Ladera Oaks Inc
Ladera Oaks Inc's network
9 people2 organisationsi9 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brenda LO | Director | 2020 | 6 yrs |
| Cathy Sutherland Finklestein | Director | 2023 | 3 yrs |
| Dana Hall | Director | 2023 | 3 yrs |
| Meera Sripathy | Vice President | 2024 | 2 yrs |
| Paul Charrette | President | 2022 | 4 yrs |
| Scott Ritchey | Director | 2023 | 3 yrs |
| Stacey Capps | Company secretary | 2024 | 2 yrs |
| TOM PAI | Treasurer | 2023 | 3 yrs |
| Tres Evans | Director | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Katie Elgaaen | General Manager | since 2022 |
| Kevin Kopenski | Finance Manager (From 12/2022) | since 2022 |
| Kimberly Wilcox | Finance Manager (To 12/2022) | since 2019 |
| Leigh Ann Dennis | General Manager | since 2018 |
| Nicholas Wooters | Director of Competitive Swimming | 2020 |
| Ray Bilsey | Tennis Pro | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Katie Elgaaen | General Manager | 40 | $212k | $31k | |
| Kevin Kopenski | Finance Manager | 40 | $146k | $27k | |
| Ray Bilsey | Tennis Pro | 40 | $133k | $20k | |
| Paul Charrette | President | 15 | $0 | ||
| Meera Sripathy | Vice President | 5 | $0 | ||
| Stacey Capps | Secretary | 10 | $0 | ||
| Tom Pai | Treasurer | 5 | $0 | ||
| Brenda Lo | Director | 1 | $0 | ||
| Cathy Sutherland Finklestein | Director | 1 | $0 | ||
| Dana Hall | Director | 1 | $0 | ||
| Scott Ritchey | Director | 1 | $0 | ||
| Tres Evans | Director | 1 | $0 |
About
- Legal name
- Ladera Oaks Inc
- EIN
- 941476241
- Address
- 3249 Alpine Rd, Portola Vally, CA, 94028-7522
- State
- California
- Mission
- At ladera oaks, we are committed to building a strong community through high-quality and competitive swimming, racquet sports, and fitness programs. We aim to provide a relaxed and family-friendly atmosphere with a unique vibe that supports personal growth, healthy living, and the enjoyment of sports. Our goal is to offer excellent facilities, expert coaching, and a welcoming environment for... (as filed on the Form 990)
- Activity (NTEE)
- N50 Recreation and sports
- IRS classification
- 501(c)07 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Recreation & Sports
- Size band
- 8 (IRS master file code)
- Formed
- 1958
- Principal officer
- Katie Elgaaen (as named on the Form 990)
- IRS ruling date
- 1 December 1963
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥7years on the filingsTres Evans
≥6years on the filingsBrenda LO
≥4years on the filingsPaul Charrette
≥3years on the filingsCathy Sutherland Finklestein
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $10.6m
- Total liabilities
- $866k
- Net assets or fund balances
- $9.8m
- Contributions and grants received
- $0
- Program service revenue
- $5.2m
- Employees
- 107
- Volunteers
- 10
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $5.3m | $5.5m | Deficit $199k |
As filed on the IRS Form 990. US dollars.