2026-02-17T20:49:31-06:00 2025-03-31 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2024-04-01 940837870 SAN JOSE COUNTRY CLUB SANJ 4082584901 15571 ALUM ROCK AVE SAN JOSE CA 95127 MATT WHEELER TREASURER 4082584901 2026-02-17 1 1 SCOTT WATTERS P01246213 4082877911 2024 2025-03-06 01:10:19Z JOAO FREITAS 15571 ALUM ROCK AVE SAN JOSE CA 95127 9870911 0 1 X WWW.SANJOSECOUNTRYCLUB.ORG X 1980 CA TAXPAYER IS AN EXEMPT ORGANIZATION UNDER IRC 501(C)(7) WHOSE PROGRAM SERVICE ACTIVITIES ARE ORGANIZED AND OPERATED SUBSTANTIALLY FOR PLEASURE AND RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE TAXPAYER ARE RELATED TO THE PURPOSE OF SOCIAL AND RECREATIONAL BENEFITS. 6 6 141 26 537635 0 0 0 6312562 7109190 -25085 20054 1706507 1908325 7993984 9037569 0 0 0 0 4764475 4790167 0 0 0 3588264 3738440 8352739 8528607 -358755 508962 9097113 9103134 4075779 3572838 5021334 5530296 TAXPAYER IS AN EXEMPT ORGANIZATION UNDER IRC 501(C)(7) WHOSE PROGRAM SERVICE ACTIVITIES ARE ORGANIZED AND OPERATED SUBSTANTIALLY FOR PLEASURE AND RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE TAXPAYER ARE RELATED TO THE PURPOSE OF SOCIAL AND RECREATIONAL BENEFITS. 0 0 SOCIAL AND RECREATIONAL PROGRAMS. SEE PART VIII FOR LISTING. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 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 X 16 0 1 141 1 1 0 0 0 0 1 1 52183 716946 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X DANIEL LO 4082584901 15571 ALUM ROCK AVE SAN JOSE CA 95127 JOAO FREITAS PRESIDENT 2.00 X X 0 0 0 JASON TOWNSEND VICE PRESIDENT 2.00 X X 0 0 0 THOMAS SIMS SECRETARY 2.00 X X 0 0 0 MATT WHEELER TREASURER 2.00 X X 0 0 0 MIKE GOSSETT DIRECTOR 2.00 X 0 0 0 ROB OTTO DIRECTOR 2.00 X 0 0 0 LLOYD MARTINDALE GENERAL MANAGER 40.00 X 255750 0 17608 DANIEL FISHER ASST. GENERAL MGR 40.00 X 167500 0 11443 JOHN PINA COURSE SUPERINTENDENT 40.00 X 172000 0 563 JOSE CADENAS EXECUTIVE CHEF 40.00 X 112900 0 11898 DANIEL LO CONTROLLER 40.00 X 139150 0 10636 RICKY WASHINGTON FOOD & BEV DIRECTOR 40.00 X 114800 0 18072 962100 0 70220 6 0 1 0 HYO J KIM70-30 GOLF ACADEMY 15571 ALUM ROCK AVE SAN JOSE CA 95127 GOLF LESSONS TO MEMBERS 208141 1 MEMBERSHIP DUES & ASSESSMENTS 713910 5926091 5926091 GOLF FEES 713910 730011 643241 86770 GOLF CARTS 713910 409482 409482 LOCKER ROOM 713910 36930 36930 SWIM FEES 713910 6676 6676 7109190 20054 20054 2149558 833342 1316216 885405 430811 CAPITAL DUES 713910 446065 446065 UNSPENT MINIMUM 713910 59245 59245 INITIATION AND TRANSFER FEES 713910 52183 52183 34616 34616 592109 9037569 8499934 537635 0 X 632643 3406625 415323 335576 85469 448490 100981 GOLF COURSE 1217420 PRO SHOP/GOLF CARTS 497960 CLUBHOUSE 344481 MAINTENANCE 294323 749316 8528607 -9618 471740 1061043 720054 924507 948005 169507 248727 39776 148023 14653011 8599973 6398351 6053038 513547 513547 9097113 9103134 1517016 1121361 737853 692597 1100000 1090407 720910 668473 4075779 3572838 X 5021334 5530296 5021334 5530296 9097113 9103134 508962 0 X X 0 0 0 260000 260000 7127734 2464501 4663233 3758836 3408623 350213 3506441 2726849 779592 6053038 RIGHT OF USE ASSETS OPERATING LEASES, NET 513547 513547 FINANCE LEASE OBLIGATIONS 154570 OPERATING LEASE OBLIGATIONS 513903 668473 X PART X, LINE 2: THE CLUB IDENTIFIES AND EVALUATES ALL UNCERTAIN TAX POSITIONS AND BELIEVES ALL POSITIONS TAKEN BY THE CLUB 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. X X 1 1 1 LLOYD MARTINDALE GENERAL MANAGER 225750 0 30000 0 0 0 2460 0 15148 0 273358 0 0 0 DANIEL FISHER ASST. GENERAL MGR 157500 0 10000 0 0 0 0 0 11443 0 178943 0 0 0 JOHN PINA COURSE SUPERINTENDENT 160000 0 12000 0 0 0 563 0 0 0 172563 0 0 0 FORM 990, PART V, LINE 3B ADDITIONAL TIME IS NECESSARY TO FILE A COMPLETE AND ACCURATE FORM 990-T. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - INDIVIDUALS PURCHASE MEMBERSHIP TO THE CLUB AND ARE CHARGED DUES MONTHLY FOR CONTINUED MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE MEMBERS (PAST PRESIDENTS) FORM A NOMINATING COMMITTEE. THE COMMITTEE APPOINTS THREE NEW QUALIFYING BOARD MEMBERS EACH YEAR. THE BOARD (ALSO MEMBERS) VOTE TO ACCEPT THE APPOINTED THREE NEW MEMBERS SELECTED BY THE NOMINATING COMMITTEE. IF THE MEMBERSHIP FEELS ANOTHER QUALIFYING CANDIDATE HAS BEEN OVERLOOKED, A PETITION CAN BE FILED AND ONCE VERIFIED, EACH MEMBER HAS AN OPPORTUNITY TO VOTE FOR THREE NEW BOARD MEMBERS BY BALLOT. THE THREE QUALIFYING CANDIDATES WITH THE MOST VOTES WILL ASSUME THE BOARD POSITIONS. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - AT LEAST TWENTY VOTING MEMBERS MUST ATTEND ANY SPECIAL MEETINGS TO VOTE ON MATTERS PRESENTED BEFORE THE BOARD OF DIRECTORS AT SUCH MEETINGS. ANY MEMBER ASSESSMENT WHICH IS CUMULATIVELY GREATER THAN ONE-HALF OF THE AMOUNT OF ANNUAL DUES FOR ANY ONE FISCAL YEAR REQUIRES MEMBERSHIP APPROVAL. ANY AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY A MAJORITY VOTE OF THE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CONTROLLER FOR ACCURACY. IT IS THEN REVIEWED BY THE CLUB TREASURER AND THE AUDIT COMMITTEE BEFORE BEING SUBMITTED TO THE BOARD OF DIRECTORS FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C KEY EMPLOYEES ARE RESPONSIBLE TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST TO THE RESPECTIVE COMMITTEE CHAIRPERSON. IF NEEDED, THE COMMITTEE CHAIRPERSON BRINGS THE ISSUE TO THE BOARD OF DIRECTORS' ATTENTION. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, HIGHLY COMPENSATED AND KEY EMPLOYEES ARE EVALUATED WITH INDIVIDUAL PERSONAL REVIEWS (IPR) TO DETERMINE THEIR WORK PERFORMANCES AGAINST GOALS AND STANDARDS THAT ARE SET WITHIN THEIR JOB DESCRIPTIONS. KEY EMPLOYEES' COMPENSATIONS ARE COMPARED TO NATIONAL EMPLOYMENT SALARY GUIDES TO MEASURE THEIR COMPENSATION IS FAIR AND COMPARABLE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. THESE DOCUMENTS ARE ONLY AVAILABLE TO MEMBERS AND POSTED ON THE CLUB'S WEBSITE. FORM 990, PART IX, LINE 24E CAPITAL FUND EXPENSE 274,013. GENERAL AND ADMINSTRATIVE 197,090. FOOD & BEVERAGE 164,906. PROPERTY TAX 79,157. LOCKER ROOMS 25,199. SWIMMING POOL 8,951. PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR.