Swannanoa Valley Montessori School
Donations deductibleSwannanoa Valley Montessori School's network
6 people1 organisationi6 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (1) 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
6 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.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 6 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 |
|---|---|---|---|
| Autumn Wheeler | Board Member-Teachers Advocate | 2024 | 2 yrs |
| Erin Van Note (also filed as Erin Van Note) | Vice Pres Exec Director | 2018 | 8 yrs |
| Jessica Lyons | Treasurer | 2021 | 5 yrs |
| Matthew Brock (also filed as Matt Brock) | President | 2021 | 5 yrs |
| Sarah Happel | Company secretary | 2024 | 2 yrs |
| Shelly Jarrad | Board Member | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
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 |
|---|---|---|---|---|---|
| Erin Van Note | Vice Pres Exec Director | 0 | $71k | ||
| Autumn Wheeler | Board Member-Teachers Advocate | 0 | $37k | ||
| Matt Brock | President | 0 | $0 | ||
| Jessica Lyons | Treasurer | 0 | $0 | ||
| Sarah Happel | Secretary | 0 | $0 | ||
| Shelly Jarrad | Board Member | 0 | $0 |
About
- Legal name
- Swannanoa Valley Montessori School
- EIN
- 223889575
- Address
- 101 Carver Ave, Black Mtn, NC, 28711-2711
- State
- North Carolina
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B24 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 4 (IRS master file code)
- Formed
- 2002
- Principal officer
- Erin Van Note (as named on the Form 990)
- IRS ruling date
- 1 October 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsErin Van Note
≥5years on the filingsJessica Lyons
≥5years on the filingsMatthew Brock
≥2years on the filingsAutumn Wheeler
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
- $351k
- Total liabilities
- $51k
- Net assets or fund balances
- $300k
- Contributions and grants received
- $173k
- Program service revenue
- $594k
- Employees
- 18
- Volunteers
- 75
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $770k | $717k | $53k |
As filed on the IRS Form 990. US dollars.