Civic Intelligence

Willow Oak Montessori Charter School Inc.

990 • Fiscal year 2017 • EIN 45-4823663

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 30, 2018

Organization ProfileWWW.WILLOWOAKMONTESSORI.COM
50101 Governors Drive Ste 170Chapel Hill, NC 27517

(919) 240-7787

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$48,382

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$422,382

Up $70,420 (+20%) from 2016

Net Assets

Up

$420,784

Up $72,514 (+21%) from 2016

Liabilities

Down

$1,598

Down $2,094 (-57%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin52nd percentile

Revenue

Up

$1,697,940

Up $305,415 (+22%) from 2016

Expenses

Up

$1,625,426

Up $387,220 (+31%) from 2016

Net Income

Down

$72,514

Down $81,805 (-53%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2014: $98,267Liabilities 2014: $8,064Net Assets 2014: $90,2032014Assets 2015: $221,378Liabilities 2015: $602Net Assets 2015: $220,7762015Assets 2016: $351,962Liabilities 2016: $3,692Net Assets 2016: $348,2702016Assets 2017: $422,382Liabilities 2017: $1,598Net Assets 2017: $420,7842017Assets 2018: $483,785Liabilities 2018: $12,239Net Assets 2018: $471,5462018Assets 2019: $592,946Liabilities 2019: $17,039Net Assets 2019: $575,9072019Assets 2020: $776,305Liabilities 2020: $9,431Net Assets 2020: $766,8742020Assets 2021: $1,190,547Liabilities 2021: $31,799Net Assets 2021: $1,158,7482021Assets 2022: $1,560,672Liabilities 2022: $25,558Net Assets 2022: $1,535,1142022Assets 2023: $4,670,236Liabilities 2023: $2,910,808Net Assets 2023: $1,759,4282023Assets 2024: $4,067,981Liabilities 2024: $2,645,675Net Assets 2024: $1,422,3062024

Highlighted filing

2017

Assets$422,382
Liabilities$1,598
Net Assets$420,784
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2014: $818,023Expenses 2014: $727,820Net Income 2014: $90,2032014Revenue 2015: $1,067,354Expenses 2015: $936,781Net Income 2015: $130,5732015Revenue 2016: $1,392,525Expenses 2016: $1,238,206Net Income 2016: $154,3192016Revenue 2017: $1,697,940Expenses 2017: $1,625,426Net Income 2017: $72,5142017Revenue 2018: $2,004,443Expenses 2018: $1,953,681Net Income 2018: $50,7622018Revenue 2019: $2,260,178Expenses 2019: $2,155,817Net Income 2019: $104,3612019Revenue 2020: $2,374,596Expenses 2020: $2,183,629Net Income 2020: $190,9672020Revenue 2021: $2,935,221Expenses 2021: $2,543,347Net Income 2021: $391,8742021Revenue 2022: $3,302,479Expenses 2022: $2,926,113Net Income 2022: $376,3662022Revenue 2023: $3,469,381Expenses 2023: $3,313,323Net Income 2023: $156,0582023Revenue 2024: $3,625,557Expenses 2024: $3,962,679Net Income 2024: -$337,1222024

Highlighted filing

2017

Revenue$1,697,940
Expenses$1,625,426
Net Income$72,514
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 30, 2018
Return Version
2016v3.1
Gross Receipts
$1,697,940
Mission and Program Overview

Mission

Operation of a public charter school to assist children in achieving their unique potential as responsible global citizens by nurturing self- confidence and independent decision making in a stimulating, creative, and diverse montessori community.

Operation of a public charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$285,418$377,749▲ $92,331
Prepaid Expenses and Deferred Charges$22,557$31,405▲ $8,848
Land, Buildings, and Equipment, Net$9,420$7,708▼ $1,712
Accounts Receivable$30,363$1,316▼ $29,047
Total Assets$351,962$422,382▲ $70,420
Other Assets Total$4,204$4,204→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,692$1,598▼ $2,094
Total Liabilities$3,692$1,598▼ $2,094
Net Assets / Fund Balance
Unrestricted Net Assets$348,270$420,784▲ $72,514
Total Net Assets Fund Balance$348,270$420,784▲ $72,514
Total Liabilities and Net Assets / Fund Balance$351,962$422,382▲ $70,420

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,775$14,503$18,278
Leasehold Improvements$3,933$1,303$5,236
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pete RubinasHead of SchoPT$46,837$1,545$48,382

Board Members and Trustees

NameTitle
Heather RainvillePresident
Charleen CodyDirector
Colleen SelleckDirector
Elizabeth WildsmithDirector
Melanie PellowitzDirector
Susannah HunterSecretary
Brystana KaufmanTreasurer
Julius BazemoreVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$70,359
Program Service Revenue
$1,599,942
Investment Income
$0
Other Revenue
$27,639
All Other Contributions
$42,295
Change in Net Assets
$72,514

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,697,940
Total Revenue per Audited Statements
$1,697,940
Total Revenue per Form 990
$1,697,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,130,692
Other Expenses$494,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$799,066$72,550-$871,616
Occupancy$245,897$46,607-$292,504
Other Employee Benefits$76,405$7,557-$83,962
Fees for Services Other$30,105$50,596-$80,701
Payroll Taxes$72,281$7,149-$79,430
Current Officers, Directors, Trustees, and Key Employees$42,775$10,694-$53,469
Pension Plan Contributions$38,416$3,799-$42,215
Office Expenses$7,245$8,214-$15,459
Conferences and Meetings$13,877--$13,877
Fees for Services Accounting-$11,178-$11,178
Information Technology$9,680--$9,680
Insurance-$7,340-$7,340
Depreciation Depletion$3,104$1,035-$4,139
All Other Expenses$1,790$1,774-$3,564
Other Expenses$3,287$3,573-$3,287
Fees for Services Legal-$2,625-$2,625
Travel$1,539--$1,539
Advertising-$108-$108
Total Functional Expenses$1,390,627$234,799$0$1,625,426

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,625,426
Total Expenses per Audited Statements$1,625,426
Total Expenses per Form 990$1,625,426
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Meneca DavisFormer DirectorTeacherNo$19,687
Melissa FreyFormer DirectorBusiness ManagerNo$19,658
Melissa BeckFormer DirectorExcpt Children CoordNo$12,483
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The head of school reviews the 990 tax return and a copy is distributed go the full board for review.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is monitored by the board president and reviewed and signed at the beginning of each fiscal year by all board members and key employees. It is each signator's obligation to disclose any potential conflict as it is known, or reasonably should be known.”

Form 990, Page 6, Part VI, Line 15A

“The process for determining compensation for the head of school included review and approval by the finance committee, including a review of comparibility data and contemporaneous substantiation of the deliberation and decision.”

Form 990, Page 6, Part VI, Line 15B

“No officers, other than the head of school, are compensated. Salaries for key employees are based on comparability data.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Willow Oak Montessori Charter
EIN
45-4823663
Phone
9192407787
Address
50101 GOVERNORS DRIVE STE 170, CHAPEL HILL, NC 27517

Signing Officer

Name
Heather Rainville
Title
President
Phone
9192407787
Signed
2018-04-30

Organization Details

Principal Officer
Heather Rainville
Formed
2012
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
44
Volunteers
108

Preparer

Firm
Petway Mills & Pearson Pa
Address
PO BOX 1036, ZEBULON, NC 27597-1036
Preparer
James a Ridoutt
Phone
9192697405
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Operation of a public charter school to assist children in achieving their unique potential as responsible global citizens by nurturing self- confidence and independent decision making in a stimulating, creative, and diverse montessori community.”

Raw XML AppendixShowing 400 of 489 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/PayrollTaxesGrp/ManagementAndGeneralAmt07149
IRS990/PayrollTaxesGrp/ProgramServicesAmt072281
IRS990/PayrollTaxesGrp/TotalAmt079430
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03799
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038416
IRS990/PensionPlanContributionsGrp/TotalAmt042215
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022557
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031405
IRS990/PrincipalOfficerNm0HEATHER RAINVILLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STATE FUNDS
IRS990/ProgramServiceRevenueGrp/Desc1COUNTY FUNDS
IRS990/ProgramServiceRevenueGrp/Desc2SCHOOL ACTIVITIES & PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3BEFORE & AFTER SCHOOL CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01012570
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1559690
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223917
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01012570
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1559690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33765
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt058005
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0385945
IRS990/PYOtherRevenueAmt049841
IRS990/PYProgramServiceRevenueAmt01284679
IRS990/PYRevenuesLessExpensesAmt0154319
IRS990/PYSalariesCompEmpBnftPaidAmt0852261
IRS990/PYTotalExpensesAmt01238206
IRS990/PYTotalRevenueAmt01392525
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt072514
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01599942
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03775
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014503
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018278
IRS990ScheduleD/ExpensesSubtotalAmt01625426
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03933
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01303
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05236
IRS990ScheduleD/RevenueSubtotalAmt01697940
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07708
IRS990ScheduleD/TotalExpensesPerForm990Amt01625426
IRS990ScheduleD/TotalRevenuePerForm990Amt01697940
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01697940
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01625426
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0WILLOW OAK MONTESSORI OPERATES AS A PUBLIC CHARTER SCHOOL AND IS FUNDED BY THE STATE OF NORTH CAROLINA AND LOCAL GOVERNMENT. NORTH CAROLINA REQUIRES A POLICY OF NONDISCRIMINATION. THE SCHOOL'S NONDISCRIMINATION POLICY IS DISCLOSED IN ALL SOLICITATIONS FOR STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt16A) NORTH CAROLINA CHARTER SCHOOL, FUNDED BY STATE & LOCAL GOVERNMENT. ALSO RECEIVES VARIOUS FEDERAL GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MELISSA FREY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MELISSA BECK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2MENECA DAVIS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FORMER DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2FORMER DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt019658
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt112483
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt219687
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BUSINESS MANAGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EXCPT CHILDREN COORD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2TEACHER
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATION OF A PUBLIC CHARTER SCHOOL TO ASSIST CHILDREN IN ACHIEVING THEIR UNIQUE POTENTIAL AS RESPONSIBLE GLOBAL CITIZENS BY NURTURING SELF- CONFIDENCE AND INDEPENDENT DECISION MAKING IN A STIMULATING, CREATIVE, AND DIVERSE MONTESSORI COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE HEAD OF SCHOOL REVIEWS THE 990 TAX RETURN AND A COPY IS DISTRIBUTED GO THE FULL BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD PRESIDENT AND REVIEWED AND SIGNED AT THE BEGINNING OF EACH FISCAL YEAR BY ALL BOARD MEMBERS AND KEY EMPLOYEES. IT IS EACH SIGNATOR'S OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING COMPENSATION FOR THE HEAD OF SCHOOL INCLUDED REVIEW AND APPROVAL BY THE FINANCE COMMITTEE, INCLUDING A REVIEW OF COMPARIBILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OFFICERS, OTHER THAN THE HEAD OF SCHOOL, ARE COMPENSATED. SALARIES FOR KEY EMPLOYEES ARE BASED ON COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WILLOW OAK MONTESSORI FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WLLOW OAK MONTESSORI CHILDEREN'S HS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0463086549
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1561986129
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt050101 GOVERNORS DR STE 170
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt150101 GOVERNORS DR STE 170
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHAPEL HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHAPEL HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027517
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd127517
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$422,382
Liabilities
$1,598
Net assets
$420,784
Revenue
$1,697,940
Expenses
$1,625,426
Net income
$72,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$2.65$1.42$3.63$3.96$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.67$2.91$1.76$3.47$3.31$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.54$3.30$2.93$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$2.94$2.54$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.77$2.37$2.18$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.58$2.26$2.16$0.10
2018Summary only. Only limited summary data is available for this year.$0.48$0.01$0.47$2.00$1.95$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.70$1.63$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.39$1.24$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.07$0.94$0.13
2014Summary only. Only limited summary data is available for this year.$0.10$0.01$0.09$0.82$0.73$0.09