Civic Intelligence

Willow Oak Montessori Foundation Inc.

990 • Fiscal year 2021 • EIN 46-3086549

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileWWW.WILLOWOAKMONTESSORI.ORG
1476 Andrews Store RoadPittsboro, NC 27312

(919) 240-7787

Siviq Scores

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

Liabilities / Assets

87th percentile

0.93x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

17.75x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Net Margin

11th percentile

-7.6%

Higher net margin than 11% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$4,385

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • NTEE B • $5M-$10M nonprofits • Source year 2021

Asset Growth

76th percentile

29%

Faster asset growth than 76% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

886%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$8,214,597

Up $1,840,249 (+29%) from 2020

Net Assets

Up

$570,868

Up $29,563 (+5.5%) from 2020

Liabilities

Up

$7,643,729

Up $1,810,686 (+31%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin11th percentile

Revenue

Up

$430,715

Up $387,022 (+886%) from 2020

Expenses

Up

$463,316

Up $326,009 (+237%) from 2020

Net Income

Up

-$32,601

Up $61,013 (+65%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$8,214,597
Liabilities$7,643,729
Net Assets$570,868
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$430,715
Expenses$463,316
Net Income-$32,601
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$430,715
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
Land, Buildings, and Equipment, Net$301,372$7,830,565▲ $7,529,193
Savings and Temporary Cash Investments$35,250$175,432▲ $140,182
Cash and Non-Interest-Bearing Accounts$14,390$158,994▲ $144,604
Accounts Receivable-$41,253-
Prepaid Expenses and Deferred Charges-$353-
Total Assets$6,374,348$8,214,597▲ $1,840,249
Other Assets Total$6,023,336$8,000▼ $6,015,336
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,427,815$7,170,000▲ $1,742,185
Other Liabilities$405,228$379,655▼ $25,573
Accounts Payable and Accrued Expenses-$94,074-
Total Liabilities$5,833,043$7,643,729▲ $1,810,686
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,118$570,868▲ $556,750
Net Assets With Donor Restrictions$527,187--
Total Net Assets Fund Balance$541,305$570,868▲ $29,563
Total Liabilities and Net Assets / Fund Balance$6,374,348$8,214,597▲ $1,840,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,445,555$159,065$7,604,620
Land$301,372-$301,372
Equipment$83,638$2,285$85,923
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleOtherTotal
Catherine OudjitHead of Scho$4,385$4,385

Board Members and Trustees

NameTitle
Charleen CodyPresident
Colleen SelleckDirector
Danielle WardDirector
Frank BrainardDirector
Janet WeedDirector
Mark SmithDirector
Melissa RobinsonDirector
Tiffany CooperPast Preside
Laura JacobsSecretary
Tom PetleyTreasurer
Judy MalloyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$35,293
Program Service Revenue
$395,422
Investment Income
$0
Other Revenue
$0
All Other Contributions
$35,293
Change in Net Assets
$-32,601

Audited Revenue Reconciliation

Revenue per Audited Statements
$430,715
Total Revenue per Audited Statements
$430,715
Total Revenue per Form 990
$430,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$454,073
Salaries, Compensation, and Employee Benefits$9,243
Total Fundraising Expense$4,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$145,215$16,135-$161,350
Interest$136,093$15,121-$151,214
Occupancy$113,267$12,585-$125,852
Other Salaries and Wages$2,735$2,735$2,735$8,205
Fees for Services Accounting-$6,579$731$7,310
Office Expenses-$5,285-$5,285
Fees for Services Legal-$1,827$203$2,030
Other Expenses-$782-$782
Payroll Taxes$209$209$209$627
Pension Plan Contributions$137$137$137$411
Fees for Services Other-$225$25$250
Total Functional Expenses$397,656$61,620$4,040$463,316

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$463,316
Total Expenses per Audited Statements$463,316
Total Expenses per Form 990$463,316
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Willow Oak Mont. Charter School$274,636
WILLOW OAK MONT. CHILDREN'S HOUSE$105,019
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, 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, 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 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, Page 6, Part VI, Line 15B

“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.”

Form 990, Page 6, Part VI, 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.”

Filing and Contact Details

Filer

Filer Name
Willow Oak Montessori Foundation
EIN
46-3086549
Phone
9192407787
Address
1476 ANDREWS STORE ROAD, PITTSBORO, NC 27312

Signing Officer

Name
Charleen Cody
Title
President
Phone
9192407787
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charleen Cody
Formed
2013
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
30

Preparer

Firm
Langdon & Company Llp
Address
223 US HIGHWAY 70 EAST SUITE 100, GARNER, NC 27529-4051
Preparer
Susan Dean
Phone
9196621001
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part XI, Line 9

“Cumulative effect of corrections of errors 62,164”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation evaluates any uncertain tax positions. Accordingly, the foundation's policy is to record a liability for any tax position taken that is beneficial to the foundation, including any related interest and penalties, when it is more likely than not the position of management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no uncertain tax positions as of june 30, 2021.”

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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/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.
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. CONSTRUCTION WAS COMPLETE AND OPERATIONS IN THE NEW BUILDING BEGAN ON 09/01/20.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0WILLOW OAK MONT. CHARTER SCHOOL
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLOW 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR 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/ExplanationTxt2THE 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/ExplanationTxt3THE 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/ExplanationTxt4THE 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/ExplanationTxt5CUMULATIVE EFFECT OF CORRECTIONS OF ERRORS 62,164
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 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,214,597
Liabilities
$7,643,729
Net assets
$570,868
Revenue
$430,715
Expenses
$463,316
Net income
-$32,601
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