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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-2169645

LOMA SERENA IMPROVEMENT ASSOCIATION

Tax-exempt · LOS GATOS, CA 95031

Financials

$143K$182K2022$147K$145K2023$148K$144K2024
Revenue Expenses · by fiscal year end
Financials of LOMA SERENA IMPROVEMENT ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$148,008$143,904$4,104$75,150–$75,150
June 30, 2024990-EZ$146,546$144,769$1,777$71,046–$71,046
June 30, 2023990-EZ$143,107$182,341-$39,234$69,269–$69,269
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$148,002
Investment income
$6

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,175
Printing, publications and postage
$200
Other expenses
$142,529
Program services (functional)
$143,904

Balance sheet and other

Total assets, start of year
$71,046
Total assets, end of year
$75,150
Total liabilities, end of year
–
Net assets, end of year
$75,150
Cash, savings and investments
$75,150
Gross receipts
$148,008

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Eric MonsefPresident2$0
Laura EvansTreasurer2$0
Mike WoodVice President2$0
Mark BankeVice President2$0
Paula EngelgauSecretary2$0
990-EZ for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
Eric MonsefPresident2$0
Laura EvansTreasurer2$0
Mike WoodVice President2$0
Mark BankeVice President2$0
Paula EngelgauSecretary2$0
990-EZ for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
Eric MonsefPresident2$0
Laura EvansTreasurer2$0
Mike WoodVice President2$0
Mark BankeVice President2$0
Paula EngelgauSecretary2$0

Address and contacts

Address (IRS master file)
PO BOX 1814, LOS GATOS, CA 95031-1814
Signed the 990-EZ
Kamal Ardeshna, Treasurer
Return prepared by
Eric S Childs CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2169645 or by the name LOMA SERENA IMPROVEMENT ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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."

990-EZ for the year ended June 30, 2025

Program accomplishments

  • COLLECTED MEMBERSHIP DUES AND ASSESSMENTS TO MAINTAIN AND IMPROVE THE COMMON GROUNDS AND FENCE OF LOMA SERENA
    Expenses $143,904

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for LOMA SERENA IMPROVEMENT ASSOCIATION

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
94-2169645
Tax-exempt status
501(c)(7): Social or recreational club
Donations deductible
No
Exempt since
1973
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$75,150
Income (IRS master file)
$148,008

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$148,008$143,904$75,150XML
990-EZJune 2024$146,546$144,769$71,046XML
990-EZJune 2023$143,107$182,341$69,269XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

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 94-2169645).

Questions about LOMA SERENA IMPROVEMENT ASSOCIATION

What is the EIN of LOMA SERENA IMPROVEMENT ASSOCIATION?
The employer identification number (EIN) of LOMA SERENA IMPROVEMENT ASSOCIATION is 94-2169645.
Is LOMA SERENA IMPROVEMENT ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1973.
Are donations to LOMA SERENA IMPROVEMENT ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LOMA SERENA IMPROVEMENT 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 LOMA SERENA IMPROVEMENT ASSOCIATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOMA SERENA IMPROVEMENT ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of LOMA SERENA IMPROVEMENT ASSOCIATION?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LOMA SERENA IMPROVEMENT ASSOCIATION have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $148,008, expenses of $143,904 and total assets of $75,150 at year end.

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