Nonprofit · EIN 59-2369514
OAKS CLUB CORPORATION
Tax-exempt · OSPREY, FL 34229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $23,269,036 | $23,371,981 | -$102,945 | $54,388,676 | $19,837,502 | $34,551,174 |
| September 30, 2024 | 990 | $15,999,216 | $15,080,097 | $919,119 | $54,491,370 | $21,773,812 | $32,717,558 |
| December 31, 2023 | 990 | $19,378,556 | $19,016,209 | $362,347 | $46,239,717 | $16,372,930 | $29,866,787 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $17,319,186
- Investment income
- $310,219
- Net gain from sales of assets
- -$32,682
- Net income from sales of inventory
- $1,639,175
- Other revenue
- $5,639,631
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $7,468,548
- Salaries, compensation and benefits (total)
- $9,155,042
- Professional fundraising fees
- $0
- Depreciation
- $3,745,798
Balance sheet and other
- Total assets, start of year
- $54,491,370
- Total assets, end of year
- $54,388,676
- Total liabilities, end of year
- $19,837,502
- Net assets, end of year
- $34,551,174
- Land, buildings and equipment
- $38,702,468
- Net assets without donor restrictions
- $34,551,174
- Gross unrelated business income
- $546,143
- Gross receipts
- $25,210,453
- Employees
- 231
- Volunteers
- 100
- Year formed
- 1984
- State of legal domicile
- FL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRUCE ZAHN | GM/COO (THROUGH 9/15) Officer | 40 | $567,910 | $33,403 |
| HOLLY FARRELL | ASSISTANT GM (THROUGH 9/15)/GM/COO (AS OF 9/15) Officer | 40 | $363,796 | $28,375 |
| GREGORY JACK | DIRECTOR OF GREENS AND GROUNDS Highest-paid employee | 40 | $265,533 | $30,133 |
| STEVEN KURTZ | DIRECTOR OF GOLF Highest-paid employee | 40 | $262,776 | $29,521 |
| KIRSTY TAYLOR | DIRECTOR OF FINANCE Key employee | 40 | $258,874 | $26,014 |
| JAMES PAMPINELLA | EXECUTIVE CHEF Highest-paid employee | 40 | $213,596 | $8,285 |
| ANDREW SIROTA | DIRECTOR OF RACQUET SPORTS Highest-paid employee | 40 | $195,352 | $16,796 |
| LYNNRAE ALLAIN | HUMAN RESOURCES DIRECTOR Highest-paid employee | 40 | $134,209 | $25,357 |
| KAREN ORR | PRESIDENT Trustee or director, Officer | 6.5 | $0 | $0 |
| JOSEPH HENRY | VICE PRESIDENT Trustee or director, Officer | 6.5 | $0 | $0 |
| WENDY LAHOOD | SECRETARY (THROUGH 3/25) Trustee or director, Officer | 6.5 | $0 | $0 |
| STEPHEN BLOWERS | TREASURER (THROUGH 3/25) Trustee or director, Officer | 6.5 | $0 | $0 |
| DONALD GRIMES | BOARD MEMBER (THROUGH 3/25)/SECRETARY (AS OF 4/25) Trustee or director, Officer | 6.5 | $0 | $0 |
| ANNE LOCKIE | TREASURER (AS OF 4/25) Trustee or director, Officer | 6.5 | $0 | $0 |
| ERIC SMITH | BOARD MEMBER (THROUGH 3/25) Trustee or director | 6.5 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES SAPPINGTON | BOARD MEMBER Trustee or director | 6.5 | $0 |
| MICHAEL HAGAN | BOARD MEMBER (THROUGH 3/25) Trustee or director | 6.5 | $0 |
| JAMES ROONEY | BOARD MEMBER Trustee or director | 6.5 | $0 |
| DR RICH CARNEVALE | BOARD MEMBER (AS OF 4/25) Trustee or director | 6.5 | $0 |
| RICHARD RILEY | BOARD MEMBER (AS OF 4/25) Trustee or director | 6.5 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ORR | BOARD MEMBER (THROUGH 3/24)/PRESIDENT (AS OF 4/24) Trustee or director, Officer | 6.5 | $0 |
| JOSEPH HENRY | BOARD MEMBER (THROUGH 3/24)/VICE PRESIDENT (AS OF Trustee or director, Officer | 6.5 | $0 |
| WENDY LAHOOD | BOARD MEMBER (THROUGH 3/24)/SECRETARY (AS OF 4/24) Trustee or director, Officer | 6.5 | $0 |
| STEPHEN BLOWERS | TREASURER Trustee or director, Officer | 6.5 | $0 |
| LOU RICHARDSON-RHYNE | PRESIDENT (THROUGH 3/24) Trustee or director, Officer | 6.5 | $0 |
| KENNETH FISCHL | SECRETARY (THROUGH 3/24) Trustee or director, Officer | 6.5 | $0 |
| ERIC SMITH | VICE PRESIDENT (THROUGH 3/24)/BOARD MEMBER (AS OF Trustee or director, Officer | 6.5 | $0 |
| JAMES SAPPINGTON | BOARD MEMBER Trustee or director | 6.5 | $0 |
| DONALD GRIMES | BOARD MEMBER (AS OF 4/24) Trustee or director | 6.5 | $0 |
| PAUL SCHACHTER | BOARD MEMBER (THROUGH 3/24) Trustee or director | 6.5 | $0 |
| MICHAEL HAGAN | BOARD MEMBER (AS OF 4/24) Trustee or director | 6.5 | $0 |
| JAMES ROONEY | BOARD MEMBER (AS OF 4/24) Trustee or director | 6.5 | $0 |
| BRUCE ZAHN | GM/COO (THROUGH 9/15) Officer | 40 | $0 |
| HOLLY FARRELL | ASSISTANT GM (THROUGH 9/15)/GM/COO (AS OF 9/15) Officer | 40 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRUCE ZAHN | GM/COO Key employee | 40 | $426,923 | $60,308 |
| HOLLY FARRELL | ASSISSTANT GENERAL MANAGER Highest-paid employee | 40 | $259,257 | $39,238 |
| GREGORY JACK | DIRECTOR OF GREENS AND GRO Highest-paid employee | 40 | $216,654 | $42,165 |
| STEVEN W KURTZ | DIRECTOR OF GOLF Highest-paid employee | 40 | $203,542 | $29,732 |
| TAYLOR KIRSTY | DIRECTOR OF FINANCE Key employee | 40 | $188,699 | $42,198 |
| LOU RICHARDSON-RHYNE | PRESIDENT Trustee or director, Officer | 6.5 | $0 | $0 |
| ALLISON COOKE KELLOGG | VICE PRESIDENT (THROUGH 3/23) Trustee or director, Officer | 6.5 | $0 | $0 |
| KENNETH FISCHL | SECRETARY Trustee or director, Officer | 6.5 | $0 | $0 |
| STEPHEN BLOWERS | TREASURER Trustee or director, Officer | 6.5 | $0 | $0 |
| PAUL SCHACHTER | BOARD MEMBER Trustee or director | 6.5 | $0 | $0 |
| WENDY LAHOOD | BOARD MEMBER Trustee or director | 6.5 | $0 | $0 |
| ERIC SMITH | VICE PRESIDENT (THROUGH 8/23)/BOARD MEMBER (AS OF Trustee or director, Officer | 6.5 | $0 | $0 |
| KAREN ORR | VICE PRESIDENT (AS OF 8/23) Trustee or director, Officer | 6.5 | $0 | $0 |
| JOSEPH HENRY | BOARD MEMBER (AS OF 4/23) Trustee or director | 6.5 | $0 | $0 |
| JAMES SAPPINGTON | BOARD MEMBER (AS OF 4/23) Trustee or director | 6.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 MACEWEN DR, OSPREY, FL 34229-9096
- Principal officer (990 for 2024)
- HOLLY FARRELL, 301 MACEWEN DR, OSPREY, FL 34229
- Signed the 990
- ANNE LOCKIE, TREASURER
- Phone
- (941) 966-2161
- Website
- HTTPS://THEOAKSCLUB.COM/
- Return prepared by
- RSM US LLP
Mission
THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE AND MAINTAIN A CLUB WHICH AFFORDS WORLD-CLASS GOLF, TENNIS, SOCIAL FACILITIES AND ACTIVITIES FOR THE BENEFIT AND USE OF ITS MEMBERS AND GUESTS.
Program accomplishments
- PROVIDING AND MAINTAINING THE CLUB FACILITIES FOR THE BENEFIT AND USEOF ITS MEMBERS.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 59-2369514
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N50)
- Assets (IRS master file)
- $54,388,676
- Income (IRS master file)
- $25,210,453
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $23,269,036 | $23,371,981 | $54,388,676 | XML |
| 990 | September 2024 | $15,999,216 | $15,080,097 | $54,491,370 | XML |
| 990 | December 2023 | $19,378,556 | $19,016,209 | $46,239,717 | XML |
| 990 | December 2022 | $18,355,537 | $17,247,625 | $43,704,990 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 59-2369514).
Questions about OAKS CLUB CORPORATION
- What is the EIN of OAKS CLUB CORPORATION?
- The employer identification number (EIN) of OAKS CLUB CORPORATION is 59-2369514.
- Is OAKS CLUB CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 2006.
- Are donations to OAKS CLUB CORPORATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OAKS CLUB CORPORATION 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 OAKS CLUB CORPORATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKS CLUB CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of OAKS CLUB CORPORATION?
- The 990 for the year ended September 30, 2025 names HOLLY FARRELL.
- Who are the officers and directors of OAKS CLUB CORPORATION?
- The 990 for the year ended September 30, 2025 lists 20 people; 8 received compensation from the organization, the highest $567,910 (BRUCE ZAHN, GM/COO (THROUGH 9/15)).
- How much revenue does OAKS CLUB CORPORATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $23,269,036, expenses of $23,371,981 and total assets of $54,388,676 at year end.
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