CARROLLWOOD DAY SCHOOL EDUCATION INC Charity Report

Public IRS 990 nonprofit record

CARROLLWOOD DAY SCHOOL EDUCATION INC

EIN 31-1581952 · Education (B24Z)

What they do

CARROLLWOOD DAY SCHOOLS MISSION is to CREATE ENTREPRENEURIAL THINKERS for A GLOBAL SOCIETY. WE PROVIDE STRONG CHARACTER-BASED EDUCATION EMPHASIZING PROBLEM-SOLVING SKILLS and PHILANTHROPIC UNDERSTANDING. OUR STUDENTS ARE PREPARED to BE WORLD LEADERS USING AN INTERNATIONAL BACCALAUREATE CURRICULUM, CUTTING-EDGE TECHNOLOGY, CREATIVE ARTS, and COMPETITIVE ATHLETICS. MOST IMPORTANTLY, CARROLLWOOD DAY SCHOOL FOSTERS THE DEVELOPMENT of THE ENTIRE STUDENT NOT ONLY IN ACADEMICS, BUT ALSO ETHICALLY, EMOTIONALLY, and THROUGH SOCIAL EXPERIENCE. OUR GOAL is to HELP STUDENTS DISCOVER THEIR OWN TALENTS and INTERESTS and USE THESE to BETTER THE WORLD and THEMSELVES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.31%of revenue went to mission work88.6% of expenses · Program services

1.85%of revenue went to fundraising1.9% of expenses

$84.70spent for every $100 of revenueRevenue covered expenses this year.

9.18%of revenue went to management and office costs9.5% of expenses

$2.08in assets for every $1 spent this yearSome assets cannot be spent right away.

2.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $350,000 for SARA RUBINSTEIN (HEAD OF SCHO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$30,186,352

Mission workProgram services$25,750,65985.31% of revenue88.6% of expenses

ManagementOffice and general costs$2,770,6679.18% of revenue9.5% of expenses

FundraisingAsking for donations$557,6341.85% of revenue1.9% of expenses

Revenue left after expensesReported annual surplus$1,107,3923.67% of revenueShown in gray on the chart

Total expenses$29,078,96096.33% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 88.6% mission · 9.5% management · 1.9% fundraisingTotal expenses: 96.33% of revenue

2022Expense mix: 90.3% mission · 8.2% management · 1.5% fundraisingTotal expenses: 80.72% of revenue

2021Expense mix: 87.9% mission · 10.6% management · 1.6% fundraisingTotal expenses: 80.37% of revenue

2020Expense mix: 89.6% mission · 9.0% management · 1.4% fundraisingTotal expenses: 92.47% of revenue

2019Expense mix: 88.7% mission · 9.8% management · 1.5% fundraisingTotal expenses: 94.54% of revenue

2018Expense mix: 89.3% mission · 9.4% management · 1.3% fundraisingTotal expenses: 94.14% of revenue

2017Expense mix: 93.2% mission · 6.8% management · 0.0% fundraisingTotal expenses: 97.34% of revenue

2016Expense mix: 92.1% mission · 7.6% management · 0.3% fundraisingTotal expenses: 91.36% of revenue

Money in and money out

Revenue$34,330,676

Expenses$29,078,960

Annual surplus $5,251,716 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$25,750,659 · 88.6% of expenses

Management and office costs$2,770,667 · 9.5% of expenses

Fundraising$557,634 · 1.9% of expenses

See all reported dollar amounts

Revenue$34,330,676

Expenses$29,078,960

Assets$60,571,838

Income$37,790,847

Contributions$917,046

Mission work (program services)$25,750,659

Fundraising$557,634

Management and general$2,770,667

Stocks and bonds$7,537,463

Accounting fees$210,990

Investing fees$3,750

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SARA RUBINSTEINHEAD OF SCHO · 40 hrs/week $350,000

LARRY PITTMANCFO · 40 hrs/week $242,000

BARRY CHAMBERLINATHLETIC DIR · 40 hrs/week $140,000

TIMOTHY WALSHASST HEAD · 40 hrs/week $140,000

DAWN WILSONLS HEAD · 40 hrs/week $135,000

MICHELLE ROBINSONDIR OF INST · 40 hrs/week $135,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

SARA RUBINSTEINHEAD OF SCHO

LARRY PITTMANCFO

BARRY CHAMBERLINATHLETIC DIR

TIMOTHY WALSHASST HEAD

DAWN WILSONLS HEAD

MICHELLE ROBINSONDIR OF INST

LEN BABBITTTRUSTEE

VANESSA BERGINTRUSTEE

TRACY HUNTTRUSTEE

TONY COLEMANTRUSTEE

TERRY MULLANETRUSTEE

SHAYNE STOKESTRUSTEE

SHALIN SHAHTRUSTEE

PAIGE CULLENTRUSTEE

NICOLE HASSELBACH2ND VICE-CHA

MICHAEL BABBCHAIR

LIZ MILLERTREASURER

LISETTE GONZALEZTRUSTEE

ANDY SCAGLIONETRUSTEE

KARI WAGNER3RD VICE-CHA

JUSTIN WILSONTRUSTEE

JONATHAN ZAGERTRUSTEE

JOEL OHMANTRUSTEE

DHVANIT A PATELTRUSTEE

DAVID GRIMSICHTRUSTEE

CHRIS BALL1ST VICE-CHA

CHERYL FISHERTRUSTEE

BRANDAN TEAGUETRUSTEE

ARTY GIALLOURAKISTRUSTEE

About this charity

Recognized since: January 1998
Location: 1515 W BEARSS AVE, TAMPA, FL 33613-1111
County: Hillsborough
In care of: % KATHY GENTNER
Primary officer: SARA RUBINSTEIN, HEAD OF SCHOOL

How to reach them

WebsiteVisit the charity’s website Phone(813) 920-2288

Filing and classification

Latest tax year: 2023
Tax period began: July 1, 2023
Return type: 990
Tax preparer: FINANCIAL SOLUTION ADVISORS PLLC
NTEE classification: Education (B24Z)