NEW VISION CHARTER SCHOOL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Matt Braggins

Phone

9705935827

Tax Period

2024-07-01 to 2025-06-30

NEW VISION CHARTER SCHOOL, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $14.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $13.3M left a modest 9% surplus.

Mission

Our mission is to challenge encourage and empower students everyday to persevere on their journey to becoming lifelong learners.

Program Service Accomplishments

Program 1

Expenses: $7,232,608 Revenue: $0

Operation of the New Vision Charter School benefitting approximately 874 students.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $922,771

Program Service Revenue $12,858,087

Investment Income $746,288

Other Revenue $82,116

TOTAL REVENUE $14,609,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,186,988

Fundraising Expenses $0

Program Expenses $7,232,608

Other Expenses $5,071,819

TOTAL EXPENSES $13,258,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,609,262	$13,306,564	+0.1%
Expenses	$13,258,807	$12,070,791	+0.1%
Net Income	$1,350,455	$1,235,773	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

103

Volunteers

172

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matt Braggins	President	2.00	Officer Director	$0	$0	$0
Rob Protzman	Vice President	2.00	Officer Director	$0	$0	$0
Heidi Mockerman	Secretary	2.00	Officer Director	$0	$0	$0
Rick Daley	Treasurer	2.00	Officer Director	$0	$0	$0
Heather Gurrini	Member	2.00	Director	$0	$0	$0
Amy Holly	Member	2.00	Director	$0	$0	$0
Michael Hinterberg	Member	2.00	Director	$0	$0	$0
Marian Hejl	Executive Director	40.00	Highest	$132,500	$32,344	$164,844
Mary Baker	K-4 Principal	40.00	Highest	$117,700	$28,248	$145,948
Pat Sweat	Finance Director	40.00	Highest	$115,346	$27,683	$143,029
Maria Stafford	5-8th Principal	40.00	Highest	$101,230	$24,295	$125,525

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$14,609,262	$13,258,807	$46,588,380	$1,350,455
2024	No data	No data	No data	No data
2023	$13,303,020	$12,347,842	$43,739,718	$955,178
2022	$11,623,974	$10,480,227	$42,182,430	$1,143,747
2021	$10,055,418	$7,866,797	$30,748,962	$2,188,621