Civic Intelligence

Boulevard Heights Mutual Water Company

EIN 68-0125269 • 501(c)12 • Petaluma, CA

Profile

To provide & maintain a water system for its members.

1465 N McDowell Blvd 120Petaluma, CA 94954

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.62x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)12 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

2.91x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)12 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

1.5%

Higher net margin than 45% of similar nonprofits.

501(c)12 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

501(c)12 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

13%

Faster asset growth than 81% of similar nonprofits.

501(c)12 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

4.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)12 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$238,500

Up $27,768 (+13%) from 2023

Liabilities

Up

$148,140

Up $27,004 (+22%) from 2023

Net Assets

Up

$90,360

Up $764 (+0.9%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin45th percentile

Revenue

Up

$50,821

Up $2,093 (+4.3%) from 2023

Expenses

Up

$50,057

Up $4,861 (+11%) from 2023

Net Income

Down

$764

Down $2,768 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$300K$200K$100K$0Assets 2011: $146,877Liabilities 2011: $1,5822011Assets 2012: $152,327Liabilities 2012: $1,3672012Assets 2013: $157,296Liabilities 2013: $2,5982013Assets 2014: $178,022Liabilities 2014: $2,957Net Assets 2014: $175,0652014Assets 2015: $172,346Liabilities 2015: $2,585Net Assets 2015: $169,7612015Assets 2016: $189,801Liabilities 2016: $4,034Net Assets 2016: $185,7672016Assets 2017: $213,372Liabilities 2017: $2,881Net Assets 2017: $210,4912017Assets 2018: $260,179Liabilities 2018: $1,981Net Assets 2018: $258,1982018Assets 2019: $248,414Liabilities 2019: $165,847Net Assets 2019: $82,5672019Assets 2020: $160,799Liabilities 2020: $73,821Net Assets 2020: $86,9782020Assets 2021: $180,460Liabilities 2021: $91,125Net Assets 2021: $89,3352021Assets 2022: $189,447Liabilities 2022: $103,383Net Assets 2022: $86,0642022Assets 2023: $210,732Liabilities 2023: $121,136Net Assets 2023: $89,5962023Assets 2024: $238,500Liabilities 2024: $148,140Net Assets 2024: $90,3602024

Highlighted filing

2024

Assets$238,500
Liabilities$148,140
Net Assets$90,360
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $54,466Expenses 2011: $38,981Net Income 2011: $15,4852011Revenue 2012: $54,342Expenses 2012: $48,677Net Income 2012: $5,6652012Revenue 2013: $61,223Expenses 2013: $57,485Net Income 2013: $3,7382013Revenue 2014: $65,089Expenses 2014: $44,722Net Income 2014: $20,3672014Revenue 2015: $65,018Expenses 2015: $70,322Net Income 2015: -$5,3042015Revenue 2016: $66,278Expenses 2016: $50,272Net Income 2016: $16,0062016Revenue 2017: $73,315Expenses 2017: $48,591Net Income 2017: $24,7242017Revenue 2018: $82,678Expenses 2018: $34,971Net Income 2018: $47,7072018Revenue 2019: $82,540Expenses 2019: $87,168Net Income 2019: -$4,6282019Revenue 2020: $418,946Expenses 2020: $414,535Net Income 2020: $4,4112020Revenue 2021: $44,149Expenses 2021: $41,792Net Income 2021: $2,3572021Revenue 2022: $56,257Expenses 2022: $59,528Net Income 2022: -$3,2712022Revenue 2023: $48,728Expenses 2023: $45,196Net Income 2023: $3,5322023Revenue 2024: $50,821Expenses 2024: $50,057Net Income 2024: $7642024

Highlighted filing

2024

Revenue$50,821
Expenses$50,057
Net Income$764
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$238,500
Liabilities
$148,140
Net assets
$90,360
Revenue
$50,821
Expenses
$50,057
Net income
$764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$1.48$0.90$0.51$0.50$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.11$1.21$0.90$0.49$0.45$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.89$1.03$0.86$0.56$0.60$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.91$0.89$0.44$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.74$0.87$4.19$4.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.48$1.66$0.83$0.83$0.87$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.58$0.83$0.35$0.48
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.03$2.10$0.73$0.49$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.04$1.86$0.66$0.50$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.03$1.70$0.65$0.70$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.03$1.75$0.65$0.45$0.20
2013Summary only. Only limited summary data is available for this year.$1.57$0.03$0.61$0.57$0.04
2012Summary only. Only limited summary data is available for this year.$1.52$0.01$0.54$0.49$0.06
2011Summary only. Only limited summary data is available for this year.$1.47$0.02$0.54$0.39$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Gross Receipts
$50,821
Mission and Program Overview

Mission

To provide & maintain a water system for its members.

Program Services

DescriptionGrantsExpenses
To provide & maintain a water system for its members.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy KelleyTreasurer-$0--
Eric OttSecretary/VP-$0--
Henry PtasinskiPresident-$0--
Filing and Contact Details

Filer

Filer Name
Boulevard Heights Mutual Water Company
EIN
68-0125269
Phone
7072850600
Address
1465 N McDowell Blvd 120, Petaluma, CA 94954

Signing Officer

Name
Wendy Kelley
Title
Treasurer
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Capitani & Company CPAs
Address
1400 N Dutton Ave 18, Santa Rosa, CA 95401
Preparer
Joseph M Capitani CPA
Phone
7075442256
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Utilities $22890”

Other Expenses.2

“Administrative $14049”

Other Expenses.3

“Major repairs & replacements $4419”

Other Expenses.4

“Insurance $4177”

Other Expenses.5

“Depreciation $3196”

Other Expenses.6

“Maintenance & repairs $675”

Other Expenses.7

“Fees $601”

Other Expenses.8

“CA Franchise Tax $50”

Other Assets.1003

“Machinery and Equipment - Beginning $39125 Machinery and Equipment - Ending $35929”

Other Assets.1005

“Accounts Receivable - Beginning $460 Accounts Receivable - Ending $1099”

Other Assets.3

“Due from operating fund - Beginning $92 Due from operating fund - Ending $30”

Other Assets.4

“Prepaid Expenses - Beginning $601 Prepaid Expenses - Ending $677”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1741 Accounts Payable and Accrued Expenses - Ending $2539”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Total Liabilities.2

“Assessments received in advance - Beginning $2512 Assessments received in advance - Ending $3384”

Total Liabilities.3

“- Beginning $0 - Ending $0”

Total Liabilities.4

“- Beginning $0 - Ending $0”

Raw XML Appendix134 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Steward Property Services Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum07072850600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01465 N McDowell Blvd Ste 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Petaluma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094954
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0170454
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0200765
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0764
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0210732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0238500
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt050821
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01825
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt048996
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089596
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090360
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089596
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wendy Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eric Ott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Henry Ptasinski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt040278
IRS990EZ/OtherAssetsTotalDetail/EOYAmt037735
IRS990EZ/OtherExpensesTotalAmt050057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide & maintain a water system for its members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide & maintain a water system for its members.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0121136
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0148140
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050057
IRS990EZ/TotalRevenueAmt050821
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Utilities $22890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative $14049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Major repairs & replacements $4419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $4177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $3196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Maintenance & repairs $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fees $601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CA Franchise Tax $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Machinery and Equipment - Beginning $39125 Machinery and Equipment - Ending $35929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $460 Accounts Receivable - Ending $1099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Due from operating fund - Beginning $92 Due from operating fund - Ending $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses - Beginning $601 Prepaid Expenses - Ending $677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $1741 Accounts Payable and Accrued Expenses - Ending $2539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Assessments received in advance - Beginning $2512 Assessments received in advance - Ending $3384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Kelley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Boulevard Heights Mutual Water Company
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Steward Property Services Inc
ReturnHeader/Filer/BusinessNameControlTxt0BOUL
ReturnHeader/Filer/EIN0680125269
ReturnHeader/Filer/PhoneNum07072850600
ReturnHeader/Filer/USAddress/AddressLine1Txt01465 N McDowell Blvd 120
ReturnHeader/Filer/USAddress/CityNm0Petaluma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094954
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942625939
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capitani & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 N Dutton Ave 18
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095401
ReturnHeader/PreparerPersonGrp/PhoneNum07075442256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph M Capitani CPA
ReturnHeader/ReturnTs02025-04-10T15:14:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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