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SOUTH WALTON ACADEMY, INC. - Florida Company Profile

Company Details

Entity Name: SOUTH WALTON ACADEMY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 05 Feb 2016 (9 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 30 Oct 2020 (5 years ago)
Document Number: N16000001226
FEI/EIN Number 37-1802451

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 305 MACK BAYOU ROAD, SANTA ROSA BEACH, FL, 32459
Mail Address: 305 MACK BAYOU ROAD, SANTA ROSA BEACH, FL, 32459
ZIP code: 32459
County: Walton
Place of Formation: FLORIDA

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1568964278 2018-03-08 2021-01-25 305 MACK BAYOU RD, SANTA ROSA BEACH, FL, 324597199, US 305 MACK BAYOU RD, SANTA ROSA BEACH, FL, 324597199, US

Contacts

Phone +1 850-213-4595
Fax 8502134596

Authorized person

Name MRS. CALLEY G MIDDLEBROOKS
Role DEVELOPMENTAL THERAPIST
Phone 8502134595

Taxonomy

Taxonomy Code 103K00000X - Behavior Analyst
Is Primary No
Taxonomy Code 106S00000X - Behavior Technician
Is Primary No
Taxonomy Code 225100000X - Physical Therapist
Is Primary No
Taxonomy Code 225X00000X - Occupational Therapist
Is Primary No
Taxonomy Code 235Z00000X - Speech-Language Pathologist
Is Primary No
Taxonomy Code 261Q00000X - Clinic/Center
Is Primary Yes
Taxonomy Code 261QM1300X - Multi-Specialty Clinic/Center
Is Primary No

Other Provider Identifiers

Issuer MEDICAID
Number 1255535597
State FL

Key Officers & Management

Name Role Address
Filippone Jennifer Director 379 Pelican Bay Drive, Santa Rosa Beach, FL, 32459
GODBOLD EDWARD LJR Director 405 Paradise Blvd, Panama City BEACH, FL, 32413
Middlebrooks Calley President 732 Wild Heron Way, Panama City Beach, FL, 32413
Filippone Jennifer Agent 379 Pelican Bay Drive, Santa Rosa Beach, FL, 32459

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-04-30 379 Pelican Bay Drive, Santa Rosa Beach, FL 32459 -
REGISTERED AGENT NAME CHANGED 2022-03-04 Filippone, Jennifer -
REINSTATEMENT 2020-10-30 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2020-09-25 - -
CHANGE OF PRINCIPAL ADDRESS 2020-07-01 305 MACK BAYOU ROAD, SANTA ROSA BEACH, FL 32459 -
AMENDMENT 2020-07-01 - -
CHANGE OF MAILING ADDRESS 2020-07-01 305 MACK BAYOU ROAD, SANTA ROSA BEACH, FL 32459 -
AMENDMENT 2017-07-10 - -

Documents

Name Date
AMENDED ANNUAL REPORT 2024-12-05
ANNUAL REPORT 2024-04-30
ANNUAL REPORT 2023-04-24
ANNUAL REPORT 2022-03-04
ANNUAL REPORT 2021-04-06
REINSTATEMENT 2020-10-30
Amendment 2020-07-01
ANNUAL REPORT 2019-02-19
ANNUAL REPORT 2018-03-02
Amendment 2017-07-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
37-1802451 Corporation Unconditional Exemption 305 MACK BAYOU RD, SANTA RSA BCH, FL, 32459-7199 2017-07
In Care of Name % CALLEY MIDDLEBROOKS
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2023-07
Asset 500,000 to 999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jul
Asset Amount 560055
Income Amount 2909138
Form 990 Revenue Amount 2888411
National Taxonomy of Exempt Entities Education: Elementary, Secondary Education, K - 12
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_37-1802451_SOUTHWALTONACADEMYINC_02012017.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name SOUTH WALTON ACADEMY INC
EIN 37-1802451
Tax Period 202207
Filing Type E
Return Type 990
File View File
Organization Name SOUTH WALTON ACADEMY INC
EIN 37-1802451
Tax Period 202107
Filing Type E
Return Type 990
File View File
Organization Name SOUTH WALTON ACADEMY
EIN 37-1802451
Tax Period 202007
Filing Type E
Return Type 990
File View File
Organization Name SOUTH WALTON ACADEMY
EIN 37-1802451
Tax Period 201907
Filing Type E
Return Type 990
File View File
Organization Name SOUTH WALTON ACADEMY
EIN 37-1802451
Tax Period 201807
Filing Type P
Return Type 990
File View File
Organization Name SOUTH WALTON ACADEMY
EIN 37-1802451
Tax Period 201707
Filing Type P
Return Type 990EZ
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8895387707 2020-05-01 0491 PPP 305 MACK BAYOU RD, SANTA ROSA BEACH, FL, 32459-3111
Loan Status Date 2021-06-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 83745
Loan Approval Amount (current) 83745
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SANTA ROSA BEACH, WALTON, FL, 32459-3111
Project Congressional District FL-01
Number of Employees 11
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 84612.28
Forgiveness Paid Date 2021-05-20
8202228601 2021-03-24 0491 PPS 305 Mack Bayou Rd, Santa Rosa Beach, FL, 32459-7199
Loan Status Date 2023-07-27
Loan Status Paid in Full
Loan Maturity in Months 37
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 123317
Loan Approval Amount (current) 123317
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Santa Rosa Beach, WALTON, FL, 32459-7199
Project Congressional District FL-01
Number of Employees 20
NAICS code 611699
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

Date of last update: 02 May 2025

Sources: Florida Department of State