Nonprofit · EIN 20-5942782
NEW VISION CHARTER SCHOOL PTO
Also known as NEW VISION PTO
Tax-exempt (reinstated) · LOVELAND, CO 80537
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $58,040 | $51,018 | $7,022 | $22,783 | – | $22,783 |
| June 30, 2024 | 990-EZ | $41,639 | $40,318 | $1,321 | $15,761 | – | $15,761 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $52
- Net income from fundraising events
- $57,988
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $355
- Other expenses
- $50,663
- Program services (functional)
- $49,469
Balance sheet and other
- Total assets, start of year
- $15,761
- Total assets, end of year
- $22,783
- Total liabilities, end of year
- –
- Net assets, end of year
- $22,783
- Cash, savings and investments
- $22,783
- Gross receipts
- $78,967
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Xander Marshall | President | 0 | $0 |
| Jamie Kimberlin | Vice President | 0 | $0 |
| Jennifer Clayton | Secretary | 0 | $0 |
| Chelsey Phillips | Treasurer | 0 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Xander Marshall | President | 0 | $0 |
| Jamie Kimberlin | Vice President | 0 | $0 |
| Jennifer Clayton | Secretary | 0 | $0 |
| Chelsey Phillips | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 299 PERIDOT ST, LOVELAND, CO 80537-5197
- In care of
- % RACHEL HALL
- Mailing address (990-N for 2020)
- 2366 East 1st Street, Loveland CO 80537
- Principal officer (990-N for 2020)
- Malinda Braggins, 2366 East 1st Street, Loveland CO 80537
- Signed the 990-EZ
- Chelsey Phillips, Treasurer
- Phone
- (970) 593-6827
- Return prepared by
- ROSE E MELVILLE CPA
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.
Program accomplishments
- During the 2024-2025 school year there were 1007 students and 90 staff.Expenses $49,469
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-5942782
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $22,783
- Income (IRS master file)
- $78,967
Revocation and reinstatement
- Exemption revoked
- November 15, 2013
- Posted by the IRS
- March 10, 2014
- Reinstated
- Effective November 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $58,040 | $51,018 | $22,783 | XML |
| 990-EZ | June 2024 | $41,639 | $40,318 | $15,761 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Malinda Braggins | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Erin Larkins | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-5942782).
Questions about NEW VISION CHARTER SCHOOL PTO
- What is the EIN of NEW VISION CHARTER SCHOOL PTO?
- The employer identification number (EIN) of NEW VISION CHARTER SCHOOL PTO is 20-5942782.
- Is NEW VISION CHARTER SCHOOL PTO tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2013 and reinstated it effective November 15, 2013.
- Are donations to NEW VISION CHARTER SCHOOL PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW VISION CHARTER SCHOOL PTO 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 NEW VISION CHARTER SCHOOL PTO 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 NEW VISION CHARTER SCHOOL PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of NEW VISION CHARTER SCHOOL PTO?
- The 990-N for 2020 names Malinda Braggins.
- Who are the officers and directors of NEW VISION CHARTER SCHOOL PTO?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does NEW VISION CHARTER SCHOOL PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $58,040, expenses of $51,018 and total assets of $22,783 at year end.
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