SHELTON LANDMARK FOUNDATION (EIN 202532325) - 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

2005

Legal Domicile

Principal Officer

JAMES B REEDER

Phone

9727741772

Tax Period

2024-06-01 to 2025-05-31

SHELTON LANDMARK FOUNDATION, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.3M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.4M, a strong 23% operating margin.

Mission

TO SUPPORT AND BENEFIT THE JUNE SHELTON SCHOOL AND EVALUATION CENTER

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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 $3,606,972

Program Service Revenue $2,068,400

Investment Income $623,086

Other Revenue $0

TOTAL REVENUE $6,298,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,766,256

Other Expenses $4,850,868

TOTAL EXPENSES $4,850,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,298,458	$11,246,322	-0.4%
Expenses	$4,850,868	$16,326,188	-0.7%
Net Income	$1,447,590	$-5,079,866	-1.3%

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

$281,418

Total Directors

$431,783

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES B REEDER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
GARY L WEBB	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT L WALKER	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL NEUBACH	TRUSTEE	1.00	Director	$0	$0	$0
CINDY WARD	TRUSTEE	1.00	Director	$0	$0	$0
PAUL BILLINGS	TRUSTEE	1.00	Director	$0	$0	$0
ED COPELAND	TRUSTEE	1.00	Director	$0	$0	$0
SUZANNE STELL	EXECUTIVE DIRECTOR	1.00	Director	$0	$35,851	$431,783
JOYCE S PICKERING	EXECUTIVE DIRECTOR EMERITA	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	$6,298,458	$4,850,868	$94,156,929	$1,447,590
2024	$11,246,322	$16,326,188	$101,335,791	$-5,079,866
2023	$3,323,437	$5,571,959	$113,293,258	$-2,248,522
2022	$9,909,394	$4,951,692	$120,539,366	$4,957,702
2021	$5,268,116	$3,958,045	$125,114,396	$1,310,071
2020	$31,696,604	$2,728,633	$113,144,769	$28,967,971
2019	$10,732,370	$1,677,031	$62,450,938	$9,055,339
2018	$13,914,400	$2,858,598	$52,132,728	$11,055,802

SHELTON LANDMARK FOUNDATION