Nonprofit · EIN 20-1452996
SWAN RIVER MONTESSORI CHARTER SCHOOL
Tax-exempt · MONTICELLO, MN 55362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,771,585 | $2,678,964 | $92,621 | $1,412,875 | $1,651,158 | -$238,283 |
| June 30, 2024 | 990 | $2,772,370 | $2,567,366 | $205,004 | $1,461,056 | $1,804,323 | -$343,267 |
| June 30, 2023 | 990 | $2,605,243 | $2,619,034 | -$13,791 | $1,325,511 | $2,058,023 | -$732,512 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,609,253
- of which government grants
- $2,597,141
- Program service revenue
- $155,281
- Investment income
- $7,051
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $348,456
- Other salaries and wages
- $955,661
- Salaries, compensation and benefits (total)
- $1,564,780
- Professional fundraising fees
- $0
- Occupancy
- $276,219
- Travel
- $13,071
- Depreciation
- $19,131
- Program services (functional)
- $2,384,191
- Management and general (functional)
- $294,773
Balance sheet and other
- Total assets, start of year
- $1,461,056
- Total assets, end of year
- $1,412,875
- Total liabilities, end of year
- $1,651,158
- Net assets, end of year
- -$238,283
- Land, buildings and equipment
- $37,420
- Gross receipts
- $2,771,585
- Employees
- 41
- Volunteers
- 8
- Year formed
- 2004
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNETTE VEMURI | SCHOOL DIREC Officer | 40 | $70,366 | $27,494 |
| NICOLE PEREZ | DIRECTOR/TEA Trustee or director | 40 | $65,549 | $5,735 |
| AMY JENSEN | SECRETARY/TE Trustee or director, Officer | 40 | $48,996 | $20,757 |
| AMY BERQUIST-SAVAGE | TREASURER/TE Trustee or director, Officer | 40 | $59,276 | $5,187 |
| JULIE HALVORSON | DIRECTOR/TEA Trustee or director | 40 | $53,284 | $8,569 |
| JANA EVINK | BOARD CHAIR/ Trustee or director | 1 | $0 | $0 |
| RICK FREESE | MEMBER/COMM. Trustee or director | 1 | $0 | $0 |
| CLAIRE BELKNAP | DIRECTOR/PAR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNETTE VEMURI | SCHOOL DIREC Officer | 40 | $91,779 | $11,375 |
| AMY JENSEN | SECRETARY/TE Trustee or director, Officer | 40 | $87,903 | $11,738 |
| NICOLE PEREZ | DIRECTOR/TEA Trustee or director | 40 | $67,001 | $5,798 |
| JULIE HALVORSON | DIRECTOR/TEA Trustee or director | 40 | $58,780 | $8,516 |
| AMY BERQUIST-SAVAGE | TREASURER/TE Trustee or director, Officer | 40 | $61,672 | $5,342 |
| JANA EVINK | BOARD CHAIR/ Trustee or director | 1 | $0 | $0 |
| RICK FREESE | MEMBER/COMM. Trustee or director | 1 | $0 | $0 |
| CLAIRE BELKNAP | DIRECTOR/PAR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNETTE VEMURI | SCHOOL DIREC Officer | 40 | $79,583 | $13,154 |
| AMY JENSEN | SECRETARY/TE Trustee or director, Officer | 40 | $65,267 | $12,286 |
| NICOLE PEREZ | DIRECTOR/TEA Trustee or director | 40 | $60,267 | $5,091 |
| JULIE HALVORSON | DIRECTOR/TEA Trustee or director | 40 | $51,332 | $7,895 |
| AMY BERQUIST-SAVAGE | TREASURER/TE Trustee or director, Officer | 40 | $52,396 | $5,280 |
| FRANCO FANUCCI | BOARD CHAIR/ Trustee or director, Officer | 1 | $0 | $0 |
| JANA EVINK | DIRECTOR/PAR Trustee or director | 1 | $0 | $0 |
| RICK FREESE | INTERIM MEMB Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 MAPLE ST, MONTICELLO, MN 55362-8878
- In care of
- % DORRIE KOENIG
- Principal officer (990 for 2024)
- ANNETTE VEMURI, 500 MAPLE STREET, MONTICELLO, MN 55362
- Signed the 990
- ANNETTE VEMURI, SCHOOL DIRECTOR
- Phone
- (763) 271-7926
- Website
- WWW.SWANRIVERMONTESSORI.ORG
- Return prepared by
- ESTERBROOKS CPAS LTD
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.
Program accomplishments
- 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. THE SCHOOL FIRST OPENED FOR THE 2005-06 ACADEMIC YEAR AND PROVIDES AND AUTHENTIC MONTESSORI EDUCATION FOR CHILDREN FROM 33 MONTHS THROUGH GRADE SIX. IN THE 2023-2024 SCHOOL YEAR 156 STUDENTS WERE SERVED. SWAN RIVER'S CHARTER SCHOOL SPONSOR IS NATIONALLY RECOGNIZED OSPREY WILDS ENVIROMENTAL LEARNING CENTER. THE STUDENTS HAVE AN OPPORTUNITY TO VISIT THE AUDUBON CENTER AS PART OF THEIR STUDIES. SWAN RIVER HAS AN AUTHENTIC MONTESSORI ENVIRONMENT. ALL TEACHERS ARE MONTESSORI TRAINED AND HOLD CURRENT MINNESOTA TEACHER LICENSES.Expenses $2,146,782 · revenue $15,112
- FOOD SERVICE PROGRAM:SWAN RIVER MONTESSORI CHARTER SCHOOL OFFERS ALL STUDENTS A HOT LUNCH EACH DAY. THE SCHOOL PARTICIPATES IN THE NATIONAL LUNCH PROGRAM.Expenses $133,644 · revenue $764
- COMMUNITY SERVICES EDUCATION:PROVIDES FOR AN EARLY CHILDHOOD PROGRAM AND BEFORE AND AFTER SCHOOL CARE FOR STUDENTS IN NEED OF SUCH SERVICES.Expenses $103,765 · revenue $139,405
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1452996
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $1,412,875
- Income (IRS master file)
- $2,771,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,771,585 | $2,678,964 | $1,412,875 | IRS |
| 990 | June 2024 | $2,772,370 | $2,567,366 | $1,461,056 | IRS |
| 990 | June 2023 | $2,605,243 | $2,619,034 | $1,325,511 | XML |
| 990 | June 2022 | $2,392,890 | $2,446,323 | $1,350,890 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1452996).
Questions about SWAN RIVER MONTESSORI CHARTER SCHOOL
- What is the EIN of SWAN RIVER MONTESSORI CHARTER SCHOOL?
- The employer identification number (EIN) of SWAN RIVER MONTESSORI CHARTER SCHOOL is 20-1452996.
- Is SWAN RIVER MONTESSORI CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SWAN RIVER MONTESSORI CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWAN RIVER MONTESSORI CHARTER SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWAN RIVER MONTESSORI CHARTER SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWAN RIVER MONTESSORI CHARTER SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SWAN RIVER MONTESSORI CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names ANNETTE VEMURI.
- Who are the officers and directors of SWAN RIVER MONTESSORI CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 8 people; 5 received compensation from the organization, the highest $70,366 (ANNETTE VEMURI, SCHOOL DIREC).
- How much revenue does SWAN RIVER MONTESSORI CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,771,585, expenses of $2,678,964 and total assets of $1,412,875 at year end.
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- EASTVIEW EDUCATION CENTER PARENT TEACHER ORGANIZATION EIN 82-1919216 · last filed 990-N for 2024
- MONTICELLO MIDDLE SCHOOL PARENT INVOLVMENT EIN 51-0649382 · last filed 990-N for 2024
- FAMILIES EMBRACING ELEMENTS OF TEACHING INC EIN 87-4569794 · last filed 990-N for 2025
- SWAN RIVER PTO EIN 86-1148067 · last filed 990-N for 2024