Civic Intelligence

Willow Oak Montessori Foundation Inc.

990 • Fiscal year 2018 • EIN 46-3086549

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 26, 2019

Organization ProfileFOUNDATION.WILLOWOAKMONTESSORI.ORG
50101 Governors Drive 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

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.02x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

74th percentile

$57,347

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$703,368

Up $141,285 (+25%) from 2017

Net Assets

Up

$699,032

Up $140,557 (+25%) from 2017

Liabilities

Up

$4,336

Up $728 (+20%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Up

$185,891

Up $20,931 (+13%) from 2017

Expenses

Down

$45,334

Down $24,501 (-35%) from 2017

Net Income

Up

$140,557

Up $45,432 (+48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$10M$5.0M$0Assets 2014: $7,016Net Assets 2014: $7,0162014Assets 2015: $48,391Liabilities 2015: $39,957Net Assets 2015: $8,4342015Assets 2016: $488,241Liabilities 2016: $18,405Net Assets 2016: $469,8362016Assets 2017: $562,083Liabilities 2017: $3,608Net Assets 2017: $558,4752017Assets 2018: $703,368Liabilities 2018: $4,336Net Assets 2018: $699,0322018Assets 2019: $989,342Liabilities 2019: $354,423Net Assets 2019: $634,9192019Assets 2020: $6,374,348Liabilities 2020: $5,833,043Net Assets 2020: $541,3052020Assets 2021: $8,214,597Liabilities 2021: $7,643,729Net Assets 2021: $570,8682021Assets 2022: $8,053,407Liabilities 2022: $7,505,307Net Assets 2022: $548,1002022Assets 2023: $7,977,070Liabilities 2023: $7,421,926Net Assets 2023: $555,1442023Assets 2024: $7,930,142Liabilities 2024: $7,222,567Net Assets 2024: $707,5752024

Highlighted filing

2018

Assets$703,368
Liabilities$4,336
Net Assets$699,032
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $7,137Expenses 2014: $121Net Income 2014: $7,0162014Revenue 2015: $88,641Expenses 2015: $87,223Net Income 2015: $1,4182015Revenue 2016: $548,836Expenses 2016: $87,434Net Income 2016: $461,4022016Revenue 2017: $164,960Expenses 2017: $69,835Net Income 2017: $95,1252017Revenue 2018: $185,891Expenses 2018: $45,334Net Income 2018: $140,5572018Revenue 2019: $66,812Expenses 2019: $102,460Net Income 2019: -$35,6482019Revenue 2020: $43,693Expenses 2020: $137,307Net Income 2020: -$93,6142020Revenue 2021: $430,715Expenses 2021: $463,316Net Income 2021: -$32,6012021Revenue 2022: $546,673Expenses 2022: $569,441Net Income 2022: -$22,7682022Revenue 2023: $603,139Expenses 2023: $634,824Net Income 2023: -$31,6852023Revenue 2024: $746,245Expenses 2024: $593,814Net Income 2024: $152,4312024

Highlighted filing

2018

Revenue$185,891
Expenses$45,334
Net Income$140,557
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 26, 2019
Return Version
2017v2.3
Gross Receipts
$188,448
Mission and Program Overview

Mission

Willow oak montessori foundation, inc. Exists to support the educational activities of two montessori schools in chatham county, north carolina, willow oak montessori childrens house and willow oak montessori charter school. Specifically, the organization raises funds for the schools and plans to develop/manage joint facilities for the schools.

Willow oak montessori foundation, inc. Provides financial support to and operates facilities for willow oak montessori children's house and charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$234,665$285,423▲ $50,758
Pledges and Grants Receivable$198,533$100,140▼ $98,393
Cash and Non-Interest-Bearing Accounts$8,517$82,312▲ $73,795
Total Assets$562,083$703,368▲ $141,285
Other Assets Total$120,368$235,493▲ $115,125
Liabilities
Accounts Payable and Accrued Expenses$3,608$4,336▲ $728
Total Liabilities$3,608$4,336▲ $728
Net Assets / Fund Balance
Temporarily Rstr Net Assets$569,916$732,896▲ $162,980
Unrestricted Net Assets$-11,441$-33,864▼ $22,423
Total Net Assets Fund Balance$558,475$699,032▲ $140,557
Total Liabilities and Net Assets / Fund Balance$562,083$703,368▲ $141,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$235,450--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Peter RubinasEx Officio - Head of School$57,347$57,347

Board Members and Trustees

NameTitle
Brystana KaufmanPresident
Tiffany CooperVice President
Charleen CodyDirector
Colleen SelleckDirector
Julius BazemoreDirector
Leigh IsemongerDirector
Lizy WildsmithDirector
Melanie PellowitzDirector
Mike DasherDirector
Heather RainvilleDirector - Through July 2017
Suzannah HunterSecretary
Mark SmithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hobbs ArchitectsArchitectual Planning159 W SALISBURY STREET, Pittsboro, NC 27312$156,454
Revenue and Support

Revenue Composition

Contributions and Grants
$178,218
Program Service Revenue
$0
Investment Income
$1,165
Other Revenue
$6,508
All Other Contributions
$178,218
Change in Net Assets
$140,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,349
Salaries, Compensation, and Employee Benefits$17,121
Grants and Similar Amounts Paid$7,864
Total Fundraising Expense$4,712
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$18,043-$18,043
Other Salaries and Wages-$5,982$3,847$9,829
Grants to Domestic Orgs$7,864--$7,864
Current Officers, Directors, Trustees, and Key Employees-$5,641-$5,641
Payroll Taxes-$869$294$1,163
Pension Plan Contributions-$297$191$488
Insurance-$290-$290
Office Expenses-$57$228$285
Fees for Services Legal-$118-$118
Travel-$18-$18
Other Expenses-$13$152$13
Total Functional Expenses$7,864$32,758$4,712$45,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Willow Oak Montessori Charter SchoolChapel Hill, NC501(c)(3)General Support$7,554
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,065
Fundraising Direct Expenses$2,557
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

“Prior to filing, the form 990 will be reviewed by the head of school and then distributed to the full board and the finance committee for review.”

Form 990, Part VI, Section B, 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 staff and board members. It is each signator's obligation to disclose any potential conflict as soon as it is known, or reasonably should be known.”

Form 990, Part VI, Section C, Line 19

“The most recent form 990s (including financial information), the bylaws, the articles of incorporation, form 1023 application for exemption, and conflict of interest policy are provided to the public upon request.”

Part VI, Section B, Line 13

“Although there is no formal whistleblower policy, employees are encouraged to report any concerns to management or the board.”

Part VI, Section B, Line 15A-B

“The foundation does not pay any employees directly. However, employees providing services are paid from a related organization and are reimbursed by the foundation. As such, salary expense is reported in part ix, functional expense.”

Filing and Contact Details

Filer

Filer Name
Willow Oak Montessori Foundation Inc
EIN
46-3086549
Phone
9192407787
Address
50101 GOVERNORS DRIVE 170, CHAPEL HILL, NC 27517

Signing Officer

Name
Brystana Kaufman
Title
President
Phone
9192407787
Signed
2019-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brystana Kaufman
Formed
2013
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
60

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Deetra B Watson
Phone
9199428700
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IRS990/ActivityOrMissionDesc0WILLOW OAK MONTESSORI FOUNDATION, INC. PROVIDES FINANCIAL SUPPORT TO AND OPERATES FACILITIES FOR WILLOW OAK MONTESSORI CHILDREN'S HOUSE AND CHARTER SCHOOL.
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR - THROUGH JULY 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
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IRS990/MissionDesc0WILLOW OAK MONTESSORI FOUNDATION, INC. EXISTS TO SUPPORT THE EDUCATIONAL ACTIVITIES OF TWO MONTESSORI SCHOOLS IN CHATHAM COUNTY, NORTH CAROLINA, WILLOW OAK MONTESSORI CHILDRENS HOUSE AND WILLOW OAK MONTESSORI CHARTER SCHOOL. SPECIFICALLY, THE ORGANIZATION RAISES FUNDS FOR THE SCHOOLS AND PLANS TO DEVELOP/MANAGE JOINT FACILITIES FOR THE SCHOOLS.
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LICENSES & FEES
IRS990/OtherExpensesGrp/Desc1SMALL ASSETS (NON-CAPIT
IRS990/OtherExpensesGrp/Desc2DIRECT BENEFIT TO DONOR
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt0152
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01080
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213
IRS990/OtherExpensesGrp/TotalAmt01080
IRS990/OtherExpensesGrp/TotalAmt1350
IRS990/OtherExpensesGrp/TotalAmt2152
IRS990/OtherExpensesGrp/TotalAmt313
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03847
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05982
IRS990/OtherSalariesAndWagesGrp/TotalAmt09829
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0294
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0869
IRS990/PayrollTaxesGrp/TotalAmt01163
IRS990/PensionPlanContributionsGrp/FundraisingAmt0191
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0297
IRS990/PensionPlanContributionsGrp/TotalAmt0488
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0198533
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100140
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRYSTANA KAUFMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FINANCIAL SUPPORT FOR WILLOW OAK MONTESSORI CHILDREN'S HOUSE. THE FOUNDATION CONTINUES TO DEVELOP THE POLICIES, PROCEDURES, AND SYSTEMS NECESSARY TO RAISE SUFFICIENT FUNDS TO SUPPORT WILLOW OAK MONTESSORI CHILDREN'S HOUSE, INC. THE FOUNDATION GIFTED THE CHILDREN'S HOUSE $310 DURING FY18.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0310
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0310
IRS990/ProgSrvcAccomActy3Grp/Desc0DEVELOPMENT AND MANAGEMENT OF SCHOOL FACILITIES. THE FOUNDATION BOARD, WITH THE HELP OF ITS INSTITUTIONAL ADVANCEMENT COMMITTEE, CONTINUED WORKING WITH ARCHITECTS AND BUILDING CONSULTANTS IN DEVELOPING A SHARED FACILITY FOR WILLOW OAK MONTESSORI CHARTER SCHOOL AND WILLOW OAK MONTESSORI CHILDREN'S HOUSE. THE PROGRAM INCURRED DURING FY18 $115,186 TOWARDS THE CONSTRUCTION OF THE NEW FACILITIES, WHICH ARE RECORDED AS CONSTRUCTION IN PROGRESS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0155206
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt039733
IRS990/PYInvestmentIncomeAmt0729
IRS990/PYOtherExpensesAmt016520
IRS990/PYOtherRevenueAmt09025
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt095125
IRS990/PYSalariesCompEmpBnftPaidAmt013582
IRS990/PYTotalExpensesAmt069835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0164960
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0140557
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0234665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0285423
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0454823663
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1561986129
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07554
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1310
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WILLOW OAK MONT CHARTER SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WILLOW OAK MONT CHILDREN'S HOUSE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt07864
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt043
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1235450
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONSTRUCTION IN PROGRESS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0235493
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07554
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILLOW OAK MONTESSORI CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0454823663
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt050101 GOVERNORS DR 170
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027517
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CHIEF MANAGEMENT OFFICER OF THE FOUNDATION ALSO SERVES AS HEAD OF SCHOOL OF THE CHARTER SCHOOL. HE OVERSEES THE OPERATIONS OF THE CHARTER SCHOOL AND ENSURES THAT THE ASSISTANCE PROVIDED BY THE FOUNDATION IS USED FOR THE INTENDED PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE FORM 990 WILL BE REVIEWED BY THE HEAD OF SCHOOL AND THEN DISTRIBUTED TO THE FULL BOARD AND THE FINANCE COMMITTEE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD PRESIDENT AND REVIEWED AND SIGNED AT THE BEGINNING OF EACH FISCAL YEAR BY ALL STAFF AND BOARD MEMBERS. IT IS EACH SIGNATOR'S OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MOST RECENT FORM 990S (INCLUDING FINANCIAL INFORMATION), THE BYLAWS, THE ARTICLES OF INCORPORATION, FORM 1023 APPLICATION FOR EXEMPTION, AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALTHOUGH THERE IS NO FORMAL WHISTLEBLOWER POLICY, EMPLOYEES ARE ENCOURAGED TO REPORT ANY CONCERNS TO MANAGEMENT OR THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION DOES NOT PAY ANY EMPLOYEES DIRECTLY. HOWEVER, EMPLOYEES PROVIDING SERVICES ARE PAID FROM A RELATED ORGANIZATION AND ARE REIMBURSED BY THE FOUNDATION. AS SUCH, SALARY EXPENSE IS REPORTED IN PART IX, FUNCTIONAL EXPENSE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B, LINE 15A-B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WILLOW OAK MONTESSORI CHILDREN'S HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WILLOW OAK MONTESSORI CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0561986129
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1454823663
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EARLY CHILDHOOD EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PRIMARY EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1180
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt150101 GOVERNORS DRIVE 170
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PITTSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHAPEL HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027312
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd127517
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,368
Liabilities
$4,336
Net assets
$699,032
Revenue
$185,891
Expenses
$45,334
Net income
$140,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.93$7.22$0.71$0.75$0.59$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.98$7.42$0.56$0.60$0.63$0.03
2022Detailed filing. Detailed filing data is available for this year.$8.05$7.51$0.55$0.55$0.57$0.02
2021Detailed filing. Detailed filing data is available for this year.$8.21$7.64$0.57$0.43$0.46$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.37$5.83$0.54$0.04$0.14$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.35$0.63$0.07$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.19$0.05$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.16$0.07$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$0.55$0.09$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.04$0.01$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.00$0.01