JUNE SHELTON SCHOOL AND EVALUATION CENTER: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JUNE SHELTON SCHOOL AND EVALUATION CENTER (EIN 75-1507280)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-06-11
- IRS object ID
- 202141629349301014
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-11T11:06:02-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751507280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNE SHELTON SCHOOL AND EVALUATION CENTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNE | BusinessNameControlTxt |
| Phone | 9727741772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17301 PRESTON ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN BROWN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9727741772 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SUZANNE STELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17301 PRESTON ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,209,086 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHELTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 445 | TotalEmployeeCnt |
| Total Volunteers | 190 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,700,285 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,161,897 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,207,151 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,998,795 | CYProgramServiceRevenueAmt |
| PY Investment Income | $70,656 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,940,239 | CYInvestmentIncomeAmt |
| PY Other Revenue | $465,811 | PYOtherRevenueAmt |
| CY Other Revenue | $558,892 | CYOtherRevenueAmt |
| PY Total Revenue | $31,443,903 | PYTotalRevenueAmt |
| CY Total Revenue | $29,779,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,816,040 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,926,069 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,673,781 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,077,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $31,490 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $39,257 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,020,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,076,032 | PYOtherExpensesAmt |
| CY Other Expenses | $7,284,097 | CYOtherExpensesAmt |
| PY Total Expenses | $31,597,343 | PYTotalExpensesAmt |
| CY Total Expenses | $31,327,411 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$153,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,548,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,298,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,931,961 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,546,563 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,471,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,751,511 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,460,162 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,549,929 | ExpenseAmt |
| Grant | $1,926,069 | GrantAmt |
| Revenue | $29,818,341 | RevenueAmt |
| Desc | 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 967 STUDENTS THIS PAST YEAR. 90% OF THOSE STUDENTS ENTERED INTO A 4- YEAR COLLEGE PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,042,813 | ExpenseAmt |
| Revenue | $1,646,068 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,592,742 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 445 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLEN BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727741772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17301 PRESTON ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GARY WEBB | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL NEUBACH MD | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |
| JAMES B REEDER | ||||||||
| CHAIRMAN EMERITUS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE STELL | ||||||||
| EXECUTIVE DIRECTOR / CEO | 40.00 | Yes (X) | Yes (X) | $303,791 | $0 | $35,208 | 2.00 | |
| JOYCE S PICKERING HUMD | ||||||||
| EXECUTIVE DIRECTOR EMERITA | 30.00 | Yes (X) | Yes (X) | $113,264 | $0 | $7,108 | 2.00 | |
| LEON KAPLAN | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GLEN BROWN | ||||||||
| TREASURER | 40.00 | Yes (X) | Yes (X) | $218,877 | $0 | $12,039 | 2.00 | |
| BENTON W MARKEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MARTINEAU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY VITULLO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE ANDERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN L ASPINWALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN S BELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERT BLAIR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J CROZIER BROWN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE BYRD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE R CASEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH CONLON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK DANNIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY DIEBOLT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DIX PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS DREILING MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER GEYMULLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMMY GILBREATH JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER HUNT GRAHAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN GRIFFITHS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD HAHNE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD J HEFFERNAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID T HELFFRICH JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH J HUGHES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN LUCE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA NOVOTNY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTI PACE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM F RAPIER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK RUBIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE C RYAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLI VALADE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA L WEST | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP F WIGGINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBIE SPARKS WILLIAMS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH WILLIAMS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY COFFMAN | ||||||||
| DIRECTOR OF OUTREACH | 40.00 | $143,137 | $0 | $16,968 | Yes (X) | |||
| LINDA KNEESE | ||||||||
| HEAD OF SCHOOL | 40.00 | $127,355 | $0 | $22,318 | Yes (X) | |||
| CHRISTI CONTRERAS | ||||||||
| DIRECTOR | 40.00 | $156,293 | $0 | $8,077 | Yes (X) | |||
| LAURE AMES | ||||||||
| DIRECTOR | 40.00 | $116,845 | $0 | $18,679 | Yes (X) | |||
| AMY KELTON | ||||||||
| HEAD OF UPPER ELEMENTARY | 40.00 | $104,329 | $0 | $17,231 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,283,891 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,628 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 1402 YORK ROAD | LUTHERVILLE | MD | 21093 | DINING AND FOOD SERVICE | $772,180 |
| ENTRUST ONE FACILITY SERVICES INC | |||||
| 11142 SHADY TRAIL | DALLAS | TX | 75229 | JANITORIAL SERVICES | $300,866 |
| TDINDUSTRIES | |||||
| 13850 DIPLOMAT DRIVE | DALLAS | TX | 75234 | HVAC MAINTENANCE SERVICE | $282,311 |
| ABCO | |||||
| 1621 WALL STREET | DALLAS | TX | 75215 | PRINTER SERVICES | $133,923 |
| MUSIC LEARNING INC | |||||
| 3021 RIDGE ROAD SUITE A176 | ROCKWALL | TX | 75032 | MUSICAL EDUCATION SERVICES | $105,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $341,530 | FundraisingAmt |
| All Other Contributions | $820,367 | AllOtherContributionsAmt |
| Noncash Contributions | $123,243 | NoncashContributionsAmt |
| Total Contributions | $1,161,897 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 900099 | $28,523,064 | $28,523,064 |
| EVALUATION & OUTREACH | 900099 | $1,646,068 | $1,646,068 |
| APPLICATION FEES | 900099 | $493,273 | $493,273 |
| PARENT ASSOCIATION PROCEEDS | 900099 | $336,390 | $336,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,998,795 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $864 | TotalRevenueColumnAmt |
| Exclusion | $864 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,835 | SecuritiesAmt |
| Other | $168,068 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,282 | SecuritiesAmt |
| Other | $3,205,724 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $96,553 | SecuritiesAmt |
| Other | -$3,037,656 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,941,103 | TotalRevenueColumnAmt |
| Exclusion | -$2,941,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $253,693 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $341,530 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $207,788 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,905 | TotalRevenueColumnAmt |
| Exclusion | $45,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $50,320 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,947 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,373 | TotalRevenueColumnAmt |
| Exclusion | $47,373 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER SUPPORT GROUP PROCEEDS | 900099 | $347,731 | $347,731 |
| OTHER INCOME | 900099 | $84,542 | $84,542 |
| THEATRE INCOME | 900099 | $33,341 | $33,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $465,614 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,779,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,464,409 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,846,961 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,926,069 | TotalAmt |
| Program Services | $1,926,069 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,422 | TotalAmt |
| Program Services | $202,616 | ProgramServicesAmt |
| Management And General | $412,811 | ManagementAndGeneralAmt |
| Fundraising | $192,995 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,673,648 | TotalAmt |
| Program Services | $16,128,252 | ProgramServicesAmt |
| Management And General | $1,077,556 | ManagementAndGeneralAmt |
| Fundraising | $467,840 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,926 | TotalAmt |
| Program Services | $899,862 | ProgramServicesAmt |
| Management And General | $58,064 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,352 | TotalAmt |
| Program Services | $1,201,308 | ProgramServicesAmt |
| Management And General | $107,726 | ManagementAndGeneralAmt |
| Fundraising | $17,318 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,640 | TotalAmt |
| Program Services | $1,193,139 | ProgramServicesAmt |
| Management And General | $108,106 | ManagementAndGeneralAmt |
| Fundraising | $10,395 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,724 | TotalAmt |
| Program Services | $1,324 | ProgramServicesAmt |
| Management And General | $23,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,300 | TotalAmt |
| Management And General | $65,300 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,257 | TotalAmt |
| Fundraising | $39,257 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,734 | TotalAmt |
| Management And General | $24,734 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,039 | TotalAmt |
| Program Services | $14,571 | ProgramServicesAmt |
| Management And General | $34,516 | ManagementAndGeneralAmt |
| Fundraising | $952 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,970 | TotalAmt |
| Program Services | $488,210 | ProgramServicesAmt |
| Management And General | $139,316 | ManagementAndGeneralAmt |
| Fundraising | $20,444 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,668,163 | TotalAmt |
| Program Services | $2,562,932 | ProgramServicesAmt |
| Management And General | $94,447 | ManagementAndGeneralAmt |
| Fundraising | $10,784 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,994 | TotalAmt |
| Program Services | $151,885 | ProgramServicesAmt |
| Management And General | $37,758 | ManagementAndGeneralAmt |
| Fundraising | $8,351 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,586 | TotalAmt |
| Program Services | $15,853 | ProgramServicesAmt |
| Management And General | $38,210 | ManagementAndGeneralAmt |
| Fundraising | $12,523 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,171 | TotalAmt |
| Program Services | $616,161 | ProgramServicesAmt |
| Management And General | $20,453 | ManagementAndGeneralAmt |
| Fundraising | $2,557 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,713 | TotalAmt |
| Program Services | $287,299 | ProgramServicesAmt |
| Management And General | $9,537 | ManagementAndGeneralAmt |
| Fundraising | $877 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING | $1,051,109 | $892,829 | $157,706 | $574 |
| CLASSROOM EXPENSES | $651,569 | $622,903 | $28,666 | |
| OTHER OUSIDE SERVICES | $367,898 | $223,233 | $96,408 | $48,257 |
| DUES AND SUBSCRIPTIONS | $271,068 | $73,658 | $179,846 | $17,564 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,059 | TotalAmt |
| Program Services | $90,638 | ProgramServicesAmt |
| Fundraising | $169,421 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,327,411 | TotalAmt |
| Program Services | $27,592,742 | ProgramServicesAmt |
| Management And General | $2,714,560 | ManagementAndGeneralAmt |
| Fundraising | $1,020,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,364,332 | BOYAmt |
| EOY | $11,762,742 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,079 | BOYAmt |
| EOY | $134,454 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,501,884 | BOYAmt |
| EOY | $22,802,046 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,600 | BOYAmt |
| EOY | $31,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,487 | BOYAmt |
| EOY | $122,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,200,745 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $589,821 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,512,540 | BOYAmt |
| EOY | $610,924 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,446,152 | BOYAmt |
| EOY | $2,367,905 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,298,074 | BOYAmt |
| EOY | $37,931,961 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,785,365 | BOYAmt |
| EOY | $2,506,463 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,761,198 | BOYAmt |
| EOY | $26,841,336 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,124,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,546,563 | BOYAmt |
| EOY | $33,471,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,451,602 | BOYAmt |
| EOY | $4,215,301 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,909 | BOYAmt |
| EOY | $244,861 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,751,511 | BOYAmt |
| EOY | $4,460,162 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,298,074 | BOYAmt |
| EOY | $37,931,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,548,066 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,861 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,754,144 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,786,349 | BeginningYearBalanceAmt |
| Contributions | $97,060 | ContributionsAmt |
| Investment Earnings Or Losses | $357,160 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,719 | AdministrativeExpensesAmt |
| End Year Balance | $8,226,850 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,722,946 | BeginningYearBalanceAmt |
| Contributions | $99,507 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,926 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,178 | AdministrativeExpensesAmt |
| End Year Balance | $7,786,349 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,078,543 | BeginningYearBalanceAmt |
| Contributions | $60,920 | ContributionsAmt |
| Investment Earnings Or Losses | $645,017 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $61,534 | AdministrativeExpensesAmt |
| End Year Balance | $7,722,946 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,697,785 | BeginningYearBalanceAmt |
| Contributions | $57,700 | ContributionsAmt |
| Investment Earnings Or Losses | $814,978 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $491,920 | AdministrativeExpensesAmt |
| End Year Balance | $7,078,543 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,874,388 | BeginningYearBalanceAmt |
| Contributions | $144,358 | ContributionsAmt |
| Investment Earnings Or Losses | -$188,803 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $132,158 | AdministrativeExpensesAmt |
| End Year Balance | $6,697,785 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.66980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06390 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26630 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $123,666 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $123,666 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,077,079 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $466,155 | DepreciationAmt |
| Book Value | $610,924 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $610,924 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,875,490 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,861 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $36,087 | OtherRevenueAmt |
| Revenue Not Reported | $46,948 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,828,542 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,734 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,926,069 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,950,803 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,779,345 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,412,695 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $36,087 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $36,087 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,376,608 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,734 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,926,069 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,950,803 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,327,411 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE ENDOWMENT FUNDS REPORTED CONSIST OF THE ENTIRE ACTIVITY OF THE 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. THE FOUNDATION'S ENDOWMENTS ACCORDING TO GAAP DEFINITIONS CONSIST OF ONLY A SINGLE FUND ESTABLISHED AND USED FOR FINANCIAL AID. CURRENTLY THE FOUNDATION CONSIDERS DONOR RESTRICTED ENDOWMENT FUNDS, ACCORDING TO GAAP, AS PERMANENTLY RESTRICTED NET ASSETS IN THE AMOUNT OF $525,383 AS OF MAY 31, 2020. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE 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, 2020 AND 2019, 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 IRS 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON FORM 990 33,140. RAFFLE EXPENSES NETTED WITH REVENUE ON FORM 990 2,947. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 1,926,069. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON FORM 990 33,140. RAFFLE EXPENSES NETTED WITH REVENUE ON FORM 990 2,947. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 1,926,069. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE POLICY IS PUBLISHED IN THE DALLAS MORNING NEWS WITH ALL ADVERTISEMENTS PLACED, AS WELL AS BEING ON THE SCHOOL WEBSITE AT WWW.SHELTON.ORG. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOSTER ENTERPRISES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10400 OLD ALABAMA RD CONNECTOR SUI | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $88,665 | GrossReceiptsAmt |
| Retained By Contractor | $39,257 | RetainedByContractorAmt |
| Net To Organization | $49,408 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $88,665 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $39,257 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $49,408 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STAMPEDE AUCTION | Event1Nm |
| Gross Receipts Event1 | $491,423 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $341,530 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $149,893 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $120,189 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $23,956 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $10,225 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,488 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNEY | Event2Nm |
| Gross Receipts Event2 | $103,800 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $103,800 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,266 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $24,664 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $595,223 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $341,530 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $253,693 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $120,189 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,222 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $10,225 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $43,152 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $207,788 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,905 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $50,320 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $1,148 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $1,799 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $50,320 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $1,148 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $1,799 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $2,947 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $47,373 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | SEE PART IV. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLEN BROWN | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17301 PRESTON ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLEN BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Prov | RECORDKEEPING | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 MAJOR FUNDRAISING EVENTS DURING THE FISCAL YEAR. ITS FUNDRAISING EVENTS HAD GROSS RECEIPTS OF $595,223 AND DIRECT EXPENSES OF $207,788, RESULTING IN A NET PROFIT OF $387,435. 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 $341,530 FROM GROSS RECEIPTS AFFECTS THE PRESENTATION OF THE FUNDRAISING EVENTS' NET PROFIT AMOUNT, SHOWING A GAIN OF $45,905 WHEN, IN ACTUALITY, THE FUNDRAISING EVENTS WERE MORE PROFITABLE AND RAISED MORE MONEY FOR THE SCHOOL. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID TO STUDENTS ATTENDING SHELTON | GrantTypeTxt |
| Recipient | 126 | RecipientCnt |
| Cash Grant | $1,926,069 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE BOARD OF TRUSTEES APPROVES A TOTAL DOLLAR AMOUNT EACH YEAR TO BE ALLOCATED TO FINANCIAL AID. FUNDS ARE DISTRIBUTED BASED UPON FINANCIAL NEED, STUDENT BEHAVIOR, PARTICIPATION AND ACADEMIC RECORD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUZANNE STELL | ||||||||||||||
| EXECUTIVE DIRECTOR / CEO | $268,791 | $0 | $35,000 | $0 | $0 | $0 | $22,304 | $0 | $12,904 | $0 | $338,999 | $0 | $0 | $0 |
| GLEN BROWN | ||||||||||||||
| TREASURER | $193,877 | $0 | $25,000 | $0 | $0 | $0 | $11,633 | $0 | $406 | $0 | $230,916 | $0 | $0 | $0 |
| NANCY COFFMAN | ||||||||||||||
| DIRECTOR OF OUTREACH | $141,821 | $0 | $1,316 | $0 | $0 | $0 | $4,800 | $0 | $12,168 | $0 | $160,105 | $0 | $0 | $0 |
| CHRISTI CONTRERAS | ||||||||||||||
| DIRECTOR | $153,671 | $0 | $2,622 | $0 | $0 | $0 | $7,663 | $0 | $414 | $0 | $164,370 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| ARLINGTON HIGHER EDUCATION FINANCE CORPORATION | |||||||
| A | 273906171 | 2017-10-25 | $31,350,000 | PROPERTY PURCHASE BY LANDMARK FOUNDATION | 0 | 0 | 0 |
| NEWARK CULTURAL EDUCATION FACILITIES FINANCE CORPORATION | |||||||
| B | 263769964 | 2019-05-07 | $33,500,000 | BUILDING CONSTRUCTION BY LANDMARK FOUNDATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $31,350,000 | $219,000 | $31,131,000 | 2017 | 0 | 0 | Yes (1) | Yes (1) |
| B | $10,131,197 | $223,645 | $9,907,551 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FROST BANK | ||||||||||||
| A | Yes (1) | Yes (1) | Yes (1) | 10.000000000000 | Yes (1) | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LIABILITIES REPORTED BY RELATED PARTY | FormAndLineReferenceDesc |
| Explanation | SHELTON LANDMARK FOUNDATION ("LANDMARK') REPORTS $41,481,197 OF LONG TERM DEBT AS THE RESULT OF THE BOND ISSUANCE. LANDMARK, A RELATED ORGANIZATION REPORTED ON SCHEDULE R, WAS FORMED BY THE SCHOOL IN FEBRUARY 2, 2005, PRIMARILY TO SUPPORT AND BENEFIT THE SCHOOL BY SOLICITING, RECEIVING, AND HOLDING REAL PROPERTY TO BENEFIT THE LONG-TERM GOALS, PURPOSES AND OBJECTIVES OF THE SCHOOL. ALL OF THE SCHOOL'S LAND, LAND IMPROVEMENTS, BUILDINGS AND THE MAJORITY OF BUILDING IMPROVEMENTS ARE HELD BY THE LANDMARK FOUNDATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON KAPLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE/SECRETARY | RelationshipDescriptionTxt |
| Transaction | $130,660 | TransactionAmt |
| Transaction | PRINTED EDUCATION MATERIALS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | NON-CASH AUCTION ITEMS | Desc |
| Contribution | 461 | ContributionCnt |
| Noncash Contributions Rpt F990 | $99,018 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS RECEIVED THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | RAYMOND JAMES, DOW CROCKER CPB GROUP, SELLS SHARES OF STOCK IMMEDIATELY UPON RECEIPT FROM DONOR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, IF TIME PERMITTING; OR FIRST MEETING FOLLOWING 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 15 | 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 XI, LINE 9: | TRANSFER OF CONSTRUCTION IN PROCESS ASSETS FROM SHELTON SCHOOL TO LANDMARK -1,754,144. |
| FORM 990, PART XII, LINE 2C: | AUDIT OVERSIGHT BOARD NO CHANGE HAS BEEN MADE TO THE ORGANIZATION'S AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SHELTON LANDMARK FOUNDATION | ||||||||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | 202532325 | SUPPORT | TX | 501(C)(3) | LINE 12A, I | SHELTON SCHOOL | Yes (1) |
| THE JUNE F SHELTON LEGACY FOUNDATION | ||||||||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | 202131507 | SUPPORT | TX | 501(C)(3) | LINE 12A, I | SHELTON SCHOOL | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SHELTON LANDMARK FOUNDATION | ||
| K | $1,283,000 | FMV |
| SHELTON LANDMARK FOUNDATION | ||
| O | $466,964 | FMV |
| SHELTON LANDMARK FOUNDATION | ||
| R | $1,754,144 | FMV |
Comments