Civic Intelligence

White Oak Education Foundation

990EZ • Fiscal year 2021 • EIN 75-2964402

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 15, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

19%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

14%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$317,652

Up $49,624 (+19%) from 2020

Net Assets

Up

$317,653

Up $49,624 (+19%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$67,977

Up $8,583 (+14%) from 2020

Expenses

Down

$18,353

Down $17,124 (-48%) from 2020

Net Income

Up

$49,624

Up $25,707 (+107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2021

Assets$317,652
Liabilities-
Net Assets$317,653
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$67,977
Expenses$18,353
Net Income$49,624
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 15, 2022
Return Version
2020v4.0
Gross Receipts
$83,213
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)$17,310-
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
SHELLY SMITHPresident-$0--
MIKE GILBERTVice President-$0--
RENEE PULLENTreasurerPT$0--
TRACI HAMILTONS.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$22,316$22,316$5,869$16,447
Monster Truck$8,550$8,550$7,500$1,050
Total Events$30,866$30,866$13,369$17,497
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
2022-07-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2268”

Other Expenses.1002

“Office Expenses $70”

Other Expenses.1012

“Insurance $791”

Other Expenses.1

“Various scholarships $12065”

Other Expenses.2

“Teacher recognition $2977”

Other Expenses.4

“MISCELLANEOUS $76”

Raw XML Appendix170 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/TitleTxt3S.
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018247
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0106
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher Recognition
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015236
IRS990EZ/SpecialEventsNetIncomeLossAmt018001
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt067977
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt063424
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0169757
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08000
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045172
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78980
IRS990ScheduleA/PublicSupportPY170Pct00.78110
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021563
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IRS990ScheduleA/TotalSupportAmt0214929
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013369
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MONSTER TRUCK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08550
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08550
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05869
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS SCHOLARSHIPS $12065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER RECOGNITION $2977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $76
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE PULLEN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITE OAK EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0752964402
ReturnHeader/Filer/PhoneNum09037383264
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 797
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ReturnHeader/Filer/USAddress/ZIPCd075693
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Longview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075604
ReturnHeader/PreparerPersonGrp/PhoneNum09032958017
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN LEE USSERY CPA
ReturnHeader/ReturnTs02022-07-15T16:32:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PULLEN
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,652
Liabilities
-
Net assets
$317,653
Revenue
$67,977
Expenses
$18,353
Net income
$49,624
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