South Walton Academy Inc

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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

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.

Program Service Accomplishments

Program 1

Expenses: $3,042,737 Revenue: $2,876,404

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...

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.

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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 (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

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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

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