2026-01-29T12:04:51-06:00 2024-09-30 882730877 CHERRY BEKAERT ADVISORY LLC 702 NORTH SHORE DRIVE STE 100 JEFFERSONVILLE IN 47130 990 2023-10-01 610263930 LOUISVILLE COUNTRY CLUB LOUI 5028961721 25 MOCKINGBIRD VALLEY TRAIL LOUISVILLE KY 40207 RYAN RONAN GENERAL MANAGER 5028961721 2026-01-28 1 1 STEPHANIE LEW P01080011 8126703400 2023 2025-03-06 01:10:19Z SAMUEL E BOOKER 25 MOCKINGBIRD VALLEY TRAIL LOUISVILLE KY 40207 10258033 0 X N/A X 1908 KY SOCIAL ORGANIZATION OPERATED FOR THE BENEFIT OF THE MEMBERS. 15 15 209 15 139129 73834 0 0 6395584 6999714 -69907 82242 2101790 136860 8427467 7218816 0 0 0 0 2893433 2894386 0 0 0 3714932 4020616 6608365 6915002 1819102 303814 18234521 18472700 1212060 1146025 17022461 17326675 THE OBJECT OF THE CORPORATION SHALL BE THE ESTABLISHMENT AND MAINTENANCE OF A CLUB FOR THE USE BY ITS MEMBERS. 0 0 THE ORGANIZATION IS DEDICATED TO OFFERING RECREATIONAL FACILITIES FOR THE BENEFIT OF ITS CLUB MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 12 0 1 209 1 1 1 0 0 0 0 1066092 758169 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X JOHN DANIELS 5028961721 25 MOCKINGBIRD VALLEY TRAIL LOUISVILLE KY 40207 BRIAN A CROMER GOVERNOR 0.50 0.00 X 0 0 0 CRAIG D GRANT GOVERNOR 0.50 0.00 X 0 0 0 DOUGLAS H MADISON GOVERNOR 0.50 0.00 X 0 0 0 EDWIN H LEWIS VICE PRESIDENT 0.50 0.00 X X 0 0 0 GARY C ULMER GOVERNOR (FROM 11/23) 0.50 0.00 X 0 0 0 JOHN M DEWEESE GOVERNOR (FROM 11/23) 0.50 0.00 X 0 0 0 JOHN R CROCKETT TREASURER 0.50 0.00 X X 0 0 0 LOUISE VAN WINKLE BREEN GOVERNOR (TO 11/23) 0.50 0.00 X 0 0 0 M SCOTT LIVESAY GOVERNOR (FROM 11/23) 0.50 0.00 X 0 0 0 MCCAULEY W ADAMS GOVERNOR (FROM 11/23) 0.50 0.00 X 0 0 0 MEAGAN W CARNER GOVERNOR 0.50 0.00 X 0 0 0 PATRICK SCHEEN GOVERNOR 0.50 0.00 X 0 0 0 PHILIP POINDEXTER GOVERNOR (TO 11/23) 0.50 0.00 X 0 0 0 RAYMOND E MONTGOMERY III GOVERNOR 0.50 0.00 X 0 0 0 ROBERT C GATEWOOD III GOVERNOR (TO 11/23) 0.50 0.00 X 0 0 0 ROBERT W LEASURE JR GOVERNOR 0.50 0.00 X 0 0 0 SAMUEL E BOOKER PRESIDENT 0.50 0.00 X X 0 0 0 W WAYNE HANCOCK GOVERNOR (TO 11/23) 0.50 0.00 X 0 0 0 WILLIAM W CRAWFORD JR SECRETARY 0.50 0.00 X X 0 0 0 RYAN RONAN GENERAL MANAGER 40.00 0.00 X 244461 0 10210 JAMES D STAGE EXECUTIVE CHEF 40.00 0.00 X 127120 0 17068 JOE BONANO CLUBHOUSE MANAGER 40.00 0.00 X 134080 0 3292 MAGNUS GUSTAFSSON HEAD TENNIS PROFESSIONAL 40.00 0.00 X 181218 0 15738 R ERIC KEHRES GOLF COURSE SUPERINTENDENT 40.00 0.00 X 216127 0 8350 SCOTT SEDGWICK HEAD GOLF PROFESSIONAL 40.00 0.00 X 142415 0 11591 1045421 0 66249 7 0 1 0 LOUISVILLE PAVING COMPANY 15415 SHELBYVILLE RD LOUISVILLE KY 40245 PAVING SERVICES 540870 TRIPLE H SERVICES LLC PO BOX 639 NEWLAND NC 28657 GROUND SERVICES 364828 TENNIS TECHNOLOGY INC 5510 POPLAR PARK BLVD LOUISVILLE KY 40228 TENNIS COURT CONSTRUCTION 337872 3 MEMBERSHIP DUES 713910 5563347 5563347 GOLF FEES 713910 708174 534434 173740 INITIATION FEES 713910 565312 565312 LOCKER FEES 713910 109081 109081 POOL/SWIM TEAM 713910 48185 48185 5615 5008 607 6999714 74834 74834 21500 14092 7408 7408 7408 2595323 3025125 -429802 -319750 -110052 CAPITAL MAINTENANCE FU 713910 402288 402288 GOLF COURSE RENOVATION 713910 98172 98172 FINES 900099 54797 54797 11405 11405 566662 7218816 7072279 139129 7408 X 238129 2044336 116830 304186 190905 26575 825152 11663 383583 537919 10465 52267 2664 1166172 128182 REPAIRS & MAINTENANCE 307622 PROGRAM SUPPLIES & EXPE 300722 LAUNDRY & UNIFORMS 118975 BAD DEBT EXPENSE 4315 144340 6915002 1812781 2647425 690978 757019 117667 145305 110393 91332 29172619 14494942 15264800 14677677 237902 153942 18234521 18472700 719706 853204 117698 0 374656 292821 1212060 1146025 X 17022461 17326675 17022461 17326675 18234521 18472700 X 303814 400 X X 0 1 X 1 0 1593759 1593759 907871 388916 518955 21524439 10930292 10594147 1874328 1319155 555173 3272222 1856579 1415643 14677677 DUE TO LOUISVILLE COUNTRY CLUB REALTY 136854 OPERATING LEASE LIABILITIES 66335 FINANCE LEASE LIABILITIES 89632 292821 X PART X, LINE 2: THE CLUB AND THE REALTY COMPANY RECOGNIZE UNCERTAIN INCOME TAX POSITIONS USING THE MORE-LIKELY-THAN-NOT APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. X 0 0 0 RYAN RONAN GENERAL MANAGER 214153 0 30308 0 0 0 4433 0 5777 0 254671 0 0 0 R ERIC KEHRES GOLF COURSE SUPERINTENDENT 196277 0 19850 0 0 0 4227 0 4123 0 224477 0 0 0 MAGNUS GUSTAFSSON HEAD TENNIS PROFESSIONAL 170800 0 10418 0 0 0 0 0 15738 0 196956 0 0 0 SCOTT SEDGWICK HEAD GOLF PROFESSIONAL 130365 0 12050 0 0 0 3037 0 8554 0 154006 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A GOVERNORS ARE ELECTED BY THE VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ASSESSMENTS, DUES INCREASES AND INITIATION FEE INCREASES MUST BE VOTED ON BY VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE A DRAFT IS MADE AVAILABLE FOR REVIEW AND PRESENTATION TO THE BOARD. ONCE THE COMMENTS FROM THE BOARD ARE REVIEWED THE FINAL RETURN IS PREPARED AND SIGNED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, THE GENERAL MANAGER AND THE CONTROLLER SHALL ANNUALLY SIGN A STATEMENT WHICH STATES THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, AGREED TO COMPLY WITH THE POLICY, AND UNDERSTAND THE ORGANIZATION IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF THERE IS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE GOVERNING BOARD. AFTER DISCLOSURE OF THE FINANCIAL INTEREST THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. DURING THE DETERMINATION, IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE THAT DOESN'T PRODUCE A CONFLICT OF INTEREST, A MAJORITY VOTE WILL DETERMINE IF THE TRANSACTION CAUSING THE CONFLICT OF INTEREST IS IN THE CLUB'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS REVIEWS THE PERFORMANCE AND DETERMINES THE ANNUAL BONUS AMOUNT AND REGULAR PAY INCREASE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. HOWEVER, THESE DOCUMENTS ARE MADE AVAILABLE TO THE MEMBERS OF THE ORGANIZATION UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR 825,152. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTERESTS 400. FORM 990, PAGE 12, PART XII LINE 2C: THERE WAS NO CHANGE IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. THE ORGANIZATION HAS A FINANCE COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. LOUISVILLE COUNTRY CLUB REALTY CO 25 MOCKINGBIRD VALLEY TRAIL LOUISVILLE KY 40207 616030973 REAL ESTATE RENTAL KY N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0