EIN 46-3086549

Willow Oak Montessori Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2013
Most recent tax filings
2023-06-01
Description
The Willow Oak Montessori Foundation provides financial support and operates facilities for two Montessori schools in Chatham County, North Carolina: the Willow Oak Montessori Children's House and Willow Oak Montessori Charter School. The organization supports the educational activities of both schools by developing policies, procedures, and systems to raise funds for the Children's House. The Foundation board of directors has delegated day-to-day facility operations to operations staff and has established thresholds triggering approvals from the finance committee or board of directors.
Related structure
Willow Oak Montessori Foundation is a subordinate organization under Willow Oak Montessori Charter School.
Total revenues
$603,139
2023
Total expenses
$634,824
2023
Total assets
$7,977,070
2023
Num. employees
0
2023

Program areas at Willow Oak Montessori Foundation

Financial support for Willow Oak Montessori charter school. The Foundation continues to develop the policies, procedures, and systems necessary to raise sufficient funds to support Willow Oak Montessori charter school, Inc.
The Foundation board of directors have turned the operations of the facility over to the operations staff and has set thresholds that when met, trigger approvals from the finance committee or the board of directors. The facility's day to day operations are no longer the responsibility of the Foundation, but to the staff hired to run the operations. They include the head of school, the facilities and business manager, and the rest of the leadership team that assists the head of school. The head of school ultimately is responsible for maintaining the operations are in line with the Foundation's mission statement and values. The revenue for the Foundation comes from donations and from rent charged to the Willow Oak Montessori charter school and the Willow Oak Montessori children's house for the use of the facility. The rent and donations basically cover the operational expenses of the Foundation.
Financial 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.

Who funds Willow Oak Montessori Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Network for GoodUnrestricted$11,763
The Allstate FoundationAgent - Individual HH Grant$500
AmazonSmile FoundationGeneral Support$186

Personnel at Willow Oak Montessori Foundation

NameTitleCompensation
Catherine OudjitHead of School$0
Jon GrovesBusiness Manager
Tiffany CooperPresident$0
Brystana KaufmanPresident / Director$0
Susannah HunterSecretary$0
...and 3 more key personnel

Financials for Willow Oak Montessori Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$49,973
Program services$553,166
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$603,139

Form 990s for Willow Oak Montessori Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-05-15990View PDF
2021-062022-07-11990View PDF
2020-062021-05-25990View PDF
2019-062020-12-11990View PDF
...and 5 more Form 990s
Data update history
April 19, 2024
Updated personnel
Identified 1 new personnel
July 23, 2023
Received grants
Identified 1 new grant, including a grant for $2,500 from The Hummel Family Fund
July 21, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 3, 2023
Updated personnel
Identified 9 new personnel
June 30, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsSchoolsChildhood education nonprofitsChapter / child organizationsCharities
Issues
Education
Characteristics
State / local levelReceives government fundingTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
1476 Andrews Store Rd
Pittsboro, NC 27312
Metro area
Durham-Chapel Hill, NC
County
Chatham County, NC
Website URL
willowoakmontessori.org/ 
Phone
(919) 240-7787
IRS details
EIN
46-3086549
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B21: Nursery School, Early School Admissions, Kindergarten
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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