VANGUARD SCHOOL OF LAKE WALES FLOR… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

LU SHANNON GRAVES

Phone

8636766091

Tax Period

2023-07-01 to 2024-06-30

VANGUARD SCHOOL OF LAKE WALES FLORIDA INC, founded in 1983, is a community nonprofit in the Education sector that reported $5.1M in total revenue in fiscal year 2023. Expenses of $5.8M exceeded revenue, resulting in a 13% operating deficit.

Mission

THE VANGUARD SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL, BOARDING AND DAY SCHOOL FOR STUDENTS WHO LEARN DIFFERENTLY. VANGUARD STRIVES TO ENSURE EACH STUDENT ASPIRES TO HIGHER EDUCATIONAL OPPORTUNITIES AND INDEPENDENT LIFE.

Program Service Accomplishments

Program 1

Expenses: $4,621,485 Revenue: $4,188,726

VANGUARD OPENED ITS DOORS ON FEBRUARY 1, 1966, IN LAKE WALES, FLORIDA, TO A CLASS OF SIX STUDENTS. VANGUARD HAS GROWN INTO AN INTERNATIONALLY RECOGNIZED AND FULLY ACCREDITED INSTITUTION WITH A...

VANGUARD OPENED ITS DOORS ON FEBRUARY 1, 1966, IN LAKE WALES, FLORIDA, TO A CLASS OF SIX STUDENTS. VANGUARD HAS GROWN INTO AN INTERNATIONALLY RECOGNIZED AND FULLY ACCREDITED INSTITUTION WITH A MAXIMUM ENROLLMENT OF 140 STUDENTS IN GRADES 6-12. WE STARTED WITH JUST ONE BUILDING, AND HAVE GROWN TO A 77-ACRE CAMPUS WITH FOUR DORMS, THREE SCHOOL BUILDINGS, A MEDIA CENTER/LIBRARY, CAFETERIA, GYM, FITNESS CENTER, PERFORMING ARTS CENTER AND MUCH MORE. SINCE 1966, THE VANGUARD SCHOOL HAS SPECIALIZED IN EDUCATING STUDENTS WITH A VARIETY OF LEARNING DIFFERENCES, IN AN ENVIRONMENT THAT ACKNOWLEDGES THEIR DIFFERENCES, CELEBRATES THEIR STRENGTHS AND SUPPORTS THEM IN OVERCOMING THEIR CHALLENGES. WE UNDERSTAND THAT EACH CHILD LEARNS DIFFERENTLY AND WE PROVIDE AN INDIVIDUALIZED EDUCATIONAL ENVIRONMENT FOR STUDENTS TO LEARN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $658,137

Program Service Revenue $4,185,826

Investment Income $286,766

Other Revenue $13,143

TOTAL REVENUE $5,143,872

Expense Breakdown

Grants Paid $1,339,146

Salaries & Benefits $2,333,583

Fundraising Expenses $69,173

Program Expenses $4,621,485

Other Expenses $2,144,528

TOTAL EXPENSES $5,817,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,143,872	$5,303,641	0.0%
Expenses	$5,817,257	$5,393,480	+0.1%
Net Income	$-673,385	$-89,839	+6.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$404,072

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES BALDWIN	CHAIRMAN	0.50	Officer Director	$0	$0	$0
VICTOR STORY	VICE CHAIRMAN AND TREASURER	0.50	Officer Director	$0	$0	$0
SUSAN CRAIG	SECRETARY	0.50	Officer Director	$0	$0	$0
ROBERT FINE	MEMBER	0.50	Director	$0	$0	$0
LOIS HARRISON	MEMBER	0.50	Director	$0	$0	$0
REBEKAH JAHNA	MEMBER	0.50	Director	$0	$0	$0
MIKE MURPHY	MEMBER	0.50	Director	$0	$0	$0
KATE RUTLEDGE	MEMBER	0.50	Director	$0	$0	$0
AMY STETTNER	MEMBER	0.50	Director	$0	$0	$0
PAT WEBER	MEMBER	0.50	Director	$0	$0	$0
SHANNON GRAVES	HEAD OF SCHOOL	50.00	Officer	$238,155	$62,358	$300,513
TAMIKA SMITH	CFO - THRU 8/2023	50.00	Officer	$51,340	$10,531	$61,871
TIM KNAVEL	CFO - AS OF 8/2023	50.00	Officer	$35,337	$6,351	$41,688

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$5,143,872	$5,817,257	$8,471,747	$-673,385
2023	$5,303,641	$5,393,480	$8,624,606	$-89,839
2022	$5,976,343	$5,569,888	$8,238,278	$406,455
2021	$4,695,688	$5,167,464	$9,296,411	$-471,776
2020	$5,478,179	$5,653,001	$9,191,786	$-174,822
2019	$5,675,538	$6,062,220	$9,920,082	$-386,682
2018	$5,633,867	$5,763,337	$11,052,001	$-129,470

VANGUARD SCHOOL OF LAKE WALES FLORIDA INC