Civic Intelligence

Vanguard School Foundation Inc.

990 • Fiscal year 2017 • EIN 59-3542447

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

22000 Highway 27Lake Wales, FL 33859

(863) 676-6091

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

62nd percentile

7.3%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$253,887

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 91.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,297,873

Up $399,035 (+8.1%) from 2016

Net Assets

Up

$5,297,873

Up $399,035 (+8.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$276,454

Up $51,079 (+23%) from 2016

Expenses

Down

$256,182

Down $38,380 (-13%) from 2016

Net Income

Up

$20,272

Up $89,459 (+129%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,218,790Liabilities 2011: $0Net Assets 2011: $4,218,7902011Assets 2012: $4,146,094Liabilities 2012: $0Net Assets 2012: $4,146,0942012Assets 2013: $4,499,494Liabilities 2013: $0Net Assets 2013: $4,499,4942013Assets 2014: $5,131,043Liabilities 2014: $0Net Assets 2014: $5,131,0432014Assets 2015: $5,057,911Liabilities 2015: $0Net Assets 2015: $5,057,9112015Assets 2016: $4,898,838Liabilities 2016: $0Net Assets 2016: $4,898,8382016Assets 2017: $5,297,873Liabilities 2017: $0Net Assets 2017: $5,297,8732017Assets 2018: $5,519,225Liabilities 2018: $0Net Assets 2018: $5,519,2252018Assets 2019: $5,670,199Liabilities 2019: $0Net Assets 2019: $5,670,1992019Assets 2020: $5,663,166Liabilities 2020: $0Net Assets 2020: $5,663,1662020Assets 2021: $7,262,858Liabilities 2021: $0Net Assets 2021: $7,262,8582021Assets 2022: $5,560,765Liabilities 2022: $0Net Assets 2022: $5,560,7652022Assets 2023: $5,963,147Liabilities 2023: $0Net Assets 2023: $5,963,1472023Assets 2024: $6,419,174Liabilities 2024: $13Net Assets 2024: $6,419,1612024

Highlighted filing

2017

Assets$5,297,873
Liabilities$0
Net Assets$5,297,873

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $337,1582011Revenue 2012: $174,435Expenses 2012: $361,768Net Income 2012: -$187,3332012Revenue 2013: $167,994Expenses 2013: $241,923Net Income 2013: -$73,9292013Revenue 2014: $267,412Expenses 2014: $251,080Net Income 2014: $16,3322014Revenue 2015: $283,177Expenses 2015: $263,997Net Income 2015: $19,1802015Revenue 2016: $225,375Expenses 2016: $294,562Net Income 2016: -$69,1872016Revenue 2017: $276,454Expenses 2017: $256,182Net Income 2017: $20,2722017Revenue 2018: $353,696Expenses 2018: $251,167Net Income 2018: $102,5292018Revenue 2019: $248,202Expenses 2019: $253,205Net Income 2019: -$5,0032019Revenue 2020: $214,655Expenses 2020: $312,618Net Income 2020: -$97,9632020Revenue 2021: $373,705Expenses 2021: $349,219Net Income 2021: $24,4862021Revenue 2022: $391,232Expenses 2022: $839,256Net Income 2022: -$448,0242022Revenue 2023: $198,554Expenses 2023: $492,127Net Income 2023: -$293,5732023Revenue 2024: $376,133Expenses 2024: $761,873Net Income 2024: -$385,7402024

Highlighted filing

2017

Revenue$276,454
Expenses$256,182
Net Income$20,272
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$461,691
Mission and Program Overview

Mission

Direct support organization providing student scholarships for the vanguard school of lake wales, florida.

Providing scholarships for the Vanguard School of Lake Wales, Florida

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,855,881$5,199,016▲ $343,135
Cash and Non-Interest-Bearing Accounts$42,957$98,857▲ $55,900
Total Assets$4,898,838$5,297,873▲ $399,035
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,898,838$5,285,828▲ $386,990
Temporarily Rstr Net Assets$0$12,045▲ $12,045
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$4,898,838$5,297,873▲ $399,035
Total Liabilities and Net Assets / Fund Balance$4,898,838$5,297,873▲ $399,035
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kristina RenteriaBusiness Manager (Former)$71,883$71,883
Mary ParrishBusiness Manager$36,989$36,989

Board Members and Trustees

NameTitle
Charles McPhersonChairman
Arnold HaynesDirector
Becky JohnsonDirector
CB MyersDirector
Glen StrehleDirector
John FazziniDirector
Tom OwenDirector
Viloleta SaludDirector
Harold MareadyHead of School
Revenue and Support

Revenue Composition

Contributions and Grants
$12,045
Program Service Revenue
$0
Investment Income
$264,409
Other Revenue
$0
All Other Contributions
$12,045
Change in Net Assets
$20,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$253,018
Other Expenses$3,164
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$253,018--$253,018
Fees for Services Accounting-$3,000-$3,000
Office Expenses-$103-$103
Other Expenses$0$61$0$61
Total Functional Expenses$253,018$3,164$0$256,182
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Vanguard School of Lake WalesLake Wales, FL501 (c) (3)For student scholarships$253,018
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The President and Business Manager review the Form 990 and a copy is provided to the Board Members for review prior to filing.

Form 990, Part VI, Section B, Line 12C

Any possible conflict of interest shall be disclosed by the person or persons concerned to the President of the school. When a conflict of interest is relevant to a matter requiring action by the Board of Trustees, the President shall call it to the attention of the Board of Trustees and said person(s) shall not vote on the matter. When there is a doubt as to whether a conflict exists, the matter shall be resolved by vote of the Board of Trustees, excluding the person(s) concerning whose situation the doubt has arisen. The official minutes of the Board of Trustees shall reflect that the conflict of interest was disclosed and the interested person(s) was (were) not present during the final discussion or vote and did not vote on the matter.

Form 990, Part VI, Section C, Line 19

Form 990 and other governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Vanguard School Foundation Inc
EIN
59-3542447
Phone
8636766091
Address
22000 Highway 27, Lake Wales, FL 33859

Signing Officer

Name
Harold Maready
Title
Head of School
Phone
8636766091
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Maready
Formed
1998
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Outsource Accounting Services
Address
6856 Crescent Oaks Cir, Lakeland, FL 33813
Preparer
Alicia Sentner
Phone
8636704117
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Provided funds for student scholarships.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section E, Line 2a
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0592298398
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0253018
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Vanguard School of Lake Wales
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0253018
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0253018
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c) (3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0For student scholarships
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Vanguard School of Lake Wales
IRS990ScheduleI/RecipientTable/RecipientEIN0592298398
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt022000 Highway 27
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lake Wales
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033859
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A scholarship committee reviews the students needs prior to establishing the amount of scholarship awarded. Funds are transferred directly to the school and applied to the student's account.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0242439
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010248
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt01200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Harold Maready
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Head of School
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0253887
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The compensation of the President is determined by the supported organization, the Vanguard School of Lake Wales, Inc. The school uses the Form 990 of other organizations, compensation studies and approval by the Board of Directors when determining the compensation of the President.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The President and Business Manager review the Form 990 and a copy is provided to the Board Members for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any possible conflict of interest shall be disclosed by the person or persons concerned to the President of the school. When a conflict of interest is relevant to a matter requiring action by the Board of Trustees, the President shall call it to the attention of the Board of Trustees and said person(s) shall not vote on the matter. When there is a doubt as to whether a conflict exists, the matter shall be resolved by vote of the Board of Trustees, excluding the person(s) concerning whose situation the doubt has arisen. The official minutes of the Board of Trustees shall reflect that the conflict of interest was disclosed and the interested person(s) was (were) not present during the final discussion or vote and did not vote on the matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 and other governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Vanguard School of Lake Wales
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592298398
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt022000 Highway 27
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Lake Wales
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033859
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012045
IRS990/TempOrPermanentEndowmentsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.38$0.76$0.39
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.20$0.49$0.29
2022Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.39$0.84$0.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.00$7.26$0.37$0.35$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.21$0.31$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.25$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.35$0.25$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.28$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.23$0.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.28$0.26$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.27$0.25$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.00$4.50$0.17$0.24$0.07
2012Summary only. Only limited summary data is available for this year.$4.15$0.00$4.15$0.17$0.36$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.00$4.22$0.34