STONEBRIDGE POA INC C/O SUPERIOR ASSOCIATION MANAGEMENT (EIN 030528644) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

DAN HEFNER

Phone

8282621571

Tax Period

2023-07-01 to 2024-06-30

STONEBRIDGE POA INC C/O SUPERIOR ASSOCIATION MANAGEMENT, founded in 2003, is a small nonprofit in the Housing & Shelter sector that reported $220K in total revenue in fiscal year 2023. Expenses of $247K exceeded revenue, resulting in a 12% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $220,290

Investment Income $0

Other Revenue $0

TOTAL REVENUE $220,290

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,523

Other Expenses $227,041

TOTAL EXPENSES $247,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$220,290	$230,484	0.0%
Expenses	$247,041	$149,430	+0.7%
Net Income	$-26,751	$81,054	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN HEFNER	PRESIDENT	2.00	Officer	$0	$0	$0
RHONDA CAMPBELL	TREASURER	2.00	Officer	$0	$0	$0
HARRY TUETING	DIRECTOR	2.00	Director	$0	$0	$0
LEE JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT EDWARDS	SIGNATURE OF	2.00	Officer	$0	$0	$0
PAM GARNER	DIRECTOR	2.00	Director	$0	$0	$0
MALLORY OATES	SECRETARY	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$220,290	$247,041	$195,718	$-26,751
2023	$230,484	$149,430	$221,256	$81,054
2022	$231,091	$205,213	$139,434	$25,878

STONEBRIDGE POA INC C/O SUPERIOR ASSOCIATION MANAGEMENT