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Swan River Montessori Charter School

  • Monticello, MN
  • Tax-exempt since Feb. 2005
  • EIN: 20-1452996

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (B29) (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$2.61M (2023)

Expenses
$2.62M (2023)

Total Assets
$1.33M (2023)

Total Liabilities
$2.06M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,605,243
Expenses
$2,619,034
Net Income
-$13,791
Net Assets
-$732,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,416,140
92.7%
Program Services $185,306
7.1%
Investment Income $3,797
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $319,895
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,043,843
39.9%
Assets/Debt
Total Assets $1,325,511
Total Liabilities $2,058,023
Net Assets -$732,512
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Annette Vemuri (School Direc) $79,583 $0 $13,154
Amy Jensen (Secretary/Te) $65,267 $0 $12,286
Nicole Perez (Director/Tea) $60,267 $0 $5,091
Amy Berquist Savage (Treasurer/Te) $52,396 $0 $5,280
Julie Halvorson (Director/Tea) $51,332 $0 $7,895
Franco Fanucci (Board Chair/) $0 $0 $0
Jana Evink (Director/Par) $0 $0 $0
Rick Freese (Interim Memb) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 20, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,392,890
Expenses
$2,446,323
Net Income
-$53,433
Net Assets
-$980,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,258,663
94.4%
Program Services $133,716
5.6%
Investment Income $511
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $270,681
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,008,483
41.2%
Assets/Debt
Total Assets $1,350,890
Total Liabilities $2,331,517
Net Assets -$980,627
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Amy Jensen (Secretary/Teacher) $70,628 $0 $5,347
Nicole Perez (Director/Teacher) $58,492 $0 $4,270
Amy Bergquist Savage (Treasurer/Teacher) $50,059 $0 $4,158
Annette Vemuri (Executive Director /Ex Officio) $29,626 $0 $4,553
Franco Fanucci (Board Chair/Parent) $0 $0 $0
Julie Halvorson (Director) $0 $0 $0
Aaron Stonestreet (Director) $0 $0 $0
Rick Freese (Interim Member) $0 $0 $0
+ View more people

Document Links

990
Filed on April 25, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,142,140
Expenses
$2,234,768
Net Income
-$92,628
Net Assets
-$1,036,560
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,112,096
98.6%
Program Services $29,149
1.4%
Investment Income $895
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $250,723
11.2%
Professional Fundraising Fees $0
Other Salaries and Wages $889,070
39.8%
Assets/Debt
Total Assets $1,400,076
Total Liabilities $2,436,636
Net Assets -$1,036,560
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Amy Jensen (Ex Officio/Interim School Director) $62,133 $0 $4,630
Julie Halvorson (Director/Teacher) $54,468 $0 $4,085
Amy Bergquist Savage (Treasurer/Teacher) $45,262 $0 $3,394
Rebecca Brown (Director/Teacher) $43,358 $0 $3,252
Ashley Blaha (Secretary/Teacher) $43,236 $0 $3,267
Franco Fanucci (Board Chair/Parent) $0 $0 $0
Liza Thomas (Director/Parent) $0 $0 $0
Cathy Auguston (Director/Parent) $0 $0 $0
+ View more people

Document Links

990
Filed on May 6, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,203,660
Expenses
$2,228,103
Net Income
-$24,443
Net Assets
-$913,106
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,067,104
93.8%
Program Services $136,048
6.2%
Investment Income $508
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $340,103
15.3%
Professional Fundraising Fees $0
Other Salaries and Wages $857,485
38.5%
Assets/Debt
Total Assets $1,811,241
Total Liabilities $2,724,347
Net Assets -$913,106
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Katie Curtis (Ex Officio / School Director) $77,976 $0 $6,094
Amy Jensen (Board Chair / Teacher Member) $51,405 $0 $6,382
William Anderson (Secretary/Teacher) $47,610 $0 $3,721
Julie Halvorson (Director/Teacher) $47,572 $0 $3,718
Amy Bergquist Savage (Director/Teacher) $44,374 $0 $3,468
Beth Brockman (Operations Coordinator) $40,323 $0 $3,151
Franco Fanucci (Director/Parent) $0 $0 $0
Donald Frink (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,184,060
Expenses
$2,160,036
Net Income
$24,024
Net Assets
-$782,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000,651
91.6%
Program Services $182,768
8.4%
Investment Income $641
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $283,527
13.1%
Professional Fundraising Fees $0
Other Salaries and Wages $840,896
38.9%
Assets/Debt
Total Assets $2,120,166
Total Liabilities $2,902,249
Net Assets -$782,083
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Katie Curtis (School Director) $76,649 $0 $5,749
Amy Jensen (Board Chair/Teacher) $53,528 $0 $6,525
William Anderson (Secretary/Teacher) $46,829 $0 $3,512
Amy Bergquist Savage (Board Member/Teacher) $43,748 $0 $3,281
Beth Brockman (Operations Manager) $39,563 $0 $2,578
Donald Frink (Treasurer) $0 $0 $0
Cathy Auguston (Board Member) $0 $0 $0
Franco Fanucci (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 21, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,012,972
Expenses
$2,126,093
Net Income
-$113,121
Net Assets
-$1,124,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,827,425
90.8%
Program Services $184,564
9.2%
Investment Income $983
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $290,831
13.7%
Professional Fundraising Fees $0
Other Salaries and Wages $759,216
35.7%
Assets/Debt
Total Assets $2,645,388
Total Liabilities $3,769,655
Net Assets -$1,124,267
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Katie Curtis (School Director) $75,516 $0 $5,664
Amy Jensen (Board Chair) $51,956 $0 $14,356
William Anderson (Secretary) $46,137 $0 $3,460
Amy Savage (Board Member/Teacher) $43,001 $0 $3,225
Beth Brockman (Operations Manager) $38,958 $0 $2,922
Stacie Woods (Board Chair) $0 $0 $0
Donald Fink (Co Treasurer) $0 $0 $0
Cathy Auguston (Board Member) $0 $0 $0
Franco Fanucci (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on March 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,082,335
Expenses
$2,105,806
Net Income
-$23,471
Net Assets
-$530,304
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,862,675
89.5%
Program Services $219,233
10.5%
Investment Income $697
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$270
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $233,088
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $878,935
41.7%
Assets/Debt
Total Assets $3,078,359
Total Liabilities $3,608,663
Net Assets -$530,304
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Katie Curtis (School Director) $72,509 $0 $5,438
Nicole Perez (Board Member/Teacher) $51,831 $0 $3,887
William Anderson (Secretary) $45,455 $0 $3,409
Beth Brockman (Operations Manager) $38,104 $0 $2,858
Alisha Brandon (Board Member/Teacher) $14,268 $0 $1,070
Stacie Woods (Board Chair) $0 $0 $0
Donald Frink (Co Treasurer) $0 $0 $0
Josetta Zetah (Co Treasurer) $0 $0 $0
Cathy Auguston (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 30, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,901,267
Expenses
$1,966,232
Net Income
-$64,965
Net Assets
-$113,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,701,628
89.5%
Program Services $197,609
10.4%
Investment Income $614
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,416
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $225,695
11.5%
Professional Fundraising Fees $0
Other Salaries and Wages $802,023
40.8%
Assets/Debt
Total Assets $1,284,830
Total Liabilities $1,398,089
Net Assets -$113,259
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Katie Curtis (School Director) $69,837 $0 $5,238
Nicole Perez (Board Member/Teacher) $48,373 $0 $3,628
William Anderson (Board Member/Teacher) $43,180 $0 $3,238
Beth Brockman (Operations Manager) $36,435 $0 $2,733
Alisha Brandon (Board Member/Teacher) $27,695 $0 $2,077
Stacie Woods (Board Chair) $0 $0 $0
Alison Krueger (Secretary) $0 $0 $0
Josetta Zetah (Treasurer) $0 $0 $0
Beth Metzger (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 30, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,810,648
Expenses
$1,860,886
Net Income
-$50,238
Net Assets
$20,641
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,567,986
86.6%
Program Services $241,587
13.3%
Investment Income $1,075
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $252,029
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $745,243
40.0%
Assets/Debt
Total Assets $1,255,522
Total Liabilities $1,234,881
Net Assets $20,641
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Katie Curtis (School Director) $68,623 $0 $4,977
Nicole Perez (Board Member/Teacher) $44,978 $0 $3,268
William Anderson (Board Member/Teacher) $42,202 $0 $3,059
Alisha Brandon (Board Member/Teacher) $41,398 $0 $3,066
Beth Brockman (Operations Manager) $34,838 $0 $2,177
Stacie Woods (Board Chair) $0 $0 $0
Josetta Zetah (Treasurer) $0 $0 $0
Alison Krueger (Secretary) $0 $0 $0
Beth Metzger (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 28, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,642,665
Expenses
$1,626,168
Net Income
$16,497
Net Assets
$959,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,358,144
82.7%
Program Services $277,333
16.9%
Investment Income $1,096
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,092
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $185,930
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $679,059
41.8%
Assets/Debt
Total Assets $1,085,571
Total Liabilities $126,021
Net Assets $959,550
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Katie Curtis (School Director) $58,078 $0 $3,941
Alisha Brandon (Board Member/Teacher) $41,826 $0 $2,887
Nicole Perez (Board Member/Teacher) $38,260 $0 $2,603
Beth Brockman (Operations Manager) $27,965 $0 $1,958
Stacie Woods (Board Chair) $0 $0 $0
Josetta Zetah (Treasurer) $0 $0 $0
Alison Krueger (Secretary) $0 $0 $0
Beth Metzger (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 28, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,498,786
Expenses
$1,433,462
Net Income
$65,324
Net Assets
$860,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,356,359
90.5%
Program Services $139,318
9.3%
Investment Income $1,207
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,500
0.1%
Other Revenue $402
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $211,994
14.8%
Professional Fundraising Fees $0
Other Salaries and Wages $574,600
40.1%
Assets/Debt
Total Assets $976,768
Total Liabilities $116,432
Net Assets $860,336

Document Links

990
Filed on March 18, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,446,694
Expenses
$1,433,238
Net Income
$13,456
Net Assets
$795,012
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,200,531
83.0%
Program Services $239,546
16.6%
Investment Income $1,258
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,802
0.1%
Other Revenue $3,557
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $195,434
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $542,324
37.8%
Assets/Debt
Total Assets $899,361
Total Liabilities $104,349
Net Assets $795,012

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,469,398
Expenses
$1,438,587
Net Income
$30,811
Net Assets
$864,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,202,554
81.8%
Program Services $259,015
17.6%
Investment Income $2,720
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,850
0.1%
Other Revenue $3,259
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $185,022
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $550,744
38.3%
Assets/Debt
Total Assets $991,267
Total Liabilities $126,994
Net Assets $864,273

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated