Public Charity

SOUTH WALTON MONTESSORI ACADEMY INC

SOUTH WALTON MONTESSORI ACADEMY INC, of SANTA ROSA BEACH, FL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $1.0M in revenue, $942K in expenses, $1.5M in total assets.

EIN: 200357959 SANTA ROSA BEACH, FL Latest filing: 2025
Total Revenue$1.0M
Total Expenses$942K
Total Assets$1.5M
Grant Records0
Filing Years2020–2025

Mission

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.

Officers & Directors

DIRECTOR OF FINANCE Catherine Beall
DIRECTOR OF OPERATIONS Elizabeth Brock
TRUSTEE Mary Redmann
CHAIRPERSON Shannon Singley

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $1.0M $942K $1.5M
2024 $854K $918K $1.4M
2023 $954K $898K $1.5M
2021 $976K $860K $1.5M
2020 $892K $867K $1.5M

Between 2020 and 2025, reported annual revenue grew from $892K to $1.0M (+14%), with total assets most recently reported at $1.5M.

Interactive year-over-year charts and full filing details available with membership.

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