Public Charity

Swannanoa Valley Montessori School Inc

Swannanoa Valley Montessori School Inc, of Black Mountain, NC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $770K in revenue, $717K in expenses, $351K in total assets. 2 publicly reported grants to this organization, totaling roughly $139K, appear in IRS filings.

EIN: 223889575 Black Mountain, NC Primary & Elementary Schools NTEE: B24 Latest filing: 2025
Total Revenue$770K
Total Expenses$717K
Total Assets$351K
Grant Records2
Funding Total$139K
Filing Years2020–2025

Mission

With an accomplished team of caring and dedicated Montessori educators, our mission is guiding preschool-6th grade students to academic achievement, forstering a love of learning, building character, and instilling the importance of contributing to the community.

Where $100 goes at Swannanoa Valley Montessori School Inc

How Swannanoa Valley Montessori School Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$83 Programs the work itself
$11 Management running the organization
$6 Fundraising raising the next dollar

Inside the $83 for programs

$42
Providing education in a safe and nuturing environment for children preschool to 6th grade using the Montessori method of learning
50% of program spending · Reported in the filing: 60 students; 14 children
$41
In September of 2024, Hurricane Helene brought catastrophic levels of flooding to the WNC region
About 50% (cost not reported)
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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

Board Member-Teachers Advocate Autumn Wheeler
Vice Pres Exec Director Erin Van Note
Treasurer Jessica Lyons
President Matt Brock
Secretary Sarah Happel
Board Member Shelly Jarrad

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$138,545 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $770K $717K $351K
2024 $553K $641K $322K
2023 $576K $557K $404K
2021 $324K $357K $225K
2020 $473K $463K $180K

Between 2020 and 2025, reported annual revenue grew from $473K to $770K (+63%), with total assets most recently reported at $351K.

Interactive year-over-year charts and full filing details available with membership.

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