Civic Intelligence

Sedgefield Middle School PTO

990EZ • Fiscal year 2021 • EIN 82-1698628

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 11, 2022

2700 Dorchester PlaceCharlotte, NC 28209

(704) 676-6335

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2021 filings • NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

98th percentile

186%

Faster asset growth than 98% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

64%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$56,775

Up $36,944 (+186%) from 2020

Net Assets

Up

$56,775

Up $36,944 (+186%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$115,859

Up $45,305 (+64%) from 2020

Expenses

Down

$78,915

Down $17,952 (-19%) from 2020

Net Income

Up

$36,944

Up $63,257 (+240%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2020: $19,831Net Assets 2020: $19,8312020Assets 2021: $56,775Net Assets 2021: $56,7752021Assets 2022: $30,318Net Assets 2022: $30,3182022Assets 2023: $70,032Liabilities 2023: $02023Assets 2024: $24,060Liabilities 2024: $02024Assets 2025: $35,275Net Assets 2025: $35,2752025

Highlighted filing

2021

Assets$56,775
Liabilities-
Net Assets$56,775

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2020: $70,554Expenses 2020: $96,867Net Income 2020: -$26,3132020Revenue 2021: $115,859Expenses 2021: $78,915Net Income 2021: $36,9442021Revenue 2022: $128,521Expenses 2022: $154,978Net Income 2022: -$26,4572022Revenue 2023: $159,551Expenses 2023: $119,837Net Income 2023: $39,7142023Revenue 2024: $129,628Expenses 2024: $176,020Net Income 2024: -$46,3922024Revenue 2025: $131,377Expenses 2025: $120,164Net Income 2025: $11,2132025

Highlighted filing

2021

Revenue$115,859
Expenses$78,915
Net Income$36,944
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 11, 2022
Return Version
2020v4.0
Gross Receipts
$115,859
Mission and Program Overview

Mission

The sedgefield pto strives to support and enhance the educational needs of our students by fostering relationships among the school, parents, teachers and administration. The pto strives to enhance the educational experience offered at sedgefield middle by developing and supporting intiatives, projects and programs that promote professional developement and provide resources to improve the educational environment. Pto activities focus on providing services and resources to sedgefield middle and membership thereof as prescribed in accordance with the nonprofit designation.

Program Services

DescriptionGrantsExpenses
IN 2021 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS THROUGH AT HOME LEARNING INCLUDING START UP SCHOOL SUPPLIES FOR ALL STUDENTS, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS AND HOT SPOTS. UPON RETURNING TO THE CLASSROOM, THE PTO PURCHASED WEBCAMS, SWIVEL CAMERAS AND EXTENSION CORDS. CAMPUS IMPROVEMENTS INCLUDED OUTDOOR TABLES, BIKE RACKS AND A REPAIR STATION. BOOKS WERE ALSO PURCHASED FOR SUMMER READING. THE FUNDS ALSO SUPPORTED PROFESSIONAL DEVELOPMENT FOR THE STAFF AND ADMINISTRATION AS WELL AS STUDENT AND STAFF APPRECIATION AND EVENTS. FINALLY, FUNDS WERE USED TO SUPPORT THE HOPLITE CLUB THAT WAS ABLE TO PURCHASE SOME NEW UNIFORMS FOR SEDGEFIELD'S ATHLETIC TEAMS, EQUIPMENT AND FIELD MAINTENANCE. - CAMPUS AND STAFF SUPPORT: 50,058 - PARENT AND STUDENT SUPPORT: 3,860 - OTHER STAFF SUPPORT: 10,507 TOTAL SUPPORT 64,425$64,425$64,425
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENN LOEFFLERPresident-$0--
LAUREN BRANDTSecretary-$0--
JENNY MORTONTreasurer-$0--
PAM BLAKEVP School Su-$0--
KATIE DETERDINGVP Student S-$0--
EVONNE PETERSONStaff Adviso-$0--
LINDSAY JONESPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
Sedgefield Middle School Pto
EIN
82-1698628
Phone
7046766335
Address
2700 DORCHESTER PLACE, CHARLOTTE, NC 28209

Signing Officer

Name
Jenn Loeffler
Title
President
Phone
7046766335
Signed
2022-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Carter P C
Address
16 BILTMORE AVE SUITE 200, ASHEVILLE, NC 28801-3617
Preparer
Rufus W Dollar
Phone
8282599900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Sales tax refund 484 spirit wear profit sharing 301 total 785

Form 990-ez, Part I, Line 10

Name: sedgefield middle school address: 2700 dorchester place charlotte, nc 28209 cash contribution: 64,425

Form 990-ez, Part I, Line 16

Expenses marketing & website 12,005 paypal fees 855 qb fees & treasurer supplies 590 presidents fund 50 insurance 440 total 13,940

Form 990-ez, Part III

The sedgefield pto strives to support and enhance the educational needs of our students by fostering relationships among the school, parents, teachers and administration. The pto strives to enhance the educational experience offered at sedgefield middle by developing and supporting intiatives, projects and programs that promote professional developement and provide resources to improve the educational environment. Pto activities focus on providing services and resources to sedgefield middle and membership thereof as prescribed in accordance with the nonprofit designation.

Form 990-ez, Part III, Line 28

In 2021 the pto purchased supplies and materials to support students through at home learning including start up school supplies for all students, technology platforms and subscriptions and hot spots. Upon returning to the classroom, the pto purchased webcams, swivel cameras and extension cords. Campus improvements included outdoor tables, bike racks and a repair station. Books were also purchased for summer reading. The funds also supported professional development for the staff and administration as well as student and staff appreciation and events. Finally, funds were used to support the hoplite club that was able to purchase some new uniforms for sedgefield's athletic teams, equipment and field maintenance. - campus and staff support: 50,058 - parent and student support: 3,860 - other staff support: 10,507 total support 64,425

Raw XML Appendix151 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EVONNE PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDSAY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP SCHOOL SU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP STUDENT S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5STAFF ADVISO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013940
IRS990EZ/OtherRevenueTotalAmt0785
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE SEDGEFIELD PTO STRIVES TO SUPPORT AND ENHANCE THE EDUCATIONAL NEEDS OF OUR STUDENTS BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENTS, TEACHERS AND ADMINISTRATION. THE PTO STRIVES TO ENHANCE THE EDUCATIONAL EXPERIENCE OFFERED AT SEDGEFIELD MIDDLE BY DEVELOPING AND SUPPORTING INTIATIVES, PROJECTS AND PROGRAMS THAT PROMOTE PROFESSIONAL DEVELOPEMENT AND PROVIDE RESOURCES TO IMPROVE THE EDUCATIONAL ENVIRONMENT. PTO ACTIVITIES FOCUS ON PROVIDING SERVICES AND RESOURCES TO SEDGEFIELD MIDDLE AND MEMBERSHIP THEREOF AS PRESCRIBED IN ACCORDANCE WITH THE NONPROFIT DESIGNATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2021 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS THROUGH AT HOME LEARNING INCLUDING START UP SCHOOL SUPPLIES FOR ALL STUDENTS, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS AND HOT SPOTS. UPON RETURNING TO THE CLASSROOM, THE PTO PURCHASED WEBCAMS, SWIVEL CAMERAS AND EXTENSION CORDS. CAMPUS IMPROVEMENTS INCLUDED OUTDOOR TABLES, BIKE RACKS AND A REPAIR STATION. BOOKS WERE ALSO PURCHASED FOR SUMMER READING. THE FUNDS ALSO SUPPORTED PROFESSIONAL DEVELOPMENT FOR THE STAFF AND ADMINISTRATION AS WELL AS STUDENT AND STAFF APPRECIATION AND EVENTS. FINALLY, FUNDS WERE USED TO SUPPORT THE HOPLITE CLUB THAT WAS ABLE TO PURCHASE SOME NEW UNIFORMS FOR SEDGEFIELD'S ATHLETIC TEAMS, EQUIPMENT AND FIELD MAINTENANCE. - CAMPUS AND STAFF SUPPORT: 50,058 - PARENT AND STUDENT SUPPORT: 3,860 - OTHER STAFF SUPPORT: 10,507 TOTAL SUPPORT 64,425
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 484 SPIRIT WEAR PROFIT SHARING 301 TOTAL 785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: SEDGEFIELD MIDDLE SCHOOL ADDRESS: 2700 DORCHESTER PLACE CHARLOTTE, NC 28209 CASH CONTRIBUTION: 64,425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MARKETING & WEBSITE 12,005 PAYPAL FEES 855 QB FEES & TREASURER SUPPLIES 590 PRESIDENTS FUND 50 INSURANCE 440 TOTAL 13,940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SEDGEFIELD PTO STRIVES TO SUPPORT AND ENHANCE THE EDUCATIONAL NEEDS OF OUR STUDENTS BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENTS, TEACHERS AND ADMINISTRATION. THE PTO STRIVES TO ENHANCE THE EDUCATIONAL EXPERIENCE OFFERED AT SEDGEFIELD MIDDLE BY DEVELOPING AND SUPPORTING INTIATIVES, PROJECTS AND PROGRAMS THAT PROMOTE PROFESSIONAL DEVELOPEMENT AND PROVIDE RESOURCES TO IMPROVE THE EDUCATIONAL ENVIRONMENT. PTO ACTIVITIES FOCUS ON PROVIDING SERVICES AND RESOURCES TO SEDGEFIELD MIDDLE AND MEMBERSHIP THEREOF AS PRESCRIBED IN ACCORDANCE WITH THE NONPROFIT DESIGNATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN 2021 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS THROUGH AT HOME LEARNING INCLUDING START UP SCHOOL SUPPLIES FOR ALL STUDENTS, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS AND HOT SPOTS. UPON RETURNING TO THE CLASSROOM, THE PTO PURCHASED WEBCAMS, SWIVEL CAMERAS AND EXTENSION CORDS. CAMPUS IMPROVEMENTS INCLUDED OUTDOOR TABLES, BIKE RACKS AND A REPAIR STATION. BOOKS WERE ALSO PURCHASED FOR SUMMER READING. THE FUNDS ALSO SUPPORTED PROFESSIONAL DEVELOPMENT FOR THE STAFF AND ADMINISTRATION AS WELL AS STUDENT AND STAFF APPRECIATION AND EVENTS. FINALLY, FUNDS WERE USED TO SUPPORT THE HOPLITE CLUB THAT WAS ABLE TO PURCHASE SOME NEW UNIFORMS FOR SEDGEFIELD'S ATHLETIC TEAMS, EQUIPMENT AND FIELD MAINTENANCE. - CAMPUS AND STAFF SUPPORT: 50,058 - PARENT AND STUDENT SUPPORT: 3,860 - OTHER STAFF SUPPORT: 10,507 TOTAL SUPPORT 64,425
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENN LOEFFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07046766335
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEDGEFIELD MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0SEDG
ReturnHeader/Filer/EIN0821698628
ReturnHeader/Filer/PhoneNum07046766335
ReturnHeader/Filer/USAddress/AddressLine1Txt02700 DORCHESTER PLACE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383828234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 BILTMORE AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0288013617
ReturnHeader/PreparerPersonGrp/PhoneNum08282599900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUFUS W DOLLAR
ReturnHeader/ReturnTs02022-01-20T13:01:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOEFFLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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