Skip to content

North Carolina · Nonprofit

WILLOW OAK MONTESSORI FOUNDATION INC

WILLOW OAK MONTESSORI FOUNDATION INC (North Carolina) receives grants from 7 organizations whose IRS filings report $188,526 to it, the largest being AMADOR FOUNDATION INC ($87,900). 6 of them have funded it in more than one year.

Revenue FY2025
$653k
Funders on record
7
Grants received
$189k
Net assets
$704k
6/7 repeat funderspeak grant-dependency 71%
01What it does

What Willow Oak Montessori Foundation Inc does

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.

As stated on its FY2025 Form 990.

Program

  1. The purpose of the foundation is to provide financial support to and operate facilities for willow oak montessori children's house and charter school. The foundation's primary source of revenue is rental income from the schools.

    $522,705 spent$582,501 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $522,705.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($165k) Expenses 100 ($70k) Net assets 100 ($558k)2018 Revenue 113 ($186k) Expenses 65 ($45k) Net assets 125 ($699k)2019 Revenue 41 ($67k) Expenses 147 ($102k) Net assets 114 ($635k)2020 Revenue 26 ($44k) Expenses 197 ($137k) Net assets 97 ($541k)2021 Revenue 261 ($431k) Expenses 663 ($463k) Net assets 102 ($571k)2022 Revenue 331 ($547k) Expenses 815 ($569k) Net assets 98 ($548k)2023 Revenue 366 ($603k) Expenses 909 ($635k) Net assets 99 ($555k)2024 Revenue 452 ($746k) Expenses 850 ($594k) Net assets 127 ($708k)2025 Revenue 396 ($653k) Expenses 940 ($657k) Net assets 126 ($704k)
'17'18'19'20'21'22'23'24'25
Revenue (396)Expenses (940)Net assets (126)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $989k to $6.4M (+544%).

$562k
$703k
$989k
$6.4M
$8.2M
$8.1M
$8.0M
$7.9M
$7.8M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

9% of WILLOW OAK MONTESSORI FOUNDATION INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (57% for the typical peer).

This organization
Typical peer · 24,946 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

$95k
’17
$141k
’18
−$36k
’19
−$94k
’20
−$33k
’21
−$23k
’22
−$32k
’23
$152k
’24
−$3k
’25
6.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed9131013121210119
Joined·+4+1+5+3+5+4+6+4
No longer listed·04245656
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 2 funders, grant income rose $26k → $50k.

3 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 50% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of WILLOW OAK MONTESSORI FOUNDATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

WILLOW OAK MONTESSORI FOUNDATION INC leans on a few funders — its largest provides 47% of grant income and the top three 96%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

50% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund WILLOW OAK MONTESSORI FOUNDATION INC.

47%
largest funder
96%
top three
~3
effective funders

Largest funder’s share by year: 2017 81% · 2018 100% · 2019 57% · 2020 69% · 2021 61% · 2022 79% · 2023 100% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

99% of WILLOW OAK MONTESSORI FOUNDATION INC's grant income comes from North Carolina funders.

IL
NC

In-state vs out-of-state, by year

’17
’19
’20
’21
’22
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $94k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

WILLOW OAK MONTESSORI FOUNDATION INC is better cushioned than half of the 16,849 education nonprofits its size.

Operating margin−1% · below the median
Months of reserve6.9mo · above the median
Revenue growth (annualized)19% · above the median

this organization peer median middle 50% of peers· 16,849 education nonprofits $100k–$1M, FY2025

Organizations like WILLOW OAK MONTESSORI FOUNDATION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

80% of spending goes to programs.

Program 80%Management 19%Fundraising 2%

Governance

8
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

NC

Part of a family of 2 related entities

  • Willow Oak Mont Children's House · exempt
  • Willow Oak Mont Charter School · exempt

Screen this organization

A dated, signed PDF of the compliance screen for WILLOW OAK MONTESSORI FOUNDATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds WILLOW OAK MONTESSORI FOUNDATION INC?
WILLOW OAK MONTESSORI FOUNDATION INC (North Carolina) receives grants from 7 organizations whose IRS filings report $188,526 to it, the largest being AMADOR FOUNDATION INC ($87,900). 6 of them have funded it in more than one year.
How many funders does WILLOW OAK MONTESSORI FOUNDATION INC have?
IRS filings report 7 organizations giving $188,526 in grants to WILLOW OAK MONTESSORI FOUNDATION INC, 6 of which have funded it in more than one year.
Who is the largest funder of WILLOW OAK MONTESSORI FOUNDATION INC?
AMADOR FOUNDATION INC is the largest funder on record, with $87,900 in grants. The full list of funders is on this page.
How can an organization like WILLOW OAK MONTESSORI FOUNDATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing