Civic Intelligence

Willow Oak Montessori Childrens House

EIN 56-1986129 • 501(c)3 • Pittsboro, NC

Profile

Willow oak montessori children's house strives 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.

1476 Andrews Store RoadPittsboro, NC 27312

charter.willowoakmontessori.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.02x

Higher debt load relative to assets than 77% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.01x

Higher debt load relative to revenue than 76% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-1.2%

Higher net margin than 34% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$112,541

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

NTEE B • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-4.7%

Faster asset growth than 38% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$199,847

Down $9,868 (-4.7%) from 2023

Liabilities

Down

$3,929

Down $3,954 (-50%) from 2023

Net Assets

Down

$195,918

Down $5,914 (-2.9%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin34th percentile

Revenue

Up

$485,931

Up $56,949 (+13%) from 2023

Expenses

Up

$491,845

Up $59,419 (+14%) from 2023

Net Income

Down

-$5,914

Down $2,470 (-72%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $99,297Liabilities 2011: $29,697Net Assets 2011: $69,6002011Assets 2012: $153,397Liabilities 2012: $40,621Net Assets 2012: $112,7762012Assets 2013: $139,243Liabilities 2013: $40,417Net Assets 2013: $98,8262013Assets 2014: $129,516Liabilities 2014: $34,424Net Assets 2014: $95,0922014Assets 2015: $129,709Liabilities 2015: $31,408Net Assets 2015: $98,3012015Assets 2016: $105,977Liabilities 2016: $29,552Net Assets 2016: $76,4252016Assets 2017: $133,981Liabilities 2017: $35,441Net Assets 2017: $98,5402017Assets 2018: $164,092Liabilities 2018: $30,162Net Assets 2018: $133,9302018Assets 2019: $182,178Liabilities 2019: $27,830Net Assets 2019: $154,3482019Assets 2020: $200,497Liabilities 2020: $57,461Net Assets 2020: $143,0362020Assets 2021: $170,702Liabilities 2021: $3,701Net Assets 2021: $167,0012021Assets 2022: $211,549Liabilities 2022: $6,273Net Assets 2022: $205,2762022Assets 2023: $209,715Liabilities 2023: $7,883Net Assets 2023: $201,8322023Assets 2024: $199,847Liabilities 2024: $3,929Net Assets 2024: $195,9182024

Highlighted filing

2024

Assets$199,847
Liabilities$3,929
Net Assets$195,918
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $206,787Expenses 2011: $189,061Net Income 2011: $17,7262011Expenses 2012: $170,5262012Expenses 2013: $326,1922013Revenue 2014: $286,284Expenses 2014: $288,914Net Income 2014: -$2,6302014Revenue 2015: $222,866Expenses 2015: $228,237Net Income 2015: -$5,3712015Revenue 2016: $171,872Expenses 2016: $193,748Net Income 2016: -$21,8762016Revenue 2017: $221,460Expenses 2017: $199,345Net Income 2017: $22,1152017Revenue 2018: $246,994Expenses 2018: $211,604Net Income 2018: $35,3902018Revenue 2019: $252,659Expenses 2019: $232,241Net Income 2019: $20,4182019Revenue 2020: $168,741Expenses 2020: $180,053Net Income 2020: -$11,3122020Revenue 2021: $321,141Expenses 2021: $297,176Net Income 2021: $23,9652021Revenue 2022: $432,704Expenses 2022: $394,429Net Income 2022: $38,2752022Revenue 2023: $428,982Expenses 2023: $432,426Net Income 2023: -$3,4442023Revenue 2024: $485,931Expenses 2024: $491,845Net Income 2024: -$5,9142024

Highlighted filing

2024

Revenue$485,931
Expenses$491,845
Net Income-$5,914
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,847
Liabilities
$3,929
Net assets
$195,918
Revenue
$485,931
Expenses
$491,845
Net income
-$5,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.04$1.96$4.86$4.92$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.08$2.02$4.29$4.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.06$2.05$4.33$3.94$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.04$1.67$3.21$2.97$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.57$1.43$1.69$1.80$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.28$1.54$2.53$2.32$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.30$1.34$2.47$2.12$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.35$0.99$2.21$1.99$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.30$0.76$1.72$1.94$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.31$0.98$2.23$2.28$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.34$0.95$2.86$2.89$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.40$0.99$3.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.41$1.13$1.71
2011Summary only. Only limited summary data is available for this year.$0.99$0.30$0.70$2.07$1.89$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 12, 2025
Return Version
2023v6.0
Gross Receipts
$485,931
Mission and Program Overview

Mission

Willow Oak Montessori Children's House strives 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.

Willow oak montessori children's house strives 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 commnity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$100,968$90,899▼ $10,069
Land, Buildings, and Equipment, Net$28,531$50,431▲ $21,900
Savings and Temporary Cash Investments$78,498$48,549▼ $29,949
Cash and Non-Interest-Bearing Accounts-$6,413-
Accounts Receivable$1,718$3,555▲ $1,837
Total Assets$209,715$199,847▼ $9,868
Liabilities
Accounts Payable and Accrued Expenses$7,883$3,929▼ $3,954
Total Liabilities$7,883$3,929▼ $3,954
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$201,832$195,918▼ $5,914
Total Net Assets Fund Balance$201,832$195,918▼ $5,914
Total Liabilities and Net Assets / Fund Balance$209,715$199,847▼ $9,868

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,655$12,058$46,713
Leasehold Improvements$15,776$6,495$22,271
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleBaseOtherTotal
Susan JohnstoneHead of School$10,181$102,360$112,541

Board Members and Trustees

NameTitle
Elizabeth BonitzPresident
Jordynn JackVice President
Ali WolfeDirector
Jennie BoysenDirector
Lindsay DentelDirector
Manju ReddyDirector
Sarah Plummer TaylorDirector
Andrew LernerSecretary
Livia VassTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,597
Program Service Revenue
$480,127
Investment Income
$3,007
Other Revenue
$200
All Other Contributions
$2,597
Change in Net Assets
$-5,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$386,257
Other Expenses$101,397
Grants and Similar Amounts Paid$4,191
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$260,057$38,859-$298,916
Occupancy$54,076--$54,076
Other Employee Benefits$37,375$7,048-$44,423
Payroll Taxes$19,073$2,850-$21,923
Pension Plan Contributions$9,408$1,406-$10,814
Current Officers, Directors, Trustees, and Key Employees-$10,181-$10,181
Other Expenses$4,954--$4,954
Depreciation Depletion-$4,337-$4,337
Grants to Domestic Individuals$4,191--$4,191
Office Expenses$1,057$974-$2,031
Insurance$1,154--$1,154
All Other Expenses$1,052--$1,052
Advertising$1,010--$1,010
Total Functional Expenses$426,190$65,655$0$491,845
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 business manager, head of school, and then distributed to the full board of directors 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 of interest as soon as it is known, or reasonably should be known.”

Form 990, Part VI, Section B, Line 15A

“The process for determining compensation for the head of school includes a review and approval by an independent person prior to hiring, review of comparability data, and contemporaneous substantiation of the deliberation and decision.”

Form 990, Part VI, Section C, Line 18

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Willow Oak Montessori Childrens House
EIN
56-1986129
Phone
9192407787
Address
1476 ANDREWS STORE ROAD, PITTSBORO, NC 27312

Signing Officer

Name
Susan Johnstone
Title
Head of School
Phone
9192407787
Signed
2025-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Johnstone
Formed
1996
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
18
Volunteers
9

Preparer

Firm
Holt & Sigmon Cpas Pllc
Address
1151 THOMPSON STREET, PITTSBORO, NC 27312
Preparer
Kenneth F Sigmon
Phone
9195336244
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Staff training: program service expenses 1,052. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,052.”

Raw XML AppendixShowing 400 of 451 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/ActivityOrMissionDesc0WILLOW OAK MONTESSORI CHILDREN'S HOUSE STRIVES 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 COMMNITY.
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IRS990/Desc0THE MONTESSORI SCHOOL SERVED APPROXIMATELY 40 STUDENTS (42 FOR JUNE 30, 2024) IN THE PRIMARY PROGRAM. IN ADDITION, STUDENTS ARE SERVED DURING OUR SUMMER CAMP PROGRAMS. OUR SCHOOL'S MISSION IS AT THE FOREFRONT OF ALL SERVICES WE PROVIDE. THE MONTESSORI PHILOSOPHY, CURRICULUM, AND MATERIALS USED IN ALL PROGRAMMING IS TO EDUCATE, INSTRUCT, AND ENRICH OUR STUDENTS.
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IRS990/MissionDesc0WILLOW OAK MONTESSORI CHILDREN'S HOUSE STRIVES 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0201832
IRS990/NetAssetsOrFundBalancesEOYAmt0195918
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0201832
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0195918
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt054076
IRS990/OccupancyGrp/TotalAmt054076
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0974
IRS990/OfficeExpensesGrp/ProgramServicesAmt01057
IRS990/OfficeExpensesGrp/TotalAmt02031
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07048
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037375
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044423
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL SERVICES
IRS990/OtherExpensesGrp/Desc2CONTRACTED SERVICES & L
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt013946
IRS990/OtherExpensesGrp/ProgramServicesAmt113600
IRS990/OtherExpensesGrp/ProgramServicesAmt25237
IRS990/OtherExpensesGrp/ProgramServicesAmt34954
IRS990/OtherExpensesGrp/TotalAmt013946
IRS990/OtherExpensesGrp/TotalAmt113600
IRS990/OtherExpensesGrp/TotalAmt25237
IRS990/OtherExpensesGrp/TotalAmt34954
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0200
IRS990/OtherRevenueTotalAmt0200
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038859
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0260057
IRS990/OtherSalariesAndWagesGrp/TotalAmt0298916
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0100968
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt090899
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02850
IRS990/PayrollTaxesGrp/ProgramServicesAmt019073
IRS990/PayrollTaxesGrp/TotalAmt021923
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01406
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09408
IRS990/PensionPlanContributionsGrp/TotalAmt010814
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN JOHNSTONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0480127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0480127
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt027797
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04063
IRS990/PYInvestmentIncomeAmt02436
IRS990/PYOtherExpensesAmt086875
IRS990/PYOtherRevenueAmt0214
IRS990/PYProgramServiceRevenueAmt0398535
IRS990/PYRevenuesLessExpensesAmt0-3444
IRS990/PYSalariesCompEmpBnftPaidAmt0341488
IRS990/PYTotalExpensesAmt0432426
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0428982
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-5914
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0480127
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078498
IRS990/SavingsAndTempCashInvstGrp/EOYAmt048549
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt034655
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012058
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046713
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015776
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06495
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022271
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050431
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NON-DISCRIMINATORY POLICY IS PUBLISHED IN A LOCAL NEWSPAPER ANNUALLY IN FEBRUARY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE FORM 990 WILL BE REVIEWED BY THE BUSINESS MANAGER, HEAD OF SCHOOL, AND THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS 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 OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR DETERMINING COMPENSATION FOR THE HEAD OF SCHOOL INCLUDES A REVIEW AND APPROVAL BY AN INDEPENDENT PERSON PRIOR TO HIRING, REVIEW OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MOST RECENT FORM 990S (INCLUDING FINANCIAL INFORMATION, THE BYLAWS, ARTICLES OF INCORPORATION, FORM 1023 APPLICATION AND EXEMPTION, AND CONFLICT OF INTEREST POLICY) ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MOST RECENT FORM 990S (INCLUDING FINANCIAL INFORMATION, THE BYLAWS, ARTICLES OF INCORPORATION, FORM 1023 APPLICATION AND EXEMPTION, AND CONFLICT OF INTEREST POLICY) ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF TRAINING: PROGRAM SERVICE EXPENSES 1,052. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,052.
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 B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WILLOW OAK MONTESSORI CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WILLOW OAK MONTESSORI FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0454823663
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1463086549
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRIMARY EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDRAISING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12C, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01476 ANDREWS STORE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11476 ANDREWS STORE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PITTSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PITTSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027312
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd127312
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt090899
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WILLOW OAK MONTESSORI FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0209715
IRS990/TotalAssetsEOYAmt0199847
IRS990/TotalAssetsGrp/BOYAmt0209715
IRS990/TotalAssetsGrp/EOYAmt0199847
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02597
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065655
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0426190
IRS990/TotalFunctionalExpensesGrp/TotalAmt0491845
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07883
IRS990/TotalLiabilitiesEOYAmt03929
IRS990/TotalLiabilitiesGrp/BOYAmt07883
IRS990/TotalLiabilitiesGrp/EOYAmt03929
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0201832
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0195918
IRS990/TotalOtherCompensationAmt016707
IRS990/TotalProgramServiceExpensesAmt0426190

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