Civic Intelligence

Sedgefield School Inc.

990 • Fiscal year 2020 • EIN 46-3360303

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 13, 2021

Organization ProfileKeystoneMontessoriSchool.org
2830 Dorchester PlaceCharlotte, NC 28209

(980) 355-0900

Siviq Scores

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

Liabilities / Assets

65th percentile

0.14x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • NTEE B • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.14x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • NTEE B • $500k-$1M nonprofits • Source year 2020

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2020 filings • NTEE B • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$101,117

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2020 filings • NTEE B • $500k-$1M nonprofits • Source year 2020

Asset Growth

79th percentile

40%

Faster asset growth than 79% of similar nonprofits.

2020 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$568,998

Up $163,016 (+40%) from 2019

Net Assets

Up

$487,290

Up $90,403 (+23%) from 2019

Liabilities

Up

$81,708

Up $72,613 (+798%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin65th percentile

Revenue

Up

$578,192

Up $66,241 (+13%) from 2019

Expenses

Up

$487,789

Up $45,493 (+10%) from 2019

Net Income

Up

$90,403

Up $20,748 (+30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$568,998
Liabilities$81,708
Net Assets$487,290
Open 2020 Filing

Operations Trend

Revenue Growth72nd 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

2020

Revenue$578,192
Expenses$487,789
Net Income$90,403
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 13, 2021
Return Version
2019v5.1
Gross Receipts
$578,192
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$396,887$487,290▲ $90,403
Savings and Temporary Cash Investments$255,677$412,479▲ $156,802
Cash and Non-Interest-Bearing Accounts$137,947$78,334▼ $59,613
Land, Buildings, and Equipment, Net$11,203$75,982▲ $64,779
Prepaid Expenses and Deferred Charges$1,155$2,203▲ $1,048
Total Assets$405,982$568,998▲ $163,016
Liabilities
Unsecured Notes Loans Payable-$75,200-
Accounts Payable and Accrued Expenses$9,095$6,508▼ $2,587
Total Liabilities$9,095$81,708▲ $72,613
Net Assets / Fund Balance
Total Net Assets Fund Balance$396,887$487,290▲ $90,403
Total Liabilities and Net Assets / Fund Balance$405,982$568,998▲ $163,016

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$75,410$3,451$78,861
Equipment$383$944$1,327
Other Land Buildings$189$36$225
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hawley HoggardHead of School and PresidentFT$101,117$101,117
Allyson CreelAsst Head of School and BoardFT$62,686$62,686

Board Members and Trustees

NameTitle
Rob LovettChairman of the Board
Katie RamstackBoard Member
Lynn IbsenBoard Member
Mary Beth FieldsBoard Member
Ariana KlotzSecretary
Kristen ShiringTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,202
Program Service Revenue
$470,188
Investment Income
$1,802
Other Revenue
$0
All Other Contributions
$11,202
Change in Net Assets
$90,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$379,036
Other Expenses$108,753
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$163,804--$163,804
Other Salaries and Wages$158,407--$158,407
Occupancy$53,867--$53,867
Payroll Taxes$25,013--$25,013
Other Employee Benefits$24,607--$24,607
Pension Plan Contributions$7,205--$7,205
Insurance$6,959--$6,959
Office Expenses$4,348--$4,348
Fees for Services Other$4,347--$4,347
Other Expenses$3,954--$3,954
Advertising$3,631--$3,631
All Other Expenses$2,092--$2,092
Depreciation Depletion$1,852--$1,852
Fees for Services Accounting$1,574--$1,574
Information Technology$1,256--$1,256
Travel$423--$423
Conferences and Meetings$255--$255
Total Functional Expenses$487,789$0$0$487,789
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 35% controlled entity
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
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 for the Head of School/President.”

Other officer or key employee compensation Part VI line 15B

“The Head of School/President determines compensation for the other 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
2021-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hawley Hoggard
Formed
2013
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
9

Preparer

Firm
D Mac Willet CPA PC
Address
1311 Paddock Circle, Charlotte, NC 28209
Preparer
D Mac Willet CPA
Phone
7045290099
Raw XML Appendix391 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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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 for the Head of School/President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Head of School/President determines compensation for the other 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0405982
IRS990/TotalAssetsEOYAmt0568998
IRS990/TotalAssetsGrp/BOYAmt0405982
IRS990/TotalAssetsGrp/EOYAmt0568998
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0106202
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0487789
IRS990/TotalFunctionalExpensesGrp/TotalAmt0487789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09095
IRS990/TotalLiabilitiesEOYAmt081708
IRS990/TotalLiabilitiesGrp/BOYAmt09095
IRS990/TotalLiabilitiesGrp/EOYAmt081708
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0396887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0487290
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0487789
IRS990/TotalProgramServiceRevenueAmt0470188
IRS990/TotalReportableCompFromOrgAmt0163803
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0471990
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0578192
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0405982
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0568998
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0423
IRS990/TravelGrp/TotalAmt0423
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt075200
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0KeystoneMontessoriSchool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hawley Hoggard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07045234338
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-13
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/AddressLine1Txt01311 Paddock Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum07045290099
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Mac Willet CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-13T08:04:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$568,998
Liabilities
$81,708
Net assets
$487,290
Revenue
$578,192
Expenses
$487,789
Net income
$90,403
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