Civic Intelligence

Swannanoa Valley Montessori School

EIN 22-3889575 • 501(c)3 • Black Mountain, NC

Profile

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.

101 Carver AvenueBlack Mountain, NC 28711

www.swanmont.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.14x

Higher debt load relative to assets than 74% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.07x

Higher debt load relative to revenue than 69% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Net Margin

52nd percentile

6.9%

Higher net margin than 52% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

80th percentile

$71,368

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

NTEE B • $500k-$1M nonprofits • Source year 2025

Asset Growth

57th percentile

9.1%

Faster asset growth than 57% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

39%

Faster revenue growth than 77% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$351,282

Up $29,382 (+9.1%) from 2024

Liabilities

Down

$50,852

Down $23,519 (-32%) from 2024

Net Assets

Up

$300,430

Up $52,901 (+21%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin52nd percentile

Revenue

Up

$769,659

Up $216,363 (+39%) from 2024

Expenses

Up

$716,758

Up $75,304 (+12%) from 2024

Net Income

Up

$52,901

Up $141,059 (+160%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $155,133Liabilities 2011: $28,543Net Assets 2011: $126,5902011Assets 2012: $176,707Liabilities 2012: $19,244Net Assets 2012: $157,4632012Assets 2013: $172,492Liabilities 2013: $30,331Net Assets 2013: $142,1612013Assets 2014: $112,306Liabilities 2014: $13,101Net Assets 2014: $99,2052014Assets 2015: $114,036Liabilities 2015: $23,784Net Assets 2015: $90,2522015Assets 2016: $91,596Liabilities 2016: $22,059Net Assets 2016: $69,5372016Assets 2017: $106,878Liabilities 2017: $17,766Net Assets 2017: $89,1122017Assets 2018: $109,916Liabilities 2018: $17,120Net Assets 2018: $92,7962018Assets 2019: $78,466Liabilities 2019: $20,449Net Assets 2019: $58,0172019Assets 2020: $179,807Liabilities 2020: $111,894Net Assets 2020: $67,9132020Assets 2021: $225,117Liabilities 2021: $190,327Net Assets 2021: $34,7902021Assets 2022: $378,936Liabilities 2022: $62,710Net Assets 2022: $316,2262022Assets 2023: $403,712Liabilities 2023: $68,025Net Assets 2023: $335,6872023Assets 2024: $321,900Liabilities 2024: $74,371Net Assets 2024: $247,5292024Assets 2025: $351,282Liabilities 2025: $50,852Net Assets 2025: $300,4302025

Highlighted filing

2025

Assets$351,282
Liabilities$50,852
Net Assets$300,430
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $379,277Expenses 2011: $334,454Net Income 2011: $44,8232011Revenue 2012: $399,313Expenses 2012: $354,085Net Income 2012: $45,2282012Expenses 2013: $470,6582013Revenue 2014: $377,835Expenses 2014: $427,757Net Income 2014: -$49,9222014Revenue 2015: $339,168Expenses 2015: $355,121Net Income 2015: -$15,9532015Revenue 2016: $305,049Expenses 2016: $332,918Net Income 2016: -$27,8692016Revenue 2017: $419,127Expenses 2017: $406,120Net Income 2017: $13,0072017Revenue 2018: $471,269Expenses 2018: $475,671Net Income 2018: -$4,4022018Revenue 2019: $561,107Expenses 2019: $595,886Net Income 2019: -$34,7792019Revenue 2020: $473,101Expenses 2020: $463,205Net Income 2020: $9,8962020Revenue 2021: $323,917Expenses 2021: $357,040Net Income 2021: -$33,1232021Revenue 2022: $702,067Expenses 2022: $420,631Net Income 2022: $281,4362022Revenue 2023: $576,054Expenses 2023: $556,593Net Income 2023: $19,4612023Revenue 2024: $553,296Expenses 2024: $641,454Net Income 2024: -$88,1582024Revenue 2025: $769,659Expenses 2025: $716,758Net Income 2025: $52,9012025

Highlighted filing

2025

Revenue$769,659
Expenses$716,758
Net Income$52,901
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$351,282
Liabilities
$50,852
Net assets
$300,430
Revenue
$769,659
Expenses
$716,758
Net income
$52,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.51$3.00$7.70$7.17$0.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.74$2.48$5.53$6.41$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.68$3.36$5.76$5.57$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.63$3.16$7.02$4.21$2.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$1.90$0.35$3.24$3.57$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$1.12$0.68$4.73$4.63$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.20$0.58$5.61$5.96$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.17$0.93$4.71$4.76$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.18$0.89$4.19$4.06$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.22$0.70$3.05$3.33$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.24$0.90$3.39$3.55$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.13$0.99$3.78$4.28$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.30$1.42$4.71
2012Summary only. Only limited summary data is available for this year.$1.77$0.19$1.57$3.99$3.54$0.45
2011Summary only. Only limited summary data is available for this year.$1.55$0.29$1.27$3.79$3.34$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$769,659
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$243,792$272,453▲ $28,661
Land, Buildings, and Equipment, Net$74,303$71,339▼ $2,964
Accounts Receivable$3,805$7,490▲ $3,685
Total Assets$321,900$351,282▲ $29,382
Liabilities
Deferred Revenue$72,471$45,968▼ $26,503
Accounts Payable and Accrued Expenses$1,900$4,884▲ $2,984
Total Liabilities$74,371$50,852▼ $23,519
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$247,529$300,430▲ $52,901
Total Net Assets Fund Balance$247,529$300,430▲ $52,901
Total Liabilities and Net Assets / Fund Balance$321,900$351,282▲ $29,382

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$61,930$32,538$94,468
Equipment$9,409$2,963$12,372
Other Land Buildings-$4,533$4,533
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
Erin Van NoteVice Pres Exec Director$71,368$71,368
Autumn WheelerBoard Member-Teachers Advocate$36,567$36,567

Board Members and Trustees

NameTitle
Matt BrockPresident
Shelly JarradBoard Member
Sarah HappelSecretary
Jessica LyonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$172,691
Program Service Revenue
$593,634
Investment Income
$0
Other Revenue
$3,334
All Other Contributions
$60,458
Change in Net Assets
$52,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$525,522
Other Expenses$191,236
Total Fundraising Expense$26,596
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$352,172$41,086$20,543$413,801
Current Officers, Directors, Trustees, and Key Employees$62,522$7,355$3,678$73,555
Occupancy$50,920$2,574-$53,494
Payroll Taxes$32,441$3,817$1,908$38,166
Fees for Services Other$11,049$17,288-$28,337
Insurance$6,868$1,752$247$8,867
Depreciation Depletion$8,108$427-$8,535
Fees for Services Accounting-$7,464-$7,464
Office Expenses$3,884$931-$4,815
Information Technology$2,042$2,346-$4,388
Other Expenses$332$1,926-$2,258
Advertising$1,032$335$220$1,587
All Other Expenses$1,065$160-$1,225
Total Functional Expenses$602,216$87,946$26,596$716,758
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 is prepared by a a CPA firm and reviewed by the bookkeeper and treasurer for proposed revisions and final approval.”

Conflict of interest policy compliance Part VI line 12C

“Enforced as necessary. Any board member with a conflict of interest on a specific issue informs the board and abstains from voting on the matter.”

Governing documents etc available to public Part VI line 19

“Governing documents are made available to the public upon request.”

Part VII response or note to any other line in Part VII

“Autumn Wheeler is not compensated for her role on the board of directors. She is a paid instructor for Black Mtn Montessori.”

Filing and Contact Details

Filer

Filer Name
Swannanoa Valley Montessori School Inc
EIN
22-3889575
In Care Of
% Erin Van Note
Phone
8286698571
Address
101 Carver Avenue, Black Mountain, NC 28711
Doing Business As
Black Mountain Montessori

Signing Officer

Name
Erin Van Note
Title
Vice PresidentExec Director
Phone
8286698571
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Van Note
Formed
2002
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
5
Employees
18
Volunteers
75

Preparer

Firm
Debra Jensen CPA PLLC
Address
118 Walnut St, Black Mountain, NC 28711
Preparer
Debra Jensen CPA
Phone
8282791365
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Providing education in a safe and nuturing environment for children preschool to 6th grade using the Montessori method of learning. Our vision is to sustain a diverse, mindful and authentic Montessori Educational community. We help children become self-motivated, independent individuals who respect themselves and the world in which we live. We have three Childrens House preschool classrooms increasing our current enrollment capacity to 60 students. Our Elementary program serves up to 14 children from grades 1-6. Approximately 90% of our elementary students receive scholarship assistance from the State of North Carolina through either ESA Grant or the Opportunity Scholarship programs. When possible, we provide financial aid to our Childrens House students when a family needs assistance. Our goal is to be able to participate in the countys child care subsidy program in the next year to help support families with a greater financial need.
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IRS990/Form990PartVIISectionAGrp/PersonNm2Matt Brock
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IRS990/ProgSrvcAccomActy2Grp/Desc0In September of 2024, Hurricane Helene brought catastrophic levels of flooding to the WNC region. BMTMs school building flooded from water runoff from the road and around the building. Once we were able to assess the damage, we learned that 6,000 square feet of flooring would need to removed and replaced. This included 6,000 sq ft of asbestos tile that was underneath the floor in the building. The process was lengthy and required the school to be closed for 8 weeks. The school was able to offer reduced programming out of a local church for 3 weeks once the Town of Black Mountain restored access to water. Volunteers helped us move classrooms, clean up after the storm, empty rooms that required restoration, track down supplies and drinking water, restore the playground after storm damages, move back into the building and clean after restoration was complete. In the aftermath of the storm, we learned that we can count on our parent and local community members to help.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is prepared by a a CPA firm and reviewed by the bookkeeper and treasurer for proposed revisions and final approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Enforced as necessary. Any board member with a conflict of interest on a specific issue informs the board and abstains from voting on the matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Autumn Wheeler is not compensated for her role on the board of directors. She is a paid instructor for Black Mtn Montessori.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VII response or note to any other line in Part VII
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN VAN NOTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice PresidentExec Dir
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swannanoa Valley Montessori School Inc
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ReturnHeader/Filer/InCareOfNm0% Erin Van Note
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Debra Jensen CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 Walnut St
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