Civic Intelligence

Ballena Bay Yacht Club

EIN 23-7072475 • 501(c)7 • Alameda, CA

Profile

BOATING SAFETY SKILLS

1150 Ballena Blvd Ste 151Alameda, CA 94501

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

0.3%

Faster asset growth than 50% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-6.8%

Faster revenue growth than 35% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$43,358

Up $117 (+0.3%) from 2023

Liabilities

Up

$10,869

Up $10,869 from 2023

Net Assets

Down

$32,489

Down $10,752 (-25%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin19th percentile

Revenue

Down

$80,339

Down $5,842 (-6.8%) from 2023

Expenses

Up

$91,091

Up $12,419 (+16%) from 2023

Net Income

Down

-$10,752

Down $18,261 (-243%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$60K$40K$20K$0Assets 2018: $0Net Assets 2018: $27,3032018Assets 2020: $11,281Liabilities 2020: $0Net Assets 2020: $11,2812020Assets 2021: $16,241Liabilities 2021: $0Net Assets 2021: $16,2412021Assets 2022: $35,732Liabilities 2022: $0Net Assets 2022: $35,7322022Assets 2023: $43,241Liabilities 2023: $0Net Assets 2023: $43,2412023Assets 2024: $43,358Liabilities 2024: $10,869Net Assets 2024: $32,4892024

Highlighted filing

2024

Assets$43,358
Liabilities$10,869
Net Assets$32,489
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $136,218Expenses 2018: $108,915Net Income 2018: $27,3032018Revenue 2020: $57,692Expenses 2020: $79,760Net Income 2020: -$22,0682020Revenue 2021: $103,951Expenses 2021: $87,710Net Income 2021: $16,2412021Revenue 2022: $96,951Expenses 2022: $95,219Net Income 2022: $1,7322022Revenue 2023: $86,181Expenses 2023: $78,672Net Income 2023: $7,5092023Revenue 2024: $80,339Expenses 2024: $91,091Net Income 2024: -$10,7522024

Highlighted filing

2024

Revenue$80,339
Expenses$91,091
Net Income-$10,752
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,358
Liabilities
$10,869
Net assets
$32,489
Revenue
$80,339
Expenses
$91,091
Net income
-$10,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.11$0.32$0.80$0.91$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.86$0.79$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.97$0.95$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.04$0.88$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.58$0.80$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.27$1.36$1.09$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$80,339
Mission and Program Overview

Mission

Increase the membership knowledge and skills relating to yachting and for social purposes in support of boating.

BOATING SAFETY SKILLS

Program Services

DescriptionGrantsExpenses
TO INCREASE THE MEMBERSHIP KNOWLEDGE AND SKILLS RELATING TO YACHTING SAFETY AND SOCIAL PURPOSES IN SUPPORT OF BOATING-$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL MUETZCommodore-$0--
CATHERINE LATRONICAVice CommodorePT$0--
THOMAS LATRONICATreasurerPT$0--
LYNN WOODFORDSocial Events Chair-$0--
KATHRYN REESPort CaptainPT$0--
RICH GOLDMANDirector-$0--
LINDA LYONS-JUSTUSDirector-$0--
JEFF GRAYDirector-$0--
SARAH HEDGESSecretary-$0--
CARLOS MILLERRear CommodorePT$0--
Filing and Contact Details

Filer

Filer Name
Ballena Bay Yacht Club
EIN
23-7072475
In Care Of
% KATHRYN REES
Phone
5309197866
Address
1150 BALLENA BLVD STE 151, ALAMEDA, CA 94501

Signing Officer

Name
Kathryn Rees
Title
Commodore
Phone
9253305315
Signed
2025-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Packey Law Corporation
Address
4364 Town Center Boulevard 216, El Dorado Hills, CA 95762
Preparer
Steven J Packey
Phone
9165641600
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAFE FIRE PROTECTION INC 316COMCAST 1,763ALCOHILIC BEVERAGE LICENSE 800CHASE 45CHUBB INSURANCE 11,488TRAVELERS INSURANCE 2,143ALAMEDA ISLAND BREWING 1,455TAQUERIA VIVA MEXICO 426SQUARE TEAM PLUS 660GOOGLE YOU TUBE 893REIMBURSEMENTS 5,247CA TAX AND FEE ADMIN 892GODADDY 4,133INTUIT QUICK BOOKS 954PAYPAL 656CA DEPT TAX 1,495”

Description of other assets Part II line 24

“Category Beginning of Year End of YearBAR EQUIPMENT 10,000 10,000BAR INVENTORY 1,000 1,000KITCHEN EQUIPMENT 20,000 20,000CLUB FURNITURE 3,000 3,000GOODWILL 5,206 5,206”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearACC DEPRECIATION 0 10,869”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS LATRONICA
IRS990EZ/BooksInCareOfDetail/PhoneNum05309197866
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01150 BALLENA BLVD 151
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04035
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04152
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10752
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043241
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043358
IRS990EZ/GrossReceiptsAmt080339
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt080339
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043241
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032489
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043241
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032489
IRS990EZ/OccupancyRentUtltsAndMaintAmt057725
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt923.00
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/CompensationAmt90
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/EmployeeBenefitProgramAmt90
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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL MUETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE LATRONICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS LATRONICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNN WOODFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHRYN REES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA LYONS-JUSTUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARAH HEDGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CARLOS MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMODORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE COMMODORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SOCIAL EVENTS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PORT CAPTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9REAR COMMODORE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039206
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039206
IRS990EZ/OtherExpensesTotalAmt033366
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BOATING SAFETY SKILLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO INCREASE THE MEMBERSHIP KNOWLEDGE AND SKILLS RELATING TO YACHTING SAFETY AND SOCIAL PURPOSES IN SUPPORT OF BOATING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010869
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091091
IRS990EZ/TotalRevenueAmt080339
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAFE FIRE PROTECTION INC 316COMCAST 1,763ALCOHILIC BEVERAGE LICENSE 800CHASE 45CHUBB INSURANCE 11,488TRAVELERS INSURANCE 2,143ALAMEDA ISLAND BREWING 1,455TAQUERIA VIVA MEXICO 426SQUARE TEAM PLUS 660GOOGLE YOU TUBE 893REIMBURSEMENTS 5,247CA TAX AND FEE ADMIN 892GODADDY 4,133INTUIT QUICK BOOKS 954PAYPAL 656CA DEPT TAX 1,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearBAR EQUIPMENT 10,000 10,000BAR INVENTORY 1,000 1,000KITCHEN EQUIPMENT 20,000 20,000CLUB FURNITURE 3,000 3,000GOODWILL 5,206 5,206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACC DEPRECIATION 0 10,869
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN REES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMODORE
ReturnHeader/BusinessOfficerGrp/PhoneNum09253305315
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALLENA BAY YACHT CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0237072475
ReturnHeader/Filer/InCareOfNm0% KATHRYN REES
ReturnHeader/Filer/PhoneNum05309197866
ReturnHeader/Filer/USAddress/AddressLine1Txt01150 BALLENA BLVD STE 151
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270732075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Packey Law Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04364 Town Center Boulevard 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum09165641600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J PACKEY
ReturnHeader/ReturnTs02025-08-15T14:17:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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