Civic Intelligence

Sedgefield School Inc.

990 • Fiscal year 2022 • EIN 46-3360303

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 15, 2023

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

73rd percentile

0.15x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.16x

Higher debt load relative to revenue than 79% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Net Margin

55th percentile

10%

Higher net margin than 55% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$115,998

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2022 filings • NTEE B • $500k-$1M nonprofits • Source year 2022

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-3.6%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$877,560

Up $123,884 (+16%) from 2021

Net Assets

Up

$748,501

Up $82,626 (+12%) from 2021

Liabilities

Up

$129,059

Up $41,258 (+47%) from 2021

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin55th percentile

Revenue

Down

$791,030

Down $29,950 (-3.6%) from 2021

Expenses

Up

$708,404

Up $66,008 (+10%) from 2021

Net Income

Down

$82,626

Down $95,958 (-54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2022

Assets$877,560
Liabilities$129,059
Net Assets$748,501
Open 2022 Filing

Operations Trend

Revenue Growth31st 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

2022

Revenue$791,030
Expenses$708,404
Net Income$82,626
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 15, 2023
Return Version
2021v4.2
Gross Receipts
$791,030
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$665,875$748,501▲ $82,626
Savings and Temporary Cash Investments$412,531$412,572▲ $41
Cash and Non-Interest-Bearing Accounts$258,692$385,987▲ $127,295
Land, Buildings, and Equipment, Net$82,120$78,613▼ $3,507
Total Assets$753,676$877,560▲ $123,884
Other Assets Total$333$388▲ $55
Liabilities
Other Liabilities-$125,780-
Unsecured Notes Loans Payable$85,040--
Accounts Payable and Accrued Expenses$2,761$3,279▲ $518
Total Liabilities$87,801$129,059▲ $41,258
Net Assets / Fund Balance
Total Net Assets Fund Balance$665,875$748,501▲ $82,626
Total Liabilities and Net Assets / Fund Balance$753,676$877,560▲ $123,884

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$77,911$9,280$87,191
Equipment$702$1,515$2,217
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hawley HoggardHead of School and PresidentFT$115,998$115,998
Allyson CreelAsst Head of School and BoardFT$74,548$74,548

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
$85,040
Program Service Revenue
$705,949
Investment Income
$41
Other Revenue
$0
Change in Net Assets
$82,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$549,748
Other Expenses$158,636
Grants and Similar Amounts Paid$20
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$280,464--$280,464
Current Officers, Directors, Trustees, and Key Employees$190,546--$190,546
Occupancy$53,769--$53,769
Payroll Taxes$36,788--$36,788
Other Employee Benefits$32,411--$32,411
All Other Expenses$28,347--$28,347
Advertising$20,885--$20,885
Pension Plan Contributions$9,539--$9,539
Insurance$8,649--$8,649
Fees for Services Other$4,700--$4,700
Office Expenses$4,665--$4,665
Depreciation Depletion$3,507--$3,507
Fees for Services Accounting$3,132--$3,132
Information Technology$2,958--$2,958
Travel$2,173--$2,173
Other Expenses$2,093--$2,093
Grants to Domestic Orgs$20--$20
Total Functional Expenses$708,404$0$0$708,404
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
Prepaid Unearned Tuition$125,780
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
2023-02-15
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
13

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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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$877,560
Liabilities
$129,059
Net assets
$748,501
Revenue
$791,030
Expenses
$708,404
Net income
$82,626
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