2026-06-24T11:52:11-05:00 2024-03-31 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2023-04-01 940837870 SAN JOSE COUNTRY CLUB SANJ 4082584901 15571 ALUM ROCK AVE SAN JOSE CA 95127 RON WERNER TREASURER 4082584901 2026-05-28 1 1 SCOTT WATTERS P01246213 4082877911 2023 2025-03-06 01:10:19Z X CHARLES GILLINGHAM 15571 ALUM ROCK AVE SAN JOSE CA 95127 8827899 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. 9 9 162 29 671389 10113 0 0 5012680 6312562 114 -25085 2279735 1706507 7292529 7993984 0 0 0 0 4230912 4764475 0 0 0 3548481 3588264 7779393 8352739 -486864 -358755 7883653 9097113 2503564 4075779 5380089 5021334 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 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 21 0 1 162 1 1 1 0 0 0 1 1 152001 838619 0 0 0 X 9 9 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 TIM DE KAY PRESIDENT 2.00 X X 0 0 0 CHUCK GILLINGHAM VICE PRESIDENT 2.00 X X 0 0 0 JOAO FREITAS SECRETARY 2.00 X X 0 0 0 RON WERNER TREASURER 2.00 X X 0 0 0 STEVE MARTIN DIRECTOR 2.00 X 0 0 0 BRANDON BAIN DIRECTOR 2.00 X 0 0 0 RAYMOND SHACKELFORD DIRECTOR 2.00 X 0 0 0 LEANNE DAMIANI DIRECTOR 2.00 X 0 0 0 TOM ZIPSE DIRECTOR 2.00 X 0 0 0 LLOYD MARTINDALE GENERAL MANAGER 40.00 X 245000 0 14824 DANIEL FISHER ASST. GENERAL MGR 40.00 X 160000 0 4733 PARKER RAY COURSE SUPERINTENDENT 40.00 X 174225 0 1389 JOSEPH CALHOUN HEAD GOLF PRO 40.00 X 175000 0 0 JOSE CADENAS EXECUTIVE CHEF 40.00 X 108000 0 11472 DANIEL LO CONTROLLER 40.00 X 133000 0 3110 RICKY WASHINGTON FOOD & BEV DIRECTOR 40.00 X 110000 0 7737 1105225 0 43265 7 0 1 0 HYO J KIM70-30 GOLF ACADEMY 15571 ALUM ROCK AVE SAN JOSE CA 95127 GOLF LESSONS TO MEMBERS 186318 1 MEMBERSHIP DUES & ASSESSMENTS 713910 5341244 5341244 GOLF FEES 713910 596933 318175 278758 GOLF CARTS 713910 326712 324328 2384 LOCKER ROOM 713910 38040 38040 SWIM FEES 713910 9633 7610 2023 6312562 13724 13724 38809 -38809 -38809 -38809 1806861 795106 1011755 637255 374500 CAPITAL DUES 713910 440907 440907 INITIATION AND TRANSFER FEES 713910 152001 152001 UNSPENT MINIMUM 713910 73174 73174 28670 28670 694752 7993984 7361404 671389 -38809 X 662628 3374399 387486 339962 30251 418761 117298 GOLF COURSE 1370028 PRO SHOP/GOLF CARTS 476023 GENERAL AND ADMINSTRATI 314041 CLUBHOUSE 310434 551428 8352739 339280 -9618 1230207 1061043 765006 924507 174885 169507 34770 39776 14549836 8151485 5195497 6398351 144008 513547 7883653 9097113 1422995 1517016 636788 737853 0 1100000 443781 720910 2503564 4075779 X 5380089 5021334 5380089 5021334 7883653 9097113 -358755 0 X X 0 1 X 1 0 260000 260000 7127734 2227485 4900249 3725856 3296210 429646 3436246 2627790 808456 6398351 RIGHT OF USE ASSETS OPERATING LEASES, NET 513547 513547 FINANCE LEASE OBLIGATIONS 207007 OPERATING LEASE OBLIGATIONS 513903 720910 X 8789090 795106 795106 7993984 0 7993984 9147845 795106 795106 8352739 0 8352739 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 215000 0 30000 0 0 0 2165 0 12659 0 259824 0 0 0 PARKER RAY COURSE SUPERINTENDENT 162225 0 12000 0 0 0 0 0 1389 0 175614 0 0 0 JOSEPH CALHOUN HEAD GOLF PRO 165000 0 10000 0 0 0 0 0 0 0 175000 0 0 0 DANIEL FISHER ASST. GENERAL MGR 150000 0 10000 0 0 0 0 0 4733 0 164733 0 0 0 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 MAINTENANCE 189,310. FOOD & BEVERAGE 151,697. CAPITAL FUND EXPENSE 82,584. PROPERTY TAX 81,283. SWIMMING POOL 24,563. LOCKER ROOMS 21,991. PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR. AMENDED RETURN AN AMENDED RETURN IS BEING FILED TO REPORT ACCURATE FINANCIAL AMOUNTS ON RETURN. AUDITED FINANCIAL STATEMENTS WERE FINALIZED AFTER THE ORIGINAL FILING OF FORM 990 AND THE AMENDED RETURN REFLECTS THESE CHANGES. AMENDED SECTIONS INCLUDE: PART I - SUMMARY PART VIII - STATEMENT OF REVENUE PART IX - STATEMENT OF FUNCTIONAL EXPENSES PART X - BALANCE SHEET PART XI - RECONCILIATION OF NET ASSETS SCH D PART XI AND XII - RECONCILIATION OF AUDITED FINANCIAL STATEMENT