Nonprofit · EIN 33-0880998
BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY
Tax-exempt · NEWPORT BEACH, CA 92662
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $530,177 | $744,048 | -$213,871 | $503,210 | $559,124 | -$55,914 |
| June 30, 2024 | 990 | $935,984 | $718,450 | $217,534 | $734,972 | $576,814 | $158,158 |
| June 30, 2023 | 990 | $430,900 | $608,801 | -$177,901 | $538,244 | $597,620 | -$59,376 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $313,781
- of which government grants
- $10,000
- Program service revenue
- $0
- Investment income
- $13,062
- Net income from fundraising events
- $47,960
- Net income from sales of inventory
- $154,684
- Other revenue
- $203,334
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $233,162
- Salaries, compensation and benefits (total)
- $254,367
- Professional fundraising fees
- $0
- Legal fees
- $1,517
- Accounting fees
- $9,448
- Occupancy
- $239,847
- Program services (functional)
- $377,532
- Management and general (functional)
- $366,516
Balance sheet and other
- Total assets, start of year
- $734,972
- Total assets, end of year
- $503,210
- Total liabilities, end of year
- $559,124
- Net assets, end of year
- -$55,914
- Land, buildings and equipment
- $148,496
- Net assets without donor restrictions
- -$55,914
- Gross receipts
- $774,225
- Employees
- 6
- Volunteers
- 10
- Year formed
- 2000
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA ABBOTT | Director Trustee or director | 0 | $0 |
| DENNIS BRESS | Director Trustee or director | 0 | $0 |
| DAVID BEEK | Director Trustee or director | 0 | $0 |
| KEITH CURRY | Director Trustee or director | 0 | $0 |
| RENEE PEPYS LOWE | Director Trustee or director | 0 | $0 |
| CYNTHIA SHAFER | Director Trustee or director | 0 | $0 |
| SUE SIBLEY | Director Trustee or director | 0 | $0 |
| PAULA CASTANON | Past President Officer | 0 | $0 |
| JO ELLEN HECK | Secretary Officer | 0 | $0 |
| SHIRLEY PEPYS | Chairman Officer | 0 | $0 |
| JOHN CONNERS | President Officer | 0 | $0 |
| JAMES QUANDT | Vice President Officer | 0 | $0 |
| LORRAINE LEAVITT | Treasurer Officer | 0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA ABBOTT | Director Trustee or director | 0 | $0 |
| DENNIS BRESS | Director Trustee or director | 0 | $0 |
| DAVID BEEK | Director Trustee or director | 0 | $0 |
| KEITH CURRY | Director Trustee or director | 0 | $0 |
| RENEE PEPYS LOWE | Director Trustee or director | 0 | $0 |
| CYNTHIA SHAFER | Director Trustee or director | 0 | $0 |
| SUE SIBLEY | Director Trustee or director | 0 | $0 |
| PAULA CASTANON | Past President Officer | 0 | $0 |
| JO ELLEN HECK | Secretary Officer | 0 | $0 |
| SHIRLEY PEPYS | Chairman Officer | 0 | $0 |
| JOHN CONNERS | President Officer | 0 | $0 |
| JAMES QUANDT | Vice President Officer | 0 | $0 |
| LORRAINE LEAVITT | Treasurer Officer | 0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA ABBOTT | Director Trustee or director | 0 | $0 |
| DENNIS BRESS | Director Trustee or director | 0 | $0 |
| DAVID BEEK | Director Trustee or director | 0 | $0 |
| BRUCE COOK | Director Trustee or director | 0 | $0 |
| KEITH CURRY | Director Trustee or director | 0 | $0 |
| RENEE PEPYS LOWE | Director Trustee or director | 0 | $0 |
| DAVE ROBINS | Director Trustee or director | 0 | $0 |
| CYNTHIA SHAFER | Director Trustee or director | 0 | $0 |
| SUE SIBLEY | Director Trustee or director | 0 | $0 |
| PAULA CASTANON | Past President Officer | 0 | $0 |
| JO ELLEN HECK | Secretary Officer | 0 | $0 |
| SHIRLEY PEPYS | Chairman Officer | 0 | $0 |
| JOHN CONNERS | President Officer | 0 | $0 |
| JAMES QUANDT | Vice President Officer | 0 | $0 |
| LORRAINE LEAVITT | Treasurer Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 210 MARINE AVE STE B, NEWPORT BEACH, CA 92662-1275
- In care of
- % JUSTIN ZABILSKI
- Mailing address (990-N for 2012)
- PO Box 147, Balboa Island CA 92662
- Principal officer (990-N for 2012)
- Ed Trainor, PO Box 147, Balboa Island CA 92662
- Signed the 990
- JOHN CONNERS, President
- Phone
- (949) 675-3952
- Website
- www.balboaislandmuseum.org
- Return prepared by
- Accurate Bookkeeping & Tax Service Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0880998 or by the name BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO COLLECT, PRRESERVE AND PROMOTE THE CULTURE AND HISTORY OF BALBOA ISLAND, NEWPORT BEACH AND ORANGE COUNTY.
Program accomplishments
- STORE LOCATION TO SHARE HISTORY OF BALBOA ISLANDExpenses $258,661
- PUBLISHED NEWSLETTERS CONTAINING HISTORICAL ARTICLES ON MUSEUM ACTIVITIE THAT WERE DISTRIBUTED TO DONORS, LOCAL RESIDENTS AND OTHER INSTERESTED PARTIES BY MAIL, EMAIL AND DOOR-TO-DOOR DELIVERY.Expenses $100,996
- HOSTED SPEAKER EVENTS THAT COVERED TOPICS OF HISTORICAL SIGNIFICANCE FOR MEMBERS OF THE COMMUNITY. EVENTS HAD OVER 100 ATTENDEES.Expenses $17,875
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0880998
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A54)
- Assets (IRS master file)
- $503,210
- Income (IRS master file)
- $774,225
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $530,177 | $744,048 | $503,210 | IRS |
| 990 | June 2024 | $935,984 | $718,450 | $734,972 | XML |
| 990 | June 2023 | $430,900 | $608,801 | $538,244 | XML |
| 990 | June 2022 | $464,524 | $531,673 | $733,498 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Ed Trainor | June 30, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0880998).
Questions about BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY
- What is the EIN of BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY?
- The employer identification number (EIN) of BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY is 33-0880998.
- Is BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY?
- The 990-N for 2012 names Ed Trainor.
- Who are the officers and directors of BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $530,177, expenses of $744,048 and total assets of $503,210 at year end.
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All nonprofits in NEWPORT BEACH · California · Arts, culture and humanities