PITTSBORO, NC
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)WILLOW OAK MONTESSORI FOUNDATION INC, founded in 2013, is a small nonprofit in the Education sector that reported $603K in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion.
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.
FINANCIAL SUPPORT FOR WILLOW OAK MONTESSORI CHARTER SCHOOL. THE FOUNDATION CONTINUES TO DEVELOP THE POLICIES, PROCEDURES, AND SYSTEMS NECESSARY TO RAISE SUFFICIENT FUNDS TO SUPPORT WILLOW OAK...
FINANCIAL SUPPORT FOR WILLOW OAK MONTESSORI CHARTER SCHOOL. THE FOUNDATION CONTINUES TO DEVELOP THE POLICIES, PROCEDURES, AND SYSTEMS NECESSARY TO RAISE SUFFICIENT FUNDS TO SUPPORT WILLOW OAK MONTESSORI CHARTER SCHOOL, INC.
FINANCIAL SUPPORT FOR WILLOW OAK MONTESSORI CHILDREN'S HOUSE. THE FOUNDATION CONTINUES TO DEVELOP THE POLICIES, PROCEDURES, AND SYSTEMS NECESSARY TO RAISE SUFFICIENT FUNDS TO SUPPORT WILLOW OAK...
FINANCIAL SUPPORT FOR WILLOW OAK MONTESSORI CHILDREN'S HOUSE. THE FOUNDATION CONTINUES TO DEVELOP THE POLICIES, PROCEDURES, AND SYSTEMS NECESSARY TO RAISE SUFFICIENT FUNDS TO SUPPORT WILLOW OAK MONTESSORI CHILDREN'S HOUSE, INC.
THE FOUNDATION BOARD OF DIRECTORS HAVE TURNED THE OPERATIONS OF THE FACILITY OVER TO THE OPERATIONS STAFF AND HAS SET THRESHOLDS THAT WHEN MET, TRIGGER APPROVALS FROM THE FINANCE COMMITTEE OR THE...
THE FOUNDATION BOARD OF DIRECTORS HAVE TURNED THE OPERATIONS OF THE FACILITY OVER TO THE OPERATIONS STAFF AND HAS SET THRESHOLDS THAT WHEN MET, TRIGGER APPROVALS FROM THE FINANCE COMMITTEE OR THE BOARD OF DIRECTORS. THE FACILITY'S DAY TO DAY OPERATIONS ARE NO LONGER THE RESPONSIBILITY OF THE FOUNDATION, BUT TO THE STAFF HIRED TO RUN THE OPERATIONS. THEY INCLUDE THE HEAD OF SCHOOL, THE FACILITIES AND BUSINESS MANAGER, AND THE REST OF THE LEADERSHIP TEAM THAT ASSISTS THE HEAD OF SCHOOL. THE HEAD OF SCHOOL ULTIMATELY IS RESPONSIBLE FOR MAINTAINING THE OPERATIONS ARE IN LINE WITH THE FOUNDATION'S MISSION STATEMENT AND VALUES. THE REVENUE FOR THE FOUNDATION COMES FROM DONATIONS AND FROM RENT CHARGED TO THE WILLOW OAK MONTESSORI CHARTER SCHOOL AND THE WILLOW OAK MONTESSORI CHILDREN'S HOUSE FOR THE USE OF THE FACILITY. THE RENT AND DONATIONS BASICALLY COVER THE OPERATIONAL EXPENSES OF THE FOUNDATION.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $603,139 | $546,673 | +0.1% |
| Expenses | $634,824 | $569,441 | +0.1% |
| Net Income | $-31,685 | $-22,768 | +0.4% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| CATHERINE OUDJIT | HEAD OF SCHO | 2.00 |
Officer
|
$0 | $0 | $9,635 |
| ELIZABETH BONITZ | BOARD PRESID | 1.00 |
Director
|
$0 | $0 | $0 |
| JUDY MALLOY | BOARD VICE P | 1.00 |
Director
|
$0 | $0 | $0 |
| LEE NESTLERODE | BOARD TREASU | 1.00 |
Director
|
$0 | $0 | $0 |
| ANDREW LERNER | BOARD SECRET | 1.00 |
Director
|
$0 | $0 | $0 |
| FRANK BRAINARD | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MIKE DASHER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JANET BALLINGER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MANJU REDDY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JORDYNN JACK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | No data | No data | No data | No data |
| 2023 | $603,139 | $634,824 | $7,977,070 | $-31,685 |
| 2022 | $546,673 | $569,441 | $8,053,407 | $-22,768 |
| 2021 | $430,715 | $463,316 | $8,214,597 | $-32,601 |
| 2020 | $43,693 | $137,307 | $6,374,348 | $-93,614 |
| 2019 | $66,812 | $102,460 | $989,342 | $-35,648 |
| 2018 | $185,891 | $45,334 | $703,368 | $140,557 |
Compare WILLOW OAK MONTESSORI FOUNDATION INC with other nonprofits in North Carolina and across the country.