Civic Intelligence

Property Owners Association Of

EIN 58-1603422 • 501(c)4 • Chapel Hill, NC

Profile

HOMEOWNERS ASSOCIATION

Pobox 16304Chapel Hill, NC 27516-6304

www.sspoa.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-14%

Higher net margin than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-2.5%

Faster asset growth than 46% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

5.3%

Faster revenue growth than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$334,943

Down $8,514 (-2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$334,943

Down $8,514 (-2.5%) from 2021

Operations
Liabilities / Revenue60th percentileNet Margin26th percentile

Revenue

Up

$60,431

Up $3,063 (+5.3%) from 2021

Expenses

Up

$68,945

Up $16,226 (+31%) from 2021

Net Income

Down

-$8,514

Down $13,163 (-283%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2014: $416,596Liabilities 2014: $0Net Assets 2014: $416,5962014Assets 2015: $388,839Liabilities 2015: $0Net Assets 2015: $388,8392015Assets 2017: $362,699Liabilities 2017: $0Net Assets 2017: $362,6992017Assets 2018: $338,701Liabilities 2018: $0Net Assets 2018: $338,7012018Assets 2020: $338,808Liabilities 2020: $0Net Assets 2020: $338,8082020Assets 2021: $343,457Liabilities 2021: $0Net Assets 2021: $343,4572021Assets 2022: $334,943Liabilities 2022: $0Net Assets 2022: $334,9432022

Highlighted filing

2022

Assets$334,943
Liabilities$0
Net Assets$334,943
Open 2022 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2014: $59,196Expenses 2014: $64,947Net Income 2014: -$5,7512014Revenue 2015: $55,903Expenses 2015: $83,660Net Income 2015: -$27,7572015Revenue 2017: $50,594Expenses 2017: $71,396Net Income 2017: -$20,8022017Revenue 2018: $50,900Expenses 2018: $74,898Net Income 2018: -$23,9982018Revenue 2020: $47,793Expenses 2020: $54,748Net Income 2020: -$6,9552020Revenue 2021: $57,368Expenses 2021: $52,719Net Income 2021: $4,6492021Revenue 2022: $60,431Expenses 2022: $68,945Net Income 2022: -$8,5142022

Highlighted filing

2022

Revenue$60,431
Expenses$68,945
Net Income-$8,514
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,943
Liabilities
$0
Net assets
$334,943
Revenue
$60,431
Expenses
$68,945
Net income
-$8,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.60$0.69$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.57$0.53$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.48$0.55$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.51$0.75$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.51$0.71$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.56$0.84$0.28
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.59$0.65$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$60,431
Mission and Program Overview

Mission

HOMEOWNERS ASSOCIATION

Program Services

DescriptionGrantsExpenses
PROVIDE FOR MAINTENANCE OF COMMON AREAS OF PROPERTY. FACILITATE COMMUNICATION AMONG PROPERTY OWNERS VIA USE OF NEWSLETTER. PROVIDE RECREATIONAL ASSETS FOR PROPERTY OWNERS.$0$59,856
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM HOKEVice President-$0--
BROOKS LUTTERLOHTreasurer-$0--
CAROLYN VALAHUSecretary-$0--
RICHARD MCLAUGHLINPresident-$0--
WARREN KIBBEPast President-$0--
RAIGEN PADAYACHEEDirector-$0--
SCOTT BRANDESDirector-$0--
TOM LINDENDirector-$0--
JULIE SHERMAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Property Owners Association of
EIN
58-1603422
Phone
9199680811
Address
POBOX 16304, CHAPEL HILL, NC 27516-6304

Signing Officer

Name
Brooks Lutterloh
Title
Treasurer
Phone
9199680811
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Coleman Huntoon & Brown Pllc
Address
PO BOX 4320, CHAPEL HILL, NC 27515-4320
Preparer
David L Huntoon
Phone
9199684911
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 741. Total to form 990-ez, line 14: 63,105.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 17,930. Description: other expenses. Amount: 45,175.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expense. Amount: 412. Description: welcome gift expense. Amount: 268. Description: dues collection. Amount: 1,931. Total to form 990-ez, line 16: 2,611.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 156,952. End of year amount: 186,752.”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID HUNTOON
IRS990EZ/BooksInCareOfDetail/PhoneNum09199684911
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 EUROPA DRIVE SUITE 445
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0115030
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078631
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8514
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03229
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0343457
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0334943
IRS990EZ/GrossReceiptsAmt060431
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0741
IRS990EZ/LandAndBuildingsGrp/BOYAmt071475
IRS990EZ/LandAndBuildingsGrp/EOYAmt069560
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt059690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0343457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0334943
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0343457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0334943
IRS990EZ/OccupancyRentUtltsAndMaintAmt063105
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM HOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BROOKS LUTTERLOH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLYN VALAHU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD MCLAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WARREN KIBBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAIGEN PADAYACHEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT BRANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TOM LINDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JULIE SHERMAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0156952
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0186752
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02611
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FOR MAINTENANCE OF COMMON AREAS OF PROPERTY. FACILITATE COMMUNICATION AMONG PROPERTY OWNERS VIA USE OF NEWSLETTER. PROVIDE RECREATIONAL ASSETS FOR PROPERTY OWNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059856
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt068945
IRS990EZ/TotalProgramServiceExpensesAmt059856
IRS990EZ/TotalRevenueAmt060431
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SSPOA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 741. TOTAL TO FORM 990-EZ, LINE 14: 63,105.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 17,930. DESCRIPTION: OTHER EXPENSES. AMOUNT: 45,175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 412. DESCRIPTION: WELCOME GIFT EXPENSE. AMOUNT: 268. DESCRIPTION: DUES COLLECTION. AMOUNT: 1,931. TOTAL TO FORM 990-EZ, LINE 16: 2,611.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 156,952. END OF YEAR AMOUNT: 186,752.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKS LUTTERLOH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09199680811
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROPERTY OWNERS ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STONERIDGE & SEDGEFIELD INC
ReturnHeader/Filer/BusinessNameControlTxt0PROP
ReturnHeader/Filer/EIN0581603422
ReturnHeader/Filer/PhoneNum09199680811
ReturnHeader/Filer/USAddress/AddressLine1Txt0POBOX 16304
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0275166304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561422914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLEMAN HUNTOON & BROWN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275154320
ReturnHeader/PreparerPersonGrp/PhoneNum09199684911
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L HUNTOON
ReturnHeader/ReturnTs02023-11-07T15:53:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BROOKS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUTTERLOH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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