SHELTON ACADEMY EDUCATION FOUNDATIO (EIN 842282484) - 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

2019

Legal Domicile

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.

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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 $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

Governance

Voting Members

Independent Members

Employees

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

$20,415

Total Directors

$20,415

Key Employees

Highest Compensated

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

SHELTON ACADEMY EDUCATION FOUNDATIO