GRANT COMMITTEE AND THE SCHOLARSHIP COMMITTEE. THE GRANT COMMITTEE COMES TOGETHER ONCE A YEAR TO SELECT RECIPIENTS OF CEF TEACHERS GRANTS. EACH YEAR, CISD TEACHERS COMPLETE APPLICATIONS TO CEF. THE COMMITTEE, FORMED BY CEF BOARD MEMBERS, REVIEWS EACH APPLICATION AND DETERMINES IF IT MEETS THE CRITERIA. STATISTICALLY, CEF FUNDS MORE THAN 90% OF ALL APPLICATIONS THEY RECEIVE. THE AVERAGE GRANT IS APPROXIMATELY 3,500. THE SCHOLARSHIP COMMITTEE, MADE UP OF CEF BOARD MEMBERS, COMES TOGETHER ONCE A YEAR TO SELECT SCHOLARSHIP RECIPIENTS FROM CISD GRADUATING SENIOR APPLICANTS. EACH APPLICANT IS REVIEWED ON SEVERAL FACTORS INCLUDING MERIT, VOLUNTEER WORK, COMMUNITY INVOLVEMENT, EXTRACURRICULAR ACTIVITIES, TEACHER RECOMMENDATION AND COMMUNITY MEMBER RECOMMENDATION. EACH RECIPIENT WILL RECEIVE A ONE TIME 1,000 SCHOLARSHIP TO THE UNIVERSITY OR COLLEGE OF THEIR CHOICE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KACY HANKINS | PersonNm |
| Relationship With Org | FORMER OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | CORRECT EBT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $116,269 | OriginalPrincipalAmt |
| Balance Due | $89,269 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | false | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $89,269 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,398 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | JEWELRY | 6 | $10,773 | FAIR MARKET VALUE |
| Yes (X) | GIFTCARDS/EVENT | 61 | $17,216 | FAIR MARKET VALUE |
| Yes (X) | LIVESTOCK | 1 | $800 | FAIR MARKET VALUE |
| Yes (X) | WINE & SPIRITS | 4 | $1,611 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | PART I COLUMN B IS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE PRESIDENT REVIEWS THE FORM 990 UPON ITS COMPLETION. UPON HER APPROVAL THE RETURN IS PREPARED FOR SIGNATURE BY THE CPA FIRM AND THE RETURN IS SIGNED BY THE PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE SALARY FOR THE EXECUTIVE DIRECTOR WAS ESTABLISHED BY THE BOARD OF DIRECTORS USING OUTSIDE DATA IN 2015. IT IS VOTED ON BY THE BOARD AND DOCUMENTED IN THE MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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