Civic Intelligence

Willow Oak Montessori Charter School Inc.

990 • Fiscal year 2019 • EIN 45-4823663

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 10, 2020

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

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Net Margin

53rd percentile

4.6%

Higher net margin than 53% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$41,835

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$592,946

Up $109,161 (+23%) from 2018

Net Assets

Up

$575,907

Up $104,361 (+22%) from 2018

Liabilities

Up

$17,039

Up $4,800 (+39%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin53rd percentile

Revenue

Up

$2,260,178

Up $255,735 (+13%) from 2018

Expenses

Up

$2,155,817

Up $202,136 (+10%) from 2018

Net Income

Up

$104,361

Up $53,599 (+106%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$592,946
Liabilities$17,039
Net Assets$575,907
Open 2019 Filing

Operations Trend

Revenue Growth67th 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

2019

Revenue$2,260,178
Expenses$2,155,817
Net Income$104,361
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 10, 2020
Return Version
2018v3.2
Gross Receipts
$2,260,178
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 providing services to roughly 214 students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$250,000-
Cash and Non-Interest-Bearing Accounts$369,662$188,474▼ $181,188
Accounts Receivable$51,174$87,395▲ $36,221
Prepaid Expenses and Deferred Charges$28,184$28,797▲ $613
Land, Buildings, and Equipment, Net$22,677$26,192▲ $3,515
Total Assets$483,785$592,946▲ $109,161
Other Assets Total$12,088$12,088→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,239$17,039▲ $4,800
Total Liabilities$12,239$17,039▲ $4,800
Net Assets / Fund Balance
Unrestricted Net Assets$471,546$575,907▲ $104,361
Total Net Assets Fund Balance$471,546$575,907▲ $104,361
Total Liabilities and Net Assets / Fund Balance$483,785$592,946▲ $109,161

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,707$24,305$44,012
Leasehold Improvements$6,485$3,158$9,643
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pete RubinasPrior Head OFT$41,835$41,835

Board Members and Trustees

NameTitle
Brystana KaufmanPresident
Charleen CodyDirector
Colleen SelleckDirector
Julius BazemoreDirector
Mike DasherDirector
Dr Ayize SabaterHead of Scho
Susannah HunterSecretary
Mark SmithTreasurer
Tiffany CooperVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$76,374
Program Service Revenue
$2,174,609
Investment Income
$0
Other Revenue
$9,195
All Other Contributions
$43,760
Change in Net Assets
$104,361

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,260,178
Total Revenue per Audited Statements
$2,260,178
Total Revenue per Form 990
$2,260,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,577,086
Other Expenses$578,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,068,403$140,269-$1,208,672
Occupancy$246,648$83,087-$329,735
Other Employee Benefits$132,288$18,039-$150,327
Payroll Taxes$84,855$11,571-$96,426
Fees for Services Other$32,144$55,911-$88,055
Pension Plan Contributions$54,575$7,442-$62,017
Current Officers, Directors, Trustees, and Key Employees$47,715$11,929-$59,644
Conferences and Meetings$32,188--$32,188
Office Expenses$9,778$10,127-$19,905
Information Technology$16,685--$16,685
All Other Expenses$6,058$4,041-$10,099
Insurance-$9,660-$9,660
Fees for Services Accounting-$8,300-$8,300
Depreciation Depletion$4,177$1,392-$5,569
Other Expenses$4,753$2,793-$4,753
Fees for Services Legal-$3,788-$3,788
Advertising-$260-$260
Total Functional Expenses$1,787,208$368,609$0$2,155,817

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,155,817
Total Expenses per Audited Statements$2,155,817
Total Expenses per Form 990$2,155,817
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
Melissa FreyFormer DirectorBusiness ManagerNo$39,424
Melissa BeckFormer DirectorExcpt Children CoordNo$38,454
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Acadia northstar accounting & business management”

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

“The head of school and finance committee members review the 990 tax return prior to filing.”

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 headmaster included review and approval by the finance committee, including a review of comparability data and contemporaneous substantiation of the deliberation and decision.”

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

“No officers, other than the headmaster, 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
Dr Ayize Sabater
Title
Head of School
Phone
9192407787
Signed
2020-01-10

Organization Details

Principal Officer
Brystana Kaufman
Formed
2012
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
55
Volunteers
8

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.”

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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/OtherRevenueMiscGrp/ExclusionAmt21624
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03997
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13574
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21624
IRS990/OtherRevenueTotalAmt09195
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0140269
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01068403
IRS990/OtherSalariesAndWagesGrp/TotalAmt01208672
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0250000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011571
IRS990/PayrollTaxesGrp/ProgramServicesAmt084855
IRS990/PayrollTaxesGrp/TotalAmt096426
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07442
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt054575
IRS990/PensionPlanContributionsGrp/TotalAmt062017
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028184
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028797
IRS990/PrincipalOfficerNm0BRYSTANA KAUFMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STATE FUNDS
IRS990/ProgramServiceRevenueGrp/Desc1COUNTY FUNDS
IRS990/ProgramServiceRevenueGrp/Desc2BEFORE & AFTER SCHOOL CARE
IRS990/ProgramServiceRevenueGrp/Desc3SCHOOL ACTIVITIES & PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01352563
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1719932
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt279173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt322941
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01352563
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1719932
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt279173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt322941
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0103807
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0550684
IRS990/PYOtherRevenueAmt017191
IRS990/PYProgramServiceRevenueAmt01883445
IRS990/PYRevenuesLessExpensesAmt050762
IRS990/PYSalariesCompEmpBnftPaidAmt01402997
IRS990/PYTotalExpensesAmt01953681
IRS990/PYTotalRevenueAmt02004443
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0104361
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02174609
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/BookValueAmt019707
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024305
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044012
IRS990ScheduleD/ExpensesSubtotalAmt02155817
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06485
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03158
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt09643
IRS990ScheduleD/RevenueSubtotalAmt02260178
IRS990ScheduleD/TotalBookValueLandBuildingsAmt026192
IRS990ScheduleD/TotalExpensesPerForm990Amt02155817
IRS990ScheduleD/TotalRevenuePerForm990Amt02260178
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02260178
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02155817
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/RelationshipDescriptionTxt0FORMER DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FORMER DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt039424
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt138454
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BUSINESS MANAGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EXCPT CHILDREN COORD
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/ExplanationTxt1ACADIA NORTHSTAR ACCOUNTING & BUSINESS MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HEAD OF SCHOOL AND FINANCE COMMITTEE MEMBERS REVIEW THE 990 TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE PROCESS FOR DETERMINING COMPENSATION FOR THE HEADMASTER INCLUDED REVIEW AND APPROVAL BY THE FINANCE COMMITTEE, INCLUDING A REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OFFICERS, OTHER THAN THE HEADMASTER, ARE COMPENSATED. SALARIES FOR KEY EMPLOYEES ARE BASED ON COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING 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 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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 CHILDREN'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/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,946
Liabilities
$17,039
Net assets
$575,907
Revenue
$2,260,178
Expenses
$2,155,817
Net income
$104,361
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