Civic Intelligence

New Vision Charter School PTO

EIN 20-5942782 • 501(c)3 • Loveland, CO

Profile

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.

299 Peridot AveLoveland, CO 80537

www.newvisioncharterschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

86th percentile

45%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,783

Up $7,022 (+45%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$22,783

Up $7,022 (+45%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$58,040

Up $16,401 (+39%) from 2024

Expenses

Up

$51,018

Up $10,700 (+27%) from 2024

Net Income

Up

$7,022

Up $5,701 (+432%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2022: $16,643Net Assets 2022: $16,6432022Assets 2023: $14,440Net Assets 2023: $14,4402023Assets 2024: $15,761Net Assets 2024: $15,7612024Assets 2025: $22,783Net Assets 2025: $22,7832025

Highlighted filing

2025

Assets$22,783
Liabilities-
Net Assets$22,783
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2022: $33,503Expenses 2022: $31,463Net Income 2022: $2,0402022Revenue 2023: $45,872Expenses 2023: $48,075Net Income 2023: -$2,2032023Revenue 2024: $41,639Expenses 2024: $40,318Net Income 2024: $1,3212024Revenue 2025: $58,040Expenses 2025: $51,018Net Income 2025: $7,0222025

Highlighted filing

2025

Revenue$58,040
Expenses$51,018
Net Income$7,022
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,783
Liabilities
-
Net assets
$22,783
Revenue
$58,040
Expenses
$51,018
Net income
$7,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.8$22.8$58.0$51.0$7.02
2024Detailed filing. Detailed filing data is available for this year.$15.8$15.8$41.6$40.3$1.32
2023Detailed filing. Detailed filing data is available for this year.$14.4$14.4$45.9$48.1$2.20
2022Detailed filing. Detailed filing data is available for this year.$16.6$16.6$33.5$31.5$2.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$78,967
Mission and Program 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.

Program Services

DescriptionGrantsExpenses
During the 2024-2025 school year there were 1007 students and 90 staff.-$49,469
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Xander MarshallPresident-$0--
Jamie KimberlinVice President-$0--
Jennifer ClaytonSecretary-$0--
Chelsey PhillipsTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hawk Walk$61,966$61,966$13,798$48,168
Holiday Shop$6,761$6,761$517$6,244
Total Events$74,760$74,760$20,927$53,833
Filing and Contact Details

Filer

Filer Name
New Vision Charter School PTO
EIN
20-5942782
Phone
9705936827
Address
299 Peridot Ave, Loveland, CO 80537

Signing Officer

Name
Chelsey Phillips
Title
Treasurer
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Rose E Melville CPA
Address
PO BOX 7312, LOVELAND, CO 80537
Preparer
Rose E Melville CPA
Phone
9706696704
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $270”

Other Expenses.1

“Teacher Requests $36409”

Other Expenses.2

“Teacher Appreciation $9430”

Other Expenses.3

“P/T Conferences $3630”

Other Expenses.4

“Volunteer Expenses $924”

Raw XML Appendix159 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt050663
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01362
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Appreciation $9430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3P/T Conferences $3630
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
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ReturnHeader/Filer/BusinessNameControlTxt0NEWV
ReturnHeader/Filer/EIN0205942782
ReturnHeader/Filer/PhoneNum09705936827
ReturnHeader/Filer/USAddress/AddressLine1Txt0299 Peridot Ave
ReturnHeader/Filer/USAddress/CityNm0Loveland
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080537
ReturnHeader/PreparerPersonGrp/PhoneNum09706696704
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-29T11:09:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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