Civic Intelligence

The Oaks Charlotte

EIN 82-3073175 • 501(c)3 • Charlotte, NC

990-N Coverage

Profile

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.

5801 Pineville-matthews RoadCharlotte, NC 28226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.68x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.56x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

47th percentile

2.9%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

56th percentile

$75,833

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,416,136

Up $111,702 (+8.6%) from 2021

Liabilities

Up

$961,827

Up $62,084 (+6.9%) from 2021

Net Assets

Up

$454,309

Up $49,618 (+12%) from 2021

Operations
Liabilities / Revenue82nd percentileNet Margin47th percentile

Revenue

Up

$1,722,095

Up $403,915 (+31%) from 2021

Expenses

Up

$1,672,477

Up $603,104 (+56%) from 2021

Net Income

Down

$49,618

Down $199,189 (-80%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $186,899Liabilities 2019: $151,277Net Assets 2019: $35,6222019Assets 2020: $565,308Liabilities 2020: $409,424Net Assets 2020: $155,8842020Assets 2021: $1,304,434Liabilities 2021: $899,743Net Assets 2021: $404,6912021Assets 2022: $1,416,136Liabilities 2022: $961,827Net Assets 2022: $454,3092022

Highlighted filing

2022

Assets$1,416,136
Liabilities$961,827
Net Assets$454,309
Open 2022 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2019: $430,290Expenses 2019: $275,613Net Income 2019: $154,6772019Revenue 2020: $1,040,084Expenses 2020: $919,822Net Income 2020: $120,2622020Revenue 2021: $1,318,180Expenses 2021: $1,069,373Net Income 2021: $248,8072021Revenue 2022: $1,722,095Expenses 2022: $1,672,477Net Income 2022: $49,6182022

Highlighted filing

2022

Revenue$1,722,095
Expenses$1,672,477
Net Income$49,618
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,416,136
Liabilities
$961,827
Net assets
$454,309
Revenue
$1,722,095
Expenses
$1,672,477
Net income
$49,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.96$0.45$1.72$1.67$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.90$0.40$1.32$1.07$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.41$0.16$1.04$0.92$0.12
2019Summary only. Only limited summary data is available for this year.$0.19$0.15$0.04$0.43$0.28$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$1,722,095
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$869,023$917,023▲ $48,000
Cash and Non-Interest-Bearing Accounts$338,321$413,720▲ $75,399
Land, Buildings, and Equipment, Net$86,645$80,357▼ $6,288
Prepaid Expenses and Deferred Charges$3,798$4,897▲ $1,099
Total Assets$1,304,434$1,416,136▲ $111,702
Other Assets Total$6,647$139▼ $6,508
Liabilities
Deferred Revenue$877,089$928,996▲ $51,907
Accounts Payable and Accrued Expenses$22,654$32,831▲ $10,177
Total Liabilities$899,743$961,827▲ $62,084
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$196,926$366,465▲ $169,539
Net Assets With Donor Restrictions$207,765$87,844▼ $119,921
Total Net Assets Fund Balance$404,691$454,309▲ $49,618
Total Liabilities and Net Assets / Fund Balance$1,304,434$1,416,136▲ $111,702

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$72,613$30,085$102,698
Leasehold Improvements$7,744$756$8,500
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary Lou CapanExecutive DirectorFT$75,833$75,833
Erica StroupHead of SchoolFT$73,083$73,083

Board Members and Trustees

NameTitle
Dowd SimpsonChairman
Greg KeithVice Chairman
India KeithBoard Member
Erin HanelineSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$635,268
Program Service Revenue
$1,086,813
Investment Income
$14
Other Revenue
$0
All Other Contributions
$635,268
Change in Net Assets
$49,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,242,233
Other Expenses$414,238
Total Fundraising Expense$24,803
Grants and Similar Amounts Paid$16,006
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$737,456$117,733-$855,189
Current Officers, Directors, Trustees, and Key Employees$82,933$103,667$20,733$207,333
Fees for Services Other$2,915$101,691-$104,606
Other Employee Benefits$71,536$19,306$1,813$92,655
Payroll Taxes$67,217$18,140$1,699$87,056
Occupancy$67,232--$67,232
Advertising-$63,663-$63,663
Fees for Services Accounting-$41,680-$41,680
All Other Expenses$13,390$6,206$558$20,154
Depreciation Depletion-$19,290-$19,290
Grants to Domestic Orgs$16,006--$16,006
Insurance$5,586$5,586-$11,172
Other Expenses$5,296$3,478-$8,774
Office Expenses-$7,424-$7,424
Travel-$2,353-$2,353
Fees for Services Legal-$394-$394
Total Functional Expenses$1,127,155$520,519$24,803$1,672,477
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
With Open Eyes FoundationCharlotte, NC501(c)(3)To Provide Funding for Nursery Schools Supporting Refugees$12,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-DIRECTOR GREG KEITH IS A 35% OWNERFee for Services Related to a Permanent Campus SearchNo$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Dowd simpson is the daughter of greg and india keith. They all serve on the board of directors.”

Form 990, Part VI, Section A, Line 8B

“The organization does not keep separate minutes of committee meetings. The committees give a report to the board in their meetings and those reports are included in the board meetings.”

Form 990, Part VI, Section B, Line 11B

“The chairman will review the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The organization enforces a conflict of interest policy. The conflict of interest policy provides due diligence procedures and guidance on how to deal with policy violations. Each director, principal officer and member sign an annual statement that they understand and will comply with the policy. The policy is also annually reviewed.”

Form 990, Part VI, Section B, Line 15

“Initial compensation for the head of school was based on the recommendation and negotiation of the executive committee and the head of school candidate. Subsequent increases are determined by the executive committee of the board of trustees after an annual review. Compensation for other employees is benchmarked against averages of similar organizations.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Oaks Charlotte
EIN
82-3073175
Phone
9802429933
Address
5801 PINEVILLE-MATTHEWS ROAD, CHARLOTTE, NC 28226
Doing Business As
Oaks Christian School

Signing Officer

Name
Dowd Simpson
Title
Chairman
Phone
9802429933
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dowd Simpson
Formed
2017
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
38
Volunteers
15

Preparer

Firm
Greerwalker Llp
Address
227 WEST TRADE ST SUITE 1100, CHARLOTTE, NC 28202
Preparer
Paula P Tilley
Phone
7043770239
Raw XML AppendixShowing 400 of 419 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022654
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt032831
IRS990/AccountsReceivableGrp/BOYAmt0869023
IRS990/AccountsReceivableGrp/EOYAmt0917023
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE 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.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt063663
IRS990/AdvertisingGrp/TotalAmt063663
IRS990/AllOtherContributionsAmt0635268
IRS990/AllOtherExpensesGrp/FundraisingAmt0558
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06206
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013390
IRS990/AllOtherExpensesGrp/TotalAmt020154
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BETH ALLEN
IRS990/BooksInCareOfDetail/PhoneNum07043770239
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0338321
IRS990/CashNonInterestBearingGrp/EOYAmt0413720
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt020733
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0103667
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt082933
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0207333
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0635268
IRS990/CYGrantsAndSimilarPaidAmt016006
IRS990/CYInvestmentIncomeAmt014
IRS990/CYOtherExpensesAmt0414238
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01086813
IRS990/CYRevenuesLessExpensesAmt049618
IRS990/CYSalariesCompEmpBnftPaidAmt01242233
IRS990/CYTotalExpensesAmt01672477
IRS990/CYTotalFundraisingExpenseAmt024803
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01722095
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0877089
IRS990/DeferredRevenueGrp/EOYAmt0928996
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt019290
IRS990/DepreciationDepletionGrp/TotalAmt019290
IRS990/Desc0TO NURTURE, DEVELOP AND EDUCATE THE WHOLE CHILD - MIND, BODY, HEART AND SOUL AS AN IMAGE-BEARER OF GOD.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0OAKS CHRISTIAN SCHOOL
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0207765
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt087844
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt038
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01127155
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041680
IRS990/FeesForServicesAccountingGrp/TotalAmt041680
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0394
IRS990/FeesForServicesLegalGrp/TotalAmt0394
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0101691
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02915
IRS990/FeesForServicesOtherGrp/TotalAmt0104606
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt025.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt225.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DOWD SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm1GREG KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIN HANELINE
IRS990/Form990PartVIISectionAGrp/PersonNm3INDIA KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm4ERICA STROUP
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY LOU CAPAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt473083
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt575833
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt016006
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt016006
IRS990/GrantsToDomesticOrgsGrp/TotalAmt016006
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01722095
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05586
IRS990/InsuranceGrp/ProgramServicesAmt05586
IRS990/InsuranceGrp/TotalAmt011172
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt014
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030841
IRS990/LandBldgEquipBasisNetGrp/BOYAmt086645
IRS990/LandBldgEquipBasisNetGrp/EOYAmt080357
IRS990/LandBldgEquipCostOrOtherBssAmt0111198
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0404691
IRS990/NetAssetsOrFundBalancesEOYAmt0454309
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0196926
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0366465
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt067232
IRS990/OccupancyGrp/TotalAmt067232
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07424
IRS990/OfficeExpensesGrp/TotalAmt07424
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06647
IRS990/OtherAssetsTotalGrp/EOYAmt0139
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01813
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019306
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt071536
IRS990/OtherEmployeeBenefitsGrp/TotalAmt092655
IRS990/OtherExpensesGrp/Desc0CLASSROOM EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2TEACHER DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06433
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13475
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23478
IRS990/OtherExpensesGrp/ProgramServicesAmt042002
IRS990/OtherExpensesGrp/ProgramServicesAmt16433
IRS990/OtherExpensesGrp/ProgramServicesAmt29153
IRS990/OtherExpensesGrp/ProgramServicesAmt35296
IRS990/OtherExpensesGrp/TotalAmt042002
IRS990/OtherExpensesGrp/TotalAmt112866
IRS990/OtherExpensesGrp/TotalAmt212628
IRS990/OtherExpensesGrp/TotalAmt38774
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0117733
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0737456
IRS990/OtherSalariesAndWagesGrp/TotalAmt0855189
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01699
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018140
IRS990/PayrollTaxesGrp/ProgramServicesAmt067217
IRS990/PayrollTaxesGrp/TotalAmt087056
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03798
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04897
IRS990/PrincipalOfficerNm0DOWD SIMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1OTHER STUDENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01058330
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01058330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128483
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0645315
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09800
IRS990/PYInvestmentIncomeAmt057
IRS990/PYOtherExpensesAmt0386182
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0672808
IRS990/PYRevenuesLessExpensesAmt0248807
IRS990/PYSalariesCompEmpBnftPaidAmt0673391
IRS990/PYTotalExpensesAmt01069373
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01318180
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049618
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01086813
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07744
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0756
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt08500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt072613
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030085
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0102698
IRS990ScheduleD/TotalBookValueLandBuildingsAmt080357
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS A RACIALLY NONDISCRIMINATORY POLICY WHICH WAS AVAILABLE ON THE SCHOOL WEBSITE, INCLUDING THE ADMISSIONS PAGE. THE POLICY WAS ALSO PRINTED ON THE STUDENT ADMISSION APPLICATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDING FOR NURSERY SCHOOLS SUPPORTING REFUGEES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WITH OPEN EYES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0262753084
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04100 COCA COLA PLAZA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028211
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0THE KEITH CORPORATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR GREG KEITH IS A 35% OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0100000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FEE FOR SERVICES RELATED TO A PERMANENT CAMPUS SEARCH
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PAID COMMERCIAL REAL ESTATE FIRM THE KEITH CORPORATION $100,000 FOR SERVICES RELATED TO THE SEARCH FOR A PERMANENT CAMPUS. BOARD MEMBER GREG KEITH IS A GREATER THAN 35% OWNER OF THE KEITH CORPORATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE L, PART IV:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOWD SIMPSON IS THE DAUGHTER OF GREG AND INDIA KEITH. THEY ALL SERVE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT KEEP SEPARATE MINUTES OF COMMITTEE MEETINGS. THE COMMITTEES GIVE A REPORT TO THE BOARD IN THEIR MEETINGS AND THOSE REPORTS ARE INCLUDED IN THE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIRMAN WILL REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION ENFORCES A CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY PROVIDES DUE DILIGENCE PROCEDURES AND GUIDANCE ON HOW TO DEAL WITH POLICY VIOLATIONS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER SIGN AN ANNUAL STATEMENT THAT THEY UNDERSTAND AND WILL COMPLY WITH THE POLICY. THE POLICY IS ALSO ANNUALLY REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INITIAL COMPENSATION FOR THE HEAD OF SCHOOL WAS BASED ON THE RECOMMENDATION AND NEGOTIATION OF THE EXECUTIVE COMMITTEE AND THE HEAD OF SCHOOL CANDIDATE. SUBSEQUENT INCREASES ARE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AFTER AN ANNUAL REVIEW. COMPENSATION FOR OTHER EMPLOYEES IS BENCHMARKED AGAINST AVERAGES OF SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01304434
IRS990/TotalAssetsEOYAmt01416136
IRS990/TotalAssetsGrp/BOYAmt01304434
IRS990/TotalAssetsGrp/EOYAmt01416136
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0635268
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024803
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0520519
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01127155
IRS990/TotalFunctionalExpensesGrp/TotalAmt01672477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0899743
IRS990/TotalLiabilitiesEOYAmt0961827
IRS990/TotalLiabilitiesGrp/BOYAmt0899743
IRS990/TotalLiabilitiesGrp/EOYAmt0961827
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0404691
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0454309
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01127155
IRS990/TotalProgramServiceRevenueAmt01086813
IRS990/TotalReportableCompFromOrgAmt0148916
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01086827
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01722095
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01304434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01416136
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02353
IRS990/TravelGrp/TotalAmt02353
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05801 PINEVILLE-MATTHEWS ROAD
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028226
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOWD SIMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09802429933
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OAKS CHARLOTTE
ReturnHeader/Filer/BusinessNameControlTxt0OAKS
ReturnHeader/Filer/EIN0823073175
ReturnHeader/Filer/PhoneNum09802429933
ReturnHeader/Filer/USAddress/AddressLine1Txt05801 PINEVILLE-MATTHEWS ROAD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.