2023-06-26T13:08:01-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 541472806 USTAMid-Atlantic Foundation USTA 7035566120 620 Herndon Parkway 290 Herndon VA 201705498 Tara Fitzpatrick-Navarro Chief Executive Officer 7035566120 2023-06-26 1 Tara Fitzpatrick-Navarro XXX-XX-XXXX 1 Lori A Collingsworth P00639819 7038930300 2023-06-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Tara Fitzpatrick-Navarro 620 Herndon Parkway 290 Herndon VA 201705498 6440900 0 X usta.com X 1988 VA To promote and develop the growth of tennis. 14 14 83 75 0 0 2536694 2753830 2711787 3039597 870047 103144 927 3230 6119455 5899801 174232 78263 0 0 2377398 2864901 0 0 385308 2142582 2644090 4694212 5587254 1425243 312547 9955195 9147820 615022 635532 9340173 8512288 X To develop, promote and administer the game of tennis within the Mid-Atlantic in the interest of healthful recreation and physical fitness. 0 0 2966027 78263 2517299 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 Junior Team Tennis, junior competition, the 10 and under youth tennis progression, player development and beginner tennis events. See Schedule O for more information on Tennis Programs & Service Initiatives. 618979 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, 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 MAS serves nearly 28,000 members in the District of Columbia, Maryland, Virginia, and eastern and southern West Virginia. 603485 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. 4188491 1 1 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 46 0 1 83 1 0 0 0 0 0 0 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 325087 0 48501 Elizabeth Twomey Chief Operating Officer 35.00 X 204195 0 32219 Shell Wood Sr. Director, USTA Programs & Svcs 35.00 X 126171 0 20094 Lauren Hoffman Director, Marketing & Communications 35.00 X 114858 0 4581 770311 0 105395 4 0 1 0 TAG Project Management LLC 16192 Coastal Hwy Lewes DE 19958 Consulting Services 245939 Webster Chamberlain & Bean LLP 1747 Pennsylvania Ave NW Ste 1000 Washington DC 20006 Legal Services 131647 CliftonLarsonAllen LLP 220 S 6th St Ste 300 Minneapolis MN 55402 Accounting 115285 3 2753830 40728 2753830 Registrations 711210 2416202 2416202 Membership dues 711300 522298 522298 U.S. Open revenue 711300 101097 101097 3039597 153980 153980 490263 541099 -50836 -50836 -50836 Other revenue 900099 3230 3230 3230 5899801 3039597 0 106374 58601 58601 19662 19662 610002 457594 89294 63114 1765856 1324659 258493 182704 42571 31935 6232 4404 282844 212176 41404 29264 163628 122746 23952 16930 124432 124432 189812 189812 42901 42901 326532 324616 1916 19539 19501 38 104383 17167 28107 59109 99778 40813 50055 8910 78177 78177 105515 79522 21873 4120 34438 25834 5041 3563 18109 18109 9098 9098 League expenses 1037771 1037771 Event expenses 305926 280159 14531 11236 Apparel 105596 96712 8884 Player refunds 39023 39023 3060 3060 5587254 4188491 1013455 385308 225165 225299 1696045 1854692 222819 86839 47260 47121 233541 51066 50913 182475 7706959 6624492 6034 126902 9955195 9147820 390449 265885 198087 222216 26486 147431 615022 635532 X 9307673 8400098 32500 112190 9340173 8512288 9955195 9147820 312547 -1140432 0 X X 0 1 X 1 0 X 2130206 2254221 2688016 2536694 2753830 12362967 3650360 3875787 2321415 2711787 3039597 15598946 9157 1467 0 927 3230 14781 5789723 6131475 5009431 5249408 5796657 27976694 2100029 2185046 2201483 1999275 2575575 11061408 0 2100029 2185046 2201483 1999275 2575575 11061408 16915286 11478 11040 4288 149812 153980 330598 0 0 2233459 0 0 2233459 11478 11040 2237747 149812 153980 2564057 5801201 6142515 7247178 5399220 5950637 30540751 0.55390 0.56840 0.08400 0.07940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90759 51066 39693 142782 142782 182475 Operating lease liability 147431 147431 X 4748792 -1140432 32324 -1108108 5856900 42901 42901 5899801 5576677 32324 32324 5544353 42901 42901 5587254 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. 1 Clarke County Parks & Recreation 225 Al Smith Circle Berryville VA 22611 541070553 115 10000 0 N/A N/A 2022 Facility Restoration Grant DC Department of Parks & Recreation 1275 First Street NE Washington DC 20002 536001131 115 8900 0 N/A N/A 2022 Facility Restoration Grant 2 0 Scholarships 49 19662 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 259114 0 65523 0 450 0 25534 0 22967 0 373588 0 0 0 Elizabeth Twomey Chief Operating Officer 175597 0 27770 0 828 0 9660 0 22559 0 236414 0 0 0 X 3 525 Fair Market Value X 1 150 Fair Market Value X 19 7195 Fair Market Value X Tennis Equip 14 17140 Fair Market Value X Gift Baskets/Sets 33 9783 Fair Market Value X Gift Cards 17 3435 Fair Market Value X Event tickets 3 2500 Fair Market Value 0 0 0 Form 990, Part III, Line 1, Description of Organization Mission: USTA Mid-Atlantic 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 nearly 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 4a, Tennis Programs & Service Initiatives: USTA League Program & Adult Social Program: Nearly 20,000 people play USTA Mid-Atlantic Adult League Tennis 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 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 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 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 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 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 opportunities and events. We provide technical support, guidance, curriculum, resources and more to community providers to support their efforts to engage people in every and all communities with tennis and grow the sport. 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 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 access to the sport and 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 Assistance 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. The Community Engagement program supports local tennis providers and community tennis organizations that are creating a stronger sense of community and well-being through tennis. Grant funding is provided to support introductory tennis programs for all ages with a focus on growing the sport while incorporating community, character and well-being aspects within the programs. Girls Rule the Court is a pilot program to address gender inequity in youth sports developed by USTA Mid-Atlantic 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 three 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 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 The Bylaws were amended in January 2022. Section 3.3 was amended- revising "Directors may succeed themselves in office, but shall not serve the greater of four (4) terms or eight (8) years, provided that the Board of Directors may permit a fifth term of two (2) years as a Director if the Director is elected to serve as USTA Delegate." to "Directors may succeed themselves in office, but shall not serve more than four (4) consecutive terms, provided that the Board of Directors may permit a fifth term of two (2) years as a Director if the Director is elected to serve as USTA Delegate. After a break in service of one year or longer, a person is eligible to serve on the Board again." Form 990, Part VI, Section A, line 6 Membership in USTA MAS consists of USTA member clubs and organizations and individuals in good standing within the USTA MAS 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 18779 3471042 USTAMid-Atlantic Foundation