Civic Intelligence

White Oak Education Foundation

990EZ • Fiscal year 2019 • EIN 75-2964402

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 15, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-6.9%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

64%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$244,112

Down $18,126 (-6.9%) from 2018

Net Assets

Down

$244,112

Down $18,126 (-6.9%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Up

$99,281

Up $38,866 (+64%) from 2018

Expenses

Up

$117,407

Up $72,366 (+161%) from 2018

Net Income

Down

-$18,126

Down $33,500 (-218%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$244,112
Liabilities-
Net Assets$244,112
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$99,281
Expenses$117,407
Net Income-$18,126
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 15, 2020
Return Version
2018v3.1
Gross Receipts
$162,063
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)$115,407-
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEE PULLENTreasurerPT$0--
WENDY SHELTONPresident-$0--
KRISTIN LEADAMANVice President-$0--
LINDA KENNEDYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monster Truck$92,197$92,197$62,782$29,415
Total Events$92,197$92,197$62,782$29,415
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
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
John Lee Ussery CPA LLC
Address
2020 Bill Owens Pkwy Ste 160, Longview, TX 75604-6227
Preparer
John Lee Ussery CPA
Phone
9032958017
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2501”

Other Expenses.1002

“Office Expenses $52”

Other Expenses.1012

“Insurance $1090”

Other Expenses.1

“Grants - white oak isd $100780”

Other Expenses.2

“Various scholarships $9637”

Other Expenses.3

“Teacher recognition $1691”

Other Expenses.4

“HOMECOMING EXPENSE $548”

Other Expenses.5

“MISCELLANEOUS $400”

Raw XML Appendix161 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/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0116699
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/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education, General/Other: Ability to provide staff development and curriculum/supply money for WOISD staff. (3 Campuses)
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Education, General/Other: Scholarships to qualified White Oak graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Specific Assistance to Individual
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0115407
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt062782
IRS990EZ/SpecialEventsNetIncomeLossAmt029765
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117407
IRS990EZ/TotalProgramServiceExpensesAmt0115407
IRS990EZ/TotalRevenueAmt099281
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt063424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028511
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061673
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0194922
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063424
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0194922
IRS990ScheduleA/TotalSupportAmt0245274
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062782
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MONSTER TRUCK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt092197
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt092197
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062782
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt062782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS - WHITE OAK ISD $100780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VARIOUS SCHOLARSHIPS $9637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER RECOGNITION $1691
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE PULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/PreparerFirmEIN0824387096
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 Bill Owens Pkwy Ste 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Longview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0756046227
ReturnHeader/PreparerPersonGrp/PhoneNum09032958017
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN LEE USSERY CPA
ReturnHeader/ReturnTs02020-07-15T13:01:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,112
Liabilities
-
Net assets
$244,112
Revenue
$99,281
Expenses
$117,407
Net income
-$18,126
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