2018-04-17T10:23:57-05:00 2017-05-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2016-06-01 751507280 JUNE SHELTON SCHOOL & EVALUATION CENTER JUNE 9727741772 15720 HILLCREST ROAD DALLAS TX 75248 GLEN BROWN CFO 9727741772 2018-04-17 1 JAMES A YOUNGBLOOD CPA P00047431 2148717500 74.202.44.50 2018-04-17 10:22:47 CD P 96DEC4B82EB1ECFDBF1E092FF1B2111F1CE4726D 96DEC4B82EB1ECFDBF1E092FF1B2111F1CE4726D 2016 2021-01-29 14:40:06Z SUZANNE STELL 15720 HILLCREST ROAD DALLAS TX 75248 28970871 0 X WWW.SHELTON.ORG X 1976 TX 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. 40 35 433 252 0 0 2017343 1685249 25233909 26535333 3436 3004 223172 357984 27477860 28581570 976300 1182414 0 0 17827283 19065120 43501 37556 344780 5778140 6696638 24625224 26981728 2852636 1599842 30562760 34205304 25077424 26883865 5485336 7321439 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. 0 0 19447621 1182414 25132482 SHELTON SCHOOL IS AN INDEPENDENT, NONSECTARIAN, COEDUCATIONAL,NONPROFIT SCHOOL WHOSE PURPOSE IS TO PROVIDE EXCELLENCE INEDUCATION TO STUDENTS OF AVERAGE TO ABOVE-AVERAGE INTELLIGENCEWITH LEARNING DIFFERENCES FROM PRESCHOOL THROUGH GRADE 12. THESCHOOL OFFERS A COMPREHENSIVE CURRICULUM WITH A STRONG ACADEMICORIENTATION AND A NURTURING FAMILY ATMOSPHERE THAT CONSIDERS THEPHYSICAL, INTELLECTUAL, EMOTIONAL AND SOCIAL GROWTH OF EACHSTUDENT. SHELTON SERVED 935 STUDENTS THIS PAST YEAR. 95% OF GRADUATES GO ON TO COLLEGE; 85% OF THOSE STUDENDTS ENTER INTO A 4-YEAR COLLEGE. 2278688 2022245 THE OUTREACH PROGRAM EXTENDS SHELTON'S APPROACHES TO THOSE BEYONDITS STUDENT BODY. SERVICES INCLUDE SUMMER SCHOOL, TEACHERTRAINING, TUTORING PROGRAM IN READING / WRITING / SPELLING, ONLINETRAINING, PRESENTATIONS AT CONFERENCES AND WORKSHOPS, ANDCOLLABORATIVE PROGRAMS WITH COLLEGES AND UNIVERSITIES. THE SPEECHCLINIC PROVIDES SERVICES FOR COMMUNITY CHILDREN AND ADULTS, BOTHON AND OFF CAMPUS. SERVICES INCLUDES INDIVIDUAL / GROUP THERAPY,STAFF DEVELOPMENT FOR PROFESSIONALS, AND SCREENINGS FOR OTHERSCHOOLS. THE EVALUATION CENTER PROVIDES A VARIETY OF EVALUATIONSTO THE COMMUNITY. PSYCHOEDUCATIONAL, NEUROPSYCHOLOGICAL, ANDPSYCHOLOGICAL CLIENTS ARE SEEN AND EVALUATED FOR LEARNINGDISABILITIES AND RELATED DISORDERS. 21726309 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 142 1 1 433 1 0 0 0 0 0 1 1 0 0 0 0 X 40 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GLEN BROWN 9727741772 15720 HILLCREST ROAD DALLAS TX 75248 GARY L WEBB CHAIRMAN 1.00 2.00 X X 0 0 0 JAMES B REEDER CHAIRMAN EMERITUS 1.00 1.00 X X 0 0 0 SUZANNE STELL EXECUTIVE DIRECTOR / CEO 40.00 2.00 X X 243840 0 6311 GLEN BROWN CHIEF FINANCIAL OFFICER/TREASURER 40.00 2.00 X X 182791 0 519 JOYCE S PICKERING HUMD EXECUTIVE DIRECTOR EMERITA 40.00 2.00 X X 108671 0 2504 LEON KAPLAN SECRETARY 1.00 X X 0 0 0 PAUL NEUBACH MD VICE CHAIRMAN 1.00 1.00 X X 0 0 0 BARBARA NOVOTNY TRUSTEE 1.00 X 0 0 0 BENTON W MARKEY TRUSTEE 1.00 1.00 X 0 0 0 BERT BLAIR TRUSTEE 1.00 X 0 0 0 BOBBIE SPARKS WILLIAMS TRUSTEE 1.00 X 0 0 0 BRAD REEVES TRUSTEE 1.00 X 0 0 0 CHARLOTTE JONES ANDERSON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER K DREILING MD TRUSTEE 1.00 X 0 0 0 CHRISTOPHER GEYMULLER TRUSTEE 1.00 X 0 0 0 CHARLES G DANNIS TRUSTEE 1.00 X 0 0 0 CLIFFORD HAHNE TRUSTEE 1.00 X 0 0 0 DAVID R MARTINEAU TRUSTEE 1.00 X 0 0 0 DAVID T HELFFRICH JR TRUSTEE 1.00 X 0 0 0 DIANE BYRD TRUSTEE 1.00 X 0 0 0 EDWARD J HEFFERNAN TRUSTEE 1.00 X 0 0 0 EDWIN S BELL TRUSTEE 1.00 X 0 0 0 HEATHER HUNT GRAHAM TRUSTEE 1.00 X 0 0 0 HOLLY VITULLO TRUSTEE 1.00 X 0 0 0 J CROZIER BROWN TRUSTEE 1.00 X 0 0 0 JANICE C RYAN TRUSTEE 1.00 X 0 0 0 JOHN L ASPINWALL TRUSTEE 1.00 X 0 0 0 KEITH WILLIAMS TRUSTEE 1.00 X 0 0 0 KEN LUCE TRUSTEE 1.00 X 0 0 0 KENNETH J HUGHES TRUSTEE 1.00 X 0 0 0 MARK C CARNEY TRUSTEE 1.00 X 0 0 0 MARY M YOUNG TRUSTEE 1.00 X 0 0 0 NANCY DIEBOLT TRUSTEE 1.00 X 0 0 0 PATRICIA A PACE TRUSTEE 1.00 X 0 0 0 STEVEN K DEWOLF TRUSTEE 1.00 X 0 0 0 SUSAN GRIFFITHS TRUSTEE 1.00 X 0 0 0 THEODORE R CASEY TRUSTEE 1.00 X 0 0 0 TERESA L WEST TRUSTEE 1.00 X 0 0 0 VERONICA LEWIS TRUSTEE 1.00 X 0 0 0 WILLIAM F RAPIER TRUSTEE 1.00 X 0 0 0 NANCY COFFMAN DIRECTOR OF OUTREACH 40.00 X 148237 0 6607 LINDA KNEESE HEAD OF SCHOOL 40.00 X 113720 0 6607 LAURE AMES DIRECTOR OF EVALUATION CENTER 40.00 X 105835 0 6607 903094 0 29155 6 0 1 0 CACO 921 N RIVERFRONT BLVD STE 500 DALLAS TX 75207 ARHITECTURAL SERVICES 786138 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 654729 DINI SPHERIS INC 2727 ALLEN PKWY 1650 HOUSTON TX 77019 CONSULTING SERVICES 265952 ENTRUST ONE FACILITY SERVICES INC 11142 SHADY TRAIL DALLAS TX 75229 JANITORIAL SERVICES 227362 HUITT-ZOLLARS INC 1717 MCKINNEY AVE 1400 DALLAS TX 75202 ENGINEERING SERVICES 179500 9 669452 1015797 249282 1685249 TUITION 900099 23937071 23937071 EVALUATION & OUTREACH 900099 2022245 2022245 PARENT ASSOCIATION PROCEEDS 900099 290777 290777 APPLICATION FEES 900099 285240 285240 26535333 3004 3004 84291 669452 378467 -294176 -294176 43600 10834 32766 32766 OTHER INCOME 900099 369099 369099 OTHER SUPPORT GROUP PROCEEDS 900099 250295 250295 619394 28581570 27154727 0 -258406 34997 34997 1147417 1147417 576702 206400 302074 68228 15546957 14382660 960671 203626 454000 419225 28775 6000 1329888 1329888 1157573 1062393 80200 14980 16153 16153 67675 67675 37556 37556 20384 20384 497134 242577 254557 46351 31961 14390 884113 519521 364592 937168 252141 685027 298844 298844 151565 151565 585545 585545 278024 278024 CLASSROOM EXPENSES 791060 791060 DINING 790115 790115 REPAIRS AND MAINTENANCE 709843 709843 PARENT'S ASSOCIATION EX 217110 217110 405554 405554 26981728 21726309 4910639 344780 5070996 6703984 25000 0 17107297 18638595 707770 46900 319288 17838750 11766659 5943127 6072091 1708570 2424446 30562760 34205304 2505721 3225955 21935605 23234554 636098 423356 25077424 26883865 X 5485336 7321439 5485336 7321439 30562760 34205304 1599842 236260 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6697785 57700 814978 491920 7078543 6874388 144358 -188803 132158 6697785 6442451 277916 256973 1130 101822 6874388 5747159 284827 488159 77694 6442451 3494491 951157 604609 178725 92901 4778631 0.64660 0.04240 0.31100 0 1 1 8645754 5064654 3581100 7816678 6702005 1114673 1376318 1376318 6072091 CAPITAL LEASE COMPUTER CURRENT 423356 423356 X 27624893 236260 236260 27388633 20384 1172553 1192937 28581570 25788790 0 25788790 20384 1172553 1192937 26981727 PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE ENDOWMENT FUNDS REPORTED CONSIST OF THE ACTIVITY OF A RELATED ORGANIZATION, JUNE F. SHELTON LEGACY FOUNDATION, WHICH IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE JUNE SHELTON SCHOOL AND EVALUATION CENTER. THE JUNE F. SHELTON LEGACY FOUNDATION IS A TEXAS NONPROFIT CORPORATION, THE PRINCIPAL PURPOSES OF WHICH ARE TO SUPPORT, BENEFIT AND FURTHER THE PURPOSES OF SHELTON SCHOOL, PRIMARILY BY RAISING, PRESERVING, MANAGING AND INVESTING FUNDS FOR THE BENEFIT OF SHELTON SCHOOL. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE FOLLOWING IS THE TEXT FROM THE FOOTNOTES OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE (THE "CODE") ACCORDING TO THE UNITED STATES INTERNAL REVENUE SERVICE ("IRS") DETERMINATION LETTER DATED JULY 17, 2012, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED MAY 31, 2017 AND 2016, UNRELATED BUSINESS INCOME DID NOT RESULT IN ANY MATERIAL NET TAXABLE INCOME, THEREFORE NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL IS REQUIRED TO FILE AN ANNUAL FORM 990-T WITH THE UNITED STATES INTERNAL REVENUE SERVICE FOR ANY UNRELATED BUSINESS INCOME. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SCHOOL'S FINANCIAL STATEMENTS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. THE SCHOOL IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING THE UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE SCHOOL'S INFORMATIONAL RETURNS FILED WITH THE IRS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID, NETTED WITH REVENUE 1,147,417. FUNDRAISING EXPENSES NETTED WITH REVENUE 25,136. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID, NETTED WITH REVENUE 1,147,417. FUNDRAISING EXPENSES NETTED WITH REVENUE 25,136. SCHEDULE D, PART V, COLUMNS D AND E BEGINNING OF YEAR BALANCE IN COLUMN (D) DIFFERS FROM END OF YEAR BALANCE IN COLUMN (E) BY $968,527 DUE TO PRIOR PERIOD ADJUSTMENTS RECORDED IN THE SCHOOL'S AUDITED GAAP FINANCIAL STATEMENTS DURING ITS FISCAL YEAR ENDING 5/31/2014. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS PUBLISHED IN THE EDUCATION SECTION OF THE DALLAS PAPER. X X X 1 BOOSTER ENTERPRISES 10400 OLD ALABAMA RD CONNECTOR 40 ALPHARETTA GA 30022 CONSULTING 0 78205 37556 40648 78205 37556 40648 TX AUCTION 753743 669452 84291 204215 76306 43370 29951 24625 753743 669452 84291 204215 76306 43370 29951 24625 378467 -294176 43600 10000 834 1 0.96000 43600 10000 834 10834 32766 TX 0 SEE PART IV. 0 0 0 1.00000 GLEN BROWN 15720 HILLCREST ROAD DALLAS TX 75248 0 GLEN BROWN RECORDKEEPING X 0 PART III, LINE 9B RAFFLE EXPLANATION THE TEXAS CHARITABLE RAFFLE ENABLING ACT, EFFECTIVE JANUARY 1, 1990, PERMITS "QUALIFIED ORGANIZATIONS" TO HOLD UP TO TWO RAFFLES PER CALENDAR YEAR, WITH CERTAIN SPECIFIED RESTRICTIONS. THE ORGANIZATION IS NOT REQUIRED TO REGISTER WITH THE STATE BEFORE CONDUCTING A RAFFLE IF TWO OR FEWER RAFFLES ARE HELD DURING THE CALENDAR YEAR. PART VIII, LINE 8 FUNDRAISING EVENTS THE SCHOOL HELD A MAJOR FUNDRAISING EVENTS DURING THE FISCAL YEAR. ITS AUCTION HAD GROSS RECEIPTS OF $753,743 AND DIRECT EXPENSES OF $378,467, RESULTING IN A NET PROFIT OF $375,276. PER FORM 990 INSTRUCTIONS, THE SCHOOL IS REQUIRED TO RECLASS THE CHARITABLE PORTION OF ITS FUNDRAISING GROSS RECEIPTS TO FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1C., AND THEREFORE, THE NET EFFECT OF RECLASSING CONTRIBUTIONS OF $669,452 FROM GROSS RECEIPTS AFFECTS THE PRESENTATION OF THE FUNDRAISING EVENTS' NET PROFIT AMOUNT, SHOWING A NEGATIVE NUMBER WHEN IN ACTUALITY THE FUNDRAISING EVENTS WERE PROFITABLE AND RAISED MONEY FOR THE SCHOOL. 1 JUNE F SHELTON LEGACY FOUNDATION 15720 HILLCREST ROAD DALLAS TX 75248 202131507 501(C)(3) 25000 ENDOWMENT 1 FINANCIAL AID TO STUDENTS ATTENDING SHELTON 104 1147417 0 FMV N/A PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE BOARD OF TRUSTEES APPROVES A TOTAL DOLLAR AMOUNT EACH YEAR TO BE ALLOCATED FOR FINANCIAL AID. FUNDS ARE DISTRIBUTED BASED UPON FINANCIAL NEED, STUDENT BEHAVIOR, PARTICIPATION AND ACADEMIC RECORD. X X X X 0 0 0 0 0 0 0 0 0 SUZANNE STELL EXECUTIVE DIRECTOR / CEO 218840 0 25000 0 0 0 2000 0 4311 0 250151 0 0 0 GLEN BROWN CHIEF FINANCIAL OFFICER/TREASURER 165291 0 17500 0 0 0 0 0 519 0 183310 0 0 0 NANCY COFFMAN DIRECTOR OF OUTREACH 147930 0 307 0 0 0 2000 0 4607 0 154844 0 0 0 LEON KAPLAN SECRETARY/TRUSTEE 157120 PRINTED EDUCATIONAL MATERIALSLEON KAPLAN IS PRESIDENT OF ABCO, INC., WHICH PROVIDED PRINTING SERVICES OF EDUCATIONAL MATERIAL FOR THE SCHOOL. 0 X 3 7476 FMV X NON-CASH AUCTION DONATIONS 152 194958 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS RECEIVED THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS OF FORM 990 THE 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND EXECUTIVE DIRECTOR. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY FORMS ARE COMPLETED AND REVIEWED EACH YEAR. ANY CONFLICTS ARE REVIEWED AND THAT TRUSTEE IS ASKED TO REFRAIN FROM VOTING ON ANY ISSUE AFFECTED BY THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A DETERMINATION OF COMPENSATION THE SCHOOL USES PUBLISHED INFORMATION FROM AN ACCREDITING BODY AS TO SALARY STRUCTURES BY POSITION. THE SCHOOL ALSO USES LOCAL PUBLIC AND PRIVATE SCHOOLS AS A BENCHMARK. THE EXECUTIVE COMMITTEE APPROVES THE EXECUTIVE DIRECTOR'S SALARY, WHICH IS DOCUMENTED IN THE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT BOARD NO CHANGE HAS BEEN MADE TO THE ORGANIZATION'S AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS. SHELTON LANDMARK FNDN 15720 HILLCREST RD DALLAS TX 75248 202532325 SUPPORT TX 501(C)(3) LINE 12A, I SHELTON SCHOOL 1 THE JUNE F SHELTON LEGACY FNDN 15720 HILLCREST RD DALLAS TX 75248 202131507 SUPPORT TX 501(C)(3) LINE 12A, I SHELTON SCHOOL 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 THE JUNE F SHELTON LEGACY FOUNDATION B 25000 FMV