Civic Intelligence

White Oak Education Foundation

990EZ • Fiscal year 2024 • EIN 75-2964402

Sep 01, 2023 to Aug 31, 2024 • Filed on Jun 24, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

9.3%

Faster asset growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

61%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$310,349

Up $26,293 (+9.3%) from 2023

Net Assets

Up

$310,349

Up $26,293 (+9.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$81,415

Up $30,764 (+61%) from 2023

Expenses

Up

$55,122

Up $8,647 (+19%) from 2023

Net Income

Up

$26,293

Up $22,117 (+530%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

Assets$310,349
Liabilities-
Net Assets$310,349
Open 2024 Filing

Operations Trend

Revenue Growth86th 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

2024

Revenue$81,415
Expenses$55,122
Net Income$26,293
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 24, 2025
Return Version
2023v6.0
Gross Receipts
$89,907
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: Scholarships to qualified White Oak graduates-$20,641
Education, General/Other: Ability to provide staff development and curriculum/supply money for WOISD staff. (3 Campuses)-$15,106
Educator assistance support - Teacher Recognition-$15,074
Compensation and Service Providers
Top Officer Pay79th 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$26,819$26,819$7,370$19,449
Total Events$26,819$26,819$7,370$19,449
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
2025-06-24
Discuss with paid preparer
Yes

Preparer

Firm
John Lee Ussery CPA LLC
Address
2020 Bill Owens Pkwy Ste 160, Longview, TX 75604
Preparer
David R Monk
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: $15106”

Other Expenses.1001

“Advertising and Promotion $1794”

Other Expenses.1002

“Office Expenses $229”

Other Expenses.1012

“Insurance $941”

Other Expenses.1

“SCHOLARSHIPS $20641”

Other Expenses.2

“Teacher recognition $15074”

Other Expenses.3

“FLOWERS & GIFTS $336”

Other Expenses.4

“PO BOX RENTAL $176”

Other Expenses.5

“RENT - OTHER $50”

Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RENEE PULLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09037383264
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 797
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075693
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0284056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0310349
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027598
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026293
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0284056
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0310349
IRS990EZ/FundraisingGrossIncomeAmt026819
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015106
IRS990EZ/GrossReceiptsAmt089907
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt035490
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0284056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0310349
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0284056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0310349
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RENEE PULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WENDY SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN LEADAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039241
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education, General/Other: Ability to provide staff development and curriculum/supply money for WOISD staff. (3 Campuses)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Education, General/Other: Scholarships to qualified White Oak graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Educator assistance support - Teacher Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015106
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120641
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215074
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08492
IRS990EZ/SpecialEventsNetIncomeLossAmt018327
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055122
IRS990EZ/TotalProgramServiceExpensesAmt050821
IRS990EZ/TotalRevenueAmt081415
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt096469
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08453
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08581
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91830
IRS990ScheduleA/PublicSupportPY170Pct00.90520
IRS990ScheduleA/PublicSupportTotal170Amt096469
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014945
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096469
IRS990ScheduleA/TotalSupportAmt0105050
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07370
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026819
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019449
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07370
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07370
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: $15106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $20641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER RECOGNITION $15074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FLOWERS & GIFTS $336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PO BOX RENTAL $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RENT - OTHER $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.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE PULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824387096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Lee Ussery CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 Bill Owens Pkwy Ste 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Longview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075604
ReturnHeader/PreparerPersonGrp/PhoneNum09032958017
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R MONK
ReturnHeader/ReturnTs02025-06-24T14:24:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,349
Liabilities
-
Net assets
$310,349
Revenue
$81,415
Expenses
$55,122
Net income
$26,293
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits