Nonprofit · EIN 56-2221716
NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL
Tax-exempt · RUTHERFORDTON, NC 28139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,306,702 | $6,151,182 | $155,520 | $6,740,039 | $2,437,347 | $4,302,692 |
| June 30, 2024 | 990 | $5,872,009 | $5,555,231 | $316,778 | $6,834,991 | $2,687,819 | $4,147,172 |
| June 30, 2023 | 990 | $5,756,586 | $5,289,504 | $467,082 | $6,439,630 | $2,609,236 | $3,830,394 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,049,995
- of which government grants
- $6,023,534
- Program service revenue
- $78,761
- Investment income
- $0
- Net rental income
- $40,400
- Other revenue
- $177,946
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $90,000
- Other salaries and wages
- $3,842,075
- Salaries, compensation and benefits (total)
- $4,820,123
- Professional fundraising fees
- $0
- Accounting fees
- $12,548
- Occupancy
- $106,868
- Travel
- $250
- Depreciation
- $180,085
- Program services (functional)
- $5,078,889
- Management and general (functional)
- $1,072,293
Balance sheet and other
- Total assets, start of year
- $6,834,991
- Total assets, end of year
- $6,740,039
- Total liabilities, end of year
- $2,437,347
- Net assets, end of year
- $4,302,692
- Land, buildings and equipment
- $4,670,577
- Net assets without donor restrictions
- $2,047,905
- Net assets with donor restrictions
- $2,254,787
- Gross receipts
- $6,306,702
- Employees
- 118
- Volunteers
- 50
- Year formed
- 2000
- State of legal domicile
- NC
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Lisa Swartz | Business Manager Officer | 40 | $0 | $50,000 |
| Lisa Ervin | School Director Key employee, Highest-paid employee | 40 | $0 | $40,000 |
| Jamie Smith | Board Chair Trustee or director | 2 | $0 | $0 |
| Paul Carlson | Member Trustee or director | 2 | $0 | $0 |
| David Martin | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Chris Beam | Member Trustee or director, Officer | 2 | $0 | $0 |
| Pamela Harrelson | Member Trustee or director | 2 | $0 | $0 |
| Krystal Drakin | Member Trustee or director, Officer | 2 | $0 | $0 |
| Isaac Crouch | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Laura Gratton | Vice Chair Trustee or director | 2 | $0 | $0 |
| Mark Tolbert | Member Trustee or director | 2 | $0 | $0 |
| Lennie Moore | Member Trustee or director | 2 | $0 | $0 |
| Robert Vasile | Member Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Ervin | School Director Key employee, Highest-paid employee | 40 | $76,842 |
| Lisa Swartz | Business Manager Officer | 40 | $47,887 |
| Chris Beam | Member Trustee or director, Officer | 2 | $1,400 |
| Jamie Smith | Board Chair Trustee or director | 2 | $0 |
| Paul Carlson | Member Trustee or director | 2 | $0 |
| David Martin | Treasurer Trustee or director, Officer | 2 | $0 |
| Tracy Jones | Member Trustee or director | 2 | $0 |
| Pamela Harrelson | Member Trustee or director | 2 | $0 |
| Krystal Drakin | Member Trustee or director, Officer | 2 | $0 |
| Isaac Crouch | Secretary Trustee or director, Officer | 2 | $0 |
| Laura Gratton | Vice Chair Trustee or director | 2 | $0 |
| Mark Tolbert | Member Trustee or director | 2 | $0 |
| Lennie Moore | Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Burleson | School Director Key employee, Highest-paid employee | 40 | $99,386 |
| Lisa Swartz | Business Manager Officer | 40 | $45,244 |
| Jamie Smith | Vice Chair Trustee or director | 2 | $0 |
| Casey Kinard | Member Trustee or director | 2 | $0 |
| David Martin | Treasurer Trustee or director, Officer | 2 | $0 |
| Chris Beam | Member Trustee or director, Officer | 2 | $0 |
| Tracy Jones | Member Trustee or director | 2 | $0 |
| Pamela Harrelson | Member Trustee or director | 2 | $0 |
| Krys Drakin | Member Trustee or director, Officer | 2 | $0 |
| Shanna Wall | Secretary Trustee or director, Officer | 2 | $0 |
| Laura Gratton | Member Trustee or director | 2 | $0 |
| Mark Tolbert | Member Trustee or director | 2 | $0 |
| Isaac Crouch | Member Trustee or director | 2 | $0 |
| Regina Rhodes | Chair Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 86, RUTHERFORDTON, NC 28139-0086
- In care of
- % NEW DIMENSIONS SCHOOL
- Principal officer (990 for 2024)
- Jamie Smith, 550 Lenoir Rd, Morganton, NC 28655
- Signed the 990
- Jamie Smith, Chair
- Phone
- (828) 432-0065
- Website
- www.ndschool.org
- Return prepared by
- Darrell L Keller CPA PA
Mission
Operate a public charter school pursuant to G.S. 115C-238.29A
Program accomplishments
- Operate a public charter school for the education of childrenExpenses $5,078,889 · revenue $6,306,702
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2221716
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $6,740,039
- Income (IRS master file)
- $6,306,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,306,702 | $6,151,182 | $6,740,039 | XML |
| 990 | June 2024 | $5,872,009 | $5,555,231 | $6,834,991 | XML |
| 990 | June 2023 | $5,756,586 | $5,289,504 | $6,439,630 | XML |
| 990 | June 2022 | $5,853,928 | $4,533,260 | $6,123,386 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 56-2221716).
Questions about NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL
- What is the EIN of NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL?
- The employer identification number (EIN) of NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL is 56-2221716.
- Is NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL 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 DIMENSIONS - A PUBLIC CHARTER SCHOOL 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 DIMENSIONS - A PUBLIC CHARTER SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names Jamie Smith.
- Who are the officers and directors of NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does NEW DIMENSIONS - A PUBLIC CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,306,702, expenses of $6,151,182 and total assets of $6,740,039 at year end.
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All nonprofits in RUTHERFORDTON · North Carolina · Education