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Willow Oak Montessori Charter School Inc

Willow Oak Montessori

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$3.47M (2023)

Expenses
$3.31M (2023)

Total Assets
$4.67M (2023)

Total Liabilities
$2.91M (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,469,381
Expenses
$3,313,323
Net Income
$156,058
Net Assets
$1,759,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,350,844
96.6%
Program Services $26,825
0.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $91,712
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $150,444
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,714,687
51.8%
Assets/Debt
Total Assets $4,670,236
Total Liabilities $2,910,808
Net Assets $1,759,428
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Catherine Oudjut (Head Of Scho) $88,032 $0 $0
Elizabeth Bonitz (President) $0 $0 $0
Frank Brainard (Board Member) $0 $0 $0
Mike Dasher (Board Member) $0 $0 $0
Jordynn Jack (Vice Preside) $0 $0 $0
Andrew Lerner (Secretary) $0 $0 $0
Judy Malloy (Vice Preside) $0 $0 $0
Lee Nestlerode (Board Mamber) $0 $0 $0
Manju Reddy (Board Member) $0 $0 $0
Janet Ballinger Weed (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,302,479
Expenses
$2,926,113
Net Income
$376,366
Net Assets
$1,535,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,892
4.5%
Program Services $3,038,405
92.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $116,182
3.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $83,000
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,596,001
54.5%
Assets/Debt
Total Assets $1,560,672
Total Liabilities $25,558
Net Assets $1,535,114
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Catherine Oudjit (Head Of Scho) $82,909 $0 $0
Charleen Cody (President) $0 $0 $0
Judy Malloy (Vice Preside) $0 $0 $0
Thomas Petley (Treasurer) $0 $0 $0
Laura Jacobs (Secretary) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Heather Rainville (Director) $0 $0 $0
Elizabeth Wildsmith (Director) $0 $0 $0
Janet Weed (Director) $0 $0 $0
Jordynn Jack (Director) $0 $0 $0
Frank Brainard (Director) $0 $0 $0
Manju Reddy (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,935,221
Expenses
$2,543,347
Net Income
$391,874
Net Assets
$1,158,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,211
2.3%
Program Services $2,777,170
94.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $91,840
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $85,350
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,351,693
53.1%
Assets/Debt
Total Assets $1,190,547
Total Liabilities $31,799
Net Assets $1,158,748
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Catherine Oudjit (Head Of Scho) $84,937 $0 $0
Tiffany Cooper (President) $0 $0 $0
Melissa Robinson (Vice Preside) $0 $0 $0
Mark Smith (Treasurer) $0 $0 $0
Charleen Cody (Secretary) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Laura Jacobs (Director) $0 $0 $0
Thomas Petley (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Danielle Ward (Director) $0 $0 $0
Janet Weed (Director) $0 $0 $0
Judy Mallory (Director) $0 $0 $0
Frank Brainard (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,374,596
Expenses
$2,183,629
Net Income
$190,967
Net Assets
$766,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $129,389
5.4%
Program Services $2,235,724
94.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,483
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $102,062
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,178,359
54.0%
Assets/Debt
Total Assets $776,305
Total Liabilities $9,431
Net Assets $766,874
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Catherine Oudjit (Head Of Scho) $65,377 $0 $0
Tiffany Cooper (President) $0 $0 $0
Melissa Robinson (Vice Preside) $0 $0 $0
Mark Smith (Treasurer) $0 $0 $0
Charleen Cody (Secretary) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Laura Jacobs (Director) $0 $0 $0
Thomas Petley (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Danielle Ward (Director) $0 $0 $0
Janet Weed (Director) $0 $0 $0
Judy Mallory (Director) $0 $0 $0
Frank Brainard (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,260,178
Expenses
$2,155,817
Net Income
$104,361
Net Assets
$575,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $76,374
3.4%
Program Services $2,174,609
96.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,195
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,644
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,208,672
56.1%
Assets/Debt
Total Assets $592,946
Total Liabilities $17,039
Net Assets $575,907
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Pete Rubinas (Prior Head O) $41,835 $0 $0
Brystana Kaufman (President) $0 $0 $0
Tiffany Cooper (Vice Preside) $0 $0 $0
Mark Smith (Treasurer) $0 $0 $0
Susannah Hunter (Secretary) $0 $0 $0
Julius Bazemore (Director) $0 $0 $0
Charleen Cody (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Dr Ayize Sabater (Head Of Scho) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,004,443
Expenses
$1,953,681
Net Income
$50,762
Net Assets
$471,546
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,807
5.2%
Program Services $1,883,445
94.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,191
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $54,616
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,072,646
54.9%
Assets/Debt
Total Assets $483,785
Total Liabilities $12,239
Net Assets $471,546

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,697,940
Expenses
$1,625,426
Net Income
$72,514
Net Assets
$420,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,359
4.1%
Program Services $1,599,942
94.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,639
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $53,469
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $871,616
53.6%
Assets/Debt
Total Assets $422,382
Total Liabilities $1,598
Net Assets $420,784
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Pete Rubinas (Head Of Scho) $46,837 $1,545 $0
Heather Rainville (President) $0 $0 $0
Julius Bazemore (Vice Preside) $0 $0 $0
Brystana Kaufman (Treasurer) $0 $0 $0
Susannah Hunter (Secretary) $0 $0 $0
Charleen Cody (Director) $0 $0 $0
Melanie Pellowitz (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Elizabeth Wildsmith (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,392,525
Expenses
$1,238,206
Net Income
$154,319
Net Assets
$348,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,005
4.2%
Program Services $1,284,679
92.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $49,841
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $42,202
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $646,980
52.3%
Assets/Debt
Total Assets $351,962
Total Liabilities $3,692
Net Assets $348,270
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Pete Rubinas (Head Of Scho) $28,707 $654 $0
Heather Rainville (President) $0 $0 $0
Elizabeth Wildsmith (Vice Preside) $0 $0 $0
Jake Bonenberger (Treasurer) $0 $0 $0
Ashley Frost (Secretary) $0 $0 $0
J Bazemore (Director) $0 $0 $0
Tammy Triglianos (Director) $0 $0 $0
Meredith Weiss (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,067,354
Expenses
$936,781
Net Income
$130,573
Net Assets
$220,776
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,158
8.4%
Program Services $971,725
91.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,471
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $25,211
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $501,578
53.5%
Assets/Debt
Total Assets $221,378
Total Liabilities $602
Net Assets $220,776
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Peter J Rubinas (Head Of Scho) $18,691 $10,229 $0
Heather Rainville (President) $0 $0 $0
Lizy Wildsmith (Vice Preside) $0 $0 $0
Stacey Gahagan (Treasurer) $0 $0 $0
Ashley Frost (Secretary) $0 $0 $0
Luanne Bannan (Director) $0 $0 $0
J Bazemore (Director) $0 $0 $0
Jacob Bonenberger (Director) $0 $0 $0
Tammy Triglianos (Director) $0 $0 $0
Meredith Weiss (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$818,023
Expenses
$727,820
Net Income
$90,203
Net Assets
$90,203
Notable Sources of Revenue Percent of Total Revenue
Contributions $118,856
14.5%
Program Services $696,700
85.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,467
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $22,170
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $378,460
52.0%
Assets/Debt
Total Assets $98,267
Total Liabilities $8,064
Net Assets $90,203

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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