Civic Intelligence

White Oak Education Foundation

990EZ • Fiscal year 2023 • EIN 75-2964402

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 15, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

59th percentile

8.2%

Higher net margin than 59% 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

38th percentile

-5.4%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$284,056

Down $33,596 (-11%) from 2021

Net Assets

Down

$284,056

Down $33,597 (-11%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Down

$50,651

Down $17,326 (-25%) from 2021

Expenses

Up

$46,475

Up $28,122 (+153%) from 2021

Net Income

Down

$4,176

Down $45,448 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$284,056
Liabilities-
Net Assets$284,056
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$50,651
Expenses$46,475
Net Income$4,176
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 15, 2024
Return Version
2022v5.0
Gross Receipts
$57,025
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)-$43,843
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 Pay78th 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
Golf Tournament$28,871$28,871$6,150$22,721
Total Events$28,871$28,871$6,150$22,721
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
2024-07-15
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 $2049”

Other Expenses.1008

“Interest $38”

Other Expenses.1012

“Insurance $891”

Other Expenses.1

“GRANTS $15649”

Other Expenses.2

“Teacher recognition $13210”

Other Expenses.3

“SCHOLARSHIPS $12691”

Other Expenses.4

“FLOWERS & GIFTS $245”

Raw XML Appendix168 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/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0307
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043843
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt06374
IRS990EZ/SpecialEventsNetIncomeLossAmt023390
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017096
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028871
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Interest $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS $15649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER RECOGNITION $13210
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0752964402
ReturnHeader/Filer/PhoneNum09037383264
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ReturnHeader/PreparerPersonGrp/PhoneNum09032958017
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ReturnHeader/ReturnTs02024-07-15T21:49:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PULLEN
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,056
Liabilities
-
Net assets
$284,056
Revenue
$50,651
Expenses
$46,475
Net income
$4,176
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