2016-04-15T17:51:00-05:00 2015-05-31 751044330 LANE GORMAN TRUBITT PLLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2014-06-01 751507280 JUNE SHELTON SCHOOL & EVALUATION CENTER JUNE 9727741772 15720 HILLCREST ROAD DALLAS TX 75248 GLEN BROWN TREASURER/CFO 9727741772 2016-04-15 1 DAVID OVESEN P00740904 2148717500 2014 2016-08-17 19:52:53Z SUZANNE STELL 15720 HILLCREST ROAD DALLAS TX 75248 24769301 0 X WWW.SHELTON.ORG X 1976 TX SEE PART III. 37 36 428 290 0 0 910036 955641 21285363 23053304 0 0 774180 420805 22969579 24429750 3709 202114 0 0 16925034 17212375 0 40857 127310 5152460 4963593 22081203 22418939 888376 2010811 23845581 25456179 23192910 22785625 652671 2670554 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 15791345 202114 21607934 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 SERVES SOME 887 STUDENTS ANNUALLY. GRADUATES HAVE AN 75% SUCCESS RECORD OF ENTERING A 4- YEAR COLLEGE. 1901924 1835334 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 CLINIC 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. 17693269 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 23 0 1 428 1 0 0 0 0 0 1 1 0 0 0 0 X 37 36 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 PAUL NEUBACH MD VICE CHAIRMAN 1.00 1.00 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 229046 0 16936 JOYCE S PICKERING EXEC. DIRECTOR EMERITA (EX-OFFICIO) 40.00 2.00 X X 131731 0 1500 LEON KAPLAN SECRETARY 1.00 0.00 X X 0 0 0 GLEN BROWN TREASURER/ CFO (EX-OFFICIO) 40.00 2.00 X X 167625 0 0 BENTON MARKEY TRUSTEE 1.00 1.00 X 0 0 0 CHARLOTTE JONES ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 JOHN ASPINWALL TRUSTEE 1.00 0.00 X 0 0 0 EDWIN S BELL TRUSTEE 1.00 0.00 X 0 0 0 BERT BLAIR TRUSTEE 1.00 0.00 X 0 0 0 CROZIER BROWN TRUSTEE 1.00 0.00 X 0 0 0 DIANE BYRD TRUSTEE 1.00 0.00 X 0 0 0 MARK CARNEY TRUSTEE 1.00 0.00 X 0 0 0 CHUCK DANNIS TRUSTEE 1.00 0.00 X 0 0 0 NANCY DIEBOLT TRUSTEE 1.00 0.00 X 0 0 0 CHRIS DREILING TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER GEYMULLER TRUSTEE 1.00 0.00 X 0 0 0 SUSAN GRIFFITHS TRUSTEE 1.00 0.00 X 0 0 0 CLIFFORD HAHNE TRUSTEE 1.00 0.00 X 0 0 0 ED HEFFERNAN TRUSTEE 1.00 0.00 X 0 0 0 DAVID T HELFFRICH TRUSTEE 1.00 0.00 X 0 0 0 KENNETH J HUGHES TRUSTEE 1.00 0.00 X 0 0 0 SUSAN JARZEMSKY TRUSTEE 1.00 1.00 X 0 0 0 VERONICA LEWIS TRUSTEE 1.00 0.00 X 0 0 0 KEN LUCE TRUSTEE 1.00 0.00 X 0 0 0 DAVID MARTINEAU TRUSTEE 1.00 0.00 X 0 0 0 BARBARA NOVOTNY TRUSTEE 1.00 0.00 X 0 0 0 PATTI PACE TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM F RAPIER TRUSTEE 1.00 0.00 X 0 0 0 BRAD REEVES TRUSTEE 1.00 0.00 X 0 0 0 JANICE RYAN TRUSTEE 1.00 0.00 X 0 0 0 ANDY TELLER TRUSTEE 1.00 0.00 X 0 0 0 DEE VELVIN TRUSTEE 1.00 0.00 X 0 0 0 HOLLY VITULLO TRUSTEE 1.00 0.00 X 0 0 0 BOBBIE SPARKS WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 KEITH WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 MARY YOUNG TRUSTEE 1.00 0.00 X 0 0 0 NANCY COFFMAN DIRECTOR OF OUTREACH 40.00 0.00 X 117826 0 7732 LINDA KNEESE HEAD OF SCHOOL 40.00 0.00 X 105456 0 7732 LAURIE AMES DIRECTOR OF EVALUATION CENTER 40.00 0.00 X 100481 0 7732 852165 0 41632 6 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 566483 5-STAR FACILITY 2815 VALLEY VIEW LN DALLAS TX 75234 JANITORIAL SERVICES 224365 2 291774 1130 662737 154873 955641 TUITION 900099 19189837 19189837 EVALUATION & OUTREACH 900099 1835334 1835334 APPLICATION FEES 900099 1728251 1728251 PARENT ASSOCIATION PROCEEDS 900099 299882 299882 23053304 315192 291774 314742 450 450 55200 24809 30391 30391 OTHER INCOME 900099 202380 202380 OTHER SUPPORT GROUPS PROCEEDS 900099 187584 187584 389964 24429750 23443268 0 30841 200000 200000 2114 2114 465315 101563 317150 46602 14374477 14374477 317000 317000 1007956 1007956 1047627 1047627 55456 55456 105650 105650 40857 40857 12574 12574 299616 299616 39851 39851 623203 342957 280246 577431 577431 185915 185915 125974 125974 718606 718606 219607 219607 REPAIRS AND MAINTENANCE 624224 624224 CLASSROOM EXPENSES 540015 189142 350873 DINING 531424 531424 DUES AND SUBSCRIPTIONS 131784 131784 172263 110433 61830 22418939 17693269 4598360 127310 3993248 5279911 12906057 13207468 737181 15449020 10477210 5680965 4971810 1265311 1259809 23845581 25456179 1901003 2070825 19233303 20439211 2058604 275589 23192910 22785625 X 652671 2670554 652671 2670554 23845581 25456179 2010811 7072 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6442451 277916 256973 1130 101822 6874388 5747159 284827 488159 77694 6442451 3494491 951157 604609 178725 92901 4778631 3423653 274060 1995 163999 41218 3494491 3408652 54747 38380 1366 3423653 0.55330 0.04360 0.40310 0 1 1 8578279 4593721 3984558 6870741 5883489 987252 4971810 OTHER LIABILITIES(DETAIL)-990 275589 275589 X 24654627 7072 7072 24647555 12574 -230379 -217805 24429750 22636744 230379 230379 22406365 12574 12574 22418939 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, 2015 AND 2014, 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 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -230,379. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE 230,379. 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 1 BOOSTER ENTERPRISES 10400 OLD ALABAMA RD CONNECTOR ST ALPHARETTA GA 30022 CONSULTING 0 86679 40857 45821 86679 40857 45821 TX AUCTION 510270 289704 220566 146703 20215 41995 27872 40545 GOLF TOURN. 96696 2070 94626 2876 1570 19867 100 12999 606966 291774 315192 2876 148273 40082 42095 27872 53544 314742 450 55200 22555 2254 1 1.00000 55200 22555 2254 24809 30391 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. 1 JUNE F SHELTON LEGACY FOUNDATION 15720 HILLCREST ROAD DALLAS TX 75248 202131507 501(C)(3) 200000 ENDOWMENT 1 FINANCIAL AID TO STUDENTS ATTENDING SHELTON 75 710400 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 204046 0 25000 0 0 0 1500 0 15436 0 245982 0 0 0 GLEN BROWN TREASURER/ CFO (EX-OFFICIO) 152625 0 15000 0 0 0 0 0 0 0 167625 0 0 0 LEON KAPLAN SECRETARY/TRUSTEE 109851 PRINTED EDUCATIONAL MATERIALSLEON KAPLAN IS PRESIDENT OF ABCO, INC., WHICH PROVIDED PRINTING SERVICES OF EDUCATIONAL MATERIAL FOR THE SCHOOL. 0 BERT BLAIR TRUSTEE 63735 LANDSCAPING SVCS.BERT BLAIR IS PRESIDENT OF YELLOW ROSE LANDSCAPING SERVICES, WHICH PROVIDED LANDSCAPING SERVICES TO THE SCHOOL. 0 X 4 6600 FMV X NON-CASH AUCTION PRIZES 413 146703 FMV X NON-CASH GOLF TOURN. ITEMS 29 1570 FMV 0 1 0 PART I, LINE 32B: 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 AVAILABILTY 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) 11-1 SHELTON SCHOOL 1 THE JUNE F SHELTON LEGACY FNDN 15720 HILLCREST RD DALLAS TX 75248 202131507 SUPPORT TX 501(C)(3) 11-1 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 200000 FMV