Swannanoa Valley Montessori School Inc (EIN 223889575) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Erin Van Note

Phone

8286698571

Tax Period

2024-07-01 to 2025-06-30

Swannanoa Valley Montessori School Inc, founded in 2002, is a small nonprofit in the Education sector that reported $770K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $717K left a modest 7% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $172,691

Program Service Revenue $593,634

Investment Income $0

Other Revenue $3,334

TOTAL REVENUE $769,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $525,522

Fundraising Expenses $26,596

Program Expenses $602,216

Other Expenses $191,236

TOTAL EXPENSES $716,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$769,659	$553,296	+0.4%
Expenses	$716,758	$641,454	+0.1%
Net Income	$52,901	$-88,158	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$71,368

Total Directors

$107,935

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Erin Van Note	Vice Pres Exec Director	Officer Director	$71,368	$0	$71,368
Autumn Wheeler	Board Member-Teachers Advocate	Director	$36,567	$0	$36,567
Matt Brock	President	Officer Director	$0	$0	$0
Jessica Lyons	Treasurer	Officer Director	$0	$0	$0
Sarah Happel	Secretary	Officer Director	$0	$0	$0
Shelly Jarrad	Board Member	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$769,659	$716,758	$351,282	$52,901
2024	$553,296	$641,454	$321,900	$-88,158
2023	$576,054	$556,593	$403,712	$19,461
2022	$702,067	$420,631	$378,936	$281,436
2021	$323,917	$357,040	$225,117	$-33,123
2020	$473,101	$463,205	$179,807	$9,896
2019	$561,107	$595,886	$78,466	$-34,779
2018	$471,269	$475,671	$109,916	$-4,402

Swannanoa Valley Montessori School Inc