Civic Intelligence

Oak Fellowship

990EZ • Fiscal year 2024 • EIN 92-0862359

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 01, 2025

Organization Profile
1513 North Main StOakboro, NC 28129

(704) 431-0511

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2024 filings • NTEE X20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.00x

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

2024 filings • NTEE X20 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2024 filings • NTEE X20 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$6,748

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2024 filings • NTEE X20 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

56%

Faster asset growth than 78% of similar nonprofits.

2024 filings • NTEE X20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

17%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • NTEE X20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$21,213

Up $7,615 (+56%) from 2023

Net Assets

Up

$21,213

Up $7,615 (+56%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin60th percentile

Revenue

Up

$61,177

Up $8,882 (+17%) from 2023

Expenses

Up

$53,562

Up $7,279 (+16%) from 2023

Net Income

Up

$7,615

Up $1,603 (+27%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$21,213
Liabilities$0
Net Assets$21,213
Open 2024 Filing

Operations Trend

Revenue Growth65th 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

2024

Revenue$61,177
Expenses$53,562
Net Income$7,615
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 1, 2025
Return Version
2024v5.1
Gross Receipts
$61,177
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Casey M WhitleyPresidentFT$6,748-$6,748
Jerika S WhitleyVice PresidentPT$0--
Mitchell W BurlesonSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Oak Fellowship Inc
EIN
92-0862359
In Care Of
% Jerika Whitley
Phone
7044310511
Address
1513 North Main St, Oakboro, NC 28129

Signing Officer

Name
Jerika Whitley
Title
Vice President
Phone
7044310511
Signed
2025-04-01
Discuss with paid preparer
No

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 344Missionary Travel 933Church Fellowship Supplies 2,991Community Outreach/Giving 35,164Subscription Tithing Program 374”

Raw XML Appendix114 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Casey M Whitley
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Pastorial Wages
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jerika Smith Whitley
IRS990EZ/BooksInCareOfDetail/PhoneNum07044310511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01513 North Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028129
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013598
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021213
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061177
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07615
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06748
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013598
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021213
IRS990EZ/GrossReceiptsAmt061177
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013598
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021213
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013598
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021213
IRS990EZ/OccupancyRentUtltsAndMaintAmt06680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06748
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/OtherExpensesTotalAmt039806
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt0328
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053562
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt061177
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCommunity Outreach Meals 344Missionary Travel 933Church Fellowship Supplies 2,991Community Outreach/Giving 35,164Subscription Tithing Program 374
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JERIKA WHITLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07044310511
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Oak Fellowship Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKF
ReturnHeader/Filer/EIN0920862359
ReturnHeader/Filer/InCareOfNm0% Jerika Whitley
ReturnHeader/Filer/PhoneNum07044310511
ReturnHeader/Filer/USAddress/AddressLine1Txt01513 North Main St
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/PreparationDt02025-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI FERGUSON
ReturnHeader/ReturnTs02025-04-01T09:53:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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
$21,213
Liabilities
$0
Net assets
$21,213
Revenue
$61,177
Expenses
$53,562
Net income
$7,615
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