Civic Intelligence

Loma Serena Improvement Association

990EZ • Fiscal year 2017 • EIN 94-2169645

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 03, 2017

Organization ProfileN/A
PO Box 35634Monte Sereno, CA 95030

(408) 395-6282

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

27th percentile

-4.3%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-20%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-7.7%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,923

Down $4,444 (-20%) from 2016

Net Assets

Down

$17,923

Down $4,444 (-20%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$96,500

Down $8,000 (-7.7%) from 2016

Expenses

Up

$100,692

Up $1,372 (+1.4%) from 2016

Net Income

Down

-$4,192

Down $9,372 (-181%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$17,923
Liabilities-
Net Assets$17,923
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$96,500
Expenses$100,692
Net Income-$4,192
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 3, 2017
Return Version
2016v3.0
Gross Receipts
$96,500
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$99,710-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick MartigPresident-$0--
Laura EvansTreasurer-$0--
Kelly BloughVice President-$0--
Paula EngelgauSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Loma Serena Improvement Association
EIN
94-2169645
Address
PO Box 35634, Monte Sereno, CA 95030

Signing Officer

Name
Laura Evans
Title
Treasurer
Signed
2017-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Eric S Childs CPA
Address
250 North Santa Cruz Avenue, Los Gatos, CA 95030-7228
Preparer
Eric S Childs CPA
Phone
4083952777
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $131”

Other Expenses.1012

“Insurance $10251”

Other Expenses.1

“Repairs and replacements $86705”

Other Expenses.2

“PROPERTY TAXES $2755”

Raw XML Appendix106 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 35634
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monte Sereno
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022115
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017923
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4192
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022115
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017923
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt096500
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt096500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022115
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017923
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022115
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017923
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rick Martig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laura Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Blough
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paula Engelgau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt099842
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTED MEMBERSHIP DUES AND ASSESSMENTS TO MAINTAIN AND IMPROVE THE COMMON GROUNDS AND FENCE OF LOMA SERENA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt099710
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100692
IRS990EZ/TotalProgramServiceExpensesAmt099710
IRS990EZ/TotalRevenueAmt096500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $10251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPAIRS AND REPLACEMENTS $86705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROPERTY TAXES $2755
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Evans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Loma Serena Improvement Association
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0942169645
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 35634
ReturnHeader/Filer/USAddress/CityNm0Monte Sereno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eric S Childs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 North Santa Cruz Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Gatos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950307228
ReturnHeader/PreparerPersonGrp/PhoneNum04083952777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric S Childs CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-05T14:19:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,923
Liabilities
-
Net assets
$17,923
Revenue
$96,500
Expenses
$100,692
Net income
-$4,192
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