VANGUARD SCHOOL OF LAKE WALES FLORIDA INC

EIN: 592298398 501(c)(3) Education

LAKE WALES, FL

Total Revenue
$5,143,872
Total Expenses
$5,817,257
Total Assets
$8,471,747
Net Assets
$7,158,189
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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
FL
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

AN INDEPENDENT, CO-EDUCATIONAL, BOARDING AND DAY SCHOOL FOR STUDENTS WHO LEARN DIFFERENTLY

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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%)

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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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Governance

Voting Members
10
Independent Members
10
Employees
57
Volunteers
10

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
6
$404,072
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
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
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