Civic Intelligence

Sedgefield Middle School PTO

990EZ • Fiscal year 2023 • EIN 82-1698628

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 29, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

72nd percentile

25%

Higher net margin than 72% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

97th percentile

131%

Faster asset growth than 97% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

24%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • NTEE B94 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$70,032

Flat from 2023

Net Assets

$70,032

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$159,551

Flat from 2023

Expenses

Flat

$119,837

Flat from 2023

Net Income

Flat

$39,714

Flat from 2023

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: $70,032Net Assets 2023: $70,0322023Assets 2023: $70,032Liabilities 2023: $02023Assets 2024: $24,060Liabilities 2024: $02024Assets 2025: $35,275Net Assets 2025: $35,2752025

Highlighted filing

2023

Assets$70,032
Liabilities-
Net Assets$70,032

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 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

2023

Revenue$159,551
Expenses$119,837
Net Income$39,714
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$159,551
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 2023 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS, INCLUDING START-UP SCHOOL SUPPLIES FOR ALL TEACHING STAFF, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS, EARPHONES AND CHARGING STATIONS FOR TESTING DAYS, AND SUPPLIES FOR ADDITIONAL CLEANING AND HEALTH (DISINFECTANT WIPES, KLEENEX). THE PTO FUNDED SCHOLARSHIPS FOR THE WASHINGTON DC FIELD TRIP, FIELD TRIP MEALS, AND STUDENT CRISIS NEEDS. THE PTO PURCHASED LARGER TECHNOLOGY ITEMS TO SUPPORT STAFF, INCLUDING A PROMETHEON BOARD. CAMPUS IMPROVEMENTS INCLUDED A SUNSHADE FOR THE FIELD, A SOUND SYSTEM, CHAIRS AND RACKS FOR PERFORMANCES AND CEREMONIES, AND ROOM DIVIDERS FOR PERFORMANCES AND EVENTS. THE PTO SUPPORTED SPIRIT EVENTS WITH SUPPLIES, INCLUDING MATERIALS FOR A FALL FESTIVAL, SPRING GAME NIGHT AND 8TH GRADE DANCE. 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 ATHLETICS AND THE PURCHASE OF NEW GYM MATS, A SPORTS BANQUET AND SOME UNIFORMS. - CAMPUS AND STAFF SUPPORT: 27,366 - PARENT AND STUDENT SUPPORT: 24,372 - OTHER STAFF SUPPORT: 2,886 TOTAL SUPPORT 54,624$103,206$103,206
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEREDITH MURCHISONPresident-$0--
LAURA MURDOCKPresident-$0--
MOLLY BILDERBACKSecretary-$0--
CARA PEARSALLTreasurer-$0--
SUSAN HOLLOWAYVP Communica-$0--
ANN LAMBIOTTEVP School Su-$0--
PAM BLAKEVP Parent Su-$0--
EVONNE PETERSONStaff Adviso-$0--
LINDSAY JONESBoard Member-$0--
LATOYA MCCANTSBoard Member-$0--
ANN-MILLER MATTOCKSPast Preside-$0--
MC PHILLIPSPast 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
Meredith Murchison
Title
President
Phone
7046766335
Signed
2023-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Carter P C
Address
301 COLLEGE ST STE 320, ASHEVILLE, NC 28801-2449
Preparer
Rufus W Dollar
Phone
8282599900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Sales tax refund 2,892 paypal sales 300 spirit wear profit sharing 272 other misc 250 total 3,714

Form 990-ez, Part I, Line 10

Name: sedgefield middle school address: 2700 dorchester place charlotte, nc 28209 cash contribution: 54,624 noncash contribution: 48,582 description of property: equipment

Form 990-ez, Part I, Line 16

Expenses marketing & website 10,511 amazon account 139 charitable solicitation 102 cheddar up 360 incedentals 1,133 paypal fees 18 presidents fund 1,811 qb fees & treasurer supplies 762 insurance 440 other expenses 805 total 16,081

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 2023 the pto purchased supplies and materials to support students, including start-up school supplies for all teaching staff, technology platforms and subscriptions, earphones and charging stations for testing days, and supplies for additional cleaning and health (disinfectant wipes, kleenex). The pto funded scholarships for the washington dc field trip, field trip meals, and student crisis needs. The pto purchased larger technology items to support staff, including a prometheon board. Campus improvements included a sunshade for the field, a sound system, chairs and racks for performances and ceremonies, and room dividers for performances and events. The pto supported spirit events with supplies, including materials for a fall festival, spring game night and 8th grade dance. 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 athletics and the purchase of new gym mats, a sports banquet and some uniforms. - campus and staff support: 27,366 - parent and student support: 24,372 - other staff support: 2,886 total support 54,624

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2023 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS, INCLUDING START-UP SCHOOL SUPPLIES FOR ALL TEACHING STAFF, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS, EARPHONES AND CHARGING STATIONS FOR TESTING DAYS, AND SUPPLIES FOR ADDITIONAL CLEANING AND HEALTH (DISINFECTANT WIPES, KLEENEX). THE PTO FUNDED SCHOLARSHIPS FOR THE WASHINGTON DC FIELD TRIP, FIELD TRIP MEALS, AND STUDENT CRISIS NEEDS. THE PTO PURCHASED LARGER TECHNOLOGY ITEMS TO SUPPORT STAFF, INCLUDING A PROMETHEON BOARD. CAMPUS IMPROVEMENTS INCLUDED A SUNSHADE FOR THE FIELD, A SOUND SYSTEM, CHAIRS AND RACKS FOR PERFORMANCES AND CEREMONIES, AND ROOM DIVIDERS FOR PERFORMANCES AND EVENTS. THE PTO SUPPORTED SPIRIT EVENTS WITH SUPPLIES, INCLUDING MATERIALS FOR A FALL FESTIVAL, SPRING GAME NIGHT AND 8TH GRADE DANCE. 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 ATHLETICS AND THE PURCHASE OF NEW GYM MATS, A SPORTS BANQUET AND SOME UNIFORMS. - CAMPUS AND STAFF SUPPORT: 27,366 - PARENT AND STUDENT SUPPORT: 24,372 - OTHER STAFF SUPPORT: 2,886 TOTAL SUPPORT 54,624
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 2,892 PAYPAL SALES 300 SPIRIT WEAR PROFIT SHARING 272 OTHER MISC 250 TOTAL 3,714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: SEDGEFIELD MIDDLE SCHOOL ADDRESS: 2700 DORCHESTER PLACE CHARLOTTE, NC 28209 CASH CONTRIBUTION: 54,624 NONCASH CONTRIBUTION: 48,582 DESCRIPTION OF PROPERTY: EQUIPMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MARKETING & WEBSITE 10,511 AMAZON ACCOUNT 139 CHARITABLE SOLICITATION 102 CHEDDAR UP 360 INCEDENTALS 1,133 PAYPAL FEES 18 PRESIDENTS FUND 1,811 QB FEES & TREASURER SUPPLIES 762 INSURANCE 440 OTHER EXPENSES 805 TOTAL 16,081
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 2023 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS, INCLUDING START-UP SCHOOL SUPPLIES FOR ALL TEACHING STAFF, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS, EARPHONES AND CHARGING STATIONS FOR TESTING DAYS, AND SUPPLIES FOR ADDITIONAL CLEANING AND HEALTH (DISINFECTANT WIPES, KLEENEX). THE PTO FUNDED SCHOLARSHIPS FOR THE WASHINGTON DC FIELD TRIP, FIELD TRIP MEALS, AND STUDENT CRISIS NEEDS. THE PTO PURCHASED LARGER TECHNOLOGY ITEMS TO SUPPORT STAFF, INCLUDING A PROMETHEON BOARD. CAMPUS IMPROVEMENTS INCLUDED A SUNSHADE FOR THE FIELD, A SOUND SYSTEM, CHAIRS AND RACKS FOR PERFORMANCES AND CEREMONIES, AND ROOM DIVIDERS FOR PERFORMANCES AND EVENTS. THE PTO SUPPORTED SPIRIT EVENTS WITH SUPPLIES, INCLUDING MATERIALS FOR A FALL FESTIVAL, SPRING GAME NIGHT AND 8TH GRADE DANCE. 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 ATHLETICS AND THE PURCHASE OF NEW GYM MATS, A SPORTS BANQUET AND SOME UNIFORMS. - CAMPUS AND STAFF SUPPORT: 27,366 - PARENT AND STUDENT SUPPORT: 24,372 - OTHER STAFF SUPPORT: 2,886 TOTAL SUPPORT 54,624
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/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-28
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ReturnHeader/ReturnTs02023-10-03T10:38:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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