Civic Intelligence

Sedgefield School Inc.

990 • Fiscal year 2018 • EIN 46-3360303

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

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

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

7.7%

Higher net margin than 56% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Top Officer Pay

98th percentile

$77,879

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

60th percentile

9.8%

Faster asset growth than 60% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

13%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$330,179

Up $29,606 (+9.8%) from 2017

Net Assets

Up

$327,232

Up $33,541 (+11%) from 2017

Liabilities

Down

$2,947

Down $3,935 (-57%) from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin56th percentile

Revenue

Up

$435,852

Up $48,976 (+13%) from 2017

Expenses

Up

$402,311

Up $74,726 (+23%) from 2017

Net Income

Down

$33,541

Down $25,750 (-43%) from 2017

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

2018

Assets$330,179
Liabilities$2,947
Net Assets$327,232
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$435,852
Expenses$402,311
Net Income$33,541
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.2
Gross Receipts
$435,852
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$293,691$327,232▲ $33,541
Cash and Non-Interest-Bearing Accounts$287,968$317,417▲ $29,449
Land, Buildings, and Equipment, Net$11,243$11,506▲ $263
Prepaid Expenses and Deferred Charges$1,362$1,256▼ $106
Total Assets$300,573$330,179▲ $29,606
Liabilities
Accounts Payable and Accrued Expenses$6,882$2,947▼ $3,935
Total Liabilities$6,882$2,947▼ $3,935
Net Assets / Fund Balance
Total Net Assets Fund Balance$293,691$327,232▲ $33,541
Total Liabilities and Net Assets / Fund Balance$300,573$330,179▲ $29,606

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$10,760$1,470$12,230
Equipment$746$581$1,327
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hawley HoggardHead of School and PresidentFT$77,879$77,879
Allyson CreelAsst Head of School and BoardFT$59,881$59,881

Board Members and Trustees

NameTitle
Rob LovettChairman of the Board
Lynn IbsenBoard Member
Teresa HanlonBoard Member
Mary Beth FieldsBorad Member
Sara HoldernessSecretary
Pete FelknerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$435,852
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$33,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,689
Other Expenses$127,622
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$137,760--$137,760
Other Salaries and Wages$110,721--$110,721
Occupancy$44,427--$44,427
Insurance$43,603--$43,603
Payroll Taxes$20,370--$20,370
Advertising$7,023--$7,023
Pension Plan Contributions$5,838--$5,838
Office Expenses$5,638--$5,638
All Other Expenses$2,870--$2,870
Fees for Services Other$2,555--$2,555
Travel$2,085--$2,085
Fees for Services Accounting$1,359--$1,359
Other Expenses$975--$975
Information Technology$935--$935
Depreciation Depletion$503--$503
Conferences and Meetings$501--$501
Total Functional Expenses$402,311$0$0$402,311
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
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hawley Hoggard
Formed
2013
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
7

Preparer

Firm
D Mac Willet CPA PC
Address
PO Box 12414, Charlotte, NC 28220-2414
Preparer
D Mac Willet CPA
Phone
7045290099
Raw XML Appendix382 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06882
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02947
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide a Montessori education
IRS990/AdvertisingGrp/ProgramServicesAmt07023
IRS990/AdvertisingGrp/TotalAmt07023
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02870
IRS990/AllOtherExpensesGrp/TotalAmt02870
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Hawley Hoggard
IRS990/BooksInCareOfDetail/PhoneNum07045234338
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02830 Dorchester Place
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028209
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0287968
IRS990/CashNonInterestBearingGrp/EOYAmt0317417
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0137760
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0137760
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0501
IRS990/ConferencesMeetingsGrp/TotalAmt0501
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0127622
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0435852
IRS990/CYRevenuesLessExpensesAmt033541
IRS990/CYSalariesCompEmpBnftPaidAmt0274689
IRS990/CYTotalExpensesAmt0402311
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0435852
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0503
IRS990/DepreciationDepletionGrp/TotalAmt0503
IRS990/Desc0Currently serving 53 children between the ages of 3 and 12, following the guidelines of the Association Montessori Internationale
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0402311
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01359
IRS990/FeesForServicesAccountingGrp/TotalAmt01359
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02555
IRS990/FeesForServicesOtherGrp/TotalAmt02555
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Hawley Hoggard
IRS990/Form990PartVIISectionAGrp/PersonNm1Allyson Creel
IRS990/Form990PartVIISectionAGrp/PersonNm2Rob Lovett
IRS990/Form990PartVIISectionAGrp/PersonNm3Sara Holderness
IRS990/Form990PartVIISectionAGrp/PersonNm4Pete Felkner
IRS990/Form990PartVIISectionAGrp/PersonNm5Lynn Ibsen
IRS990/Form990PartVIISectionAGrp/PersonNm6Teresa Hanlon
IRS990/Form990PartVIISectionAGrp/PersonNm7Mary Beth Fields
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt077879
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt159881
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Head of School and President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Asst Head of School and Board
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Borad Member
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0435852
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0935
IRS990/InformationTechnologyGrp/TotalAmt0935
IRS990/InsuranceGrp/ProgramServicesAmt043603
IRS990/InsuranceGrp/TotalAmt043603
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02051
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011243
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011506
IRS990/LandBldgEquipCostOrOtherBssAmt013557
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide a Montessori education
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0293691
IRS990/NetAssetsOrFundBalancesEOYAmt0327232
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt044427
IRS990/OccupancyGrp/TotalAmt044427
IRS990/OfficeExpensesGrp/ProgramServicesAmt05638
IRS990/OfficeExpensesGrp/TotalAmt05638
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Classroom Materials
IRS990/OtherExpensesGrp/Desc1Telecommunications
IRS990/OtherExpensesGrp/Desc2Dues
IRS990/OtherExpensesGrp/Desc3AMI Recognition
IRS990/OtherExpensesGrp/ProgramServicesAmt012867
IRS990/OtherExpensesGrp/ProgramServicesAmt11895
IRS990/OtherExpensesGrp/ProgramServicesAmt2386
IRS990/OtherExpensesGrp/ProgramServicesAmt3975
IRS990/OtherExpensesGrp/TotalAmt012867
IRS990/OtherExpensesGrp/TotalAmt11895
IRS990/OtherExpensesGrp/TotalAmt2386
IRS990/OtherExpensesGrp/TotalAmt3975
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110721
IRS990/OtherSalariesAndWagesGrp/TotalAmt0110721
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt020370
IRS990/PayrollTaxesGrp/TotalAmt020370
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05838
IRS990/PensionPlanContributionsGrp/TotalAmt05838
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01362
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01256
IRS990/PrincipalOfficerNm0Hawley Hoggard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and related fee
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0435852
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0435852
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt094317
IRS990/PYProgramServiceRevenueAmt0386876
IRS990/PYRevenuesLessExpensesAmt059291
IRS990/PYSalariesCompEmpBnftPaidAmt0233268
IRS990/PYTotalExpensesAmt0327585
IRS990/PYTotalRevenueAmt0386876
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033541
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0293691
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0327232
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0746
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0581
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01327
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt010760
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01470
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012230
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011506
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
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
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
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/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0300573
IRS990/TotalAssetsEOYAmt0330179
IRS990/TotalAssetsGrp/BOYAmt0300573
IRS990/TotalAssetsGrp/EOYAmt0330179
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0402311
IRS990/TotalFunctionalExpensesGrp/TotalAmt0402311
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06882
IRS990/TotalLiabilitiesEOYAmt02947
IRS990/TotalLiabilitiesGrp/BOYAmt06882
IRS990/TotalLiabilitiesGrp/EOYAmt02947
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0293691
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0327232
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0402311
IRS990/TotalProgramServiceRevenueAmt0435852
IRS990/TotalReportableCompFromOrgAmt0137760
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0435852
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0435852
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0300573
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0330179
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02085
IRS990/TravelGrp/TotalAmt02085
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0KeystoneMontessoriSchool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hawley Hoggard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07045234338
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-06
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/FederalOriginalSubmissionId05647052019043cqrztod
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.61.89.129
ReturnHeader/FilingSecurityInformation/IPDt02019-02-12
ReturnHeader/FilingSecurityInformation/IPTm009:54:17
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/PreparationDt02019-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Mac Willet CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-06T17:58:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,179
Liabilities
$2,947
Net assets
$327,232
Revenue
$435,852
Expenses
$402,311
Net income
$33,541
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