2024-05-19T14:24:38-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 541472806 USTAMid-Atlantic Foundation USTA 7035566120 620 Herndon Parkway 290 Herndon VA 201705498 Tara Fitzpatrick-Navarro Chief Executive Office 7035566120 2024-05-17 1 Tara Fitzpatrick-Navarro XXX-XX-XXXX 1 Lori A Collingsworth P00639819 7038930300 2024-05-16 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Tara Fitzpatrick-Navarro 620 Herndon Parkway 290 Herndon VA 201705498 9237567 0 X usta.com X 1988 VA To promote and develop the growth of tennis. 14 14 66 75 0 0 2753830 3060017 3039597 3418650 103144 226300 3230 -100598 5899801 6604369 78263 94013 0 0 2864901 3497893 0 0 551274 2644090 3076941 5587254 6668847 312547 -64478 9147820 9995492 635532 965225 8512288 9030267 X To develop, promote and administer the game of tennis within the Mid-Atlantic in the interest of healthful recreation and physical fitness. 1 0 3732318 94013 2896352 Tennis Programs & Service Initiatives: USTA Adult and Youth programs offer quality recreational and competitive programs for people of all ages and abilities. Adult programs include USTA Leagues, recreational and social tennis, tournaments, Tennis on Campus college program, volunteer committees and councils and diversity & inclusion initiatives. Youth programs include school tennis programs and school team tennis, Junior Team Tennis, junior competition, the youth tennis pathway of programs to introduce and learn how to compete, player development and beginner tennis events. See Schedule O for more information on Tennis Programs & Service Initiatives. 749303 522298 Membership, Marketing and Communications: Membership, marketing and communications activities aim to raise awareness of the game of tennis as well as elevate the mission, vision and work the organization is doing to advance the entire tennis ecosystem in the region to create community, character and well-being among all people. Through marketing and communications, we ensure the public and key stakeholders are informed on the mission and vision of USTA Mid-Atlantic Foundation, opportunities for tennis participation, benefits of playing the game, and of the impact the organization is making across the region to change lives and strengthen communities. The USTA Mid-Atlantic Foundation serves more than 28,000 members in the District of Columbia, Maryland, Virginia, and eastern and southern West Virginia. 457934 Tennis Center: The Mid-Atlantic Tennis Center is the organization's vision for future growth and sustainability of the sport in the region as a way to give more people access to tennis while inspiring a physically, socially and emotionally healthier community. USTA Mid-Atlantic is pursuing development of a tennis center that will build community around the excitement of tennis and overall health and wellness year-round. It will facilitate engaging environments that support players and fans at all points in their tennis journey, providing top-quality programs and training, stimulating competitive events, and vibrant spaces and experiences that are open to all. 20940 Village Pickle is the first dedicated indoor pickleball facility in Loudoun County, VA. Four courts will open at the Village at Leesburg in the spring of 2024, with another four courts being added shortly thereafter. 20940 4960495 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 46 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA MD DC WV X Tara Fitzpatrick-Navarro Chief Exe 7035566120 620 Herndon Pkwy Suite 290 Herndon VA 201705498 Kathy Renzetti President 3.00 X X 0 0 0 Margaret OBryon Vice-President 1.00 X X 0 0 0 Jenny Hein Vice-President of Development 3.00 X X 0 0 0 Tynika Wilson Secretary/Treasurer 1.00 X X 0 0 0 Don Paitrick Delegate 1.00 X X 0 0 0 Doug Bond At-Large 0.50 X 0 0 0 Lynn Coddington At-Large 0.50 X 0 0 0 Segun Eubanks At-Large 0.50 X 0 0 0 Christopher Lee At-Large 0.50 X 0 0 0 Suzan Lumpkin At-Large 0.50 X 0 0 0 Nicole Montgomery At-Large 0.50 X 0 0 0 Joan Ray At-Large 0.50 X 0 0 0 Ismael Savadogo At-Large 0.50 X 0 0 0 Sally Travis At-Large 0.50 X 0 0 0 Tara Fitzpatrick-Navarro Chief Executive Officer 35.00 X 327932 0 51342 Elizabeth Twomey Chief Operating Officer 35.00 X 237055 0 29730 Shell Wood Sr. Director, USTA Programs & Services 35.00 X 152195 0 22079 Lauren Hoffman Director, Marketing & Communications 35.00 X 118770 0 4581 Anita Walker Director of Development 35.00 X 105453 0 22777 Rachel Kros Director, Comp & Youth 35.00 X 104685 0 4149 Christina Carter Director of Adult Leagues 35.00 X 105669 0 12469 1151759 0 147127 7 0 1 0 TAG Project Management 16192 Coastal Hyw Lewes DE 19958 Consulting Services 262656 CliftonLarsonAllen LLP 200 S 6th Street Ste 300 Minneapolis MN 55402 Accounting 182731 Webster Chamberlain & Bean LLP 1747 Pennsylvania Avenue NW Suite Washington DC 20006 Legal Servies 136004 Occassions Caterers 655 Taylor St NE Washington DC 20017 Caterers 119375 4 209637 2850380 63261 3060017 Registrations 711210 2769707 2769707 Membership dues 711300 522298 522298 U.S. Open revenue 711300 126645 126645 3418650 227607 227607 2330987 2332294 -1307 -1307 -1307 185257 209637 300904 -115647 -115647 Other revenue 900099 15049 15049 15049 6604369 3418650 0 125702 71874 71874 22139 22139 662414 490397 87926 84091 2194572 1624680 291297 278595 46188 34193 6131 5864 406375 300847 53940 51588 188344 139434 25000 23910 115604 44372 69555 1677 197637 197637 41004 41004 431392 215709 215683 27619 21901 5718 119262 44618 19908 54736 66515 13491 47691 5333 66881 47048 12614 7219 142995 91004 46603 5388 12252 9070 1626 1556 19584 13776 3694 2114 21714 15939 3673 2102 League expenses 1271490 1271490 Event expenses 393119 347617 24119 21383 Apparel 106893 97916 8977 Player refunds 42980 42980 6668847 4960495 1157078 551274 225299 212001 1854692 1330595 0 170000 86839 128846 47121 145089 501272 59431 182475 441841 6624492 7384647 126902 182473 9147820 9995492 265885 491169 222216 367249 147431 106807 635532 965225 X 8400098 8853979 112190 176288 8512288 9030267 9147820 9995492 -64478 582457 0 X X 0 1 X 1 0 X 2254221 2688016 2536694 2753830 3060017 13292778 3875787 2321415 2711787 3039597 3418650 15367236 1467 0 927 3230 200306 205930 6131475 5009431 5249408 5796657 6678973 28865944 2185046 2201483 1999275 2575575 2511720 11473099 0 2185046 2201483 1999275 2575575 2511720 11473099 17392845 11040 4288 149812 153980 227607 546727 0 2233459 0 0 0 2233459 11040 2237747 149812 153980 227607 2780186 6142515 7247178 5399220 5950637 6906580 31646130 0.54960 0.55390 0.08790 0.08400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120693 59431 61262 380579 380579 441841 Operating lease liability 106807 106807 X 7541938 582457 95212 300904 978573 6563365 41004 41004 6604369 7023959 95212 300904 396116 6627843 41004 41004 6668847 Part X, Line 2: Management has evaluated the Foundation's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Direct fundraising event expenses 300,904. Part XII, Line 2d - Other Adjustments: Direct fundraising event expenses 300,904. Centennial Gala/ Auction 394894 209637 185257 0 20676 42500 125728 40005 71995 394894 209637 185257 20676 42500 125728 40005 71995 300904 -115647 1 Black Girls Tennis Club 1524 Colonnade Dr VA Beach VA 23451 874659352 501(c)(3) 13000 0 N/A N/A Girls Rule the Court (GRTC) Grant Anne Arundel County Tennis Association Inc 1809 Francis Ct Annapolis MD 21401 521679739 501(c)(7) 8500 0 N/A N/A CTA Transition Grant Calvert County Commissioners 175 Main Street Prince Frederick MD 20678 526002810 115 6500 0 N/A N/A Calverty County - 2023 USTA MAF FRG City of Richmond Department of Parks Recreation & Community Facilities 1209 Admiral Street Richmond VA 23220 546001556 115 6000 0 N/A N/A City of Richmond - 2023 USTA MAF FRG Fairfax County Park Foundation 12055 Government Center Pkwy Fairfax VA 22035 542019179 501(c)(3) 7000 0 N/A N/A Fairfax County-2023 USTA MAF FRG Friends of Patterson Park 27 S Patterson Park Avenue Baltimore MD 21231 522094989 501(c)(3) 16418 0 N/A N/A Girls Rule the Court (GRTC) Grant, Micro-grant for GRTC, Tennis 101 Grant ProsToYou Tennis 2008 Layton Ridge Dr Laytonsville MD 20882 472420906 n/a 6000 0 N/A N/A 2023 USTA MAF FRG 5 2 Scholarships 61 22139 0 N/A N/A Part I, Line 2: The Foundation provides grants to organizations or individuals to be used to further promote the growth and development of tennis. Individuals who submit applications and show financial need are awarded amounts to be used for tournament fees, equipment, travel, and other competition related expenses. Tennis facilities, camps, schools, and other organizations that promote tennis must demonstrate how the funds were used to create more accessible tennis programming. X X X X X 0 0 0 0 0 0 0 0 0 Tara Fitzpatrick-Navarro Chief Executive Officer 272577 0 54515 0 840 0 26531 0 24811 0 379274 0 0 0 Elizabeth Twomey Chief Operating Officer 185603 0 50000 0 1452 0 13504 0 16226 0 266785 0 0 0 Shell Wood Sr. Director, USTA Programs & Servic 125973 0 25195 0 1027 0 5853 0 16226 0 174274 0 0 0 X 5 8552 Fair Market Value X Skincare products 1 22080 Fair Market Value X Auction items 52 20676 Fair Market Value X Tennis Equip 9 10470 Fair Market Value X Sweatshirts 1 1100 Fair Market Value X Gift Baskets/Cards 13 383 Fair Market Value 0 0 0 Form 990, Part III, Line 1, Description of Organization Mission: USTA Mid-Atlantic Foundation promotes tennis and its physical, social, and emotional health benefits. We envision a community where tennis is accessible and available for all people to play. We operate tennis leagues, tournaments, and other programs and events for more than 28,000 adult and youth members and we support a strong tennis ecosystem for the millions of people that play the sport in the region. We support community tennis providers, facilities, teachers and coaches that directly deliver the sport by offering them program knowledge, curriculum, equipment, technical support and grant funding so that more people can gain access to tennis and the lifelong benefits of the game. Our vision is tennis in every community because through tennis we create healthier, happier and more connected communities. Form 990, Part III, line 2 See Program 4d- Village Pickle Form 990, Part III, Line 4a, Tennis Programs & Service Initiatives: USTA League Program & Adult Social Program: More than 15,000 people play USTA Adult League Tennis in the Mid-Atlantic each year. These leagues are offered for a wide range of ages and ability levels in a fun, social and competitive environment. Many of the leagues advance to Regional, Sectional and in some cases National Championships. USTA Mid-Atlantic Foundation also offers recreational and social tennis opportunities for adults that provide a platform for networking, socializing, learning (or getting a refresher on) the game, physical activity and fun. Both programs support the creation of a special community of tennis players and enthusiasts of all ages, abilities and backgrounds that are united through a shared passion for tennis. The programs foster social connections and physical activity while fulfilling social and emotional needs that infuse vibrancy in people for a lifetime. Youth Programs: USTA Mid-Atlantic Foundation aims to introduce tennis to all children and youth in the region in a way that aids healthy growth and development, and provides avenues to physical activity, educational achievement, character building, social-emotional wellbeing and a strong foundation for lifelong play. In the Mid-Atlantic, we provide physical education teachers turnkey tennis lesson plans and equipment for their school through the USTA's Net Generation suite of tools and resources, thus reaching all children with tennis in an easy to access way and removing barriers to play. USTA Junior Team Tennis (JTT) is a fun, recreational tennis league for ages 8 to 18 and all skill levels - beginners to tournament level juniors. The USTA Junior Circuit helps all ages and experience levels gain match play experience in a tournament setting with a focus on individual results. This experience develops skills through level-based play and demonstration of good sportsmanship. Tournaments: USTA Mid-Atlantic Foundation works to ensure there is local tennis competition for youth and adults of all abilities. There's local competition at all levels: entry-level, intermediate and advanced. As players advance, there is an opportunity to compete at national-level tournaments. USTA Tournaments are offered in a variety of formats, including individual, team, entry-level, non-elimination and elimination. A wide variety helps players gain experience and compete at a level they are comfortable. Community Tennis and Diversity & Inclusion: USTA Mid-Atlantic Foundation strives to grow tennis at every level with a goal of making the game accessible and inclusive to everyone. We support a wide range of tennis programs designed to introduce tennis to all people and help them learn and play the game. USTA Mid-Atlantic Foundation directly supports this through relationship building with our network of National Junior Tennis and Learning (NJTL) chapters, Community Tennis Associations, Parks & Recreation departments and other community-based tennis providers, opportunities and events. We provide technical support, guidance, curriculum, digital business tools, and other resources to community providers, teachers, and coaches to support their efforts to engage people in every and all communities with tennis and grow the sport. This includes hosting workshops. We are also cultivating a robust tennis provider and event network for wheelchair and adaptive tennis to increase opportunities for people with and without disabilities to play and gain benefits from tennis. Outreach Programs of Impact: Tennis is growing both as a sport and community-building activity and USTA Mid-Atlantic Foundation is leading the way with support for the player and tennis provider ecosystem so all people can grow physically, emotionally and socially through tennis. Our vision is for tennis to be an integral component of every community. We are strategically focused on removing barriers that prevent entry, and increasing access to the sport. The outreach programs we've developed and implemented with the support of generous donations and grants allows us to make a difference. The Junior Player Scholarship Program defrays costs associated with learning, training, and competing in tennis so that more young people can participate - no matter their background, income, or zip code. Scholarships cover costs associated with introductory lessons, camps, training, equipment, tournament fees and more. Players at any level of the sport are eligible to apply and awards are based on both merit and financial need. Local tennis courts - whether at neighborhood parks, public schools, or within the community - are gathering places for everyday fun and healthy competition. It is important that local courts are not only easily accessed by the public, but that they are welcoming and have programs in place for people of all ages and backgrounds to join in the sport. The Facility Restoration Grant program helps enhance and revitalize local communities by providing funding for court construction, maintenance, and restoration of public tennis courts in under-resourced communities. Girls Rule the Court TM is a program to address gender inequity in youth sports developed by USTA Mid-Atlantic Foundation for young girls ages 7 to 12 years old. The program introduces tennis basics and pairs instruction with important social-emotional lessons. Offered for free in five areas of the Mid-Atlantic region specifically to reach under-resourced girls, Girls Rule the Court makes tennis easily accessible to promote health, wellness, and teamwork while building self-esteem through tennis for young girls. Additional programs of impact are continually being identified and created to ensure that we are able to reach new and diverse audiences. The Sportsmanship Program recognizes and celebrates players, providers/coaches, and parents who exceed expectations and demonstrate commitment to a safe, fair and inclusive environment. Volunteers are the heart of USTA Mid-Atlantic Foundation and we offer various ways to get involved, including assisting at tennis and community events to serving on committees and getting involved in special projects and programs that support our mission. Form 990, Part VI, Section A, line 4 Village Pickle, LLC, a single member limited liability company, was formed on October 16, 2023 under the laws of the Commonwealth of Virginia State Corporation Commission. Village Pickle, LLC is the first dedicated indoor pickleball facility in Loudoun County, Virginia. Form 990, Part VI, Section A, line 6 USTA Mid-Atlantic Foundation organizational structure includes membership by USTA member clubs and organizations, and individuals in good standing within the sectional association boundaries as provided under the USTA Bylaws. Form 990, Part VI, Section B, line 11b A copy of the Form 990 is first reviewed by the Chief Executive Officer. Upon the CEO's approval, it is reviewed by the Treasurer and the President and then forwarded to the full Board of Directors for review prior to submission. Form 990, Part VI, Section B, line 12c Each director and officer is required to review a copy of the conflict of interest policy, which requires each person to disclose any relationships, positions or circumstances in which he or she believes could contribute to a conflict. Following full disclosure of a possible conflict of interest, the Board of Directors shall determine whether an actual conflict of interest exists and, if so, the Board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect the Foundation's best interests. Form 990, Part VI, Section B, line 15 The salary for the Foundation's Chief Executive Officer was reviewed by the Mid-Atlantic Foundation's compensation committee and approved by the full Board of Directors. These decisions are documented contemporaneously in the committee meeting notes and the Board meeting minutes. Salary decisions for all employees are made using comparability data for similar positions in comparable organizations. Form 990, Part VI, Section C, line 19 The Foundation makes all documents available to the public upon request. Form 990, Part XII, Line 2C: The Foundation's Board of Directors is responsible for the oversight of the audit and selection of the independent accountant. USTA Mid-Atlantic Tennis Center LLC 620 Herndon Parkway Suite 290 Herndon VA 201705498 To support programmatic activities of the Foundation VA 61225 3720835 USTAMid-Atlantic Foundation Village Pickle LLC 620 Herndon Parkway Suite 290 Herndon VA 201705498 To own and develop a pickleball sports facility. VA 0 495692 USTAMid-Atlantic Foundation