2017-12-07T07:55:12-06:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 402 SOUTH KENTUCKY AVENUE SUITE 600 LAKELAND FL 33801 990 2016-07-01 592298398 THE VANGUARD SCHOOL OF LAKE WALES FLORIDA INC VANG 8636766091 22000 HIGHWAY 27 LAKE WALES FL 33859 HAROLD MAREADY HEAD OF SCHOOL 8636766091 2017-12-01 1 TORI LEHMAN P00313085 8636805600 2017-11-30 67.137.57.251 2017-12-01 08:15:52 ES P BDEB41F530CE94BFD87034C63419186A66044343 AB3B487CF876E6D678714254ABF4DA4E0998236E 2016 2017-02-10 21:41:12Z HAROLD MAREADY 22000 HIGHWAY 27 LAKE WALES FL 33859 5024054 0 X VANGUARDSCHOOL.ORG X 1983 FL AN INDEPENDENT, CO-EDUCATIONAL, BOARDING AND DAY SCHOOL FOR STUDENTS WHO LEARN DIFFERENTLY. 15 15 70 13 0 0 587214 579918 4318380 3843410 67493 429518 26926 40706 5000013 4893552 518125 586043 0 0 2684140 2232317 0 0 74734 2034693 2019742 5236958 4838102 -236945 55450 11207513 11443666 2524320 2689596 8683193 8754070 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. 0 0 3694701 586043 3843410 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. 3694701 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 70 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 FL X MARY PARRISH 8636766091 22000 HIGHWAY 27 LAKE WALES FL 33859 PETER PHILLIPS CHAIR 1.00 0.00 X X 0 0 0 LILI GEEHR VICE CHAIR 1.00 0.00 X X 0 0 0 TOM OWEN TREASURER 1.00 1.00 X X 0 0 0 VIOLETA SALUD SECRETARY 1.00 1.00 X X 0 0 0 GEORGE ANDREWS TRUSTEE 1.00 0.00 X 0 0 0 CARLOS BERUFF TRUSTEE 1.00 0.00 X 0 0 0 LORI CUNNINGHAM TRUSTEE 1.00 0.00 X 0 0 0 KYLE GREEN TRUSTEE 1.00 0.00 X 0 0 0 HOWARD KAY TRUSTEE 1.00 0.00 X 0 0 0 MAX LINTON TRUSTEE 1.00 0.00 X 0 0 0 FREDERICK MURPHY TRUSTEE 1.00 0.00 X 0 0 0 LYNN SHELTON TRUSTEE 1.00 0.00 X 0 0 0 JUNE ULLMAN TRUSTEE 1.00 0.00 X 0 0 0 ROYCE GODWIN TRUSTEE 1.00 0.00 X 0 0 0 ARNOLD HAYNES TRUSTEE 1.00 1.00 X 0 0 0 HAROLD MAREADY HEAD OF SCHOOL 40.00 1.00 X 242439 0 11448 MARY PARRISH BUSINESS MANAGER AS OF JANUARY 2017 40.00 1.00 X 29238 0 7751 KRISTINA RENTERIA BUSINESS MANAGER THROUGH JANUARY 2017 40.00 1.00 X 66797 0 5086 338474 0 24285 1 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 464857 E&A CLEANING 529 W BRANNEN ROAD LAKELAND FL 33813 MAINTENANCE 273240 2 253018 326900 579918 TUITION & FEES 611110 3760076 3760076 SUMMER CAMP REVENUE 611110 79830 79830 ATHLETIC PROGRAM 611110 3504 3504 3843410 56136 56136 14325 0 14325 14325 14325 503884 130502 373382 373382 373382 MISCELLANEOUS INCOME 611110 22381 22381 YEARBOOK INCOME 611110 4000 4000 26381 4893552 3843410 0 470224 586043 586043 368248 265138 92062 11048 1439666 959043 437433 43190 57316 37953 17644 1719 214849 141554 66997 6298 152238 102976 44695 4567 703 703 31218 31218 12692 12692 456399 448577 7138 684 39780 32552 7228 78129 57565 20564 69096 26040 43056 568854 463548 105306 43150 38835 4315 68694 647 68047 28006 25205 2801 369690 332721 36969 101480 91332 10148 SCHOOL PROGRAMS 102570 102570 INSTRUCTIONAL MATERIALS 12140 12140 MEMBERSHIPS AND SUBSCRI 5682 2814 2868 31459 31459 4838102 3694701 1068667 74734 62136 75408 182182 832236 8889 110401 53102 55737 11669280 5510207 6217805 6159073 4683399 4210811 11207513 11443666 1632549 1267507 198201 753320 693570 656119 0 12650 2524320 2689596 X 8514139 8541382 169054 212688 8683193 8754070 11207513 11443666 55450 15427 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102792 102792 10201144 4447194 5753950 1365344 1063013 302331 6159073 CAPITAL LEASE 12650 12650 X 4302740 15427 15427 4287313 12692 593547 606239 4893552 4231863 0 4231863 12692 593547 606239 4838102 PART X, LINE 2: THE SCHOOL HAS ADOPTED ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS. WHEN APPLICABLE, ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT IN THE SCHOOL'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 586,043. YEARBOOK SALES 4,000. ATHLETIC PROGRAM REVENUE 3,504. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 586,043. YEARBOOK SALES 4,000. ATHLETIC PROGRAM REVENUE 3,504. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH THEIR WEBSITE AND BROCHURES. 1 SCHOLARSHIPS 58 586043 N/A N/A PART I, LINE 2: SCHOLARSHIP FUNDS ARE AWARDED BASED ON THE RECOMMENDATION OF THE SCHOLARSHIP COMMITTEE. THESE AWARDS ARE THEN DIRECTLY APPLIED AGAINST THE STUDENT'S TUITION FEES. THERE IS NO CASH AWARD GIVEN DIRECTLY TO THE STUDENT. X X X 0 0 0 0 0 0 0 0 0 HAROLD MAREADY HEAD OF SCHOOL 242439 0 0 0 0 0 10248 0 1200 0 253887 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE TREASURER AND THE BOARD CHAIRMAN; A COPY IS THEN PROVIDED TO EACH DIRECTOR FOR REVIEW PRIOR TO ITS FILING WITH THE IRS. 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 B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD COMPARES SALARIES OF COMPARABLE SCHOOLS IN THE GEOGRAPHICAL AREA PROVIDING COMPARABLE SPECIALIZED EDUCATION SERVICES. THE COMPENSATION PROCESS IS COMPLETED DURING THE BUDGETING PROCESS AND SALARIES ARE DETERMINED BY PERFORMANCE AND COMPARISON WITH OTHER SIMILAR SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE VANGUARD SCHOOL FOUNDATION INC 22000 HIGHWAY 27 LAKE WALES FL 33859 593542447 SCHOLARSHIP FUNDS FL 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0