WILLOW OAK MONTESSORI FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

WILLOW OAK MONTESSORI FOUNDATION INC

EIN 46-3086549 · Single Organization Support (B11)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders9 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

80.04%of revenue went to mission work79.6% of expenses · Program services

1.77%of revenue went to fundraising1.8% of expenses

$100.53spent for every $100 of revenueSpending was higher than revenue this year.

18.72%of revenue went to management and office costs18.6% of expenses

$11.83in assets for every $1 spent this yearSome assets cannot be spent right away.

8.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $3,431 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$653,082

Mission workProgram services$522,70580.04% of revenue79.6% of expenses

ManagementOffice and general costs$122,23818.72% of revenue18.6% of expenses

FundraisingAsking for donations$11,5701.77% of revenue1.8% of expenses

Total expenses$656,513100.53% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 79.6% mission · 18.6% management · 1.8% fundraisingTotal expenses: 100.53% of revenue

2023Expense mix: 81.4% mission · 17.3% management · 1.4% fundraisingTotal expenses: 79.57% of revenue

2022Expense mix: 81.6% mission · 16.3% management · 2.1% fundraisingTotal expenses: 105.25% of revenue

2021Expense mix: 80.9% mission · 17.7% management · 1.4% fundraisingTotal expenses: 104.16% of revenue

2020Expense mix: 85.8% mission · 13.3% management · 0.9% fundraisingTotal expenses: 107.57% of revenue

2019Expense mix: 26.6% mission · 69.7% management · 3.8% fundraisingTotal expenses: 314.25% of revenue

2018Expense mix: 67.3% mission · 27.2% management · 5.5% fundraisingTotal expenses: 153.36% of revenue

2017Expense mix: 17.3% mission · 72.3% management · 10.4% fundraisingTotal expenses: 24.39% of revenue

Money in and money out

Revenue$653,082

Expenses$656,513

Annual shortfall $3,431 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$522,705 · 79.6% of expenses

Management and office costs$122,238 · 18.6% of expenses

Fundraising$11,570 · 1.8% of expenses

See all reported dollar amounts

Revenue$653,082

Expenses$656,513

Assets$7,767,986

Income$653,082

Contributions$57,042

Mission work (program services)$522,705

Fundraising$11,570

Grants given$105,467

Average grant$26,367

Management and general$122,238

Stocks and bonds$108,299

Accounting fees$38,093

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (9)

ANDREW LERNERTRUSTEE

BRIAN KARASEKTRUSTEE

GINNY TAYLOR TROUTMANBOARD VICE P

JENNIE BOYSENTRUSTEE

KATIE PATSAKHAMBOARD TREASU

LINDSAY DENTELBOARD PRESID

SARAH PLUMMER TAYLORTRUSTEE

STEPHANIE BAILEYBOARD SECRET

SUSAN JOHNSTONEHEAD OF SCHO

About this charity

Recognized since: January 2025
Location: 1476 ANDREWS STORE ROAD, PITTSBORO, NC 27312
County: Chatham
In care of: SUSAN JOHNSTONE
Primary officer: SUSAN JOHNSTONE, HEAD OF SCHOOL

How to reach them

WebsiteVisit the charity’s website Emailsjohnstone@willowoakmontessori.org Phone(919) 240-7787

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: LANGDON & COMPANY LLP
NTEE classification: Single Organization Support (B11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes