Public Charity

WILLOW OAK MONTESSORI FOUNDATION INC

Based in PITTSBORO, NC, WILLOW OAK MONTESSORI FOUNDATION INC operates as a Public Charity. The organization reported $653K in revenue, $657K in expenses, $7.8M in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $93K.

EIN: 463086549 PITTSBORO, NC Single Organization Support NTEE: B11 Latest filing: 2025
Total Revenue$653K
Total Expenses$657K
Total Assets$7.8M
Grant Records8
Funding Total$93K
Filing Years2021–2025

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.

Where $100 goes at Willow Oak Montessori Foundation Inc

How Willow Oak Montessori Foundation Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$77 Programs the work itself
$21 Management running the organization
$2 Fundraising raising the next dollar

Inside the $77 for programs

$77
The purpose of the foundation is to provide financial support to and operate facilities for willow oak montessori children's house and charter school
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

TRUSTEE Andrew Lerner
TRUSTEE Brian Karasek
BOARD VICE P Ginny Taylor Troutman
TRUSTEE Jennie Boysen
BOARD TREASU Katie Patsakham
BOARD PRESID Lindsay Dentel

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$93,429 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $653K $657K $7.8M
2024 $746K $594K $7.9M
2023 $603K $635K $8.0M
2022 $547K $569K $8.1M
2021 $431K $463K $8.2M

Between 2021 and 2025, reported annual revenue grew from $431K to $653K (+52%), with total assets most recently reported at $7.8M.

Interactive year-over-year charts and full filing details available with membership.

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