2025-04-21T18:40:54-05:00 2024-09-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-10-01 930244260 OSWEGO LAKE COUNTRY CLUB OSWE 5036363631 20 IRON MOUNTAIN BLVD LAKE OSWEGO OR 970342875 BRYAN FISHER ASST. GENERAL MANAGER 5036363631 2025-03-24 1 0 JASON HALL P00960849 5032205900 2023 2025-03-06 01:10:19Z DUTCH SCHULZ 20 IRON MOUNTAIN BLVD LAKE OSWEGO OR 970342875 10020336 0 X WWW.OSWEGOLAKECOUNTRYCLUB.COM X 1935 OR ATHLETIC AND SOCIAL ORGANIZATION 11 11 200 0 536995 52085 1000 0 7004361 7279431 65770 77208 1382118 1217293 8453249 8573932 0 0 0 0 4662538 4639699 0 0 0 2827531 2869884 7490069 7509583 963180 1064349 15405691 19158535 1770252 4126106 13635439 15032429 ATHLETIC AND SOCIAL ORGANIZATION. 0 0 6314127 8010437 THE CLUB OPERATES FACILITIES FOR MEMBERSHIP, CONSISTENT WITH THE STATED GOALS OF THE ORGANIZATION, PROMOTING PHYSICAL ACTIVITY AND SPORTS IN GENERAL, AND BETTER ACQUAINTANCE AND CLOSER ASSOCIATION OF MEMBERSHIP. 6314127 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 200 1 1 1 0 0 0 0 0 0 1219017 772535 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X HARLEY GOSSMAN 5036363631 20 IRON MOUNTAIN BLVD LAKE OSWEGO OR 970342875 STEVEN ELLIOTT PAST PRESIDENT 1.00 X X 0 0 0 STEVE GIANNINI PRESIDENT 1.00 X X 0 0 0 JUDY WESTWOOD TRUSTEE 1.00 X 0 0 0 JEFFREY SHEARER SECRETARY 1.00 X X 0 0 0 GEORGE HALE VICE PRESIDENT 1.00 X X 0 0 0 TIM LONG TRUSTEE 1.00 X 0 0 0 PAUL GLASS TRUSTEE 1.00 X 0 0 0 JILL ABERE TRUSTEE 1.00 X 0 0 0 BRETT JOYCE TRUSTEE 1.00 X 0 0 0 JOSH LOYE TRUSTEE 1.00 X 0 0 0 ROGER MILLS TREASURER 1.00 X X 0 0 0 BRYAN FISHER GENERAL MANAGER 40.00 X 224009 0 31778 NOLAN WENKER GREENS SUPERINTENDENT 40.00 X 198887 0 30479 KEVIN MATHIS HEAD GOLF PROFESSIONAL 40.00 X 160367 0 29629 583263 0 91886 3 0 1 0 R&H CONSTRUCTION INC 2019 NW WILSON ST PORTLAND OR 97209 VISION 2024 REMODEL PROJECT 4910173 MILROY GOLF SYSTEMS 32544 NE OLD PARRETT MOUNTAIN RD NEWBERG OR 97132 VISION 2024 REMODEL PROJECT 1235466 GBD ARCHITECTS 1120 NW COUCH ST 300 PORTLAND OR 97209 VISION 2024 REMODEL PROJECT 349192 3 MEMBERSHIP DUES AND ASSESSMENTS 713910 6758905 6570205 188700 GREEN FEES & CART RENTAL 713910 347171 321626 25545 ROOM/LOCKER RENTAL 713910 151057 151057 OTHER SERVICE ACTIVITY 713910 22298 22298 7279431 50708 50708 26500 0 26500 26500 26500 2663697 1446404 1217293 945251 272042 8573932 8010437 536995 26500 158184 132104 26080 3632045 3032954 599091 46725 41386 5339 369335 309116 60219 433410 369604 63806 57619 57619 273879 60936 212943 456654 438496 18158 1460 1191 269 58959 58959 789755 749943 39812 81181 75092 6089 REPAIRS AND MAINTENANCE 461716 447963 13753 SUPPLIES 239044 192228 46816 EVENTS 236726 236726 OTHER EXPENSES 212891 167429 45462 7509583 6314127 1195456 0 5276581 1262510 490924 511604 404778 566678 81264 98858 24377926 7659041 9152144 16718885 15405691 19158535 788534 796884 537691 560213 94517 2500000 349510 269009 1770252 4126106 X 13590838 14993017 44601 39412 13635439 15032429 15405691 19158535 X 1064349 332641 X X 0 1 X 1 0 97721 97721 21633322 6120770 15512552 2646883 1538271 1108612 16718885 MEMBERSHIP LIABILITIES 1480 CAPITAL LEASE OBLIGATIONS 267529 269009 X 4220581 0 4220581 4353351 4353351 8573932 3598554 0 3598554 3911029 3911029 7509583 PART X, LINE 2: OSWEGO LAKE COUNTRY CLUB HAS NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROGRAM SERVICE INCOME NETTED WITH EXP 3,062,315. GAIN/LOSS FROM SALE OF ASSETS 26,500. MEMBERSHIP INITIATION FEES AND CAPITAL IMPROVEMENT DUES 1,219,017. CONTRIBUTIONS RELEASED FROM RESTRICTION -5,189. INTEREST INCOME 50,708. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCOME TAXES STATED SEPARATELY PROGRAM SERVICE EXPENSES NETTED WITH INC 3,062,315. DEPRECIATION STATED SEPARATELY 789,755. INTEREST EXPENSE STATED SEPARATELY 58,959. X X X X 0 0 0 BRYAN FISHER GENERAL MANAGER 191837 0 0 0 32172 0 8513 0 23265 0 255787 0 0 0 NOLAN WENKER GREENS SUPERINTENDENT 179157 0 0 0 19730 0 7214 0 23265 0 229366 0 0 0 KEVIN MATHIS HEAD GOLF PROFESSIONAL 152291 0 0 0 8076 0 6360 0 23269 0 189996 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CLUB IS A PRIVATE SOCIAL CLUB WITH VARIOUS MEMBERSHIP LEVELS AVAILABLE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS ELECTED ANNUALLY BY THE MEMBERS OF THE CLUB. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER OF THE CLUB IS ENTITLED TO ONE VOTE ON ALL PROPOSITIONS SUBMITTED TO THE MEMBERSHIP BY THE BOARD OF TRUSTEES OR AS REQUIRED BY LAW, INCLUDING CERTAIN AMENDMENTS TO THE ORGANIZATION'S GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED PRIOR TO FILING BY THE CLUB'S GENERAL MANAGER AND CONTROLLER. IN ADDITION, A COPY OF THE RETURN WAS PROVIDED ELECTRONICALLY TO THE BOARD OF TRUSTEES. GENERAL MEMBERS OF THE CLUB WILL BE PROVIDED WITH A COPY OF THE RETURN UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS CONTINUALLY MONITORED BY THE GENERAL MANAGER OF THE CLUB. FORM 990, PART VI, SECTION B, LINE 15 THE CLUB HAS A COMPENSATION COMMITTEE THAT MAKES RECOMMENDATIONS TO THE CLUB BOARD OF TRUSTEES REGARDING COMPENSATION. THE COMMITTEE UTILIZES SALARY SURVEYS IN DETERMINING RECOMMENDED COMPENSATION LEVELS. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FORMS 990 AND 990-T ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CAPITAL ASSESSMENTS 332,641. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE CLUB'S AUDITED FINANCIAL STATEMENTS, OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANTS THAT AUDIT THE FINANCIAL STATEMENTS OF THE CLUB.