Nonprofit · EIN 59-3542447
VANGUARD SCHOOL FOUNDATION INC
Tax-exempt · LAKE WALES, FL 33859
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $212,126 | $315,000 | -$102,874 | $7,084,836 | $0 | $7,084,836 |
| June 30, 2024 | 990 | $376,133 | $761,873 | -$385,740 | $6,419,174 | $13 | $6,419,161 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,614
- Program service revenue
- $0
- Investment income
- $206,512
- Net gain from sales of assets
- $99,049
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $315,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $315,000
Balance sheet and other
- Total assets, start of year
- $6,419,174
- Total assets, end of year
- $7,084,836
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,084,836
- Publicly traded securities
- $7,077,736
- Gross receipts
- $878,314
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1998
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LU SHANNON GRAVES | PRESIDENT Officer | 0.5 | $0 | $224,751 | $55,485 |
| TIM KNAVEL | TOP FINANCIAL OFFICIAL Officer | 0.5 | $0 | $77,088 | $19,735 |
| VICTOR STORY | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHARLES BALDWIN | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JOHN CRYAN | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CINDY ALEXANDER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHASE BRUTTEN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JIM HACKL | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| TOM OWEN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| BILL PITTMAN | TRUSTEE (AS OF 12/24) Trustee or director | 0.5 | $0 | $0 | $0 |
| CARL REISER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DAN TAYLOR | TRUSTEE (AS OF 11/24) Trustee or director | 0.5 | $0 | $0 | $0 |
| ALLISON WOOD | TRUSTEE (AS OF 11/24) Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICTOR STORY | CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| CHARLES BALDWIN | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| JOHN CRYAN | TREASURER - AS OF 11/2023 Trustee or director, Officer | 0.5 | $0 |
| CINDY ALEXANDER | TRUSTEE - AS OF 11/2023 Trustee or director | 0.5 | $0 |
| CHASE BRUTTEN | TRUSTEE - AS OF 11/2023 Trustee or director | 0.5 | $0 |
| PATRICIA BRUTTEN | TRUSTEE - AS OF 11/2023 Trustee or director | 0.5 | $0 |
| JIM HACKL | TRUSTEE - AS OF 11/2023 Trustee or director | 0.5 | $0 |
| TOM OWEN | TRUSTEE Trustee or director | 0.5 | $0 |
| CARL REISER | TRUSTEE Trustee or director | 0.5 | $0 |
| ABBEY UPDIKE SKIPPER | TRUSTEE Trustee or director | 0.5 | $0 |
| GLENN STREHLE | TRUSTEE Trustee or director | 0.5 | $0 |
| JUNE ULLMAN | TRUSTEE Trustee or director | 0.5 | $0 |
| LU SHANNON GRAVES | PRESIDENT Officer | 0.5 | $0 |
| TAMIKA SMITH | TOP FINANCIAL OFFICIAL - THRU 8/23 Officer | 0.5 | $0 |
| TIM KNAVEL | TOP FINANCIAL OFFICIAL Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 22000 US HIGHWAY 27, LAKE WALES, FL 33859-6858
- In care of
- % HARRY E NELSON
- Principal officer (990 for 2024)
- LU SHANNON GRAVES, 22000 US HIGHWAY 27, LAKE WALES, FL 33859
- Signed the 990
- LU SHANNON GRAVES, PRESIDENT
- Phone
- (863) 676-6091
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE FINANCIAL SUPPORT TO THE VANGUARD SCHOOL OF LAKE WALES FLORIDA, INC (THE SCHOOL) FOR FINANCIAL ASSISTANCE OR SCHOLARSHIPS TOWARDS TUITION FOR STUDENTS OF THE SCHOOL TO PROVIDE EDUCATIONAL ASSISTANCE TO EXCEPTIONAL CHILDREN, WITHOUT REGARD TO RACE, COLOR, OR CREED. ALSO TO HELP FUND OTHER PURPOSES OF THE SCHOOL SHALL DEEM APPROPRIATE FROM TIME TO TIME.
Program accomplishments
- TO PROVIDE FINANCIAL SUPPORT TO THE VANGUARD SCHOOL (THE SCHOOL) FOR FINANCIAL ASSISTANCE OR SCHOLARSHIPS TOWARDS TUITION FOR STUDENTS OF THE SCHOOL TO PROVIDE EDUCATIONAL ASSISTANCE TO EXCEPTIONAL CHILDREN, WITHOUT REGARD TO RACE, COLOR, OR CREED. ALSO, TO HELP FUND OTHER PURPOSES OF THE SCHOOL THAT SHALL BE DEEMED APPROPRIATE FROM TIME TO TIME. THERE WERE 70 SCHOLARSHIP RECIPIENTS DURING THE FISCAL YEAR.Expenses $315,000 · grants $315,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3542447
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $7,084,836
- Income (IRS master file)
- $878,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $198,554 | $492,127 | $5,963,147 | IRS |
| 990 | June 2022 | $391,232 | $839,256 | $5,560,765 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about VANGUARD SCHOOL FOUNDATION INC
- What is the EIN of VANGUARD SCHOOL FOUNDATION INC?
- The employer identification number (EIN) of VANGUARD SCHOOL FOUNDATION INC is 59-3542447.
- Is VANGUARD SCHOOL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to VANGUARD SCHOOL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does VANGUARD SCHOOL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VANGUARD SCHOOL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VANGUARD SCHOOL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VANGUARD SCHOOL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LU SHANNON GRAVES.
- Who are the officers and directors of VANGUARD SCHOOL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does VANGUARD SCHOOL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $212,126, expenses of $315,000 and total assets of $7,084,836 at year end.
Other nonprofits in LAKE WALES
- LAKE WALES CHARTER SCHOOLS EIN 06-1667879 · last filed 990 for 2025
- VICTORY RIDGE ACADEMY INC EIN 20-4976804 · last filed 990 for 2025
- VANGUARD SCHOOL OF LAKE WALES FLORIDA INC EIN 59-2298398 · last filed 990 for 2025
- CANDLELIGHT CHRISTIAN ACADEMY INC EIN 81-0563798 · last filed 990 for 2025
- LEGACY CHRISTIAN ACADEMY INC EIN 85-4116785 · last filed 990 for 2025
- CANAAN CHRISTIAN ACADEMY INC EIN 46-0889098 · last filed 990 for 2025
- HEART MISSIONARY TRAINING INSTITUTE INC EIN 59-3279263 · last filed 990 for 2023
- GREEN HORIZON LAND TRUST INC EIN 59-3103089 · last filed 990 for 2025