Civic Intelligence

Loma Serena Improvement Association

EIN 94-2169645 • 501(c)7 • Los Gatos, CA

Profile

To engage as a social organization for real property described as: "Lots 1 to 85 inclusive as shown on that certain map entitled 'Loma Serena, Tract No. 3393' which map was filed for record in the office of the County Recorder of the County of Santa Clara on the 30th day of June 1964, in book 181 of maps at page 42 to which said map and the said record thereof reference is hereby made."

PO Box 1814Los Gatos, CA 95031

n/A

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.8%

Faster asset growth than 63% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

1.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,150

Up $4,104 (+5.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$75,150

Up $4,104 (+5.8%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$148,008

Up $1,462 (+1.0%) from 2024

Expenses

Down

$143,904

Down $865 (-0.6%) from 2024

Net Income

Up

$4,104

Up $2,327 (+131%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$150K$100K$50K$0Assets 2011: $68,335Liabilities 2011: $02011Assets 2012: $18,278Liabilities 2012: $02012Assets 2013: $7,002Liabilities 2013: $02013Assets 2014: $13,980Liabilities 2014: $02014Assets 2015: $10,993Net Assets 2015: $10,9932015Assets 2016: $22,367Net Assets 2016: $22,3672016Assets 2017: $17,923Net Assets 2017: $17,9232017Assets 2018: $33,920Net Assets 2018: $33,9202018Assets 2019: $40,045Net Assets 2019: $40,0452019Assets 2020: $61,909Net Assets 2020: $61,9092020Assets 2021: $76,796Net Assets 2021: $76,7962021Assets 2022: $108,503Net Assets 2022: $108,5032022Assets 2023: $69,269Net Assets 2023: $69,2692023Assets 2024: $71,046Net Assets 2024: $71,0462024Assets 2025: $75,150Net Assets 2025: $75,1502025

Highlighted filing

2025

Assets$75,150
Liabilities-
Net Assets$75,150
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$100K$0-$100KRevenue 2011: $102,753Expenses 2011: $121,747Net Income 2011: -$18,9942011Revenue 2012: $85,985Expenses 2012: $111,042Net Income 2012: -$25,0572012Revenue 2013: $88,017Expenses 2013: $99,293Net Income 2013: -$11,2762013Revenue 2014: $100,500Expenses 2014: $93,522Net Income 2014: $6,9782014Revenue 2015: $97,800Expenses 2015: $100,787Net Income 2015: -$2,9872015Revenue 2016: $104,500Expenses 2016: $99,320Net Income 2016: $5,1802016Revenue 2017: $96,500Expenses 2017: $100,692Net Income 2017: -$4,1922017Revenue 2018: $105,600Expenses 2018: $89,603Net Income 2018: $15,9972018Revenue 2019: $114,801Expenses 2019: $108,676Net Income 2019: $6,1252019Revenue 2020: $127,402Expenses 2020: $105,538Net Income 2020: $21,8642020Revenue 2021: $136,703Expenses 2021: $121,816Net Income 2021: $14,8872021Revenue 2022: $130,653Expenses 2022: $98,946Net Income 2022: $31,7072022Revenue 2023: $143,107Expenses 2023: $182,341Net Income 2023: -$39,2342023Revenue 2024: $146,546Expenses 2024: $144,769Net Income 2024: $1,7772024Revenue 2025: $148,008Expenses 2025: $143,904Net Income 2025: $4,1042025

Highlighted filing

2025

Revenue$148,008
Expenses$143,904
Net Income$4,104
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,150
Liabilities
-
Net assets
$75,150
Revenue
$148,008
Expenses
$143,904
Net income
$4,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.48$1.44$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.47$1.45$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.43$1.82$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.31$0.99$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.37$1.22$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.27$1.06$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.15$1.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.06$0.90$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.97$1.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$1.05$0.99$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.98$1.01$0.03
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$1.01$0.94$0.07
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.88$0.99$0.11
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.86$1.11$0.25
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$1.03$1.22$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$148,008
Mission and Program Overview

Mission

To engage as a social organization for real property described as: "Lots 1 to 85 inclusive as shown on that certain map entitled 'Loma Serena, Tract No. 3393' which map was filed for record in the office of the County Recorder of the County of Santa Clara on the 30th day of June 1964, in book 181 of maps at page 42 to which said map and the said record thereof reference is hereby made."

Program Services

DescriptionGrantsExpenses
COLLECTED MEMBERSHIP DUES AND ASSESSMENTS TO MAINTAIN AND IMPROVE THE COMMON GROUNDS AND FENCE OF LOMA SERENA-$143,904
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric MonsefPresident-$0--
Laura EvansTreasurer-$0--
Mike WoodVice President-$0--
Mark BankeVice President-$0--
Paula EngelgauSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Loma Serena Improvement Association
EIN
94-2169645
Address
PO Box 1814, Los Gatos, CA 95031

Signing Officer

Name
Kamal Ardeshna
Title
Treasurer
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Eric S Childs CPA
Address
236 North Santa Cruz Avenue Suite 2, Los Gatos, CA 95030
Preparer
Eric S Childs CPA
Phone
4083952777
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $1743”

Other Expenses.1012

“Insurance $9424”

Other Expenses.1

“REPLACEMENTS $128778”

Other Expenses.2

“PROPERTY TAXES $2584”

Raw XML Appendix117 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/PersonNm0Laura Evans
IRS990EZ/BooksInCareOfDetail/PhoneNum04083956282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1814
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Gatos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0950311814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071046
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04104
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01175
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071046
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075150
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0148008
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0148002
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071046
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071046
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eric Monsef
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laura Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mark Banke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Paula Engelgau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0142529
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To engage as a social organization for real property described as: "Lots 1 to 85 inclusive as shown on that certain map entitled 'Loma Serena, Tract No. 3393' which map was filed for record in the office of the County Recorder of the County of Santa Clara on the 30th day of June 1964, in book 181 of maps at page 42 to which said map and the said record thereof reference is hereby made."
IRS990EZ/PrintingPublicationsPostageAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTED MEMBERSHIP DUES AND ASSESSMENTS TO MAINTAIN AND IMPROVE THE COMMON GROUNDS AND FENCE OF LOMA SERENA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0143904
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0143904
IRS990EZ/TotalProgramServiceExpensesAmt0143904
IRS990EZ/TotalRevenueAmt0148008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $1743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $9424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPLACEMENTS $128778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROPERTY TAXES $2584
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kamal Ardeshna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Loma Serena Improvement Association
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0942169645
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1814
ReturnHeader/Filer/USAddress/CityNm0Los Gatos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770442791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eric S Childs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0236 North Santa Cruz Avenue Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Gatos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095030
ReturnHeader/PreparerPersonGrp/PhoneNum04083952777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric S Childs CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-05T14:57:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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