2024-02-15T08:55:25-06:00 2023-03-31 390859910 BAKER TILLY US LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2022-04-01 410453357 OAK RIDGE COUNTRY CLUB OAKR 9529357721 700 OAK RIDGE ROAD HOPKINS MN 55305 JASON SONDELL PRESIDENT 9529357721 2024-02-14 1 JASON SONDELL 999009999 1 KAREN A GRIES P00078514 6128764500 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW GRIMM 700 OAK RIDGE ROAD HOPKINS MN 55305 9150350 0 X WWW.OAKRIDGECOUNTRYCLUB.NET X 1990 MN OAK RIDGE WAS FOUNDED AS A JEWISH COUNTRY CLUB IN 1921. TODAY WE PROVIDE THE BEST OF SPORT, DINING AND SOCIAL INTERACTION, DEFINED BY CAMARADERIE, PROGRESSIVE PROGRAMMING, SUPERB STAFF AND FACILITIES. 16 16 259 14 545405 0 0 0 5899635 6152682 47595 191 2228008 1524560 8175238 7677433 0 0 0 0 4085874 5159026 0 0 0 3186461 4054791 7272335 9213817 902903 -1536384 13821924 13429855 10644237 11788552 3177687 1641303 OAK RIDGE, FOUNDED AS A JEWISH COUNTRY CLUB IN 1921, EXISTS TODAY TO PROVIDE PREMIUM AMENITIES AND EXPERIENCES TO A DIVERSE MEMBERSHIP. 0 0 ESTABLISHED IN 1921, OUR CHAMPIONSHIP GOLF COURSE HAS BEEN HOST TO MANY TOURNAMENTS, BOTH AMATEUR AND PROFESSIONAL. OUR FACILITIES ALSO INCLUDE MULTIPLE DINING AREAS, AN OUTDOOR SWIMMING POOL, FITNESS CENTER, FOUR HAR-TRU AND ONE HARD TENNIS COURT. OUR BANQUET FACILITIES CAN ACCOMMODATE UP TO 325 PEOPLE FOR SPECIAL EVENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 259 1 1 1 0 0 0 0 223875 890418 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 0 1 1 0 0 1 1 1 0 X JESSICA JOHNSON 9529357721 700 OAK RIDGE ROAD HOPKINS MN 55305 STEVE SCHACHTMAN PRESIDENT 1.00 X X 0 0 0 BLAKE APPELHOF VICE PRESIDENT 1.00 X X 0 0 0 JASON SONDELL TREASURER 1.00 X X 0 0 0 KARA FRANK SECRETARY 1.00 X X 0 0 0 ANDREW TODD DIRECTOR 1.00 X 0 0 0 BRETT HELTNE DIRECTOR 1.00 X 0 0 0 CINDY KANTER DIRECTOR 1.00 X 0 0 0 DREW ZAMANSKY DIRECTOR 1.00 X 0 0 0 ELLYN WOLFENSON DIRECTOR 1.00 X 0 0 0 GARY SINGER DIRECTOR 1.00 X 0 0 0 GUS KELLOM DIRECTOR 1.00 X 0 0 0 HOWARD CHANNEN DIRECTOR 1.00 X 0 0 0 JOE GLEASON DIRECTOR 1.00 X 0 0 0 LINDA KETOVER DIRECTOR 1.00 X 0 0 0 MOLLY RUTZICK DIRECTOR 1.00 X 0 0 0 RAVI NORMAN DIRECTOR 1.00 X 0 0 0 JAKE HAWLEY GENERAL MANAGER 40.00 X 185928 0 5611 WENDY ROBINSON DIRECTOR OF BUSINESS ADMIN 40.00 X 114218 0 12464 JAMIE GLEASON CHIEF FINANCIAL OFFICER 40.00 X 42965 0 0 PAUL RUFFINO INTERIM GENERAL MANAGER/ COO 40.00 X 0 0 0 TODD KRANZ DIRECTOR OF AGRONOMY 40.00 X 154425 0 7889 KELLIE HOINESS DIRECTOR OF GOLF 40.00 X 140198 0 8718 TIM JONES EXECUTIVE CHEF 40.00 X 100452 0 6894 BARBARA MEYER DIRECTOR OF TENNIS 40.00 X 100461 0 0 838647 0 41576 6 0 1 0 0 DUES AND ASSESSMENTS 713910 4905219 4905219 GREEN FEES 713910 697612 646552 51060 INITIATION FEES 713910 223875 223875 GOLF CART RENTALS 713910 222267 204025 18242 RANGE, POOL, TENNIS 713910 103709 103709 6152682 191 191 2980134 1472917 1507217 1031305 475912 EE RETENTION CREDIT 900099 17343 17343 17343 7677433 7114685 545405 17343 318222 4249607 162020 429177 4291 359048 40017 20813 482609 119167 461854 96257 331348 849932 160052 INCOME TAX EXPENSE 1060 GOLF COURSE MAINTENANCE 852945 ENTERTAINMENT & EVENTS 129913 MISCELLANEOUS 127572 17913 9213817 1753425 110759 813001 905820 199304 361278 61945 306855 21069755 10608223 10617969 10461532 376280 1283611 13821924 13429855 841330 1265627 296062 341278 7797049 8325474 1709796 1856173 10644237 11788552 X 3177687 1641303 3177687 1641303 13821924 13429855 -1536384 0 X 0 1 X 0 0 684628 684628 9889713 4689379 5200334 8304606 5462808 2841798 2190808 456036 1734772 10461532 MORTGAGE RESERVE ACCOUNT 1012122 RIGHT OF USE ASSET 271489 1283611 CAPITAL LEASE OBLIGATION 272500 REDEEMABLE EQUITY 1583673 1856173 X 9150350 0 9150350 -1472917 -1472917 7677433 10686734 1472917 1472917 9213817 0 9213817 PART X, LINE 2: THE CLUB HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE; SUCH ORGANIZATIONS ARE SUBJECT TO TAX ON THEIR UNRELATED BUSINESS TAXABLE INCOME. THE PROVISION FOR INCOME TAXES FOR THE YEARS ENDED MARCH 31, 2023 AND 2022 WAS NOT SIGNIFICANT. THE CLUB IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. IN THE EVENT OF ANY FUTURE TAX ASSESSMENTS, THE CLUB HAS ELECTED TO RECORD THE INCOME TAXES AND ANY RELATED INTEREST AND PENALTIES AS INCOME TAX EXPENSE ON THE CLUB'S STATEMENTS OF ACTIVITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,472,917. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,472,917. X X 0 0 0 JAKE HAWLEY GENERAL MANAGER 164999 0 16500 0 4429 0 5611 0 0 0 191539 0 0 0 TODD KRANZ DIRECTOR OF AGRONOMY 112419 0 14063 0 27943 0 3498 0 4391 0 162314 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE OAK RIDGE COUNTRY CLUB SHALL BE PERSONS OF GOOD MORAL CHARACTER, OF LEGAL AGE AND CONTINUALLY RESPONSIVE TO HIS OR HER COMMUNAL OBLIGATIONS. THE MEMBERS HAVE THE RIGHT TO VOTE AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE MEMBERS OF THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS VOTE ON ANY ASSESSMENT IN EXCESS OF $1,390 FOR GOLF MEMBERS AND $903.50 FOR SOCIAL MEMBERS DURING ANY ONE YEAR. THIS ANNUAL ASSESSMENT CAP AUTOMATICALLY INCREASES BY $30 FOR REGULAR MEMBERS AND $19.50 FOR SOCIAL MEMBERS EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT FOR INTERNAL REVIEW. ONCE COMPLETED, THE CHIEF FINANCIAL OFFICER THEN REVIEWS THE FINAL FORM BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12 ALL BOARD MEMBERS SIGN A PLEDGE THAT STATES THEY ARE TO AVOID CONFLICTS OF INTEREST BETWEEN THEIR POSITION AS A BOARD MEMBER AND THEIR PERSONAL LIFE. IF SUCH CONFLICT DOES ARISE, THEY WILL DECLARE THAT CONFLICT BEFORE THE BOARD AND REFRAIN FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES OFFICERS COMPENSATION BY REVIEW OF A WRITTEN EMPLOYMENT CONTRACT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 OAK RIDGE COUNTRY CLUB WILL PROVIDE DOCUMENTS FOR MEMBER INSPECTION UPON REQUEST.