Nonprofit · EIN 46-3360303
SEDGEFIELD SCHOOL INC
Also known as KEYSTONE MONTESSORI SCHOOL
Tax-exempt · CHARLOTTE, NC 28209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $896,477 | $870,394 | $26,083 | $1,092,179 | $347,877 | $744,302 |
| June 30, 2024 | 990 | $777,207 | $852,425 | -$75,218 | $1,036,898 | $299,751 | $737,147 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $239
- Program service revenue
- $854,896
- Investment income
- $41,342
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,050
- Compensation of officers, directors and key employees
- $263,818
- Other salaries and wages
- $299,349
- Salaries, compensation and benefits (total)
- $649,267
- Professional fundraising fees
- $0
- Accounting fees
- $13,118
- Occupancy
- $66,977
- Depreciation
- $8,756
- Program services (functional)
- $484,687
- Management and general (functional)
- $385,707
Balance sheet and other
- Total assets, start of year
- $1,036,898
- Total assets, end of year
- $1,092,179
- Total liabilities, end of year
- $347,877
- Net assets, end of year
- $744,302
- Land, buildings and equipment
- $152,286
- Publicly traded securities
- $896,746
- Gross receipts
- $896,477
- Employees
- 13
- Year formed
- 2013
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allyson Creel | Head of School Trustee or director, Officer | 40 | $74,764 |
| Amy Lovett | Board Member Trustee or director | 2 | $0 |
| Patricia Kelly | Patricia Kelly Trustee or director | 1 | $0 |
| Joanna Smith | Board Member Trustee or director | 1 | $0 |
| Ariana Shahinfar | Chairman of the Board Trustee or director, Officer | 4 | $0 |
| Danielle Cook | Secretary Trustee or director, Officer | 3 | $0 |
| Paul Ibsen | Treasurer Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hawley Hoggard | Head of School and President Officer | 40 | $128,298 |
| Allyson Creel | AsstHead of School Key employee | 40 | $81,166 |
| Patricia Kelly | Board Member Trustee or director | 1 | $0 |
| Amy Lovett | Board Member Trustee or director | 2 | $0 |
| Dan Lewis | Board Member Trustee or director | 1 | $0 |
| Joanna Smith | Board Member Trustee or director | 1 | $0 |
| Virginia Brooks | Board Member Trustee or director | 1 | $0 |
| Ariana Shahinfar | Chairman of the Board Trustee or director, Officer | 4 | $0 |
| Danielle Cook | Secretary Trustee or director, Officer | 3 | $0 |
| Paul Ibsen | Treasurer Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2830 DORCHESTER PL, CHARLOTTE, NC 28209-1219
- In care of
- % ALLYSON CREEL
- Principal officer (990 for 2024)
- Ariana Shahinfar, 2830 Dorchester Place, Charlotte, NC 28209
- Signed the 990
- ALLYSON CREEL, Head of School
- Phone
- (980) 355-0900
- Website
- KeystoneMontessoriSchool.org
- Return prepared by
- D Mac Willet CPA PC
Mission
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.
Program accomplishments
- Currently serving 71 children between the ages of 3 and 9, following the guidelines of the Association Montessori InternationaleExpenses $484,687 · revenue $896,477
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3360303
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $1,092,179
- Income (IRS master file)
- $896,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $896,477 | $870,394 | $1,092,179 | XML |
| 990 | June 2024 | $777,207 | $852,425 | $1,036,898 | IRS |
| 990 | June 2023 | $747,913 | $717,184 | $884,562 | IRS |
| 990 | June 2022 | $791,030 | $708,404 | $877,560 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3360303).
Questions about SEDGEFIELD SCHOOL INC
- What is the EIN of SEDGEFIELD SCHOOL INC?
- The employer identification number (EIN) of SEDGEFIELD SCHOOL INC is 46-3360303.
- Is SEDGEFIELD SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SEDGEFIELD SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SEDGEFIELD SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SEDGEFIELD SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SEDGEFIELD SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SEDGEFIELD SCHOOL INC?
- The 990 for the year ended June 30, 2025 names Ariana Shahinfar.
- Who are the officers and directors of SEDGEFIELD SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $74,764 (Allyson Creel, Head of School).
- How much revenue does SEDGEFIELD SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $896,477, expenses of $870,394 and total assets of $1,092,179 at year end.
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