SHELTON ACADEMY EDUCATION FOUNDATIO

EIN: 842282484 501(c)(3) Philanthropy & Grantmaking

DORAL, FL

Total Revenue
$1,702,006
Total Expenses
$1,131,899
Total Assets
$9,088,035
Net Assets
$4,039,794
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
FL
Principal Officer
SOFIA LAVALLE
Phone
3057606500
Tax Period
2024-01-01 to 2024-12-31

SHELTON ACADEMY EDUCATION FOUNDATIO, founded in 2019, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $570K, a strong 33% operating margin.

Mission

OUR MISSION IS TO REACH AND SERVE THE COMMUNITY WITH A HIGH-QUALITY EDUCATION AND A WELL-ROUNDED SPIRITUAL FORMATION. ADDITIONALLY, THE FOUNDATION HELPS WITH THE PROMOTION, DEVELOPMENT, AND FINANCING OF THE ACTIVITIES AT SHELTON ACADEMY, THE FIRST INDEPENDENT CATHOLIC SCHOOL

Program Service Accomplishments

Program 1

PROMOTION, DEVELOPMENT, AND FINANCING OF ACTIVITIES AT SHELTON ACADEMY.

Program 2

CONDUCTING EDUCATIONAL WORKSHOPS FOR SCHOOL TEACHERS.

Program 3

SPONSORING EVENTS FOR CHILDREN AND PARENTS ENROLLED IN THE SCHOOL MUSIC PROGRAM.

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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 $1,704,178
Program Service Revenue $0
Investment Income $38
Other Revenue $-2,210
TOTAL REVENUE $1,702,006

Expense Breakdown

Grants Paid $8,017
Salaries & Benefits $22,386
Fundraising Expenses $44,267
Program Expenses $988,186
Other Expenses $1,101,496
TOTAL EXPENSES $1,131,899

Year-over-Year Comparison

2024 2023 Change
Revenue $1,702,006 $1,036,125 +0.6%
Expenses $1,131,899 $2,002,496 -0.4%
Net Income $570,107 $-966,371 -1.6%
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
5
Independent Members
5
Employees
1
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
1
$20,415
Total Directors
5
$20,415
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SOFIA LAVALLE PRESIDENT 10.00
Officer Director
$20,415 $0 $20,415
JAIME GARCIA DEL BARRIO DIRECTOR 10.00
Director
$0 $0 $0
IGNACIO CONTRERAS DIRECTOR 10.00
Director
$0 $0 $0
ALESSANDRA LANTE DIRECTOR 10.00
Director
$0 $0 $0
DIEGO ZULOAGA DIRECTOR 10.00
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 $1,702,006 $1,131,899 $9,088,035 $570,107
2023 $1,036,124 $2,002,496 $11,224,401 $-966,372
2022 $2,490,343 $1,986,991 $11,766,827 $503,352
2021 $3,093,598 $657,337 $4,422,706 $2,436,261
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