Nonprofit · EIN 94-1476241
LADERA OAKS INC
Tax-exempt · PORTOLA VALLY, CA 94028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,311,745 | $5,510,510 | -$198,765 | $10,616,425 | $866,088 | $9,750,337 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,233,011
- Investment income
- $80,351
- Net gain from sales of assets
- -$3,507
- Net income from sales of inventory
- -$1,809
- Other revenue
- -$1,617
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $415,810
- Other salaries and wages
- $1,531,368
- Salaries, compensation and benefits (total)
- $2,284,359
- Professional fundraising fees
- $0
- Accounting fees
- $51,243
- Occupancy
- $612,728
- Depreciation
- $1,283,104
Balance sheet and other
- Total assets, start of year
- $11,182,355
- Total assets, end of year
- $10,616,425
- Total liabilities, end of year
- $866,088
- Net assets, end of year
- $9,750,337
- Land, buildings and equipment
- $7,000,458
- Publicly traded securities
- $2,545,998
- Net assets without donor restrictions
- $9,750,337
- Gross unrelated business income
- $715,457
- Gross receipts
- $6,536,503
- Employees
- 107
- Volunteers
- 10
- Year formed
- 1958
- State of legal domicile
- CA
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATIE ELGAAEN | GENERAL MANAGER Officer | 40 | $212,439 | $30,669 |
| KEVIN KOPENSKI | FINANCE MANAGER Officer | 40 | $145,810 | $26,892 |
| RAY BILSEY | TENNIS PRO Highest-paid employee | 40 | $132,605 | $20,275 |
| PAUL CHARRETTE | PRESIDENT Trustee or director, Officer | 15 | $0 | $0 |
| MEERA SRIPATHY | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| STACEY CAPPS | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| TOM PAI | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| BRENDA LO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHY SUTHERLAND FINKLESTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA HALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT RITCHEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRES EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3249 ALPINE RD, PORTOLA VALLY, CA 94028-7522
- Principal officer (990 for 2024)
- KATIE ELGAAEN, 3249 ALPINE RD, PORTOLA VALLEY, CA 94028
- Signed the 990
- KEVIN KOPENSKI, CONTROLLER
- Phone
- (650) 854-3101
- Return prepared by
- PPCO ADVISORS LLC
Mission
AT LADERA OAKS, WE ARE COMMITTED TO BUILDING A STRONG COMMUNITY THROUGH HIGH-QUALITY AND COMPETITIVE SWIMMING, RACQUET SPORTS, AND FITNESS PROGRAMS. WE AIM TO PROVIDE A RELAXED AND FAMILY-FRIENDLY ATMOSPHERE WITH A UNIQUE VIBE THAT SUPPORTS PERSONAL GROWTH, HEALTHY LIVING, AND THE ENJOYMENT OF SPORTS. OUR GOAL IS TO OFFER EXCELLENT FACILITIES, EXPERT COACHING, AND A WELCOMING ENVIRONMENT FOR ALL AGES AND SKILL LEVELS.
Program accomplishments
- LADERA OAKS OFFERS HIGH QUALITY RECREATION AND COMPETITIVE SWIM, TENNIS AND FITNESS PROGRAMS IN A FUN, FAMILY-FRIENDLY ATMOSPHERE. WE OFFER LESSONS, CLINICS, CLASSES, COACHING, WORKOUTS AND TEAM OPPORTUNITIES AT EVERY LEVEL.
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 | Not 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
- 94-1476241
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N50)
- Assets (IRS master file)
- $10,616,425
- Income (IRS master file)
- $6,536,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $4,687,578 | $4,474,024 | $11,182,355 | IRS |
| 990 | December 2022 | $4,039,755 | $3,884,002 | $10,866,304 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LADERA OAKS INC
- What is the EIN of LADERA OAKS INC?
- The employer identification number (EIN) of LADERA OAKS INC is 94-1476241.
- Is LADERA OAKS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1963.
- Are donations to LADERA OAKS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LADERA OAKS 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 LADERA OAKS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LADERA OAKS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LADERA OAKS INC?
- The 990 for the year ended December 31, 2024 names KATIE ELGAAEN.
- Who are the officers and directors of LADERA OAKS INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 3 received compensation from the organization, the highest $212,439 (KATIE ELGAAEN, GENERAL MANAGER).
- How much revenue does LADERA OAKS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,311,745, expenses of $5,510,510 and total assets of $10,616,425 at year end.
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All nonprofits in PORTOLA VALLY · California · Recreation and sports