2023-11-09T19:42:28-06:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 941057590 USTA NORTHERN CALIFORNIA USTA 5107487373 1920 NORTH LOOP ROAD ALAMEDA CA 945028018 SUMMER VERHOEVEN EXECUTIVE DIRECTOR 5107487373 2023-11-08 1 SUMMER VERHOEVEN 999009999 0 MICHAEL LUMSDEN P01262236 4159561500 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUMMER VERHOEVEN 1920 NORTH LOOP ROAD ALAMEDA CA 945028018 6190936 0 X WWW.NORCAL.USTA.COM X 1953 CA TO PROMOTE AND DEVELOP THE GROWTH OF TENNIS AS AN INCLUSIVE AND INVITING LIFETIME ACTIVITY IN THE NORTHERN CALIFORNIA SECTION. 15 15 33 138 0 0 3676062 4025199 1311803 1893728 5992 34 193101 271975 5186958 6190936 90973 117402 0 0 2425770 2517324 0 0 0 1850301 2416735 4367044 5051461 819914 1139475 5215391 6240069 586057 471260 4629334 5768809 X TO PROMOTE AND DEVELOP THE GROWTH OF TENNIS AS AN INCLUSIVE AND INVITING LIFETIME ACTIVITY IN THE NORTHERN CALIFORNIA SECTION. 0 0 1233101 24100 1730556 USTA NORCAL LEAGUE TENNIS IS PART OF THE COUNTRY'S LARGEST RECREATIONAL TENNIS LEAGUE, PROVIDING ORGANIZED AND STRUCTURED TEAM MATCHES FOR MORE THAN 17,541 MEN AND WOMEN RESULTING IN MORE THAN 60,473 REGISTRATIONS OF ALL ABILITY LEVELS IN NORTHERN CALIFORNIA. 980952 33681 89193 ADULT TOURNAMENT PROGRAMS PROVIDE AN OPPORTUNITY FOR OVER 2,654 ADULT, SENIORS, NTRP CLASS, OPEN, AND COLLEGIATE PLAYERS TO COMPLETE IN A USTA SANCTIONED TOURNAMENT STRUCTURE AND MEET NEW OPPONENTS FROM ALL OVER NORTHERN CALIFORNIA. BY PARTICIPATING IN ADULT TOURNAMENTS, PLAYERS HAVE THE OPPORTUNITY TO COMPETE WITH PEOPLE OUTSIDE OF THEIR LOCAL AREA. THE ORGANIZATION HAS INCREASED THE AVAILABILITY IN QUALITY SANCTIONED JUNIOR TOURNAMENTS AND JUNIOR CIRCUITS IN NORTHERN CALIFORNIA WITH OPPORTUNITIES FOR OVER 4,454 YOUTHS TO COMPETE IN A STRUCTURED SETTING. 561737 30515 5629 THE COMMUNITY TENNIS DEPARTMENT IS DEDICATED TO GROWING THE SPORT OF TENNIS FOR BOTH YOUTH AND ADULTS. THEY FORM NUMEROUS PARTNERSHIPS THROUGHOUT NORTHERN CALIFORNIA, WITH MANY ORGANIZATIONS (SUCH AS THE POLICE ACTIVITIES LEAGUES, YMCA OF NORTHERN CALIFORNIA, AND BOYS AND GIRLS CLUBS) THAT DEVELOPED NEW MEMBERSHIPS AND PROGRAMMING ON THE YOUTH SIDE. 658464 29106 68350 MARKETING AND DIVERSITY & INCLUSION OUTREACH ACTIVITIES BY THE ORGANIZATION PROMOTE AND DEVELOP THE GROWTH OF TENNIS BY CREATING STRATEGIES AND INITIATIVES THAT ATTRACT AND RETAIN MEMBERS AND PARTICIPANTS, AS WELL AS BUILD GREATER DIVERSITY WITHIN THE SECTION (AND IN DOING SO, PROMOTE TENNIS AS AN ALL-INCLUSIVE SPORT THAT WELCOMES ALL). THESE ACTIVITIES INCREASE AWARENESS OF USTA NORTHERN CALIFORNIA'S JUNIOR, ADULT AND COMMUNITY PROGRAMS AND SUPPORT THE OVERALL ORGANIZATION'S GOAL TO GROW AND PROMOTE TENNIS ACROSS THE USTA NORTHERN CALIFORNIA SECTION.JUNIOR TEAM TENNIS PROVIDES CHILDREN THE OPPORTUNITY TO LEARN TENNIS WITH A TEAM EMPHASIS. THE MAJOR ACCOMPLISHMENTS OF THE JUNIORS PROGRAM INCLUDE, BUT ARE NOT LIMITED, TO A FULL INTRODUCTION OF PLAYERS AGED 18 AND UNDER INTO THE SECTION. IN ADDITION, THE STAFF FOSTER AND GROW EXISTING RELATIONSHIPS IN THEIR DEDICATED AREAS OF FOCUS TO HELP GROW THE SPORT FOR ALL AGES. THE SECTION IS THE 7TH LARGEST SECTION OVERALL FOR MEMBERSHIP OUT OF 17 SECTIONS. 658464 29106 68350 3434254 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 101 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ROSE AGUILAR 5107487349 1920 NORTH LOOP ROAD ALAMEDA CA 945028018 JASON SCALESE PRES THRU 11/2022/DELEGATE START 11/2022 2.00 X X 0 0 0 PAM SLOAN PRES-ELECT THRU 11/2022/PRES START 11/2022 2.00 X X 0 0 0 JACK WALKER TREASURER 2.00 X X 0 0 0 KEITH WHEELER DELEGATE/PARLIAMENTARIAN 2.00 X X 0 0 0 CHRISTINE COSTAMAGNA SECR THRU 11/2022/VP START 11/2022 2.00 X X 0 0 0 ANDREA NORMAN SECRETARY START 11/2022 2.00 X X 0 0 0 ANDREA BARNES DIRECTOR 1.00 X 0 0 0 GORDON COLLINS DIRECTOR THROUGH 11/2022 1.00 X 0 0 0 JOSHUA CONLIN DIRECTOR THROUGH 11/2022 1.00 X 0 0 0 SUZY COSSETTE DIRECTOR THROUGH 11/2022 1.00 X 0 0 0 NANCY DESCHANE DIRECTOR 1.00 X 0 0 0 MARTHA EHRENFELD DIRECTOR 1.00 X 0 0 0 JACK HESOTIAN DIRECTOR 1.00 X 0 0 0 RAY HIXSON DIRECTOR THROUGH 11/2022 1.00 X 0 0 0 CHERI KING DIRECTOR THROUGH 11/2022 1.00 X 0 0 0 MICHELLE NICHOLSON DIRECTOR 1.00 X 0 0 0 CRAIG PASQUA DIRECTOR 1.00 X 0 0 0 LUIS REIS DIRECTOR THROUGH 11/2022 1.00 X 0 0 0 MARY RYNIEWICZ DIRECTOR 1.00 X 0 0 0 CAROLINE SHEU DIRECTOR 1.00 X 0 0 0 SCOTT WINN DIRECTOR 1.00 X 0 0 0 SUMMER VERHOEVEN EXECUTIVE DIRECTOR 40.00 X 153300 0 8333 ROSE AGUILAR CONTROLLER 40.00 X 99608 0 5648 MICHAEL LIM ADULT LEAGUES SPECIALIST 40.00 X 116445 0 13270 TROY RONDEAU SR. MANAGER, COMMUNITY PROGRAMS 40.00 X 100427 0 11841 DARREN WENGER DIRECTOR OF OPEARTIONS AND STRATEGY 40.00 X 127558 0 13198 MICHELLE WILSON SR. MANAGER, ADULT COMPETITION 40.00 X 100799 0 12488 698137 0 64778 5 0 1 0 APPROACH TENNIS PO BOX 1441 BELLEVUE WA 98009 IT SERVICES 113221 KATHARINE WALKER 812 COUNTRY CLUB DRIVE MORAGA CA 94556 HR CONSULTANT 102520 2 664668 286349 3074182 4025199 LEAGUE FEES & OTHER PROG REVENUE 711210 1820150 1820150 MISCELLANEOUS REGISTRATION FEES 711210 73578 73578 1893728 34 34 MISCELLANEOUS REVENUE 900099 271975 271975 271975 6190936 1893728 0 272009 49602 49602 67800 67800 266890 80817 186073 1808431 1487955 320476 78801 65578 13223 191189 145798 45391 172013 130562 41451 104461 104461 93562 93562 231155 5214 225941 145111 21478 123633 154301 154301 151594 83613 67981 180505 155094 25411 83672 56885 26787 54348 54348 EVENTS 829675 784721 44954 TOURNAMENT FEES 268737 268737 119614 30400 89214 5051461 3434254 1617207 0 3126017 3772191 154910 154944 102325 102325 179254 493758 69099 55453 2724832 1067267 1581015 1657565 2771 3833 5215391 6240069 586057 471260 586057 471260 X 4321341 5460816 307993 307993 4629334 5768809 5215391 6240069 1139475 0 X 0 1 X 1 0 X 3347463 3356825 3898169 3676062 4025199 18303718 2604967 2445617 540883 1311803 1893728 8796998 5952430 5802442 4439052 4987865 5918927 27100716 2615701 2705834 2383275 2383275 3072067 13160152 0 2615701 2705834 2383275 2383275 3072067 13160152 13940564 133 45 132 31 34 375 5050 5050 133 5095 132 31 34 5425 1800 11177 192634 271975 477586 5952563 5809337 4450361 5180530 6190936 27583727 0.50540 0.52740 0.00020 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MAILING LIST REVENUE - 2019 AMOUNT: $ 1,800. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 11,177. 2021 AMOUNT: $ 192,634. 2022 AMOUNT: $ 271,975. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142761 142761 142761 142761 142761 142761 142761 44 44 142761 142761 133 133 142761 0 0 526666 526666 1377678 441563 936115 820488 625704 194784 1657565 X 6190936 0 6190936 0 6190936 5051461 0 5051461 0 5051461 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO SUPPORT BOTH JUNIOR TENNIS AS WELL AS TO PROVIDE GRANTS EACH YEAR TO ANY PLAYER OLDER THAN 55 WHO, FOR THE FIRST TIME, WINS A SANCTIONED TOURNAMENT. PART X, LINE 2: THE ASSOCIATION FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FASB ASC TOPIC 740, INCOME TAXES. AS OF DECEMBER 31, 2022 AND 2021, MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. 1 FAR WEST WHEELCHAIR ATHLETIC ASSOCIATION 3369 UNION AVE SAN JOSE CA 95124 941687906 501(C)(3) 5200 0 2022 WHEELCHAIR GRANT TWIN RIVERS UNIFIED SCHOOL DISTRICT 5115 DUDLEY BLVD MCCLELLAN PARK CA 95652 261773196 STATE OF CA 8000 0 TWIN RIVERS USD HITS GRANT 2 0 SCHOLARSHIPS 14 28000 NORTH VS SOUTH WHEELCHAIR CHALLENGE STIPEND 10 800 NATIONAL STIPENDS 41 20700 INTERSECTIONAL STIPENDS 16 3200 HITS GRANT 2 3250 CTA LDP 1 969 MAZE CUP FAMILY STIPEND 12 5500 BATTLE OF THE SECTIONS 2 1171 VEGAS OPEN TEAM STIPEND 4 3400 NASO 43 810 PART I, LINE 2: THE ORGANIZATION HAS COMMITTEES TO ADMINISTER AND MONITOR THE AWARDS AND USE OF GRANTS. GRANTS AND STIPENDS ARE AWARDED TO HELP INCREASE DIVERSITY WITHIN THE NORTHERN CALIFORNIA TENNIS COMMUNITY, AS WELL AS TO DEVELOP TENNIS WITHIN THE WHEELCHAIR COMMUNITY. GRANTS ARE PROVIDED TO MEMBERS OR ORGANIZATIONS WITH DEMONSTRATED NEEDS AND ARE MONITORED BY WITNESSING ACTIVE PARTICIPATION IN THE USTA NORTHERN CALIFORNIA EVENTS AND LEAGUES. X X X 0 0 0 0 0 0 0 0 0 SUMMER VERHOEVEN EXECUTIVE DIRECTOR 150000 0 1500 0 1800 0 7665 0 668 0 161633 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN USTA NORTHERN CALIFORNIA IS COMPOSED OF ORGANIZATION MEMBERS AND INDIVIDUAL MEMBERS. THE ONLY VOTING MEMBERS OF USTA NORTHERN CALIFORNIA ARE ORGANIZATION MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED BY ORGANIZATION MEMBERS, WHO CASTS VOTES FOR DIRECTORS; THOSE WITH THE HIGHEST NUMBER OF VOTES SHALL BE ELECTED DIRECTORS. ORGANIZATION MEMBERS IN GOOD STANDING WHICH ARE CLUBS ARE PERMITTED 15 VOTES PLUS FIVE VOTES FOR EACH TENNIS COURT UP TO A MAXIMUM OF 95 VOTES. SCHOOLS, COLLEGES, OR UNIVERSITIES THAT DO NOT HAVE PERMANENT TENNIS COURTS SHALL HAVE ONE VOTE. SCHOOLS, COLLEGES, AND UNIVERSITIES THAT HAVE PERMANENT TENNIS COURTS SHALL HAVE 25 VOTES. ALL OTHER ORGANIZATION MEMBERS SHALL HAVE 25 VOTES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. A DRAFT FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CONTROLLER; ADJUSTMENTS ARE MADE AS NECESSARY. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE AND MADE AVAILABLE BY ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CODE OF ETHICS STATEMENTS AT THE ONSET OF SERVICE, WHICH MANDATES THESE INDIVIDUALS DECLARE CONFLICT OF INTERESTS BETWEEN THEIR POSITION WITH USTA NORTHERN CALIFORNIA AND THEIR PERSONAL LIFE, AND ABSTAIN FROM VOTING ON MATTERS WHERE THEY MIGHT BE CONFLICTED. MONITORING AND ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY IS PERFORMED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR, OFFICERS, AND OTHER KEY EMPLOYEES IS DETERMINED BY THE EMPLOYEE RELATIONS COMMITTEE, TAKING INTO ACCOUNT COMPARABILITY DATA OF SIMILARLY SITUATED ORGANIZATIONS AND PERFORMANCE RELATED TO CERTAIN GOALS AND OBJECTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. USTA NORCAL FOUNDATION 60 DE SILVA ISLAND DRIVE MILL VALLEY CA 94941 263688410 TO ASSIST ORGANIZATIONS AND INDIVIDUALS THAT SEEK TO BECOME ACTIVE IN TENNIS CA 501(C)(3) LINE 7 USTA NORTHERN CALIFORNIA 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0