Civic Intelligence

Oak Fellowship

990EZ • Fiscal year 2023 • EIN 92-0862359

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 13, 2024

Organization Profile
18837 Graham RoadOakboro, NC 28129

(704) 431-0511

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE X20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE X20 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

11%

Higher net margin than 53% of similar nonprofits.

2023 filings • NTEE X20 • <$500k nonprofits • Source year 2023

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2023 filings • NTEE X20 • <$500k nonprofits • Source year 2023

Asset Growth

83rd percentile

79%

Faster asset growth than 83% of similar nonprofits.

2023 filings • NTEE X20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

494%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • NTEE X20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$13,598

Up $6,012 (+79%) from 2022

Net Assets

Up

$13,598

Up $6,012 (+79%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin53rd percentile

Revenue

Up

$52,295

Up $43,493 (+494%) from 2022

Expenses

Up

$46,283

Up $45,067 (+3706%) from 2022

Net Income

Down

$6,012

Down $1,574 (-21%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2022: $7,586Liabilities 2022: $0Net Assets 2022: $7,5862022Assets 2023: $13,598Liabilities 2023: $0Net Assets 2023: $13,5982023Assets 2024: $21,213Liabilities 2024: $0Net Assets 2024: $21,2132024

Highlighted filing

2023

Assets$13,598
Liabilities$0
Net Assets$13,598
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0Revenue 2022: $8,802Expenses 2022: $1,216Net Income 2022: $7,5862022Revenue 2023: $52,295Expenses 2023: $46,283Net Income 2023: $6,0122023Revenue 2024: $61,177Expenses 2024: $53,562Net Income 2024: $7,6152024

Highlighted filing

2023

Revenue$52,295
Expenses$46,283
Net Income$6,012
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 13, 2024
Return Version
2023v4.0
Gross Receipts
$52,295
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Casey M WhitleyPresident-$0--
Jerika S WhitleyVice President-$0--
Mitchell W BurlesonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Oak Fellowship Inc
EIN
92-0862359
Address
18837 Graham Road, Oakboro, NC 28129

Signing Officer

Name
Jerika S Whitley
Title
Vice President
Phone
7044310511
Signed
2024-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Ferguson Accounting & Tax Services
Address
7013 Strawberry Lane, Stanfield, NC 28163
Preparer
Lori Ferguson
Phone
7047815978
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCommunity Outreach Meals 1,799Missionary Travel 2,388Misc Church Supplies 7,993Community Outreach/Giving 30,367”

Raw XML Appendix115 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/ApplicationPendingInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Jerika Smith Whitley
IRS990EZ/BooksInCareOfDetail/PhoneNum07044310511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018837 Graham Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New London
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07586
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013598
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt052295
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06012
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013598
IRS990EZ/GrossReceiptsAmt052295
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013598
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013598
IRS990EZ/OccupancyRentUtltsAndMaintAmt02032
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Casey M Whitley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jerika S Whitley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mitchell W Burleson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt042547
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt01704
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Schedule O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046283
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt052295
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCommunity Outreach Meals 1,799Missionary Travel 2,388Misc Church Supplies 7,993Community Outreach/Giving 30,367
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerika S Whitley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07044310511
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Oak Fellowship Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKF
ReturnHeader/Filer/EIN0920862359
ReturnHeader/Filer/USAddress/AddressLine1Txt018837 Graham Road
ReturnHeader/Filer/USAddress/CityNm0Oakboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262839852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ferguson Accounting & Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07013 Strawberry Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stanfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028163
ReturnHeader/PreparerPersonGrp/PhoneNum07047815978
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Ferguson
ReturnHeader/ReturnTs02024-03-15T10:10:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jerika
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Whitley
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
$13,598
Liabilities
$0
Net assets
$13,598
Revenue
$52,295
Expenses
$46,283
Net income
$6,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$61.2$53.6$7.62
2023Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$52.3$46.3$6.01
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$8.80$1.22$7.59