Civic Intelligence

Loma Serena Improvement Association

990EZ • Fiscal year 2021 • EIN 94-2169645

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 23, 2022

Organization ProfileN/A
PO Box 1814Los Gatos, CA 95031

(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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

7.3%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$76,796

Up $14,887 (+24%) from 2020

Net Assets

Up

$76,796

Up $14,887 (+24%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$136,703

Up $9,301 (+7.3%) from 2020

Expenses

Up

$121,816

Up $16,278 (+15%) from 2020

Net Income

Down

$14,887

Down $6,977 (-32%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2021

Assets$76,796
Liabilities-
Net Assets$76,796
Open 2021 Filing

Operations Trend

Revenue Growth52nd 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

2021

Revenue$136,703
Expenses$121,816
Net Income$14,887
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 23, 2022
Return Version
2020v4.0
Gross Receipts
$136,703
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--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric MonsefPresident-$0--
Laura EvansTreasurer-$0--
Michael 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
Laura Evans
Title
Treasurer
Signed
2022-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Eric S Childs CPA
Address
266B North Santa Cruz Avenue, Los Gatos, CA 95030
Preparer
Eric S Childs CPA
Phone
4083952777
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $94”

Other Expenses.1012

“Insurance $10316”

Other Expenses.1

“REPLACEMENTS $106891”

Other Expenses.2

“PROPERTY TAXES $3489”

Raw XML Appendix120 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/BOYAmt061909
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076796
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014887
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0875
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076796
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0136703
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0136700
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061909
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076796
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076796
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/PersonNm2Michael 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/OtherExpensesTotalAmt0120790
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/PrintingPublicationsPostageAmt0151
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTED MEMBERSHIP DUES AND ASSESSMENTS TO MAINTAIN AND IMPROVE THE COMMON GROUNDS AND FENCE OF LOMA SERENA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0121816
IRS990EZ/TotalRevenueAmt0136703
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $10316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPLACEMENTS $106891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROPERTY TAXES $3489
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Evans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-23
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/PreparerFirmGrp/PreparerFirmEIN0770442791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eric S Childs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0266B North Santa Cruz Avenue
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/ReturnTs02022-02-01T12:05:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laura
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Evans
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,796
Liabilities
-
Net assets
$76,796
Revenue
$136,703
Expenses
$121,816
Net income
$14,887
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