South Walton Academy Inc (EIN 371802451) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Calley G Middlebrooks

Phone

8502134595

Tax Period

2022-08-01 to 2023-07-31

South Walton Academy Inc, founded in 2015, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

SCHOOL FOR CHILDREN WITH SPECIAL NEEDS, PROVIDING PLANNED CURRICULUM FOR AUTISM AND OTHER SIMILAR DIAGNOSES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $17,211

Program Service Revenue $2,753,087

Investment Income $0

Other Revenue $118,113

TOTAL REVENUE $2,888,411

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,161,638

Fundraising Expenses $0

Program Expenses $3,042,737

Other Expenses $975,089

TOTAL EXPENSES $3,136,727

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,888,411	$2,672,838	+0.1%
Expenses	$3,136,727	$2,283,789	+0.4%
Net Income	$-248,316	$389,049	-1.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$211,327

Total Directors

$211,327

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donald Molnar	Director	2.00	Director	$0	$0	$0
Edward Godbold	Director	2.00	Director	$0	$0	$0
Brooke Winger	Director	2.00	Director	$0	$0	$0
Gina Woodham	Director	2.00	Director	$0	$0	$0
Calley Middlebrooks	Chairman	40.00	Officer Director	$100,385	$0	$100,385
Jennifer Filippone	Director	40.00	Officer Director	$110,942	$0	$110,942

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
2023	$2,888,411	$3,136,727	$560,055	$-248,316
2022	$2,672,838	$2,283,789	$694,931	$389,049
2021	$1,612,347	$1,336,811	$505,376	$275,536
2020	$807,380	$944,177	$208,580	$-136,797
2019	$523,826	$557,469	$47,907	$-33,643

South Walton Academy Inc