2026-09-02T13:23:48-05:00 2026-03-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP PO BOX 524 VALLEY FORGE PA 194810524 990 2025-04-01 250699130 OAKMONT COUNTRY CLUB OAKM 4128288000 1233 HULTON ROAD OAKMONT PA 15139 EDWARD J GREFENSTETTE TREASURER 4128288000 2026-09-02 1 P00359135 6107835772 2026-09-02 2025 EDWARD J GREFENSTETTE 1233 HULTON ROAD OAKMONT PA 15139 29031558 0 X WWW.OAKMONT-COUNTRYCLUB.ORG X 1904 PA THE ORGANIZATION PROVIDES RECREATIONAL AND SOCIAL BENEFITS / SERVICES FOR ITS MEMBERS. 13 13 339 13 4944801 4753821 2000000 34280 8463920 8249391 22872 8238 6676598 14955227 17163390 23247136 0 0 0 0 4745148 5494676 0 0 0 7469495 8599574 12214643 14094250 4948747 9152886 59071974 55349625 30956519 17870975 28115455 37478650 THE ORGANIZATION PROVIDES RECREATIONAL AND SOCIAL BENEFITS / SERVICES FOR ITS MEMBERS WHO INDIVIDUALLY DO NOT SHARE IN ANY NET EARNINGS FROM THE ORGANIZATION OF THE CLUB. 0 0 TAX EXEMPT CLUB ACTIVITIES 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 92 0 1 339 1 1 1 0 0 0 1 1 884281 4944801 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LUKE FISCHER 4128288000 1233 HULTON ROAD OAKMONT PA 15139 X JOHN W LYNCH PRESIDENT 1.00 X X 0 0 0 JOEL P ADAMS FORMER VICE PRESIDENT 1.00 X X 0 0 0 EDWARD J GREFENSTETTE TREASURER 1.00 X X 0 0 0 STEVE LEONE VICE PRESIDENT 1.00 X X 0 0 0 RICHARD BERGLUND GOVERNOR 1.00 X 0 0 0 FRED BROAD GOVERNOR 1.00 X 0 0 0 CHARLES A NETTLES SECRETARY 1.00 X X 0 0 0 E RONALD SALVITTI II GOVERNOR 1.00 X 0 0 0 STEVE THOMAS GOVERNOR 1.00 X 0 0 0 ANDREW SWANK GOVERNOR 1.00 X 0 0 0 JAY ADAMS GOVERNOR 1.00 X 0 0 0 BILL WATTS GOVERNOR 1.00 X 0 0 0 KEVIN MILLER GOVERNOR 1.00 X 0 0 0 ADAM PLETCHER FORMER GENERAL MANAGER 50.00 X 553236 0 49155 MIKE MCCORMICK GROUNDS SUPERINTENDENT 50.00 X 467979 0 48849 JAKE ADAMONIS EXECUTIVE CHEF 50.00 X 216104 0 21579 LUKE FISCHER CONTROLLER 50.00 X 200304 0 20631 VINCE DAVERSA ASST. GENERAL MANAGER 50.00 X 177470 0 10648 1615093 0 150862 5 0 1 0 0 34280 34280 MEMBERSHIP DUES 713910 7365110 7365110 INITIATION FEES 713910 884281 884281 8249391 8238 8238 88298 88298 1737796 605245 1132551 1132551 1132551 9491350 5179177 4312173 2730075 1582098 SPECIAL EVENTS, NET 900099 9422205 6156038 3266167 9422205 23247136 18268055 4944801 0 1615093 1615093 2825933 2825933 224383 224383 486935 486935 342332 342332 62043 62043 57740 57740 11121 11121 64618 64618 638007 638007 7496 7496 649835 649835 2854651 2854651 GROUNDS 1621108 1621108 GENERAL & ADMINISTRATIV 1085261 1085261 SECURITY / HOUSEKEEPING 572764 572764 CLUBHOUSE 502943 502943 471987 471987 14094250 14094250 0 0 144001 172694 6000000 0 2051945 2188785 831348 751458 5740077 2548564 72311260 23423773 44203455 48887487 17000 17000 84148 783637 59071974 55349625 1688429 2594664 13805826 1684079 15391422 12773036 70842 819196 30956519 17870975 X 28115455 37287930 190720 28115455 37478650 59071974 55349625 X 9152886 210309 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 512959 512959 15882274 7276484 8605790 7444746 5822884 1621862 48471281 10324405 38146876 48887487 INTEREST RATE SWAP LIABILITY 51253 OPERATING LEASE - ROU LIABILITY 767943 819196 X 0 1 X X X X X 1 0 0 ADAM PLETCHER FORMER GENERAL MANAGER 553236 0 0 0 0 0 20700 0 28455 0 602391 0 0 0 MIKE MCCORMICK GROUNDS SUPERINTENDENT 467979 0 0 0 0 0 20700 0 28149 0 516828 0 0 0 JAKE ADAMONIS EXECUTIVE CHEF 216104 0 0 0 0 0 13031 0 8548 0 237683 0 0 0 LUKE FISCHER CONTROLLER 200304 0 0 0 0 0 12083 0 8548 0 220935 0 0 0 VINCE DAVERSA ASST. GENERAL MANAGER 177470 0 0 0 0 0 10648 0 0 0 188118 0 0 0 PART I, LINE 1A SENIOR MANAGEMENT IS AUTHORIZED TO TAKE THEIR SPOUSES ON BUSINESS RELATED TRAVEL WHEN IT IS FOR A NATIONAL, ANNUAL MEETING FOR THEIR RESPECTIVE NATIONAL ORGANIZATIONS WHERE THE SPOUSES ARE ENCOURAGED TO PARTICIPATE. FORM 990, PART VI, SECTION A, LINE 6 OAKMONT COUNTRY CLUB IS INCORPORATED AS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS WHO HAVE FULL AUTHORITY TO ELECT THE MEMBERS OF THE GOVERNING BODY ARE THE FULL, ACTIVE MEMBERS OF THE CLUB. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD SHALL NOT SELL, ACQUIRE BY PURCHASE, MORTGAGE OR OTHERWISE DISPOSE OF, OR ENCUMBER ANY REAL ESTATE, UNLESS AND UNTIL A RESOLUTION AUTHORIZING THE SAME SHALL HAVE BEEN ASPPROVED BY A MAJORITY OF THE ELIGIBLE VOTING MEMBERS OF THE CLUB AT A REGULAR OR SPEICAL MEETING DULY CONVENED UPON PROPER NOTICE OF THIS PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD AUTHORIZED THE FINANCE COMMITTEE, PRIOR TO THE FILING OF THE FORM 990, TO REVIEW IN DETAIL THE FULL FORM 990 AND ALL ATTACHMENTS THERETO AND COMMUNICATE ITS FINDINGS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD OF GOVERNORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DIRECTLY AFFIRM, IN WRITING, THEIR COMPLIANCE WITH THE CLUB'S CONFLICT OF INTEREST POLICY. THE CONTROLLER OF THE CLUB HOLDS AND MAINTAINS THESE WRITTEN AFFIRMATIONS ON BEHALF OF THE SECRETARY OF THE CLUB. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S GENERAL MANAGER AND GROUNDS SUPERINTENDENT ARE RECOMMENDED TO THE COMPENSATION AND INSURANCE COMMITTEE BY THE HOUSE AND GROUNDS COMMITTEES RESPECTIVELY. THE DETERMINATION OF THE COMPENSATION IS BASED UPON AN EXAMINATION OF COMPARABLE COMPENSATION FOR SIMIARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITION AT SIMILARILY SITUATED ORGANIZATIONS. THE COMPENSATION AND INUSRANCE COMMITTTEE THEN FORWARDS THEIR RECOMMENDATION TOO THE BOARD OF GOVERNORS FOR THE BOARD'S FORMAL APPROVAL. THE COMPENSATION FOR ALL KEY EMPLOYEES ENTAILED AN EXAMINATION OF COMPARABLE COMPENSATION FOR SIMILARILY SITUATED ORGANIZATIONS. THESE REVIEWS ARE CONDUNCTED ANNUALLY BY THE GENERRAL MANAGER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: INCREASE/ DECREASE IN TEMPORARILY RESTRICTED NET ASSETS 190,720. INTREST RATE SWAP ADJUSTMENT 19,589. EAST COURSE INC 1233 HULTON ROAD OAKMONT PA 15139 251188540 PRIVATE GOLF COURSE PA OAKMONT COUNTRY CLUB C 89040 84251 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 EAST COURSE INC R 89040 CASH