Civic Intelligence

South Walton Academy Inc

EIN 37-1802451 • 501(c)3 • Santa Rsa Bch, FL

Santa Rsa Bch, FL
Siviq Scores

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

Liabilities / Assets

80th percentile

0.43x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

38%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

66%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$560,055

Down $134,876 (-19%) from 2022

Liabilities

Up

$435,205

Up $135,006 (+45%) from 2022

Net Assets

Down

$124,850

Down $269,882 (-68%) from 2022

Operations
Liabilities / Revenue56th percentileNet Margin67th percentile

Revenue

Up

$2,888,411

Up $215,573 (+8.1%) from 2022

Expenses

Up

$3,136,727

Up $852,938 (+37%) from 2022

Net Income

Down

-$248,316

Down $637,365 (-164%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$1.0M$500K$0-$500KAssets 2017: $7,736Liabilities 2017: $7,6842017Assets 2018: $17,610Liabilities 2018: $11,356Net Assets 2018: $6,2542018Assets 2019: $47,907Liabilities 2019: $75,297Net Assets 2019: -$27,3902019Assets 2020: $208,580Liabilities 2020: $370,771Net Assets 2020: -$162,1912020Assets 2021: $505,376Liabilities 2021: $396,277Net Assets 2021: $109,0992021Assets 2022: $694,931Liabilities 2022: $300,199Net Assets 2022: $394,7322022Assets 2023: $560,055Liabilities 2023: $435,205Net Assets 2023: $124,8502023

Highlighted filing

2023

Assets$560,055
Liabilities$435,205
Net Assets$124,850
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $32,775Expenses 2017: $40,146Net Income 2017: -$7,3712017Revenue 2018: $270,586Expenses 2018: $251,497Net Income 2018: $19,0892018Revenue 2019: $523,826Expenses 2019: $557,469Net Income 2019: -$33,6432019Revenue 2020: $807,380Expenses 2020: $944,177Net Income 2020: -$136,7972020Revenue 2021: $1,612,347Expenses 2021: $1,336,811Net Income 2021: $275,5362021Revenue 2022: $2,672,838Expenses 2022: $2,283,789Net Income 2022: $389,0492022Revenue 2023: $2,888,411Expenses 2023: $3,136,727Net Income 2023: -$248,3162023

Highlighted filing

2023

Revenue$2,888,411
Expenses$3,136,727
Net Income-$248,316
Open 2023 Filing

Filings

Most recent year

2023 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$560,055
Liabilities
$435,205
Net assets
$124,850
Revenue
$2,888,411
Expenses
$3,136,727
Net income
-$248,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.44$0.12$2.89$3.14$0.25
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.69$0.30$0.39$2.67$2.28$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.40$0.11$1.61$1.34$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.37$0.16$0.81$0.94$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.08$0.03$0.52$0.56$0.03
2018Summary only. Only limited summary data is available for this year.$0.02$0.01$0.01$0.27$0.25$0.02
2017Summary only. Only limited summary data is available for this year.$0.01$0.01$0.03$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Feb 4, 2025
Return Version
2022v5.0
Gross Receipts
$2,909,138
Mission and Program Overview

Mission

School for children with special needs, providing planned curriculum for autism and other similar diagnoses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$287,819$385,385▲ $97,566
Receivables From Officers Etc$25,365--
Accounts Receivable$15,157$12,153▼ $3,004
Prepaid Expenses and Deferred Charges$11,339--
Cash and Non-Interest-Bearing Accounts$74,690$5,863▼ $68,827
Loans From Officers Directors$1,161$1,161→ $0
Savings and Temporary Cash Investments$370--
Total Assets$694,931$560,055▼ $134,876
Other Assets Total$280,191$156,654▼ $123,537
Liabilities
Other Liabilities$282,663$432,877▲ $150,214
Accounts Payable and Accrued Expenses$16,375$1,167▼ $15,208
Total Liabilities$300,199$435,205▲ $135,006
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$394,732$124,850▼ $269,882
Total Net Assets Fund Balance$394,732$124,850▼ $269,882
Total Liabilities and Net Assets / Fund Balance$694,931$560,055▼ $134,876

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$186,234$69,873$256,107
Land$199,151-$199,151
Other Assets Org$156,654--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer FilipponeDirectorFT$110,942$110,942
Calley MiddlebrooksChairmanFT$100,385$100,385

Board Members and Trustees

NameTitle
Brooke WingerDirector
Donald MolnarDirector
Edward GodboldDirector
Gina WoodhamDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$17,211
Program Service Revenue
$2,753,087
Investment Income
$0
Other Revenue
$118,113
All Other Contributions
$17,211
Change in Net Assets
$-248,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,161,638
Other Expenses$975,089
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,039,183--$2,039,183
Fees for Services Other$351,129$2,289-$353,418
Occupancy$106,184$18,739-$124,923
Payroll Taxes$99,079$17,484-$116,563
All Other Expenses$86,726$17,968-$104,694
Other Expenses$36,339$21,416-$36,339
Office Expenses$21,893$3,864-$25,757
Depreciation Depletion$15,639$2,396-$18,035
Interest$12,616--$12,616
Advertising$10,521--$10,521
Fees for Services Accounting-$7,813-$7,813
Other Employee Benefits$5,008$884-$5,892
Travel-$1,137-$1,137
Information Technology$384--$384
Total Functional Expenses$3,042,737$93,990$0$3,136,727
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,727
Fundraising Gross Income$15,523
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$25,365--
Loans from Officers, Directors, Trustees, and Key Employees$1,161$1,161→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable$431,743
Payroll Liabilities$1,134
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
Yes
Other officer compensation reviewed
Yes
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 A, line 2

“Director and Chairman Calley Middlebrook is the daughter of board member Edward Godbold.”

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

“The tax return is reviewed by all board members prior to being filed or at the first board meeting following the filing date.”

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

“At its annual meeting, the board members complete an attestation form that there are no conflicts of interest, known or unknown for the previous year. If conflicts arise prior to the annual meeting, they are required to be disclosed in the current year.”

Form 990, Part VI, Section B, line 15

“Mangement compensation is determined by the Board and approved annually.”

Form 990, Part VI, Section C, line 19

“Persons may view the organization's form 990 by making a written or verbal request to do so. The form 990 is made available at the offices of the South Walton Academy and may be reviewed on site. Verbal requestors may be asked to make an appointment to return at a later date if necessary, due to the nature of the organization's purpose and activities.”

Filing and Contact Details

Filer

Filer Name
South Walton Academy Inc
EIN
37-1802451
Phone
8502134595
Address
305 Mack Bayou Rd, Santa Rosa Beach, FL 32459

Signing Officer

Name
Calley G Middlebrooks
Title
Chair
Phone
8502219547
Signed
2025-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Calley G Middlebrooks
Formed
2015
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
McCullar & Company LLC
Address
2441 US Hwy 98 W Ste 108, Santa Rosa Beach, FL 32459
Preparer
Robert McCullar CPA
Phone
8506220888
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Billing Services - Clinic: Program service expenses 58,591. Management and general expenses 0. Fundraising expenses 0. Total expenses 58,591. Professional Services - Therapy: Program service expenses 279,562. Management and general expenses 0. Fundraising expenses 0. Total expenses 279,562. Payroll Processing Fees: Program service expenses 12,976. Management and general expenses 2,289. Fundraising expenses 0. Total expenses 15,265.”

Raw XML AppendixShowing 400 of 413 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
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IRS990/PYOtherRevenueAmt0-14857
IRS990/PYProgramServiceRevenueAmt02096061
IRS990/PYRevenuesLessExpensesAmt0389049
IRS990/PYSalariesCompEmpBnftPaidAmt01674275
IRS990/PYTotalExpensesAmt02283789
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02672838
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt025365
IRS990/ReconcilationRevenueExpnssAmt0-248316
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02876404
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0370
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/LandGrp/BookValueAmt0199151
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0199151
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0156654
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Security Deposits
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0186234
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069873
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0256107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1431743
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Notes Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0385385
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0156654
IRS990ScheduleD/TotalLiabilityAmt0432877
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/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt01161
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01161
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Calley Middlebrooks
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt01161
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Director and Chairman Calley Middlebrook is the daughter of board member Edward Godbold.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The tax return is reviewed by all board members prior to being filed or at the first board meeting following the filing date.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At its annual meeting, the board members complete an attestation form that there are no conflicts of interest, known or unknown for the previous year. If conflicts arise prior to the annual meeting, they are required to be disclosed in the current year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Mangement compensation is determined by the Board and approved annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Persons may view the organization's form 990 by making a written or verbal request to do so. The form 990 is made available at the offices of the South Walton Academy and may be reviewed on site. Verbal requestors may be asked to make an appointment to return at a later date if necessary, due to the nature of the organization's purpose and activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Billing Services - Clinic: Program service expenses 58,591. Management and general expenses 0. Fundraising expenses 0. Total expenses 58,591. Professional Services - Therapy: Program service expenses 279,562. Management and general expenses 0. Fundraising expenses 0. Total expenses 279,562. Payroll Processing Fees: Program service expenses 12,976. Management and general expenses 2,289. Fundraising expenses 0. Total expenses 15,265.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0560055
IRS990/TotalAssetsGrp/BOYAmt0694931
IRS990/TotalAssetsGrp/EOYAmt0560055
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017211
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093990
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03042737
IRS990/TotalFunctionalExpensesGrp/TotalAmt03136727
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0300199
IRS990/TotalLiabilitiesEOYAmt0435205
IRS990/TotalLiabilitiesGrp/BOYAmt0300199
IRS990/TotalLiabilitiesGrp/EOYAmt0435205
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0394732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0124850
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03042737
IRS990/TotalProgramServiceRevenueAmt02753087
IRS990/TotalReportableCompFromOrgAmt0211327
IRS990/TotalRevenueGrp/ExclusionAmt0-5204
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02876404
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02888411
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0694931
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0560055
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01137
IRS990/TravelGrp/TotalAmt01137
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0305 Mack Bayou Road
IRS990/USAddress/CityNm0Santa Rosa Beach
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032459
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0southwaltonacademy.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Calley G Middlebrooks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum08502219547
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Walton Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0371802451
ReturnHeader/Filer/PhoneNum08502134595
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 Mack Bayou Rd
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032459
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00

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