Civic Intelligence

Belleview Oaks Mutual Water Company

EIN 94-1655993 • 501(c)12 • Sonora, CA

Profile

To provide water supply to the belleview oaks subdivision in tuolumne county, california

945 Morning Star DrSonora, CA 95370

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.22x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)12 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

1.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)12 • $500k-$1M nonprofits • Source year 2024

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

501(c)12 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)12 • $500k-$1M nonprofits • Source year 2024

Asset Growth

82nd percentile

12%

Faster asset growth than 82% of similar nonprofits.

501(c)12 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

501(c)12 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$567,102

Up $62,483 (+12%) from 2023

Liabilities

Up

$125,251

Up $15,511 (+14%) from 2023

Net Assets

Up

$441,851

Up $46,972 (+12%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin86th percentile

Revenue

Up

$118,012

Up $7,504 (+6.8%) from 2023

Expenses

Up

$76,551

Up $2,449 (+3.3%) from 2023

Net Income

Up

$41,461

Up $5,055 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0Assets 2011: $326,601Liabilities 2011: $14,615Net Assets 2011: $311,9862011Assets 2012: $331,101Liabilities 2012: $16,680Net Assets 2012: $314,4212012Assets 2013: $381,214Liabilities 2013: $58,800Net Assets 2013: $322,4142013Assets 2014: $384,460Liabilities 2014: $58,450Net Assets 2014: $326,0102014Assets 2015: $386,303Liabilities 2015: $58,780Net Assets 2015: $327,5232015Assets 2016: $391,720Liabilities 2016: $58,596Net Assets 2016: $333,1242016Assets 2017: $381,948Liabilities 2017: $58,820Net Assets 2017: $323,1282017Assets 2018: $370,550Liabilities 2018: $58,895Net Assets 2018: $311,6552018Assets 2019: $386,635Liabilities 2019: $83,5952019Assets 2020: $405,522Liabilities 2020: $96,578Net Assets 2020: $308,9442020Assets 2021: $445,412Liabilities 2021: $107,900Net Assets 2021: $337,5122021Assets 2022: $469,403Liabilities 2022: $110,930Net Assets 2022: $358,4732022Assets 2023: $504,619Liabilities 2023: $109,740Net Assets 2023: $394,8792023Assets 2024: $567,102Liabilities 2024: $125,251Net Assets 2024: $441,8512024

Highlighted filing

2024

Assets$567,102
Liabilities$125,251
Net Assets$441,851
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $62,274Expenses 2011: $52,814Net Income 2011: $9,4602011Revenue 2012: $62,551Expenses 2012: $60,116Net Income 2012: $2,4352012Revenue 2013: $61,840Expenses 2013: $53,847Net Income 2013: $7,9932013Revenue 2014: $62,493Expenses 2014: $58,897Net Income 2014: $3,5962014Revenue 2015: $59,808Expenses 2015: $58,295Net Income 2015: $1,5132015Revenue 2016: $60,124Expenses 2016: $54,523Net Income 2016: $5,6012016Revenue 2017: $60,887Expenses 2017: $70,883Net Income 2017: -$9,9962017Revenue 2018: $60,534Expenses 2018: $72,007Net Income 2018: -$11,4732018Revenue 2019: $72,320Expenses 2019: $80,935Net Income 2019: -$8,6152019Revenue 2020: $85,872Expenses 2020: $79,968Net Income 2020: $5,9042020Revenue 2021: $97,629Expenses 2021: $69,061Net Income 2021: $28,5682021Revenue 2022: $108,845Expenses 2022: $87,884Net Income 2022: $20,9612022Revenue 2023: $110,508Expenses 2023: $74,102Net Income 2023: $36,4062023Revenue 2024: $118,012Expenses 2024: $76,551Net Income 2024: $41,4612024

Highlighted filing

2024

Revenue$118,012
Expenses$76,551
Net Income$41,461
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$567,102
Liabilities
$125,251
Net assets
$441,851
Revenue
$118,012
Expenses
$76,551
Net income
$41,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.67$1.25$4.42$1.18$0.77$0.41
2023Detailed filing. Detailed filing data is available for this year.$5.05$1.10$3.95$1.11$0.74$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.69$1.11$3.58$1.09$0.88$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.45$1.08$3.38$0.98$0.69$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.06$0.97$3.09$0.86$0.80$0.06
2019Summary only. Only limited summary data is available for this year.$3.87$0.84$0.72$0.81$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.59$3.12$0.61$0.72$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.82$0.59$3.23$0.61$0.71$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.59$3.33$0.60$0.55$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.59$3.28$0.60$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.84$0.58$3.26$0.62$0.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.59$3.22$0.62$0.54$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.17$3.14$0.63$0.60$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.15$3.12$0.62$0.53$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$118,012
Mission and Program Overview

Mission

To provide water supply to the belleview oaks subdivision in tuolumne county, california

To provide safe drinking water to it's members by operating and maintaining a domestic water system which includes the production, storage, and delivery of potable water for the residents of the belleview oaks subdivision in tuolumne county, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$137,420$176,768▲ $39,348
Savings and Temporary Cash Investments-$154,131-
Prepaid Expenses and Deferred Charges$108,954$122,572▲ $13,618
Cash and Non-Interest-Bearing Accounts$255,913$112,827▼ $143,086
Accounts Receivable$550$804▲ $254
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$510,130$567,102▲ $56,972
Other Assets Total$7,293$0▼ $7,293
Liabilities
Other Liabilities$109,680$125,251▲ $15,571
Accounts Payable and Accrued Expenses$60--
Total Liabilities$109,740$125,251▲ $15,511
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$400,390$441,851▲ $41,461
Total Net Assets Fund Balance$400,390$441,851▲ $41,461
Total Liabilities and Net Assets / Fund Balance$510,130$567,102▲ $56,972

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$174,562$301,226$475,788
Land$2,206-$2,206
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Adam BillietPresident & CEO
Ray LongewayVice President
Steve MeierMember at Large
Will SarkisianSecretary
Frank FonsecaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$109,924
Investment Income
$7,229
Other Revenue
$859
Change in Net Assets
$41,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,775
Salaries, Compensation, and Employee Benefits$14,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,544--$13,544
Depreciation Depletion$12,662--$12,662
Insurance$1,259$7,267-$8,526
Fees for Services Accounting-$7,825-$7,825
All Other Expenses$2,198--$2,198
Fees for Services Other$1,877--$1,877
Other Expenses$1,539--$1,539
Payroll Taxes$1,232--$1,232
Office Expenses-$168-$168
Total Functional Expenses$61,291$15,260$0$76,551
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prebilled Accounts Receivable$125,250
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Memberships, also referred to as shares, in the company shall be limited to the owner or owners of one lot or parcel or real property within that subdivision of land known as belleview oaks subdivision, county of tuolumne, state of california.all persons who become owners of lots or parcels of property shall be reason of such ownership, have a membership in this corporation. No members shall have or be entitled to more than one membership, even if such member owns more than one lot or parcel.”

Form 990, Part VI, Section B, Line 11B

“The board reviews the information return at the board's regular monthly meeting prior to approval and submission to the irs.”

Form 990, Part VI, Section C, Line 19

“All written policies, financials, and tax returns are available upon request.”

Filing and Contact Details

Filer

Filer Name
Belleview Oaks Mutual Water Company
EIN
94-1655993
Phone
2095361218
Address
945 MORNING STAR DR, SONORA, CA 95370

Signing Officer

Name
Adam Billiet
Title
President & CEO
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
162
Employees
1

Preparer

Firm
Wheeler & Egger Cpas Llp
Address
945 MORNING STAR DR, SONORA, CA 95370
Preparer
Kimberly a Egger CPA
Phone
2095361218
Raw XML Appendix350 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt060
IRS990/AccountsReceivableGrp/BOYAmt0550
IRS990/AccountsReceivableGrp/EOYAmt0804
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SAFE DRINKING WATER TO IT'S MEMBERS BY OPERATING AND MAINTAINING A DOMESTIC WATER SYSTEM WHICH INCLUDES THE PRODUCTION, STORAGE, AND DELIVERY OF POTABLE WATER FOR THE RESIDENTS OF THE BELLEVIEW OAKS SUBDIVISION IN TUOLUMNE COUNTY, CALIFORNIA.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02198
IRS990/AllOtherExpensesGrp/TotalAmt02198
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0WHEELER EGGER CPAS LLP
IRS990/BooksInCareOfDetail/PhoneNum02095361218
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0945 MORNING STAR DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0SONORA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095370
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0255913
IRS990/CashNonInterestBearingGrp/EOYAmt0112827
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07229
IRS990/CYOtherExpensesAmt061775
IRS990/CYOtherRevenueAmt0859
IRS990/CYProgramServiceRevenueAmt0109924
IRS990/CYRevenuesLessExpensesAmt041461
IRS990/CYSalariesCompEmpBnftPaidAmt014776
IRS990/CYTotalExpensesAmt076551
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118012
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012662
IRS990/DepreciationDepletionGrp/TotalAmt012662
IRS990/Desc0TO PROVIDE SAFE DRINKING WATER TO IT'S MEMBERS BY OPERATING AND MAINTAINING A DOMESTIC WATER SYSTEM WHICH INCLUDES THE PRODUCTION, STORAGE AND DELIVERY OF POTABLE WATER FOR THE RESIDENTS OF BELLEVIEW OAKS SUBDIVISION, TUOLUMNE COUNTY ,CALIFORNIA
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/ExpenseAmt061291
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07825
IRS990/FeesForServicesAccountingGrp/TotalAmt07825
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01877
IRS990/FeesForServicesOtherGrp/TotalAmt01877
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE MEIER
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK FONSECA
IRS990/Form990PartVIISectionAGrp/PersonNm2RAY LONGEWAY
IRS990/Form990PartVIISectionAGrp/PersonNm3WILL SARKISIAN
IRS990/Form990PartVIISectionAGrp/PersonNm4ADAM BILLIET
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4President & CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0118012
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0162
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt07267
IRS990/InsuranceGrp/ProgramServicesAmt01259
IRS990/InsuranceGrp/TotalAmt08526
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt07229
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07229
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0301226
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0137420
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0176768
IRS990/LandBldgEquipCostOrOtherBssAmt0477994
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersAndShrGrossIncomeAmt0109924
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE SAFE DRINKING WATER TO IT'S MEMBERS BY OPERATING AND MAINTAINING A DOMESTIC WATER SYSTEM WHICH INCLUDES THE PRODUCTION, STORAGE, AND DELIVERY OF POTABLE WATER FOR THE RESIDENTS OF THE BELLEVIEW OAKS SUBDIVISION IN TUOLUMNE COUNTY, CALIFORNIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0400390
IRS990/NetAssetsOrFundBalancesEOYAmt0441851
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0400390
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0441851
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0168
IRS990/OfficeExpensesGrp/TotalAmt0168
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07293
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINT
IRS990/OtherExpensesGrp/Desc2WATER TESTS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ProgramServicesAmt020512
IRS990/OtherExpensesGrp/ProgramServicesAmt13344
IRS990/OtherExpensesGrp/ProgramServicesAmt23124
IRS990/OtherExpensesGrp/ProgramServicesAmt31539
IRS990/OtherExpensesGrp/TotalAmt020512
IRS990/OtherExpensesGrp/TotalAmt13344
IRS990/OtherExpensesGrp/TotalAmt23124
IRS990/OtherExpensesGrp/TotalAmt31539
IRS990/OtherLiabilitiesGrp/BOYAmt0109680
IRS990/OtherLiabilitiesGrp/EOYAmt0125251
IRS990/OtherRevenueMiscGrp/BusinessCd0221000
IRS990/OtherRevenueMiscGrp/Desc0FTB REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0859
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0859
IRS990/OtherRevenueTotalAmt0859
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013544
IRS990/OtherSalariesAndWagesGrp/TotalAmt013544
IRS990/OtherSourcesGrossIncomeAmt08088
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01232
IRS990/PayrollTaxesGrp/TotalAmt01232
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0108954
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0122572
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ADAM BILLIET
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0109924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0109924
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01153
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt061512
IRS990/PYProgramServiceRevenueAmt0109355
IRS990/PYRevenuesLessExpensesAmt036406
IRS990/PYSalariesCompEmpBnftPaidAmt012590
IRS990/PYTotalExpensesAmt074102
IRS990/PYTotalRevenueAmt0110508
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt041461
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0109924
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154131
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt02206
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02206
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0174562
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0301226
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0475788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0125250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREBILLED ACCOUNTS RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0176768
IRS990ScheduleD/TotalLiabilityAmt0125251
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIPS, ALSO REFERRED TO AS SHARES, IN THE COMPANY SHALL BE LIMITED TO THE OWNER OR OWNERS OF ONE LOT OR PARCEL OR REAL PROPERTY WITHIN THAT SUBDIVISION OF LAND KNOWN AS BELLEVIEW OAKS SUBDIVISION, COUNTY OF TUOLUMNE, STATE OF CALIFORNIA.ALL PERSONS WHO BECOME OWNERS OF LOTS OR PARCELS OF PROPERTY SHALL BE REASON OF SUCH OWNERSHIP, HAVE A MEMBERSHIP IN THIS CORPORATION. NO MEMBERS SHALL HAVE OR BE ENTITLED TO MORE THAN ONE MEMBERSHIP, EVEN IF SUCH MEMBER OWNS MORE THAN ONE LOT OR PARCEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE INFORMATION RETURN AT THE BOARD'S REGULAR MONTHLY MEETING PRIOR TO APPROVAL AND SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL WRITTEN POLICIES, FINANCIALS, AND TAX RETURNS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0510130
IRS990/TotalAssetsEOYAmt0567102
IRS990/TotalAssetsGrp/BOYAmt0510130
IRS990/TotalAssetsGrp/EOYAmt0567102
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015260
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061291
IRS990/TotalFunctionalExpensesGrp/TotalAmt076551
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0109740
IRS990/TotalLiabilitiesEOYAmt0125251
IRS990/TotalLiabilitiesGrp/BOYAmt0109740
IRS990/TotalLiabilitiesGrp/EOYAmt0125251
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0400390
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0441851
IRS990/TotalProgramServiceExpensesAmt061291
IRS990/TotalProgramServiceRevenueAmt0109924
IRS990/TotalRevenueGrp/ExclusionAmt07229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110783
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0510130
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0567102
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0945 MORNING STAR DR
IRS990/USAddress/CityNm0SONORA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095370
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt0162
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM BILLIET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLEVIEW OAKS MUTUAL WATER COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0941655993
ReturnHeader/Filer/PhoneNum02095361218
ReturnHeader/Filer/USAddress/AddressLine1Txt0945 MORNING STAR DR
ReturnHeader/Filer/USAddress/CityNm0SONORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095370
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900673920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER & EGGER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0945 MORNING STAR DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095361218
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A EGGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-15T14:01:58-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.