Civic Intelligence

White Rose Educational Fund

EIN 20-3190654 • 501(c)3 • Portland, OR

Profile

The white rose educational fund's primary exempt purpose is to: 1. Award grants to other non-profit organizations for educational purposes. 2. Make scholarship donations to deserving students based on their academic achievements and financial needs. 3. Advance the educational growth of students through scholarships, education, cultural and civic opportunities.

PO Box 3882Portland, OR 97208-3882

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

19th percentile

-29%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-14%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,602

Down $14,512 (-18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$66,602

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$49,539

Down $8,277 (-14%) from 2023

Expenses

Down

$64,051

Down $6,429 (-9.1%) from 2023

Net Income

Down

-$14,512

Down $1,848 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $7,599Liabilities 2011: $02011Assets 2012: $5,656Liabilities 2012: $02012Assets 2013: $8,112Liabilities 2013: $02013Assets 2014: $6,915Liabilities 2014: $02014Assets 2015: $23,226Liabilities 2015: $02015Assets 2016: $34,229Liabilities 2016: $02016Assets 2017: $52,774Liabilities 2017: $02017Assets 2018: $50,971Liabilities 2018: $02018Assets 2019: $74,254Liabilities 2019: $02019Assets 2020: $65,734Liabilities 2020: $02020Assets 2021: $79,164Net Assets 2021: $79,1642021Assets 2022: $93,778Net Assets 2022: $93,7782022Assets 2023: $81,114Liabilities 2023: $02023Assets 2024: $66,602Net Assets 2024: $66,6022024

Highlighted filing

2024

Assets$66,602
Liabilities-
Net Assets$66,602
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $5,966Expenses 2011: $3,811Net Income 2011: $2,1552011Revenue 2012: $17,473Expenses 2012: $19,416Net Income 2012: -$1,9432012Revenue 2013: $17,876Expenses 2013: $15,420Net Income 2013: $2,4562013Revenue 2014: $9,295Expenses 2014: $10,492Net Income 2014: -$1,1972014Revenue 2015: $38,133Expenses 2015: $21,822Net Income 2015: $16,3112015Revenue 2016: $37,496Expenses 2016: $26,493Net Income 2016: $11,0032016Revenue 2017: $51,924Expenses 2017: $33,379Net Income 2017: $18,5452017Revenue 2018: $21,619Expenses 2018: $23,422Net Income 2018: -$1,8032018Revenue 2019: $61,974Expenses 2019: $38,691Net Income 2019: $23,2832019Revenue 2020: $7,326Expenses 2020: $15,961Net Income 2020: -$8,6352020Revenue 2021: $62,736Expenses 2021: $49,306Net Income 2021: $13,4302021Revenue 2022: $81,471Expenses 2022: $66,857Net Income 2022: $14,6142022Revenue 2023: $57,816Expenses 2023: $70,480Net Income 2023: -$12,6642023Revenue 2024: $49,539Expenses 2024: $64,051Net Income 2024: -$14,5122024

Highlighted filing

2024

Revenue$49,539
Expenses$64,051
Net Income-$14,512
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,602
Liabilities
-
Net assets
$66,602
Revenue
$49,539
Expenses
$64,051
Net income
-$14,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.6$66.6$49.5$64.1$14.5
2023Summary only. Only limited summary data is available for this year.$81.1$0.00$57.8$70.5$12.7
2022Detailed filing. Detailed filing data is available for this year.$93.8$93.8$81.5$66.9$14.6
2021Detailed filing. Detailed filing data is available for this year.$79.2$79.2$62.7$49.3$13.4
2020Summary only. Only limited summary data is available for this year.$65.7$0.00$7.33$16.0$8.64
2019Summary only. Only limited summary data is available for this year.$74.3$0.00$62.0$38.7$23.3
2018Summary only. Only limited summary data is available for this year.$51.0$0.00$21.6$23.4$1.80
2017Summary only. Only limited summary data is available for this year.$52.8$0.00$51.9$33.4$18.5
2016Summary only. Only limited summary data is available for this year.$34.2$0.00$37.5$26.5$11.0
2015Summary only. Only limited summary data is available for this year.$23.2$0.00$38.1$21.8$16.3
2014Summary only. Only limited summary data is available for this year.$6.92$0.00$9.30$10.5$1.20
2013Summary only. Only limited summary data is available for this year.$8.11$0.00$17.9$15.4$2.46
2012Summary only. Only limited summary data is available for this year.$5.66$0.00$17.5$19.4$1.94
2011Summary only. Only limited summary data is available for this year.$7.60$0.00$5.97$3.81$2.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.0
Gross Receipts
$49,539
Mission and Program Overview

Mission

The white rose educational fund's primary exempt purpose is to: 1. Award grants to other non-profit organizations for educational purposes. 2. Make scholarship donations to deserving students based on their academic achievements and financial needs. 3. Advance the educational growth of students through scholarships, education, cultural and civic opportunities.

Program Services

DescriptionGrantsExpenses
THE WHITE ROSE EDUCATIONAL FUND GAVE 2,000 IN SCHOLARSHIPS; AND DONATED 18,850 TO OTHER ORGANIZATIONS.-$52,207
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA HARRISPresident-$0--
M YVONNE WILLIAMSSecretary-$0--
JOHNNIE M REED BROADOUSTreasurer-$0--
JOHNNIE STOKESBoard Member-$0--
SYLVIA WELCHBoard Member-$0--
CARLA PENN-HOPSONBoard Membe-$0--
Filing and Contact Details

Filer

Filer Name
White Rose Educational Fund
EIN
20-3190654
Address
PO BOX 3882, PORTLAND, OR 97208-3882

Signing Officer

Name
Johnnie M Reed Broadous
Title
Treasurer
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Fred L Carter CPA
Address
2300 SW FIRST AVE STE 100, PORTLAND, OR 97201
Preparer
Fred L Carter CPA
Phone
5033517250
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Line 10, grants and similar amounts paid: scholarships 4,000 links, inc portland chapter 3,000 greater giving 397 total 7,397”

Form 990-ez, Part I, Line 16

“Expenses publicity/advertising 1,600 liability insurance 1,271 western area conference 2,000 bank charges 220 scholarships 2,000 grants to others 18,850 program outreach fees 1,800 oha planning 3,100 oha financial management 1,500 web maintenance 1,775 flyers & programs 375 honorariums 950 church coordinators/ plan 3,880 equipment rental 783 musicians 550 consultants 2,500 program admin 1,800 event clean up 115 event communication 1,000 speakers 600 photographer 300 community meeting expense 1,265 administrative fees 7,500 catering expenses 600 space rental 420 graphic designer 375 zoom video 160 food/supplies 3,877 mkl program tickets 150 program assistance 100 chab coordinator 600 security 50 miscellaneous expenses 90 taxes & licenses 98 consulting services 200 total 62,454”

Form 990-ez, Part III

“The white rose educational fund's primary exempt purpose is to: 1. Award grants to other non-profit organizations for educational purposes. 2. Make scholarship donations to deserving students based on their academic achievements and financial needs. 3. Advance the educational growth of students through scholarships, education, cultural and civic opportunities.”

Raw XML Appendix145 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05038062338
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0972083882
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081114
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IRS990EZ/GrossReceiptsAmt049539
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081114
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066602
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081114
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1M YVONNE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHNNIE M REED BROADOUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHNNIE STOKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SYLVIA WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARLA PENN-HOPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062454
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE WHITE ROSE EDUCATIONAL FUND'S PRIMARY EXEMPT PURPOSE IS TO: 1. AWARD GRANTS TO OTHER NON-PROFIT ORGANIZATIONS FOR EDUCATIONAL PURPOSES. 2. MAKE SCHOLARSHIP DONATIONS TO DESERVING STUDENTS BASED ON THEIR ACADEMIC ACHIEVEMENTS AND FINANCIAL NEEDS. 3. ADVANCE THE EDUCATIONAL GROWTH OF STUDENTS THROUGH SCHOLARSHIPS, EDUCATION, CULTURAL AND CIVIC OPPORTUNITIES.
IRS990EZ/PrintingPublicationsPostageAmt095
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE WHITE ROSE EDUCATIONAL FUND GAVE 2,000 IN SCHOLARSHIPS; AND DONATED 18,850 TO OTHER ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064051
IRS990EZ/TotalProgramServiceExpensesAmt052207
IRS990EZ/TotalRevenueAmt049539
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 200 FUNDRAISING EVENTS 10,396
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04962
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt050
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02364
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95910
IRS990ScheduleA/PublicSupportPY170Pct00.87230
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049539
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04962
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0248292
IRS990ScheduleA/TotalSupportAmt0258888
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: SCHOLARSHIPS 4,000 LINKS, INC PORTLAND CHAPTER 3,000 GREATER GIVING 397 TOTAL 7,397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PUBLICITY/ADVERTISING 1,600 LIABILITY INSURANCE 1,271 WESTERN AREA CONFERENCE 2,000 BANK CHARGES 220 SCHOLARSHIPS 2,000 GRANTS TO OTHERS 18,850 PROGRAM OUTREACH FEES 1,800 OHA PLANNING 3,100 OHA FINANCIAL MANAGEMENT 1,500 WEB MAINTENANCE 1,775 FLYERS & PROGRAMS 375 HONORARIUMS 950 CHURCH COORDINATORS/ PLAN 3,880 EQUIPMENT RENTAL 783 MUSICIANS 550 CONSULTANTS 2,500 PROGRAM ADMIN 1,800 EVENT CLEAN UP 115 EVENT COMMUNICATION 1,000 SPEAKERS 600 PHOTOGRAPHER 300 COMMUNITY MEETING EXPENSE 1,265 ADMINISTRATIVE FEES 7,500 CATERING EXPENSES 600 SPACE RENTAL 420 GRAPHIC DESIGNER 375 ZOOM VIDEO 160 FOOD/SUPPLIES 3,877 MKL PROGRAM TICKETS 150 PROGRAM ASSISTANCE 100 CHAB COORDINATOR 600 SECURITY 50 MISCELLANEOUS EXPENSES 90 TAXES & LICENSES 98 CONSULTING SERVICES 200 TOTAL 62,454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE WHITE ROSE EDUCATIONAL FUND'S PRIMARY EXEMPT PURPOSE IS TO: 1. AWARD GRANTS TO OTHER NON-PROFIT ORGANIZATIONS FOR EDUCATIONAL PURPOSES. 2. MAKE SCHOLARSHIP DONATIONS TO DESERVING STUDENTS BASED ON THEIR ACADEMIC ACHIEVEMENTS AND FINANCIAL NEEDS. 3. ADVANCE THE EDUCATIONAL GROWTH OF STUDENTS THROUGH SCHOLARSHIPS, EDUCATION, CULTURAL AND CIVIC OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNNIE M REED BROADOUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITE ROSE EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0203190654
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3882
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972083882
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 SW FIRST AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05033517250
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED L CARTER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-28T20:52:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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