Civic Intelligence

The Sagemont Upper School PTO Inc

EIN 46-3454652 • 501(c)3 • Weston, FL

2585 Glades CircleWeston, FL 33327
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-38%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-51%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

96%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$39,878

Up $6,103 (+18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$39,878

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Down

$44,088

Down $44,157 (-50%) from 2023

Expenses

Down

$37,985

Down $84,231 (-69%) from 2023

Net Income

Up

$6,103

Up $40,074 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2015: $862Liabilities 2015: $02015Assets 2016: $7,282Liabilities 2016: $02016Assets 2020: $78,941Liabilities 2020: $02020Assets 2021: $79,996Liabilities 2021: $0Net Assets 2021: $79,9962021Assets 2022: $68,874Liabilities 2022: $02022Assets 2023: $33,775Liabilities 2023: $02023Assets 2024: $39,878Net Assets 2024: $39,8782024

Highlighted filing

2024

Assets$39,878
Liabilities-
Net Assets$39,878
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2015: $130,773Expenses 2015: $155,185Net Income 2015: -$24,4122015Revenue 2016: $121,037Expenses 2016: $114,617Net Income 2016: $6,4202016Revenue 2020: $30,714Expenses 2020: $21,102Net Income 2020: $9,6122020Revenue 2021: $30,080Expenses 2021: $29,025Net Income 2021: $1,0552021Revenue 2022: $45,068Expenses 2022: $56,190Net Income 2022: -$11,1222022Revenue 2023: $88,245Expenses 2023: $122,216Net Income 2023: -$33,9712023Revenue 2024: $44,088Expenses 2024: $37,985Net Income 2024: $6,1032024

Highlighted filing

2024

Revenue$44,088
Expenses$37,985
Net Income$6,103
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$39,878
Liabilities
-
Net assets
$39,878
Revenue
$44,088
Expenses
$37,985
Net income
$6,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$0.44$0.38$0.06
2023Summary only. Only limited summary data is available for this year.$0.34$0.00$0.88$1.22$0.34
2022Summary only. Only limited summary data is available for this year.$0.69$0.00$0.45$0.56$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.30$0.29$0.01
2020Summary only. Only limited summary data is available for this year.$0.79$0.00$0.31$0.21$0.10
2016Summary only. Only limited summary data is available for this year.$0.07$0.00$1.21$1.15$0.06
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$1.31$1.55$0.24
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$43,761
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Classroom & Educational Support-$13,596
Teacher Support-$8,046
Student Programs-$4,624
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Igl DingerPresidentPT$0--
Iliana IrizarryLions Den Chair-$0--
Jacquelyn MilesSecretaryPT$0--
Terry SmallhorneVice President-$0--
Cherelee HallTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lions Den$29,450$29,450$7,574$21,876
Total Events$29,450$29,450$7,574$21,876
Filing and Contact Details

Filer

Filer Name
The Sagemont Upper School PTO Inc
EIN
46-3454652
Address
2585 Glades Circle, Weston, FL 33327

Signing Officer

Name
Cherelee Hall
Title
Treasurer
Phone
9542969954
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
SGI Taxes LLC
Address
10920 Blue Palm St, Plantation, FL 33324
Preparer
Solange Ingold
Phone
3057852564
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOffice Supplies 830Dues & Subscriptions 100Teacher Support 8,046Student Pograms 4,624Marketing 62Insurance 699Licenses 345Classroom and Educational Support 13,596Misc 108”

Part V response or note to any other line in Part V

“Other Program Services”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Cherelee Hall
IRS990EZ/BooksInCareOfDetail/PhoneNum09542969954
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02585 Glades Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Weston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033327
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078941
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079996
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01055
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078941
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079996
IRS990EZ/FundraisingGrossIncomeAmt038708
IRS990EZ/GrossReceiptsAmt043761
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt080
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079996
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079996
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Igl Dinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Iliana Irizarry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jacquelyn Miles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Terry Smallhorne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cherelee Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Lions Den Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028410
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramServiceRevenueAmt04973
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom & Educational Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04624
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28046
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013681
IRS990EZ/SpecialEventsNetIncomeLossAmt025027
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029025
IRS990EZ/TotalProgramServiceExpensesAmt026266
IRS990EZ/TotalRevenueAmt030080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0112339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0163331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0520965
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0520965
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0163331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100540
IRS990ScheduleA/Total509Grp/TotalAmt0520965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0163331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100540
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0520965
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07574
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Lions Den
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021876
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOffice Supplies 830Dues & Subscriptions 100Teacher Support 8,046Student Pograms 4,624Marketing 62Insurance 699Licenses 345Classroom and Educational Support 13,596Misc 108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Program Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V response or note to any other line in Part V
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cherelee Hall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09542969954
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Sagemont Upper School PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0463454652
ReturnHeader/Filer/USAddress/AddressLine1Txt02585 Glades Circle
ReturnHeader/Filer/USAddress/CityNm0Weston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033327
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833984935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SGI Taxes LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010920 Blue Palm St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plantation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033324
ReturnHeader/PreparerPersonGrp/PhoneNum03057852564
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Solange Ingold
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-05T17:48:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cherelee
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hall
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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