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Balboa Island Improvement Association

  • Balboa Island, CA
  • Tax-exempt since March 1961
  • EIN: 95-6085806

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$197k (2024)

Expenses
$259k (2024)

Total Assets
$112k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2009 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$196,784
Expenses
$259,254
Net Income
-$62,470
Net Assets
$111,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $194,692
98.9%
Program Services $0
Investment Income $2,092
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $111,526
Total Liabilities $0
Net Assets $111,526
Compensation
Key Employees and Officers Compensation Other
Dan Abbott (President) $0 $0
Larry Kallestad (Mmbership) $0 $0
Terry Janssen (Vice President) $0 $0
Scott Mehlberger (Treasurer) $0 $0
Sue Sibley (Secretary) $0 $0
Annette Gierman (Director) $0 $0
Penny Rodheim (Director) $0 $0
Kristine Taft (Vice President) $0 $0
John Cecil (Director) $0 $0
Georgie Fenton (Director) $0 $0
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Document Links

990-EZ
Filed on May 27, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,627
Expenses
$196,692
Net Income
$39,935
Net Assets
$173,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $236,627
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $173,996
Total Liabilities $0
Net Assets $173,996
Compensation
Key Employees and Officers Compensation Related Other
Larry Kallestad (Mmbership) $0 $0 $0
Sue Sibley (Secretary) $0 $0 $0
Annette Gierman (Director) $0 $0 $0
Penny Rodheim (Director) $0 $0 $0
Kristine Taft (Director) $0 $0 $0
Cathy Saari (Director) $0 $0 $0
Dea Burton (Director) $0 $0 $0
Dan Abbott (President) $0 $0 $0
Terry Janssen (Vice President) $0 $0 $0
Scott Mehlberger (Treasurer) $0 $0 $0
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Document Links

990
Filed on June 20, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$245,077
Expenses
$181,571
Net Income
$63,506
Net Assets
$134,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $245,077
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,176
Total Liabilities $0
Net Assets $134,176
Compensation
Key Employees and Officers Compensation Related Other
Terry Janssen (Vice President) $0 $0 $0
Larry Kallestad (Membership) $0 $0 $0
Cathy Saari (Treasurer) $0 $0 $0
Sue Sibley (Secretary) $0 $0 $0
Annette Gierman (Director) $0 $0 $0
Dea Burton (Director) $0 $0 $0
Dan Abbott (Director) $0 $0 $0
Penny Rodheim (Director) $0 $0 $0
Kristine Taft (Director) $0 $0 $0
Sue Seibel (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 17, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$116,134
Expenses
$113,892
Net Income
$2,242
Net Assets
$70,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,943
95.5%
Program Services $0
Investment Income $0
Net Fundraising $5,191
4.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $70,670
Total Liabilities $0
Net Assets $70,670
Compensation
Key Employees and Officers Compensation Other
Terry Janssen (Vice President) $0 $0
Larry Kallestad (Membership) $0 $0
Cathy Saari (Treasurer) $0 $0
Sue Sibley (Secretary) $0 $0
Annette Gierman (Director) $0 $0
Dea Burton (Director) $0 $0
Dan Abbott (Director) $0 $0
Penny Rodheim (Director) $0 $0
Kristine Taft (Director) $0 $0
Sue Seibel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 30, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,846
Expenses
$97,787
Net Income
$22,059
Net Assets
$68,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $113,501
94.7%
Program Services $0
Investment Income $0
Net Fundraising $6,345
5.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,428
Total Liabilities $0
Net Assets $68,428
Compensation
Key Employees and Officers Compensation Other
Terry Janssen (Vice President) $0 $0
Larry Kallestad (Membership) $0 $0
Cathy Saari (Treasurer) $0 $0
Sue Sibley (Secretary) $0 $0
Annette Gierman (Director) $0 $0
Dea Burton (Director) $0 $0
Dan Abbott (Director) $0 $0
Penny Rodheim (Director) $0 $0
Kristine Taft (Director) $0 $0
Sue Seibel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 8, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,464
Expenses
$166,048
Net Income
-$27,584
Net Assets
$46,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $123,502
89.2%
Program Services $0
Investment Income $0
Net Fundraising $14,962
10.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $46,369
Total Liabilities $0
Net Assets $46,369
Compensation
Key Employees and Officers Compensation Other
Terry Janssen (Vice President) $0 $0
Larry Kallestad (Membership) $0 $0
Cathy Saari (Treasurer) $0 $0
Sue Sibley (Secretary) $0 $0
Annette Gierman (Director) $0 $0
Dea Burton (Director) $0 $0
Dan Abbott (Director) $0 $0
Penny Rodheim (Director) $0 $0
Kristine Taft (Director) $0 $0
Sue Seibel (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 27, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$142,289
Expenses
$124,346
Net Income
$17,943
Net Assets
$73,953
Notable Sources of Revenue Percent of Total Revenue
Contributions $118,824
83.5%
Program Services $0
Investment Income $0
Net Fundraising $19,026
13.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,439
3.1%
Assets/Debt
Total Assets $73,953
Total Liabilities $0
Net Assets $73,953

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$146,501
Expenses
$147,114
Net Income
-$613
Net Assets
$56,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $128,055
87.4%
Program Services $0
Investment Income $0
Net Fundraising $9,828
6.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,618
5.9%
Assets/Debt
Total Assets $56,010
Total Liabilities $0
Net Assets $56,010

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$176,062
Expenses
$148,593
Net Income
$27,469
Net Assets
$48,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,183
75.1%
Program Services $0
Investment Income $0
Net Fundraising $38,943
22.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,936
2.8%
Assets/Debt
Total Assets $48,537
Total Liabilities $0
Net Assets $48,537
Compensation
Key Employees and Officers Compensation Other
Lee Pearl (President) $0 $0
Kristine Taft (Vice President) $0 $0
Mary Pat Earl (Treasurer) $0 $0
Tanner Hill (Director) $0 $0
Tom Popplewell (Director) $0 $0
Ryan Gunderson (Director) $0 $0
Jack Callahan (Vice President) $0 $0
Tom Houston (Director) $0 $0
Josh Yokam (Director) $0 $0
Terry Janssen (President) $0 $0
Kristin Currey (Secretary) $0 $0
Ken Yonkers (Director) $0 $0
Vicki Frank (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 8, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$124,003
Expenses
$142,366
Net Income
-$18,363
Net Assets
$21,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,779
74.8%
Program Services $0
Investment Income $0
Net Fundraising $23,194
18.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,030
6.5%
Assets/Debt
Total Assets $21,068
Total Liabilities $0
Net Assets $21,068
Compensation
Key Employees and Officers Compensation Other
Lee Pearl (President) $0 $0
Kristine Taft (Vice President) $0 $0
Mary Pat Earl (Treasurer) $0 $0
Tanner Hill (Director) $0 $0
Tom Popplewell (Director) $0 $0
Ryan Gunderson (Director) $0 $0
Jack Callahan (Vice President) $0 $0
Tom Houston (Director) $0 $0
Josh Yokam (Director) $0 $0
Kristin Currey (Secretary) $0 $0
Ken Yonkers (Director) $0 $0
Vicki Frank (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 11, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$123,619
Expenses
$119,428
Net Income
$4,191
Net Assets
$39,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $93,871
75.9%
Program Services $0
Investment Income $0
Net Fundraising $22,673
18.3%
Sales of Assets $0
Net Inventory Sales -$1,554
Other Revenue $8,629
7.0%
Assets/Debt
Total Assets $39,431
Total Liabilities $0
Net Assets $39,431
Compensation
Key Employees and Officers Compensation Other
Jeff Herdman (President) $0 $0
Terry Janssen (Vice President) $0 $0
Sue Sibley (Secretary) $0 $0
Scott Sibley (Treasurer) $0 $0
Ryan Gunderson (Director) $0 $0
Jack Callahan (Director) $0 $0
Tom Houston (Director) $0 $0
Bill Longfield (Director) $0 $0
Sue Olson (Director) $0 $0
Kristine Taft (Director) $0 $0
Ken Yonkers (Director) $0 $0
Vicki Frank (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$127,799
Expenses
$126,253
Net Income
$1,546
Net Assets
$35,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,727
13.1%
Program Services $0
Investment Income $0
Net Fundraising $20,859
16.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,717
8.4%
Assets/Debt
Total Assets $35,240
Total Liabilities $0
Net Assets $35,240
Compensation
Key Employees and Officers Compensation Other
Jeff Herdman (President) $0 $0
Terry Janssen (Vice President) $0 $0
Sue Sibley (Secretary) $0 $0
Joel Holmberg (Treasurer) $0 $0
Jack Callahan (Director) $0 $0
Ryan Gunderson (Director) $0 $0
Scott Sibley (Director) $0 $0
Tom Houston (Director) $0 $0
Bill Longfield (Director) $0 $0
Sue Olson (Director) $0 $0
Kristine Taft (Director) $0 $0
Ken Yonkers (Director) $0 $0
Vicki Frank (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 12, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$110,114
Expenses
$109,367
Net Income
$747
Net Assets
$33,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,071
13.7%
Program Services $0
Investment Income $0
Net Fundraising $28,929
26.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,908
2.6%
Assets/Debt
Total Assets $33,694
Total Liabilities $0
Net Assets $33,694

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$118,021
Expenses
$117,580
Net Income
$441
Net Assets
$32,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,600
10.7%
Program Services $0
Investment Income $30
0.0%
Net Fundraising $27,711
23.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,642
5.6%
Assets/Debt
Total Assets $32,947
Total Liabilities $0
Net Assets $32,947

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,707
Expenses
$107,779
Net Income
-$29,072
Net Assets
$32,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,948
7.6%
Program Services $0
Investment Income $78
0.1%
Net Fundraising $10,236
13.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $32,506
Total Liabilities $0
Net Assets $32,506

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$61,746
Expenses
$68,278
Net Income
-$6,532
Net Assets
$61,578
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,786
14.2%
Program Services $0
Investment Income $2,037
3.3%
Net Fundraising -$10,474
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,578
Total Liabilities $0
Net Assets $61,578

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

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