Balboa Island Museum and Historical Society
Donations deductibleBalboa Island Museum and Historical Society's network
7 people6 organisationsi7 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI; we list 7 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Barbara Abbott | Director | 2023 | 3 yrs |
| Cynthia Shafer | Director | 2023 | 3 yrs |
| David Beek | Director | 2018 | 8 yrs |
| Dennis Bress | Director | 2023 | 3 yrs |
| Keith Curry | Director | 2023 | 3 yrs |
| Renee Pepys Lowe | Director | 2023 | 3 yrs |
| Sue Sibley | Director | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
9 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Bernadette Peterson | Treasurer | since 2021 |
| David Beek | Vice Chairman | since 2021 |
| Dennis Bress | Vice President | since 2021 |
| James Quandt | Vice President | since 2023 |
| JO Ellen Heck | Company secretary | since 2021 |
| John Conners | President | since 2023 |
| Lorraine Leavitt | Treasurer | since 2023 |
| Paula Castanon | President | since 2021 |
| Shirley Pepys | Past President | since 2021 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Barbara Abbott | Director | 0 | $0 | ||
| Dennis Bress | Director | 0 | $0 | ||
| David Beek | Director | 0 | $0 | ||
| Keith Curry | Director | 0 | $0 | ||
| Renee Pepys Lowe | Director | 0 | $0 | ||
| Cynthia Shafer | Director | 0 | $0 | ||
| Sue Sibley | Director | 0 | $0 | ||
| Paula Castanon | Past President | 0 | $0 | ||
| Jo Ellen Heck | Secretary | 0 | $0 | ||
| Shirley Pepys | Chairman | 0 | $0 | ||
| John Conners | President | 0 | $0 | ||
| James Quandt | Vice President | 0 | $0 | ||
| Lorraine Leavitt | Treasurer | 0 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Balboa Island Museum and Historical Society
- EIN
- 330880998
- Address
- 210 Marine Ave Ste B, Balboa Island, CA, 92662-1275
- State
- California
- Mission
- To collect, prreserve and promote the culture and history of balboa island, newport beach and orange county. (as filed on the Form 990)
- Activity (NTEE)
- A54 Arts, culture and humanities
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Arts, Culture & Humanities
- Size band
- 5 (IRS master file code)
- Formed
- 2000
- IRS ruling date
- 1 March 2000
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
- Principal officer
- Ed Trainor (Form 990-N, tax year 2012)
Most connected
Longest observed on the filings
≥8years on the filingsDavid Beek
≥8years on the filingsSue Sibley
≥3years on the filingsBarbara Abbott
≥3years on the filingsCynthia Shafer
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $503k
- Total liabilities
- $559k
- Net assets or fund balances
- Minus $56k
- Contributions and grants received
- $314k
- Program service revenue
- $0
- Employees
- 6
- Volunteers
- 10