Civic Intelligence

Property Owners Association of Stoneridge and Sedgefield Inc

990EZ • Fiscal year 2016 • EIN 58-1603422

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 11, 2017

Organization ProfileWWW.SSPOA.ORG
PO Box 16304Chapel Hill, NC 27516

(919) 968-0811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-9.4%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

1.3%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$383,501

Down $5,338 (-1.4%) from 2015

Net Assets

Down

$383,501

Down $5,338 (-1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Up

$56,643

Up $740 (+1.3%) from 2015

Expenses

Down

$61,981

Down $21,679 (-26%) from 2015

Net Income

Up

-$5,338

Up $22,419 (+81%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2014: $416,596Liabilities 2014: $0Net Assets 2014: $416,5962014Assets 2015: $388,839Liabilities 2015: $0Net Assets 2015: $388,8392015Assets 2016: $383,501Liabilities 2016: $0Net Assets 2016: $383,5012016Assets 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

2016

Assets$383,501
Liabilities$0
Net Assets$383,501
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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 2016: $56,643Expenses 2016: $61,981Net Income 2016: -$5,3382016Revenue 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

2016

Revenue$56,643
Expenses$61,981
Net Income-$5,338
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$56,643
Mission and Program Overview

Mission

HOMEOWNERS ASSOCIATION

Program Services

DescriptionGrantsExpenses
PROVIDE FOR MAINTENANCE OF COMMON AREAS OF PROPERTY. FACILITATED COMMUNICATION AMONG PROPERTY OWNERS VIA USE OF NEWSLETTER. PROVIDE RECREATIONAL ASSETS FOR PROPERTY OWNERS.$0$61,256
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB MCCLANAHANPresidentPT$0--
JOHN TOMAROVice-President-$0--
DAVID HUNTOONCo-Treasurer-$0--
PATRICK CURRANCo-Treasurer-$0--
RUNBIN DONGSecretary-$0--
BARBARA LEVINEDirector-$0--
BARRY ELKDirector-$0--
TOM HAZENDirector-$0--
TOM LINDENDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Kent Fawcett
Title
Treasurer
Phone
9199680811
Signed
2017-11-11
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: 579.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 22,512. Description: other expenses. Amount: 37,277. Total to form 990-ez, line 14: 59,789.”

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

“Description: office expense. Amount: 941. Description: bank charges. Amount: 60. Total to form 990-ez, line 16: 1,001.”

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

“Description: other depreciable assets. Beg. Of year amount: 126,505. End of year amount: 105,293.”

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/BusinessNameLine1Txt0KENT FAWCETT
IRS990EZ/BooksInCareOfDetail/PhoneNum09199680811
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 FIELDSTONE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0206692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0223866
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5338
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0388839
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0383501
IRS990EZ/GrossReceiptsAmt056643
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0579
IRS990EZ/LandAndBuildingsGrp/BOYAmt055642
IRS990EZ/LandAndBuildingsGrp/EOYAmt054342
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt050193
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0388839
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0383501
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0388839
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0383501
IRS990EZ/OccupancyRentUtltsAndMaintAmt059789
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
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/PersonNm0BOB MCCLANAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN TOMARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID HUNTOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK CURRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RUNBIN DONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA LEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARRY ELK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TOM HAZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TOM LINDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0126505
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0105293
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01001
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNERS ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0466
IRS990EZ/ProgramServiceRevenueAmt05871
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FOR MAINTENANCE OF COMMON AREAS OF PROPERTY. FACILITATED COMMUNICATION AMONG PROPERTY OWNERS VIA USE OF NEWSLETTER. PROVIDE RECREATIONAL ASSETS FOR PROPERTY OWNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061256
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061981
IRS990EZ/TotalProgramServiceExpensesAmt061256
IRS990EZ/TotalRevenueAmt056643
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SSPOA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 22,512. DESCRIPTION: OTHER EXPENSES. AMOUNT: 37,277. TOTAL TO FORM 990-EZ, LINE 14: 59,789.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 941. DESCRIPTION: BANK CHARGES. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 1,001.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 126,505. END OF YEAR AMOUNT: 105,293.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT FAWCETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09199680811
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
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/AddressLine1Txt0PO BOX 16304
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027516
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0814148EB60C828B39C5344AEE1D034D933A0F12A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0814148EB60C828B39C5344AEE1D034D933A0F12A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.215.131.134
ReturnHeader/FilingSecurityInformation/IPDt02017-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:26:21
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/PreparerPersonNm0DAVID L HUNTOON
ReturnHeader/ReturnTs02017-11-15T07:51:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,501
Liabilities
$0
Net assets
$383,501
Revenue
$56,643
Expenses
$61,981
Net income
-$5,338
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
2016Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.57$0.62$0.05
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