Civic Intelligence

South Walton Montessori Academy Inc

EIN 20-0357959 • 501(c)3 • Santa Rosa Beach, FL

Profile

Provided an educational experience to approximately 80 children ranging in age from 18 months to 8th grade. The education is provided on a nondiscriminatory basis.

101 Eden Gardens RoadSanta Rosa Beach, FL 32459

southwaltonmontessori.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.32x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

56th percentile

7.2%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

68th percentile

$103,748

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

50th percentile

3.4%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,452,334

Up $47,234 (+3.4%) from 2024

Liabilities

Down

$325,902

Down $25,582 (-7.3%) from 2024

Net Assets

Up

$1,126,432

Up $72,816 (+6.9%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin56th percentile

Revenue

Up

$1,014,517

Up $160,237 (+19%) from 2024

Expenses

Up

$941,701

Up $24,158 (+2.6%) from 2024

Net Income

Up

$72,816

Up $136,079 (+215%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,295,375Liabilities 2010: $709,855Net Assets 2010: $585,5202010Assets 2011: $1,419,676Liabilities 2011: $684,198Net Assets 2011: $735,4782011Assets 2012: $1,206,221Liabilities 2012: $660,437Net Assets 2012: $545,7842012Assets 2013: $1,236,041Liabilities 2013: $636,274Net Assets 2013: $599,7672013Assets 2014: $1,305,416Liabilities 2014: $615,489Net Assets 2014: $689,9272014Assets 2015: $1,400,195Liabilities 2015: $589,721Net Assets 2015: $810,4742015Assets 2016: $1,390,719Liabilities 2016: $543,506Net Assets 2016: $847,2132016Assets 2017: $1,350,424Liabilities 2017: $527,343Net Assets 2017: $823,0812017Assets 2018: $1,327,325Liabilities 2018: $493,998Net Assets 2018: $833,3272018Assets 2019: $1,372,758Liabilities 2019: $468,011Net Assets 2019: $904,7472019Assets 2020: $1,479,568Liabilities 2020: $549,353Net Assets 2020: $930,2152020Assets 2021: $1,473,568Liabilities 2021: $427,623Net Assets 2021: $1,045,9452021Assets 2022: $1,466,023Liabilities 2022: $404,498Net Assets 2022: $1,061,5252022Assets 2023: $1,496,770Liabilities 2023: $379,890Net Assets 2023: $1,116,8802023Assets 2024: $1,405,100Liabilities 2024: $351,484Net Assets 2024: $1,053,6162024Assets 2025: $1,452,334Liabilities 2025: $325,902Net Assets 2025: $1,126,4322025

Highlighted filing

2025

Assets$1,452,334
Liabilities$325,902
Net Assets$1,126,432
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $437,3122010Revenue 2011: $795,737Expenses 2011: $645,779Net Income 2011: $149,9582011Expenses 2012: $779,3972012Expenses 2013: $653,0142013Revenue 2014: $726,951Expenses 2014: $636,793Net Income 2014: $90,1582014Revenue 2015: $801,886Expenses 2015: $681,340Net Income 2015: $120,5462015Revenue 2016: $768,412Expenses 2016: $731,671Net Income 2016: $36,7412016Revenue 2017: $848,352Expenses 2017: $872,484Net Income 2017: -$24,1322017Revenue 2018: $748,480Expenses 2018: $738,234Net Income 2018: $10,2462018Revenue 2019: $941,279Expenses 2019: $869,861Net Income 2019: $71,4182019Revenue 2020: $892,224Expenses 2020: $866,756Net Income 2020: $25,4682020Revenue 2021: $975,598Expenses 2021: $859,866Net Income 2021: $115,7322021Revenue 2022: $937,431Expenses 2022: $921,851Net Income 2022: $15,5802022Revenue 2023: $953,525Expenses 2023: $898,168Net Income 2023: $55,3572023Revenue 2024: $854,280Expenses 2024: $917,543Net Income 2024: -$63,2632024Revenue 2025: $1,014,517Expenses 2025: $941,701Net Income 2025: $72,8162025

Highlighted filing

2025

Revenue$1,014,517
Expenses$941,701
Net Income$72,816
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,452,334
Liabilities
$325,902
Net assets
$1,126,432
Revenue
$1,014,517
Expenses
$941,701
Net income
$72,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.33$1.13$1.01$0.94$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.35$1.05$0.85$0.92$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.38$1.12$0.95$0.90$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.40$1.06$0.94$0.92$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.43$1.05$0.98$0.86$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.55$0.93$0.89$0.87$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.47$0.90$0.94$0.87$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.49$0.83$0.75$0.74$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.53$0.82$0.85$0.87$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.54$0.85$0.77$0.73$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.59$0.81$0.80$0.68$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.62$0.69$0.73$0.64$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.64$0.60$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.66$0.55$0.78
2011Summary only. Only limited summary data is available for this year.$1.42$0.68$0.74$0.80$0.65$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.71$0.59$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 7, 2025
Return Version
2024v5.2
Gross Receipts
$1,018,312
Mission and Program Overview

Mission

Provided an educational experience to approximately fifty children ranging in age from 18 months to 8th grade. The education is provided on a nondiscriminatory basis.

To awaken and nurture an endless passion for knowledge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,055,322$1,061,666▲ $6,344
Cash and Non-Interest-Bearing Accounts$75,821$216,271▲ $140,450
Savings and Temporary Cash Investments$273,957$174,397▼ $99,560
Total Assets$1,405,100$1,452,334▲ $47,234
Liabilities
Other Liabilities$351,484$325,902▼ $25,582
Total Liabilities$351,484$325,902▼ $25,582
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$806,088$878,904▲ $72,816
Net Assets With Donor Restrictions$247,528$247,528→ $0
Total Net Assets Fund Balance$1,053,616$1,126,432▲ $72,816
Total Liabilities and Net Assets / Fund Balance$1,405,100$1,452,334▲ $47,234

Asset Categories

AssetBook ValueDepreciationBasis
Land$780,000-$780,000
Buildings$237,766$153,607$391,373
Equipment$37,900$102,808$140,708
Other Land Buildings$6,000$1,200$7,200
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BrockDirector of OperationsFT$93,092$10,656$103,748
Catherine BeallDirector of FinanceFT$50,092$10,656$60,748

Board Members and Trustees

NameTitle
Shannon SingleyChairperson
Mary RedmannTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$35,000
Program Service Revenue
$920,739
Investment Income
$14
Other Revenue
$58,764
All Other Contributions
$35,000
Change in Net Assets
$72,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$754,405
Other Expenses$187,296
Total Fundraising Expense$45,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$404,881$6$24,894$429,781
Current Officers, Directors, Trustees, and Key Employees$154,966$2$9,528$164,496
Other Employee Benefits$82,554$1$5,076$87,631
Occupancy$74,108$1-$74,109
Payroll Taxes$68,297$1$4,199$72,497
Insurance$22,050-$1,356$23,406
Depreciation Depletion$16,185--$16,185
Fees for Services Other$9,074-$558$9,632
All Other Expenses$8,371$906$211$9,488
Other Expenses$8,650--$8,650
Office Expenses$13$1,932$1$1,946
Fees for Services Accounting-$1,700-$1,700
Advertising$234-$14$248
Total Functional Expenses$891,315$4,549$45,837$941,701
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,559
Fundraising Direct Expenses$3,795
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fund$17,965$17,965-$17,965
Torre Rosa$17,048$17,048$3,795$13,253
Total Events$62,559$62,559$3,795$58,764
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Np Regions Bank$325,902
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's form 990 is sent to each board member for review before filing.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors and enforces the compliance with the conflict of interest policy on a continual basis.”

Form 990, Part VI, Section C, Line 18

“Organization's form 1023 and form 990 are made available upon request for public inspection.”

Form 990, Part VI, Section C, Line 19

“Organization's governing documents are made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
South Walton Montessori Academy Inc
EIN
20-0357959
Phone
8502315955
Address
101 EDEN GARDENS ROAD, SANTA ROSA BEACH, FL 32459

Signing Officer

Name
Catherine Beall
Title
Director of Finance
Phone
8502315955
Signed
2025-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Beall
Formed
2003
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
18
Volunteers
0

Preparer

Firm
Warren Averett LLC
Address
36474C EMERALD COAST PKWY SUITE, 3301, DESTIN, FL 32541
Preparer
Patricia a Baker CPA
Phone
8508370398
Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO AWAKEN AND NURTURE AN ENDLESS PASSION FOR KNOWLEDGE.
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IRS990/AdvertisingGrp/ProgramServicesAmt0234
IRS990/AdvertisingGrp/TotalAmt0248
IRS990/AllOtherContributionsAmt035000
IRS990/AllOtherExpensesGrp/FundraisingAmt0211
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0906
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08371
IRS990/AllOtherExpensesGrp/TotalAmt09488
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHERINE BEALL
IRS990/BooksInCareOfDetail/PhoneNum08502315955
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 EDEN GARDENS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032459
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IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09528
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0154966
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0164496
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt035000
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IRS990/CYOtherRevenueAmt058764
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IRS990/DepreciationDepletionGrp/TotalAmt016185
IRS990/Desc0PROVIDED AN EDUCATIONAL EXPERIENCE TO APPROXIMATELY 80 CHILDREN RANGING IN AGE FROM 18 MONTHS TO 8TH GRADE. THE EDUCATION IS PROVIDED ON A NONDISCRIMINATORY BASIS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0247528
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt018
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210656
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310656
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IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH BROCK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014
IRS990/InvestmentInJointVentureInd00
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IRS990/MissionDesc0PROVIDED AN EDUCATIONAL EXPERIENCE TO APPROXIMATELY 80 CHILDREN RANGING IN AGE FROM 18 MONTHS TO 8TH GRADE. THE EDUCATION IS PROVIDED ON A NONDISCRIMINATORY BASIS.
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IRS990/OtherExpensesGrp/Desc2CLASSROOM MATERIALS & S
IRS990/OtherExpensesGrp/Desc3TRAINING FEES
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IRS990/PartialLiquidationInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYRevenuesLessExpensesAmt0-63263
IRS990/PYSalariesCompEmpBnftPaidAmt0696520
IRS990/PYTotalExpensesAmt0917543
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0854280
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt072816
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0920739
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0174397
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0153607
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0391373
IRS990ScheduleD/EquipmentGrp/BookValueAmt037900
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102808
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0140708
IRS990ScheduleD/LandGrp/BookValueAmt0780000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0780000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01200
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0325902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NP REGIONS BANK
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01061666
IRS990ScheduleD/TotalLiabilityAmt0325902
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03795
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL FUND
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027546
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058764
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03795
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03795
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS SENT TO EACH BOARD MEMBER FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND ENFORCES THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON A CONTINUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'S FORM 1023 AND FORM 990 ARE MADE AVAILABLE UPON REQUEST FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01405100
IRS990/TotalAssetsGrp/EOYAmt01452334
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt045837
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04549
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0891315
IRS990/TotalFunctionalExpensesGrp/TotalAmt0941701
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0351484
IRS990/TotalLiabilitiesEOYAmt0325902
IRS990/TotalLiabilitiesGrp/BOYAmt0351484
IRS990/TotalLiabilitiesGrp/EOYAmt0325902
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01053616
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01126432
IRS990/TotalOtherCompensationAmt021312
IRS990/TotalProgramServiceExpensesAmt0891315
IRS990/TotalProgramServiceRevenueAmt0920739
IRS990/TotalReportableCompFromOrgAmt0143184
IRS990/TotalRevenueGrp/ExclusionAmt058778
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01014517
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SANTA ROSA BEACH
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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0SOUTHWALTONMONTESSORI.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE BEALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08502315955
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH WALTON MONTESSORI ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0200357959
ReturnHeader/Filer/PhoneNum08502315955
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 EDEN GARDENS ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036474C EMERALD COAST PKWY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt03301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DESTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032541
ReturnHeader/PreparerPersonGrp/PhoneNum08508370398
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A BAKER CPA
ReturnHeader/ReturnTs02025-09-09T13:07:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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