Civic Intelligence

Sedgefield School Inc.

990 • Fiscal year 2017 • EIN 46-3360303

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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

74th percentile

0.02x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$74,066

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

9.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-1.1%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$300,573

Up $26,278 (+9.6%) from 2016

Net Assets

Up

$293,691

Up $59,291 (+25%) from 2016

Liabilities

Down

$6,882

Down $33,013 (-83%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin67th percentile

Revenue

Down

$386,876

Down $4,272 (-1.1%) from 2016

Expenses

Up

$327,585

Up $67,731 (+26%) from 2016

Net Income

Down

$59,291

Down $72,003 (-55%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$300,573
Liabilities$6,882
Net Assets$293,691
Open 2017 Filing

Operations Trend

Revenue Growth46th 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

2017

Revenue$386,876
Expenses$327,585
Net Income$59,291
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$386,876
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
Rtn Earn Endowment Incm Other Fnds$234,400$293,691▲ $59,291
Cash and Non-Interest-Bearing Accounts$261,991$287,968▲ $25,977
Land, Buildings, and Equipment, Net$11,669$11,243▼ $426
Prepaid Expenses and Deferred Charges$635$1,362▲ $727
Total Assets$274,295$300,573▲ $26,278
Liabilities
Other Liabilities$35,000--
Accounts Payable and Accrued Expenses$4,895$6,882▲ $1,987
Total Liabilities$39,895$6,882▼ $33,013
Net Assets / Fund Balance
Total Net Assets Fund Balance$234,400$293,691▲ $59,291
Total Liabilities and Net Assets / Fund Balance$274,295$300,573▲ $26,278

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,074$1,156$12,230
Equipment$169$392$561
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hawley HoggardHead of School and PresidentFT$74,066$74,066
Allyson CreelAsst Head of School and BoardFT$63,701$63,701

Board Members and Trustees

NameTitle
Rob LovettChairman of the Board
Lynn IbsenBoard Member
Shea ClarkeBoard Member
Stephen GeisBoard Member
Sara HoldernessSecretary
Pete FelknerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$386,876
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$59,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$233,268
Other Expenses$94,317
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$137,767--$137,767
Other Salaries and Wages$73,360--$73,360
Insurance$31,707--$31,707
Occupancy$28,264--$28,264
Payroll Taxes$17,142--$17,142
Advertising$5,275--$5,275
Pension Plan Contributions$4,999--$4,999
Office Expenses$4,565--$4,565
Fees for Services Other$3,327--$3,327
Other Expenses$2,663--$2,663
Conferences and Meetings$1,410--$1,410
Fees for Services Accounting$1,239--$1,239
Information Technology$781--$781
Travel$514--$514
Depreciation Depletion$426--$426
Total Functional Expenses$327,585$0$0$327,585
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
Backup withholding compliance
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 (governing body) is responsible for monitoring the conflict of interest policy”

CEO executive director top management comp Part VI line 15A

“The entire Board (governing body) determines compensation”

Other officer or key employee compensation Part VI line 15B

“The entire Board (governing body) 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
President
Phone
7045234338
Signed
2018-05-11
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
6

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The entire Board (governing body) reviews Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The entire Board (governing body) is responsible for monitoring the conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The entire Board (governing body) determines compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The entire Board (governing body) 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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0463237666
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0to provide a Montessor 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/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0274295
IRS990/TotalAssetsEOYAmt0300573
IRS990/TotalAssetsGrp/BOYAmt0274295
IRS990/TotalAssetsGrp/EOYAmt0300573
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0327585
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327585
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039895
IRS990/TotalLiabilitiesEOYAmt06882
IRS990/TotalLiabilitiesGrp/BOYAmt039895
IRS990/TotalLiabilitiesGrp/EOYAmt06882
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0234400
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0293691
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0327585
IRS990/TotalProgramServiceRevenueAmt0386876
IRS990/TotalReportableCompFromOrgAmt0137767
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0386876
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0386876
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0274295
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0300573
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0514
IRS990/TravelGrp/TotalAmt0514
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0KeystoneMontessoriSchool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hawley Hoggard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07045234338
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BE139BACCFAFD6BD13DE3E215AD7AE098766C3E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE139BACCFAFD6BD13DE3E215AD7AE098766C3E3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05647052018134iomexfr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.61.89.129
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTm013:33:54
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/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Mac Willet CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T13:24:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,573
Liabilities
$6,882
Net assets
$293,691
Revenue
$386,876
Expenses
$327,585
Net income
$59,291
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