Civic Intelligence

Balboa Peninsula Point Association

EIN 95-2394602 • 501(c)4 • Balboa, CA

Profile

The balboa peninsula point association was incorporated as a non-profit organization in july 1949, for the purpose of representation in community affairs, providing recreational facilities, social gatherings, and generally promoting the well-being of point residents and property owners. Members benefitted during the year: 436.

PO Box 826Balboa, CA 92661

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

32nd percentile

-8.1%

Higher net margin than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-4.5%

Faster asset growth than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

66%

Faster revenue growth than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$126,661

Down $5,977 (-4.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$126,661

Down $5,977 (-4.5%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$73,642

Up $29,214 (+66%) from 2024

Expenses

Up

$79,619

Up $30,101 (+61%) from 2024

Net Income

Down

-$5,977

Down $887 (-17%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2011: $53,477Liabilities 2011: $02011Assets 2012: $45,294Liabilities 2012: $02012Assets 2013: $72,187Liabilities 2013: $02013Assets 2014: $88,564Liabilities 2014: $02014Assets 2015: $95,992Liabilities 2015: $02015Assets 2016: $94,953Liabilities 2016: $02016Assets 2017: $101,057Liabilities 2017: $02017Assets 2018: $103,408Liabilities 2018: $02018Assets 2019: $114,716Liabilities 2019: $02019Assets 2020: $112,559Net Assets 2020: $112,5592020Assets 2021: $131,802Net Assets 2021: $131,8022021Assets 2022: $129,854Net Assets 2022: $143,9942022Assets 2023: $137,728Net Assets 2023: $137,7282023Assets 2024: $132,638Net Assets 2024: $132,6382024Assets 2025: $126,661Net Assets 2025: $126,6612025

Highlighted filing

2025

Assets$126,661
Liabilities-
Net Assets$126,661
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2011: $37,888Expenses 2011: $20,995Net Income 2011: $16,8932011Revenue 2012: $35,398Expenses 2012: $43,581Net Income 2012: -$8,1832012Revenue 2013: $67,442Expenses 2013: $40,549Net Income 2013: $26,8932013Revenue 2014: $61,217Expenses 2014: $44,840Net Income 2014: $16,3772014Revenue 2015: $54,141Expenses 2015: $46,713Net Income 2015: $7,4282015Revenue 2016: $38,998Expenses 2016: $40,037Net Income 2016: -$1,0392016Revenue 2017: $41,520Expenses 2017: $35,416Net Income 2017: $6,1042017Revenue 2018: $35,343Expenses 2018: $32,992Net Income 2018: $2,3512018Revenue 2019: $40,260Expenses 2019: $28,952Net Income 2019: $11,3082019Revenue 2020: $49,619Expenses 2020: $51,776Net Income 2020: -$2,1572020Revenue 2021: $50,929Expenses 2021: $31,686Net Income 2021: $19,2432021Revenue 2022: $54,581Expenses 2022: $42,389Net Income 2022: $12,1922022Revenue 2023: $26,384Expenses 2023: $32,650Net Income 2023: -$6,2662023Revenue 2024: $44,428Expenses 2024: $49,518Net Income 2024: -$5,0902024Revenue 2025: $73,642Expenses 2025: $79,619Net Income 2025: -$5,9772025

Highlighted filing

2025

Revenue$73,642
Expenses$79,619
Net Income-$5,977
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,661
Liabilities
-
Net assets
$126,661
Revenue
$73,642
Expenses
$79,619
Net income
-$5,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.74$0.80$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.44$0.50$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.26$0.33$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.30$1.44$0.55$0.42$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.51$0.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.50$0.52$0.02
2019Summary only. Only limited summary data is available for this year.$1.15$0.00$0.40$0.29$0.11
2018Summary only. Only limited summary data is available for this year.$1.03$0.00$0.35$0.33$0.02
2017Summary only. Only limited summary data is available for this year.$1.01$0.00$0.42$0.35$0.06
2016Summary only. Only limited summary data is available for this year.$0.95$0.00$0.39$0.40$0.01
2015Summary only. Only limited summary data is available for this year.$0.96$0.00$0.54$0.47$0.07
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.61$0.45$0.16
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.67$0.41$0.27
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.35$0.44$0.08
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.38$0.21$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$97,342
Mission and Program Overview

Mission

The balboa peninsula point association was incorporated as a non-profit organization in july 1949, for the purpose of representation in community affairs, providing recreational facilities, social gatherings, and generally promoting the well-being of point residents and property owners. Members benefitted during the year: 375.

Program Services

DescriptionGrantsExpenses
THE BALBOA PENINSULA POINT ASSOCIATION WAS INCORPORATED AS A NON-PROFIT ORGANIZATION IN JULY 1949, FOR THE PURPOSE OF REPRESENTATION IN COMMUNITY AFFAIRS, PROVIDING RECREATIONAL FACILITIES, SOCIAL GATHERINGS, AND GENERALLY PROMOTING THE WELL-BEING OF POINT RESIDENTS AND PROPERTY OWNERS. MEMBERS BENEFITTED DURING THE YEAR: 375.-$330
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY CALLAGHANVice President-$0--
LORI-ANN CHRISTIESecretary-$0--
VIC LEBRUNTreasurer-$0--
JAMIE MATHISRUDPresident-$0--
Filing and Contact Details

Filer

Filer Name
Balboa Peninsula Point Association
EIN
95-2394602
Address
PO BOX 826, BALBOA, CA 92661

Signing Officer

Name
Vic Lebrun
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company CPAs
Address
4910 Campus Drive, Newport Beach, CA 92660
Preparer
Jeff Mcnerney
Phone
9497241880
Supplemental Narrative

Additional Explanations

Other Revenue.1

“BEACH RENTALS $1500”

Other Expenses.1009

“Depreciation $8330”

Other Expenses.1

“CFBPP OUT $27765”

Other Expenses.2

“Repairs & maintenance $13787”

Other Expenses.3

“INSURANCE $10611”

Other Expenses.4

“GARDENING $8727”

Other Expenses.6

“Utilities & occupancy $1664”

Other Expenses.7

“SUPPLIES $330”

Other Expenses.8

“TAXES $42”

Other Assets.1004

“Miscellaneous - Beginning $63708 Miscellaneous - Ending $61580”

Raw XML Appendix127 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/PersonNm0CRAIG CALIGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07144697445
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 826
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALBOA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926610826
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068930
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5977
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01860
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0126661
IRS990EZ/FundraisingGrossIncomeAmt07598
IRS990EZ/GrossReceiptsAmt097342
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt088244
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132638
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0126661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0126661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY CALLAGHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI-ANN CHRISTIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIC LEBRUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE MATHISRUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt063708
IRS990EZ/OtherAssetsTotalDetail/EOYAmt061580
IRS990EZ/OtherExpensesTotalAmt071256
IRS990EZ/OtherRevenueTotalAmt01500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE BALBOA PENINSULA POINT ASSOCIATION WAS INCORPORATED AS A NON-PROFIT ORGANIZATION IN JULY 1949, FOR THE PURPOSE OF REPRESENTATION IN COMMUNITY AFFAIRS, PROVIDING RECREATIONAL FACILITIES, SOCIAL GATHERINGS, AND GENERALLY PROMOTING THE WELL-BEING OF POINT RESIDENTS AND PROPERTY OWNERS. MEMBERS BENEFITTED DURING THE YEAR: 375.
IRS990EZ/PrintingPublicationsPostageAmt06503
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE BALBOA PENINSULA POINT ASSOCIATION WAS INCORPORATED AS A NON-PROFIT ORGANIZATION IN JULY 1949, FOR THE PURPOSE OF REPRESENTATION IN COMMUNITY AFFAIRS, PROVIDING RECREATIONAL FACILITIES, SOCIAL GATHERINGS, AND GENERALLY PROMOTING THE WELL-BEING OF POINT RESIDENTS AND PROPERTY OWNERS. MEMBERS BENEFITTED DURING THE YEAR: 375.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0330
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt023700
IRS990EZ/SpecialEventsNetIncomeLossAmt0-16102
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079619
IRS990EZ/TotalProgramServiceExpensesAmt0330
IRS990EZ/TotalRevenueAmt073642
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BEACH RENTALS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $8330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CFBPP OUT $27765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS & MAINTENANCE $13787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE $10611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GARDENING $8727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UTILITIES & OCCUPANCY $1664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous - Beginning $63708 Miscellaneous - Ending $61580
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1004
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIC LEBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALBOA PENINSULA POINT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BALB
ReturnHeader/Filer/EIN0952394602
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 826
ReturnHeader/Filer/USAddress/CityNm0BALBOA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092661
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330541034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haynie & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04910 Campus Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497241880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF MCNERNEY
ReturnHeader/ReturnTs02025-11-11T14:16:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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