2025-11-13T11:23:57-06:00 2024-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-01-01 060614953 THE PATTERSON CLUB INC PATT 2032595244 1118 CROSS HIGHWAY FAIRFIELD CT 06824 PHILIP GREEN TREASURER 2032595244 2025-11-12 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z PHILIP GREEN 1118 CROSS HIGHWAY FAIRFIELD CT 06824 19848492 0 X WWW.THEPATTERSONCLUB.COM X 1946 CT TO ENCOURAGE AND PROMOTE SOCIAL, ATHLETIC AND OTHER INTERESTS OF MEMBERS WITHIN THE COUNTRY CLUB ATMOSPHERE. 13 13 293 13 494096 161863 0 0 8778759 9207232 80531 178063 3890049 3932872 12749339 13318167 0 0 0 0 6059477 6439954 0 0 0 4748043 4999875 10807520 11439829 1941819 1878338 31377829 32175852 8552049 7521838 22825780 24654014 TO ENCOURAGE AND PROMOTE SOCIAL, ATHLETIC AND OTHER INTERESTS OF MEMBERS WITHIN THE COUNTRY CLUB ATMOSPHERE. 0 0 TAX EXEMPT CLUB ACTIVITIES. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 72 0 1 293 1 1 1 0 0 0 0 3288479 438557 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X MELISSA GILCHRIST THE CLUB 2032595244 1118 CROSS HIGHWAY FAIRFIELD CT 06824 X BILL CRONIN PRESIDENT 5.00 X X 0 0 0 SEENA CUSHMAN VICE PRESIDENT 5.00 X X 0 0 0 PHILIP GREEN TREASURER 5.00 X X 0 0 0 TARA MCCARTHY SECRETARY 5.00 X X 0 0 0 BOB BONAFIDE DIRECTOR 5.00 X 0 0 0 BILL CHRISTIE DIRECTOR 5.00 X 0 0 0 JOSH OLSON DIRECTOR 5.00 X 0 0 0 LYNN ECKERT DIRECTOR 5.00 X 0 0 0 ED HULINA DIRECTOR 5.00 X 0 0 0 ROSS STRICKLAND DIRECTOR 5.00 X 0 0 0 LAMBERT RUGANI DIRECTOR 5.00 X 0 0 0 MAUREEN SAWYER DIRECTOR 5.00 X 0 0 0 CHRISTYN WHITNEY DIRECTOR 5.00 X 0 0 0 JASON MEERSMAN DIRECTOR OF GREENS & GROUNDS 50.00 X 296802 0 21371 THOMAS BARTEK GENERAL MANAGER/COO 50.00 X 280219 0 16004 MELISSA GILCHRIST CONTROLLER 50.00 X 153125 0 7616 CHRISTOPHER KENNEY HEAD GOLF PRO 50.00 X 221092 0 31565 GEOFFREY LANEZ EXECUTIVE CHEF 50.00 X 177756 0 8948 LINDSEY LEVINE DIRECTOR OF FOOD & BEVERAGE 50.00 X 167263 0 24794 1296257 0 110298 7 0 1 0 0 MEMBERSHIP DUES 900099 5918753 5918753 CAPITAL CONTRIBUTIONS 900099 1913491 1913491 INITIATION FEES 900099 1374988 1374988 9207232 178063 178063 5575653 5575653 0 0 4887544 954672 3932872 3616839 316033 13318167 12824071 494096 0 614396 4856149 91944 460550 416915 460 44400 157247 280536 89023 758094 9206 208052 1457016 232892 UNRELATED BUS. INC TAX 40708 GOLF COURSE OPERATIONS 1000329 FOOD & BEV OPERATIONS 435671 OTHER DEPTS OPERATIONS 284722 1519 11439829 3806 703 2267067 2931861 2431783 2906875 148589 147314 335530 368052 48686833 25163682 23227917 23523151 2007034 1588751 956103 709145 31377829 32175852 1010990 1148477 750179 735816 5619198 4004873 1171682 1632672 8552049 7521838 X 22825780 24654014 22825780 24654014 31377829 32175852 X 1878338 11535 -50104 X 0 1 X 1 0 103800 103800 38639912 19970953 18668959 4613011 3585222 1027789 5330110 1607507 3722603 23523151 DEFERRED COMP. PLAN LIABILITY 49118 DEFERRED INITIATION FEES 1583554 1632672 14060467 11535 954672 966207 13094260 212372 212372 13306632 12203233 975776 975776 11227457 212372 212372 11439829 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 954,672. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF SERVICE CHARGE 212,372. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 954,672. INTEREST RATE SWAP ADJUSTMENT 21,104. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP OF SERVICE CHARGE 212,372. X 1 0 X X X 0 0 0 JASON MEERSMAN DIRECTOR OF GREENS & GROUNDS 228802 0 38000 0 30000 0 10752 0 10619 0 318173 0 0 0 THOMAS BARTEK GENERAL MANAGER/COO 235699 0 44520 0 0 0 8250 0 7754 0 296223 0 0 0 CHRISTOPHER KENNEY HEAD GOLF PRO 165689 0 24000 0 31403 0 6628 0 24937 0 252657 0 0 0 LINDSEY LEVINE DIRECTOR OF FOOD & BEVERAGE 146263 0 21000 0 0 0 0 0 24794 0 192057 0 0 0 GEOFFREY LANEZ EXECUTIVE CHEF 156756 0 21000 0 0 0 6270 0 2678 0 186704 0 0 0 MELISSA GILCHRIST CONTROLLER 153125 0 0 0 0 0 0 0 7616 0 160741 0 0 0 PART I, LINE 1A CERTAIN KEY EMPLOYEES AND MEMBERS OF THE MANAGEMENT TEAM ARE PROVIDED ALLOWANCES, PER WRITTEN POLICY, FOR CERTAIN DISCRETIONARY ITEMS THAT BENEFIT THE CLUB, SUCH AS INDUSTRY RESEARCH, AUTO, AND PROFESSIONAL DEVELOPMENT, AS WELL AS OTHER NOMINAL DISCRETIONARY ITEMS AS NEEDED, WITH THE APPROVAL OF THE GENERAL MANAGER. AS PART OF THEIR EMPLOYEE AGREEMENTS JASON MEERSMAN RECEIVES $2,550 MONTHLY HOUSING ALLOWANCE AND JAMES SWAGGER RECEIVES $500 MONTHLY HOUSING ALLOWANCE. FORM 990, PART VI, SECTION A, LINE 6 THE PATTERSON CLUB, INC. (THE "CLUB") WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE CERTIFICATE HOLDERS AND THEY ANNUALLY ELECT THE BOARD OF DIRECTORS. ELECTION IS DONE BY A SECRET PAPER BALLOT AND AN INDEPENDENT GROUP OF TELLERS TALLY THE VOTES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MUST APPROVE CERTAIN ASSESSMENTS IF GREATER THAN A 50% OF ANNUAL DUES INCOME. APPROVAL MUST BE BY 2/3 OF ANY CLASS OF MEMBERS WHO WOULD BE REQUIRED TO PAY THE ASSESSMENT. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER SIGNS THE RETURNS AND THEY ARE MADE AVAILABLE TO THE BOARD MEMBERS IF REQUESTED. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND MANAGERS MUST SIGN THE CONFLICT OF INTEREST FORM ANNUALLY. IF A CONFLICT IS DISCLOSED OR A POTENTIAL CONFLICT EXISTS, THE CFO WILL REPORT THE CONFLICT TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 15A. THE GENERAL MANAGER, AND THE EXECUTIVE COMMITTEE OF THE CLUB (PRESIDENT, VP, TREASURER, AND SECRETARY), SEEK OUT COMPENSATION COMPARABILITY STUDIES FROM THE OTHER PEER CLUBS IN THE AREA TO HELP DETERMINE COMPENSATION FOR THE GENERAL MANAGER/COO. ALL OTHER EMPLOYEE'S COMPENSATION LEVELS ARE DETERMINED BY THE GENERAL MANAGER WITH INPUT AND FEEDBACK FROM THE ASSOCIATED COMMITTEE PERSONNEL. WE HAVE USED COMPENSATION STUDIES PROVIDED TO US BY OUR ACCOUNTING FIRM IN ORDER TO HELP WITH THE PROCESS. IN TERMS OF REVIEW OF PERFORMANCE, THE GENERAL MANAGER'S PERFORMANCE IS REVIEWED AND DISCUSSED IN DETAIL WITH THE EXECUTIVE COMMITTEE. THE GENERAL MANAGER'S ANNUAL BONUS AMOUNT IS DECIDED AFTER COLLABORATION AND DISCUSSION SURROUNDING SAID PERFORMANCE ALONGSIDE THE METRICS FOR PERFORMANCE (SPECIFIC AREAS, GOALS, TARGETS) SET UP BY THE EXECUTIVE COMMITTEE YEAR OVER YEAR. 15B. THE GENERAL MANAGER REVIEWS EACH DEPARTMENT MANAGERS PERFORMANCE AT LEAST ANNUALLY IN A FORMAL SENSE. SOME DEPARTMENT MANAGERS REQUEST QUARTERLY REVIEWS AS WELL. THERE IS A STRONG AND ON-GOING EFFORT TO CREATE SPECIFIC GOALS AND METRICS FOR EACH DEPARTMENT MANAGER THROUGHOUT THE YEAR. THE CREATION OF THOSE GOALS AND METRICS IS A COLLABORATION BETWEEN THE EMPLOYEE HIM/HERSELF, THE GENERAL MANAGER AND THE COMMITTEE CHAIR. FOR EXAMPLE, THE HOUSE COMMITTEE CHAIRPERSON, CHEF AND THE GENERAL MANAGER WILL LOOK AT CLUBS HISTORICAL FINANCIALS AND THE FUTURE REVENUE PROJECTIONS TO DETERMINE A COMMON FOOD COST PERCENTAGE TO SET AS A TARGET (FOR WHICH PART OF THE CHEF'S BONUS IS BASED ON". THE GENERAL MANAGER ALSO REACHES OUT TO OTHER GENERAL MANAGER'S TO COMPARE THEIR TARGETS, AND AS WELL LEAN HEAVILY ON CMAA, AND CONDON O'MEARA, MCGINTY, & DONNELLY LLP FOR INDUSTRY STANDARD BENCHMARKS BY REGION. THE BASE SALARY IS DETERMINED BY INDUSTRY STANDARD AFTER THROUGH REVIEW OF OUR CLUBS BUDGET, IN CONJUNCTION WITH COMPARATIVE STUDIES FROM THE SAME SOURCES AS LISTED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 THE CLUB DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP ADJUSTMENT -21,104. NET CHANGE IN MEMBERS' CERTIFICATES & CLUBHOUSE BONDS -21,500. PY ADJUSTMENTS -7,500.