Civic Intelligence

White Oak Education Foundation

990 • Fiscal year 2015 • EIN 75-2964402

Sep 01, 2014 to Aug 31, 2015 • Filed on Apr 08, 2016

P O Box 797White Oak, TX 75693

(903) 738-3264

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

191%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$215,138

Down $16,707 (-7.2%) from 2014

Net Assets

Down

$215,138

Down $16,707 (-7.2%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$145,350

Up $95,447 (+191%) from 2014

Expenses

Up

$162,057

Up $92,432 (+133%) from 2014

Net Income

Up

-$16,707

Up $3,015 (+15%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $148,438Liabilities 2010: $0Net Assets 2010: $148,4382010Assets 2011: $168,882Net Assets 2011: $168,8822011Assets 2012: $248,320Liabilities 2012: $0Net Assets 2012: $248,3202012Assets 2013: $251,567Liabilities 2013: $02013Assets 2014: $231,845Net Assets 2014: $231,8452014Assets 2015: $215,138Liabilities 2015: $0Net Assets 2015: $215,1382015Assets 2016: $227,825Net Assets 2016: $227,8252016Assets 2017: $246,864Net Assets 2017: $246,8642017Assets 2018: $262,238Net Assets 2018: $262,2382018Assets 2019: $244,112Net Assets 2019: $244,1122019Assets 2020: $268,028Net Assets 2020: $268,0292020Assets 2021: $317,652Net Assets 2021: $317,6532021Assets 2023: $284,056Net Assets 2023: $284,0562023Assets 2024: $310,349Net Assets 2024: $310,3492024

Highlighted filing

2015

Assets$215,138
Liabilities$0
Net Assets$215,138

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $42,744Expenses 2010: $28,138Net Income 2010: $14,6062010Revenue 2011: $70,563Expenses 2011: $50,119Net Income 2011: $20,4442011Expenses 2012: $76,1692012Revenue 2013: $92,050Expenses 2013: $88,803Net Income 2013: $3,2472013Revenue 2014: $49,903Expenses 2014: $69,625Net Income 2014: -$19,7222014Revenue 2015: $145,350Expenses 2015: $162,057Net Income 2015: -$16,7072015Revenue 2016: $75,372Expenses 2016: $62,685Net Income 2016: $12,6872016Revenue 2017: $63,875Expenses 2017: $44,836Net Income 2017: $19,0392017Revenue 2018: $60,415Expenses 2018: $45,041Net Income 2018: $15,3742018Revenue 2019: $99,281Expenses 2019: $117,407Net Income 2019: -$18,1262019Revenue 2020: $59,394Expenses 2020: $35,477Net Income 2020: $23,9172020Revenue 2021: $67,977Expenses 2021: $18,353Net Income 2021: $49,6242021Revenue 2023: $50,651Expenses 2023: $46,475Net Income 2023: $4,1762023Revenue 2024: $81,415Expenses 2024: $55,122Net Income 2024: $26,2932024

Highlighted filing

2015

Revenue$145,350
Expenses$162,057
Net Income-$16,707
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Apr 8, 2016
Return Version
2014v6.0
Gross Receipts
$211,589
Mission and Program Overview

Mission

Grants to teachers and fund supplies and curriculum to White Oak ISD. Scholarships to White Oak ISD Students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$155,337$150,962▼ $4,375
Cash and Non-Interest-Bearing Accounts$76,508$64,176▼ $12,332
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$231,845$215,138▼ $16,707
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$196,845$180,138▼ $16,707
Permanently Rstr Net Assets$35,000$35,000→ $0
Total Net Assets Fund Balance$231,845$215,138▼ $16,707
Total Liabilities and Net Assets / Fund Balance$231,845$215,138▼ $16,707
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rusty KennedyPresident
Geno VaughnVice President
Renee PullenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,731
Program Service Revenue
$0
Investment Income
$3,723
Other Revenue
$24,896
All Other Contributions
$116,731
Change in Net Assets
$-16,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses-$782-$782
Other Expenses$159,439$350-$350
Total Functional Expenses$159,439$2,618$0$162,057
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$91,135
Fundraising Direct Expenses$66,239
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monster Truck$91,135$91,135$59,739$31,396
Total Events$91,135$91,135$66,239$24,896
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
White Oak Education Foundation
EIN
75-2964402
Phone
9037383264
Address
P O BOX 797, WHITE OAK, TX 75693

Signing Officer

Name
Renee Pullen
Title
Treasurer
Signed
2016-04-08
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Dishman Goodman Ussery Bourcier & Gadt PLLC
Address
2020 Bill Owens Pkwy Suite 160, Longview, TX 75604
Preparer
Sammy G Dishman Jr
Phone
9032958017
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Teacher Recognition OTHER PROGRAM SERVICES 5: Specific Assistance to Individual

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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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IRS990/TotalAssetsEOYAmt0215138
IRS990/TotalAssetsGrp/BOYAmt0231845
IRS990/TotalAssetsGrp/EOYAmt0215138
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0116731
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02618
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159439
IRS990/TotalFunctionalExpensesGrp/TotalAmt0162057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0231845
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215138
IRS990/TotalProgramServiceExpensesAmt0159439
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03723
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0231845
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215138
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0196845
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0180138
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE PULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITE OAK EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0752964402
ReturnHeader/Filer/PhoneNum09037383264
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 797
ReturnHeader/Filer/USAddress/CityNm0WHITE OAK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dishman Goodman Ussery Bourcier & Gadt PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 Bill Owens Pkwy Suite 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Longview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075604
ReturnHeader/PreparerPersonGrp/PhoneNum09032958017
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMMY G DISHMAN JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-08T16:38:39-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.10$3.10$0.81$0.55$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.84$2.84$0.51$0.46$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.18$3.18$0.68$0.18$0.50
2020Detailed filing. Detailed filing data is available for this year.$2.68$2.68$0.59$0.35$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.44$2.44$0.99$1.17$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.62$2.62$0.60$0.45$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.47$2.47$0.64$0.45$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.75$0.63$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.45$1.62$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.32$2.32$0.50$0.70$0.20
2013Summary only. Only limited summary data is available for this year.$2.52$0.00$0.92$0.89$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.69$0.71$0.50$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.43$0.28$0.15