Shorewood Supporters of Excellence… - Form 990 Financial Data

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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

2003

Legal Domicile

Principal Officer

Melissa Nelsen

Phone

4149641842

Tax Period

2024-08-01 to 2025-07-31

Shorewood Supporters of Excellence in Educational Development, founded in 2003, is a small nonprofit in the Education sector that reported $959K in total revenue in fiscal year 2024. Revenue surged 272% from the prior year, signaling strong growth momentum. The organization ran a surplus of $740K, a strong 77% operating margin.

Mission

Purpose is to raise funds to support the educational programs of the Shorewood School District.

Program Service Accomplishments

Program 1

Expenses: $157,661

Technology, Math Curriculum, and after school enrichment grants to the Shorewood School District.

Program 2

Expenses: $33,570

Awards to teachers in recognition of their educational contributions to Shorewood School District

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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 (2024)

Revenue Breakdown

Contributions & Grants $911,604

Program Service Revenue $0

Investment Income $51,280

Other Revenue $-4,187

TOTAL REVENUE $958,697

Expense Breakdown

Grants Paid $179,336

Salaries & Benefits $0

Fundraising Expenses $3,126

Program Expenses $191,231

Other Expenses $39,396

TOTAL EXPENSES $218,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$958,697	$257,432	+2.7%
Expenses	$218,732	$237,468	-0.1%
Net Income	$739,965	$19,964	+36.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Nelsen	President	005.00	Officer Director	$0	$0	$0
Shawn Brown-Knoernschild	Treasurer	003.00	Officer Director	$0	$0	$0
Vashti Lozier	Board member	001.00	Officer Director	$0	$0	$0
Megann Hendrix	Secretary	003.00	Officer Director	$0	$0	$0
Ian Elfe	Board member	001.00	Director	$0	$0	$0
Carman Empey	Board member	001.00	Director	$0	$0	$0
Tracey Barrett	Board member	001.00	Director	$0	$0	$0
Sarah Hammond	Board member	001.00	Director	$0	$0	$0
Sarah McEneany	Board member	001.00	Director	$0	$0	$0
Sarah Lehmann	Board member	001.00	Director	$0	$0	$0
Kelly Stason	Board member	001.00	Director	$0	$0	$0
Angie Price	Board member	001.00	Director	$0	$0	$0
Mandy Krueger	Board member	001.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$958,697	$218,732	$2,885,012	$739,965
2024	$257,432	$237,468	$2,002,016	$19,964
2023	$204,486	$217,149	$1,816,145	$-12,663
2022	$216,703	$267,676	$1,727,695	$-50,973
2021	$395,427	$242,454	$1,946,325	$152,973
2020	$196,523	$369,978	$1,482,774	$-173,455

Shorewood Supporters of Excellence in Educational Development