Civic Intelligence

Willow Tree Preschool

EIN 82-2980265 • 501(c)3 • Chapel Hill, NC

Pub. 78 EligibleNTEE B21

Profile

Binkley Preschool believes that all children regardless of ethnic,cultural or socio-economic isues have deserve a childhood education.

1712 Willow DriveChapel Hill, NC 27514

binkleypreschool.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.21x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

31st percentile

-20%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$245,404

Up $236,311 (+2599%) from 2023

Liabilities

Up

$39,689

Up $39,689 from 2023

Net Assets

Up

$205,715

Up $196,622 (+2162%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin24th percentile

Revenue

Down

$192,000

Down $42,024 (-18%) from 2023

Expenses

Up

$226,384

Up $1,002 (+0.4%) from 2023

Net Income

Down

-$34,384

Down $43,026 (-498%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2018: $218,306Liabilities 2018: $33,257Net Assets 2018: $185,0492018Assets 2019: $231,438Liabilities 2019: $26,461Net Assets 2019: $204,9772019Assets 2020: $250,123Liabilities 2020: $43,087Net Assets 2020: $207,0362020Assets 2021: $188,808Liabilities 2021: $41,813Net Assets 2021: $146,9952021Assets 2022: $222,452Liabilities 2022: $26,793Net Assets 2022: $195,6592022Assets 2023: $9,093Liabilities 2023: $0Net Assets 2023: $9,0932023Assets 2024: $245,404Liabilities 2024: $39,689Net Assets 2024: $205,7152024

Highlighted filing

2024

Assets$245,404
Liabilities$39,689
Net Assets$205,715
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2018: $271,285Expenses 2018: $230,015Net Income 2018: $41,2702018Revenue 2019: $261,549Expenses 2019: $241,621Net Income 2019: $19,9282019Revenue 2020: $209,180Expenses 2020: $231,778Net Income 2020: -$22,5982020Revenue 2021: $89,201Expenses 2021: $147,185Net Income 2021: -$57,9842021Revenue 2022: $300,925Expenses 2022: $229,032Net Income 2022: $71,8932022Revenue 2023: $234,024Expenses 2023: $225,382Net Income 2023: $8,6422023Revenue 2024: $192,000Expenses 2024: $226,384Net Income 2024: -$34,3842024

Highlighted filing

2024

Revenue$192,000
Expenses$226,384
Net Income-$34,384
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$245,404
Liabilities
$39,689
Net assets
$205,715
Revenue
$192,000
Expenses
$226,384
Net income
-$34,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.40$2.06$1.92$2.26$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$2.34$2.25$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.27$1.96$3.01$2.29$0.72
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.42$1.47$0.89$1.47$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.43$2.07$2.09$2.32$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.26$2.05$2.62$2.42$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.33$1.85$2.71$2.30$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$192,000
Mission and Program Overview

Mission

Binkley Preschool believes that all children regardless of ethnic,cultural or socio-economic isues have deserve a childhood education.

Half Day Preschool

Program Services

DescriptionGrantsExpenses
Half Day Preschool. Operating daily from 8am until noon.-$238,143
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lara ValerioChairPT$0--
Mary Elizabeth ZaldivarVice ChairPT$0--
Julie SidesFundraisingPT$0--
Carrilyn HoldenAssistant FundraisingPT$0--
Max GoldsteinParent CoordinatorPT$0--
Stephanie BogdewicRegistrarPT$0--
Kimberly BuckleyPreschool Director-$0--
Kelly KaterakisScholarships-$0--
Ryland PiggTreasurer-$0--
Lauren DermodySecretary-$0--
Kim BuckleyDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Willow Tree Preschool
EIN
82-2980265
Address
1712 Willow Drive, Chapel Hill, NC 27514

Signing Officer

Name
Laura Van Wert
Title
Officer
Phone
9199681427
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Financial Solutions LLC
Address
493 Fearrington Post, Pittsboro, NC 27312
Preparer
Duane Gilbert
Phone
9198246123
Supplemental Narrative

Additional Explanations

General explanation attachment

“All key employee including Preschool Direction have annual reviews and all compensation decisions are made by Preschool Personnel Committee and reviewed & approved by entire Preschool board.”

Description of other revenue Part I line 8

“Description AmountSummer Camp and Supply Fees 4,505”

Description of other expenses Part I line 16

“Description AmountClassroom Curriculum 7,663Playground Mainentance 5,440Insurance 3,799”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPrepaid Tuition May 0 39,689”

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lara Valerio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Elizabeth Zaldivar
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carrilyn Holden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Max Goldstein
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0238143
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All key employee including Preschool Direction have annual reviews and all compensation decisions are made by Preschool Personnel Committee and reviewed & approved by entire Preschool board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSummer Camp and Supply Fees 4,505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountClassroom Curriculum 7,663Playground Mainentance 5,440Insurance 3,799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPrepaid Tuition May 0 39,689
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Van Wert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum09199681427
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
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ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0822980265
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-30T09:54:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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