Nonprofit · EIN 46-3086549
WILLOW OAK MONTESSORI FOUNDATION INC
Tax-exempt · PITTSBORO, NC 27312
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $653,082 | $656,513 | -$3,431 | $7,767,986 | $7,063,842 | $704,144 |
| June 30, 2024 | 990 | $746,245 | $593,814 | $152,431 | $7,930,142 | $7,222,567 | $707,575 |
| June 30, 2023 | 990 | $603,139 | $634,824 | -$31,685 | $7,977,070 | $7,421,926 | $555,144 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $57,042
- Program service revenue
- $582,501
- Investment income
- $13,539
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $14,812
- Salaries, compensation and benefits (total)
- $17,519
- Professional fundraising fees
- $0
- Legal fees
- $13,548
- Accounting fees
- $38,093
- Occupancy
- $160,828
- Depreciation
- $207,659
- Program services (functional)
- $522,705
- Management and general (functional)
- $122,238
- Fundraising (functional)
- $11,570
Balance sheet and other
- Total assets, start of year
- $7,930,142
- Total assets, end of year
- $7,767,986
- Total liabilities, end of year
- $7,063,842
- Net assets, end of year
- $704,144
- Land, buildings and equipment
- $7,202,575
- Publicly traded securities
- $108,299
- Net assets without donor restrictions
- $704,144
- Gross receipts
- $653,082
- Employees
- 0
- Year formed
- 2013
- 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 | From related orgs |
|---|---|---|---|---|
| SUSAN JOHNSTONE | HEAD OF SCHO Officer | 2 | $0 | $85,653 |
| ANDREW LERNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIE BOYSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDSAY DENTEL | BOARD PRESID Trustee or director | 1 | $0 | $0 |
| SARAH PLUMMER TAYLOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATIE PATSAKHAM | BOARD TREASU Trustee or director | 1 | $0 | $0 |
| STEPHANIE BAILEY | BOARD SECRET Trustee or director | 1 | $0 | $0 |
| BRIAN KARASEK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GINNY TAYLOR TROUTMAN | BOARD VICE P Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SUSAN JOHNSTONE | HEAD OF SCHO Officer | 2 | $0 | $66,527 |
| CATHERINE OUDJIT | HEAD OF SCHO Officer | 2 | $0 | $10,555 |
| ELIZABETH BONITZ | BOARD PRESID Trustee or director | 1 | $0 | $0 |
| JORDYNN JACK | BOARD VICE P Trustee or director | 1 | $0 | $0 |
| LIVIA VASS | BOARD TREASU Trustee or director | 1 | $0 | $0 |
| ANDREW LERNER | BOARD SECRET Trustee or director | 1 | $0 | $0 |
| JENNIE BOYSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDSAY DENTEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALI WOLFE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH PLUMMER TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MANJU REDDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CATHERINE OUDJIT | HEAD OF SCHO Officer | 2 | $0 | $9,635 |
| ELIZABETH BONITZ | BOARD PRESID Trustee or director | 1 | $0 | $0 |
| JUDY MALLOY | BOARD VICE P Trustee or director | 1 | $0 | $0 |
| LEE NESTLERODE | BOARD TREASU Trustee or director | 1 | $0 | $0 |
| ANDREW LERNER | BOARD SECRET Trustee or director | 1 | $0 | $0 |
| FRANK BRAINARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE DASHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANET BALLINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MANJU REDDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JORDYNN JACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1476 ANDREWS STORE RD, PITTSBORO, NC 27312-5814
- Principal officer (990 for 2024)
- LINDSAY DENTEL, 1476 ANDREWS STORE ROAD, PITTSBORO, NC 27312
- Signed the 990
- SUSAN JOHNSTONE, HEAD OF SCHOOL
- Phone
- (919) 240-7787
- Website
- WWW.WILLOWOAKMONTESSORI.ORG
- Return prepared by
- LANGDON & COMPANY LLP
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.
Program accomplishments
- THE PURPOSE OF THE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT TO AND OPERATE FACILITIES FOR WILLOW OAK MONTESSORI CHILDREN'S HOUSE AND CHARTER SCHOOL. THE FOUNDATION'S PRIMARY SOURCE OF REVENUE IS RENTAL INCOME FROM THE SCHOOLS.Expenses $522,705 · revenue $582,501
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
- 46-3086549
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2025
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $7,767,986
- Income (IRS master file)
- $653,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $653,082 | $656,513 | $7,767,986 | IRS |
| 990 | June 2024 | $746,245 | $593,814 | $7,930,142 | IRS |
| 990 | June 2023 | $603,139 | $634,824 | $7,977,070 | XML |
| 990 | June 2022 | $546,673 | $569,441 | $8,053,407 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 46-3086549).
Questions about WILLOW OAK MONTESSORI FOUNDATION INC
- What is the EIN of WILLOW OAK MONTESSORI FOUNDATION INC?
- The employer identification number (EIN) of WILLOW OAK MONTESSORI FOUNDATION INC is 46-3086549.
- Is WILLOW OAK MONTESSORI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to WILLOW OAK MONTESSORI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does WILLOW OAK MONTESSORI FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LINDSAY DENTEL.
- Who are the officers and directors of WILLOW OAK MONTESSORI FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does WILLOW OAK MONTESSORI FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $653,082, expenses of $656,513 and total assets of $7,767,986 at year end.
Other nonprofits in PITTSBORO
- CHATHAM COUNTY PARTNERSHIP FOR CHILDREN EIN 56-1885127 · last filed 990 for 2025
- WILLOW OAK MONTESSORI CHARTER SCHOOL INC EIN 45-4823663 · last filed 990 for 2025
- HAW RIVER CHRISTIAN ACADEMY INC EIN 20-8542860 · last filed 990 for 2025
- THE CONFIDENCE PROJECT INC EIN 87-3806405 · last filed 990 for 2024
- WILLOW OAK MONTESSORI CHILDRENS HOUSE INC EIN 56-1986129 · last filed 990 for 2025
- SCHOOL OF THE ARTS FOR BOYS ACADEMY EIN 85-0819740 · last filed 990 for 2024
- NORTHWOOD BAND BOOSTERS EIN 61-1568996 · last filed 990-EZ for 2025
- SEAFORTH BAND ASSOCIATION EIN 87-1624892 · last filed 990-EZ for 2025