VANGUARD SCHOOL FOUNDATION INC

EIN: 593542447 501(c)(3) Education

LAKE WALES, FL

Total Revenue
$376,133
Total Expenses
$761,873
Total Assets
$6,419,174
Net Assets
$6,419,161
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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
1998
Legal Domicile
FL
Principal Officer
LU SHANNON GRAVES
Phone
8636766091
Tax Period
2023-07-01 to 2024-06-30

VANGUARD SCHOOL FOUNDATION INC, founded in 1998, is a small nonprofit in the Education sector that reported $376K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $762K exceeded revenue, resulting in a 103% operating deficit.

Mission

SUPPORTING THE VANGUARD SCHOOL STUDENTS WITH SCHOLARSHIPS FUNDED BY INVESTMENT EARNINGS

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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 $5,100
Program Service Revenue $0
Investment Income $371,033
Other Revenue $0
TOTAL REVENUE $376,133

Expense Breakdown

Grants Paid $761,723
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $761,723
Other Expenses $150
TOTAL EXPENSES $761,873

Year-over-Year Comparison

2023 2022 Change
Revenue $376,133 $198,554 +0.9%
Expenses $761,873 $492,127 +0.5%
Net Income $-385,740 $-293,573 +0.3%
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

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
12

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
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VICTOR STORY CHAIRMAN 0.50
Officer Director
$0 $0 $0
CHARLES BALDWIN VICE CHAIRMAN 0.50
Officer Director
$0 $0 $0
JOHN CRYAN TREASURER - AS OF 11/2023 0.50
Officer Director
$0 $0 $0
CINDY ALEXANDER TRUSTEE - AS OF 11/2023 0.50
Director
$0 $0 $0
CHASE BRUTTEN TRUSTEE - AS OF 11/2023 0.50
Director
$0 $0 $0
PATRICIA BRUTTEN TRUSTEE - AS OF 11/2023 0.50
Director
$0 $0 $0
JIM HACKL TRUSTEE - AS OF 11/2023 0.50
Director
$0 $0 $0
TOM OWEN TRUSTEE 0.50
Director
$0 $0 $0
CARL REISER TRUSTEE 0.50
Director
$0 $0 $0
ABBEY UPDIKE SKIPPER TRUSTEE 0.50
Director
$0 $0 $0
GLENN STREHLE TRUSTEE 0.50
Director
$0 $0 $0
JUNE ULLMAN TRUSTEE 0.50
Director
$0 $0 $0
LU SHANNON GRAVES PRESIDENT 0.50
Officer
$0 $0 $0
TAMIKA SMITH TOP FINANCIAL OFFICIAL - THRU 8/23 0.50
Officer
$0 $0 $0
TIM KNAVEL TOP FINANCIAL OFFICIAL 0.50
Officer
$0 $0 $0
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 $376,133 $761,873 $6,419,174 $-385,740
2023 $198,554 $492,127 $5,963,147 $-293,573
2022 $391,232 $839,256 $5,560,765 $-448,024
2021 $373,705 $349,219 $7,262,858 $24,486
2020 $214,655 $312,618 $5,663,166 $-97,963
2019 $248,202 $253,205 $5,670,199 $-5,003
2018 $353,696 $251,167 $5,519,225 $102,529
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