Mission
TO PROVIDE A CHILD-CENTERED ENVIRONMENT FOR SELF-DIRECTED AND PERSONALIZED LEARNING IN A SMALL, COMMUNITY-BASED PUBLIC SCHOOL WITH AN EMPHASIS ON THE NATURAL ENVIRONMENT.
Public Charity
SWAN RIVER MONTESSORI CHARTER SCHOOL
Based in MONTICELLO, MN, SWAN RIVER MONTESSORI CHARTER SCHOOL operates as a Public Charity. The organization reported $2.8M in revenue, $2.7M in expenses, $1.4M in total assets for fiscal year 2025.
EIN: 201452996
MONTICELLO, MN
Charter Schools
NTEE: B29
Latest filing: 2025
Total Revenue$2.8M
Total Expenses$2.7M
Total Assets$1.4M
Grant Records0
Filing Years2021–2025
Where $100 goes at Swan River Montessori Charter School
How Swan River Montessori Charter School divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$90
Programs
the work itself
$10
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $90 for programs
$81
Montessori education program for early childhood and elementary grades k-6: Swan River Montessori Charter School is the first and only public montessori school in wright county minnesota
$5
Food service program:Swan River Montessori Charter School offers all students a hot lunch each day
$4
Community services education:provides for an early childhood program and before and after school care for students in need of such services
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TREASURER/TE
Amy Berquist-Savage
SECRETARY/TE
Amy Jensen
SCHOOL DIREC
Annette Vemuri
DIRECTOR/PAR
Claire Belknap
BOARD CHAIR/
Jana Evink
DIRECTOR/TEA
Julie Halvorson
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.8M | $2.7M | $1.4M |
| 2024 | $2.8M | $2.6M | $1.5M |
| 2023 | $2.6M | $2.6M | $1.3M |
| 2022 | $2.4M | $2.4M | $1.4M |
| 2021 | $2.1M | $2.2M | $1.4M |
Between 2021 and 2025, reported annual revenue grew from $2.1M to $2.8M (+29%), with total assets most recently reported at $1.4M.
Interactive year-over-year charts and full filing details available with membership.