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Zobel Associates - Dynamic Opportunities

Raleigh, North Carolina · EIN 47-5631372 · Education · tax-exempt since 2016

D

Charity Clarity grade D (score 49.5 of 100), based on the Form 990 for the year ended June 2026.

Graded against 69,412 education nonprofits with revenue $500K–$2M filing the same form. A = top 10%, B = next 20%, C = middle 40%, D = next 20%, F = bottom 10%.

What goes into the grade

MeasureThis charityScore (0–100)
ReservesMonths of spending covered by unrestricted net assets.1.4 months47
GovernanceBoard independence, key policies and audit, per the 990.38% of practices38
Margin stabilityHow steady the surplus or deficit is year to year.11
Revenue spreadHow much revenue rests on one type of income.2% from one source84
Filing recordOn-time, complete filings, year after year.100%100
Program spendingSelf-reported by the filer.92.4%not scored
Management costsShare of spending.7.6%not scored
Cost to raise $1Fundraising cost per dollar given.$0.00not scored

Scores compare this charity with its peer group; 100 is best. How Charity Clarity rates charities.

Year by year

202120222023202420252026grey: revenue · green: spending
Year endedFormRevenueSpendingSurplusNet assetsMonths of spendingStaffGrade
Jun 2026Form 990$882K$1.05M−$169K$124K1.421D
Jun 2025Form 990$906K$650K$256K$294K5.420C
Jun 2024Form 990$668K$603K$66K$63K1.317C
Jun 2023Form 990$488K$361K$127K$63K2.116C
Jun 2022Form 990$369K$396K−$27K$46K1.412C
Jun 2021Form 990$254K$242K$12K$74K3.79B

From the organisation’s own IRS filings. “Months of spending” is total net assets divided by a month of that year’s spending. A blank grade means that year was not rated.

Read the filings

Every figure here comes from the returns this charity filed with the IRS. These sites show the full returns and more about the organisation:

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