Nonprofit · EIN 91-6068352
TAM O SHANTER INC
Tax-exempt · BELLEVUE, WA 98008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,816,835 | $3,013,762 | -$196,927 | $4,897,570 | $2,454,072 | $2,443,498 |
| December 31, 2024 | 990 | $3,692,310 | $3,268,156 | $424,154 | $4,946,643 | $2,306,218 | $2,640,425 |
| December 31, 2023 | 990 | $3,369,009 | $3,225,863 | $143,146 | $4,580,449 | $2,364,178 | $2,216,271 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,317,702
- Investment income
- $27,108
- Net income from sales of inventory
- $472,025
- Other revenue
- $472,025
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,108,043
- Salaries, compensation and benefits (total)
- $1,108,043
- Professional fundraising fees
- $0
- Legal fees
- $49,374
- Depreciation
- $313,205
- Program services (functional)
- $2,851,201
- Management and general (functional)
- $162,561
Balance sheet and other
- Total assets, start of year
- $4,946,643
- Total assets, end of year
- $4,897,570
- Total liabilities, end of year
- $2,454,072
- Net assets, end of year
- $2,443,498
- Land, buildings and equipment
- $3,124,335
- Net assets without donor restrictions
- $2,416,390
- Net assets with donor restrictions
- $27,108
- Gross unrelated business income
- $57,416
- Gross receipts
- $3,150,881
- Employees
- 35
- Volunteers
- 44
- Year formed
- 1965
- State of legal domicile
- WA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIGUEL AGUALLO | MULLIGANS DE Highest-paid employee | 40 | $133,423 |
| THOMAS FRETS | GENERAL MANA Highest-paid employee | 40 | $129,772 |
| ADAM MURTAUGH | GOLF COURSE Highest-paid employee | 40 | $127,580 |
| JUSTIN JOHANNSEN | MULLIGANS DE Highest-paid employee | 40 | $113,440 |
| BRYAN TUPPER | PRO SHOP DEP Highest-paid employee | 40 | $109,048 |
| BRUCE CANCILLA | DIRECTOR Trustee or director | 0.5 | $0 |
| DOUNG CLEMENTS | DIRECTOR Trustee or director | 0.5 | $0 |
| MATT DYOR | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF HIGGINS | DIRECTOR Trustee or director | 0.5 | $0 |
| BLAKE THOENSEN | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK GREGOV | SECRETARY Officer | 0.5 | $0 |
| STEVE LORENZ | PRESIDENT Officer | 0.5 | $0 |
| TIM MORIARTY | VICE PRESIDE Officer | 0.5 | $0 |
| KIM TERHAAR | TREASURER Officer | 0.5 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS FRETS | GENERAL MANA Highest-paid employee | 40 | $121,701 |
| THOMAS FRETS | GENERAL MANA Highest-paid employee | 40 | $121,701 |
| MIGUEL AGUALLO | MULLIGANS DE Highest-paid employee | 40 | $120,612 |
| ADAM MURTAUGH | GOLF COURSE Highest-paid employee | 40 | $111,519 |
| JUSTIN JOHANSEN | MULLIGANS DE Highest-paid employee | 40 | $105,719 |
| MATT AITKEN | DIRECTOR Trustee or director | 0.5 | $0 |
| REBECCA CAMPBELL | DIRECTOR Trustee or director | 0.5 | $0 |
| STEVE LORENZ | DIRECTOR Trustee or director | 0.5 | $0 |
| ED NIGHTINGALE | DIRECTOR Trustee or director | 0.5 | $0 |
| KAREN REED | DIRECTOR Trustee or director | 0.5 | $0 |
| BLAKE THOENSEN | DIRECTOR Trustee or director | 0.5 | $0 |
| SARAH WRIGHT | DIRECTOR Trustee or director | 0.5 | $0 |
| MATT DYOR | SECRETARY Officer | 0.5 | $0 |
| MARC LAURICELLA | VICE PRESIDE Officer | 0.5 | $0 |
| KIM TERHAAR | TREASURER Officer | 0.5 | $0 |
| BROOK WALKER | PRESIDENT Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIGUEL AGUALLO | MULLIGANS DE Highest-paid employee | 40 | $128,629 |
| THOMAS FRETS | GENERAL MANA Highest-paid employee | 40 | $114,873 |
| ADAM MURTAUGH | GOLF COURSE Highest-paid employee | 40 | $104,416 |
| JUSTIN JOHANSEN | MULLIGANS DE Highest-paid employee | 40 | $100,398 |
| MATT AITKEN | DIRECTOR Trustee or director | 0.5 | $0 |
| MIKE BESSENYEY | DIRECTOR Trustee or director | 0.5 | $0 |
| REBECCA CAMPBELL | DIRECTOR Trustee or director | 0.5 | $0 |
| RICK CRATE | DIRECTOR Trustee or director | 0.5 | $0 |
| KAREN REED | DIRECTOR Trustee or director | 0.5 | $0 |
| BLAKE THOENSEN | DIRECTOR Trustee or director | 0.5 | $0 |
| TOM TRAHAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF WELLS | DIRECTOR Trustee or director | 0.5 | $0 |
| SARAH WRIGHT | DIRECTOR Trustee or director | 0.5 | $0 |
| MATT DYOR | SECRETARY Officer | 0.5 | $0 |
| MARC LAURICELLA | VICE PRESIDE Officer | 0.5 | $0 |
| KIM TERHAAR | TREASURER Officer | 0.5 | $0 |
| BROOK WALKER | PRESIDENT Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1313 183RD AVE NE, BELLEVUE, WA 98008-3439
- In care of
- % IRINE GILMAN
- Principal officer (990 for 2025)
- STEVE LORENZ, 1313 183RD AVE NE, BELLEVUE, WA 98008
- Signed the 990
- THOMAS FRETS, GENERAL MANAGER
- Phone
- (425) 746-3855
- Website
- TAMOSHANTER.NET
- Return prepared by
- NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC
Mission
TAM O'SHANTER, INC. IS A HOMEOWNERS ASSOCIATION ORGANIZED TO PROVIDE FACILITIES MANAGEMENT AND RELATED SERVICES FOR THE BENEFIT OF OUR MEMBERS.
Program accomplishments
- TAM O'SHANTER, INC. IS A HOMEOWNERS ASSOCIATION ORGANIZED TO PROVIDE FACILITIES MANAGEMENT AND RELATED SERVICES FOR THE BENEFIT OF OUR MEMBERS.
- TAM O'SHANTER, INC. IS A HOMEOWNERS ASSOCIATION ORGANIZED TO PROVIDE FACILITIES MANAGEMENT AND RELATED SERVICES FOR THE BENEFIT OF OUR 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-6068352
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,897,570
- Income (IRS master file)
- $3,150,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,816,835 | $3,013,762 | $4,897,570 | XML |
| 990 | December 2024 | $3,692,310 | $3,268,156 | $4,946,643 | XML |
| 990 | December 2023 | $3,369,009 | $3,225,863 | $4,580,449 | XML |
| 990 | December 2022 | $2,580,005 | $2,678,058 | $4,348,725 | 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 91-6068352).
Questions about TAM O SHANTER INC
- What is the EIN of TAM O SHANTER INC?
- The employer identification number (EIN) of TAM O SHANTER INC is 91-6068352.
- Is TAM O SHANTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1967.
- Are donations to TAM O SHANTER INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TAM O SHANTER INC 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 TAM O SHANTER INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TAM O SHANTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TAM O SHANTER INC?
- The 990 for the year ended December 31, 2025 names STEVE LORENZ.
- Who are the officers and directors of TAM O SHANTER INC?
- The 990 for the year ended December 31, 2025 lists 14 people; 5 received compensation from the organization, the highest $133,423 (MIGUEL AGUALLO, MULLIGANS DE).
- How much revenue does TAM O SHANTER INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,816,835, expenses of $3,013,762 and total assets of $4,897,570 at year end.
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