Civic Intelligence

Stonebridge Poa Inc

EIN 03-0528644 • 501(c)4 • Huntersville, NC

Profile

Section 4. Purpose. The purposes for which the association is formed are: a:to manage, maintain, care for, repair, and improve, as necessary, the roads in all phases of the stonebridge development located in ashe county, north carolina; b:to manage, interpret and enforce, as necessary the restrictive covenants, that apply to properties located in the stonebridge development; c:to establish, fix, levy, assess, collect and disburse such dues, special assessments and/or charges as may be necessary in order to perform the purposes that are set forth above.

PO Box 2427Huntersville, NC 28070

www.stonebridgetodd.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.31x

Higher debt load relative to assets than 71% of similar nonprofits.

NTEE L • <$500k nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

NTEE L • <$500k nonprofits • Source year 2025

Net Margin

72nd percentile

25%

Higher net margin than 72% of similar nonprofits.

NTEE L • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE L • <$500k nonprofits • Source year 2025

Asset Growth

86th percentile

52%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

90th percentile

80%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$297,926

Up $102,208 (+52%) from 2024

Liabilities

Up

$92,034

Up $2,903 (+3.3%) from 2024

Net Assets

Up

$205,892

Up $99,305 (+93%) from 2024

Operations
Liabilities / Revenue68th percentileNet Margin72nd percentile

Revenue

Up

$396,802

Up $176,512 (+80%) from 2024

Expenses

Up

$295,685

Up $48,644 (+20%) from 2024

Net Income

Up

$101,117

Up $127,868 (+478%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $104,460Liabilities 2019: $87,493Net Assets 2019: $16,9672019Assets 2020: $118,792Liabilities 2020: $87,624Net Assets 2020: $31,1682020Assets 2021: $114,052Liabilities 2021: $87,646Net Assets 2021: $26,4062021Assets 2022: $139,434Liabilities 2022: $87,150Net Assets 2022: $52,2842022Assets 2023: $221,256Liabilities 2023: $87,918Net Assets 2023: $133,3382023Assets 2024: $195,718Liabilities 2024: $89,131Net Assets 2024: $106,5872024Assets 2025: $297,926Liabilities 2025: $92,034Net Assets 2025: $205,8922025

Highlighted filing

2025

Assets$297,926
Liabilities$92,034
Net Assets$205,892
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2019: $183,207Expenses 2019: $182,977Net Income 2019: $2302019Revenue 2020: $184,258Expenses 2020: $170,057Net Income 2020: $14,2012020Revenue 2021: $178,791Expenses 2021: $183,553Net Income 2021: -$4,7622021Revenue 2022: $231,091Expenses 2022: $205,213Net Income 2022: $25,8782022Revenue 2023: $230,484Expenses 2023: $149,430Net Income 2023: $81,0542023Revenue 2024: $220,290Expenses 2024: $247,041Net Income 2024: -$26,7512024Revenue 2025: $396,802Expenses 2025: $295,685Net Income 2025: $101,1172025

Highlighted filing

2025

Revenue$396,802
Expenses$295,685
Net Income$101,117
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$297,926
Liabilities
$92,034
Net assets
$205,892
Revenue
$396,802
Expenses
$295,685
Net income
$101,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.92$2.06$3.97$2.96$1.01
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.89$1.07$2.20$2.47$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.88$1.33$2.30$1.49$0.81
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.87$0.52$2.31$2.05$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.88$0.26$1.79$1.84$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.88$0.31$1.84$1.70$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.87$0.17$1.83$1.83$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$396,802
Mission and Program Overview

Mission

(a) to manage, maintain, care for, repair, and improve, as necessary, the roads in all phases of the stonebridge development located in ashe county, nc. (b)to manage, interpret and enforce,

Section 4. Purpose. The purposes for which the association is formed are: a:to manage, maintain, care for, repair, and improve, as necessary, the roads in all phases of the stonebridge development located in ashe county, north carolina; b:to manage, interpret and enforce, as necessary the restrictive covenants, that apply to properties located in the stonebridge development; c:to establish, fix, levy, assess, collect and disburse such dues, special assessments and/or charges as may be necessary in order to perform the purposes that are set forth above.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$106,587$205,892▲ $99,305
Cash and Non-Interest-Bearing Accounts$109,741$204,286▲ $94,545
Savings and Temporary Cash Investments$89,095$90,908▲ $1,813
Accounts Receivable$-3,118$2,732▲ $5,850
Total Assets$195,718$297,926▲ $102,208
Liabilities
Other Liabilities$89,095$90,908▲ $1,813
Accounts Payable and Accrued Expenses$36$1,126▲ $1,090
Total Liabilities$89,131$92,034▲ $2,903
Net Assets / Fund Balance
Total Net Assets Fund Balance$106,587$205,892▲ $99,305
Total Liabilities and Net Assets / Fund Balance$195,718$297,926▲ $102,208
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Mark TravisPresident
Pam GarnerDirector
Steve RayDirector
Robert EdwardsOfficer
Mallory OatesSecretary
Bruce HershockTreasurer
Betsy BrodeurVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$388,522
Investment Income
$5,280
Other Revenue
$3,000
Change in Net Assets
$101,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$273,406--$273,406
Fees for Services Accounting-$6,758-$6,758
Fees for Services Management-$6,000-$6,000
Insurance-$4,745-$4,745
Office Expenses-$2,867-$2,867
Conferences and Meetings-$815-$815
Fees for Services Legal-$546-$546
Information Technology-$190-$190
Other Expenses-$25-$25
Total Functional Expenses$273,406$22,279$0$295,685
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Reserves$90,908
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed and signed by officer prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Available on our website and through our management company.”

Filing and Contact Details

Filer

Filer Name
Stonebridge Poa Inc
EIN
03-0528644
Phone
8282621571
Address
PO BOX 2427, HUNTERSVILLE, NC 28070

Signing Officer

Name
Mark Travis
Title
President
Phone
8282621571
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Travis
Formed
2003
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
8

Preparer

Firm
Coffey Lovins & Company Pllc
Address
113 NORTH CENTER STREET SUITE 100, STATESVILLE, NC 28677-5255
Preparer
John R Rosental
Phone
7048711477
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Section 4. Purpose. The purposes for which the association is formed are: a:to manage, maintain, care for, repair, and improve, as necessary, the roads in all phases of the stonebridge development located in ashe county, north carolina; b:to manage, interpret and enforce, as necessary the restrictive covenants, that apply to properties located in the stonebridge development; c:to establish, fix, levy, assess, collect and disburse such dues, special assessments and/or charges as may be necessary in order to perform the purposes that are set forth above.”

Form 990, Page 2, Part III, Line 4D

“20,000 towards ashe county rescue squad, inc.”

Form 990, Part IX, Line 11G

“Road maint-routine budgeted 133,268 0 0 road maint-roadway snow remov 3,675 0 0 road maint-barrier repair 2,500 0 0 fire protect-brush removal 4,400 0 0 road maint-stom damage repair 129,563 0 0 total 273,406 0 0”

Form 990, Part XI, Line 9

“Increase in reserve fund liability -1,812”

Raw XML Appendix309 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01126
IRS990/AccountsReceivableGrp/BOYAmt0-3118
IRS990/AccountsReceivableGrp/EOYAmt02732
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SECTION 4. PURPOSE. THE PURPOSES FOR WHICH THE ASSOCIATION IS FORMED ARE: A:TO MANAGE, MAINTAIN, CARE FOR, REPAIR, AND IMPROVE, AS NECESSARY, THE ROADS IN ALL PHASES OF THE STONEBRIDGE DEVELOPMENT LOCATED IN ASHE COUNTY, NORTH CAROLINA; B:TO MANAGE, INTERPRET AND ENFORCE, AS NECESSARY THE RESTRICTIVE COVENANTS, THAT APPLY TO PROPERTIES LOCATED IN THE STONEBRIDGE DEVELOPMENT; C:TO ESTABLISH, FIX, LEVY, ASSESS, COLLECT AND DISBURSE SUCH DUES, SPECIAL ASSESSMENTS AND/OR CHARGES AS MAY BE NECESSARY IN ORDER TO PERFORM THE PURPOSES THAT ARE SET FORTH ABOVE.
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0SUPERIOR ASSOCIATION MANAGEMENT INC
IRS990/BooksInCareOfDetail/PhoneNum07048757299
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2427
IRS990/BooksInCareOfDetail/USAddress/CityNm0HUNTERSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028070
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0109741
IRS990/CashNonInterestBearingGrp/EOYAmt0204286
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0815
IRS990/ConferencesMeetingsGrp/TotalAmt0815
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05280
IRS990/CYOtherExpensesAmt0295685
IRS990/CYOtherRevenueAmt03000
IRS990/CYProgramServiceRevenueAmt0388522
IRS990/CYRevenuesLessExpensesAmt0101117
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0295685
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0396802
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO MANAGE, MAINTAIN, CARE FOR, REPAIR, AND IMPROVE, AS NECESSARY, THE ROADS IN ALL PHASES OF THE STONEBRIDGE DEVELOPMENT LOCATED IN ASHE COUNTY, NORTH CAROLINA
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0273406
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06758
IRS990/FeesForServicesAccountingGrp/TotalAmt06758
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0546
IRS990/FeesForServicesLegalGrp/TotalAmt0546
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesManagementGrp/TotalAmt06000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0273406
IRS990/FeesForServicesOtherGrp/TotalAmt0273406
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK TRAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE HERSHOCK
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE RAY
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm4PAM GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm5MALLORY OATES
IRS990/Form990PartVIISectionAGrp/PersonNm6BETSY BRODEUR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE-PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0396802
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0190
IRS990/InformationTechnologyGrp/TotalAmt0190
IRS990/InsuranceGrp/ManagementAndGeneralAmt04745
IRS990/InsuranceGrp/TotalAmt04745
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05280
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05280
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SECTION 4. PURPOSE. THE PURPOSES FOR WHICH THE ASSOCIATION IS FORMED ARE: A:TO MANAGE, MAINTAIN, CARE FOR, REPAIR, AND IMPROVE, AS NECESSARY, THE ROADS IN ALL PHASES OF THE STONEBRIDGE DEVELOPMENT LOCATED IN ASHE COUNTY, NORTH CAROLINA; B:TO MANAGE, INTERPRET AND ENFORCE, AS NECESSARY THE RESTRICTIVE COVENANTS, THAT APPLY TO PROPERTIES LOCATED IN THE STONEBRIDGE DEVELOPMENT; C:TO ESTABLISH, FIX, LEVY, ASSESS, COLLECT AND DISBURSE SUCH DUES, SPECIAL ASSESSMENTS AND/OR CHARGES AS MAY BE NECESSARY IN ORDER TO PERFORM THE PURPOSES THAT ARE SET FORTH ABOVE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0106587
IRS990/NetAssetsOrFundBalancesEOYAmt0205892
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02867
IRS990/OfficeExpensesGrp/TotalAmt02867
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1812
IRS990/OtherExpensesGrp/Desc0DEL FEE SPLIT
IRS990/OtherExpensesGrp/Desc1NSF EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0333
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt0333
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/OtherLiabilitiesGrp/BOYAmt089095
IRS990/OtherLiabilitiesGrp/EOYAmt090908
IRS990/OtherRevenueMiscGrp/Desc0CONSTRUCTION FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03000
IRS990/OtherRevenueTotalAmt03000
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK TRAVIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0HOMEOWNERS ASSESSMENT
IRS990/ProgramServiceRevenueGrp/Desc1SPECIAL ASSESSMENT
IRS990/ProgramServiceRevenueGrp/Desc2POOL KEY
IRS990/ProgramServiceRevenueGrp/Desc3LATE FEES
IRS990/ProgramServiceRevenueGrp/Desc4ARC REQUEST FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0241888
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1145194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4240
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0241888
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1145194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4240
IRS990/ProgSrvcAccomActyOtherGrp/Desc020,000 TOWARDS ASHE COUNTY RESCUE SQUAD, INC.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020000
IRS990/PYOtherExpensesAmt0227041
IRS990/PYProgramServiceRevenueAmt0220290
IRS990/PYRevenuesLessExpensesAmt0-26751
IRS990/PYTotalExpensesAmt0247041
IRS990/PYTotalRevenueAmt0220290
IRS990/ReconcilationRevenueExpnssAmt0101117
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0391522
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0106587
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0205892
IRS990/SavingsAndTempCashInvstGrp/BOYAmt089095
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090908
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt090908
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL RESERVES
IRS990ScheduleD/TotalLiabilityAmt090908
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION 4. PURPOSE. THE PURPOSES FOR WHICH THE ASSOCIATION IS FORMED ARE: A:TO MANAGE, MAINTAIN, CARE FOR, REPAIR, AND IMPROVE, AS NECESSARY, THE ROADS IN ALL PHASES OF THE STONEBRIDGE DEVELOPMENT LOCATED IN ASHE COUNTY, NORTH CAROLINA; B:TO MANAGE, INTERPRET AND ENFORCE, AS NECESSARY THE RESTRICTIVE COVENANTS, THAT APPLY TO PROPERTIES LOCATED IN THE STONEBRIDGE DEVELOPMENT; C:TO ESTABLISH, FIX, LEVY, ASSESS, COLLECT AND DISBURSE SUCH DUES, SPECIAL ASSESSMENTS AND/OR CHARGES AS MAY BE NECESSARY IN ORDER TO PERFORM THE PURPOSES THAT ARE SET FORTH ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt120,000 TOWARDS ASHE COUNTY RESCUE SQUAD, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED AND SIGNED BY OFFICER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON OUR WEBSITE AND THROUGH OUR MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROAD MAINT-ROUTINE BUDGETED 133,268 0 0 ROAD MAINT-ROADWAY SNOW REMOV 3,675 0 0 ROAD MAINT-BARRIER REPAIR 2,500 0 0 FIRE PROTECT-BRUSH REMOVAL 4,400 0 0 ROAD MAINT-STOM DAMAGE REPAIR 129,563 0 0 TOTAL 273,406 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INCREASE IN RESERVE FUND LIABILITY -1,812
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0195718
IRS990/TotalAssetsEOYAmt0297926
IRS990/TotalAssetsGrp/BOYAmt0195718
IRS990/TotalAssetsGrp/EOYAmt0297926
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022279
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0273406
IRS990/TotalFunctionalExpensesGrp/TotalAmt0295685
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089131
IRS990/TotalLiabilitiesEOYAmt092034
IRS990/TotalLiabilitiesGrp/BOYAmt089131
IRS990/TotalLiabilitiesGrp/EOYAmt092034
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0106587
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0205892
IRS990/TotalProgramServiceExpensesAmt0273406
IRS990/TotalProgramServiceRevenueAmt0388522
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0396802
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0396802
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0195718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297926
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTPS://WWW.STONEBRIDGETODD.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08282621571
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONEBRIDGE POA INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SUPERIOR ASSOCIATION MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0030528644
ReturnHeader/Filer/PhoneNum08282621571
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2427
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561929162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COFFEY LOVINS & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 NORTH CENTER STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286775255
ReturnHeader/PreparerPersonGrp/PhoneNum07048711477
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R ROSENTAL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T10:11:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.