2025 Annual Meeting Booklet

Page 1


San Jose Country Club Annual Meeting

February 12th, 2025

Welcome 2025 San Jose Country Club Board of Governors

Brian Flynn Membership Committee
Matt Saxton Golf & Grounds
Melinda Stivers Social & Entertainment
John Pomroy Golf & Grounds
Pate Foshee Building & Security
Nancy Hennessy Pool, Fitness, Tennis
Steve Simmons Pool, Fitness, Tennis
Connie Turner Building & Security
Ken Akel Budget & Finance
Lauren DeAlexandris Membership
Chuck Kalb Social & Entertainment
Hans Vanden Noort Budget & Finance

Welcome 2025 San Jose Country Club Board of Governors Officers

Jim Tilbrook Secretary
Doug Saunders President Elect
Will Morgan 2025 President
Ladson Montgomery Past President
Bucky Buchanan Treasurer

Thank You!

Thank you to all of our 2024 volunteer leaders for their invaluable time and energy that they have dedicated to our Club!

Board of Governors

Ken Akel

Eric Blocker

Lauren DeAlexandris

Bois Farrar

Pate Foshee

Nancy Hennessy

Jamie Olinto

John Pomroy

Doug Saunders

Connie Turner

Hans Vanden Noort

Board Officers

Ladson Montgomery - President

Will Morgan - President Elect

Stephen Frick - Past President

Steve Simmons - Treasurer

Melinda Stivers - Secretary

Strategic Planning

Ladson Montgomery

Will Morgan

Stephen Frick

Cary Helton

Bois Farrar

Doug Saunders

Pate Foshee

Executive

Ladson Montgomery

Will morgan

Bois Farrar

Doug Saunders

Pate Foshee

Golf & Grounds

Bois Farrar - Chair

John Pomroy - Chair

Cary Helton

Brian DeAlexandris

John Ambrose

Steve Simmons

Christine Ragazzo

Shar Donovan

David Miller

Camilo Ramirez

Eddie Sidenstricker

Pool/Fitness/Tennis

Nancy Hennessy - Chair

Pam Basney

Amy Cochran

Emily Dostie

Mike Hayman

Michelle Kalil

Melinda Stivers

Chuck Kalb

Social & Entertainment

Eric Blocker - Chair

Lauren DeAlexandris - Chair

Meghan Murphy

Christine McGill

Joey James

Clay Hall

Budget & Finance

Hans Vanden Noort - Chair

Ken Akel - Chair

Lauren DeAlexandris - Chair

Bucky Buchanan

Tyler Lamer

Bob Crouch

Membership

Jamie Olinto - Chair

Doug Saunders - Chair

Connie Turner

Melinda Stivers

Alex Burton

Jesse Hedrick

John Ambrose

Chris Chapman

Kimberly Holland

Dawn Siebenhaar

Building & Security

Pate Foshee - Chair

Connie Turner - Chair

John Murphy

Aaron Curtis

Allison Curtis

Dues & Non Dues

(Total Revenue)

Revenues (Capital Dues & Initiation Fees)

San Jose Country Club 2024 Year End Results

1,023,000

1,050,000

Operating Outcomes

2021- ($691,000)

2022- ($709,000)

2023- ($255,000)

2024- ($23,000)

Net Worth Over Time

Most Important Financial Metric

Growth of Members’ Equity Drives the following

Balance Sheet Strength

Investment in Property, Plant & Equipment

Initiation Fee Growth

Market relevance and competitive standing

The Capital Ledger is the engine that drives Net Worth over time

Net to Gross PPE

New PPE is where a club’s money ends up.

Very accurate and simple test of physical plant condition.

Ratio above median indicates physical assets fresher & more up to date.

Ratio below media indicates physical assets older and more worn.

Club Benchmarking

Club Benchmarking recommends minimum Net Worth growth of 3.5% per year to meet obligatory capital needs.

Capital income for aspirational capital will grow New Worth on top of 3.5%

Obligatory Capital (Maintenance)

Repair and replacement of existing assets.

Goal- Depreciation

Assets cost more to replace than when originally acquired, and fully depreciated assets in use will need to be replaced.

The source of Obligatory Capital is recurring Capital Dues.

Aspirational Capital (Growth)

Expand or enhance existing assets.

Adding new amenities

Current and, even more so, future members are responsible.

The source of Aspirational Capital is Initiation Fee Income & Debt.

Are We Meeting Our Needs?

Able to repair or replace existing assets

Current Members cover depreciation and future members fund aspirational capital

Able to attract new members.

Able to Increase Initiation Fee

AIR

CONDITIONING UNITS

Capital Items

GOLF CARTS

SECURITY CAMERAS AND MONITORING SYSTEM

FITNESS CENTER

PUMP STATION

TRACK LOADER

EXCAVATOR

SELF POUR DRAFT SYSTEM NEW

LANDSCAPING DESIGN FROST

EMPLOYEE BREAK ROOM BEVERAGE CART

ROOF

ENGINEER AND PROJECT

ROUGH MOWER

Behind the Scenes with the SJCC Team

San Jose Country Club Directors

Todd Bork Director of Golf
Marie Waller Director of Tennis
Josh Urbanec Golf Course Superintendent
Brian Nay Chief Financial Officer
Savannah Watson Director of Marketing & Communications
Amanda Anderson Director of Membership Sales
Cydnie Forrest Member Billing
Michael Ayres Executive Chef
Brittany Williams Director of Catering
Stephen Whitson General Manager/COO
Jessica Burns Food & Beverage Manager
Shana Holland Director of HR
Randy Woodrum Director of Fitness & Aquatics

160+

It takes a village, and we are grateful to have a team of over 160 hardworking individuals!

We prioritize investing in our people to ensure they are equipped with the skills and knowledge needed to serve our members exceptionally. We believe in continuous learning, professional development, and providing our team with the right resources that empowers them to deliver the highest level of service and be the best version of themselves.

STAFF MILESTONES

40+ Years

Tim Fidler (41)

25-30 Years

Marie Waller (29)

Sandrell Washington-Smith (27)

Ronnie Washington (27)

Julie Elliott (26)

Todd Bork (25)

20-24 Years

Lynn Flanders (22)

Beqir Omeri (20)

Carol Hillis (20)

15-19 Years

Steven Emanual (19)

Shqiponja Pazi (19)

Landa Nurcellarri (17)

Eric Schroeder (16)

Joe Long (15)

11-14 Years

David Kowalski (13)

Dorian Porada (11)

5-10 Years

Bill Thompson (10)

Wesley Oliver (10)

Denise Carr (10)

Shahip Qefalia (10)

5-10 Years

Brittany Williams (8)

James Cromer (7)

Quiana Snow (7)

Cydnie Forrest (6)

James Hopely (6)

Brett Glidewell (6)

Alexander Acevedo (5)

31,563 ROUNDS OF GOLF

4,581 GYM VISITS

97,552 HOURS OF TENNIS LESSONS

1,643

700

14,390 BEVERAGE CART COVERS

1,603 BANG BANG SHRIMP ORDERS

2,463

24,000

6,500

200 PICKLEBALL PLAYERS

42,350

46,226 OPENS OF THE SAN JOSE NEWSLETTER

45 NEW MEMBERS GOLF LESSONS GIVEN 2,717

145 MEMBER EVENTS

8 MONDAY OUTINGS ON THE COURSE

3,078 MEMBERS ENJOYED SUNDAY BRUNCH

621

210 MOBILE ORDERS

167

TRAINING SESSIONS

19,394 POOL VISITS

9,000 TENNIS BALLS PURCHASED 21,178 BEERS SERVED

20,155 COCKTAILS SERVED AT THE DONALD ROSS BAR

22,004 LIKES ON INSTAGRAM

2025 Club Events

February

February 8 : Barbie Father Daughter Dance

February 13 : Sip & Shop Kendra Scott

February 14 : Sweetheart Dinner

February 19 : Free Movie Night & S’mores

February 22: The Carving Room

February 27 : Happy, Happy Hour

March

March 6 : Frank Family Wine Dinner

March 15 : St Patricks Pub Party

March 22 : Catalina Wine Mixer

March 26 : Traditions Luncheon

March 27 : Happy, Happy Hour

April

April 9 : Make Your Own Pizza & Movie Night

April 9 : Free Sundaes

April 19 : Easter Egg Hunt

April 20 : Easter Brunch

April 24 : Happy, Happy Hour

May

May 3 : Kentucky Derby Party

May 8 : Sip & Shop Kendra Scott

May 13 : Coffee Talk with the GM

May 15 : Ladies Karaoke Night

May 26 : Memorial Day Pool Party

May 29 : Happy, Happy Hour

June

June 4 : Free Cotton Candy Day

June 11 : Happy Hour with the GM

June 26 : Happy, Happy Hour

July

July 3 : July 3rd Celebration

July 4 : 4th of July Pool Party

July 8 : Coffee Talk with the GM

July 24 : Happy, Happy Hour

August

August 13 : Happy Hour with the GM

August 14 : Sip & Shop Kendra Scott

August 28 : Happy, Happy Hour

September

September 1 : Labor Day Pool Party

September 7 : Grandparents Brunch

September 10 : Free Cotton Candy

September 18 : Meet the BOG Members

September 24 : Coffee Talk with the GM

September 25 : Happy, Happy Hour

October

October 4 : Family Camp Night

October 8 : Happy Hour with the GM

October 15 : Free Caramel Apples

October 17 : Fall Fitness Party

October 19 : BOO Brunch

October 24 : FL/GA Oyster Roast

October 30 : Happy, Happy Hour

October 31: Trick-Or-Treat at the Club

November

November 7 : Dueling Pianos

November 8 : Free Movie on the Lawn

November 11 : Coffee Talk with the GM

November 13 : Sip & Shop Kendra Scott

November 20 : Happy, Happy Hour

November 27 : Thanksgiving Brunch

November 29 : Christmas Tree Lighting

December

December 4 : Wreath Workshop

December 7 : Santa Brunch

December 10 : Happy Hour with the GM

December 18 : Happy, Happy Hour

December 21 : Santa’s Workshop

December 31 : NYE Happy Hour & Dinner

CLASS OF 2025 GRADUATION

You guys knocked it out of the park again! Kids were nonstop entertained, and the food & drinks were delicious. The coolers for water, Gatorade, beer, and seltzers were such a great idea! My parents were visiting from NC and commented all night about how attentive and courteous the staff had been all night! And the fireworks…wow! Some of the best I’ve ever seen! Thank you for all your hard work on the event — we’ll cherish these family memories forever!

-Sarah Sidenstricker (Member since 2020)

Great event, I loved the interactive activities that were available, and was so impressed with how well attended the event was!!! Great job EVERYONE!!

-Lisa Martinelli (Member since 1987)

We love all the events at SJCC! Thanks for helping our family build memories. We have been so happy with all the events we have attended this past year. For the Santa Workshop, the food was great, the service was excellent as always, and there were so many fun things to do for the kids. The best part- the adults didn’t have to worry about cleaning up post making the houses. Thanks for making our holidays special!

-Julie Moloney (Member since 2021)

Best Mother Day brunch I have ever attended - this includes the one's we attended at the last two country clubs we were members of before moving to JAX and joining SJCC. Great job Stephen and the entire staff - was a very special morning!

-Alex Burton (Member since 2022)

Last May my husband and I got married at San Jose Country Club. The 10 months of planning leading up to it were a dream, truly The entire staff and specifically Brittany, the event coordinator, went above and beyond to make our day spectacular. I joke with my friends that if I needed a wall moved they would have made it happen. SJCC also had several contacts for vendors that we hired, including a firework event specialists. The entire night was flawless and I will be forever indebted to this wonderful place that made everything go perfect from the time we did our tour to when we were sent off at the end of the night!

-Jacqueline Flynn Digney (Google Reviews)

San Jose Country Club was a beautiful venue! They went over and beyond to make our special day truly magical!! The were professional and accommodating! Great service, food and very helpful!

-Robin J. (Google Reviews)

San Jose Country Club exceeded our expectations! Very workable with our particulars! This was our 2nd time to use the venue and we will use it again! Brittany Williams was an amazing Coordinator! Her attitude and actions were professional, warm and filled with “can-do” assurance!

-Lynn E (Google Reviews)

Club Photo Gallery

We believe in preserving the memories made at San Jose, and our extensive coverage reflects the energy and camaraderie within our community.

Tennis & Fitness Center Highlights

Free Group Exercise Classes

New Green Turf Area

PourMyBeer Self Service Drink Station

Hot Saunas (Mens & Women Locker Rooms)

Brand New Facility

Spa Services (Massage Therapy, Facials, Etc.)

Stop by today and check it out!

533

Children Under 18

780

Total Memberships

The year that our member with the longest tenure at the Club joined!

41

Average Age of a Member

Member Referral Program – Extended through June of 2025

For every new member you refer, who joins the club, you will receive six months of dues credit. This is a wonderful opportunity to not only earn rewards but also to help grow our community with new members who will add to the vibrant atmosphere we all cherish.

KEY DETAILS:

How to Refer: All qualified referral leads must be emailed directly to Amanda at Amanda.anderson@sjccjax.com before the lead reaches out to the club or via the website.

Referral Bonus: For each member you refer to the club you will receive six months of dues credit based o the new member’s category of membership. Promotion Period: This offer is set to expire June 30th, 2025 so be sure to get your membership leads to Amanda today!

Please note that this promotion does not extend to legacy memberships. If you have any questions or would like more information about the Member Referral Program, please don’t hesitate to reach out to Amanda.Anderson@sjccjax.com or call

Membership

Regular Member: A member who is entitled to the use of all facilities and privileges of the Club.

Sports Member: A member who is entitled to the use of all Clubhouse facilities, the swimming pool, tennis courts and fitness facility Sports Members shall not have use of the golf course, or other facilities, except such limited privileges as may be authorized by the Board of Governors.

House Member: A member who is entitled to the use of all Clubhouse facilities, plus use of the swimming pool House Members shall not have use of the golf course, tennis courts, fitness facilities or other facilities, except such limited privileges as may be authorized by the Board of Governors.

Full Member: A member of any age who is entitled to all privileges of that membership class

Senior Member: A member who has attained the age of 65 years, has held a membership for not less than 25 years, and has elected to become a Senior Member Senior Members shall have the same use privileges as all members in their class Dues for Senior Members shall not exceed 70% of such charges to Full members of that class Notwithstanding any other provision of these Bylaws, Senior Members are not voting members and are not eligible for re-classification to any class of voting membership

Junior Member: A member whose age is between 21 and 35 Junior members shall have the same use privileges as Full members of the same class, except that the Board may, in its discretion, restrict use of Club facilities by Junior members on weekends and holidays

National Member: A member whose primary residence is outside Duval, St. Johns, Baker, Clay, and Nassau counties A National Member shall be entitled to the same use privileges as a Full member, except that the Board may limit such privileges or prescribe charges for their use, as the Board may deem appropriate

Survivor Member: Spouses of deceased members may elect to become Survivor Members upon the death of their spouse Survivor Members shall enjoy the privileges of the class of membership to which the deceased member belonged so long as the Survivor Member remains a widow or widower and pays the dues, assessments and charges applicable thereto; except that Survivor Members are not voting members

Transitional Regular Member: A Full Regular Member who is between the age of 35 years and 40 years, and who is eligible and has elected to participate in the Transitional Regular Membership Program as the same may be adopted from time to time by the Board of Governors

Long Range Strategic Plan

Thanks to our successful partnership and collaborative efforts with Club Benchmarking, this past year we received a in depth 5 year strategic plan. This strategic plan not only reflects our commitment to maintaining the highest standards for our club, but also ensures that we are well-equipped with the necessary information for improvements. We are excited about the prospects and confident that this strategic roadmap will not only meet but exceed both our internal and external standards.

January

2024 February 2024

10 Board Members selected with GM for initial virtual interviews

20 Members participated in virtual focus groups

February 2024

6 Staff Members participated in virtual focus groups

March 2024

99 Members completed a written survey

Each committee has now been given a section of the strategic plan, which will then become its main goals for the year. The Management Team will also review the goals monthly. The Board will decide on any modifications to the plan for the coming years.

Strategic Pillars Governance

Our Board of Directors, supported by diverse and engaged Committees, governs the Club in a forward-looking, data-driven manner.

Facilities & Campus

We are committed to the improvement and expansion of our facilities, consistent with our long-range plan, which is reviewed and updated on an annual basis.

Membership

We maintain a high-quality, full membership, with a robust waiting list for both our full golf and social membership categories.

Finance

We judiciously manage and steward our financial resources.

Management & Staffing

We attract and retain an optimized team of high-quality staff members through respect for work-life balance, a competitive compensation & benefits program, and professional development opportunities.

Programming

We offer innovative and compelling member experiences that appeal to a wide variety of Members and create superior Membership engagement

MISSION STATEMENT

To provide a high-quality, family-oriented, golf and country club experience.

VISION STATEMENT

To focus on facilities improvement and the golf experience to become the most soughtafter familyoriented country club in Northeast Florida.

CORE VALUES:

San Jose Country Club’s fundamental beliefs that drive its behavior.

Welcoming – We are an inclusive country club that creates genuine camaraderie by ensuring all members, their families and guests feel at home.

Family – We seek to provide a family-centric approach to the programs and amenities we offer our members, and view our staff as an extension of our family.

Service – We seek to consistently deliver a hospitality experience that is beyond expectations and rooted in our staff’s sincere desire to serve

Quality – We are committed to delivering the highest quality service and amenities, striving for excellence in all that we do.

Experience – We seek to create memorable experiences across all aspects of our operations and interactions with our members.

THANK YOU FOR ATTENDING!

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