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Nonprofit · EIN 52-1642692

THE CLUB FOUNDATION

Tax-exempt · ALEXANDRIA, VA 22314

Financials

$611K$509K2022$640K$558K2023$882K$671K2024
Revenue Expenses · by fiscal year end
Financials of THE CLUB FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$881,538$670,817$210,721$6,896,836$6,397$6,890,439
October 31, 2024990$639,679$557,966$81,713$6,180,671$0$6,180,671
October 31, 2023990$611,286$509,130$102,156$5,237,386$1,749$5,235,637
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$701,017
Program service revenue
$0
Investment income
$183,724
Net gain from sales of assets
$26,665
Net income from fundraising events
-$3,203
Other revenue
-$3,203

Expenses

Grants and similar amounts paid
$376,902
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$24,100
Travel
$11,635
Program services (functional)
$438,953
Management and general (functional)
$60,585
Fundraising (functional)
$171,279

Balance sheet and other

Total assets, start of year
$6,180,671
Total assets, end of year
$6,896,836
Total liabilities, end of year
$6,397
Net assets, end of year
$6,890,439
Publicly traded securities
$1,164,985
Net assets without donor restrictions
$4,495,973
Net assets with donor restrictions
$2,394,466
Gross receipts
$1,150,320
Employees
0
Volunteers
16
Year formed
1988
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFFREY D MORGAN FASAE CAEPRESIDENT
Officer
5$0$631,161$101,400
JASON TATECFO
Officer
5$0$245,545$28,475
LUANN GIOVANNELLI CCM CAMCHAIR
Trustee or director, Officer
2$0$0$0
TODD MARSH CCM CCEVICE CHAIR
Trustee or director, Officer
2$0$0$0
RANDY RUDER CCM CCETREASURER
Trustee or director, Officer
2$0$0$0
TERRA S H WALDRON CCM CCESECRETARY
Trustee or director, Officer
2$0$0$0
PAULA KELLY CCM CCEDIRECTOR
Trustee or director
2$0$0$0
VACHE HAGOPIANDIRECTOR
Trustee or director
2$0$0$0
FRED PALMER JRDIRECTOR
Trustee or director
2$0$0$0
ADAM HARRISDIRECTOR
Trustee or director
2$0$0$0
JANINE BUDZIUS CCM CCEDIRECTOR
Trustee or director
2$0$0$0
JOE MENDEZ CCM CCEDIRECTOR
Trustee or director
2$0$0$0
CHEIKHOU DIAGNEDIRECTOR
Trustee or director
2$0$0$0
RICHARD LAROCCA CCM CCEDIRECTOR
Trustee or director
2$0$0$0
BLAINE BURGESS CCM CCEDIRECTOR
Trustee or director
2$0$0$0
3 more people on this return
NameTitleHours / weekCompensation
KELLY WILLIAMS CCMDIRECTOR
Trustee or director
2$0
SUSAN SCHENKEL CCM CCEDIRECTOR
Trustee or director
2$0
JOSEPH KRENN CCM CCEDIRECTOR
Trustee or director
2$0
990 for the year ended October 31, 2024: 18 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFFREY D MORGAN FASAE CAEPRESIDENT
Trustee or director, Officer
5$0$628,768$78,089
JASON TATECFO
Officer
5$0$234,945$27,386
NICHOLAS J LAROCCACHAIRMAN
Trustee or director, Officer
2$0$0$0
LUANN GIOVANNELLI CCM CAMVICE CHAIRMAN
Trustee or director, Officer
2$0$0$0
RANDY RUDER CCM CCESECRETARY
Trustee or director, Officer
2$0$0$0
TODD MARSH CCM CCETREASURER
Trustee or director, Officer
2$0$0$0
MICHAEL SEABROOK CCM CCEDIRECTOR
Trustee or director
2$0$0$0
JOE OSWALDDIRECTOR
Trustee or director
2$0$0$0
FRED PALMER JRDIRECTOR
Trustee or director
2$0$0$0
ADAM HARRISDIRECTOR
Trustee or director
2$0$0$0
JANINE BUDZIUS CCM CCEDIRECTOR
Trustee or director
2$0$0$0
TERRA S H WALDRON CCM CCEDIRECTOR
Trustee or director
2$0$0$0
JOE MENDEZ CCM CCEDIRECTOR
Trustee or director
2$0$0$0
CHEIKHOU DIAGNEDIRECTOR
Trustee or director
2$0$0$0
RICHARD LAROCCA CCM CCEDIRECTOR
Trustee or director
2$0$0$0
BLAINE BURGESS CCM CCEDIRECTOR
Trustee or director
2$0$0$0
KELLY WILLIAMS CCMDIRECTOR
Trustee or director
2$0$0$0
SUSAN SCHENKEL CCM CCEDIRECTOR
Trustee or director
2$0$0$0
990 for the year ended October 31, 2023: 18 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFFREY D MORGAN FASAE CAEPRESIDENT
Officer
5$0$633,027$73,055
NICHOLAS J LAROCCACHAIRMAN
Trustee or director, Officer
2$0$0$0
LUANN GIOVANNELLI CCM CAMVICE CHAIRMAN
Trustee or director, Officer
2$0$0$0
RANDY RUDER CCM CCESECRETARY
Trustee or director, Officer
2$0$0$0
TIMOTHY P MINAHAN CCM CCESECRETARY THRU 11/2023
Trustee or director, Officer
2$0$0$0
TODD MARSH CCM CCETREASURER
Trustee or director, Officer
2$0$0$0
MICHAEL SEABROOK CCM CCEDIRECTOR
Trustee or director
2$0$0$0
JOE OSWALDDIRECTOR
Trustee or director
2$0$0$0
ELISHA CICERONE CCMDIRECTOR
Trustee or director
2$0$0$0
FRED PALMER JRDIRECTOR
Trustee or director
2$0$0$0
ADAM HARRISDIRECTOR
Trustee or director
2$0$0$0
MITCHELL S PLATT MCM CCEDIRECTOR
Trustee or director
2$0$0$0
TERRA S H WALDRON CCM CCEDIRECTOR
Trustee or director
2$0$0$0
JOE MENDEZ CCM CCEDIRECTOR
Trustee or director
2$0$0$0
CHEIKHOU DIAGNEDIRECTOR
Trustee or director
2$0$0$0
RICHARD LAROCCA CCM CCEDIRECTOR
Trustee or director
2$0$0$0
BLAINE BURGESS CCM CCEDIRECTOR
Trustee or director
2$0$0$0
KELLY WILLIAMS CCMDIRECTOR
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
1733 KING ST, ALEXANDRIA, VA 22314-2720
Principal officer (990 for 2024)
JEFFREY D MORGAN, 1733 KING STREET, ALEXANDRIA, VA 22314
Signed the 990
JASON TATE, CHIEF FINANCIAL OFFICER
Phone
(703) 739-9500
Return prepared by
RSM US LLP

Mission

THE CLUB FOUNDATION WAS FORMED FOR CHARITABLE AND EDUCATIONAL PURPOSES TO FOSTER INTELLECTUAL EXCELLENCE IN THE FIELD OF CLUB MANAGEMENT. THIS PURPOSE IS ACHIEVED BY AWARDING SCHOLARSHIPS OR RESEARCH GRANTS TO INDIVIDUALS AND BY MAKING GIFTS OR CONTRIBUTIONS. THE FOUNDATION'S MISSION IS TO SUPPORT THE ADVANCEMENT OF THE CLUB MANAGEMENT PROFESSION THROUGH FUNDING OF EDUCATIONAL AND TRAINING OPPORTUNITIES FOR CLUB MANAGERS AND STUDENTS AND TO SERVE AS A VEHICLE TO COORDINATE AND DISSEMINATE INFORMATION OF MUTUAL INTEREST TO PRIVATE CLUBS, RESTAURANTS, HOTELS AND OTHER SECTORS OF THE GOLF, AND HOSPITALITY INDUSTRIES.

990 for the year ended October 31, 2025

Program accomplishments

  • AWARDED SCHOLARSHIPS AND GRANTS TO EDUCATIONAL INSTITUTIONS, STUDENTS AND FACULTY FOR THE PURPOSE OF STUDY AND RESEARCH IN THE FIELD OF CLUB MANAGEMENT.
    Expenses $438,953 · grants $376,902

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
52-1642692
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1989
Accounting year ends
October
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B820)
Assets (IRS master file)
$6,896,836
Income (IRS master file)
$1,150,320

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$881,538$670,817$6,896,836XML
990October 2024$639,679$557,966$6,180,671XML
990October 2023$611,286$509,130$5,237,386XML
990October 2022$1,163,107$497,653$5,121,192IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1642692).

Questions about THE CLUB FOUNDATION

What is the EIN of THE CLUB FOUNDATION?
The employer identification number (EIN) of THE CLUB FOUNDATION is 52-1642692.
Is THE CLUB FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to THE CLUB FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE CLUB FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE CLUB FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CLUB FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of THE CLUB FOUNDATION?
The 990 for the year ended October 31, 2025 names JEFFREY D MORGAN.
Who are the officers and directors of THE CLUB FOUNDATION?
The 990 for the year ended October 31, 2025 lists 18 people; 0 received compensation from the organization.
How much revenue does THE CLUB FOUNDATION have?
On its 990 for the year ended October 31, 2025 it reported revenue of $881,538, expenses of $670,817 and total assets of $6,896,836 at year end.

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