JUNE F SHELTON LEGACY FOUNDATION

EIN: 202131507 501(c)(3) Education

DALLAS, TX

Total Revenue
$7,870,589
Total Expenses
$2,087,017
Total Assets
$29,540,634
Net Assets
$29,540,634
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
TX
Principal Officer
PHILLIP WIGGINS
Phone
9727741772
Tax Period
2024-06-01 to 2025-05-31

JUNE F SHELTON LEGACY FOUNDATION, founded in 2004, is a community nonprofit in the Education sector that reported $7.9M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.8M, a strong 73% operating margin.

Mission

MANAGING, HOLDING AND INVESTING AN ENDOWMENT FUND FOR THE BENEFIT OF THE JUNE SHELTON SCHOOL.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,253,806
Program Service Revenue $0
Investment Income $616,783
Other Revenue $0
TOTAL REVENUE $7,870,589

Expense Breakdown

Grants Paid $1,946,600
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,946,600
Other Expenses $140,417
TOTAL EXPENSES $2,087,017

Year-over-Year Comparison

2024 2023 Change
Revenue $7,870,589 $12,194,658 -0.4%
Expenses $2,087,017 $589,776 +2.5%
Net Income $5,783,572 $11,604,882 -0.5%
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

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Governance

Voting Members
9
Independent Members
8
Employees
N/A
Volunteers
8

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
4
$281,418
Total Directors
10
$431,783
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHILLIP WIGGINS CHAIRMAN 1.00
Officer Director
$0 $0 $0
KRISTY ROBINSON VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
ROBERT L WALKER SECRETARY 1.00
Officer Director
$0 $0 $0
GARY L WEBB TRUSTEE 1.00
Director
$0 $0 $0
BENTON MARKEY TRUSTEE 1.00
Director
$0 $0 $0
CYNTHIA WILSON KRAUSE TRUSTEE 1.00
Director
$0 $0 $0
SUSAN JARZEMSKY TRUSTEE 1.00
Director
$0 $0 $0
SUZANNE STELL EXECUTIVE DIRECTOR, SCHOOL 1.00
Director
$0 $35,851 $431,783
JOYCE S PICKERING EMERITA EXEC. DIRECTOR, SC 1.00
Director
$0 $0 $0
JOHN NEWBY TRUSTEE 1.00
Director
$0 $0 $0
KELLY VAN DEN HANDEL CFO, TREASURER 1.00
Officer
$0 $21,952 $281,418
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 $7,870,589 $2,087,017 $29,540,634 $5,783,572
2024 $12,194,658 $589,776 $22,246,684 $11,604,882
2023 $892,540 $76,607 $10,029,105 $815,933
2022 $714,211 $80,015 $9,932,641 $634,196
2021 $538,948 $60,267 $10,669,781 $478,681
2020 $335,156 $53,094 $8,226,850 $282,062
2019 $743,363 $50,899 $7,789,322 $692,464
2018 $464,056 $61,534 $7,733,868 $402,522
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