Civic Intelligence

Sedgefield School Inc.

990 • Fiscal year 2015 • EIN 46-3360303

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 10, 2016

Organization ProfileKeystoneMontessoriSchool.org
2830 Dorchester PlaceCharlotte, NC 28209

(704) 523-4338

Siviq Scores

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

Liabilities / Assets

88th percentile

0.27x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.12x

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

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Top Officer Pay

97th percentile

$59,385

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Asset Growth

96th percentile

243%

Faster asset growth than 96% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

200%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$141,150

Up $100,029 (+243%) from 2014

Net Assets

Up

$103,106

Up $99,544 (+2795%) from 2014

Liabilities

Up

$38,044

Up $485 (+1.3%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin81st percentile

Revenue

Up

$316,721

Up $211,093 (+200%) from 2014

Expenses

Up

$217,177

Up $115,111 (+113%) from 2014

Net Income

Up

$99,544

Up $95,982 (+2695%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2015

Assets$141,150
Liabilities$38,044
Net Assets$103,106
Open 2015 Filing

Operations Trend

Revenue Growth95th percentile

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

2015

Revenue$316,721
Expenses$217,177
Net Income$99,544
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 10, 2016
Return Version
2014v6.0
Gross Receipts
$316,721
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,600$129,055▲ $100,455
Rtn Earn Endowment Incm Other Fnds$3,562$103,106▲ $99,544
Land, Buildings, and Equipment, Net$12,521$12,095▼ $426
Total Assets$41,121$141,150▲ $100,029
Liabilities
Other Liabilities$35,000$35,000→ $0
Accounts Payable and Accrued Expenses$2,559$3,044▲ $485
Total Liabilities$37,559$38,044▲ $485
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,562$103,106▲ $99,544
Total Liabilities and Net Assets / Fund Balance$41,121$141,150▲ $100,029

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,702$528$12,230
Equipment$393$168$561
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hawley HoggardHead of School and PresidentFT$59,385$59,385
Allyson CreelAsst Head of School and BoardFT$51,692$51,692

Board Members and Trustees

NameTitle
Rob LovettChairman
Linda IbsenBoard Member
Shea ClarkeBoard Member
Stephen GeisBoard Member
Sara HoldernessSecretary
Pete FelknerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$316,721
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$99,544
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,146
Other Expenses$67,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$111,076--$111,076
Occupancy$36,944--$36,944
Other Salaries and Wages$17,358--$17,358
Payroll Taxes$10,848--$10,848
Other Employee Benefits$10,116--$10,116
Advertising$6,296--$6,296
Insurance$4,217--$4,217
Other Expenses$2,431--$2,431
Fees for Services Accounting$2,420--$2,420
Fees for Services Other$1,878--$1,878
Pension Plan Contributions$748--$748
Conferences and Meetings$490--$490
Depreciation Depletion$426--$426
Travel$425--$425
Total Functional Expenses$217,177$0$0$217,177
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan from related entity$35,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The entire board (governing body) reviews Form 990”

Conflict of interest policy compliance Part VI line 12C

“The entire board is responsible for monitoring the conflict of interest policy”

CEO executive director top management comp Part VI line 15A

“The entire board determines compensation”

Other officer or key employee compensation Part VI line 15B

“The entire board determines the compensation for the officers and/or key employees”

Governing documents etc available to public Part VI line 19

“The governing documents, etc. are available to the general public upon request”

Filing and Contact Details

Filer

Filer Name
Sedgefield School Inc
EIN
46-3360303
Address
2830 Dorchester Place, Charlotte, NC 28209

Signing Officer

Name
Hawley Hoggard
Title
Head of School
Phone
7045234338
Signed
2016-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hawley Hoggard
Formed
2013
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
6
Employees
4

Preparer

Firm
D Mac Willet CPA PC
Address
PO Box 12414, Charlotte, NC 28220-2414
Preparer
D Mac Willet CPA
Phone
7045290099
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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/Form990PartVIISectionAGrp/TitleTxt0Head of School and President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The entire board (governing body) reviews Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The entire board is responsible for monitoring the conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The entire board determines compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The entire board determines the compensation for the officers and/or key employees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents, etc. are available to the general public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Keystone Montessori School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0463237666
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To provide a Montessori education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02830 Dorchester Place
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Charlotte
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028209
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt041121
IRS990/TotalAssetsEOYAmt0141150
IRS990/TotalAssetsGrp/BOYAmt041121
IRS990/TotalAssetsGrp/EOYAmt0141150
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0217177
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037559
IRS990/TotalLiabilitiesEOYAmt038044
IRS990/TotalLiabilitiesGrp/BOYAmt037559
IRS990/TotalLiabilitiesGrp/EOYAmt038044
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03562
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0103106
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0217177
IRS990/TotalProgramServiceRevenueAmt0316721
IRS990/TotalReportableCompFromOrgAmt0111077
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0316721
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0316721
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041121
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141150
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0425
IRS990/TravelGrp/TotalAmt0425
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06700 Marcella Dr
IRS990/USAddress/CityNm0Charlotte
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028277
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0KeystoneMontessoriSchool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hawley Hoggard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Head of School
ReturnHeader/BusinessOfficerGrp/PhoneNum07045234338
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sedgefield School Inc
ReturnHeader/Filer/BusinessNameControlTxt0SEDG
ReturnHeader/Filer/EIN0463360303
ReturnHeader/Filer/USAddress/AddressLine1Txt02830 Dorchester Place
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561558734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D Mac Willet CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 12414
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282202414
ReturnHeader/PreparerPersonGrp/PhoneNum07045290099
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Mac Willet CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-23T10:27:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,150
Liabilities
$38,044
Net assets
$103,106
Revenue
$316,721
Expenses
$217,177
Net income
$99,544
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