Swan River Montessori Charter School
Donations deductibleSwan River Montessori Charter School's network
7 people3 organisationsi7 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Franco Fanucci Chair | Board Chair/ | 2018 | 8 yrs |
| Amy Berquist-Savage | Treasurer/Te | 2023 | 3 yrs |
| Amy Jensen | Secretary/Te | 2018 | 8 yrs |
| Jana Evink | Director/Par | 2023 | 3 yrs |
| Julie Halvorson | Director/Tea | 2020 | 6 yrs |
| Nicole Perez | Director/Tea | 2022 | 4 yrs |
| Rick Freese | Interim Memb | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Amy Jensen | Ex-Officio/Interim School Director | 2021 |
| Annette Vemuri | School Direc | since 2022 |
| Beth Brockman | Operations Manager | since 2018 |
| Katie Curtis | School Director | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Annette Vemuri | School Direc | 40 | $70k | $27k | |
| Nicole Perez | Director/Tea | 40 | $66k | $6k | |
| Amy Berquist-Savage | Treasurer/Te | 40 | $59k | $5k | |
| Julie Halvorson | Director/Tea | 40 | $53k | $9k | |
| Amy Jensen | Secretary/Te | 40 | $49k | $21k | |
| Jana Evink | Board Chair/ | 1 | $0 | ||
| Rick Freese | Member/Comm. | 1 | $0 | ||
| Claire Belknap | Director/Par | 1 | $0 |
About
- Legal name
- Swan River Montessori Charter School
- EIN
- 201452996
- Address
- 500 Maple St, Monticello, MN, 55362-8878
- State
- Minnesota
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B29 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 2004
- Principal officer
- Annette Vemuri (as named on the Form 990)
- IRS ruling date
- 1 February 2005
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsFranco Fanucci
≥8years on the filingsAmy Jensen
≥6years on the filingsJulie Halvorson
≥4years on the filingsNicole Perez
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $1.4m
- Total liabilities
- $1.7m
- Net assets or fund balances
- Minus $238k
- Contributions and grants received
- $2.6m
- Program service revenue
- $155k
- Employees
- 41
- Volunteers
- 8