JUNE SHELTON SCHOOL AND EVALUATION CENTER (EIN 751507280) - 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

1976

Legal Domicile

Principal Officer

SUZANNE STELL

Phone

9727741772

Tax Period

2024-06-01 to 2025-05-31

JUNE SHELTON SCHOOL AND EVALUATION CENTER, founded in 1976, is a mid-sized nonprofit in the Education sector that reported $50.3M in total revenue in fiscal year 2024.

Mission

MAKING A DIFFERENCE BY SERVING AND EMPOWERING THE LIVES OF STUDENTS WHO LEARN DIFFERENTLY.

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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 $2,566,955

Program Service Revenue $45,980,094

Investment Income $733,041

Other Revenue $982,551

TOTAL REVENUE $50,262,641

Expense Breakdown

Grants Paid $11,309,034

Salaries & Benefits $30,337,782

Fundraising Expenses $821,776

Program Expenses $49,034,162

Other Expenses $13,096,149

TOTAL EXPENSES $54,742,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,262,641	$49,015,806	+0.0%
Expenses	$54,742,965	$50,208,922	+0.1%
Net Income	$-4,480,324	$-1,193,116	+2.8%

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

480

Volunteers

149

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

$713,201

Total Directors

$431,783

Key Employees

$399,306

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN NEWBY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TERRI WEST	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
GARY L WEBB	CHAIRMAN EMERITUS	1.00	Officer Director	$0	$0	$0
HOLLY VITULLO	SECRETARY	1.00	Officer Director	$0	$0	$0
SUZANNE STELL	EXECUTIVE DIRECTOR	40.00	Officer Director	$395,932	$35,851	$431,783
EDWIN S BELL	TRUSTEE	1.00	Director	$0	$0	$0
DIANE BYRD	TRUSTEE	1.00	Director	$0	$0	$0
KEITH CONLON	TRUSTEE	1.00	Director	$0	$0	$0
BILL CORRIGAN	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER COX	TRUSTEE	1.00	Director	$0	$0	$0
SANDY CROSLAND	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES G DANNIS	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE DEAN	TRUSTEE	1.00	Director	$0	$0	$0
GREG DELAGI	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER DIX PHD	TRUSTEE	1.00	Director	$0	$0	$0
CHASE EVANS	TRUSTEE	1.00	Director	$0	$0	$0
HOLT FOSTER	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER HUNT GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
CLIFFORD HAHNE	TRUSTEE	1.00	Director	$0	$0	$0
TIM HARRIGAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID T HELFFRICH JR	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH J HUGHES	TRUSTEE	1.00	Director	$0	$0	$0
RENEE JANSEN	TRUSTEE	1.00	Director	$0	$0	$0
LEON KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
SHANON J LEONARD	TRUSTEE	1.00	Director	$0	$0	$0
DAVID F MARTINEAU	TRUSTEE	1.00	Director	$0	$0	$0
IRA MATSIL	TRUSTEE	1.00	Director	$0	$0	$0
CHASE MILLER	TRUSTEE	1.00	Director	$0	$0	$0
JIM MITCHELL	TRUSTEE	1.00	Director	$0	$0	$0
SAM PAULOS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM F RAPIER	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK RUBIN	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL RUCKER-SCHMIDT MD	TRUSTEE	1.00	Director	$0	$0	$0
JANICE C RYAN	TRUSTEE	1.00	Director	$0	$0	$0
BHARAT SUNDARAM	TRUSTEE	1.00	Director	$0	$0	$0
CORY WHITAKER	TRUSTEE	1.00	Director	$0	$0	$0
KEITH WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
CELESTE ZUCH	TRUSTEE	1.00	Director	$0	$0	$0
PAUL NEUBACH MD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES BOOTS REEDER	TRUSTEE	1.00	Director	$0	$0	$0
KELLY VAN DEN HANDEL	CFO / TREASURER	40.00	Officer	$259,466	$21,952	$281,418
CHRISTI CONTRERAS	CHIEF ADVANCEMENT OFFICER	40.00	Key Emp	$195,661	$21,757	$217,418
DAWN LEWIS	CHIEF PEOPLE OFFICER	40.00	Key Emp	$164,712	$17,176	$181,888
MELLANY L BARNETT	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$162,837	$13,303	$176,140
LAURE R AMES	DIRECTOR OF EVALUATION CEN	40.00	Highest	$147,131	$18,134	$165,265
GULZAR BABOOL	DIRECTOR OF OUTREACH	40.00	Highest	$190,566	$7,673	$198,239
ALAN BURT	DIRECTOR OF ATHLETICS	40.00	Highest	$145,801	$17,730	$163,531
CHRISTINE DAVIS	HEAD OF LOWER SCHOOL	40.00	Highest	$145,544	$17,702	$163,246

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	$50,262,641	$54,742,965	$60,601,190	$-4,480,324
2024	$49,015,806	$50,208,922	$66,862,207	$-1,193,116
2023	$48,854,428	$41,687,744	$67,602,204	$7,166,684
2022	$47,930,088	$43,298,286	$46,239,042	$4,631,802
2021	$34,694,932	$34,093,829	$43,514,665	$601,103
2020	$29,779,345	$31,327,411	$37,931,961	$-1,548,066
2019	$31,443,903	$31,597,343	$36,298,074	$-153,440
2018	$30,014,633	$29,564,512	$34,980,702	$450,121

JUNE SHELTON SCHOOL AND EVALUATION CENTER