Nonprofit · EIN 22-3889575
SWANNANOA VALLEY MONTESSORI SCHOOL
Tax-exempt · BLACK MTN, NC 28711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $769,659 | $716,758 | $52,901 | $351,282 | $50,852 | $300,430 |
| June 30, 2024 | 990 | $553,296 | $641,454 | -$88,158 | $321,900 | $74,371 | $247,529 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $172,691
- of which government grants
- $112,233
- Program service revenue
- $593,634
- Investment income
- $0
- Other revenue
- $3,334
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $73,555
- Other salaries and wages
- $413,801
- Salaries, compensation and benefits (total)
- $525,522
- Professional fundraising fees
- $0
- Accounting fees
- $7,464
- Occupancy
- $53,494
- Depreciation
- $8,535
- Program services (functional)
- $602,216
- Management and general (functional)
- $87,946
- Fundraising (functional)
- $26,596
Balance sheet and other
- Total assets, start of year
- $321,900
- Total assets, end of year
- $351,282
- Total liabilities, end of year
- $50,852
- Net assets, end of year
- $300,430
- Land, buildings and equipment
- $71,339
- Net assets without donor restrictions
- $300,430
- Gross receipts
- $769,659
- Employees
- 18
- Volunteers
- 75
- Year formed
- 2002
- State of legal domicile
- NC
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 |
|---|---|---|---|
| Erin Van Note | Vice Pres Exec Director Trustee or director, Officer | 0 | $71,368 |
| Autumn Wheeler | Board Member-Teachers Advocate Trustee or director | 0 | $36,567 |
| Matt Brock | President Trustee or director, Officer | 0 | $0 |
| Jessica Lyons | Treasurer Trustee or director, Officer | 0 | $0 |
| Sarah Happel | Secretary Trustee or director, Officer | 0 | $0 |
| Shelly Jarrad | Board Member Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin Van Note | Vice President Executive Di Trustee or director, Officer | 0 | $68,692 |
| Sarah Happel | Board Member Trustee or director | 0 | $0 |
| John Apel | Board Member Trustee or director | 0 | $0 |
| Shelly Jarrad | Board Member Trustee or director | 0 | $0 |
| Autumn Wheeler | Board Member Trustee or director | 0 | $0 |
| Tyler Gagnon | Board Member Trustee or director | 0 | $0 |
| Bertica Spencer | Board Member Trustee or director | 0 | $0 |
| Matt Brock | President Trustee or director, Officer | 0 | $0 |
| Jessica Lyons | Treasurer Trustee or director, Officer | 0 | $0 |
| Tara Granke | Secretary Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 CARVER AVE, BLACK MTN, NC 28711-2711
- In care of
- % ERIN VAN NOTE
- Principal officer (990 for 2024)
- Erin Van Note, 101 Carver Avenue, Black Mountain, NC 28711
- Signed the 990
- ERIN VAN NOTE, Vice PresidentExec Dir
- Phone
- (828) 669-8571
- Website
- bmtmont.org
- Return prepared by
- Debra Jensen CPA PLLC
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.
Program accomplishments
- Providing 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.Expenses $602,216 · revenue $172,691
- In 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.
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
- 22-3889575
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $351,282
- Income (IRS master file)
- $769,659
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $769,659 | $716,758 | $351,282 | XML |
| 990 | June 2024 | $553,296 | $641,454 | $321,900 | XML |
| 990 | June 2023 | $576,054 | $556,593 | $403,712 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 22-3889575).
Questions about SWANNANOA VALLEY MONTESSORI SCHOOL
- What is the EIN of SWANNANOA VALLEY MONTESSORI SCHOOL?
- The employer identification number (EIN) of SWANNANOA VALLEY MONTESSORI SCHOOL is 22-3889575.
- Is SWANNANOA VALLEY MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SWANNANOA VALLEY MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWANNANOA VALLEY MONTESSORI 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 SWANNANOA VALLEY MONTESSORI 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 SWANNANOA VALLEY MONTESSORI 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 SWANNANOA VALLEY MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names Erin Van Note.
- Who are the officers and directors of SWANNANOA VALLEY MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $71,368 (Erin Van Note, Vice Pres Exec Director).
- How much revenue does SWANNANOA VALLEY MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $769,659, expenses of $716,758 and total assets of $351,282 at year end.
Other nonprofits in BLACK MTN
- CHARLES D OWEN HIGH SCHOOL ATHLETIC BOOSTER CLUB INC EIN 56-1478782 · last filed 990-EZ for 2024
- BLACK MOUNTAIN SCHOOLS PTO EIN 81-2633034 · last filed 990-EZ for 2025
- GAVIN DILLARD POETRY LIBRARY AND ARCHIVE INC EIN 81-3145065 · last filed 990 for 2025
- SCHOOL OF THE ALTERNATIVE EIN 81-1578435 · last filed 990-N for 2025
- BMH LEGACY FOUNDATION EIN 33-2773641 · last filed 990-EZ for 2025
- HAND IN HAND OF THE SWANNANOA VALLEY EIN 26-3210035 · last filed 990-N for 2024
- SWANNANOA VALLEY DOCTOR MARTIN LUTHER KING JR MEMORIAL CORP EIN 56-1937895 · last filed 990-N for 2025
- BLACK MOUNTAIN HOME FOR CHILDREN YOUTH & FAMILIES INC EIN 56-0538018 · last filed 990 for 2025