Civic Intelligence

Oak Grove Methodist Charlotte

EIN 93-2660965 • 501(c)3 • Charlotte, NC

Profile

Church

6440 Old Statesville RdCharlotte, NC 28269
Siviq Scores

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

Liabilities / Assets

88th percentile

0.45x

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

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

Liabilities / Revenue

91st percentile

0.45x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

$211,642

No earlier filing loaded for comparison.

Liabilities

$96,114

No earlier filing loaded for comparison.

Net Assets

$115,528

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue91st percentileNet Margin91st percentile

Revenue

$211,324

No earlier filing loaded for comparison.

Expenses

$95,796

No earlier filing loaded for comparison.

Net Income

$115,528

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2024: $211,642Liabilities 2024: $96,114Net Assets 2024: $115,5282024

Highlighted filing

2024

Assets$211,642
Liabilities$96,114
Net Assets$115,528
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2024: $211,324Expenses 2024: $95,796Net Income 2024: $115,5282024

Highlighted filing

2024

Revenue$211,324
Expenses$95,796
Net Income$115,528
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$211,642
Liabilities
$96,114
Net assets
$115,528
Revenue
$211,324
Expenses
$95,796
Net income
$115,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.96$1.16$2.11$0.96$1.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.2
Gross Receipts
$211,324
Mission and Program Overview

Mission

Church

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$211,642-
Total Assets$0$211,642▲ $211,642
Liabilities
Accounts Payable and Accrued Expenses-$96,114-
Total Liabilities$0$96,114▲ $96,114
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$115,528-
Total Net Assets Fund Balance$0$115,528▲ $115,528
Total Liabilities and Net Assets / Fund Balance$0$211,642▲ $211,642
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Brent BlumbergCorporate Officer
Kathy PhillipsCorporate Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$203,924
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$7,400
All Other Contributions
$21,441
Change in Net Assets
$115,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,809
Salaries, Compensation, and Employee Benefits$38,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$33,925-$33,925
All Other Expenses$23,101--$23,101
Other Expenses-$15,309-$15,309
Office Expenses-$7,156-$7,156
Insurance$4,934--$4,934
Fees for Services Other-$3,996-$3,996
Payroll Taxes-$3,062-$3,062
Other Employee Benefits-$2,000-$2,000
Total Functional Expenses$28,035$67,761$0$95,796
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Brother in law and Sister in law”

Governing body decisions Part VI line 7B

“Decisions are made by the council”

Form 990 governing body review Part VI line 11

“The council is made up of a worship leader, a lay servant, a trustee and a staff parish. The reponsibilties include, making sure there is a minister, filling in for the minister, hiring and firing the minister, overseeing the finances and making sure the maintenane is up to date.”

CEO executive director top management comp Part VI line 15A

“Brent Blumberg”

Other officer or key employee compensation Part VI line 15B

“Kathy Phillips”

Form 990 availability to public Part VI line 18

“Records are available to all congregation members”

Governing documents etc available to public Part VI line 19

“Coucil prints a report monthly and the whole congregation meets to discuss”

Filing and Contact Details

Filer

Filer Name
Oak Grove Methodist Charlotte
EIN
93-2660965
In Care Of
% Kathy Phillips
Address
6440 Old Statesville Rd, Charlotte, NC 28269

Signing Officer

Name
Kathy Phillips
Title
Corp Officer
Phone
7045964084
Signed
2025-05-01
Discuss with paid preparer
No

Organization Details

Principal Officer
Brent Blumberg
Formed
2023
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
JCS Business Solutions LLC
Address
1151 Leigh Circle, Charlotte, NC 28216
Preparer
Rebecca Locklear
Phone
7042770134
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Heritage and Homecoming Guest speakers, musicians etc”

Raw XML Appendix263 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.

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IRS990/GrossRentsGrp/RealAmt07400
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/IRPDocumentCnt00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA LOCKLEAR
ReturnHeader/ReturnTs02025-09-29T12:14:18-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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