New Vision Charter School PTO
Nonprofit profile at a glance
- EIN
- 205942782
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Loveland, CO, USA
- Phone
- 9705936827
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $58,040
- Expenses
- $51,018
- Assets
- $22,783
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Xander Marshall (President)
- Jamie Kimberlin (Vice President)
People named in this filing
- Xander Marshall (President)
- Jamie Kimberlin (Vice President)
- Jennifer Clayton (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The purpose of the New Vision PTO is to support and enhance the education of thechildren at the New Vision Charter School by fostering a spirit of cooperation, andpromoting open communication between families and staff of the school.
What it reported doing in 2024
During the 2024-2025 school year there were 1007 students and 90 staff.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 90
- Transparency & Controls: 82
- Sustainability: 45
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.2%; rating input score 85
- Program expense ratio: 97%; rating input score 97
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 12.1%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 0.45; rating input score 27; 27th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 16.5% per year; rating input score 100; 79th percentile among comparable filings
- Revenue growth: 15.5% per year; rating input score 100; 87th percentile among comparable filings
- Asset growth: 11.3% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: 85.2% of revenue deployed · 97% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $49K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Total-asset coverage ratio scored 27/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.