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US nonprofit · EIN 463086549 · Pittsboro, NCiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 463086549) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SO), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Willow Oak Montessori Foundation Inc

Donations deductible
Revenue
$653k
year to 30 June 2025
Expenses
$657k
year to 30 June 2025
Total assets
$7.8m
$7.1m liabilities
Net assets
$704k
assets less liabilities
Directors and trustees
9
4.6 years on average
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
7
named in Part VII
How am I connected?

Willow Oak Montessori Foundation Inc's network

9 people3 organisationsi9 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (13) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Andrew LernerBoard Secret2023
3 yrs
Elizabeth BonitzBoard Presid2023
3 yrs
Frank BrainardDirector2021
5 yrs
Janet BallingerDirector2023
3 yrs
Jordynn JackDirector2022
4 yrs
Judy MalloyBoard Vice P2021
5 yrs
Lee NestlerodeBoard Treasu2023
3 yrs
Manju ReddyDirector2022
4 yrs
Mike DasherDirector2018
8 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

7 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Ayize SabaterJune 2019 Ex Officio - Head of Schoolsince 2019
Brystana KaufmanPresident2018
Catherine OudjitHead of Schosince 2020
Mark SmithTreasurer2018
Peter RubinasEx Officio - Head of Schoolsince 2018
Suzannah HunterCompany secretary2018
Tiffany CooperVice President2018

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Susan JohnstoneHead of Scho2$0$86k
Andrew LernerTrustee1$0
Jennie BoysenTrustee1$0
Lindsay DentelBoard Presid1$0
Sarah Plummer TaylorTrustee1$0
Katie PatsakhamBoard Treasu1$0
Stephanie BaileyBoard Secret1$0
Brian KarasekTrustee1$0
Ginny Taylor TroutmanBoard Vice P1$0

About

Legal name
Willow Oak Montessori Foundation Inc
EIN
463086549
Address
1476 Andrews Store Rd, Pittsboro, NC, 27312-5814
State
North Carolina
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 filed on the Form 990)
Activity (NTEE)
B11 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
7 (IRS master file code)
Formed
2013
Principal officer
Lindsay Dentel (as named on the Form 990)
IRS ruling date
1 September 2025
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2023
IRS Publication 78
SO (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedEARLY CHILWillow Oak Mont Children's HouseRelatedPRIMARY EDWillow Oak Mont Charter School

Longest observed on the filings

≥8years on the filingsMike Dasher
≥5years on the filingsFrank Brainard
≥5years on the filingsJudy Malloy
≥4years on the filingsJordynn Jack

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$7.8m
Total liabilities
$7.1m
Net assets or fund balances
$704k
Contributions and grants received
$57k
Program service revenue
$583k
Employees
0