2016-11-14T11:18:06-06:00 2015-12-31 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2015-01-01 752638646 CARROLL EDUCATION FOUNDATION INC CARR 8179497064 PO BOX 93041 SOUTHLAKE TX 760921041 CHUCK KOSKOVICH PRES ELECT/DIRECTOR 8179495982 2016-11-14 true ELAINE L SOMMERVILLE CPA P00204458 8177955046 2016-11-14 2015 2017-02-10 21:41:12Z MIMI TRAN PO BOX 93041 SOUTHLAKE TX 76092 436778 false X WWW.SOUTHLAKECEF.ORG X 1996 TX TO PROVIDE FINANCIAL ASSISTANCE TO THE TEACHERS AND STUDENTS OF THE CARROLL INDEPENDENT SCHOOL DISTRICT 24 24 1 0 142300 199579 0 68190 66824 -10661 31030 199829 297433 94900 91476 0 62165 61940 0 26703 57357 40254 214422 193670 -14593 103763 1125409 1264392 0 1125409 1264392 TO ENRICH, EXPAND, AND PROTECT EXCELLENCE IN EDUCATION BY CREATING AND DISTRIBUTING RESOURCES FOR THE BENEFIT OF THE STUDENTS OF CARROLL INDEPENDENT SCHOOL DISTRICT. false false 97296 79476 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. IN 2015, 24 TEACHERS RECEIVED GRANTS TO COVER EDUCATIONAL EXPENSES. 12000 12000 CARROLL EDUCATION FOUNDATION ADMINISTERS SCHOLARSHIPS TO BE AWARDED TO HIGH SCHOOL SENIORS EACH YEAR TO FURTHER THEIR EDUCATION. IN 2015, 12 STUDENTS RECEIVED SCHOLARSHIPS. 109296 true true false false false false false false false false false false false false false false false false false false false false false false true false false false true false false false true true false false false false true true false false false false false false false true 0 0 1 true false false false false false true false false false false false X 24 24 false false false true false false false true true false false false false false false true false false X KATHY TALLEY 8179497064 PO BOX 93041 SOUTHLAKE TX 76092 KELLI HENDERSON PAST PRES/DI 1.00 X X 0 0 0 SHANNON GUTHRIE SECRETARY/DI 1.00 X X 0 0 0 TODD CARLTON TREASURER/DI 1.00 X X 0 0 0 CHUCK KOSKOVICH PRES ELECT/D 1.00 X X 0 0 0 DAVID PARRISH AT LARGE/DIR 1.00 X X 0 0 0 JONATHAN PIKE AT LARGE/DI 1.00 X X 0 0 0 ED ADAMS DIRECTOR 1.00 X 0 0 0 RICH CHAMBERLAIN DIRECTOR 1.00 X 0 0 0 JAMES AUGHENBAUGH II DIRECTOR 1.00 X 0 0 0 ANTHONY ERICKSON DIRECTOR 1.00 X 0 0 0 VANESSA HORNYAK DIRECTOR 1.00 X 0 0 0 SARAH MASON DIRECTOR 1.00 X 0 0 0 NOLAN OGDEN DIRECTOR 1.00 X 0 0 0 STEPHANIE PENNINGTON DIRECTOR 1.00 X 0 0 0 SHELLY POWELL DIRECTOR 1.00 X 0 0 0 NATHAN TAYLOR DIRECTOR 1.00 X 0 0 0 RON TEER DIRECTOR 1.00 X 0 0 0 NICOLE TESORIERO DIRECTOR 1.00 X 0 0 0 SHERRI WILLIAMS DIRECTOR 1.00 X 0 0 0 DANIELLE VAUGHN DIRECTOR 1.00 X 0 0 0 LISA QUINN AT LARGE/DIR 1.00 X X 0 0 0 MIMI TRAN PRESIDENT/DI 1.00 X X 0 0 0 ROBIN AUSTIN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ARCHER DIRECTOR 1.00 X 0 0 0 SHEILA HALLIMAN DIRECTOR 1.00 X 0 0 0 HEATHER JARVIS DIRECTOR 1.00 X 0 0 0 STEPHANIE MOONEY DIRECTOR 1.00 X 0 0 0 KATHY TALLEY DIRECTOR 1.00 X 0 0 0 LAURA GROSSKOPF EXECUTIVE DI 40.00 X 50000 0 0 50000 false false false 117997 81582 58237 199579 65484 65484 20385 19045 1340 1340 1340 148810 117997 115600 33210 33210 2520 4700 -2180 -2180 297433 97854 150 150 91326 91326 50039 12510 20016 17513 8076 2019 3230 2827 3825 956 1530 1339 6729 6729 2200 2200 8266 8266 2361 1804 557 4448 4448 9496 9477 19 1991 425 1566 52 52 504 504 2514 2514 PRIZES & AWARDS 1129 1129 DUES & MEMBERSHIPS 339 339 MEALS 225 225 193670 109296 57671 26703 2564 82486 717 102269 1122128 1079637 1125409 1264392 0 0 X 1125409 1264392 1125409 1264392 1125409 1264392 103763 -81049 116269 X false false false X 252198 212348 261183 142300 199579 1067608 252198 212348 261183 142300 199579 1067608 52732 1014876 39546 36653 43994 76885 65484 262562 33210 33210 1363380 0.74440 0.78350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CULINARY CELEBR 266807 117997 148810 17372 3047 12353 82828 266807 117997 148810 17372 3047 12353 82828 115600 33210 true SCHOLARSHIPS 12 12000 TEACHER GRANTS 24 79326 SCHEDULE I, PAGE 1, PART I, LINE 2 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, THE CEF EXECUTIVE DIRECTOR, AS WELL AS VARIOUS CISD TEACHERS AND ADMINISTRATORS, 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 2500. THE SCHOLARSHIP COMMITTEE, MADE UP OF CEF BOARD MEMBERS, COMES TOGETHER ONCE A YEAR TO SELECT 10 OR MORE SCHOLARSHIP RECIPIENTS FROM CISD GRADUATING SENIOR APPLICANTS. EACH APPLICANT IS REVIEWED ON SEVERAL FACTORS INCLUDING MERIT, VOLUNTEER WORK, COMMUNITY INVOLVEMENT, EXTRACURRICULAR ACTIVITIES AND MORE. EACH RECIPIENT WILL RECEIVE A ONE TIME 1500 SCHOLARSHIP TO THE UNIVERSITY OR COLLEGE OF THEIR CHOICE. KACY HANKINS FORMER OFFICER SEE PART V false 30677 KACY HANKINS EXECUTIVE DIRECTOR X 116269 102269 false false false 102269 SCHEDULE L, PART V PART I, LINE 1, COLUMN (C) - UNAUTHORIZED DIVERSION OF ASSETS PART I - NONE OF THE ORGANIZATION'S MANAGERS PARTICIPATED IN THE EXCESS BENEFIT TRANSACTION. PART II - THE LOAN ON THE BALANCE SHEET IS AN EXCESS BENEFIT TRANSACTION LISTED IN PART I. ACCORDING TO THE INSTRUCTIONS THIS TRANSACTION IS NOT LISTED IN PART II. X 1 60 FMV X 15791 FMV X FOOD & WINE 23 17289 FMV X ENTERTAINMENT 104 9497 FMV X MISCELLANEOUS 2 2800 FMV X TRAVEL 4 12800 FMV false false false SCHEDULE M, PAGE 2, PART II PART I COLUMN B IS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PAGE 6, PART VI, LINE 5 DURING THE YEAR, THE ORGANIZATION DISCOVERED 130,780.33 HAD BEEN DIVERTED TO THE PERSONAL PURPOSES OF AN OFFICER OVER A 5 YEAR PERIOD WITHOUT PROPER AUTHORIZATION OR REPORTING. THE ORGANIZATION ENGAGED AN ATTORNEY AND ENTERED INTO A REPAYMENT AGREEMENT WITH THE INDIVIDUAL. THE AGREEMENT ESTABLISHES A PAYMENT SCHEDULE TO REPAY AN AGREED UPON AMOUNT TO THE ORGANIZATION. AS OF THE END OF 2015 14,000 HAD BEEN REPAID. THE INDIVIDUAL RESIGNED AS OF THE END OF 2014 AND CURRENTLY IS NOT ASSOCIATED WITH THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE FINANCE COMMITTEE CHAIR, THE TREASURER AND THE PRESIDENT REVIEW THE FORM 990 UPON ITS COMPLETION. UPON THEIR 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 FEBRUARY 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. FORM 990, PART XI, LINE 9 MISAPPROPRIATION OF ASSETS 116,269 TOTAL 116,269