Nonprofit · EIN 94-0302570
BALBOA TERRACE HOMES ASSOCIATION
Tax-exempt · WALNUT CREEK, CA 94595
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $107,298 | $108,812 | -$1,514 | $328,175 | $301,951 | $26,224 |
| December 31, 2024 | 990-EZ | $114,604 | $127,743 | -$13,139 | $248,802 | $221,064 | $27,738 |
| December 31, 2023 | 990-EZ | $116,273 | $83,522 | $32,751 | $213,480 | $166,883 | $46,597 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $95,368
- Investment income
- $7,031
- Other revenue
- $4,899
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $8,673
- Other expenses
- $100,139
- Program services (functional)
- $53,747
Balance sheet and other
- Total assets, start of year
- $248,802
- Total assets, end of year
- $328,175
- Total liabilities, end of year
- $301,951
- Net assets, end of year
- $26,224
- Cash, savings and investments
- $324,851
- Gross receipts
- $107,298
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Hill | President | 2 | $0 |
| Honoria Sarmento | Vice President | 2 | $0 |
| Bill Thomen | Director | 2 | $0 |
| Daniel Connolly | Director | 2 | $0 |
| Michael Schlemmer | Director | 2 | $0 |
| Karin Hu | Director | 2 | $0 |
| Mary Jung | Treasurer | 2 | $0 |
| Lee Jackrel | Director | 2 | $0 |
| Mee Mee Kiong | Director | 2 | $0 |
| Andje Medina | Director | 2 | $0 |
| Robert Mann | Director | 2 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Hill | President | 2 | $0 |
| Honoria Sarmento | Vice President | 2 | $0 |
| Bill Thomen | Director | 2 | $0 |
| Daniel Connolly | Director | 2 | $0 |
| Michael Schlemmer | Director | 2 | $0 |
| J Keith Gilless | Director | 2 | $0 |
| Mary Jung | Treasurer | 2 | $0 |
| Lee Jackrel | Director | 2 | $0 |
| Mee Mee Kiong | Director | 2 | $0 |
| Andje Medina | Director | 2 | $0 |
| Robert Mann | Director | 2 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Hill | President | 2 | $0 |
| Honoria Sarmento | Vice President | 2 | $0 |
| Bill Thomen | Treasurer | 2 | $0 |
| Gregangelo Herrera | Secretary | 2 | $0 |
| Michael Schlemmer | Director | 2 | $0 |
| J Keith Gilless | Director | 2 | $0 |
| Gerald Bernstein | Director | 2 | $0 |
| Lee Jackrel | Director | 2 | $0 |
| Dao Jensen | Director | 2 | $0 |
| Amy Loehrer | Director | 2 | $0 |
| Robert Mann | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1661 TICE VALLEY BLVD STE 200, WALNUT CREEK, CA 94595-1648
- In care of
- % BAY AREA PROPERTY SERVICES
- Mailing address (990-N for 2012)
- PO BOX 27642, San Francisco CA 941270642
- Principal officer (990-N for 2012)
- Roger Ritter, 1901 Monterey Ave, San Francisco CA 94127
- Signed the 990-EZ
- Mary Jung, Treasurer
- Phone
- (800) 610-0757
- Website
- balboaterrace.org
- Return prepared by
- Levy Erlanger Advisors LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-0302570 or by the name BALBOA TERRACE HOMES ASSOCIATION.
- 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
The organization is responsible to maintain, repair and replace the common area property of a 288 unit community association
Program accomplishments
- The organization is responsible to maintain, repair and replace the common area property of a 288 unit community associationExpenses $53,747
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-0302570
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $328,175
- Income (IRS master file)
- $107,298
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $107,298 | $108,812 | $328,175 | XML |
| 990-EZ | December 2024 | $114,604 | $127,743 | $248,802 | XML |
| 990-EZ | December 2023 | $116,273 | $83,522 | $213,480 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Roger Ritter | February 28, 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 94-0302570).
Questions about BALBOA TERRACE HOMES ASSOCIATION
- What is the EIN of BALBOA TERRACE HOMES ASSOCIATION?
- The employer identification number (EIN) of BALBOA TERRACE HOMES ASSOCIATION is 94-0302570.
- Is BALBOA TERRACE HOMES ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1958.
- Are donations to BALBOA TERRACE HOMES ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BALBOA TERRACE HOMES ASSOCIATION 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 TERRACE HOMES ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALBOA TERRACE HOMES ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of BALBOA TERRACE HOMES ASSOCIATION?
- The 990-N for 2012 names Roger Ritter.
- Who are the officers and directors of BALBOA TERRACE HOMES ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does BALBOA TERRACE HOMES ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $107,298, expenses of $108,812 and total assets of $328,175 at year end.
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