2025-11-03T19:03:29-06:00 2024-12-31 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2024-01-01 940735460 ORINDA COUNTRY CLUB ORIN 9252544313 315 CAMINO SOBRANTE ORINDA CA 94563 BRIAN THOMAS GENERAL MANAGER 9252544313 2025-11-03 1 1 SCOTT WATTERS P01246213 4082877911 2024 2025-03-06 01:10:19Z BRIAN THOMAS 315 CAMINO SOBRANTE ORINDA CA 94563 19081740 0 X WWW.ORINDACC.ORG X 1924 CA TO BIND ITS MEMBERS TOGETHER BY A COMMON OBJECTIVE DIRECTED AT PLEASURE AND RECREATION. 10 10 295 10 339663 15917 0 0 10735640 11502995 12854 -97140 5672881 5698193 16421375 17104048 0 0 0 0 9155278 10030741 0 0 0 6428698 6491784 15583976 16522525 837399 581523 32352860 34931333 6790606 8787556 25562254 26143777 X THE ORGANIZATION IS AN EXEMPT SOCIAL CLUB UNDER IRC SECTION 501(C)(7) WHOSE PROGRAM SERVICE ACTIVITIES ARE ORGANIZED & OPERATED SUBSTANTIALLY FOR THE PLEASURE & RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE CLUB ARE RELATED TO THE PURPOSE OF PROVIDING SOCIAL & RECREATIONAL BENEFITS TO ITS MEMBERS. 0 0 SOCIAL AND RECREATION PROGRAMS. SEE ORGANIZATION MISSION. 0 0 0 0 0 0 0 0 0 1 0 0 1 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 1 139 0 1 295 1 0 0 0 0 1 1 1531372 557758 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X MARY CLANCY 9252544313 315 CAMINO SOBRANTE ORINDA CA 94563 PATRICK DUNNE PRESIDENT 2.00 X X 0 0 0 ALEXANDER DUFF SECRETARY 2.00 X X 0 0 0 GREGORY ANSEL TREASURER 2.00 X X 0 0 0 DEAN ORR DIRECTOR 2.00 X 0 0 0 KIRSTEN LARSEN DIRECTOR 2.00 X 0 0 0 THOMAS SIMMONS DIRECTOR 2.00 X 0 0 0 TARA SHAMIA DIRECTOR 2.00 X 0 0 0 CYNTHIA PEARSON DIRECTOR 2.00 X 0 0 0 MATT HEGARTY IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 BRIAN THOMAS GEN. MANAGER 40.00 X 338582 0 56111 JOSHUA SMITH HEAD OF GOLF MAINTENANCE 40.00 X 214371 0 53661 KYLE THORNBURG HEAD GOLF PRO 40.00 X 210098 0 20357 THAYER JOHNSON HEAD CHEF 40.00 X 183140 0 37459 TYLER BROWNE HEAD OF RS&F 40.00 X 202313 0 22243 MARY SUZUKI ASSISTANT GM 40.00 X 210081 0 35887 1358585 0 225718 7 0 1 0 0 MEMBERSHIP OPERATING DUES 713910 9332867 9332867 AQUATICS AND TENNIS 713910 1010274 1010274 GREEN & CART FEES 713910 868976 825064 43912 LOCKER RENTAL 713910 123236 123236 FITNESS CENTER AND JR CLUBHOUSE 713910 119323 119323 48319 48319 11502995 21585 21585 4000 122725 -118725 -118725 -118725 4658559 1854967 2803592 2529426 274166 TRANSFER FEES 713910 1531372 1531372 FACILITIES ASSESSMENT 713910 486835 486835 CAPITAL IMPROVEMENT CHARGE 713910 446168 446168 430226 430226 2894601 17104048 16883110 339663 -118725 X 394693 7242426 92843 2300779 163783 1539467 562794 GOLF COURSE AND SNACK B 1105637 ADMINISTRATIVE AND GENE 965747 ACTIVITIES 425864 UTILITIES 410115 1318377 16522525 2031045 1137070 515860 1543482 1543654 413470 404814 238500 169376 47696135 22401757 22238145 25294378 5888218 5866181 32352860 34931333 409086 1256477 854885 917809 4320017 5878547 1206618 734723 6790606 8787556 X 25562254 26143777 25562254 26143777 32352860 34931333 581523 0 X X 0 1 X 1 0 129975 129975 23722810 15177950 8544860 6781220 2674581 4106639 17062130 4549226 12512904 25294378 EQUITY & ASSESSMENT PLEDGES 4150534 CONSTRUCTION IN PROGRESS 1151332 RIGHT OF USE ASSETS, OPERATING 296599 RIGHT OF USE ASSETS, FINANCE LEASE 267716 5866181 ADVANCE DEPOSITS 22725 REFUNDABLE ASSESSMENTS 136500 OPERATING LEASE 296599 FINANCE LEASE 278899 734723 X 18959015 1854967 1854967 17104048 0 17104048 18377492 1854967 1854967 16522525 0 16522525 PART X, LINE 2: THE CLUB IDENTIFIES AND EVALUATES ALL UNCERTAIN TAX POSITIONS AND BELIEVES ALL POSITIONS TAKEN BY THE CLUB ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION FOR ALL OPEN TAX YEARS. THE CLUB'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED AND BY CALIFORNIA TAXING AUTHORITIES FOR A PERIOD OF FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,854,967. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,854,967. 1 X X X 0 0 0 BRIAN THOMAS GEN. MANAGER 287582 0 51000 0 0 0 5824 0 50287 0 394693 0 0 0 JOSHUA SMITH HEAD OF GOLF MAINTENANCE 184371 0 30000 0 0 0 3374 0 50287 0 268032 0 0 0 MARY SUZUKI ASSISTANT GM 190248 0 19833 0 0 0 6586 0 29301 0 245968 0 0 0 KYLE THORNBURG HEAD GOLF PRO 191148 0 18950 0 0 0 4277 0 16080 0 230455 0 0 0 TYLER BROWNE HEAD OF RS&F 179813 0 22500 0 0 0 6163 0 16080 0 224556 0 0 0 THAYER JOHNSON HEAD CHEF 157040 0 26100 0 0 0 5266 0 32193 0 220599 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - INDIVIDUALS PURCHASE MEMBERSHIP TO THE CLUB AND ARE CHARGED DUES MONTHLY FOR CONTINUED MEMBERSHIP. VOTING MEMBERS ARE LIMITED AND ARE RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE FOLLOWING MEMBERSHIP CATEGORIES HAVE VOTING PRIVILEGES: REGULAR AND SOCIAL FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - ANY MEMBER ASSESSMENT WHICH IS CUMULATIVELY GREATER THAN $1,500 OVER ANY PERIOD LESS THAN THREE YEARS REQUIRES MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE RETURN IS REVIEWED BY THE CONTROLLER AND AGREED WITH THE AUDITED FINANCIAL STATEMENTS. THE CONTROLLER THEN PROVIDES IT TO THE GENERAL MANAGER, WHO REVIEWS THE RETURN WITH THE CONTROLLER. THE GENERAL MANAGER THEN NOTIFIES THE BOARD OF DIRECTORS THAT THE RETURN IS AVAILABLE FOR ADDITIONAL REVIEW PRIOR TO IT BEING SIGNED BY AN OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH EMPLOYEE AND RETAINED IN THE EMPLOYEE HANDBOOK. EACH EMPLOYEE IS REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING RECEIPT. THE BOARD MEMBERS CONFLICT OF INTEREST POLICY IS IN THE BOARD BINDER. THE BOARD BINDER IS PROVIDED TO EACH BOARD MEMBER AT THE MONTHLY MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE GENERAL MANAGER AND KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMMITTEE, USE OF COMPARABLE DATA, AND DOCUMENTATION OF THE DECISIONS REGARDING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE CLUB PROVIDES COPIES OF FORM 990 AND FORM 1024 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE VIA INSPECTION AT THE CLUB. FORM 990, PART IX, LINE 24E FOOD AND BEVERAGE 379,120. SWIMMING POOL 264,473. GOLF PRO SHOP 251,880. PROPERTY TAXES 171,811. TENNIS 152,682. CAPITAL EXPENSE 76,622. LOCKER ROOMS 11,327. FITNESS CENTER AND JR CLUBHOUSE 10,462. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.