2024-09-20T12:59:20-05:00 2023-12-31 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2023-01-01 940387260 CLAREMONT COUNTRY CLUB CLAR 5106536789 5295 BROADWAY TERRACE OAKLAND CA 94618 CHRIS LALLI TREASURER 5106536789 2024-09-20 1 1 SCOTT WATTERS P01246213 4082877911 2023 2024-08-08 14:25:15Z STEVEN B SHAW 5295 BROADWAY TERRACE OAKLAND CA 94618 17768593 0 X CLAREMONTCC.ORG X 1903 CA THE ORGANIZATION IS AN EXEMPT SOCIAL CLUB UNDER IRC SECTION 501(C)(7) WHOSE PROGRAM SERVICE ACTIVITIES ARE ORGANIZED & OPERATED SUBSTANTIALLY FOR THE PLEASURE & RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE CLUB ARE RELATED TO THE SINGLE PURPOSE OF SOCIAL & RECREATIONAL BENEFITS. 7 7 260 106 813412 238145 0 0 10261236 11115431 -30220 34943 5719816 4568675 15950832 15719049 0 0 0 0 9255904 9832202 0 0 0 5670815 5453210 14926719 15285412 1024113 433637 32707066 35482833 11043780 13385910 21663286 22096923 X THE ORGANIZATION IS AN EXEMPT SOCIAL CLUB UNDER IRC SECTION 501(C)(7) WHOSE PROGRAM SERVICE ACTIVITIES ARE ORGANIZED & OPERATED SUBSTANTIALLY FOR THE PLEASURE & RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE CLUB ARE RELATED TO THE SINGLE PURPOSE OF SOCIAL & RECREATIONAL BENEFITS. 0 0 SOCIAL AND RECREATIONAL PROGRAMS. SEE ORGANIZATION'S MISSION. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 115 0 1 260 1 1 1 0 0 0 1 1 1695457 1256832 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 X MARC FRANSSEN 5106536789 5295 BROADWAY TERRACE OAKLAND CA 94618 JOSEPH ADDEGIO III PRESIDENT 4.00 X X 0 0 0 KENT TAYLER VICE PRESIDENT 4.00 X X 0 0 0 ANNETTE O'DONNELL BUTNER SECRETARY 4.00 X X 0 0 0 CHRIS LALLI TREASURER 4.00 X X 0 0 0 JAMIE SAUNDERS DIRECTOR 4.00 X 0 0 0 EUGENE BROWN DIRECTOR 4.00 X 0 0 0 RANDY JONES DIRECTOR 4.00 X 0 0 0 STEVEN SHAW GENERAL MANAGER 40.00 X 317738 0 45055 MARC FRANSSEN CONTROLLER 40.00 X 191398 0 1480 DARA MERRITT FITNESS DIRECTOR 40.00 X 151269 0 1480 DEVIN JOHN GALLO TENNIS DIRECTOR 40.00 X 182152 0 31371 ALLEN VITTI EXECUTIVE CHEF 40.00 X 162117 0 11183 THOM IRVIN GOLF COURSE SUPERINTENDENT 40.00 X 215073 0 1480 JESSICA L HOOD-SAMAYOA DIRECTOR - FOOD & BEVERAGE 40.00 X 156720 0 37844 1376467 0 129893 7 0 1 0 RNDC PO BOX 743564 LOS ANGELES CA 90074 BEVERAGE PURVEYOR 155228 LAUREN FERRARO INTERIOR DESIGN 231 PACIFIC AVE PIEDMONT CA 94611 INTERIOR DESIGN SERVICES 126592 CORFINI MEATS 299 LAWRENCE AVE SO SAN FRANCISCO CA 94080 FOOD PURVEYOR 103670 3 MEMBERSHIP DUES 713910 9003406 9003406 GOLF REVENUE 713910 835511 792772 42739 TENNIS REVENUE 713910 359265 359265 ROOMS REVENUE 713910 296452 230817 65635 FITNESS CENTER REVENUE 713910 287020 287020 333777 333777 11115431 95678 600 95078 163747 0 163747 163747 163747 60735 -60735 -60735 -60735 4232461 1988809 2243652 1797439 446213 CAPITAL DUES 713910 1363096 1363096 TRANSFER FEES 713910 724215 724215 MISC. INCOME 713910 61858 61858 12107 12107 2161276 15719049 14966372 813412 -60735 X 509136 7471348 1244743 606975 274779 1310069 275125 INCOME TAX EXPENSE 63821 GOLF 995279 ENERGY COSTS 698446 FOOD AND BEVERAGE 455871 1379820 15285412 3491061 1249934 0 2006314 5215669 4960613 205529 212166 1345928 1421065 37630618 15986364 21049218 21644254 1399661 3988487 32707066 35482833 1367158 1595290 889497 1102856 8020576 10077452 766549 610312 11043780 13385910 X 21663286 22096923 21663286 22096923 32707066 35482833 433637 0 X 0 1 X 1 0 162692 162692 20111624 6248644 13862980 8709683 4361900 4347783 8646619 5375820 3270799 21644254 CONSTRUCTION IN PROGRESS 3766018 RIGHT-OF-USE ASSET 222469 3988487 ACTIVITY FUNDS 17171 PENSION PAYABLE 265922 OTHER NON-CURRENT LIABILITIES 104750 RIGHT-OF-USE LIABILITY 80496 OPERATING LEASE LIABILITY 141973 610312 X 17707858 1988809 1988809 15719049 0 15719049 17274221 1988809 1988809 15285412 0 15285412 PART X, LINE 2: THE CLUB IDENTIFIES AND EVALUATES ALL UNCERTAIN TAX POSITIONS AND BELIEVES THAT POSITIONS TAKEN ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION FOR ALL OPEN TAX YEARS. THE CLUB'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED AND A PERIOD OF FOUR YEARS FOR CALIFORNIA TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,988,809. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,988,809. 1 X X X X X 0 0 0 STEVEN SHAW GENERAL MANAGER 231143 0 54615 0 31980 0 1000 0 44055 0 362793 0 0 0 THOM IRVIN GOLF COURSE SUPERINTENDENT 195748 0 10000 0 9325 0 1000 0 480 0 216553 0 0 0 DEVIN JOHN GALLO TENNIS DIRECTOR 164892 0 6000 0 11260 0 1000 0 30371 0 213523 0 0 0 JESSICA L HOOD-SAMAYOA DIRECTOR - FOOD & BEVERAGE 128707 0 13424 0 14589 0 1000 0 36844 0 194564 0 0 0 MARC FRANSSEN CONTROLLER 166037 0 21467 0 3894 0 1000 0 480 0 192878 0 0 0 ALLEN VITTI EXECUTIVE CHEF 142276 0 10000 0 9841 0 1000 0 10183 0 173300 0 0 0 DARA MERRITT FITNESS DIRECTOR 124947 0 2500 0 23822 0 1000 0 480 0 152749 0 0 0 PART I, LINE 1A THE GM, FOOD & BEVERAGE MANAGER AND HEAD CHEF ARE ALLOWED $500/$300/$300 RESPECTIVELY PER MONTH DINING ALLOWANCE, PER CONTRACT. REIMBURSEMENTS MUST HAVE RECEIPTS, IN ACCORDANCE WITH OUR EMPLOYEE HANDBOOK. JAY S MCDANIEL DIRECTOR OF GOLF 666881 DIRECTOR OF GOLF OWNS THE GOLF SHOP INVENTORY. SALES MADE ARE BILLED THROUGH THE ACCOUNTING SYSTEM, CLUB COLLECTS THE MONEY FROM MEMBERS AND THEN REMITS THOSE FUNDS TO HIM. 0 FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUALS PURCHASE MEMBERSHIP TO THE CLUB AND ARE CHARGED DUES MONTHLY FOR CONTINUED MEMBERSHIP. VOTING MEMBERS ARE LIMITED AND ARE RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE CLUB HAS 500 VOTING MEMBERS, WHO ELECT MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B REGULAR MEMBERS MUST APPROVE THE INCURRENCE OF CLUB INDEBTEDNESS MORE THAN $200,000. REGULAR MEMBERS MUST ALSO APPROVE THE SALE OF REAL PROPERTY IN EXCESS OF $50,000. REGULAR MEMBERS MUST APPROVE CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CONTROLLER AND MEMBERS OF THE FINANCE COMMITTEE AND A SUMMARY IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE GENERAL MANAGER HAS AN EMPLOYMENT CONTRACT THAT IS REVIEWED BY A COMPENSATION COMMITTEE. COMPENSATION IS REVIEWED AT A MINIMUM OF ONCE EVERY TWO YEARS. THE COMPENSATION COMMITTEE CONSISTS OF BOARD MEMBERS AND EX-OFFICIO. THE LAST REVIEW WAS IN SPRING 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE CLUB'S WEBSITE. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST OR FOR INSPECTION AT THE CLUB. FORM 990, PART IX, LINE 24E PROPERTY TAX EXPENSE 339,062. ADMINSTRATIVE AND GENERAL 330,574. CLUBHOUSE 250,342. MEMBERSHIP 234,533. SWIMMING POOL 100,441. TENNIS 51,368. LOCKER ROOM 24,959. GROUNDS 20,354. FITNESS CENTER 16,848. CAPITAL EXPENSE 6,534. ROOMS 4,805.