Shelton Schools Foundation (EIN 201806538) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Principal Officer

Emily Garlich

Phone

3604265667

Tax Period

2023-01-01 to 2023-12-31

Shelton Schools Foundation, founded in 2004, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $109K exceeded revenue, resulting in a 71% operating deficit.

Mission

To operate for educational purposes and to promote, sponsor and financially support instructional enhancement, academic technology, faculty development, faculty improvement, student scholarships and athletics/activity programs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,497

Program Service Revenue $0

Investment Income $57,611

Other Revenue $0

TOTAL REVENUE $64,108

Expense Breakdown

Grants Paid $93,750

Salaries & Benefits $0

Fundraising Expenses $2,280

Program Expenses $93,750

Other Expenses $15,656

TOTAL EXPENSES $109,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,108	$95,349	-0.3%
Expenses	$109,406	$91,892	+0.2%
Net Income	$-45,298	$3,457	-14.1%

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

N/A

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
EMILY GARLICH	PRESIDENT/TREASURER	N/A	Officer	$0	$0	$0
Michaela McCoy	BOARD MEMBER	N/A	Director	$0	$0	$0
SHERYAL BALDING	VICE PRESIDENT	N/A	Officer	$0	$0	$0
EILEEN PERFREMENT	GRANTS CHAIR	N/A	Director	$0	$0	$0
SANDRA MILLER	Secretary	N/A	Director	$0	$0	$0
Taylor Muenchow	BOARD MEMBER	N/A	Director	$0	$0	$0
Ashley Dahlstrom	Board Member	N/A	Director	$0	$0	$0
Pamela Solarz	Board Member	N/A	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
2024	No data	No data	No data	No data
2023	$64,108	$109,406	$1,529,706	$-45,298
2022	$95,349	$91,892	$1,498,008	$3,457
2021	$1,680,900	$63,369	$1,759,789	$1,617,531

Shelton Schools Foundation