Civic Intelligence

Sedgefield Middle School PTO

990EZ • Fiscal year 2025 • EIN 82-1698628

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 04, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

53rd percentile

8.5%

Higher net margin than 53% of similar nonprofits.

2025 filings • NTEE B94 • <$500k nonprofits • Source year 2025

Top Officer Pay

100th percentile

$0

Higher top officer pay than 100% of similar nonprofits.

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

2025 filings • NTEE B94 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

2025 filings • NTEE B94 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

1.3%

Faster revenue growth than 49% of similar nonprofits.

2025 filings • NTEE B94 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$35,275

Up $11,215 (+47%) from 2024

Net Assets

$35,275

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$131,377

Up $1,749 (+1.3%) from 2024

Expenses

Down

$120,164

Down $55,856 (-32%) from 2024

Net Income

Up

$11,213

Up $57,605 (+124%) from 2024

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

2025

Assets$35,275
Liabilities-
Net Assets$35,275

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

2025

Revenue$131,377
Expenses$120,164
Net Income$11,213
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 4, 2025
Return Version
2024v5.0
Gross Receipts
$131,377
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 2024-2025 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS, INCLUDING START-UP SCHOOL SUPPLIES FOR ALL TEACHING STAFF, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS, ADDITIONAL NOVELS, THE PTO FUNDED SCHOLARSHIPS FOR THE WASHINGTON DC FIELD TRIP, FIELD TRIP MEALS, AND STUDENT CRISIS NEEDS. THE PTO FULLY FUNDED GRADE LEVEL FIELD TRIPS FOR ALL GRADES. THE PTO PURCHASED TECHNOLOGY ITEMS TO SUPPORT STUDENTS INCLUDING UPGRADED SOUND SYSTEM, SLAB ROLLER, PRINTER HEAD FOR POSTER MAKER, ROLLING WHITE BOARDS, VAPE DETECTORS, AND CHROMEBOOK INVENTORY SCANNER. CAMPUS IMPROVEMENTS INCLUDED NEW BLINDS FOR THE CAF, NEW GYM TARP COVER, OFFICE CHAIRS AND BENCHES. THE PTO PARTNERED WITH A LOCAL THEATER COMPANY TO PUT ON A SCHOOL DRAMA PERFORMANCE. THE PTO SUPPORTED SPIRIT EVENTS WITH SUPPLIES, INCLUDING MATERIALS FOR A FALL FESTIVAL, SPRING BLUE OUT EVENT 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 WITH THE PURCHASE OF NEW UNIFORMS, EQUIPMENT, AND A SPORTS BANQUET. - CAMPUS AND STAFF SUPPORT: 29,126 - PARENT AND STUDENT SUPPORT: 33,073 - OTHER STAFF SUPPORT: 3,540 TOTAL CASH SUPPORT: 65,739$105,703$105,703
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON HACKNEYPresident-$0--
LIZ WALLERPresident-$0--
MEREDITH MURCHISONPast Preside-$0--
SUSAN HOLLOWAYSecretary-$0--
RAECHEL ZIENTEKTreasurer-$0--
CARA PEARSALLPast Treasur-$0--
SUZY MCINTOSHTreasurer El-$0--
LAUREN GOMEZVP Pto Commu-$0--
ANN-MILLER MATTOCKSVP CMS Commu-$0--
CHRISSY BROWNVP Family En-$0--
MARGARET JANE WILOUGHBYVP Staff Sup-$0--
KYLE BUMGARDNERVP Athletics-$0--
GINNY SLOANMember At La-$0--
EVONNE PETERSONStaff Adviso-$0--
TERESA MCCREARYTrea Elect T-$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
Alison Hackney
Title
President
Signed
2025-08-04
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Sales tax refund 1,923 sales 750 total 2,673

Form 990-ez, Part I, Line 10

Name: sedgefield middle school address: 2700 dorchester place charlotte, nc 28209 cash contribution: 65,739 noncash contribution: 39,964 description of property: equipment

Form 990-ez, Part I, Line 16

Expenses marketing & website 10,041 amazon account 139 charitable solicitation 103 cheddar up 360 incidentals 919 presidents fund 201 qb fees & treasurer supplies 102 end of year events 753 insurance 440 total 13,058

Form 990-ez, Part I, Line 20

OTHER INCREASES 2

Form 990-ez, Part II, Line 24

Undeposited funds 0 482 total 0 482

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 2024-2025 the pto purchased supplies and materials to support students, including start-up school supplies for all teaching staff, technology platforms and subscriptions, additional novels, the pto funded scholarships for the washington dc field trip, field trip meals, and student crisis needs. The pto fully funded grade level field trips for all grades. The pto purchased technology items to support students including upgraded sound system, slab roller, printer head for poster maker, rolling white boards, vape detectors, and chromebook inventory scanner. Campus improvements included new blinds for the caf, new gym tarp cover, office chairs and benches. The pto partnered with a local theater company to put on a school drama performance. The pto supported spirit events with supplies, including materials for a fall festival, spring blue out event 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 with the purchase of new uniforms, equipment, and a sports banquet. - campus and staff support: 29,126 - parent and student support: 33,073 - other staff support: 3,540 total cash support: 65,739

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2024-2025 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS, INCLUDING START-UP SCHOOL SUPPLIES FOR ALL TEACHING STAFF, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS, ADDITIONAL NOVELS, THE PTO FUNDED SCHOLARSHIPS FOR THE WASHINGTON DC FIELD TRIP, FIELD TRIP MEALS, AND STUDENT CRISIS NEEDS. THE PTO FULLY FUNDED GRADE LEVEL FIELD TRIPS FOR ALL GRADES. THE PTO PURCHASED TECHNOLOGY ITEMS TO SUPPORT STUDENTS INCLUDING UPGRADED SOUND SYSTEM, SLAB ROLLER, PRINTER HEAD FOR POSTER MAKER, ROLLING WHITE BOARDS, VAPE DETECTORS, AND CHROMEBOOK INVENTORY SCANNER. CAMPUS IMPROVEMENTS INCLUDED NEW BLINDS FOR THE CAF, NEW GYM TARP COVER, OFFICE CHAIRS AND BENCHES. THE PTO PARTNERED WITH A LOCAL THEATER COMPANY TO PUT ON A SCHOOL DRAMA PERFORMANCE. THE PTO SUPPORTED SPIRIT EVENTS WITH SUPPLIES, INCLUDING MATERIALS FOR A FALL FESTIVAL, SPRING BLUE OUT EVENT 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 WITH THE PURCHASE OF NEW UNIFORMS, EQUIPMENT, AND A SPORTS BANQUET. - CAMPUS AND STAFF SUPPORT: 29,126 - PARENT AND STUDENT SUPPORT: 33,073 - OTHER STAFF SUPPORT: 3,540 TOTAL CASH SUPPORT: 65,739
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 1,923 SALES 750 TOTAL 2,673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: SEDGEFIELD MIDDLE SCHOOL ADDRESS: 2700 DORCHESTER PLACE CHARLOTTE, NC 28209 CASH CONTRIBUTION: 65,739 NONCASH CONTRIBUTION: 39,964 DESCRIPTION OF PROPERTY: EQUIPMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MARKETING & WEBSITE 10,041 AMAZON ACCOUNT 139 CHARITABLE SOLICITATION 103 CHEDDAR UP 360 INCIDENTALS 919 PRESIDENTS FUND 201 QB FEES & TREASURER SUPPLIES 102 END OF YEAR EVENTS 753 INSURANCE 440 TOTAL 13,058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER INCREASES 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNDEPOSITED FUNDS 0 482 TOTAL 0 482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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/ExplanationTxt6IN 2024-2025 THE PTO PURCHASED SUPPLIES AND MATERIALS TO SUPPORT STUDENTS, INCLUDING START-UP SCHOOL SUPPLIES FOR ALL TEACHING STAFF, TECHNOLOGY PLATFORMS AND SUBSCRIPTIONS, ADDITIONAL NOVELS, THE PTO FUNDED SCHOLARSHIPS FOR THE WASHINGTON DC FIELD TRIP, FIELD TRIP MEALS, AND STUDENT CRISIS NEEDS. THE PTO FULLY FUNDED GRADE LEVEL FIELD TRIPS FOR ALL GRADES. THE PTO PURCHASED TECHNOLOGY ITEMS TO SUPPORT STUDENTS INCLUDING UPGRADED SOUND SYSTEM, SLAB ROLLER, PRINTER HEAD FOR POSTER MAKER, ROLLING WHITE BOARDS, VAPE DETECTORS, AND CHROMEBOOK INVENTORY SCANNER. CAMPUS IMPROVEMENTS INCLUDED NEW BLINDS FOR THE CAF, NEW GYM TARP COVER, OFFICE CHAIRS AND BENCHES. THE PTO PARTNERED WITH A LOCAL THEATER COMPANY TO PUT ON A SCHOOL DRAMA PERFORMANCE. THE PTO SUPPORTED SPIRIT EVENTS WITH SUPPLIES, INCLUDING MATERIALS FOR A FALL FESTIVAL, SPRING BLUE OUT EVENT 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 WITH THE PURCHASE OF NEW UNIFORMS, EQUIPMENT, AND A SPORTS BANQUET. - CAMPUS AND STAFF SUPPORT: 29,126 - PARENT AND STUDENT SUPPORT: 33,073 - OTHER STAFF SUPPORT: 3,540 TOTAL CASH SUPPORT: 65,739
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383828234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 COLLEGE ST STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0288012449
ReturnHeader/PreparerPersonGrp/PhoneNum08282599900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN TOLER
ReturnHeader/ReturnTs02025-08-12T12:45:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Peer Organizations

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