2026-05-14T14:00:25-05:00 2025-06-30 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2024-07-01 581077042 GEORGE WALTON ACADEMY INC GEOR 7702677578 1 BULLDOG DRIVE MONROE GA 30655 LAURA CALVERT BUSINESS MANAGER 7702677578 2026-05-14 1 1 TIFFANY T ORR CPA P01559485 7703948000 2026-05-14 2024 2025-03-06 01:10:19Z LAURA CALVERT 1 BULLDOG DRIVE MONROE GA 30655 15504828 0 X WWW.GWA.COM X 1969 GA GEORGE WALTON ACADEMY PROVIDES CHALLENGING INSTRUCTION, ENGAGING EXPERIENCES, AND GLOBAL PERSPECTIVES DESIGNED TO INSPIRE LIVES OF INTELLECTUAL CURIOSITY, INTEGRITY, AND PURPOSE. 14 14 237 100 0 0 1100785 3053732 11655235 12167063 59093 -121672 126946 91986 12942059 15191109 507992 623348 0 0 8168542 8554205 0 0 227177 4484581 5205130 13161115 14382683 -219056 808426 21179422 22120533 11306789 11156726 9872633 10963807 GEORGE WALTON ACADEMY PROVIDES CHALLENGING INSTRUCTION, ENGAGING EXPERIENCES, AND GLOBAL PERSPECTIVES DESIGNED TO INSPIRE LIVES OF INTELLECTUAL CURIOSITY, INTEGRITY, AND PURPOSE. 0 0 11705081 623348 12190446 GEORGE WALTON ACADEMY PROVIDES EXTRAORDINARY PROGRAMING TO ENSURE A BALANCED, WELL-ROUNDED STUDENT EXPERIENCE IN ACADEMICS, ATHLETICS, AND THE ARTS THAT ENCOURAGES STUDENTS TO DISCOVER AND PURSUE THEIR MANY TALENTS. 11705081 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 57 0 1 237 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 GA X X LAURA CALVERT 7702677578 1 BULLDOG DRIVE MONROE GA 30655 MELISSA CHAPMAN CHAIR 1.00 X X 0 0 0 SCOTT BRISCOE VICE CHAIR 1.00 X X 0 0 0 JASON MCCARTHY TREASURER 1.00 X X 0 0 0 ANDREA HILL SECRETARY 1.00 X X 0 0 0 BILL BRYSON TRUSTEE 1.00 X 0 0 0 CHRISTY ELLERBEE TRUSTEE 1.00 X 0 0 0 MICHAEL GEOFFROY TRUSTEE 1.00 X 0 0 0 RICHARD HESTER TRUSTEE 1.00 X 0 0 0 BOB HILL TRUSTEE 1.00 X 0 0 0 GARY HOBBS TRUSTEE 1.00 X 0 0 0 R MICHAEL MALCOM TRUSTEE 1.00 X 0 0 0 TAYLOR MANRY TRUSTEE 1.00 X 0 0 0 VICKY PEPPERS TRUSTEE 1.00 X 0 0 0 ROY ROBERTS TRUSTEE 1.00 X 0 0 0 JOHN MARSHALL HEAD OF SCHOOL 40.00 X 320613 0 27255 JENNI COLE CHIEF FINANCIAL OFFICER 40.00 X 112238 0 6006 432851 0 33261 2 0 1 0 SOUTHERN TRADITIONS LANDSCAPING LLC 146 HWY 138 BOX 343 MONROE GA 30655 LANDSCAPING SERVICES 115863 PREMIER CLEANING INC 146 MLK JR BLVD 189 MONROE GA 30655 CLEANING SERVICES 115725 2 108640 971746 1973346 162992 3053732 TUITION AND FEES 611110 10655461 10655461 AUXILIARY SERVICES 611110 1511602 1511602 12167063 66211 66211 187883 -187883 -187883 -187883 108400 108640 39797 68603 68603 109422 86039 23383 23383 15191109 12190446 0 -53069 623348 623348 440265 331006 97828 11431 6915146 5199042 1536567 179537 247773 186284 55056 6433 426379 320566 94743 11070 524642 410208 99758 14676 11635 11635 53673 53673 324216 57114 267102 141040 141040 70584 58018 12566 278546 278546 395332 381795 12891 646 31299 31299 312085 301399 10176 510 1027149 991980 33492 1677 194901 187589 6963 349 STUDENT SERVICES 978610 978610 CAFETERIA 612576 612576 REPAIRS AND MAINTENANCE 519375 501592 16935 848 INSTRUCTIONAL EXPENSES 182477 182477 71632 71632 14382683 11705081 2450425 227177 139280 17348 2462238 2933565 2330107 3100762 101992 86377 20653 0 56427 56427 30037449 14374374 15744738 15663075 323987 262979 21179422 22120533 1011413 1217286 5089295 4859195 4930768 4812312 275313 267933 11306789 11156726 X 9523460 9846752 349173 1117055 9872633 10963807 21179422 22120533 808426 282748 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4638635 4638635 22111343 11736097 10375246 3230584 2638277 592307 56887 56887 15663075 FINANCE LEASE OBLIGATIONS 241188 OPERATING LEASE OBLIGATIONS 26745 267933 X 15488314 282748 166718 449466 15038848 152261 152261 15191109 14397140 18710 166718 185428 14211712 170971 170971 14382683 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE SCHOOL IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE SCHOOL CONSIDERS ALL OF ITS ACTIVITIES TO BE DIRECTLY RELATED TO ITS EXEMPT PURPOSE IN 2025 AND 2024. THE SCHOOL UTILITIES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2025 AND 2024, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 39,797. BOOKSTORE EXPENSES 58,407. YEARBOOK EXPENSES 27,632. LOSS ON DISPOSAL OF ASSETS 40,882. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT/IN-KIND CONTRIBUTION RECONCILIATION 152,261. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 39,797. BOOKSTORE EXPENSES 58,407. YEARBOOK EXPENSES 27,632. LOSS ON DISPOSAL OF ASSETS 40,882. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT/IN-KIND/DONATED SERVICES CONTRIBUTION RECONCILIATION 170,971. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ACADEMY DOES NOT RACIALLY DISCRIMINATE AGAINST ANY APPLICANTS BUT DOES NOT PUBLICIZE ITS DISCRIMINATION POLICY. LUCKY DAWG GALA 217040 108640 108400 1054 3600 15485 3980 6079 OTHER EVENTS 9599 217040 108640 108400 1054 3600 15485 3980 15678 39797 68603 1 STAFF-FACULTY STUDENT DISCOUNTS 53 565850 DIRECT CASH ASSISTANCE GRADUATING SENIORS SCHOLARSHIP AWARDS 11 13000 DIRECT CASH ASSISTANCE TEACHER APPRECIATION 237 44498 FMV OF ASSISTANCE X 1 0 X X 0 0 0 0 0 0 0 1 0 JOHN MARSHALL HEAD OF SCHOOL 263098 0 57515 0 0 0 9500 0 17755 0 347868 0 0 0 PART I, LINE 1A HEALTH CLUB AND SOCIAL CLUB DUES ARE PAID ON BEHALF OF THE EXECUTIVE DIRECTOR. PART I, LINE 7 THE ORGANIZATION PROVIDED A BONUS (NON-FIXED FOR FISCAL YEAR) TO THE HEAD OF SCHOOL OUTSIDE OF THE ANNUAL INCENTIVE BONUS CONTRACT AMOUNT. VICKY PEPPERS BOARD MEMBER 18710 LAND AND PROPERTY IMPROVEMENTS, NON-MONETARY ASSETS 0 SCOTT BRISCOE BOARD MEMBER 264038 LAND AND PROPERTY IMPROVEMENTS, NON-MONETARY ASSETS 0 X 3 54532 FMV AT SALE OF STOCK X GALA EVENT 60 108640 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE ACCOUNTING STAFF AND THE HEADMASTER TO REVIEW AND PRESENTED TO THE GOVERNING BOARD FOR DISCUSSION BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER, AND EMPLOYEE IS ASKED TO SIGN ANNUALLY A STATEMENT REFLECTING HIS OR HER CONTINUED AWARENESS AND UNDERSTANDING OF THIS POLICY. AT THE SAME TIME, THE INDIVIDUAL WILL REPORT THE ABSENCE OF POTENTIAL CONFLICTS OR POSSIBLE AREAS OF CONCERN AND WILL LIST PERSONAL AND BUSINESS RELATIONSHIPS WHICH MAY APPEAR TO PRESENT A CONFLICT OF INTEREST. IN ALL CONFLICT OF INTEREST PROCEDURES, TRUSTEES AND OFFICERS SHALL DIRECT ALL DISCLOSURE STATEMENTS IN WRITING TO, AND DEAL AS NECESSARY WITH, THE CHAIRMAN OF THE FINANCE COMMITTEE; EMPLOYEES SHALL DIRECT ALL DISCLOSURE STATEMENTS IN WRITING TO, AND DEAL AS NECESSARY WITH, THE HEADMASTER. THE HEADMASTER SHALL MAKE HIS DISCLOSURE STATEMENT IN WRITING TO, AND DEAL AS NECESSARY WITH THE CHAIRMAN OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE MEMBERS OF THE GOVERNING BOARD ARE NOT COMPENSATED. THE SALARY OF THE TOP MANAGEMENT OFFICIAL IS DETERMINED BY THE GOVERNING BOARD BY PERFORMING A MARKET-BASED ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS OF THE AUDIT COMMITTEE HAS NOT CHANGED SINCE THE LAST AUDIT.