Nonprofit · EIN 59-2298398
VANGUARD SCHOOL OF LAKE WALES FLORIDA INC
Tax-exempt · LAKE WALES, FL 33859
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,249,136 | $6,183,474 | $65,662 | $8,067,222 | $1,374,771 | $6,692,451 |
| June 30, 2024 | 990 | $5,143,872 | $5,817,257 | -$673,385 | $8,471,747 | $1,313,558 | $7,158,189 |
| June 30, 2023 | 990 | $5,303,641 | $5,393,480 | -$89,839 | $8,624,606 | $865,349 | $7,759,257 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $686,502
- Program service revenue
- $4,736,303
- Investment income
- $723,690
- Net rental income
- $92,158
- Net gain from sales of assets
- $717,060
- Other revenue
- $102,641
Expenses
- Grants and similar amounts paid
- $1,670,975
- Compensation of officers, directors and key employees
- $380,060
- Other salaries and wages
- $1,727,306
- Salaries, compensation and benefits (total)
- $2,536,330
- Professional fundraising fees
- $0
- Legal fees
- $7,600
- Accounting fees
- $41,790
- Occupancy
- $225,441
- Travel
- $27,389
- Depreciation
- $372,708
- Program services (functional)
- $4,936,636
- Management and general (functional)
- $1,171,227
- Fundraising (functional)
- $75,611
Balance sheet and other
- Total assets, start of year
- $8,471,747
- Total assets, end of year
- $8,067,222
- Total liabilities, end of year
- $1,374,771
- Net assets, end of year
- $6,692,451
- Land, buildings and equipment
- $5,065,971
- Publicly traded securities
- $2,285,873
- Net assets without donor restrictions
- $6,383,763
- Net assets with donor restrictions
- $308,688
- Gross receipts
- $6,658,414
- Employees
- 63
- Volunteers
- 14
- Year formed
- 1983
- 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 | Other / benefits |
|---|---|---|---|---|
| LU SHANNON GRAVES | HEAD OF SCHOOL Officer | 50 | $224,751 | $55,485 |
| TIMOTHY KNAVEL | CFO/DIRECTOR OF HR Officer | 50 | $77,088 | $19,735 |
| CHARLES BALDWIN | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 |
| VICTOR STORY | TREASURER AND VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 |
| SUSAN CRAIG | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| VALERIE ADAIR | TRUSTEE (AS OF 8/24) Trustee or director | 0.5 | $0 | $0 |
| ROBERT FINE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LOIS HARRISON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| REBEKAH JAHNA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MIKE MURPHY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| AUDREY REICHARDT | TRUSTEE (AS OF 8/24) Trustee or director | 0.5 | $0 | $0 |
| KATE RUTLEDGE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| AMY STETTNER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JUNE ULLMAN | TRUSTEE (AS OF 4/25) Trustee or director | 0.5 | $0 | $0 |
| JEREMY VOSS | TRUSTEE (AS OF 4/25) Trustee or director | 0.5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAT WEBER | TRUSTEE (THRU 02/25) Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHANNON GRAVES | HEAD OF SCHOOL Officer | 50 | $238,155 | $62,358 |
| TAMIKA SMITH | CFO - THRU 8/2023 Officer | 50 | $51,340 | $10,531 |
| TIM KNAVEL | CFO - AS OF 8/2023 Officer | 50 | $35,337 | $6,351 |
| CHARLES BALDWIN | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 |
| VICTOR STORY | VICE CHAIRMAN AND TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| SUSAN CRAIG | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ROBERT FINE | MEMBER Trustee or director | 0.5 | $0 | $0 |
| LOIS HARRISON | MEMBER Trustee or director | 0.5 | $0 | $0 |
| REBEKAH JAHNA | MEMBER Trustee or director | 0.5 | $0 | $0 |
| MIKE MURPHY | MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATE RUTLEDGE | MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY STETTNER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAT WEBER | MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHANNON GRAVES | HEAD OF SCHOOL Officer | 50 | $237,375 | $18,159 |
| TAMIKA SMITH THRU 82023 | CFO Officer | 50 | $51,340 | $4,856 |
| CHARLES BALDWIN | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| VICTOR STORY | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| SUSAN CRAIG | VICE CHAIR & SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ROBERT FINE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LOIS HARRISON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| REBEKAH JAHNA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MIKE MURPHY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KATE RUTLEDGE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| AMY STETTNER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JUNE ULLMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PAT WEBER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 22000 HWY 27, LAKE WALES, FL 33859-6858
- Principal officer (990 for 2024)
- LU SHANNON GRAVES, 22000 HIGHWAY 27, LAKE WALES, FL 33859
- Signed the 990
- LU SHANNON GRAVES, HEAD OF SCHOOL
- Phone
- (863) 676-6091
- Website
- WWW.VANGUARDSCHOOL.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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 accomplishments
- 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.Expenses $4,936,636 · grants $1,670,975 · revenue $4,826,710
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
- 59-2298398
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $8,067,222
- Income (IRS master file)
- $6,658,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,249,136 | $6,183,474 | $8,067,222 | IRS |
| 990 | June 2024 | $5,143,872 | $5,817,257 | $8,471,747 | IRS |
| 990 | June 2023 | $5,303,641 | $5,393,480 | $8,624,606 | XML |
| 990 | June 2022 | $5,976,343 | $5,569,888 | $8,238,278 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 59-2298398).
Questions about VANGUARD SCHOOL OF LAKE WALES FLORIDA INC
- What is the EIN of VANGUARD SCHOOL OF LAKE WALES FLORIDA INC?
- The employer identification number (EIN) of VANGUARD SCHOOL OF LAKE WALES FLORIDA INC is 59-2298398.
- Is VANGUARD SCHOOL OF LAKE WALES FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to VANGUARD SCHOOL OF LAKE WALES FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VANGUARD SCHOOL OF LAKE WALES FLORIDA 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 OF LAKE WALES FLORIDA 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 OF LAKE WALES FLORIDA 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 OF LAKE WALES FLORIDA INC?
- The 990 for the year ended June 30, 2025 names LU SHANNON GRAVES.
- Who are the officers and directors of VANGUARD SCHOOL OF LAKE WALES FLORIDA INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 2 received compensation from the organization, the highest $224,751 (LU SHANNON GRAVES, HEAD OF SCHOOL).
- How much revenue does VANGUARD SCHOOL OF LAKE WALES FLORIDA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,249,136, expenses of $6,183,474 and total assets of $8,067,222 at year end.
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