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Nonprofit · EIN 47-5631372

ZOBEL ASSOCIATES

Also known as DYNAMIC OPPORTUNITIES

Tax-exempt (reinstated) · RALEIGH, NC 27609

Financials

$668K$603K2023$906K$650K2024$882K$1.1M2025
Revenue Expenses · by fiscal year end
Financials of ZOBEL ASSOCIATES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$882,491$1,051,721-$169,230$124,753$612$124,141
June 30, 2025990$905,988$649,999$255,989$294,233$0$294,233
June 30, 2024990$668,157$602,621$65,536$62,850$0$62,850
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$16,308
Program service revenue
$866,183
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$74,578
Other salaries and wages
$413,909
Salaries, compensation and benefits (total)
$748,608
Professional fundraising fees
$0
Legal fees
$1,360
Occupancy
$256,979
Program services (functional)
$905,153
Management and general (functional)
$146,568

Balance sheet and other

Total assets, start of year
$294,233
Total assets, end of year
$124,753
Total liabilities, end of year
$612
Net assets, end of year
$124,141
Land, buildings and equipment
$8,574
Net assets without donor restrictions
$124,141
Gross receipts
$882,491
Employees
21
Volunteers
2
Year formed
2013

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
Virginia StanleySecretary
Officer
40$38,977
Terri ZobelVice President
Officer
40$35,601
Lyle GurleyDirector
Trustee or director
1$0
Theresa DunlapDirector
Trustee or director
1$0
Richard W Zobel JrPresident
Officer
1$0
Roxanne HuffmanTreasurer
Officer
40$0
990 for the year ended June 30, 2025: 4 people
NameTitleHours / weekCompensation
Virginia StanleySecretary
Officer
40$41,209
Terri ZobelVice President
Officer
40$36,113
Richard W Zobel JrPresident
Officer
1$0
Roxanne HuffmanTreasurer
Officer
40$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
Terri L ZobelVice President
Officer
40$43,000
Virginia C StanleySecretary
Officer
40$43,000
Richard Zobel JrPresident
Officer
1$0
Roxanne G HuffmanTreasurer
Officer
40$0

Address and contacts

Address (IRS master file)
3610 BUSH ST 200, RALEIGH, NC 27609-7511
Signed the 990
Roxanne Huffman, Treasurer
Phone
(919) 609-6782
Return prepared by
Eric Syfrett CPA

Mission

Development, implementation, and execution of educational research into effective teaching strategies to support students with disabilities.

990 for the year ended June 30, 2026

Program accomplishments

  • Our students have shown significant real-world successes in life skills, social skills, vocational training, and independent living
    Expenses $905,153 · revenue $866,183

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
47-5631372
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2016
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$124,753
Income (IRS master file)
$882,491

Revocation and reinstatement

Exemption revoked
November 15, 2013
Posted by the IRS
March 14, 2016
Reinstated
Effective November 15, 2013

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$882,491$1,051,721$124,753XML
990June 2025$905,988$649,999$294,233XML
990June 2024$668,157$602,621$62,850XML
990June 2023$488,000$360,566$63,005IRS
990June 2022–––IRS
990June 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5631372).

Questions about ZOBEL ASSOCIATES

What is the EIN of ZOBEL ASSOCIATES?
The employer identification number (EIN) of ZOBEL ASSOCIATES is 47-5631372.
Is ZOBEL ASSOCIATES tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2013 and reinstated it effective November 15, 2013.
Are donations to ZOBEL ASSOCIATES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ZOBEL ASSOCIATES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ZOBEL ASSOCIATES due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ZOBEL ASSOCIATES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who are the officers and directors of ZOBEL ASSOCIATES?
The 990 for the year ended June 30, 2026 lists 6 people; 2 received compensation from the organization, the highest $38,977 (Virginia Stanley, Secretary).
How much revenue does ZOBEL ASSOCIATES have?
On its 990 for the year ended June 30, 2026 it reported revenue of $882,491, expenses of $1,051,721 and total assets of $124,753 at year end.

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