Civic Intelligence

White Oak Education Foundation

990EZ • Fiscal year 2016 • EIN 75-2964402

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 16, 2017

Organization ProfileN/A
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

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$227,825

Up $12,687 (+5.9%) from 2015

Net Assets

Up

$227,825

Up $12,687 (+5.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$75,372

Down $69,978 (-48%) from 2015

Expenses

Down

$62,685

Down $99,372 (-61%) from 2015

Net Income

Up

$12,687

Up $29,394 (+176%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2016

Assets$227,825
Liabilities-
Net Assets$227,825
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

2016

Revenue$75,372
Expenses$62,685
Net Income$12,687
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 16, 2017
Return Version
2015v3.0
Gross Receipts
$146,489
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Education, General/Other: Ability to provide staff development and curriculum/supply money for WOISD staff. (3 Campuses)$16,152-
Assistance to White Oak ISD for development of Nature Center.--
Education, General/Other: Scholarships to qualified White Oak graduates--
Teacher Recognition--
Specific Assistance to Individual--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSTY KENNEDYPresidentPT$0--
GENO VAUGHNVice PresidentPT$0--
RENEE PULLENTreasurerPT$0--
PENNEY REEVESSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monster Truck$125,351$125,351$71,050$54,301
Total Events$125,351$125,351$71,050$54,301
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
2017-07-16
Discuss with paid preparer
Yes

Preparer

Firm
John Lee Ussery CPA Pc
Address
2020 Bill Owens Pkwy Suite 160, Longview, TX 75604
Preparer
John Lee Usserycpa
Phone
9032958017
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: GRANT TO SCHOOL | Donee's Name: WHITE OAK INDEPENDENT SCHOOL DISTRICT | Donee's Address: 200 S WHITE OAK ROAD WHITE OAK TX 75693 | Cash Amount Given: $44591 | Description of Property: SUPPLEMENT | Date of Gift: 20150901 | Method Used to Determine BV: FMV | Method Used to Determine FMV: CASH”

Other Expenses.1001

“Advertising and Promotion $417”

Other Expenses.1002

“Office Expenses $189”

Other Expenses.1012

“Insurance $1090”

Other Expenses.1

“Various scholarships $13000”

Other Expenses.2

“Teacher recognition $1650”

Other Expenses.3

“MISCELLANEOUS $936”

Other Expenses.4

“BANK CHARGES $263”

Other Expenses.6

“FLOWERS AND GIFTS $50”

Raw XML Appendix162 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/PersonNm0RENEE PULLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09037383264
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075693
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0215138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0227825
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSTY KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GENO VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RENEE PULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PENNEY REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017595
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Grants to teachers and fund supplies and curriculum to White Oak ISD. Scholarships to White Oak ISD Students.
IRS990EZ/PrintingPublicationsPostageAmt0149
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education, General/Other: Ability to provide staff development and curriculum/supply money for WOISD staff. (3 Campuses)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Assistance to White Oak ISD for development of Nature Center.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Education, General/Other: Scholarships to qualified White Oak graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Specific Assistance to Individual
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016152
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt071117
IRS990EZ/SpecialEventsNetIncomeLossAmt054334
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062685
IRS990EZ/TotalProgramServiceExpensesAmt016152
IRS990EZ/TotalRevenueAmt075372
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0199585
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05795
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09815
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0104165
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0127131
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0231296
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0199585
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061673
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101209
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0199585
IRS990ScheduleA/TotalSupportAmt0440696
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071050
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MONSTER TRUCK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0125351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0125351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0125351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0125351
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt071050
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt071050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: GRANT TO SCHOOL | Donee's Name: WHITE OAK INDEPENDENT SCHOOL DISTRICT | Donee's Address: 200 S WHITE OAK ROAD WHITE OAK TX 75693 | Cash Amount Given: $44591 | Description of Property: SUPPLEMENT | Date of Gift: 20150901 | Method Used to Determine BV: FMV | Method Used to Determine FMV: CASH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VARIOUS SCHOLARSHIPS $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER RECOGNITION $1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FLOWERS AND GIFTS $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE PULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-16
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/BusinessNameLine1Txt0JOHN LEE USSERY CPA PC
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/PreparerPersonNm0JOHN LEE USSERYCPA
ReturnHeader/ReturnTs02017-07-16T13:14:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,825
Liabilities
-
Net assets
$227,825
Revenue
$75,372
Expenses
$62,685
Net income
$12,687
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