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WILLOW OAK MONTESSORI CHARTER SCHOOL INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILLOW OAK MONTESSORI CHARTER SCHOOL INC (EIN 45-4823663)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-01-17
IRS object ID
202020179349300512
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-01-17T09:08:11-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202102404PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETWAY MILLS & PEARSON PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1036AddressLine1Txt
CityZEBULONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP275971036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454823663EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLOW OAK MONTESSORI CHARTERBusinessNameLine1Txt
Business Name Line2SCHOOL INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone9192407787PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150101 GOVERNORS DRIVE STE 170AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR AYIZE SABATERPersonNm
Person TitleHEAD OF SCHOOLPersonTitleTxt
Phone9192407787PhoneNum
Signature2020-01-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A RIDOUTTPreparerPersonNm
PTINP00394550PTIN
Phone9192697405PhoneNum
Preparation2020-01-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-01-17IPDt
IP Tm09:08:11IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id105765E572DEB4DC3E7ACB4146B0BE8786E2D991AtSubmissionCreationDeviceId
At Submission Filing Device IdA5F0722B2E1EE60B7359FC3108F559BC9498E2AFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRYSTANA KAUFMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150101 GOVERNORS DR STE 170AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,260,178GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILLOWOAKMONTESSORI.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionOPERATION OF A PUBLIC CHARTER SCHOOL PROVIDING SERVICES TO ROUGHLY 214 STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee55TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$103,807PYContributionsGrantsAmt
CY Contributions Grants$76,374CYContributionsGrantsAmt
PY Program Service Revenue$1,883,445PYProgramServiceRevenueAmt
CY Program Service Revenue$2,174,609CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$17,191PYOtherRevenueAmt
CY Other Revenue$9,195CYOtherRevenueAmt
PY Total Revenue$2,004,443PYTotalRevenueAmt
CY Total Revenue$2,260,178CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,402,997PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,577,086CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$550,684PYOtherExpensesAmt
CY Other Expenses$578,731CYOtherExpensesAmt
PY Total Expenses$1,953,681PYTotalExpensesAmt
CY Total Expenses$2,155,817CYTotalExpensesAmt
PY Revenues Less Expenses$50,762PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$104,361CYRevenuesLessExpensesAmt
Total Assets BOY$483,785TotalAssetsBOYAmt
Total Assets EOY$592,946TotalAssetsEOYAmt
Total Liabilities BOY$12,239TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,039TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$471,546NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$575,907NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOPERATION OF A PUBLIC CHARTER SCHOOL TO ASSIST CHILDREN IN ACHIEVING THEIR UNIQUE POTENTIAL AS RESPONSIBLE GLOBAL CITIZENS BY NURTURING SELF- CONFIDENCE AND INDEPENDENT DECISION MAKING IN A STIMULATING, CREATIVE, AND DIVERSE MONTESSORI COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,787,208ExpenseAmt
Revenue$2,174,609RevenueAmt
DescOUR SCHOOL'S MISSION IS AT THE FOREFRONT OF ALL SERVICES WE PROVIDE. THE MONTESSORI PHILOSOPHY, CURRICULUM, AND MATERIALS ARE USED IN ALL PROGRAMMING TO EDUCATE AND ENRICH OUR STUDENTS. SERVED APPROXIMATELY 219 STUDENTS DURING THE FISCAL YEAR ENDED 6/30/19.Desc
Total Program Service Expenses$1,787,208TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee55EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMELISSA FREYPersonNm
Phone9192407787PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150101 GOVERNORS DRIVE SUITE 170AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRYSTANA KAUFMAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
TIFFANY COOPER
VICE PRESIDE1.00Yes (X)Yes (X)$0$0$0
MARK SMITH
TREASURER1.00Yes (X)Yes (X)$0$0$0
SUSANNAH HUNTER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JULIUS BAZEMORE
DIRECTOR0.75Yes (X)$0$0$0
CHARLEEN CODY
DIRECTOR0.75Yes (X)$0$0$0
COLLEEN SELLECK
DIRECTOR0.75Yes (X)$0$0$0
MIKE DASHER
DIRECTOR0.75Yes (X)$0$0$0
PETE RUBINAS
PRIOR HEAD O40.00Yes (X)$41,835$0$0
DR AYIZE SABATER
HEAD OF SCHO40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$41,835TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$32,614GovernmentGrantsAmt
All Other Contributions$43,760AllOtherContributionsAmt
Total Contributions$76,374TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATE FUNDS$1,352,563$1,352,563
COUNTY FUNDS$719,932$719,932
BEFORE & AFTER SCHOOL CARE$79,173$79,173
SCHOOL ACTIVITIES & PROGRAMS$22,941$22,941
FieldValueIRS element (for citing)
Total Program Service Revenue$2,174,609TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
SALES TAX REFUND$3,997$3,997
MISCELLANEOUS INCOME$3,574$3,574
RENTAL REVENUE$1,624$1,624
FieldValueIRS element (for citing)
Other Revenue Total$9,195OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,260,178TotalRevenueColumnAmt
Related Or Exempt Func Income$2,174,609RelatedOrExemptFuncIncomeAmt
Exclusion$9,195ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$59,644TotalAmt
Program Services$47,715ProgramServicesAmt
Management And General$11,929ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,208,672TotalAmt
Program Services$1,068,403ProgramServicesAmt
Management And General$140,269ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$62,017TotalAmt
Program Services$54,575ProgramServicesAmt
Management And General$7,442ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$150,327TotalAmt
Program Services$132,288ProgramServicesAmt
Management And General$18,039ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$96,426TotalAmt
Program Services$84,855ProgramServicesAmt
Management And General$11,571ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,788TotalAmt
Management And General$3,788ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,300TotalAmt
Management And General$8,300ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$88,055TotalAmt
Program Services$32,144ProgramServicesAmt
Management And General$55,911ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$260TotalAmt
Management And General$260ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,905TotalAmt
Program Services$9,778ProgramServicesAmt
Management And General$10,127ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,685TotalAmt
Program Services$16,685ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$329,735TotalAmt
Program Services$246,648ProgramServicesAmt
Management And General$83,087ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,188TotalAmt
Program Services$32,188ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,569TotalAmt
Program Services$4,177ProgramServicesAmt
Management And General$1,392ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,660TotalAmt
Management And General$9,660ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$23,554$23,554
FIELD TRIPS$19,039$19,039
NONCAPITALIZED EQUIP$7,141$4,348$2,793
MEMERSHIP/DUES$4,753$4,753

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,099TotalAmt
Program Services$6,058ProgramServicesAmt
Management And General$4,041ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,155,817TotalAmt
Program Services$1,787,208ProgramServicesAmt
Management And General$368,609ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$369,662BOYAmt
EOY$188,474EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,174BOYAmt
EOY$87,395EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$250,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$28,184BOYAmt
EOY$28,797EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$53,655LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,463LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$22,677BOYAmt
EOY$26,192EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,088BOYAmt
EOY$12,088EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$483,785BOYAmt
EOY$592,946EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,239BOYAmt
EOY$17,039EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,239BOYAmt
EOY$17,039EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$471,546BOYAmt
EOY$575,907EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$471,546BOYAmt
EOY$575,907EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$483,785BOYAmt
EOY$592,946EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$104,361ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,643OtherCostOrOtherBasisAmt
Depreciation$3,158DepreciationAmt
Book Value$6,485BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,012OtherCostOrOtherBasisAmt
Depreciation$24,305DepreciationAmt
Book Value$19,707BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$26,192TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,260,178TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$2,260,178RevenueSubtotalAmt
Total Revenue Per Form990$2,260,178TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,155,817TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,155,817ExpensesSubtotalAmt
Total Expenses Per Form990$2,155,817TotalExpensesPerForm990Amt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3WILLOW OAK MONTESSORI OPERATES AS A PUBLIC CHARTER SCHOOL AND IS FUNDED BY THE STATE OF NORTH CAROLINA AND LOCAL GOVERNMENT. NORTH CAROLINA REQUIRES A POLICY OF NONDISCRIMINATION. THE SCHOOL'S NONDISCRIMINATION POLICY IS DISCLOSED IN ALL SOLICITATIONS FOR STUDENTS.
SCHEDULE E, LINE 66A) NORTH CAROLINA CHARTER SCHOOL, FUNDED BY STATE & LOCAL GOVERNMENT. ALSO RECEIVES VARIOUS FEDERAL GRANTS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MELISSA FREY
FORMER DIRECTOR$39,424BUSINESS MANAGERfalse
MELISSA BECK
FORMER DIRECTOR$38,454EXCPT CHILDREN COORDfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONOPERATION OF A PUBLIC CHARTER SCHOOL TO ASSIST CHILDREN IN ACHIEVING THEIR UNIQUE POTENTIAL AS RESPONSIBLE GLOBAL CITIZENS BY NURTURING SELF- CONFIDENCE AND INDEPENDENT DECISION MAKING IN A STIMULATING, CREATIVE, AND DIVERSE MONTESSORI COMMUNITY.
FORM 990, PAGE 6, PART VI, LINE 3ACADIA NORTHSTAR ACCOUNTING & BUSINESS MANAGEMENT
FORM 990, PAGE 6, PART VI, LINE 11BTHE HEAD OF SCHOOL AND FINANCE COMMITTEE MEMBERS REVIEW THE 990 TAX RETURN PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD PRESIDENT AND REVIEWED AND SIGNED AT THE BEGINNING OF EACH FISCAL YEAR BY ALL BOARD MEMBERS AND KEY EMPLOYEES. IT IS EACH SIGNATOR'S OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN.
FORM 990, PAGE 6, PART VI, LINE 15ATHE PROCESS FOR DETERMINING COMPENSATION FOR THE HEADMASTER INCLUDED REVIEW AND APPROVAL BY THE FINANCE COMMITTEE, INCLUDING A REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
FORM 990, PAGE 6, PART VI, LINE 15BNO OFFICERS, OTHER THAN THE HEADMASTER, ARE COMPENSATED. SALARIES FOR KEY EMPLOYEES ARE BASED ON COMPARABILITY DATA.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
WILLOW OAK MONTESSORI FOUNDATION
50101 GOVERNORS DR STE 170CHAPEL HILLNC27517463086549SUPPORTNC501C312AN/Afalse
WLLOW OAK MONTESSORI CHILDREN'S HS
50101 GOVERNORS DR STE 170CHAPEL HILLNC27517561986129EDUCATIONNC501C32N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WILLOW OAK MONTESSORI FOUNDATION
C$43,760CASH VALUE
WILLOW OAK MONTESSORI FOUNDATION
D$250,000CASH VALUE

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