Civic Intelligence

White Rose Educational Fund Incorporated

990EZ • Fiscal year 2023 • EIN 20-3190654

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 15, 2024

PO Box 3882Portland, OR 97208-3882

(503) 806-2338

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$81,114

Flat from 2023

Net Assets

$81,114

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$57,816

Flat from 2023

Expenses

Flat

$70,480

Flat from 2023

Net Income

Flat

-$12,664

Flat from 2023

Historical Trend

Balance Sheet Trend

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: $81,114Net Assets 2023: $81,1142023Assets 2023: $81,114Liabilities 2023: $02023Assets 2024: $66,602Net Assets 2024: $66,6022024

Highlighted filing

2023

Assets$81,114
Liabilities-
Net Assets$81,114

Operations Trend

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 2023: $57,816Expenses 2023: $70,480Net Income 2023: -$12,6642023Revenue 2024: $49,539Expenses 2024: $64,051Net Income 2024: -$14,5122024

Highlighted filing

2023

Revenue$57,816
Expenses$70,480
Net Income-$12,664
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 15, 2024
Return Version
2023v5.0
Gross Receipts
$57,816
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 8,000 IN SCHOLARSHIPS; AND DONATED 795 TO OTHER ORGANIZATIONS.-$67,048
Compensation and Service Providers

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
Johnnie M Reed Broadous
Title
Treasurer
Signed
2024-06-15
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 176 stationary & other suppli 91 accounting services 99 grant writing/research 2,500 bank charges 66 scholarships 8,000 oha grant hiv/aids train. 43,701 grantsto others 1,247 program outreach fees 14,100 total 69,980

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.

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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/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/PrintingPublicationsPostageAmt0500
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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 176 STATIONARY & OTHER SUPPLI 91 ACCOUNTING SERVICES 99 GRANT WRITING/RESEARCH 2,500 BANK CHARGES 66 SCHOLARSHIPS 8,000 OHA GRANT HIV/AIDS TRAIN. 43,701 GRANTSTO OTHERS 1,247 PROGRAM OUTREACH FEES 14,100 TOTAL 69,980
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
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$81.1$81.1$57.8$70.5$12.7
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