2025-11-17T13:20:45-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 941057590 USTA NORTHERN CALIFORNIA USTA 5107487373 1920 NORTH LOOP ROAD ALAMEDA CA 945028018 SUMMER VERHOEVEN EXECUTIVE DIRECTOR 5107487373 2025-11-17 1 1 MICHAEL LUMSDEN P01262236 4159561500 2025-11-17 2024 2025-03-06 01:10:19Z SUMMER VERHOEVEN 1920 NORTH LOOP ROAD ALAMEDA CA 945028018 6745119 0 X WWW.USTANORCAL.COM X 1953 CA TO PROMOTE AND DEVELOP THE GROWTH OF TENNIS AS AN INCLUSIVE AND INVITING LIFETIME ACTIVITY IN THE NORTHERN CALIFORNIA SECTION. 16 16 29 150 10300 0 4289138 3832824 2396982 2642522 111698 259473 38581 10300 6836399 6745119 193699 213869 0 0 2929383 3193341 0 0 0 2845454 3258500 5968536 6665710 867863 79409 7329656 7253719 692984 537638 6636672 6716081 X TO PROMOTE AND DEVELOP THE GROWTH OF TENNIS AS AN INCLUSIVE AND INVITING LIFETIME ACTIVITY IN THE NORTHERN CALIFORNIA SECTION. 0 0 1333716 29000 2160564 USTA NORCAL LEAGUE TENNIS IS PART OF THE COUNTRY'S LARGEST RECREATIONAL TENNIS LEAGUE, PROVIDING ORGANIZED AND STRUCTURED TEAM MATCHES FOR MORE THAN 25,051 MEN AND WOMEN RESULTING IN MORE THAN 68,579 REGISTRATIONS OF ALL ABILITY LEVELS IN NORTHERN CALIFORNIA. 1000913 29187 53454 ADULT TOURNAMENT PROGRAMS PROVIDE AN OPPORTUNITY FOR OVER 3,542 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 6,845 YOUTHS TO COMPETE IN A STRUCTURED SETTING. 876734 151382 17593 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. 707204 4300 410911 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. 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 8TH LARGEST SECTION OVERALL FOR MEMBERSHIP OUT OF 17 SECTIONS. 707204 4300 410911 3918567 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 90 0 1 29 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BERNADETTE LANGE 5107487349 1920 NORTH LOOP ROAD ALAMEDA CA 945028018 PAMELA SLOAN PRES THRU 12/2024 / DELEGATE START 12/2024 2.00 X X 0 0 0 CHRISTINE COSTAMAGNA VP THRU 12/2024 / PRES START 12/2024 2.00 X X 0 0 0 ANDREA BARNES VICE PRESIDENT START 12/2024 2.00 X X 0 0 0 NANCY DESCHANE TREASURER 2.00 X X 0 0 0 ANDREA NORMAN SECRETARY 2.00 X X 0 0 0 JASON SCALESE DELEGATE THROUGH 12/2024 2.00 X X 0 0 0 KEITH WHEELER PARLIAMENTARIAN THROUGH 12/2024 2.00 X X 0 0 0 CRAIG PASQUA PARLIAMENTARIAN START 12/2024 2.00 X X 0 0 0 LESLIE AIROLA-MURVEIT DIRECTOR 1.00 X 0 0 0 SHAUN CHAUDHURI DIRECTOR 1.00 X 0 0 0 ANOOSH DAVOUDZADEH DIRECTOR START 12/2024 1.00 X 0 0 0 MIKE DICKEY DIRECTOR START 12/2024 1.00 X 0 0 0 MARTHA EHRENFELD DIRECTOR THROUGH 12/2024 1.00 X 0 0 0 JACK HESOTIAN DIRECTOR THROUGH 12/2024 1.00 X 0 0 0 CHERI KING DIRECTOR START 12/2024 1.00 X 0 0 0 SAMIR MAHIR DIRECTOR START 12/2024 1.00 X 0 0 0 MYLENE MARTIN DIRECTOR START 12/2024 1.00 X 0 0 0 MICHELLE NICHOLSON DIRECTOR 1.00 X 0 0 0 LARRY OLMSTEAD DIRECTOR THROUGH 12/2024 1.00 X 0 0 0 DAVID PANCONI DIRECTOR 1.00 X 0 0 0 CAROLINE SHEU DIRECTOR 1.00 X 0 0 0 SCOTT WINN DIRECTOR THROUGH 12/2024 1.00 X 0 0 0 SUMMER VERHOEVEN EXECUTIVE DIRECTOR 40.00 X 180000 0 17660 BERNADETTE LANGE CONTROLLER 40.00 X 51848 0 10390 DARREN WENGER DIRECTOR OF OPERATIONS AND STRATEGY 40.00 X 132549 0 11982 MICHELLE WILSON SR. MANAGER, ADULT COMPETITION 40.00 X 116874 0 11418 BETH WORKENEH SR. MANAGER, JUNIOR COMPETITION 40.00 X 107800 0 10762 TROY RONDEAU SR. MANAGER, COMMUNITY PROGRAMS 40.00 X 106819 0 10278 REBECCA BAUER SR. MANAGER, MARKETING & COMMS 40.00 X 108158 0 0 804048 0 72490 6 0 1 0 KATE WALKER 3200 PASEO VILLAGE WAY 1444 SAN DIEGO CA 92310 HUMAN RESOURCES SERVICES 114080 APPROACH TENNIS PO BOX 1441 BELLEVUE WA 98009 INFORMATION TECHNOLOGY SERVICES 111697 2 664668 3168156 3832824 LEAGUE FEES & OTHER PROG REVENUE 711210 2311856 2311856 EVENT REVENUE 711210 163957 163957 REGISTRATION FEES 711210 91116 91116 OTHER OPERATING REVENUE 711210 50595 50595 REFEREE REVENUE 711210 24998 24998 2642522 259473 259473 ADVERTISING REVENUE 541800 10300 10300 10300 6745119 2642522 10300 259473 32500 32500 181369 181369 247210 94749 152461 2330390 1417610 912780 79158 50414 28744 334461 197248 137213 202122 118928 83194 61641 61641 97091 97091 416013 134627 281386 282718 259858 22860 220330 95337 124993 178681 33 178648 165123 91943 73180 237352 206806 30546 143802 15292 128510 77027 45410 31617 61391 61391 MISC EVENT EXPENSES 856035 666270 189765 TOURNAMENT FEES 302528 300604 1924 US OPEN EXPENSES 73799 1264 72535 DUES & SUBSCRIPTIONS 7160 2429 4731 77809 5876 71933 6665710 3918567 2747143 0 548973 283876 4261597 5100315 375148 225148 484611 50941 62744 75242 2749343 1239070 1587300 1510273 9283 7924 7329656 7253719 692984 537638 692984 537638 X 5806158 6096389 830514 619692 6636672 6716081 7329656 7253719 79409 0 X 0 1 X 1 0 X 3898169 3676062 4025199 4289138 3832824 19721392 540883 1311803 1893728 2396982 2642522 8785918 4439052 4987865 5918927 6686120 6475346 28507310 2383275 2383275 3072067 3514867 3144061 14497545 0 2383275 2383275 3072067 3514867 3144061 14497545 14009765 132 31 34 111698 259473 371368 132 31 34 111698 259473 371368 8300 8300 11177 192634 271975 38581 514367 4450361 5180530 6190936 6836399 6743119 29401345 0.47650 0.48390 0.01260 0.00410 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 11,177. 2021 AMOUNT: $ 192,634. 2022 AMOUNT: $ 271,975. 2023 AMOUNT: $ 38,581. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 396884 55483 57822 394544 142761 353795 99672 396884 142761 142761 142761 142761 142761 142761 0.36000 0.14000 0.50000 0 0 526666 526666 1389924 508019 881905 832753 731051 101702 1510273 X 6745119 0 6745119 0 6745119 6665710 0 6665710 0 6665710 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO SUPPORT JUNIOR TENNIS, OFFICIALS, TENNIS ADVOCACY, PRO CIRCUIT EVENT, 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, 2024 AND 2023, 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 YOUTH TENNIS ADVANTAGE PO BOX 330458 SAN FRANCISCO CA 94133 942293585 501(C)(3) 6000 0 DIVERSITY/EQUITY/INCLUSION NATIONAL JUNIOR TENNIS LEAGUE GRANT BERKELEY TENNIS CLUB FOUNDATION 1 TUNNEL ROAD BERKELEY CA 94705 113826992 501(C)(3) 7500 0 PRO CIRCUIT INITIATIVE THE ASCENSION PROJECT PO BOX 493888 REDDING CA 96049 461078183 501(C)(3) 5500 0 PRO CIRCUIT INITIATIVE FAIRFIELD PRO TENNIS CHAMPIONSHIP 1007 VIA PALO LINDA FAIRFIELD CA 94534 7500 0 PRO CIRCUIT INITIATIVE 3 1 SCHOLARSHIPS 26000 ADULT LEAGUES GRANTS 55 32973 ADULT TOURNAMENT GRANTS 49 12980 COACHES INITIATIVE GRANTS 6 4824 COMMUNITY GRANTS 17 46144 HIGH SCHOOL 10 8841 HITS GRANTS 8 7000 INDIVIDUAL PLAYER GRANT 8 1200 MAZE CUP GRANTS 10 10000 NATIONAL TENNIS MONTH GRANTS 8 1600 NTM GRANTS 1 200 OFFICIALS INSURANCE GRANTS 1 2581 PRO CIRCUIT GRANTS 3 17500 TAG GRANTS 16 3626 TENNIS ON CAMPUS GRANTS 7 4300 WHEELCHAIR TENNIS GRANTS 9 1600 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 1 0 SUMMER VERHOEVEN EXECUTIVE DIRECTOR 168000 0 12000 0 0 0 8830 0 8830 0 197660 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WOULD BE CONSIDERED "NON-FIXED PAYMENTS" IN THAT DISCRETION (IN PART) WAS UTILIZED TO DETERMINE THE AMOUNT OF BONUS PAYMENT AND/OR WHETHER TO MAKE A BONUS PAYMENT. 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 TO THE PUBLIC 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0