Sedgefield School INC

Tax-deductible

Charlotte, NC501(c)(3)EducationEIN 46-3360303

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.

501(c)(3) charity; gifts are tax-deductible.
56¢ of each $1 spent went to programs.
$75K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $56K a year · 7% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
56%
of spending
Worth a look: 56% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$75K
to officers and key staff · 9% of spending
Top officer’s pay higher than 67% of similar orgs
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$348K
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$896K
+15% vs prior year
Spent
$870K
To programs
56%
Net assets
$744K
By yearFY2020–FY2025
Revenue
$896K
FY2025▲ +15%
Revenue by fiscal year
FY2020$578K
FY2021$821K
FY2022$791K
FY2023$748K
FY2024$777K
FY2025$896K
Expenses
$870K
FY2025▲ +2%
Expenses by fiscal year
FY2020$488K
FY2021$642K
FY2022$708K
FY2023$717K
FY2024$852K
FY2025$870K
Net assets
$744K
FY2025▲ +1.0%
Net assets by fiscal year
FY2020$487K
FY2021$666K
FY2022$749K
FY2023$779K
FY2024$737K
FY2025$744K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

56 cents of each dollar spent went to programs.

Program services 56% · $485K Management & general 44% · $386K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

7 people listed on the 990; $75K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Head of School
$74,764Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Patricia Kelly
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Chairman of the Board
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Allyson Creel’s $75K as Head of School is at the 67th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Hawley Hoggard—$128,298$123,755$115,998$134,801$101,117
Allyson Creel$74,764$81,166$76,756$74,548$75,588$62,686

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides Montessori environments for children aged three to twelve to learn through self-directed play.

Provided by the organization

This section is blank until Sedgefield School INC claims this page.

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1 program service account for $485K of program spending, described in the organization's own filed words · FY2024.
01

Currently serving 71 children between the ages of 3 and 9, following the guidelines of the Association Montessori Internationale

$485Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2020
Total grants receivedfrom 1 funder$7

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$896K
Ln 12
Fees for servicesLn 2g$855K
Investment incomeLn 3$41K
Gifts and grantsLn 1h$239
Money outPt IX
$870K
Ln 25
Programscol B$485K
Managementcol C$386K
Owns and owesPt X
$744K
net assets · Ln 32
Cash and savingsLn 1–2$42K
Total assetsLn 16$1.1M
LiabilitiesLn 26$348K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$239
Fundraising eventsLn 1c$239
Fees for servicesLn 2g$855K
Investment incomeLn 3$41K
Total revenueLn 12$896K
Assets in detailPt X, end of year
CashLn 1$42K
Cash and savings togetherLn 1–2$42K
InvestmentsLn 11–13$897K
Land, buildings, equipmentLn 10c$152K
Other assetsLn 15$1K
Total assetsLn 16$1.1M
LiabilitiesLn 26$348K
Net assetsLn 32$744K
OperationsPt I, VI
EmployeesI 514
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$91K$42K
InvestmentsLn 11–13$857K$897K
Land, buildings, equipmentLn 10c$89K$152K
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$300K$348K
Net assetsLn 32$737K$744K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1K$1K
Pay of current officers, directors and key staffLn 5$264K$264K
Other salaries and wagesLn 7$299K$299K
Other employee benefitsLn 9$42K$22K$20K
Payroll taxesLn 10$44K$23K$21K
Accounting feesLn 11c$13K$13K
Other fees for servicesLn 11g$11K$11K
Advertising and promotionLn 12$5K$5K
OccupancyLn 16$67K$59K$8K
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$30K$18K$12K
All other expensesLn 24e$70K$48K$22K
Total functional expensesLn 25$870K$485K$386K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $896K$870K$26K$744K 990 PDF
FY2024 $777K$852K−$75K$737K 990 PDF
FY2023 $748K$717K$31K$779K 990 PDF
FY2022 $791K$708K$83K$749K 990 PDF
FY2021 $821K$642K$179K$666K 990 PDF
FY2020 $578K$488K$90K$487K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $896,477 across 6 lines filed
VIII-1c Fundraising events$239
VIII-1h Total contributions, gifts and grants$239
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $854,896$854,896
VIII-3 Investment incomeRelated to mission $41,342$41,342
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $896,238 · Unrelated business $0 · Excluded from tax $0$896,477
Part IX · Statement of functional expenses $870,394 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $1,050$1,050
IX-5 Pay of current officers, directors and key staffManagement $263,818$263,818
IX-7 Other salaries and wagesPrograms $299,349$299,349
IX-9 Other employee benefitsPrograms $22,488 · Management $19,818$42,306
IX-10 Payroll taxesPrograms $23,278 · Management $20,516$43,794
IX-11c Accounting feesManagement $13,118$13,118
IX-11g Other fees for servicesManagement $11,408$11,408
IX-12 Advertising and promotionPrograms $4,714$4,714
IX-16 OccupancyPrograms $58,603 · Management $8,374$66,977
IX-22 Depreciation, depletion and amortizationPrograms $8,756$8,756
IX-23 InsuranceManagement $14,717$14,717
IX-24 Other expenses (24a–d)Programs $18,426 · Management $11,857$30,283
IX-24e All other expensesPrograms $48,023 · Management $22,081$70,104
IX-25 Total functional expensesPrograms $484,687 · Management $385,707 · Fundraising $0$870,394
Part X · Balance sheet $1,092,179 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $90,995$41,770
X-10c Land, buildings and equipment, netStart of year $89,061$152,286
X-11 Publicly traded securitiesStart of year $856,637$896,746
X-15 Other assetsStart of year $205$1,377
X-16 Total assetsStart of year $1,036,898$1,092,179
X-17 Accounts payable and accrued expensesStart of year $2,461$24,902
X-19 Deferred revenueStart of year $97,290$122,975
X-25 Other liabilitiesStart of year $200,000$200,000
X-26 Total liabilitiesStart of year $299,751$347,877
X-32 Total net assets or fund balancesStart of year $737,147$744,302
X-33 Total liabilities and net assetsStart of year $1,036,898$1,092,179
Part XI · Reconciliation of net assets $744,302 net assets at year end
XI-1 Total revenue$896,477
XI-2 Total expenses$870,394
XI-3 Revenue less expenses$26,083
XI-4 Net assets at start of year$737,147
XI-8 Prior period adjustments−$18,928
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$744,302

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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