Civic Intelligence

Balboa Island Improvement Association

EIN 95-6085806 • 501(c)4 • Balboa Island, CA

Profile

Community Improvement Association

PO Box 64Balboa Island, CA 92662

www.balboa-island.org

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

17th percentile

-32%

Higher net margin than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-36%

Faster asset growth than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-17%

Faster revenue growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$111,526

Down $62,470 (-36%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$111,526

Down $62,470 (-36%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$196,784

Down $39,843 (-17%) from 2023

Expenses

Up

$259,254

Up $62,562 (+32%) from 2023

Net Income

Down

-$62,470

Down $102,405 (-256%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$200K$150K$100K$50K$0Assets 2009: $61,578Liabilities 2009: $02009Assets 2010: $32,506Liabilities 2010: $02010Assets 2011: $32,947Liabilities 2011: $0Net Assets 2011: $32,9472011Assets 2012: $33,694Liabilities 2012: $02012Assets 2013: $35,240Net Assets 2013: $35,2402013Assets 2014: $39,431Net Assets 2014: $39,4312014Assets 2015: $21,068Net Assets 2015: $21,0682015Assets 2016: $48,537Net Assets 2016: $48,5372016Assets 2017: $56,010Liabilities 2017: $02017Assets 2018: $73,953Liabilities 2018: $02018Assets 2019: $46,369Net Assets 2019: $46,3692019Assets 2020: $68,428Net Assets 2020: $68,4282020Assets 2021: $70,670Net Assets 2021: $70,6702021Assets 2022: $134,176Liabilities 2022: $0Net Assets 2022: $134,1762022Assets 2023: $173,996Liabilities 2023: $0Net Assets 2023: $173,9962023Assets 2024: $111,526Net Assets 2024: $111,5262024

Highlighted filing

2024

Assets$111,526
Liabilities-
Net Assets$111,526
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$300K$200K$100K$0-$100KRevenue 2009: $61,746Expenses 2009: $68,278Net Income 2009: -$6,5322009Revenue 2010: $78,707Expenses 2010: $107,779Net Income 2010: -$29,0722010Revenue 2011: $118,021Expenses 2011: $117,580Net Income 2011: $4412011Revenue 2012: $110,114Expenses 2012: $109,367Net Income 2012: $7472012Revenue 2013: $127,799Expenses 2013: $126,253Net Income 2013: $1,5462013Revenue 2014: $123,619Expenses 2014: $119,428Net Income 2014: $4,1912014Revenue 2015: $124,003Expenses 2015: $142,366Net Income 2015: -$18,3632015Revenue 2016: $176,062Expenses 2016: $148,593Net Income 2016: $27,4692016Revenue 2017: $146,501Expenses 2017: $147,114Net Income 2017: -$6132017Revenue 2018: $142,289Expenses 2018: $124,346Net Income 2018: $17,9432018Revenue 2019: $138,464Expenses 2019: $166,048Net Income 2019: -$27,5842019Revenue 2020: $119,846Expenses 2020: $97,787Net Income 2020: $22,0592020Revenue 2021: $116,134Expenses 2021: $113,892Net Income 2021: $2,2422021Revenue 2022: $245,077Expenses 2022: $181,571Net Income 2022: $63,5062022Revenue 2023: $236,627Expenses 2023: $196,692Net Income 2023: $39,9352023Revenue 2024: $196,784Expenses 2024: $259,254Net Income 2024: -$62,4702024

Highlighted filing

2024

Revenue$196,784
Expenses$259,254
Net Income-$62,470
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$111,526
Liabilities
-
Net assets
$111,526
Revenue
$196,784
Expenses
$259,254
Net income
-$62,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.97$2.59$0.62
2023Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$2.37$1.97$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$2.45$1.82$0.64
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.16$1.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.20$0.98$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.46$1.38$1.66$0.28
2018Summary only. Only limited summary data is available for this year.$0.74$0.00$1.42$1.24$0.18
2017Summary only. Only limited summary data is available for this year.$0.56$0.00$1.47$1.47$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$1.76$1.49$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.24$1.42$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.39$1.24$1.19$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.28$1.26$0.02
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$1.10$1.09$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$1.18$1.18$0.00
2010Summary only. Only limited summary data is available for this year.$0.33$0.00$0.79$1.08$0.29
2009Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.68$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.1
Gross Receipts
$196,784
Mission and Program Overview

Mission

Community Improvement Association

Program Services

DescriptionGrantsExpenses
IN 1918, THE BALBOA ISLAND IMPROVEMENT ASSOCIATION WAS STARTED (BIIA). THE BIIA WAS A STRONG MOTIVATING FORCE IN WORKING WITH THE CITY OF NEWPORT BEACH ON BULKHEAD REPAIR, FERRY SERVICE, A SEWER SYSTEM, WATER, GAS, ELECTRICITY, PAVED STREETS AND SIDEWALKS, AND STREET LIGHTING.BALBOA ISLAND IMPROVEMENT ASSOCIATION HOSTS SEVERAL ANNUAL CELEBRATIONS INCLUDING THE HOLIDAY BOAT PARADE, TREE LIGHTING, HOME TOURS, ISLAND PARADE AND AN ART WALK.-$259,254
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN ABBOTTPresidentPT$0--
LARRY KALLESTADMmbershipPT$0--
TERRY JANSSENVice PresidentPT$0--
SCOTT MEHLBERGERTreasurerPT$0--
SUE SIBLEYSecretary-$0--
ANNETTE GIERMANDirector-$0--
PENNY RODHEIMDirector-$0--
KRISTINE TAFTVice President-$0--
JOHN CECILDirector-$0--
GEORGIE FENTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Balboa Island Improvement Association
EIN
95-6085806
Phone
9496751773
Address
PO BOX 64, BALBOA ISLAND, CA 92662

Signing Officer

Name
Tom Neal
Title
Treasurer
Signed
2025-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Peter D Finch An Accountancy Corporation
Address
1601 Dove Street Suite 126, Newport Beach, CA 92660
Preparer
Peter D Finch
Phone
9492509025
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $9322”

Other Expenses.1012

“Insurance $3072”

Other Expenses.1

“CITY EVENTS $99900”

Other Expenses.3

“OTHER EXPENSES $35132”

Other Expenses.4

“BEAUTIFICATION $23751”

Other Expenses.5

“BRIDGE EXPENSES $19712”

Raw XML Appendix141 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/PersonNm0FINCH COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum09492509025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01601 DOVE STREET SUITE 126
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0173996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111526
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0194692
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-62470
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0173996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111526
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0196784
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02092
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0173996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111526
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0173996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111526
IRS990EZ/OccupancyRentUtltsAndMaintAmt07789
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/PersonNm0DAN ABBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY KALLESTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY JANSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT MEHLBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE SIBLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNETTE GIERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PENNY RODHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTINE TAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN CECIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GEORGIE FENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0190889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY IMPROVEMENT ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt052176
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 1918, THE BALBOA ISLAND IMPROVEMENT ASSOCIATION WAS STARTED (BIIA). THE BIIA WAS A STRONG MOTIVATING FORCE IN WORKING WITH THE CITY OF NEWPORT BEACH ON BULKHEAD REPAIR, FERRY SERVICE, A SEWER SYSTEM, WATER, GAS, ELECTRICITY, PAVED STREETS AND SIDEWALKS, AND STREET LIGHTING.BALBOA ISLAND IMPROVEMENT ASSOCIATION HOSTS SEVERAL ANNUAL CELEBRATIONS INCLUDING THE HOLIDAY BOAT PARADE, TREE LIGHTING, HOME TOURS, ISLAND PARADE AND AN ART WALK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0259254
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0259254
IRS990EZ/TotalProgramServiceExpensesAmt0259254
IRS990EZ/TotalRevenueAmt0196784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BALBOA-ISLAND.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $9322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CITY EVENTS $99900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER EXPENSES $35132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BEAUTIFICATION $23751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BRIDGE EXPENSES $19712
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM NEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALBOA ISLAND IMPROVEMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BALB
ReturnHeader/Filer/EIN0956085806
ReturnHeader/Filer/PhoneNum09496751773
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64
ReturnHeader/Filer/USAddress/CityNm0BALBOA ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092662
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953492663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter D Finch An Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 Dove Street Suite 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09492509025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER D FINCH
ReturnHeader/ReturnTs02025-05-27T10:36:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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