Civic Intelligence

New Dimensions - a Public Charter School

990 • Fiscal year 2019 • EIN 56-2221716

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 10, 2020

550 Lenoir RoadMorganton, NC 28655

(828) 432-0065

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.59x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.78x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

24%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,748,712

Up $813,719 (+28%) from 2018

Net Assets

Up

$1,536,837

Up $372,092 (+32%) from 2018

Liabilities

Up

$2,211,875

Up $441,627 (+25%) from 2018

Revenue

Up

$2,850,542

Up $543,487 (+24%) from 2018

Expenses

Up

$2,478,450

Up $205,663 (+9.0%) from 2018

Net Income

Up

$372,092

Up $337,824 (+986%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $825,630Liabilities 2011: $349,695Net Assets 2011: $475,9352011Assets 2012: $2,104,267Liabilities 2012: $1,513,796Net Assets 2012: $590,4712012Assets 2013: $2,575,618Liabilities 2013: $1,692,679Net Assets 2013: $882,9392013Assets 2014: $2,483,112Liabilities 2014: $1,524,692Net Assets 2014: $958,4202014Assets 2015: $3,071,465Liabilities 2015: $2,120,037Net Assets 2015: $951,4282015Assets 2016: $2,946,458Liabilities 2016: $2,014,539Net Assets 2016: $931,9192016Assets 2017: $3,022,883Liabilities 2017: $1,892,406Net Assets 2017: $1,130,4772017Assets 2018: $2,934,993Liabilities 2018: $1,770,248Net Assets 2018: $1,164,7452018Assets 2019: $3,748,712Liabilities 2019: $2,211,875Net Assets 2019: $1,536,8372019Assets 2020: $4,601,119Liabilities 2020: $2,899,013Net Assets 2020: $1,702,1062020Assets 2021: $4,883,835Liabilities 2021: $2,841,191Net Assets 2021: $2,042,6442021Assets 2022: $6,123,386Liabilities 2022: $2,760,074Net Assets 2022: $3,363,3122022Assets 2023: $6,439,630Liabilities 2023: $2,609,236Net Assets 2023: $3,830,3942023Assets 2024: $6,834,991Liabilities 2024: $2,687,819Net Assets 2024: $4,147,1722024Assets 2025: $6,740,039Liabilities 2025: $2,437,347Net Assets 2025: $4,302,6922025

Highlighted filing

2019

Assets$3,748,712
Liabilities$2,211,875
Net Assets$1,536,837

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $710,0192011Expenses 2012: $1,103,5862012Expenses 2013: $1,497,9362013Revenue 2014: $1,880,094Expenses 2014: $1,804,613Net Income 2014: $75,4812014Revenue 2015: $2,024,324Expenses 2015: $2,031,316Net Income 2015: -$6,9922015Revenue 2016: $2,105,022Expenses 2016: $2,124,531Net Income 2016: -$19,5092016Revenue 2017: $2,386,183Expenses 2017: $2,187,625Net Income 2017: $198,5582017Revenue 2018: $2,307,055Expenses 2018: $2,272,787Net Income 2018: $34,2682018Revenue 2019: $2,850,542Expenses 2019: $2,478,450Net Income 2019: $372,0922019Revenue 2020: $3,041,726Expenses 2020: $2,876,457Net Income 2020: $165,2692020Revenue 2021: $3,632,947Expenses 2021: $3,292,409Net Income 2021: $340,5382021Revenue 2022: $5,853,928Expenses 2022: $4,533,260Net Income 2022: $1,320,6682022Revenue 2023: $5,756,586Expenses 2023: $5,289,504Net Income 2023: $467,0822023Revenue 2024: $5,872,009Expenses 2024: $5,555,231Net Income 2024: $316,7782024Revenue 2025: $6,306,702Expenses 2025: $6,151,182Net Income 2025: $155,5202025

Highlighted filing

2019

Revenue$2,850,542
Expenses$2,478,450
Net Income$372,092
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 10, 2020
Return Version
2018v3.1
Gross Receipts
$2,850,542
Mission and Program Overview

Mission

Operate a public charter school pursuant to G.S. 115C-238.29A

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,466,616$2,803,632▲ $337,016
Cash and Non-Interest-Bearing Accounts$459,032$941,877▲ $482,845
Accounts Receivable$8,163$3,203▼ $4,960
Prepaid Expenses and Deferred Charges$1,182--
Total Assets$2,934,993$3,748,712▲ $813,719
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,756,323$2,200,000▲ $443,677
Accounts Payable and Accrued Expenses$13,925$11,875▼ $2,050
Total Liabilities$1,770,248$2,211,875▲ $441,627
Net Assets / Fund Balance
Unrestricted Net Assets$454,452$933,205▲ $478,753
Temporarily Rstr Net Assets$710,293$603,632▼ $106,661
Total Net Assets Fund Balance$1,164,745$1,536,837▲ $372,092
Total Liabilities and Net Assets / Fund Balance$2,934,993$3,748,712▲ $813,719

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,644,365$453,183$2,097,548
Land$693,012-$693,012
Other Land Buildings$395,992$0$395,992
Equipment$56,142$211,929$268,071
Leasehold Improvements$14,121$10,799$24,920
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brandi BehlkeBoard Chairman
Regina RhodesVice Chair
Dorie EvansDirector
Keith BowmanDirector
Kristen RodriguezDirector
Pamela HarrelsonDirector
Paul KiddDirector
Tracy JonesDirector
Shanna WallSecretary
David MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,743,812
Program Service Revenue
$23,032
Investment Income
$0
Other Revenue
$83,698
All Other Contributions
$98,867
Change in Net Assets
$372,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,850,542
Total Revenue per Audited Statements
$2,850,542
Total Revenue per Form 990
$2,850,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,766,761
Other Expenses$711,689
Total Fundraising Expense$17,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,371,921$57,557$0$1,429,478
Other Employee Benefits$200,476$10,314$0$210,790
Payroll Taxes$108,155$4,657$0$112,812
Depreciation Depletion$7,593$76,894$0$84,487
All Other Expenses$70,016$2,671$0$72,687
Interest$0$71,191$0$71,191
Occupancy$0$68,181$0$68,181
Office Expenses$14,893$12,213$0$27,106
Other Expenses$20,863$0$0$20,863
Information Technology$14,711$0$0$14,711
Insurance$0$14,082$0$14,082
Pension Plan Contributions$13,681$0$0$13,681
Fees for Services Accounting$0$8,600$0$8,600
Advertising$0$6,027$0$6,027
Conferences and Meetings$4,953$0$0$4,953
Travel$955$0$0$955
Total Functional Expenses$2,008,160$452,715$17,575$2,478,450

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,478,450
Total Expenses per Audited Statements$2,478,450
Total Expenses per Form 990$2,478,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The New Dimensions School Inc
EIN
56-2221716
Phone
8284320065
Address
550 Lenoir Road, Morganton, NC 28655

Signing Officer

Name
Regina Rhodes
Title
Chair
Phone
8284320065
Signed
2020-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regina Rhodes
Formed
2000
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
66
Volunteers
50

Preparer

Firm
Darrell L Keller CPA PA
Address
PO Box 1028, Kings Mountain, NC 28086
Preparer
Darrell L Keller
Phone
7047390771
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 reviewed by board prior to filing.

Pt VI, Line 12C

Conflict of Interest statements signed annually.

Form 990, Part IX, Line 24E

Field Trips 43345. 43345. 0. 0.

Form 990, Part IX, Line 24E

Telecomm ERate 11564. 11564. 0. 0.

Form 990, Part IX, Line 24E

Food Services 4933. 4933. 0. 0.

Form 990, Part IX, Line 24E

Tax Expense 12845. 10174. 2671. 0.

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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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IRS990/OtherRevenueMiscGrp/Desc0Student Activities
IRS990/OtherRevenueMiscGrp/Desc1Others
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt019315
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt121975
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019315
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt121975
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt041290
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt057557
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01371921
IRS990/OtherSalariesAndWagesGrp/TotalAmt01429478
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04657
IRS990/PayrollTaxesGrp/ProgramServicesAmt0108155
IRS990/PayrollTaxesGrp/TotalAmt0112812
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013681
IRS990/PensionPlanContributionsGrp/TotalAmt013681
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01182
IRS990/PrincipalOfficerNm0Regina Rhodes
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Food Services
IRS990/ProgramServiceRevenueGrp/Desc1Child Care
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014583
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18449
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02193728
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0646036
IRS990/PYOtherRevenueAmt088949
IRS990/PYProgramServiceRevenueAmt024378
IRS990/PYRevenuesLessExpensesAmt034268
IRS990/PYSalariesCompEmpBnftPaidAmt01626751
IRS990/PYTotalExpensesAmt02272787
IRS990/PYTotalRevenueAmt02307055
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0372092
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt042408
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02850542
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01644365
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0453183
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02097548
IRS990ScheduleD/EquipmentGrp/BookValueAmt056142
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0211929
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0268071
IRS990ScheduleD/ExpensesSubtotalAmt02478450
IRS990ScheduleD/LandGrp/BookValueAmt0693012
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0693012
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014121
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010799
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024920
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0395992
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0395992
IRS990ScheduleD/RevenueSubtotalAmt02850542
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02803632
IRS990ScheduleD/TotalExpensesPerForm990Amt02478450
IRS990ScheduleD/TotalRevenuePerForm990Amt02850542
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02850542
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02478450
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Advertising spots on radio and in newspapers, mailouts and contained on all school literature. N/A
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 reviewed by board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of Interest statements signed annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trips 43345. 43345. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telecomm ERate 11564. 11564. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food Services 4933. 4933. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax Expense 12845. 10174. 2671. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0710293
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0603632
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02934993
IRS990/TotalAssetsEOYAmt03748712
IRS990/TotalAssetsGrp/BOYAmt02934993
IRS990/TotalAssetsGrp/EOYAmt03748712
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02743812
IRS990/TotalEmployeeCnt066

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.74$2.44$4.30$6.31$6.15$0.16
2024Detailed filing. Detailed filing data is available for this year.$6.83$2.69$4.15$5.87$5.56$0.32
2023Detailed filing. Detailed filing data is available for this year.$6.44$2.61$3.83$5.76$5.29$0.47
2022Detailed filing. Detailed filing data is available for this year.$6.12$2.76$3.36$5.85$4.53$1.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$2.84$2.04$3.63$3.29$0.34
2020Detailed filing. Detailed filing data is available for this year.$4.60$2.90$1.70$3.04$2.88$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.75$2.21$1.54$2.85$2.48$0.37
2018Detailed filing. Detailed filing data is available for this year.$2.93$1.77$1.16$2.31$2.27$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.02$1.89$1.13$2.39$2.19$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.95$2.01$0.93$2.11$2.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.07$2.12$0.95$2.02$2.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.48$1.52$0.96$1.88$1.80$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$1.69$0.88$1.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$1.51$0.59$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.35$0.48$0.71
Peer Organizations

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