Nonprofit · EIN 91-2164193
VANGUARD UNIVERSITY FOUNDATION
Tax-exempt · COSTA MESA, CA 92626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $35,517,620 | $795,234 | $34,722,386 | $52,758,987 | $0 | $52,758,987 |
| June 30, 2024 | 990 | $1,166,778 | $624,126 | $542,652 | $17,489,859 | $0 | $17,489,859 |
| June 30, 2023 | 990 | $6,529,035 | $376,670 | $6,152,365 | $15,604,659 | $0 | $15,604,659 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $33,918,619
- Program service revenue
- $0
- Investment income
- $1,599,001
- Net gain from sales of assets
- $968,941
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $722,822
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $722,822
- Management and general (functional)
- $72,412
Balance sheet and other
- Total assets, start of year
- $17,489,859
- Total assets, end of year
- $52,758,987
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,758,987
- Publicly traded securities
- $23,583,322
- Net assets with donor restrictions
- $52,758,987
- Gross unrelated business income
- -$734
- Gross receipts
- $39,302,493
- Employees
- 0
- Volunteers
- 42
- Year formed
- 2001
- State of legal domicile
- CA
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 |
|---|---|---|---|---|---|
| MICHAEL BEALS DIRECTOR | PRESIDENT-VANGUARD UNIVERSITY Trustee or director | 2 | $0 | $299,933 | $128,753 |
| JUSTIN MCINTEE | PRESIDENT-FOUNDATION Trustee or director, Officer | 2 | $0 | $152,838 | $104,649 |
| JEREMY MOSER | TREASURER (THRU 08/24) Trustee or director, Officer | 2 | $0 | $83,679 | $97,611 |
| MICHAEL PEARLMAN | TREASURER Trustee or director, Officer | 2 | $0 | $153,255 | $26,777 |
| KENDALL KASPER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA BORJAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANGELA CARLSON-DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EMMANUEL HYPPOLITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW JOHNSTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE KEARNS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROB KNUTSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BONNIE LIVINGSTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAUREN MCGUNIGALE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROSS NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICKLAUS PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM PEUGH | DIRECTOR Trustee or director | 1 | $0 |
| MIKE ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT ROBINETTE | DIRECTOR Trustee or director | 1 | $0 |
| ROCKY SOLIDAY | DIRECTOR Trustee or director | 1 | $0 |
| NICKOLE VANDER DUSSEN | DIRECTOR (THRU 09/24) Trustee or director | 1 | $0 |
| RICHARD VARNELL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL BEALS DIRECTOR | PRESIDENT-VANGUARD UNIVERSITY Trustee or director | 2 | $0 | $304,122 | $108,217 |
| JUSTIN MCINTEE | PRESIDENT-FOUNDATION Trustee or director, Officer | 2 | $0 | $145,989 | $103,741 |
| JEREMY MOSER | TREASURER Trustee or director, Officer | 2 | $0 | $97,957 | $113,951 |
| JEFF MOTSKE | CHAIRMAN (THRU 01/24) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KENDALL KASPER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW JOHNSTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANGELA CARLSON-DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BONNIE LIVINGSTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONOVAN MCREYNOLDS | DIRECTOR (THRU 09/23) Trustee or director | 1 | $0 | $0 | $0 |
| EMMANUEL HYPPOLITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM PEUGH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAUREN MCGUNIGALE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICKLAUS PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICKOLE VANDER DUSSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA BORJAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD VARNELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROB KNUTSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROCKY SOLIDAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROSS NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE KEARNS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT ROBINETTE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TESSA GILTON | DIRECTOR (THRU 11/23) Trustee or director | 1 | $0 | $0 | $0 |
| TOM TAILLON | DIRECTOR (THRU 01/24) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL BEALS DIRECTOR | PRESIDENT-VANGUARD Trustee or director | 2 | $0 | $298,498 | $119,029 |
| JUSTIN MCINTEE | PRESIDENT-FOUNDATION Trustee or director, Officer | 2 | $0 | $118,222 | $139,498 |
| JEREMY MOSER | TREASURER Trustee or director, Officer | 2 | $0 | $88,103 | $117,814 |
| ANDREW JOHNSSTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANGELA CARLSON-DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BONNIE LIVINGSTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONOVAN MCREYNOLDS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EMMANUEL HYPPOLITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIN DONOVAN | DIRECTOR (THRU 9/22) Trustee or director | 1 | $0 | $0 | $0 |
| JEFF MOTSKE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JIM PEUGH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KENDALL KASPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAUREN MCGUNIGALE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICKLAUS PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICKOLE VANDER DUSSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA BORJAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD VARNELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROB KNUTSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROCKY SOLIDAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROSS NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT ROBINETTE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TESSA GILTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM TAILLON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 FAIR DR, COSTA MESA, CA 92626-6520
- In care of
- % VICE PRESIDENT BUSINESS AND FINAN
- Principal officer (990 for 2024)
- JUSTIN MCINTEE, 55 FAIR DRIVE, COSTA MESA, CA 92626
- Signed the 990
- MWAYI KANJADZA, CHIEF FINANCIAL OFFICER
- Phone
- (714) 556-3610
- Website
- WWW.VANGUARD.EDU
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 91-2164193 or by the name VANGUARD UNIVERSITY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- 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 FAMILY'S ABILITY TO CONTRIBUTE.Expenses $722,822 · grants $722,822
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
- 91-2164193
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $52,758,987
- Income (IRS master file)
- $39,302,493
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $35,517,620 | $795,234 | $52,758,987 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,166,778 | $624,126 | $17,489,859 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,529,035 | $376,670 | $15,604,659 | XML |
| 990 | June 2022 | $789,759 | $294,978 | $8,772,336 | 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 91-2164193).
Questions about VANGUARD UNIVERSITY FOUNDATION
- What is the EIN of VANGUARD UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of VANGUARD UNIVERSITY FOUNDATION is 91-2164193.
- Is VANGUARD UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to VANGUARD UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does VANGUARD UNIVERSITY FOUNDATION 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 UNIVERSITY FOUNDATION 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 UNIVERSITY FOUNDATION 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 UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JUSTIN MCINTEE.
- Who are the officers and directors of VANGUARD UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does VANGUARD UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $35,517,620, expenses of $795,234 and total assets of $52,758,987 at year end.
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- WATERMAN FOUNDATION EIN 90-0592256 · last filed 990-PF for 2025
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- ERICH AND MARTHA SCHWEIGERFOUNDATION INC EIN 26-0381371 · last filed 990-PF for 2024