Nonprofit · EIN 45-4823663
WILLOW OAK MONTESSORI CHARTER SCHOOL INC
Also known as WILLOW OAK MONTESSORI
Tax-exempt · PITTSBORO, NC 27312
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,875,587 | $3,994,101 | -$118,514 | $3,644,296 | $2,342,859 | $1,301,437 |
| June 30, 2024 | 990 | $3,625,557 | $3,962,679 | -$337,122 | $4,067,981 | $2,645,675 | $1,422,306 |
| June 30, 2023 | 990 | $3,469,381 | $3,313,323 | $156,058 | $4,670,236 | $2,910,808 | $1,759,428 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,748,661
- of which government grants
- $3,713,503
- Program service revenue
- $65,076
- Investment income
- $46,363
- Other revenue
- $15,487
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $85,653
- Other salaries and wages
- $2,149,898
- Salaries, compensation and benefits (total)
- $2,766,132
- Professional fundraising fees
- $0
- Legal fees
- $64,358
- Accounting fees
- $8,552
- Occupancy
- $23,006
- Travel
- $39,530
- Depreciation
- $428,939
- Program services (functional)
- $3,068,386
- Management and general (functional)
- $925,715
Balance sheet and other
- Total assets, start of year
- $4,067,981
- Total assets, end of year
- $3,644,296
- Total liabilities, end of year
- $2,342,859
- Net assets, end of year
- $1,301,437
- Land, buildings and equipment
- $398,137
- Net assets without donor restrictions
- $1,301,437
- Gross receipts
- $3,875,587
- Employees
- 74
- Volunteers
- 9
- Year formed
- 2012
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN JOHNSTONE | HEAD OF SCHOOL Officer | 40 | $85,653 |
| ELIZABETH BONITZ | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ALI WOLFE | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| LIVIA VASS | TREASURER Trustee or director, Officer | 1 | $0 |
| MANJU REDDY | SECRETARY Trustee or director, Officer | 1 | $0 |
| GENEVIEVE COHEN | DIRECTOR Trustee or director | 1 | $0 |
| AMBER SOWA | DIRECTOR Trustee or director | 1 | $0 |
| JOSHUA BEAVER | DIRECTOR Trustee or director | 1 | $0 |
| ERIK RIUTTA | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW BROWN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN JOHNSTONE | HEAD OF SCHO Officer | 40 | $104,058 | $5,203 |
| ELIZABETH BONITZ | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| JENNIE BOYSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDSAY DENTEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JORDYNN JACK | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| ANDREW LERNER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MANJU REDDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH PLUMMER TAYLOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LIVIA VASS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ALISON WOLFE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE OUDJUT | HEAD OF SCHO Officer | 40 | $88,032 |
| ELIZABETH BONITZ | PRESIDENT Trustee or director, Officer | 5 | $0 |
| FRANK BRAINARD | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE DASHER | BOARD MEMBER Trustee or director | 1 | $0 |
| JORDYNN JACK | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| ANDREW LERNER | SECRETARY Trustee or director, Officer | 1 | $0 |
| JUDY MALLOY | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| LEE NESTLERODE | BOARD MAMBER Trustee or director | 1 | $0 |
| MANJU REDDY | BOARD MEMBER Trustee or director | 1 | $0 |
| JANET BALLINGER WEED | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1476 ANDREWS STORE RD, PITTSBORO, NC 27312-5814
- In care of
- % PETER RUBINAS
- Mailing address (990-N for 2012)
- PO Box 1180, Pittsboro NC 27312
- Principal officer (990 for 2024)
- ELIZABETH BONITZ, 1476 ANDREWS STORE ROAD, PITTSBORO, NC 27312
- Principal officer (990-N for 2012)
- Luanne Bannan, PO Box 1180, Pittsboro NC 27312
- Signed the 990
- SUSAN JOHNSTONE, HEAD OF SCHOOL
- Phone
- (919) 240-7787
- Website
- www.willowoakmontessori.org
- Return prepared by
- SHARPE PATEL CPA
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.
Program accomplishments
- OPERATED A PUBLIC CHARTER SCHOOL SERVING APPROXIMATELY 281 STUDENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2025.Expenses $3,068,386 · revenue $80,563
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-4823663
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $3,644,296
- Income (IRS master file)
- $3,875,587
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,875,587 | $3,994,101 | $3,644,296 | IRS |
| 990 | June 2024 | $3,625,557 | $3,962,679 | $4,067,981 | IRS |
| 990 | June 2023 | $3,469,381 | $3,313,323 | $4,670,236 | XML |
| 990 | June 2022 | $3,302,479 | $2,926,113 | $1,560,672 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-N for 2012 Officer: Luanne Bannan | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4823663).
Questions about WILLOW OAK MONTESSORI CHARTER SCHOOL INC
- What is the EIN of WILLOW OAK MONTESSORI CHARTER SCHOOL INC?
- The employer identification number (EIN) of WILLOW OAK MONTESSORI CHARTER SCHOOL INC is 45-4823663.
- Is WILLOW OAK MONTESSORI CHARTER SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to WILLOW OAK MONTESSORI CHARTER SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLOW OAK MONTESSORI CHARTER SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLOW OAK MONTESSORI CHARTER SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLOW OAK MONTESSORI CHARTER SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WILLOW OAK MONTESSORI CHARTER SCHOOL INC?
- The 990 for the year ended June 30, 2025 names ELIZABETH BONITZ.
- Who are the officers and directors of WILLOW OAK MONTESSORI CHARTER SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $85,653 (SUSAN JOHNSTONE, HEAD OF SCHOOL).
- How much revenue does WILLOW OAK MONTESSORI CHARTER SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,875,587, expenses of $3,994,101 and total assets of $3,644,296 at year end.
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