Willow Oak Montessori Foundation Inc

Analysis

Willow Oak Montessori Foundation Inc is a registered charity in United States, based in Pittsboro, NC. It received its IRS tax-exemption ruling in September 2025. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a supporting organisation (type iii functionally integrated) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Willow Oak Montessori Foundation Inc reported income of $603k and spending of $635k, spending 105% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income grew from $67k to $603k (+803%), an average of +73% a year. The sharpest change came in the year to June 2021, when income rose by 886%. Over the whole period it spent 113% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Willow Oak Montessori Foundation Inc sits at the 70th percentile: it is larger than about 70% of them. Against every charity in United States with reported income it ranks in the 73rd percentile, and in the 73rd percentile within NC. Charities of a similar size with the same main cause include Kenley School ($603k), North Shore Montessori School Inc ($603k) and Delaware Association for Adult Community Education Daace ($603k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 8.3% and program service revenue 92% of the total. Other salaries and wages came to $7,288. At year end it held assets of $8.0m against liabilities of $7.4m, net assets of $555k.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.