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North Carolina · Nonprofit

THE OAKS CHARLOTTE

THE OAKS CHARLOTTE (North Carolina) receives grants from 7 organizations whose IRS filings report $936,914 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($562,000). 3 of them have funded it in more than one year, and 78% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2022
$0
Funders on record
7
Grants received
$937k
Net assets
$0
3/7 repeat funderspeak grant-dependency 24%
01What it does

What The Oaks Charlotte does

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.

As stated on its FY2022 Form 990-EZ.

Program

  1. To nurture, develop and educate the whole child - mind, body, heart and soul as an image-bearer of god.

    $0 spent

The program described on its FY2022 Form 990-EZ. Program spending in total: $0.

02The organization over time

The organization over time

Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended.

100 = 20202020 Revenue 100 ($1.0M) Expenses 100 ($920k) Net assets 100 ($156k)2021 Revenue 127 ($1.3M) Expenses 116 ($1.1M) Net assets 260 ($405k)2022 Revenue 0 ($0) Expenses 2 ($17k) Net assets 0 ($0)
202020212022
Revenue (0)Expenses (2)Net assets (0)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $1.3M to $0 (−100%).

$565k
$1.3M
$0
202020212022
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2020
2021
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 7%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 3 reported years ran a deficit.

$120k
’20
$249k
’21
−$17k
’22
3.8
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

20202021
Listed77
Joined·+3
No longer listed·3
03Who funds it

Who funds it, year by year

2019 → 2022: the base held at 3 funders, grant income fell $351k → $180k.

3 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 78% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of THE OAKS CHARLOTTE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE OAKS CHARLOTTE leans on a few funders — its largest provides 60% of grant income and the top three 87%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE OAKS CHARLOTTE.

60%
largest funder
87%
top three
~2
effective funders

Largest funder’s share by year: 2019 88% · 2020 48% · 2021 54% · 2022 84% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

78% of THE OAKS CHARLOTTE's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $207k that is directly attributable, 100% of it comes from funders outside North Carolina, across 2 states.

CO
FL

In-state vs out-of-state, by year

’19
’20
’21
North Carolina out of state home

Funder states come from each funder’s own filing. $730k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like THE OAKS CHARLOTTE

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for THE OAKS CHARLOTTE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE OAKS CHARLOTTE?
THE OAKS CHARLOTTE (North Carolina) receives grants from 7 organizations whose IRS filings report $936,914 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($562,000). 3 of them have funded it in more than one year, and 78% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does THE OAKS CHARLOTTE have?
IRS filings report 7 organizations giving $936,914 in grants to THE OAKS CHARLOTTE, 3 of which have funded it in more than one year.
Who is the largest funder of THE OAKS CHARLOTTE?
DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $562,000 in grants. The full list of funders is on this page.
How can an organization like THE OAKS CHARLOTTE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2022 (financials across 2020–2022), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing