Civic Intelligence

Sedgefield School Inc.

990EZ • Fiscal year 2014 • EIN 46-3360303

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 08, 2014

Organization ProfileKeystoneMontessoriSchool.org
2830 Dorchester Place28209

(704) 523-4338

Siviq Scores

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

Liabilities / Assets

95th percentile

0.91x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

0.36x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$33,115

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets95th percentile

Assets

$41,121

No earlier filing loaded for comparison.

Net Assets

$3,562

No earlier filing loaded for comparison.

Liabilities

$37,559

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin48th percentile

Revenue

$105,628

No earlier filing loaded for comparison.

Expenses

$102,066

No earlier filing loaded for comparison.

Net Income

$3,562

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2014: $41,121Liabilities 2014: $37,559Net Assets 2014: $3,5622014Assets 2015: $141,150Liabilities 2015: $38,044Net Assets 2015: $103,1062015Assets 2016: $274,295Liabilities 2016: $39,895Net Assets 2016: $234,4002016Assets 2017: $300,573Liabilities 2017: $6,882Net Assets 2017: $293,6912017Assets 2018: $330,179Liabilities 2018: $2,947Net Assets 2018: $327,2322018Assets 2019: $405,982Liabilities 2019: $9,095Net Assets 2019: $396,8872019Assets 2020: $568,998Liabilities 2020: $81,708Net Assets 2020: $487,2902020Assets 2021: $753,676Liabilities 2021: $87,801Net Assets 2021: $665,8752021Assets 2022: $877,560Liabilities 2022: $129,059Net Assets 2022: $748,5012022Assets 2023: $884,562Liabilities 2023: $105,332Net Assets 2023: $779,2302023Assets 2024: $1,036,898Liabilities 2024: $299,751Net Assets 2024: $737,1472024

Highlighted filing

2014

Assets$41,121
Liabilities$37,559
Net Assets$3,562
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2014: $105,628Expenses 2014: $102,066Net Income 2014: $3,5622014Revenue 2015: $316,721Expenses 2015: $217,177Net Income 2015: $99,5442015Revenue 2016: $391,148Expenses 2016: $259,854Net Income 2016: $131,2942016Revenue 2017: $386,876Expenses 2017: $327,585Net Income 2017: $59,2912017Revenue 2018: $435,852Expenses 2018: $402,311Net Income 2018: $33,5412018Revenue 2019: $511,951Expenses 2019: $442,296Net Income 2019: $69,6552019Revenue 2020: $578,192Expenses 2020: $487,789Net Income 2020: $90,4032020Revenue 2021: $820,980Expenses 2021: $642,396Net Income 2021: $178,5842021Revenue 2022: $791,030Expenses 2022: $708,404Net Income 2022: $82,6262022Revenue 2023: $747,913Expenses 2023: $717,184Net Income 2023: $30,7292023Revenue 2024: $777,207Expenses 2024: $852,425Net Income 2024: -$75,2182024

Highlighted filing

2014

Revenue$105,628
Expenses$102,066
Net Income$3,562
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 8, 2014
Return Version
2013v4.0
Gross Receipts
$105,628
Mission and Program Overview

Mission

Our mission is to support the natural development of children from theages of three to twelve by providing authentic, AMI Montessori learning environments where children have the opportunity to engage in joyful, purposeful, and self-selected work.

To provide a Montessori education

Program Services

DescriptionGrantsExpenses
Currently serving 15 children between the ages of 3 and 12 following the guidelines of the Association Montessori Internationale-$102,065
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hawley HoggardHead Of School And PresidentFT$33,115-$33,115
Allyson CreelAsst Head Of School And Board MembrFT$28,385-$28,385
Stephen GeisChariman Of The Board-$0--
Rob LovettVice Chairman-$0--
Kelly GasperSecretary-$0--
Katie RamstackTreasurer-$0--
Lynn WielandBoard Member-$0--
Shea ClarkeBoard Member-$0--
Filing and Contact Details

Filer

EIN
46-3360303

Signing Officer

Name
Hawley Hoggard
Title
Head of School
Phone
7045234338
Signed
2014-12-08
Discuss with paid preparer
Yes

Preparer

Preparer
D Mac Willet CPA
Phone
7045290099
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 270Business Registration etc 1,194Hospitality and Marketing 3,997Bank Charges 126Classroom Materials 8,782Dues 40Insurance 3,291Travel and Meetings 2,371”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLoan from Keystone Montessori 0 35,000Payroll Tax Liabilities 0 2,559”

Raw XML Appendix168 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0Hawley Hoggard
CompensationExplanation/CompensationExplanationGrp/PersonNm1Allyson Creel
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Teaching Salary
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Teaching Salary
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Hawley Hoggard
IRS990EZ/BooksInCareOfDetail/PhoneNum07045234338
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102830 Dorchester Place
IRS990EZ/BooksInCareOfDetail/USAddress/City0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028600
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03562
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02357
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041121
IRS990EZ/GrossReceiptsAmt0105628
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt012521
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03562
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03562
IRS990EZ/OccupancyRentUtltsAndMaintAmt03933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt033115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt128385
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hawley Hoggard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Allyson Creel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephen Geis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rob Lovett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kelly Gasper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Ramstack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lynn Wieland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Shea Clarke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Head of School and President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Asst Head of School and Board Membr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chariman of the Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020071
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide a Montessori education
IRS990EZ/PrintingPublicationsPostageAmt0445
IRS990EZ/ProgramServiceRevenueAmt0105553
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Currently serving 15 children between the ages of 3 and 12 following the guidelines of the Association Montessori Internationale
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0102065
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt075260
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt037559
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102066
IRS990EZ/TotalProgramServiceExpensesAmt0102065
IRS990EZ/TotalRevenueAmt0105628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0KeystoneMontessoriSchool.org
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 270Business Registration etc 1,194Hospitality and Marketing 3,997Bank Charges 126Classroom Materials 8,782Dues 40Insurance 3,291Travel and Meetings 2,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLoan from Keystone Montessori 0 35,000Payroll Tax Liabilities 0 2,559
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hawley Hoggard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Head of School
ReturnHeader/BusinessOfficerGrp/PhoneNum07045234338
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10Sedgefield School Inc
ReturnHeader/Filer/BusinessNameControlTxt0SEDG
ReturnHeader/Filer/EIN0463360303
ReturnHeader/Filer/USAddress/AddressLine102830 Dorchester Place
ReturnHeader/Filer/USAddress/City0Charlotte
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561558734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10D Mac Willet CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 12414
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0282202414
ReturnHeader/PreparerPersonGrp/PhoneNum07045290099
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Mac Willet CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-01-30T17:34:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,121
Liabilities
$37,559
Net assets
$3,562
Revenue
$105,628
Expenses
$102,066
Net income
$3,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.30$0.74$0.78$0.85$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.11$0.78$0.75$0.72$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.13$0.75$0.79$0.71$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.09$0.67$0.82$0.64$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.08$0.49$0.58$0.49$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.51$0.44$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.44$0.40$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.39$0.33$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.04$0.23$0.39$0.26$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.04$0.10$0.32$0.22$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$0.11$0.10$0.00