Is South Walton Montessori Academy Inc Legit?

Quick charity verification for South Walton Montessori Academy Inc (EIN: 200357959)

Verdict: South Walton Montessori Academy Inc appears trustworthy

92/100Mission Score
$1.0MRevenue
$1.5MAssets
1Red Flags
4Strengths

Red Flags

Strengths

Spending Breakdown

How South Walton Montessori Academy Inc allocates its funds across programs, administration, and fundraising.

90%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.

How to Interpret This Report

What Red Flags Mean

Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.

What Mission Score Measures

The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.

Using This Data for Donation Decisions

Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.

Frequently Asked Questions about South Walton Montessori Academy Inc

Is South Walton Montessori Academy Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, South Walton Montessori Academy Inc (EIN: 200357959) appears trustworthy. Mission Score: 92/100. 1 red flag identified, 4 strengths noted.

Is South Walton Montessori Academy Inc a good charity to donate to?

South Walton Montessori Academy Inc has a Mission Score of 92/100. Revenue: $1.0M. Assets: $1.5M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for South Walton Montessori Academy Inc?

The Employer Identification Number (EIN) for South Walton Montessori Academy Inc is 200357959. This is the unique tax ID assigned by the IRS.

What is a Mission Score?

The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.

How does South Walton Montessori Academy Inc spend its money?

South Walton Montessori Academy Inc allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify South Walton Montessori Academy Inc's tax-exempt status?

You can verify South Walton Montessori Academy Inc's tax-exempt status using EIN 200357959 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.

AI Transparency Report

South Walton Montessori Academy Inc demonstrates consistent financial operations, with revenues generally exceeding or closely matching expenses over the past decade. For instance, in the 202306 period, revenue was $953,525 against expenses of $898,168, indicating a surplus. While the latest filing (202406) shows expenses ($917,543) slightly exceeding revenue ($854,280), this appears to be an anomaly rather than a trend, and the organization maintains a healthy asset base of $1,405,100. The consistent reporting of 0% officer compensation across all filings suggests a strong commitment to directing funds towards the organization's mission rather than executive salaries, which is a positive indicator of financial efficiency and transparency. The organization's assets have remained stable, hovering around $1.3 million to $1.4 million, while liabilities have shown a general downward trend from $589,721 in 201506 to $351,484 in 202406, improving its financial stability. The NTEE code B24 (Elementary & Secondary Education) aligns with its mission as a Montessori Academy. The absence of reported officer compensation is a significant factor in assessing its spending efficiency, as it implies that leadership is either volunteer-based or compensated through other means not categorized as officer compensation, which typically reduces administrative overhead. Overall, the academy appears to be a financially stable and efficiently run educational institution.

View Full Transparency Report →

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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