The Oaks Charlotte

Charlotte, NCUnknown exempt organization EIN 82-3073175Latest return filed Feb 8, 2023

On file with the IRSCharlotte, NC

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We exist to nurture and develop the whole child - heart, mind, body, and soul - as an image bearer of god through an experiential classroom model, a christ-centered biblical worldview, community service partnerships and a year-round learning model.

Run by 15 volunteers and 38 employees.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2022 · Form 990-EZIndependent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990-EZ
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $149K a year · 10% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Named funders
1
named funder · $26K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$0
-100% vs prior year
Net assets
$0
By yearFY2021–FY2022
Revenue
$0
FY2022▼ -100%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.3M
FY2022$1.7M
FY2022$0
Expenses
—
FY2022
Tap a bar for its year
Expenses by fiscal year
FY2021$1.1M
FY2022$1.7M
FY2022Not on file
Net assets
$0
FY2022▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2021$405K
FY2022$454K
FY2022$0

From the FY2022 Form 990 (year ending September 2022) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

4 people listed on the 990-EZ.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Chariman
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2022FY2021
Daniel Sturdevant—$87,500
Mary Lou Capan$75,833—
Erica Stroup$73,083$53,826

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Oaks Charlotte executive salaries →

Programs and updates

Develops children holistically through faith-based learning, community service, and year-round programs.

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1 program · $1.1M · in their own filed words · FY2021
01

To Nurture, Develop and Educate the Whole Child

Mind, body, heart and soul as an image-bearer of god.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2022
Total grants receivedfrom 1 funder$26K
Grants paid · 2 grants · $22K · 2020–2021

By the numbers

The FY2022 990-EZ, line by line.

1The main four
Money in
$0
Owns and owes
$0
net assets
Liabilities$0
People
4
listed
Paid0
2In more detail
Revenue in detail
Total revenue$0
Assets in detailEnd of year
Liabilities$0
Net assets$0
Operations
Employees38
Volunteers15
Fiscal year endsSeptember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022Filed with the IRS Nov 10, 2022 $1.7M$1.7M$50K$454K 990 PDF
FY2021Filed with the IRS Nov 15, 2021 $1.3M$1.1M$249K$405K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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