Nonprofit · EIN 82-1698628
SEDGEFIELD MIDDLE SCHOOL PTO
Tax-exempt · CHARLOTTE, NC 28209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $99,499 | $74,656 | $24,843 | $60,718 | – | $60,718 |
| June 30, 2025 | 990-EZ | $131,377 | $120,164 | $11,213 | $35,275 | – | $35,275 |
| June 30, 2024 | 990-EZ | $129,628 | $176,020 | -$46,392 | $24,060 | – | $24,060 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $92,954
- Program service revenue
- $2,735
- Other revenue
- $3,810
Expenses
- Grants and similar amounts paid
- $60,515
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,660
- Other expenses
- $12,481
- Program services (functional)
- $60,515
Balance sheet and other
- Total assets, start of year
- $35,276
- Total assets, end of year
- $60,718
- Total liabilities, end of year
- –
- Net assets, end of year
- $60,718
- Cash, savings and investments
- $60,236
- Gross receipts
- $99,499
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINNY SLOAN | PRESIDENT | 2 | $0 |
| ELIZABETH WEBB | PRESIDENT | 2 | $0 |
| MEREDITH MURCHISON | PAST PRESIDE | 2 | $0 |
| SUSAN HOLLOWAY | SECRETARY | 2 | $0 |
| SUZY MCINTOSH | TREASURER | 2 | $0 |
| KATHERINE MOULTON | TREASURER EL | 2 | $0 |
| LAUREN GOMEZ | VP PTO COMMU | 2 | $0 |
| ANN-MILLER MATTOCKS | VP CMS COMMU | 2 | $0 |
| CHRISSY BROWN | VP FAMILY EN | 2 | $0 |
| MARGARET JANE WILOUGHBY | VP STAFF SUP | 2 | $0 |
| KYLE BUMGARDNER | VP ATHLETICS | 2 | $0 |
| EVONNE PETERSON | STAFF ADVISO | 2 | $0 |
990-EZ for the year ended June 30, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISON HACKNEY | PRESIDENT | 2 | $0 |
| LIZ WALLER | PRESIDENT | 2 | $0 |
| MEREDITH MURCHISON | PAST PRESIDE | 2 | $0 |
| SUSAN HOLLOWAY | SECRETARY | 2 | $0 |
| RAECHEL ZIENTEK | TREASURER | 2 | $0 |
| CARA PEARSALL | PAST TREASUR | 2 | $0 |
| SUZY MCINTOSH | TREASURER EL | 2 | $0 |
| LAUREN GOMEZ | VP PTO COMMU | 2 | $0 |
| ANN-MILLER MATTOCKS | VP CMS COMMU | 2 | $0 |
| CHRISSY BROWN | VP FAMILY EN | 2 | $0 |
| MARGARET JANE WILOUGHBY | VP STAFF SUP | 2 | $0 |
| KYLE BUMGARDNER | VP ATHLETICS | 2 | $0 |
| GINNY SLOAN | MEMBER AT LA | 2 | $0 |
| EVONNE PETERSON | STAFF ADVISO | 2 | $0 |
| TERESA MCCREARY | TREA ELECT T | 2 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEREDITH MURCHISON | PRESIDENT | 2 | $0 |
| MOLLY BILDERBACK | PRESIDENT | 2 | $0 |
| LAURA MURDOCK | PAST PRESIDE | 2 | $0 |
| SUSAN HOLLOWAY | SECRETARY | 2 | $0 |
| CARA PEARSALL | TREASURER | 2 | $0 |
| TERESA MCCREARY | TREASURER EL | 2 | $0 |
| LAUREN GOMEZ | VP PTO COMMU | 2 | $0 |
| ANN-MILLER MATTOCKS | VP CMS COMMU | 2 | $0 |
| CHRISSY BROWN | VP FAMILY EN | 2 | $0 |
| MARGARET JANE WILOUGHBY | VP STAFF SUP | 2 | $0 |
| GINNY SLOAN | MEMBER AT LA | 2 | $0 |
| EVONNE PETERSON | STAFF ADVISO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2700 DORCHESTER PL, CHARLOTTE, NC 28209-1213
- In care of
- % SEDGEFIELD PTO
- Mailing address (990-N for 2018)
- 2700 DORCHESTER PLACE, CHARLOTTE NC 28209
- Principal officer (990-N for 2018)
- LINDSAY JONES, 2700 DORCHESTER PLACE, CHARLOTTE NC 28209
- Signed the 990-EZ
- GINNY SLOAN, PRESIDENT
- Phone
- (704) 676-6335
- Website
- SMSPTO.ORG
- Return prepared by
- CARTER P C
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 accomplishments
- IN 2025-2026 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 ITEMS TO SUPPORT STUDENTS INCLUDING , COMPOSITIONBOOKS, SUPPLIES FOR ART AND SCIENCE PROJECTS, NEW CHROMEBOOK CHARGERS, HEADPHONES AND A MIC AND RECEIVER FOR THE GYM. CAMPUS IMPROVEMENTS INCLUDED NEW PLANTERS AND WALL DECOR FOR BACK TO SCHOOL. 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: 22,254 - PARENT AND STUDENT SUPPORT: 26,960 - OTHER STAFF SUPPORT: 4,811 TOTAL CASH SUPPORT: 54,025Expenses $60,515 · grants $60,515
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 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 82-1698628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $60,718
- Income (IRS master file)
- $99,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $99,499 | $74,656 | $60,718 | XML |
| 990-EZ | June 2025 | $131,377 | $120,164 | $35,275 | XML |
| 990-EZ | June 2024 | $129,628 | $176,020 | $24,060 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: LINDSAY JONES | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 82-1698628).
Questions about SEDGEFIELD MIDDLE SCHOOL PTO
- What is the EIN of SEDGEFIELD MIDDLE SCHOOL PTO?
- The employer identification number (EIN) of SEDGEFIELD MIDDLE SCHOOL PTO is 82-1698628.
- Is SEDGEFIELD MIDDLE SCHOOL PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SEDGEFIELD MIDDLE SCHOOL PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SEDGEFIELD MIDDLE SCHOOL PTO 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 MIDDLE SCHOOL PTO due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SEDGEFIELD MIDDLE SCHOOL PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of SEDGEFIELD MIDDLE SCHOOL PTO?
- The 990-N for 2018 names LINDSAY JONES.
- Who are the officers and directors of SEDGEFIELD MIDDLE SCHOOL PTO?
- The 990-EZ for the year ended June 30, 2026 lists 12 people; 0 received compensation from the organization.
- How much revenue does SEDGEFIELD MIDDLE SCHOOL PTO have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $99,499, expenses of $74,656 and total assets of $60,718 at year end.
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