2025-11-03T15:53:03-06:00 2024-12-31 950858589 HUTCHINSON AND BLOODGOOD LLP 550 N BRAND BLVD 14TH FLOOR GLENDALE CA 91203 990 2024-01-01 951190050 SANTA ANA COUNTRY CLUB SANT 7145563000 20382 S W NEWPORT BOULEVARD SANTA ANA CA 92707 DEAN LIUZZI CONTROLLER 7145563000 2025-11-03 1 0 MARK J HENNELLY P00982999 8186375000 2024 2025-03-06 01:10:19Z 20382 S W NEWPORT BOULEVARD SANTA ANA CA 92707 17919204 0 X WWW.SANTAANACC.ORG X 1901 CA PROMOTE THE PLEASURE OF FELLOWSHIP AND RECREATION OF ITS MEMBERS, PARTICULARLY WITH THE SPORT OF GOLF. 11 11 123 0 228596 223807 0 0 11390834 14315635 213782 279987 -268941 -491363 11335675 14104259 0 0 0 0 5095094 5492209 0 0 0 6133391 6692832 11228485 12185041 107190 1919218 24285469 25938284 12389640 12124500 11895829 13813784 PROMOTE THE PLEASURE OF FELLOWSHIP AND RECREATION OF ITS MEMBERS, PARTICULARLY WITH THE SPORT OF GOLF. 0 0 PROGRAM SERVICE ACTIVITIES ARE ORGANIZED AND OPERATED FOR THE PLEASURE, RECREATION, AND SOCIAL BENEFIT OF ITS MEMBERS. 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 25 0 123 1 1 1 0 0 0 1 1 1224945 1031881 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 X DEAN LIUZZI 7145563000 20382 S W NEWPORT BOULEVARD SANTA ANA CA 92707 STEPHEN J GIUSTO PRESIDENT 5.00 X X 0 0 0 JOHN L GILCHRIST VICE PRESIDENT 5.00 X X 0 0 0 JOHN R HOUTEN TREASURER 5.00 X X 0 0 0 TERRY L REED SECRETARY 5.00 X X 0 0 0 DR RICHARD F AFABLE DIRECTOR 2.00 X 0 0 0 JAY D AXELSON DIRECTOR 2.00 X 0 0 0 DANIEL R DILLON DIRECTOR 2.00 X 0 0 0 MICHAEL E MEYER DIRECTOR 2.00 X 0 0 0 JOHN A O'HARA DIRECTOR 2.00 X 0 0 0 MATTHEW E SMITH DIRECTOR 2.00 X 0 0 0 LUIS M YEAGER DIRECTOR 2.00 X 0 0 0 ROB TANAKA GENERAL MANAGER 40.00 X 392155 0 0 DANIEL CRUISE GOLF COURSE SUPT 40.00 X 308990 0 0 DEAN LIUZZI CONTROLLER 40.00 X 146430 0 0 GEOFFREY COCHRANE HEAD GOLF PRO 40.00 X 229881 0 0 JASON MONTELIBANO EXECUTIVE CHEF 40.00 X 166140 0 0 NICOLE LIUZZI HUMAN RESOURCES DIRECTOR 40.00 X 118326 0 0 1361922 0 0 6 0 1 0 0 MEMBERSHIP DUES 713910 8813486 8813486 CAPITAL FUNDING 713910 3038425 3038425 INITIATION FEES 713910 1224945 1224945 GREEN & TOURNAMENT FEES 713910 816164 710045 106119 GOLF CART RENTAL 713910 330997 326403 4594 91618 91618 14315635 264687 264687 15300 0 15300 15300 15300 3323582 3814945 -491363 -344559 -146804 14104259 13875663 228596 0 X 392155 3918074 182361 657727 341892 390012 1812992 248859 GOLF COURSE SUPPLIES 702659 UTILITIES 637573 OPERATING GREEN & TOURN 535321 OPERATING EXPENSES A&G 448809 1916607 12185041 1945366 1864196 3627350 5946665 684983 922995 412175 400747 808024 819391 37397021 21412731 16807571 15984290 24285469 25938284 1375344 1886806 716480 700080 9899857 9290487 397959 247127 12389640 12124500 X 11895829 13813784 11895829 13813784 24285469 25938284 X 1919218 -1263 X 0 1 X 1 0 61349 61349 10627629 3902165 6725464 5301007 2531926 2769081 21407036 14978640 6428396 15984290 FINANCING LEASE 247127 247127 X 17919204 3814945 3814945 14104259 0 14104259 16001249 3816208 3816208 12185041 0 12185041 PART X, LINE 2: THE CLUB IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME AS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(7) AND SIMILAR CALIFORNIA CODE PROVISIONS. THE TAX REFORM ACT OF 1969 ASSESSES TAXES ON UNRELATED BUSINESS INCOME. THIS IS GENERALLY DEFINED AS INTEREST INCOME, RENTAL INCOME, AND INCOME FROM NONMEMBER SOURCES SUCH AS FOOD AND BEVERAGE SALES. TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE CLUB BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE AT DECEMBER 31, 2024. AS OF DECEMBER 31, 2024, THE CLUB'S ANNUAL TAX FILINGS FOR THE PRIOR THREE AND FOUR YEARS ARE OPEN FOR AUDIT BY FEDERAL AND STATE TAX AGENCIES, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,814,945. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,814,945. FUEL CREDIT 1,263. X X 0 0 0 ROB TANAKA GENERAL MANAGER 392155 0 0 0 0 0 0 0 0 0 392155 0 0 0 DANIEL CRUISE GOLF COURSE SUPT 308990 0 0 0 0 0 0 0 0 0 308990 0 0 0 GEOFFREY COCHRANE HEAD GOLF PRO 229881 0 0 0 0 0 0 0 0 0 229881 0 0 0 JASON MONTELIBANO EXECUTIVE CHEF 166140 0 0 0 0 0 0 0 0 0 166140 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE CLUB HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - GOVERNING BODY ELECTED BY NOMINATING COMMITTEE MADE UP OF MEMBERS AND VOTED BY MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - DECISIONS AFFECTING MEMBERSHIP ARE VOTED ON AND APPROVED BY THE EQUITY MEMBERS OF THE CLUB. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE TREASURER REVIEWS FORMS 990 AND 990-T PRIOR TO THE SIGNING AND FILING OF THE TAX RETURNS. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED BY THE GENERAL MANAGER AND STAFF OF THE CLUB FOR SUBMITTAL TO THE BOARD OF DIRECTORS TO ENSURE THAT THE CLUB OPERATES IN A MANNER CONSISTENT WITH ITS POLICIES. BOARD AND FINANCE COMMITTEE MEMBERS SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEES ARE GIVEN AN ANNUAL REVIEW BY DEPARTMENT MANAGERS/GENERAL MANAGER. SALARY INCREASES ARE REVIEWED AND APPROVED BY THE GENERAL MANAGER, WHO REVIEWS THESE WITH THE BOARD AS APPROPRIATE. THE GENERAL MANAGER'S JOB PERFORMANCE AND CONTRACT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE CLUB DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 24E OPERATING EXPENSES GOLF ACTIVITY 330,366. OPERATING EXPENSES CLUBHOUSE 260,387. LEGAL 241,079. OPERATING EXPENSES F&B 220,955. REPAIR & MAINTENANCE 215,089. GOLF TOURNAMENT EXPENSE 164,687. SECURITY 154,079. PROPERTY TAXES 114,840. OPERATING EXPENSES PROSHOP 82,133. CORPORATE TAXATION 69,908. OPERATING EXPENSES LOCKER ROOM 28,256. PRINTING AND PUBLICATIONS 21,637. POSTAGE 10,580. SUPPLIES 2,611. FORM 990, PART XI, LINE 9: FUEL TAX CREDIT -1,263.