Nonprofit · EIN 37-1802451
SOUTH WALTON ACADEMY INC
Tax-exempt · SANTA RSA BCH, FL 32459
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2024 | 990 | $2,806,832 | $3,349,739 | -$542,907 | $686,888 | $1,104,945 | -$418,057 |
| July 31, 2023 | 990 | $2,888,411 | $3,136,727 | -$248,316 | $560,055 | $435,205 | $124,850 |
Financial details: 990 for the year ended July 31, 2024
Revenue
- Contributions, gifts and grants
- $408,790
- Program service revenue
- $2,396,896
- Investment income
- $0
- Net income from fundraising events
- $1,146
- Other revenue
- $1,146
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $177,424
- Other salaries and wages
- $1,632,280
- Salaries, compensation and benefits (total)
- $2,066,581
- Professional fundraising fees
- $0
- Accounting fees
- $9,994
- Occupancy
- $348,311
- Travel
- $20
- Depreciation
- $52,289
- Program services (functional)
- $2,850,289
- Management and general (functional)
- $499,450
Balance sheet and other
- Total assets, start of year
- $560,055
- Total assets, end of year
- $686,888
- Total liabilities, end of year
- $1,104,945
- Net assets, end of year
- -$418,057
- Land, buildings and equipment
- $524,296
- Net assets without donor restrictions
- -$418,057
- Gross receipts
- $2,816,571
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- FL
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 July 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Filippone | Director Trustee or director, Officer | 40 | $94,847 |
| Calley Middlebrooks | Chairman Trustee or director, Officer | 40 | $82,577 |
| Donald Molnar | Director Trustee or director | 2 | $0 |
| Edward Godbold | Director Trustee or director | 2 | $0 |
| Brooke Wegner | Director Trustee or director | 2 | $0 |
990 for the year ended July 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Filippone | Director Trustee or director, Officer | 40 | $110,942 |
| Calley Middlebrooks | Chairman Trustee or director, Officer | 40 | $100,385 |
| Donald Molnar | Director Trustee or director | 2 | $0 |
| Edward Godbold | Director Trustee or director | 2 | $0 |
| Brooke Winger | Director Trustee or director | 2 | $0 |
| Gina Woodham | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 305 MACK BAYOU RD, SANTA RSA BCH, FL 32459-7199
- In care of
- % CALLEY MIDDLEBROOKS
- Principal officer (990 for 2023)
- Calley G Middlebrooks, 305 Mack Bayou Road, Santa Rosa Beach, FL 32459
- Signed the 990
- Calley G Middlebrooks, Chair
- Phone
- (850) 213-4595
- Website
- southwaltonacademy.com
- Return prepared by
- McCullar & Company LLC
Mission
SCHOOL FOR CHILDREN WITH SPECIAL NEEDS, PROVIDING PLANNED CURRICULUM FOR AUTISM AND OTHER SIMILAR DIAGNOSES.
Program accomplishments
- THE SCHOOL CONTINUES TO GROW AND PROVIDE EDUCATION TO STUDENTS WITH SPECIAL NEEDS. THE SCHOOL NOW HAS 170 STUDENTS ENROLLED AND SERVES 74+ PEDIATRIC THERAPY CLIENTS. PROGRAMS ARE OPEN TO PUBLIC IN THERAPUTIC SETTINGS AS PLAYGROUND ACTIVITIES, SUMMER PROGRAMS, AND THERAPY CLINICS. THE SCHOOL ALSO OFFERS PROGRAMS FOR ADULTS AND CHILDREN, PARENT TRAINING AND KIDS NIGHT OUT. SOUTH WALTON HAS 9 LEAD TEACHERS, 9 TEACHER ASSISTANTS, 2 BEHAVIORAL TECHNICIANS, 2 SPEECH THERAPISTS, 2 OCCUPATIONAL THERAPISTS, 2 THERAPY SUPERVISORS, AND VARIOUS ADMINISTRATIVE PERSONS. THESE ARE BOTH PAID AND VOLUNTEER POSITIONS. THE SCHOOL HAS RECEIVED COMMUNITY RECOGNITION AS BEING RECIPIENTS OF VARIOUS AREA WIDE FUNDRAISING EVENTS.Expenses $2,850,289 · revenue $2,816,571
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | Not on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 37-1802451
- 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
- 2017
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $686,888
- Income (IRS master file)
- $2,816,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2024 | $2,806,832 | $3,349,739 | $686,888 | XML |
| 990 | July 2023 | $2,888,411 | $3,136,727 | $560,055 | XML |
| 990 | July 2022 | $2,672,838 | $2,283,789 | $694,931 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | 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 37-1802451).
Questions about SOUTH WALTON ACADEMY INC
- What is the EIN of SOUTH WALTON ACADEMY INC?
- The employer identification number (EIN) of SOUTH WALTON ACADEMY INC is 37-1802451.
- Is SOUTH WALTON ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SOUTH WALTON ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH WALTON ACADEMY INC 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 SOUTH WALTON ACADEMY INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH WALTON ACADEMY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2024.
- Who is the principal officer of SOUTH WALTON ACADEMY INC?
- The 990 for the year ended July 31, 2024 names Calley G Middlebrooks.
- Who are the officers and directors of SOUTH WALTON ACADEMY INC?
- The 990 for the year ended July 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $94,847 (Jennifer Filippone, Director).
- How much revenue does SOUTH WALTON ACADEMY INC have?
- On its 990 for the year ended July 31, 2024 it reported revenue of $2,806,832, expenses of $3,349,739 and total assets of $686,888 at year end.
Other nonprofits in SANTA RSA BCH
- SEASIDE SCHOOL INC EIN 59-3282809 · last filed 990 for 2025
- SEASIDE SCHOOL FOUNDATION INC EIN 26-1979343 · last filed 990 for 2025
- FOOD FOR THOUGHT OUTREACH INC EIN 80-0734040 · last filed 990 for 2025
- SOUTH WALTON MONTESSORI ACADEMY INC EIN 20-0357959 · last filed 990 for 2025
- PRESCHOOL AT POINT WASHINGTON INC EIN 61-1586247 · last filed 990 for 2024
- ABADIE ACADEMY INC EIN 88-3092695 · last filed 990 for 2024
- NATURE SCHOOL INC EIN 88-2441570 · last filed 990 for 2024
- SANDPIPER BOOSTERS INC EIN 47-4754566 · last filed 990 for 2025