JUNE SHELTON SCHOOL AND EVALUATION… - 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

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

SHELTON IS A SCHOOL AND RESOURCE CENTER DEDICATED TO MAKING A DIFFERENCE BY SERVING AND EMPOWERING THE LIVES OF STUDENTS WHO LEARN DIFFERENTLY BECAUSE NOT ALL GREAT MINDS THINK ALIKE.

Program Service Accomplishments

Program 1

Expenses: $45,708,130 Revenue: $44,993,923

SHELTON SCHOOL IS AN INDEPENDENT, NONSECTARIAN, COEDUCATIONAL, NONPROFIT SCHOOL WHOSE PURPOSE IS TO PROVIDE EXCELLENCE IN EDUCATION TO STUDENTS OF AVERAGE TO ABOVE- AVERAGE INTELLIGENCE WITH LEARNING DIFFERENCES FROM PRESCHOOL THROUGH GRADE 12. THE SCHOOL OFFERS A COMPREHENSIVE CURRICULUM WITH A STRONG ACADEMIC ORIENTATION AND A NURTURING FAMILY ATMOSPHERE THAT CONSIDERS THE PHYSICAL, INTELLECTUAL, EMOTIONAL AND SOCIAL GROWTH OF EACH STUDENT. SHELTON SERVED 1,136 STUDENTS THIS PAST YEAR. 96% OF SENIOR YEAR STUDENTS ENTERED INTO A 4-YEAR COLLEGE PROGRAM.

Program 2

Expenses: $3,326,032 Revenue: $2,220,251

THE OUTREACH PROGRAM EXTENDS SHELTON'S APPROACHES TO THOSE BEYOND ITS STUDENT BODY. SERVICES INCLUDE SUMMER SCHOOL, TEACHER TRAINING, TUTORING PROGRAM IN READING / WRITING / SPELLING, ONLINE...

THE OUTREACH PROGRAM EXTENDS SHELTON'S APPROACHES TO THOSE BEYOND ITS STUDENT BODY. SERVICES INCLUDE SUMMER SCHOOL, TEACHER TRAINING, TUTORING PROGRAM IN READING / WRITING / SPELLING, ONLINE TRAINING, PRESENTATIONS AT CONFERENCES AND WORKSHOPS, AND COLLABORATIVE PROGRAMS WITH COLLEGES AND UNIVERSITIES. THE SPEECH CENTER PROVIDES SERVICES FOR COMMUNITY CHILDREN AND ADULTS, BOTH ON AND OFF CAMPUS. SERVICES INCLUDES INDIVIDUAL / GROUP THERAPY, STAFF DEVELOPMENT FOR PROFESSIONALS, AND SCREENINGS FOR OTHER SCHOOLS. THE EVALUATION CENTER PROVIDES A VARIETY OF EVALUATIONS TO THE COMMUNITY. PSYCHOEDUCATIONAL, NEUROPSYCHOLOGICAL, AND PSYCHOLOGICAL CLIENTS ARE SEEN AND EVALUATED FOR LEARNING DISABILITIES AND RELATED DISORDERS.

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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