Carroll Middle School Ptso
Nonprofit profile at a glance
- EIN
- 752879772
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Southlake, TX, USA
- Phone
- 8179495400
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $78,135
- Expenses
- $70,382
- Assets
- $44,010
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- KRISTEN NELSON (PRESIDENT)
People named in this filing
- JULIE ELLIOTT (TREASURER)
- KRISTEN NELSON (PRESIDENT)
- KAVYA YALAMANCHILI (VP COMMUNICA)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Support carroll middle school
What it reported doing in 2024
Approved disbursement items for educational materials
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 90
- Transparency & Controls: 82
- Sustainability: 46
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.7%; rating input score 87
- Program expense ratio: 96.2%; rating input score 96
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 9.9%; rating input score 62; 62nd percentile among comparable filings
- Total-asset coverage ratio: 0.63; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 1.8% per year; rating input score 100; 54th percentile among comparable filings
- Revenue growth: 6.5% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: -9.6% per year; rating input score 0; 17th percentile among comparable filings
Details
- Where the money goes: 86.7% of revenue deployed · 96.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $68K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.