2017-04-18T16:45:05-05:00 2016-05-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2015-06-01 751507280 JUNE SHELTON SCHOOL & EVALUATION CENTER JUNE 9727741772 15720 HILLCREST ROAD DALLAS TX 75248 GLEN BROWN CFO 9727741772 2017-04-12 1 TANI T VO P01430492 2148717500 2015 2021-01-29 14:40:06Z SUZANNE STELL 15720 HILLCREST ROAD DALLAS TX 75248 28152276 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. 39 38 405 319 0 0 955641 2017343 23053304 25233909 0 3436 420805 223172 24429750 27477860 202114 976300 0 0 17212375 17827283 40857 43501 191458 4963593 5778140 22418939 24625224 2010811 2852636 25456179 30562760 22785625 25077424 2670554 5485336 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 17671514 976300 23988992 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 SERVES SOME 919 STUDENTS ANNUALLY. GRADUATES HAVEAN 85% SUCCESS RECORD OF ENTERING A 4-YEAR COLLEGE. 2244633 1840174 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. 19916147 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 38 0 1 405 1 0 0 0 0 0 1 1 0 0 0 0 X 39 38 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 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 GLEN BROWN CHIEF FINANCIAL OFFICER/TREASURER 40.00 2.00 X X 172011 0 399 SUZANNE STELL EXECUTIVE DIRECTOR / CEO 40.00 2.00 X X 234028 0 7264 LEON KAPLAN SECRETARY 1.00 0.00 X X 0 0 0 BARBARA NOVOTNY TRUSTEE 1.00 0.00 X 0 0 0 BENTON W MARKEY TRUSTEE 1.00 1.00 X 0 0 0 BERT BLAIR TRUSTEE 1.00 0.00 X 0 0 0 BOBBIE SPARKS WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 BRAD REEVES TRUSTEE 1.00 0.00 X 0 0 0 CHARLOTTE ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 CHRIS DREILING MD TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER GEYMULLER TRUSTEE 1.00 0.00 X 0 0 0 CHUCK DANNIS TRUSTEE 1.00 0.00 X 0 0 0 CLIFFORD HAHNE TRUSTEE 1.00 0.00 X 0 0 0 DAVID MARTINEAU TRUSTEE 1.00 0.00 X 0 0 0 DAVID T HELFFRICH JR TRUSTEE 1.00 0.00 X 0 0 0 DEE VELVIN TRUSTEE 1.00 0.00 X 0 0 0 DIANE BYRD TRUSTEE 1.00 0.00 X 0 0 0 EDWARD J HEFFERMAN TRUSTEE 1.00 0.00 X 0 0 0 EDWIN S BELL TRUSTEE 1.00 0.00 X 0 0 0 HEATHER HUNT GRAHAM TRUSTEE 1.00 0.00 X 0 0 0 HOLLY VITULLO TRUSTEE 1.00 0.00 X 0 0 0 J CROZIER BROWN TRUSTEE 1.00 0.00 X 0 0 0 JANICE C RYAN TRUSTEE 1.00 0.00 X 0 0 0 JOHN ASPINWALL TRUSTEE 1.00 0.00 X 0 0 0 KEITH WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 KEN LUCE TRUSTEE 1.00 0.00 X 0 0 0 KENNETH J HUGHES TRUSTEE 1.00 0.00 X 0 0 0 MARK C CARNEY TRUSTEE 1.00 0.00 X 0 0 0 MARY M YOUNG TRUSTEE 1.00 0.00 X 0 0 0 NANCY DIEBOLT TRUSTEE 1.00 0.00 X 0 0 0 PATTI PACE TRUSTEE 1.00 0.00 X 0 0 0 STEVEN K DEWOLF TRUSTEE 1.00 0.00 X 0 0 0 SUSAN GRIFFITHS TRUSTEE 1.00 0.00 X 0 0 0 TED CASEY TRUSTEE 1.00 0.00 X 0 0 0 TERESA L WEST TRUSTEE 1.00 0.00 X 0 0 0 VERONICA LEWIS TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM F RAPIER TRUSTEE 1.00 0.00 X 0 0 0 PAUL NEUBACH MD VICE CHAIRMAN 1.00 0.00 X X 0 0 0 LAURE AMES DIRECTOR OF EVALUATION CENTER 40.00 0.00 X 106266 0 5810 NANCY COFFMAN DIRECTOR OF OUTREACH 40.00 0.00 X 133064 0 5810 JOYCE S PICKERING HUMD EXECUTIVE DIRECTOR EMERITA 40.00 2.00 X 109326 0 2171 LINDA KNEESE HEAD OF SCHOOL 40.00 0.00 X 113014 0 5810 867709 0 27264 6 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 546837 ENTRUST ONE FACILITY SERVICES INC 11142 SHADY TRAIL DALLAS TX 75229 JANITORIAL SERVICES 213780 ORCHESTRA HR 5050 SPRING VALLEY DALLAS TX 75244 THIRD PARTY ADMINISTRATIVE SERVICES 213260 ABCO INC 1621 WALL ST DALLAS TX 75215 PRINTING SERVICES 135713 LANE GORMAN TRUBITT LLC 2626 HOWELL ST 7TH FLOOR DALLAS TX 75203 AUDIT AND TAX SERVICES 118900 5 X 1163154 854189 209465 2017343 TUITION 900099 22958534 22958534 EVALUATION & OUTREACH 900099 1840174 1840174 PARENT ASSOCIATION PROCEEDS 900099 302620 302620 APPLICATION FEES 900099 132581 132581 25233909 3436 3436 215136 1163154 644178 -429042 -429042 87195 30238 56957 56957 OTHER INCOME 900099 447183 447183 OTHER SUPPORT GROUP PROCEEDS 900099 148074 148074 595257 27477860 25829166 0 -368649 80000 80000 896300 896300 467926 68991 320346 78589 14831599 14831599 457000 457000 973923 973923 1096835 1096835 32083 32083 57350 57350 43501 43501 13385 13385 528002 528002 69368 69368 715915 426118 289797 519074 519074 244614 244614 174524 174524 703904 703904 241722 241722 DINING 743470 743470 REPAIRS AND MAINTENANCE 664486 664486 CLASSROOM EXPENSES 572292 215631 356661 DUES AND SUBSCRIPTIONS 188388 188388 309563 126280 183283 24625224 19916147 4517619 191458 5279911 5070996 0 25000 13207468 17107297 737181 707770 17124241 11181114 4971810 5943127 1259809 1708570 25456179 30562760 2070825 2505721 20439211 21935605 275589 636098 22785625 25077424 X 2670554 5485336 2670554 5485336 25456179 30562760 2852636 -37854 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6874388 144358 -188803 132158 6697785 6442451 277916 256973 1130 101822 6874388 5747159 284827 488159 77694 6442451 3494491 951157 604609 178725 92901 4778631 3423653 274060 1995 163999 41218 3494491 0.58710 0.04480 0.36810 0 1 1 8578279 4843144 3735135 7540227 6337970 1202257 1005735 1005735 5943127 CAPITAL LEASE COMPUTER CURRENT 636098 636098 X 26699448 -37854 -37854 26737302 13385 727173 740558 27477860 23884666 161877 161877 23722789 13385 889050 902435 24625224 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, 2016 AND 2015, 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 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -161,877. RECLASS OF FINANCIAL AID, NETTED WITH REVENUE 889,050. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE 161,877. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FINANCIAL AID, NETTED WITH REVENUE 889,050. SCHEDULE D, PART V, COLUMNS C AND D BEGINNING OF YEAR BALANCE IN COLUMN (C) DIFFERS FROM END OF YEAR BALANCE IN COLUMN (D) 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 98866 43501 55365 98866 43501 55365 TX AUCTION 1259490 1104354 155136 197655 49115 174637 173972 37428 GOLF TOURN. 118800 58800 60000 11371 1378290 1163154 215136 197655 49115 174637 173972 48799 644178 -429042 87195 4780 25458 1 0.96000 87195 4780 25458 30238 56957 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. SCHEDULE G, PART II FUNDRAISING EVENTS THE SCHOOL HELD TWO MAJOR FUNDRAISING EVENTS DURING THE FISCAL YEAR. ITS AUCTION AND GOLF TOURNAMENT HAD GROSS RECEIPTS OF $1,378,290 AND DIRECT EXPENSES OF $644,178, RESULTING IN A NET PROFIT OF $734,112. 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 $1,163,154 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) 80000 ENDOWMENT 1 FINANCIAL AID TO STUDENTS ATTENDING SHELTON 95 896300 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 GLEN BROWN CHIEF FINANCIAL OFFICER/TREASURER 157011 0 15000 0 0 0 0 0 399 0 172410 0 0 0 SUZANNE STELL EXECUTIVE DIRECTOR / CEO 206879 0 25000 0 2149 0 1792 0 5472 0 241292 0 0 0 LEON KAPLAN SECRETARY/TRUSTEE 124199 PRINTED EDUCATIONAL MATERIALSLEON KAPLAN IS PRESIDENT OF ABCO, INC., WHICH PROVIDED PRINTING SERVICES OF EDUCATIONAL MATERIAL FOR THE SCHOOL. 0 BERT BLAIR TRUSTEE 60070 LANDSCAPING SVCS.BERT BLAIR IS PRESIDENT OF YELLOW ROSE LANDSCAPING SERVICES, WHICH PROVIDED LANDSCAPING SERVICES TO THE SCHOOL. 0 X 3 7030 FMV X NON-CASH AUCTION DONATIONS 76 197655 FMV X NON-CASH GOLF DONATIONS 45 4780 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 11 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 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. PART VIII, LINE 8 FUNDRAISING EVENTS THE SCHOOL HELD TWO MAJOR FUNDRAISING EVENTS DURING THE FISCAL YEAR. ITS AUCTION AND GOLF TOURNAMENT HAD GROSS RECEIPTS OF $1,378,290 AND DIRECT EXPENSES OF $644,178, RESULTING IN A NET PROFIT OF $734,112. 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 $1,163,154 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. 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 11A, I SHELTON SCHOOL 1 THE JUNE F SHELTON LEGACY FNDN 15720 HILLCREST RD DALLAS TX 75248 202131507 SUPPORT TX 501(C)(3) LINE 11A, 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 80000 FMV