Civic Intelligence

White Rose Educational Fund Incorporated

990EZ • Fiscal year 2022 • EIN 20-3190654

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 31, 2023

Organization ProfileN/A
PO Box 3882Portland, OR 97208-3882

(305) 793-9278

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

30%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$93,778

Up $14,614 (+18%) from 2021

Net Assets

Up

$93,778

Up $14,614 (+18%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$81,471

Up $18,735 (+30%) from 2021

Expenses

Up

$66,857

Up $17,551 (+36%) from 2021

Net Income

Up

$14,614

Up $1,184 (+8.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$93,778
Liabilities-
Net Assets$93,778
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$81,471
Expenses$66,857
Net Income$14,614
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 31, 2023
Return Version
2022v5.0
Gross Receipts
$81,471
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 4 X 2,000 SCHOLARSHIPS; MADE A 2,000 CONTRIBUTIONS TO LINK, INC. PORTLAND CHAPTER TO PROVIDE SCHOLARSHIPS TO OTHERS AND FOR ITS PROGRAM SERVICES; AND DONATED 795 TO OTHER ORGANIZATIONS.-$65,593
Compensation and Service Providers
Top Officer Pay78th 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--
PAT WALKERBoard Membe-$0--
RHONDA ADAMS THOMASBoard Member-$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
Linda Harris
Title
President
Signed
2023-07-31
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 po box rental 166 stationary & other suppli 539 accounting services 499 bank charges 60 scholarships 19,590 grants 46,003 total 66,857”

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.”

Form 990-ez, Part III, Line 28

“The white rose educational fund gave 4 x 2,000 scholarships; made a 2,000 contributions to link, inc. Portland chapter to provide scholarships to others and for its program services; and donated 795 to other organizations.”

Raw XML Appendix157 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA HARRIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHNNIE M REED BROADOUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHNNIE STOKES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARLA PENN-HOPSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RHONDA ADAMS THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066857
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE WHITE ROSE EDUCATIONAL FUND GAVE 4 X 2,000 SCHOLARSHIPS; MADE A 2,000 CONTRIBUTIONS TO LINK, INC. PORTLAND CHAPTER TO PROVIDE SCHOLARSHIPS TO OTHERS AND FOR ITS PROGRAM SERVICES; AND DONATED 795 TO OTHER ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065593
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt066857
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IRS990EZ/TotalRevenueAmt081471
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 200 FUNDRAISING EVENTS 35,409
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021619
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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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 PO BOX RENTAL 166 STATIONARY & OTHER SUPPLI 539 ACCOUNTING SERVICES 499 BANK CHARGES 60 SCHOLARSHIPS 19,590 GRANTS 46,003 TOTAL 66,857
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/ExplanationTxt3THE WHITE ROSE EDUCATIONAL FUND GAVE 4 X 2,000 SCHOLARSHIPS; MADE A 2,000 CONTRIBUTIONS TO LINK, INC. PORTLAND CHAPTER TO PROVIDE SCHOLARSHIPS TO OTHERS AND FOR ITS PROGRAM SERVICES; AND DONATED 795 TO OTHER ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
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
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRED L CARTER CPA
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/PreparationDt02023-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED L CARTER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-12T01:08:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,778
Liabilities
-
Net assets
$93,778
Revenue
$81,471
Expenses
$66,857
Net income
$14,614
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
Peer Organizations

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