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Willow Oak Montessori Foundation Inc

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 / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

An independent audit commissioned by this organization for the fiscal year ending June 2024 identified:

Material weakness in internal controls
Audit identified a deficiency in internal financial or governance controls that could limit the organization's ability to track and report financial data reliably. The deficiency could lead to failure to prevent or correct noncompliance with requirements.

Summary charts: organization finances over time

Revenue
$603k (2023)

Expenses
$635k (2023)

Total Assets
$7.98M (2023)

Total Liabilities
$7.42M (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending June
2024

No Extracted Financial Data

Form 990 documents are not available for this tax period, but audit documents are available for download.

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$603,139
Expenses
$634,824
Net Income
-$31,685
Net Assets
$555,144
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,973
8.3%
Program Services $553,166
91.7%
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,288
1.1%
Assets/Debt
Total Assets $7,977,070
Total Liabilities $7,421,926
Net Assets $555,144
Compensation
Key Employees and Officers Compensation Related Other
Catherine Oudjit (Head Of Scho) $0 $9,635 $0
Elizabeth Bonitz (Board Presid) $0 $0 $0
Judy Malloy (Board Vice P) $0 $0 $0
Lee Nestlerode (Board Treasu) $0 $0 $0
Andrew Lerner (Board Secret) $0 $0 $0
Frank Brainard (Director) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Janet Ballinger (Director) $0 $0 $0
Manju Reddy (Director) $0 $0 $0
Jordynn Jack (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$546,673
Expenses
$569,441
Net Income
-$22,768
Net Assets
$548,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,252
11.0%
Program Services $486,421
89.0%
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $12,356
2.2%
Assets/Debt
Total Assets $8,053,407
Total Liabilities $7,505,307
Net Assets $548,100
Compensation
Key Employees and Officers Compensation Related Other
Catherine Oudjit (Head Of Scho) $0 $89,735 $6,516
Frank Brainard (Director) $0 $0 $0
Charleen Cody (President) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Jordynn Jack (Director) $0 $0 $0
Laura Jacobs (Secretary) $0 $0 $0
Judy Malloy (Vice Preside) $0 $0 $0
Tom Petley (Treasurer) $0 $0 $0
Heather Rainville (Director) $0 $0 $0
Manju Reddy (Director) $0 $0 $0
Janet Weed (Director) $0 $0 $0
Elizabeth Wildsmith (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$430,715
Expenses
$463,316
Net Income
-$32,601
Net Assets
$570,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,293
8.2%
Program Services $395,422
91.8%
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,205
1.8%
Assets/Debt
Total Assets $8,214,597
Total Liabilities $7,643,729
Net Assets $570,868
Compensation
Key Employees and Officers Compensation Related Other
Catherine Oudjit (Head Of Scho) $0 $3,705 $680
Frank Brainard (Director) $0 $0 $0
Charleen Cody (President) $0 $0 $0
Tiffany Cooper (Past Preside) $0 $0 $0
Laura Jacobs (Secretary) $0 $0 $0
Judy Malloy (Vice Preside) $0 $0 $0
Tom Petley (Treasurer) $0 $0 $0
Melissa Robinson (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Mark Smith (Director) $0 $0 $0
Danielle Ward (Director) $0 $0 $0
Janet Weed (Director) $0 $0 $0

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Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,693
Expenses
$137,307
Net Income
-$93,614
Net Assets
$541,305
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,487
99.5%
Program Services $0
Investment Income $206
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,052
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $10,007
7.3%
Assets/Debt
Total Assets $6,374,348
Total Liabilities $5,833,043
Net Assets $541,305
Compensation
Key Employees and Officers Compensation Related Other
Danielle Ward (Director) $0 $0 $0
Melissa Robinson (Director) $0 $0 $0
Thomas Petley (Director) $0 $0 $0
Laura Jacobs (Director) $0 $0 $0
Charleen Cody (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Brystana Kaufman (Director) $0 $0 $0
Mark Smith (Treasurer) $0 $0 $0
Tiffany Cooper (President) $0 $0 $0
Susannah Hunter (Secretary) $0 $0 $0
Ayize Sabater (Ex Officio Head Of School To March 2020) $0 $39,372 $1,717
Catherine Oudjit (Ex Officio Head Of School From March 2020) $0 $0 $0

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,812
Expenses
$102,460
Net Income
-$35,648
Net Assets
$634,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,478
90.5%
Program Services $0
Investment Income $1,859
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,475
6.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,957
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $10,035
9.8%
Assets/Debt
Total Assets $989,342
Total Liabilities $354,423
Net Assets $634,919
Compensation
Key Employees and Officers Compensation Related Other
Julius Bazemore (Director) $0 $0 $0
Charleen Cody (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Mark Smith (Treasurer) $0 $0 $0
Tiffany Cooper (Vice President) $0 $0 $0
Brystana Kaufman (President) $0 $0 $0
Susannah Hunter (Secretary) $0 $0 $0
Peter Rubinas (Ex Officio Head Of School) $0 $43,786 $2,092
Ayize Sabater (June 2019 Ex Officio Head Of School) $0 $0 $0

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,891
Expenses
$45,334
Net Income
$140,557
Net Assets
$699,032
Notable Sources of Revenue Percent of Total Revenue
Contributions $178,218
95.9%
Program Services $0
Investment Income $1,165
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,508
3.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,641
12.4%
Professional Fundraising Fees $0
Other Salaries and Wages $9,829
21.7%
Assets/Debt
Total Assets $703,368
Total Liabilities $4,336
Net Assets $699,032
Compensation
Key Employees and Officers Compensation Related Other
Julius Bazemore (Director) $0 $0 $0
Charleen Cody (Director) $0 $0 $0
Melanie Pellowitz (Director) $0 $0 $0
Colleen Selleck (Director) $0 $0 $0
Lizy Wildsmith (Director) $0 $0 $0
Mike Dasher (Director) $0 $0 $0
Leigh Isemonger (Director) $0 $0 $0
Heather Rainville (Director Through July 2017) $0 $0 $0
Mark Smith (Treasurer) $0 $0 $0
Tiffany Cooper (Vice President) $0 $0 $0
Brystana Kaufman (President) $0 $0 $0
Suzannah Hunter (Secretary) $0 $0 $0
Peter Rubinas (Ex Officio Head Of School) $0 $54,616 $2,731

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,960
Expenses
$69,835
Net Income
$95,125
Net Assets
$558,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $155,206
94.1%
Program Services $0
Investment Income $729
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,025
5.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,930
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $9,239
13.2%
Assets/Debt
Total Assets $562,083
Total Liabilities $3,608
Net Assets $558,475
Compensation
Key Employees and Officers Compensation Related Other
Julius Bazemore (Board Member) $0 $0 $0
Charleen Cody (Board Member) $0 $0 $0
Melanie Pellowitz (Board Member) $0 $0 $0
Colleen Selleck (Board Member) $0 $0 $0
Heather Rainville (President) $0 $0 $0
Lizy Wildsmith (Vice President) $0 $0 $0
Brystana Kaufman (Treasurer) $0 $0 $0
Susannah Hunter (Secretary) $0 $0 $0
Peter Rubinas (Ex Officio Head Of School) $0 $48,382 $0

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$548,836
Expenses
$87,434
Net Income
$461,402
Net Assets
$469,836
Notable Sources of Revenue Percent of Total Revenue
Contributions $554,646
> 100%
Program Services $0
Investment Income $219
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$6,029
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,688
5.4%
Professional Fundraising Fees $10,099
11.6%
Other Salaries and Wages $9,735
11.1%
Assets/Debt
Total Assets $488,241
Total Liabilities $18,405
Net Assets $469,836
Compensation
Key Employees and Officers Compensation Related Other
Jacob Bonenberger (Treasurer) $0 $0 $0
Meredith Weiss (Director) $0 $0 $0
Heather Rainville (President) $0 $0 $0
Lizy Wildsmith (Vice President) $0 $0 $0
Julius Bazemore (Director) $0 $0 $0
Ashley Frost (Secretary) $0 $0 $0
Tammy Triglianos (Director) $0 $0 $0
Pete Rubinas (Head Of School) $0 $29,352 $2,232

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,641
Expenses
$87,223
Net Income
$1,418
Net Assets
$8,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $91,933
> 100%
Program Services $0
Investment Income $0
Net Fundraising -$3,292
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,391
Total Liabilities $39,957
Net Assets $8,434
Compensation
Key Employees and Officers Compensation Other
Jacob Bonenberger (Treasurer) $0 $0
Luanne Bannan (Director) $0 $0
Heather Rainville (President) $0 $0
Lizy Wildsmith (Vice President) $0 $0
Julius Bazemore (Director) $0 $0
Ashley Frost (Secretary) $0 $0
Pete Rubinas (Head Of School) $0 $0
Tammy Triglianos (Director) $0 $0
Meredith Weiss (Director) $0 $0

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Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$7,137
Expenses
$121
Net Income
$7,016
Net Assets
$7,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,212
73.0%
Program Services $0
Investment Income $0
Net Fundraising $1,925
27.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,016
Total Liabilities $0
Net Assets $7,016
Compensation
Key Employees and Officers Compensation Other
Kate Ackerman (Secretary) $0 $0
Luanne Bannan (President) $0 $0
Heather Rainville (Treasurer) $0 $0
Lizy Wildsmith (Vice President) $0 $0
Melissa Beck (Director) $0 $0
Meneca Davis (Director) $0 $0
Pete Rubinas (Head Of School) $0 $0
Tammy Triglianos (Director) $0 $0
Meredith Weiss (Director) $0 $0
Angela Riccio (Director) $0 $0
Aaron Wells (Director) $0 $0

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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