Civic Intelligence

Sedgefield School Inc.

990 • Fiscal year 2021 • EIN 46-3360303

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 31, 2022

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

68th percentile

0.12x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.11x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Net Margin

61st percentile

22%

Higher net margin than 61% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$134,801

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Asset Growth

75th percentile

32%

Faster asset growth than 75% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

42%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$753,676

Up $184,678 (+32%) from 2020

Net Assets

Up

$665,875

Up $178,585 (+37%) from 2020

Liabilities

Up

$87,801

Up $6,093 (+7.5%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin61st percentile

Revenue

Up

$820,980

Up $242,788 (+42%) from 2020

Expenses

Up

$642,396

Up $154,607 (+32%) from 2020

Net Income

Up

$178,584

Up $88,181 (+98%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2021

Assets$753,676
Liabilities$87,801
Net Assets$665,875
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$820,980
Expenses$642,396
Net Income$178,584
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 31, 2022
Return Version
2020v4.1
Gross Receipts
$820,980
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$487,291$665,875▲ $178,584
Savings and Temporary Cash Investments$412,479$412,531▲ $52
Cash and Non-Interest-Bearing Accounts$78,334$258,692▲ $180,358
Land, Buildings, and Equipment, Net$75,983$82,120▲ $6,137
Accounts Receivable$1,985--
Total Assets$568,999$753,676▲ $184,677
Other Assets Total$218$333▲ $115
Liabilities
Unsecured Notes Loans Payable$75,200$85,040▲ $9,840
Accounts Payable and Accrued Expenses$6,508$2,761▼ $3,747
Total Liabilities$81,708$87,801▲ $6,093
Net Assets / Fund Balance
Total Net Assets Fund Balance$487,291$665,875▲ $178,584
Total Liabilities and Net Assets / Fund Balance$568,999$753,676▲ $184,677

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$81,123$6,068$87,191
Equipment$997$1,220$2,217
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hawley HoggardHead of School and PresidentFT$134,801$134,801
Allyson CreelAsst Head of School and BoardFT$75,588$75,588

Board Members and Trustees

NameTitle
Ariana ShahinfarChairman of the Board
Paul IbsenBoard Member
Amy LovettSecretary
Kristen ShiringTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,991
Program Service Revenue
$736,877
Investment Income
$112
Other Revenue
$0
All Other Contributions
$461
Change in Net Assets
$178,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$530,265
Other Expenses$112,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$244,546--$244,546
Current Officers, Directors, Trustees, and Key Employees$210,389--$210,389
Occupancy$50,444--$50,444
Payroll Taxes$35,951--$35,951
Other Employee Benefits$29,594--$29,594
Pension Plan Contributions$9,785--$9,785
Insurance$8,837--$8,837
Advertising$5,722--$5,722
Fees for Services Other$5,078--$5,078
Office Expenses$4,917--$4,917
Fees for Services Accounting$4,090--$4,090
Depreciation Depletion$2,857--$2,857
Information Technology$1,919--$1,919
All Other Expenses$1,722--$1,722
Other Expenses$1,420--$1,420
Total Functional Expenses$642,396$0$0$642,396
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”

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
9803550900
Signed
2022-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hawley Hoggard
Formed
2013
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
10

Preparer

Firm
D Mac Willet CPA PC
Address
1311 Paddock Circle, Charlotte, NC 28209
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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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09803550900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sedgefield School Inc
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D Mac Willet CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01311 Paddock Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Mac Willet CPA
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ReturnHeader/ReturnTs02022-03-31T14:47:12-04:00
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$753,676
Liabilities
$87,801
Net assets
$665,875
Revenue
$820,980
Expenses
$642,396
Net income
$178,584
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