VANGUARD UNIVERSITY FOUNDATION

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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

2001

Legal Domicile

Principal Officer

JUSTIN MCINTEE

Phone

7145563610

Tax Period

2024-07-01 to 2025-06-30

VANGUARD UNIVERSITY FOUNDATION, founded in 2001, is a mid-sized nonprofit in the Education sector that reported $35.5M in total revenue in fiscal year 2024. Revenue surged 2944% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34.7M, a strong 98% operating margin.

Mission

THE VANGUARD UNIVERSITY FOUNDATION SUPPORTS THE UNIVERSITY THROUGH FUNDRAISING AND MANAGEMENT OF THE ENDOWMENT. FOUNDATION DIRECTORS ARE DISTINGUISHED MEMBERS OF THE COMMUNITY, PRIMARILY OF ORANGE COUNTY, WHO SUPPORT THE MISSION OF VANGUARD AS AMBASSADORS AND DONORS.

Program Service Accomplishments

Program 1

Expenses: $722,822 Revenue: $0

THE FOUNDATION ADMINISTERS THE VARIOUS ENDOWED SCHOLARSHIP PROGRAMS THAT PROVIDE NEEDED AID TO VANGUARD UNIVERSITY CURRENT STUDENTS, REDUCING THE GAP BETWEEN THE COST OF A COLLEGE EDUCATION AND THE...

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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 (2024)

Revenue Breakdown

Contributions & Grants $33,918,619

Program Service Revenue $0

Investment Income $1,599,001

Other Revenue $0

TOTAL REVENUE $35,517,620

Expense Breakdown

Grants Paid $722,822

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $722,822

Other Expenses $72,412

TOTAL EXPENSES $795,234

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,517,620	$1,166,778	+29.4%
Expenses	$795,234	$624,126	+0.3%
Net Income	$34,722,386	$542,652	+63.0%

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

N/A

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

$618,809

Total Directors

$1,047,495

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BEALS DIRECTOR	PRESIDENT-VANGUARD UNIVERSITY	2.00	Director	$0	$128,753	$428,686
JUSTIN MCINTEE	PRESIDENT-FOUNDATION	2.00	Officer Director	$0	$104,649	$257,487
JEREMY MOSER	TREASURER (THRU 08/24)	2.00	Officer Director	$0	$97,611	$181,290
MICHAEL PEARLMAN	TREASURER	2.00	Officer Director	$0	$26,777	$180,032
KENDALL KASPER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
REBECCA BORJAS	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA CARLSON-DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
EMMANUEL HYPPOLITE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE KEARNS	DIRECTOR	1.00	Director	$0	$0	$0
ROB KNUTSEN	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE LIVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN MCGUNIGALE	DIRECTOR	1.00	Director	$0	$0	$0
ROSS NELSON	DIRECTOR	1.00	Director	$0	$0	$0
NICKLAUS PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM PEUGH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ROBINETTE	DIRECTOR	1.00	Director	$0	$0	$0
ROCKY SOLIDAY	DIRECTOR	1.00	Director	$0	$0	$0
NICKOLE VANDER DUSSEN	DIRECTOR (THRU 09/24)	1.00	Director	$0	$0	$0
RICHARD VARNELL	DIRECTOR	1.00	Director	$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	$35,517,620	$795,234	$52,758,987	$34,722,386
2024	$1,166,778	$624,126	$17,489,859	$542,652
2023	$6,529,035	$376,670	$15,604,659	$6,152,365
2022	$789,759	$294,978	$8,772,336	$494,781
2021	$1,006,678	$339,817	$9,809,045	$666,861
2020	$706,781	$179,515	$7,452,251	$527,266
2019	$1,550,267	$244,649	$7,020,964	$1,305,618
2018	$747,728	$421,535	$5,550,470	$326,193