2013 nca annual report - national club association
TRANSCRIPT
ADVOCATE FOR CLUBS ANSWERS FOR CLUB LEADERS
A n n u a l R e p o r t 2 0 1 3
National Club Association Annual Report 20131
Board Chairman and President & CEO A Message from Our
Dear Colleagues, 2013 was a watershed year in terms of advancing NCA’s role as the trusted resource on trends and issues impacting private clubs. Thanks to your support we were able to take a multi-platform approach to pro- vide education and answers for club leaders nationwide in addition to our meaningful work advocating for private clubs on Capitol Hill.
The implementation of the Affordable Care Act emerged in 2013 as a top concern of private clubs across the country. NCA was able to re- spond quickly with timely and reliable health care law information:
• We launched weekly Health Care Town Hall Meetings, which allowed NCA members to call in at a designated time to get their questions an- swered by Brad D. Steele and learn from the concerns of their peers.
• We also established The NCA Health Care Resource Center, an online source for compliance and implementation news and information most relevant to private clubs.
• Club Director, NCA CONNECT and SmartBrief articles about ACA also advanced member understanding on this subject.
The publication of two best selling products further expanded our reach and demonstrated our core competencies in terms of predicting and responding to trends and issues unique to private clubs:
• HR Management: Best Practices for Private Clubs, has become a must-have industry resource featuring useful downloadable, cus- tomizable forms, policies and other HR tools.
• NCA produced the invaluable trends publication Navigating the Fu- ture: The Outlook for Private Clubs in addition to a Highlights version capturing the most important takeaways and directives in 10 topic areas. These publications, funded by the NCA Foundation, were a product of a multi-phase research study of the private club industry launched in order to shed light on top trends and challenges facing clubs in the years ahead. Cutting-edge research conducted in part by the McMahon Group utilized interactive forecasting, surveys and focus groups to evaluate ways in which the makeup of the club industry is shifting and ways to achieve success in the future.
NCA continues its commitment to providing comprehensive resources and high-impact educational programs to our members, and works every day to advocate on behalf of private clubs.
NCA and our allies strive to make an impact in Washington, D.C. on the areas most meaningful to private clubs including tempering the reach of the National Labor Relations Board and protecting the H-2B Visa pro- gram, which is used by many private clubs to secure foreign, seasonal
Lake Toxaway Country Club New NCA Member 2013
Ibis Golf & Country Club New NCA Member 2013
1201 15th Street NW
Susanne R. Wegrzyn President & CEO
Thomas E. Gaston, Jr. Chairman
workers when American workers are unwilling or unavailable to do the work. NCA will continue to be the voice for our members’ needs on Capi- tol Hill and we are looking forward to a productive 2014.
We recognize that club leaders depend on the success of the private club industry as a whole. We therefore encourage you to take advantage of all that NCA has to offer and encourage your friends and colleagues to do the same. Together, we can secure a strong and vibrant future for private clubs. Thank you for your support of our work informing the industry, protecting your rights and championing your future.
Best wishes for 2014,
CHAIRMAN Thomas E. Gaston, Jr., CCM The Pacific-Union Club San Francisco, California
VICE CHAIRMAN Kirk O. Reese, CCM The Los Angeles Country Club Los Angeles, California
SECRETARY Philip R. Kiester The Country Club of Virginia Richmond, Virginia
TREASURER Samuel P. Bell, Jr. The California Club Los Angeles, California
IMMEDIATE PAST CHAIRMAN John D. Zook, CPA Union League of Philadelphia Philadelphia, Pennsylvania
NCA Board
DIRECTORS Bernard R. Baker, III Gunster Law Firm West Palm Beach, Florida
Michael J. Bates Prime Policy Group Washington, D.C.
C. J. Bendy, Jr., CCM, CCE River Oaks Country Club Houston, Texas
Ted M. Benn Thompson & Knight LLP Dallas, Texas
Robert Markionni Chicago District Golf Association Lemont, Illinois
Christine Pooler Merion Golf Club Ardmore, Pennsylvania
Kevin F. Reilly PBMares, LLP Fairfax, Virginia
Robyn Nordin Stowell Stinson Leonard Street LLP Phoenix, Arizona
Frank J. Vain McMahon Group, Inc. St. Louis, Missouri
Kevin P. Vitale, CCM Baltusrol Golf Club Springfield, New Jersey
Terra S. H. Waldron The Desert Highlands Association Scottsdale, Arizona
PRESIDENT & CEO Susanne R. Wegrzyn
The Country Club at DC Ranch New NCA Member 2013
VISION To be the ultimate source of infor- mation and advocacy for private clubs and their leaders.
MISSION To defend, protect and advance the interests and well-being of private, social and recreational clubs.
National Club Association Annual Report 20133
Government Relations As with every new Congress, there was hope that 2013 would be a productive year in Washington. With comprehensive immigration reform and tax reform deemed high priorities, it seemed issues important to the private club industry would receive sig- nificant attention.
Unfortunately, as the First Session of the 113th Congress closed, those issues were not fully addressed. In fact, less than 60 bills became law in 2013—the lowest in post-WWII history.
Despite this slowdown in Congress, NCA was active as always in putting our members’ needs first, fighting for measures benefitting the private club industry such as tempering the reach of the National Labor Rela- tions Board, encouraging the use of the E-Verify system and safeguarding the H2-B Visa Program.
2013 Issues Health Care Reform Three pieces of legislation related to health care reform were introduced but not brought forward for votes in 2013:
• Legislation to change the definition of a full-time employee;
• A bill to change the threshold number of employees for a club to fall under the law; and
• An effort to remove seasonal employees from being counted as full-time employees.
It is anticipated that these bills will get a vote in 2014.
In addition, legislative efforts to remove the 2.3 per- cent medical device tax and the health insurance tax, two taxes that hit clubs in the form of higher health insurance premiums, should see action in 2014.
While these legislative initiatives could provide some necessary relief for clubs, the political environment may have to change for these bills to become law. However, they are measures that will help private clubs and will continue to be a priority for NCA in the coming year.
Comprehensive Immigration Reform With the club industry employing a significant num- ber of foreign workers, immigration reform has become a high priority for NCA. NCA and our allies on the Essential Worker Immigration Coalition fought for
comprehensive immigration reform (CIR) in 2013 and were successful in getting a measure passed in the Senate that would allow for the future flow of legal, foreign labor and better workability for H-2B visa pro- gram users. Unfortunately, that legislation was never brought forward in the House of Representatives.
With the 2014 elections on the horizon, it may seem that CIR is dead; however, Speaker of the House John Boehner (R-Ohio) has signaled that he is willing to tackle the issue in 2014. Since this is an extremely im- portant issue for the Latino community—one of the fasting growing voting blocks in the country—both parties want to be seen as responsive before the next elections. As such, there may be movement on immi- gration legislation by the summer of 2014.
Comprehensive Tax Reform On the tax front, the Chairman of the House Ways and Means Committee, Rep. Dave Camp (R-Mich.), and the Chairman of the Senate Finance Committee, Sen. Max Baucus (D-Mont.), spent considerable time crafting a comprehensive tax reform measure in 2013. Their goal was to reduce the top individual and corporate tax rates to around 25 percent. To do that, many cur- rent tax deductions would have to be curtailed, caus- ing numerous groups to voice their concerns. In turn, this made movement of a bill much more difficult.
With Chairman Baucus about to resign from the Sen- ate to become America’s next Ambassador to China, and with Chairman Camp in his last year leading Ways and Means, it seems that the Internal Revenue Code will likely stay unchanged in 2014.
National Club Association Annual Report 2013 4
2013 Regulatory Issues The Employer Mandate Regulations With the health care law firmly in place, NCA and our allies on the Small Business Coalition for Affordable Healthcare awaited the dissemination of the new em- ployer mandate regulations to determine the impact of the proposed rules.
From complicated calculations to determine whether a club falls under the law to tracking employee hours, the rules will make complying with the law both time consuming and costly. In response, NCA and our allies submitted proposed changes to the Internal Revenue Service (IRS).
Though the IRS has provided clubs with some safe-harbors and workarounds in the rules, ma- jor issues, such as clarifying the status of seasonal employees, still have not been addressed. NCA will continue to push for changes in these and other areas in 2014.
Despite the challenges posed by the law and its rules, there was some positive news that came from our efforts in 2013. In response to the concerns raised by NCA and numerous other trade associations, the president agreed to delay the full implementation of the employer mandate regulations for one year. Thus, private clubs now have another year to prepare for the full effects of the law.
Regulatory Agency Confirmations The Department of Labor and the National Labor Relations Board had new regulations on hold because each agency was in need of new confirmed leaders to get rules out of the door. The leaders have now been confirmed, and it is anticipated more regulations will be coming from newly installed agency heads that will impact the operations of private clubs.
Outlook for 2014 Though 2014 will be challenging due to the fact that it is an election year, NCA still expects to be extremely busy as your advocate on Capitol Hill.
On the legislative front, there will be a renewed push to increase the federal minimum wage and another fight to increase the country’s debt ceiling that will take up much of the first quarter. But then, addition- al health care activity and immigration reform will come to the forefront. After that, election year politics will take over.
On the regulatory front, the final employer man- date rules for health care should be released early in 2014. When they are issued, questions sur- rounding seasonal employees will be answered. Should those answers not be satisfactory, NCA will pursue all avenues to address the challenges clubs might face.
NCA appreciates the strong support of its members and allies in 2013 and will continue to focus on the needs of the private club industry in 2014.
NATIONAL GOLF DAY 2013 On April 16, 2013, the National Club Association joined other prominent voices in the world of golf for the 6th annual National Golf Day on Capitol Hill. These allied organizations, forming the WE ARE GOLF coalition, met with Congressional representatives from across the country to discuss the many important ways that golf is more than “just a game,” addressing key economical, health and wellness, social, charitable and environmental policy components connected to the sport.
NCA Directors Kevin P. Vitale, general manager/COO of Baltusrol Golf Club in New Jersey and Robert I. Schramm, a member of the Capitol Hill Club of Washington, D.C., joined President & CEO Susanne R. Wegrzyn and Vice President of Government Relations and General Counsel Brad Steele to represent NCA at the event. Over the course of National Golf Day, NCA completed a full schedule of productive meetings with representatives of prominent Senate and House Republicans on issues important to the future of the golf industry.
NCA President & CEO Susanne R. Wegrzyn and NCA Board Member Kevin P. Vitale, General Manager/COO of Baltusrol Golf Club
National Club Association Annual Report 20135
Educational Resources and Publications ANSWERS FOR CLUB LEADERS
In 2013, NCA focused on providing tools and resources to ensure a strong and vibrant future for the private club industry. Topics ranging from human resources and technology to health care and trends were addressed in a variety of ways to keep club leaders on the cutting edge. NCA introduced new member services, produced comprehensive reports and published high-impact articles covering business, legal, legislative, governance and trends information.
Club Director Magazine Club Director, NCA’s flagship publication, provides club leaders with current, in-depth information on a wide ar- ray of topics. In 2013, the magazine presented guidance on using of social media, creating employee wellness programs and engaging staff through strategic com- munications. Insightful analysis and discussions with industry experts on technology, labor issues and club culture were balanced by best practices for effective club governance and operations.
Based on reader feedback, the magazine introduced new columns including “Experts’ Corner” to answer specific club questions and “Club Stats” to present the latest data-driven infographics to fulfill readers’ needs for detailed facts and figures.
“I was reading through the Spring 2013 issue of Club Director last night and, although I’ve always found the magazine of NCA informa- tive, came across a number of articles that caught my attention. From the cover story, Employee Connections, to Jim Muldowney’s article on Creating a Culture of Service, the articles were current and informative. That said, it was Inventive Events that pushed me over the top and led to this e-mail and the submittal of our Member Application!”
Paul K. Skelton, CCM General Manager / Chief Operating Officer The Country Club at DC Ranch
Club Director, Winter 2013 Club Director, Fall 2012
THE MAGAZINE OF THE NATIONAL CLUB ASSOCIATION
S U M M E R 2 0 1 3 | W W W . N A T I O N A L C L U B . O R G
Social Media for Clubs Property Tax Assessment Infographic: Club IT Spending
TECHNOLOGY DIVING INTO A Discussion with Industry Leaders
Club Director, Summer 2013
THE MAGAZINE OF THE NATIONAL CLUB ASSOCIATION
S P R I N G 2 0 1 3 | W W W . N A T I O N A L C L U B . O R G
Signature Events The Employer Mandate Club Committees
Club Director, Spring 2013
National Club Association Annual Report 2013 6
HR Management: Best Practices for Private Clubs A comprehensive resource on human resource management for clubs was published in May. HR Management: Best Practices for Private Clubs, equips club leaders with new knowledge and tools for workplace planning, the hiring process, training and performance management, compensation and benefits, workplace safety, legal compliance issues and more. The publication advocates for a strategic approach to human resources that integrates HR into a club’s long-term plan, mission and vision and culture.
HR Management addresses workforce challenges by guiding club leaders through the development and implementation of HR policies and practices. This industry resource also includes downloadable, customizable forms, policies and other HR tools—including a sample employee handbook.
This comprehensive guide was made possible by a grant from the National Club Association Foundation. Leading industry experts and private club professionals with proven leadership in HR management and labor law experts provided additional support and guidance.
Navigating the Future: The Outlook for Private Clubs Trends and how they impact the private club industry are a primary fo- cus of NCA. A new study, Navigating the Future: The Outlook for Private Clubs, takes a forward-looking approach to providing insight on how clubs are likely to evolve over the next 5-10 years including top trends and the challenges clubs will face. The study advances the conversation beyond information sharing to provide directives that help clubs make informed everyday and long-term decisions.
The NCA Foundation funded this extensive project, launched in the spring of 2013. It utilized a number of research methodologies such as interac- tive forecasting, surveys and focus groups to evaluate ways in which the makeup of the club industry is shifting, ways to achieve success in the future, the impact of increasing competition for club services, and how the club of the future and its membership might differ from today.
Phase one of the study measured qualitative predictions from experts about the overall club industry makeup and health, membership issues, finances and other topics related to club operations and the member- ship experience. Phase two of the study was quantitative and further examined, tested and refined predictions and points-of-view using a survey instrument.
The research study, conducted in part by the McMahon Group, Inc., was conducted in the spring and summer of 2013. Additionally, NCA closely monitored macro trends impacting private clubs throughout the year, reviewing sources ranging from government reports, industry journals and newspaper articles to research findings and business studies. This secondary research formed the basis for the macro view observations presented in the publication.
HR MANAGEMENT: Best Practices for Private Clubs
N ational Club Association
OPERATION S RESOURCE SERIES
NAVIGATING THE FUTURE: The Outlook for Private Clubs
Navigating the Future: The Outlook for Private Clubs is the seminal publication for 2013 and beyond for the club industry because of its new and noteworthy information and tangible advice.
The most comprehensive handbook on human resource management for clubs.
National Club Association Annual Report 20137
The NCA Health Care Resource Center In order to help the private club industry prepare for the full implementation of the Affordable Care Act (ACA), NCA developed a new online Health Care Resource Cen- ter for members. ACA has been a moving target, with changing deadlines and delays, making it difficult for busy club leaders to stay informed and adapt to compli- ance updates. NCA’s Health Care Resource Center helps clubs navigate the emerging provisions of ACA.
Given the overwhelming amount of information about ACA in circulation, the Compliance and Imple- mentation page succinctly packages what clubs need to know by providing clear and concise regulatory updates, implementation timelines, taxation guide- lines and more.
The Resource Center also features a compilation of the best information available from NCA and other trusted sources, empowering members to make in- formed decisions about the health care law. The News and Information page organizes resources by topics, like employer mandates and state exchanges for quick and easy access to information. On this page, NCA also offers helpful tools like decision trees and links to relevant news articles on a daily basis.
The History page shares links to NCA articles sum- marizing major milestones, key changes and setbacks related to the new health care law.
The health care reform law may require mandates a number of changes to the way your club handles health care benefits and unrelated small business issues. By creating the Health Care Resource Center, NCA will keep members updated so private clubs can navigate the evolving nature of compliance require- ments in the coming months and years.
NCA Periodicals NCA e-newsletters are another valuable way we keep members updated and informed. NCA’s arsenal of resources include:
• NCA CONNECT: Our monthly newsletter covering key trends; club planning, governance and opera- tions; and important legal, legislative and regulatory updates to help keep club leaders ahead of the curve.
• Washington Weekly Update: An insider’s per- spective on Capitol Hill activities and developments affecting the private club industry.
• NCA SmartBrief: Our weekly news digest for in- dustry leaders on the latest headlines and informa- tion relating to private club industry news, trends, golf, membership and operations.
• Member Alerts: Timely information sent directly to members when new and relevant legislative, regulatory or other issues arise.
NCA publications displayed at the 2013 National Club Conference
Look famil iar? NCA has made sure to keep our members informed about key changes and addit ions to our Health Care Resource Center through t imely member alerts.
National Club Association Annual Report 2013 8
Through strategic, long-term and mutually beneficial relationships, industry partners work hand-in-hand with NCA to advance the interests of private clubs—engaging with industry professionals to develop vital education, outreach and informational resources. Launched in 2010, the NCA Corporate Partner Program now includes five members. NCA is in talks with additional potential partners for 2014.
Corporate Partner Program
DENEHY Club Thinking Partners
Participation • Knowledge • Success
Education Building for the Future 2013 National Club Conference
The National Club Association held its landmark 10th annual National Club Conference on April 28-30, 2013, at the Boca Raton Resort and Club in Boca Raton, Florida. Celebrating a decade of education for club leaders, the conference featured an extensive lineup of expert speakers addressing important issues across three key education tracks: Trends Affecting the Future of Clubs; Legislative, Regulatory and Legal Issues for Clubs; and Building Effective Club Governance.
Club managers and their board members gathered from across the country at the event to learn, network and enjoy the conference’s elegant social events, resulting in the most well-attended conference to date. At the conference’s luncheon, NCA held its first-ever Vendor Showcase, an intimate forum for attendees to learn more about event sponsors and allied organizations.
The conference’s “Legal, Legislative and Regulatory Issues” track featured a special address by Congressman Ron DeSantis (R-Fla.). DeSantis spoke about the major concerns facing the 113th Congress, including issues involved with the implementation of the Affordable Care Act.
Regional Conferences In 2013, the National Club Association once again hosted a number of regional education events and conferences, bringing our renowned edu- cational programming on the road to club leaders across the country.
Addressing issues such as club industry trends, health care reform and the essentials of club marketing, these popular events took place in southern New Jersey, San Francisco, Houston, Dallas and St. Louis.
Webinars NCA also offered a full schedule of webinars in 2013. The series on health care were among the most popular webinars of the year. Webi- nars also addressed the economics of club renovations, wellness ser- vices and fitness programs, strategic HR, food and event trends, crisis communications, and club technology, as well as membership reten- tion and clubs and unions. In addition, the series offered members opportunities to learn about governance topics such as audit commit- tees, financial statements and preventing fraud. All webinar programs are available to members on the NCA website.
Industry leaders discuss technology innova- tions at the 2013 National Club Conference
NCA Leadership with Rep. Ron DeSantis (R-Fla.) at the 2013 National Club Con- ference in Boca Raton, Fla. Front: NCA President & CEO Susanne R. Wegrzyn and NCA Chairman Thomas E. Gaston, Jr., CCM. Back: VP of Government Relations & General Counsel Brad D. Steele, Rep. DeSantis, and John’s Island Club General Manager Brian R. Kroh, CCM.
National Club Association Annual Report 2013 10
NCA Foundation
Approximately 65 percent of the 2013 contributions and pledges were made by individual member clubs or club leaders (including dues check off contribu- tions), demonstrating the broad-based support for the Foundation across the private club industry.
The Foundation was also fortunate to gain support from NCA’s Corporate Partners, who contributed 9 percent of the total funding, and allied organizations in the private club industry, which contributed 26 percent.
Major gifts received in 2013:
CORPORATE PARTNERS • Condon O’Meara McGinty & Donnelly LLP • GSI Executive Search • Global Allies
ALLIED ORGANIZATIONS • The Florida Chapter of the Club Managers Associa-
tion of America • The Metropolitan Club Foundation • The Philadelphia Club Foundation • The Georgia Chapter of the Club Managers Associa-
tion of America
Funding was also provided from ongoing multi-year commitments made by the following generous donors:
• DENEHY Club Thinking Partners • McGladrey • The National Capitol Chapter of the Club Managers
Association of America
The NCA Foundation is grateful to the nearly 300 private club industry leaders who donated more than $228,000 in multi-year commitments and gifts in FY13—our most successful fundraising year to date. The generosity of these donors has given a tremendous start to the NCA Foundation’s Securing the Future Campaign, a three- year effort to raise $500,000 in support.
CHAIRMAN Jeffrey P. McFadden, CCM, CCE The Union League of Philadelphia Philadelphia, Pennsylvania
VICE PRESIDENT David H. Voorhees, CCM, CCE Big Canyon Country Club Newport Beach, California
SECRETARY/TREASURER Kevin F. Reilly PBMares, LLP Fairfax, Virginia
DIRECTORS Paul Astbury Ocean Reef Club North Key Largo, Florida
Joseph F. Beditz, PhD National Golf Foundation Jupiter, Florida
David B. Chag, CCM The Country Club Chestnut Hill, Massachusetts
Robert Crifasi, CCM, CCE, CPA New Orleans Country Club New Orleans, Louisiana
Dan M. Denehy, CCM, CHA Club Thinking Partners Fairfield, Connecticut
Michael L. Hardy Canterbury Golf Club Cleveland, Ohio
Douglas T. Howe PGA National Palm Beach Gardens, Florida
Brian R. Kroh, CCM John’s Island Club Vero Beach, Florida
Stephen Ready VCT Boston, Massachusetts
Christine Pooler Merion Golf Club Ardmore, Pennsylvania
Frank T. Stover, CCM The Chicago Club Chicago, Illinois
Tammy Tassitano McGladrey Ft. Lauderdale, Florida
Kevin P. Vitale, CCM Baltusrol Golf Club Springfield, New Jersey
NCA Foundation Board
National Club Association Annual Report 201311
The growing level of charitable support has enabled the Foundation to provide increased funding for vital programs in recent years, with projects that involve analyzing data, assessing club needs, forecasting trends and educating club leaders. Specific programs funded in FY13 or proposed for FY14 include:
Trends Research and Education Initiatives Building on years of support for trends research and education projects, in 2013 the Foundation funded a new multi-phase trends research study which was designed to provide clubs with a sense of direction related to upcoming changes and guidance on how to respond.
This extensive project utilized a number of re- search methodologies such as interactive forecast- ing, surveys and focus groups to evaluate ways in which the makeup of the club industry is shifting, ways to achieve success in the future, the impact of increasing competition for club services, and how the club of the future and its membership might differ from today. The research was conducted in the spring and summer of 2013 with the assistance of the McMahon Group.
Research findings are contained in a comprehen- sive report, Navigating the Future: The Outlook for Private Clubs, and a Highlights report has been sent to all NCA members.
For 2014, the ongoing trends initiatives funded by the NCA Foundation include:
• A new quarterly trends report in 2014 co-branded with the McMahon Group. This will expand the trends information provided to members from an annual overview to quarterly reports that focus on specific areas.
• An online forum for sharing trends content on an ongoing basis, providing a dynamic format for clubs to share their experiences—including specific examples of strategies and options that have been successful for other clubs.
The Board Leadership Institute Building on its existing resources for private club di- rectors, in 2013 NCA launched the Board Leadership Institute, designed to develop highly effective boards that are well prepared for the future. The Institute’s goal is to empower club boards to address key strategic issues through educational programs and materials focused on the best practices of successful industry leaders.
Upcoming Board Leadership Institute projects in- clude:
• A board “toolkit” to provide best practice informa- tion that can improve board effectiveness
• A study to determine which health care options clubs are considering in response to the new law and the potential financial impact
• Research and analysis focusing on strategic is- sues for technology planning, including future IT investments
The National Club Conference The National Club Conference is the venue where club leaders meet. Each year the conference unites private club leaders and industry representatives to network and discuss key topics of concern to clubs throughout the country. The NCA Foundation has been a supporter of the Conference every year since its inception, with an increased contributions in 2013 and 2014.
The 2013 National Club Conference, a 1½-day event in Boca Raton, Florida, was the most well-attend- ed conference to date, featuring three key educa- tion tracks: Trends Affecting the Future of Clubs; Legislative, Regulatory and Legal Issues for Clubs; and Building Effective Club Governance. The 2014 Conference will take place in San Francisco, on April 27-29, 2014.
NCA Webinars NCA’s webinar series gives private club leaders the tools they need to prepare for the changes and chal- lenges affecting clubs, including new regulations, shifting trends, and fresh ideas for improving club operations and governance. Each interactive webinar features an open forum following the presentation, offering direct access to leading industry experts. The NCA Foundation has helped fund the series since its inception in 2012.
National Club Association Annual Report 201311
National Club Association Annual Report 2013 12
2013 Donors
Florida Chapter Club Managers Association $5,000 $25,000
McGladrey $5,000 $25,000
BENEFACTOR
National Capital Club Managers Association $2,500 $15,000
River Oaks Country Club $2,500 $10,000
Union League of Philadelphia $2,500 $10,000
The Country Club $2,500 $10,000
Volunteer Chapter Club Managers Association $2,500 $10,000
Wilmington Country Club $2,500 $10,000
LEADER
Georgia Chapter Club Managers Association $1,000 $5,000
Grandfather Golf and Country Club $1,250 $5,000
Michael L. Hardy $1,000 $2,000
Tammy Tassitano $1,500 $6,000
SUPPORTER
Evanston Golf Club $500 $2,500
Michael D. Seabrook $250 $1,000 Note: List current as of January 15, 2014. NCAF donors who contributed up to $250 are listed on the NCA Foundation website, www.ncafoundation.org.
AMBASSADOR ($10,000 - $24,999)
GUARDIAN ($5,000 - $9,999)
Golden State Chapter of CMAA Philadelphia Club Foundation
GSI Executive Search
BENEFACTOR ($2,500 - $4,999)
Los Angeles Country Club
David Chag Phil Kiester
Frank Stover Robert Crifasi
Jupiter Island Club Tammy Tassitano
Kevin Reilly The McMahon Group
Lakewood Country Club Westchester Country Club
Merion Golf Club Wilshire Country Club
FRIEND ($500 - $999)
Robert Markionni
Greg Crawford The Family Club
John Daum The Sulgrave Club
Orchid Island Golf & Beach Club Thomas Preuml
Southern Hills Country Club University Club of New York
The Birchwood Club William Shonk
Thank You to the NCA Foundation Donors for 2013
National Club Association Annual Report 2013 12
The NCA Foundation donor list continues to grow with contributions from nearly 300 organizations and indi- viduals, including country, city, golf, athletic, yacht and other private clubs; club leaders and board members; allied chapters, associations and foundations; club industry vendors; influential players in the club community.
These diverse supporters recognize the challenges within today’s private club community and the importance of the research and education initiatives pursued by the NCA Foundation.
National Club Association Annual Report 201313
VISIONARY ($25,000 - $49,999)
McGladrey Philadelphia Club Foundation
National Capital Club Managers Association
Jeffrey P. McFadden
GUARDIAN ($5,000 - $9,999)
BENEFACTOR ($2,500 - $4,999)
TRUSTEE ($1,000 - $2,499)
Baltusrol Golf Club
Phillip Kiester
Robert Crifasi
Robyn Stowell
Susanne Wegrzyn
Tammy Tassitano
Terra Waldron
University Club of Chicago
Ivanhoe Club Samuel Bell
Luke O’Boyle The Westmoor Club
Mark Bado Union League Club of Chicago
Navesink Country Club Wilmington Country Club
Portage Country Club
FRIEND ($500 - $999)
Bel-Air Country Club Polo Club of Boca Raton
Bent Pine Golf Club Riviera Country Club
Bethesda Country Club Southern Hills Country Club
Cherry Valley Club St. Francis Yacht Club
Conway Farms Golf Club The Club at Mediterra
Country Club of Fairfield The Country Club of Fairfield
Dale Miller The University Club of New York
Jurgen Gross The Wilshire Country Club
Lehigh Country Club Timothy Bakels
Missouri Athletic Club University Club of New York
SUPPORTER ($250 - $499)
Paul Craven
Orchid Island Golf & Beach Club
Note: NCAF donors who contributed up to $150 are listed on the NCA Foun- dation website, www.ncafoundation.org
Thank You to the NCA Foundation Donors for 2012
“As a general manager, I know all too well that informed leadership is vital to a successful club. The NCA Foundation’s top-notch resources and programs have become essential for managing my club. I support the Foundation with a personal gift, beyond my club’s contribution, because I know how much it will benefit me and others in leadership positions at clubs. ”
Terra Waldron, COO/Vice Pres., Desert Highlands Association
“The tools and resources produced by the NCA Foundation are consistently of the highest quality. I am always excited to find out what projects they are working on next, because I know that they will be helpful to me in succesfully managing the Club.”
Christine Pooler, General Manager, Merion Golf Club
National Club Association Annual Report 201313
National Club Association Annual Report 2013 14
This information has been derived from NCA’s reviewed financial statements.
National Club Association & Affiliate Consolidated Statements of Financial Position YEAR ENDED SEPTEMBER 30: 2012 2013 ASSETS
Cash and Investments $1,056,277 $1,126,085 Other Assets 319,742 403,186 Property and Equipment, Net 18,506 63,294
Total Assets $1,394,525 $1,592,565
Total Liabilities 832,887 918,061
Total Liabilities & Net Assets $1,394,525 $1,592,565
National Club Association & Affiliate Consolidated Statements of Activities
YEAR ENDED SEPTEMBER 30: 2012 2013 UNRESTRICTED ACTIVITIES Revenue Membership Dues $935,925 $947,026 Publications, Advertising & Fees 87,599 80,986 Contributions 194,124 115,340 Other Income 161,941 184,733
1,379,589 1,328,085 Net assets released from restrictions 120 45,660
Total Revenue and Support 1,379,209 1,373,745
Expense Program Services Marketing/Member Services 257,683 286,624 Communications 250,759 263,784 Deferred Dues Revenue 246,714 301,183
Total Program Services 755,156 851,591
Supporting Services Administration 402,485 393,856 Board and Governance 95,829 90,535 Fund Raising 15,527 23,739
Total Supporting Services 513,841 508,130 Total Expense 1,268,997 1,359,721 Change in Unrestricted Net Assets 110,712 14,024
TEMPORARILY RESTRICTED ACTIVITIES Net Assets Released from Restrictions 69,926 98,842
CHANGE IN NET ASSETS 180,638 112,866
NET ASSET Beginning of Year 381,000 561,638 End of Year $561,638 $674,504
TOTAL REVENUE by CATEGORY
PROGRAM EXPENSE by CATEGORY
TOTAL EXPENSE by CATEGORY
A n n u a l R e p o r t 2 0 1 3
National Club Association Annual Report 20131
Board Chairman and President & CEO A Message from Our
Dear Colleagues, 2013 was a watershed year in terms of advancing NCA’s role as the trusted resource on trends and issues impacting private clubs. Thanks to your support we were able to take a multi-platform approach to pro- vide education and answers for club leaders nationwide in addition to our meaningful work advocating for private clubs on Capitol Hill.
The implementation of the Affordable Care Act emerged in 2013 as a top concern of private clubs across the country. NCA was able to re- spond quickly with timely and reliable health care law information:
• We launched weekly Health Care Town Hall Meetings, which allowed NCA members to call in at a designated time to get their questions an- swered by Brad D. Steele and learn from the concerns of their peers.
• We also established The NCA Health Care Resource Center, an online source for compliance and implementation news and information most relevant to private clubs.
• Club Director, NCA CONNECT and SmartBrief articles about ACA also advanced member understanding on this subject.
The publication of two best selling products further expanded our reach and demonstrated our core competencies in terms of predicting and responding to trends and issues unique to private clubs:
• HR Management: Best Practices for Private Clubs, has become a must-have industry resource featuring useful downloadable, cus- tomizable forms, policies and other HR tools.
• NCA produced the invaluable trends publication Navigating the Fu- ture: The Outlook for Private Clubs in addition to a Highlights version capturing the most important takeaways and directives in 10 topic areas. These publications, funded by the NCA Foundation, were a product of a multi-phase research study of the private club industry launched in order to shed light on top trends and challenges facing clubs in the years ahead. Cutting-edge research conducted in part by the McMahon Group utilized interactive forecasting, surveys and focus groups to evaluate ways in which the makeup of the club industry is shifting and ways to achieve success in the future.
NCA continues its commitment to providing comprehensive resources and high-impact educational programs to our members, and works every day to advocate on behalf of private clubs.
NCA and our allies strive to make an impact in Washington, D.C. on the areas most meaningful to private clubs including tempering the reach of the National Labor Relations Board and protecting the H-2B Visa pro- gram, which is used by many private clubs to secure foreign, seasonal
Lake Toxaway Country Club New NCA Member 2013
Ibis Golf & Country Club New NCA Member 2013
1201 15th Street NW
Susanne R. Wegrzyn President & CEO
Thomas E. Gaston, Jr. Chairman
workers when American workers are unwilling or unavailable to do the work. NCA will continue to be the voice for our members’ needs on Capi- tol Hill and we are looking forward to a productive 2014.
We recognize that club leaders depend on the success of the private club industry as a whole. We therefore encourage you to take advantage of all that NCA has to offer and encourage your friends and colleagues to do the same. Together, we can secure a strong and vibrant future for private clubs. Thank you for your support of our work informing the industry, protecting your rights and championing your future.
Best wishes for 2014,
CHAIRMAN Thomas E. Gaston, Jr., CCM The Pacific-Union Club San Francisco, California
VICE CHAIRMAN Kirk O. Reese, CCM The Los Angeles Country Club Los Angeles, California
SECRETARY Philip R. Kiester The Country Club of Virginia Richmond, Virginia
TREASURER Samuel P. Bell, Jr. The California Club Los Angeles, California
IMMEDIATE PAST CHAIRMAN John D. Zook, CPA Union League of Philadelphia Philadelphia, Pennsylvania
NCA Board
DIRECTORS Bernard R. Baker, III Gunster Law Firm West Palm Beach, Florida
Michael J. Bates Prime Policy Group Washington, D.C.
C. J. Bendy, Jr., CCM, CCE River Oaks Country Club Houston, Texas
Ted M. Benn Thompson & Knight LLP Dallas, Texas
Robert Markionni Chicago District Golf Association Lemont, Illinois
Christine Pooler Merion Golf Club Ardmore, Pennsylvania
Kevin F. Reilly PBMares, LLP Fairfax, Virginia
Robyn Nordin Stowell Stinson Leonard Street LLP Phoenix, Arizona
Frank J. Vain McMahon Group, Inc. St. Louis, Missouri
Kevin P. Vitale, CCM Baltusrol Golf Club Springfield, New Jersey
Terra S. H. Waldron The Desert Highlands Association Scottsdale, Arizona
PRESIDENT & CEO Susanne R. Wegrzyn
The Country Club at DC Ranch New NCA Member 2013
VISION To be the ultimate source of infor- mation and advocacy for private clubs and their leaders.
MISSION To defend, protect and advance the interests and well-being of private, social and recreational clubs.
National Club Association Annual Report 20133
Government Relations As with every new Congress, there was hope that 2013 would be a productive year in Washington. With comprehensive immigration reform and tax reform deemed high priorities, it seemed issues important to the private club industry would receive sig- nificant attention.
Unfortunately, as the First Session of the 113th Congress closed, those issues were not fully addressed. In fact, less than 60 bills became law in 2013—the lowest in post-WWII history.
Despite this slowdown in Congress, NCA was active as always in putting our members’ needs first, fighting for measures benefitting the private club industry such as tempering the reach of the National Labor Rela- tions Board, encouraging the use of the E-Verify system and safeguarding the H2-B Visa Program.
2013 Issues Health Care Reform Three pieces of legislation related to health care reform were introduced but not brought forward for votes in 2013:
• Legislation to change the definition of a full-time employee;
• A bill to change the threshold number of employees for a club to fall under the law; and
• An effort to remove seasonal employees from being counted as full-time employees.
It is anticipated that these bills will get a vote in 2014.
In addition, legislative efforts to remove the 2.3 per- cent medical device tax and the health insurance tax, two taxes that hit clubs in the form of higher health insurance premiums, should see action in 2014.
While these legislative initiatives could provide some necessary relief for clubs, the political environment may have to change for these bills to become law. However, they are measures that will help private clubs and will continue to be a priority for NCA in the coming year.
Comprehensive Immigration Reform With the club industry employing a significant num- ber of foreign workers, immigration reform has become a high priority for NCA. NCA and our allies on the Essential Worker Immigration Coalition fought for
comprehensive immigration reform (CIR) in 2013 and were successful in getting a measure passed in the Senate that would allow for the future flow of legal, foreign labor and better workability for H-2B visa pro- gram users. Unfortunately, that legislation was never brought forward in the House of Representatives.
With the 2014 elections on the horizon, it may seem that CIR is dead; however, Speaker of the House John Boehner (R-Ohio) has signaled that he is willing to tackle the issue in 2014. Since this is an extremely im- portant issue for the Latino community—one of the fasting growing voting blocks in the country—both parties want to be seen as responsive before the next elections. As such, there may be movement on immi- gration legislation by the summer of 2014.
Comprehensive Tax Reform On the tax front, the Chairman of the House Ways and Means Committee, Rep. Dave Camp (R-Mich.), and the Chairman of the Senate Finance Committee, Sen. Max Baucus (D-Mont.), spent considerable time crafting a comprehensive tax reform measure in 2013. Their goal was to reduce the top individual and corporate tax rates to around 25 percent. To do that, many cur- rent tax deductions would have to be curtailed, caus- ing numerous groups to voice their concerns. In turn, this made movement of a bill much more difficult.
With Chairman Baucus about to resign from the Sen- ate to become America’s next Ambassador to China, and with Chairman Camp in his last year leading Ways and Means, it seems that the Internal Revenue Code will likely stay unchanged in 2014.
National Club Association Annual Report 2013 4
2013 Regulatory Issues The Employer Mandate Regulations With the health care law firmly in place, NCA and our allies on the Small Business Coalition for Affordable Healthcare awaited the dissemination of the new em- ployer mandate regulations to determine the impact of the proposed rules.
From complicated calculations to determine whether a club falls under the law to tracking employee hours, the rules will make complying with the law both time consuming and costly. In response, NCA and our allies submitted proposed changes to the Internal Revenue Service (IRS).
Though the IRS has provided clubs with some safe-harbors and workarounds in the rules, ma- jor issues, such as clarifying the status of seasonal employees, still have not been addressed. NCA will continue to push for changes in these and other areas in 2014.
Despite the challenges posed by the law and its rules, there was some positive news that came from our efforts in 2013. In response to the concerns raised by NCA and numerous other trade associations, the president agreed to delay the full implementation of the employer mandate regulations for one year. Thus, private clubs now have another year to prepare for the full effects of the law.
Regulatory Agency Confirmations The Department of Labor and the National Labor Relations Board had new regulations on hold because each agency was in need of new confirmed leaders to get rules out of the door. The leaders have now been confirmed, and it is anticipated more regulations will be coming from newly installed agency heads that will impact the operations of private clubs.
Outlook for 2014 Though 2014 will be challenging due to the fact that it is an election year, NCA still expects to be extremely busy as your advocate on Capitol Hill.
On the legislative front, there will be a renewed push to increase the federal minimum wage and another fight to increase the country’s debt ceiling that will take up much of the first quarter. But then, addition- al health care activity and immigration reform will come to the forefront. After that, election year politics will take over.
On the regulatory front, the final employer man- date rules for health care should be released early in 2014. When they are issued, questions sur- rounding seasonal employees will be answered. Should those answers not be satisfactory, NCA will pursue all avenues to address the challenges clubs might face.
NCA appreciates the strong support of its members and allies in 2013 and will continue to focus on the needs of the private club industry in 2014.
NATIONAL GOLF DAY 2013 On April 16, 2013, the National Club Association joined other prominent voices in the world of golf for the 6th annual National Golf Day on Capitol Hill. These allied organizations, forming the WE ARE GOLF coalition, met with Congressional representatives from across the country to discuss the many important ways that golf is more than “just a game,” addressing key economical, health and wellness, social, charitable and environmental policy components connected to the sport.
NCA Directors Kevin P. Vitale, general manager/COO of Baltusrol Golf Club in New Jersey and Robert I. Schramm, a member of the Capitol Hill Club of Washington, D.C., joined President & CEO Susanne R. Wegrzyn and Vice President of Government Relations and General Counsel Brad Steele to represent NCA at the event. Over the course of National Golf Day, NCA completed a full schedule of productive meetings with representatives of prominent Senate and House Republicans on issues important to the future of the golf industry.
NCA President & CEO Susanne R. Wegrzyn and NCA Board Member Kevin P. Vitale, General Manager/COO of Baltusrol Golf Club
National Club Association Annual Report 20135
Educational Resources and Publications ANSWERS FOR CLUB LEADERS
In 2013, NCA focused on providing tools and resources to ensure a strong and vibrant future for the private club industry. Topics ranging from human resources and technology to health care and trends were addressed in a variety of ways to keep club leaders on the cutting edge. NCA introduced new member services, produced comprehensive reports and published high-impact articles covering business, legal, legislative, governance and trends information.
Club Director Magazine Club Director, NCA’s flagship publication, provides club leaders with current, in-depth information on a wide ar- ray of topics. In 2013, the magazine presented guidance on using of social media, creating employee wellness programs and engaging staff through strategic com- munications. Insightful analysis and discussions with industry experts on technology, labor issues and club culture were balanced by best practices for effective club governance and operations.
Based on reader feedback, the magazine introduced new columns including “Experts’ Corner” to answer specific club questions and “Club Stats” to present the latest data-driven infographics to fulfill readers’ needs for detailed facts and figures.
“I was reading through the Spring 2013 issue of Club Director last night and, although I’ve always found the magazine of NCA informa- tive, came across a number of articles that caught my attention. From the cover story, Employee Connections, to Jim Muldowney’s article on Creating a Culture of Service, the articles were current and informative. That said, it was Inventive Events that pushed me over the top and led to this e-mail and the submittal of our Member Application!”
Paul K. Skelton, CCM General Manager / Chief Operating Officer The Country Club at DC Ranch
Club Director, Winter 2013 Club Director, Fall 2012
THE MAGAZINE OF THE NATIONAL CLUB ASSOCIATION
S U M M E R 2 0 1 3 | W W W . N A T I O N A L C L U B . O R G
Social Media for Clubs Property Tax Assessment Infographic: Club IT Spending
TECHNOLOGY DIVING INTO A Discussion with Industry Leaders
Club Director, Summer 2013
THE MAGAZINE OF THE NATIONAL CLUB ASSOCIATION
S P R I N G 2 0 1 3 | W W W . N A T I O N A L C L U B . O R G
Signature Events The Employer Mandate Club Committees
Club Director, Spring 2013
National Club Association Annual Report 2013 6
HR Management: Best Practices for Private Clubs A comprehensive resource on human resource management for clubs was published in May. HR Management: Best Practices for Private Clubs, equips club leaders with new knowledge and tools for workplace planning, the hiring process, training and performance management, compensation and benefits, workplace safety, legal compliance issues and more. The publication advocates for a strategic approach to human resources that integrates HR into a club’s long-term plan, mission and vision and culture.
HR Management addresses workforce challenges by guiding club leaders through the development and implementation of HR policies and practices. This industry resource also includes downloadable, customizable forms, policies and other HR tools—including a sample employee handbook.
This comprehensive guide was made possible by a grant from the National Club Association Foundation. Leading industry experts and private club professionals with proven leadership in HR management and labor law experts provided additional support and guidance.
Navigating the Future: The Outlook for Private Clubs Trends and how they impact the private club industry are a primary fo- cus of NCA. A new study, Navigating the Future: The Outlook for Private Clubs, takes a forward-looking approach to providing insight on how clubs are likely to evolve over the next 5-10 years including top trends and the challenges clubs will face. The study advances the conversation beyond information sharing to provide directives that help clubs make informed everyday and long-term decisions.
The NCA Foundation funded this extensive project, launched in the spring of 2013. It utilized a number of research methodologies such as interac- tive forecasting, surveys and focus groups to evaluate ways in which the makeup of the club industry is shifting, ways to achieve success in the future, the impact of increasing competition for club services, and how the club of the future and its membership might differ from today.
Phase one of the study measured qualitative predictions from experts about the overall club industry makeup and health, membership issues, finances and other topics related to club operations and the member- ship experience. Phase two of the study was quantitative and further examined, tested and refined predictions and points-of-view using a survey instrument.
The research study, conducted in part by the McMahon Group, Inc., was conducted in the spring and summer of 2013. Additionally, NCA closely monitored macro trends impacting private clubs throughout the year, reviewing sources ranging from government reports, industry journals and newspaper articles to research findings and business studies. This secondary research formed the basis for the macro view observations presented in the publication.
HR MANAGEMENT: Best Practices for Private Clubs
N ational Club Association
OPERATION S RESOURCE SERIES
NAVIGATING THE FUTURE: The Outlook for Private Clubs
Navigating the Future: The Outlook for Private Clubs is the seminal publication for 2013 and beyond for the club industry because of its new and noteworthy information and tangible advice.
The most comprehensive handbook on human resource management for clubs.
National Club Association Annual Report 20137
The NCA Health Care Resource Center In order to help the private club industry prepare for the full implementation of the Affordable Care Act (ACA), NCA developed a new online Health Care Resource Cen- ter for members. ACA has been a moving target, with changing deadlines and delays, making it difficult for busy club leaders to stay informed and adapt to compli- ance updates. NCA’s Health Care Resource Center helps clubs navigate the emerging provisions of ACA.
Given the overwhelming amount of information about ACA in circulation, the Compliance and Imple- mentation page succinctly packages what clubs need to know by providing clear and concise regulatory updates, implementation timelines, taxation guide- lines and more.
The Resource Center also features a compilation of the best information available from NCA and other trusted sources, empowering members to make in- formed decisions about the health care law. The News and Information page organizes resources by topics, like employer mandates and state exchanges for quick and easy access to information. On this page, NCA also offers helpful tools like decision trees and links to relevant news articles on a daily basis.
The History page shares links to NCA articles sum- marizing major milestones, key changes and setbacks related to the new health care law.
The health care reform law may require mandates a number of changes to the way your club handles health care benefits and unrelated small business issues. By creating the Health Care Resource Center, NCA will keep members updated so private clubs can navigate the evolving nature of compliance require- ments in the coming months and years.
NCA Periodicals NCA e-newsletters are another valuable way we keep members updated and informed. NCA’s arsenal of resources include:
• NCA CONNECT: Our monthly newsletter covering key trends; club planning, governance and opera- tions; and important legal, legislative and regulatory updates to help keep club leaders ahead of the curve.
• Washington Weekly Update: An insider’s per- spective on Capitol Hill activities and developments affecting the private club industry.
• NCA SmartBrief: Our weekly news digest for in- dustry leaders on the latest headlines and informa- tion relating to private club industry news, trends, golf, membership and operations.
• Member Alerts: Timely information sent directly to members when new and relevant legislative, regulatory or other issues arise.
NCA publications displayed at the 2013 National Club Conference
Look famil iar? NCA has made sure to keep our members informed about key changes and addit ions to our Health Care Resource Center through t imely member alerts.
National Club Association Annual Report 2013 8
Through strategic, long-term and mutually beneficial relationships, industry partners work hand-in-hand with NCA to advance the interests of private clubs—engaging with industry professionals to develop vital education, outreach and informational resources. Launched in 2010, the NCA Corporate Partner Program now includes five members. NCA is in talks with additional potential partners for 2014.
Corporate Partner Program
DENEHY Club Thinking Partners
Participation • Knowledge • Success
Education Building for the Future 2013 National Club Conference
The National Club Association held its landmark 10th annual National Club Conference on April 28-30, 2013, at the Boca Raton Resort and Club in Boca Raton, Florida. Celebrating a decade of education for club leaders, the conference featured an extensive lineup of expert speakers addressing important issues across three key education tracks: Trends Affecting the Future of Clubs; Legislative, Regulatory and Legal Issues for Clubs; and Building Effective Club Governance.
Club managers and their board members gathered from across the country at the event to learn, network and enjoy the conference’s elegant social events, resulting in the most well-attended conference to date. At the conference’s luncheon, NCA held its first-ever Vendor Showcase, an intimate forum for attendees to learn more about event sponsors and allied organizations.
The conference’s “Legal, Legislative and Regulatory Issues” track featured a special address by Congressman Ron DeSantis (R-Fla.). DeSantis spoke about the major concerns facing the 113th Congress, including issues involved with the implementation of the Affordable Care Act.
Regional Conferences In 2013, the National Club Association once again hosted a number of regional education events and conferences, bringing our renowned edu- cational programming on the road to club leaders across the country.
Addressing issues such as club industry trends, health care reform and the essentials of club marketing, these popular events took place in southern New Jersey, San Francisco, Houston, Dallas and St. Louis.
Webinars NCA also offered a full schedule of webinars in 2013. The series on health care were among the most popular webinars of the year. Webi- nars also addressed the economics of club renovations, wellness ser- vices and fitness programs, strategic HR, food and event trends, crisis communications, and club technology, as well as membership reten- tion and clubs and unions. In addition, the series offered members opportunities to learn about governance topics such as audit commit- tees, financial statements and preventing fraud. All webinar programs are available to members on the NCA website.
Industry leaders discuss technology innova- tions at the 2013 National Club Conference
NCA Leadership with Rep. Ron DeSantis (R-Fla.) at the 2013 National Club Con- ference in Boca Raton, Fla. Front: NCA President & CEO Susanne R. Wegrzyn and NCA Chairman Thomas E. Gaston, Jr., CCM. Back: VP of Government Relations & General Counsel Brad D. Steele, Rep. DeSantis, and John’s Island Club General Manager Brian R. Kroh, CCM.
National Club Association Annual Report 2013 10
NCA Foundation
Approximately 65 percent of the 2013 contributions and pledges were made by individual member clubs or club leaders (including dues check off contribu- tions), demonstrating the broad-based support for the Foundation across the private club industry.
The Foundation was also fortunate to gain support from NCA’s Corporate Partners, who contributed 9 percent of the total funding, and allied organizations in the private club industry, which contributed 26 percent.
Major gifts received in 2013:
CORPORATE PARTNERS • Condon O’Meara McGinty & Donnelly LLP • GSI Executive Search • Global Allies
ALLIED ORGANIZATIONS • The Florida Chapter of the Club Managers Associa-
tion of America • The Metropolitan Club Foundation • The Philadelphia Club Foundation • The Georgia Chapter of the Club Managers Associa-
tion of America
Funding was also provided from ongoing multi-year commitments made by the following generous donors:
• DENEHY Club Thinking Partners • McGladrey • The National Capitol Chapter of the Club Managers
Association of America
The NCA Foundation is grateful to the nearly 300 private club industry leaders who donated more than $228,000 in multi-year commitments and gifts in FY13—our most successful fundraising year to date. The generosity of these donors has given a tremendous start to the NCA Foundation’s Securing the Future Campaign, a three- year effort to raise $500,000 in support.
CHAIRMAN Jeffrey P. McFadden, CCM, CCE The Union League of Philadelphia Philadelphia, Pennsylvania
VICE PRESIDENT David H. Voorhees, CCM, CCE Big Canyon Country Club Newport Beach, California
SECRETARY/TREASURER Kevin F. Reilly PBMares, LLP Fairfax, Virginia
DIRECTORS Paul Astbury Ocean Reef Club North Key Largo, Florida
Joseph F. Beditz, PhD National Golf Foundation Jupiter, Florida
David B. Chag, CCM The Country Club Chestnut Hill, Massachusetts
Robert Crifasi, CCM, CCE, CPA New Orleans Country Club New Orleans, Louisiana
Dan M. Denehy, CCM, CHA Club Thinking Partners Fairfield, Connecticut
Michael L. Hardy Canterbury Golf Club Cleveland, Ohio
Douglas T. Howe PGA National Palm Beach Gardens, Florida
Brian R. Kroh, CCM John’s Island Club Vero Beach, Florida
Stephen Ready VCT Boston, Massachusetts
Christine Pooler Merion Golf Club Ardmore, Pennsylvania
Frank T. Stover, CCM The Chicago Club Chicago, Illinois
Tammy Tassitano McGladrey Ft. Lauderdale, Florida
Kevin P. Vitale, CCM Baltusrol Golf Club Springfield, New Jersey
NCA Foundation Board
National Club Association Annual Report 201311
The growing level of charitable support has enabled the Foundation to provide increased funding for vital programs in recent years, with projects that involve analyzing data, assessing club needs, forecasting trends and educating club leaders. Specific programs funded in FY13 or proposed for FY14 include:
Trends Research and Education Initiatives Building on years of support for trends research and education projects, in 2013 the Foundation funded a new multi-phase trends research study which was designed to provide clubs with a sense of direction related to upcoming changes and guidance on how to respond.
This extensive project utilized a number of re- search methodologies such as interactive forecast- ing, surveys and focus groups to evaluate ways in which the makeup of the club industry is shifting, ways to achieve success in the future, the impact of increasing competition for club services, and how the club of the future and its membership might differ from today. The research was conducted in the spring and summer of 2013 with the assistance of the McMahon Group.
Research findings are contained in a comprehen- sive report, Navigating the Future: The Outlook for Private Clubs, and a Highlights report has been sent to all NCA members.
For 2014, the ongoing trends initiatives funded by the NCA Foundation include:
• A new quarterly trends report in 2014 co-branded with the McMahon Group. This will expand the trends information provided to members from an annual overview to quarterly reports that focus on specific areas.
• An online forum for sharing trends content on an ongoing basis, providing a dynamic format for clubs to share their experiences—including specific examples of strategies and options that have been successful for other clubs.
The Board Leadership Institute Building on its existing resources for private club di- rectors, in 2013 NCA launched the Board Leadership Institute, designed to develop highly effective boards that are well prepared for the future. The Institute’s goal is to empower club boards to address key strategic issues through educational programs and materials focused on the best practices of successful industry leaders.
Upcoming Board Leadership Institute projects in- clude:
• A board “toolkit” to provide best practice informa- tion that can improve board effectiveness
• A study to determine which health care options clubs are considering in response to the new law and the potential financial impact
• Research and analysis focusing on strategic is- sues for technology planning, including future IT investments
The National Club Conference The National Club Conference is the venue where club leaders meet. Each year the conference unites private club leaders and industry representatives to network and discuss key topics of concern to clubs throughout the country. The NCA Foundation has been a supporter of the Conference every year since its inception, with an increased contributions in 2013 and 2014.
The 2013 National Club Conference, a 1½-day event in Boca Raton, Florida, was the most well-attend- ed conference to date, featuring three key educa- tion tracks: Trends Affecting the Future of Clubs; Legislative, Regulatory and Legal Issues for Clubs; and Building Effective Club Governance. The 2014 Conference will take place in San Francisco, on April 27-29, 2014.
NCA Webinars NCA’s webinar series gives private club leaders the tools they need to prepare for the changes and chal- lenges affecting clubs, including new regulations, shifting trends, and fresh ideas for improving club operations and governance. Each interactive webinar features an open forum following the presentation, offering direct access to leading industry experts. The NCA Foundation has helped fund the series since its inception in 2012.
National Club Association Annual Report 201311
National Club Association Annual Report 2013 12
2013 Donors
Florida Chapter Club Managers Association $5,000 $25,000
McGladrey $5,000 $25,000
BENEFACTOR
National Capital Club Managers Association $2,500 $15,000
River Oaks Country Club $2,500 $10,000
Union League of Philadelphia $2,500 $10,000
The Country Club $2,500 $10,000
Volunteer Chapter Club Managers Association $2,500 $10,000
Wilmington Country Club $2,500 $10,000
LEADER
Georgia Chapter Club Managers Association $1,000 $5,000
Grandfather Golf and Country Club $1,250 $5,000
Michael L. Hardy $1,000 $2,000
Tammy Tassitano $1,500 $6,000
SUPPORTER
Evanston Golf Club $500 $2,500
Michael D. Seabrook $250 $1,000 Note: List current as of January 15, 2014. NCAF donors who contributed up to $250 are listed on the NCA Foundation website, www.ncafoundation.org.
AMBASSADOR ($10,000 - $24,999)
GUARDIAN ($5,000 - $9,999)
Golden State Chapter of CMAA Philadelphia Club Foundation
GSI Executive Search
BENEFACTOR ($2,500 - $4,999)
Los Angeles Country Club
David Chag Phil Kiester
Frank Stover Robert Crifasi
Jupiter Island Club Tammy Tassitano
Kevin Reilly The McMahon Group
Lakewood Country Club Westchester Country Club
Merion Golf Club Wilshire Country Club
FRIEND ($500 - $999)
Robert Markionni
Greg Crawford The Family Club
John Daum The Sulgrave Club
Orchid Island Golf & Beach Club Thomas Preuml
Southern Hills Country Club University Club of New York
The Birchwood Club William Shonk
Thank You to the NCA Foundation Donors for 2013
National Club Association Annual Report 2013 12
The NCA Foundation donor list continues to grow with contributions from nearly 300 organizations and indi- viduals, including country, city, golf, athletic, yacht and other private clubs; club leaders and board members; allied chapters, associations and foundations; club industry vendors; influential players in the club community.
These diverse supporters recognize the challenges within today’s private club community and the importance of the research and education initiatives pursued by the NCA Foundation.
National Club Association Annual Report 201313
VISIONARY ($25,000 - $49,999)
McGladrey Philadelphia Club Foundation
National Capital Club Managers Association
Jeffrey P. McFadden
GUARDIAN ($5,000 - $9,999)
BENEFACTOR ($2,500 - $4,999)
TRUSTEE ($1,000 - $2,499)
Baltusrol Golf Club
Phillip Kiester
Robert Crifasi
Robyn Stowell
Susanne Wegrzyn
Tammy Tassitano
Terra Waldron
University Club of Chicago
Ivanhoe Club Samuel Bell
Luke O’Boyle The Westmoor Club
Mark Bado Union League Club of Chicago
Navesink Country Club Wilmington Country Club
Portage Country Club
FRIEND ($500 - $999)
Bel-Air Country Club Polo Club of Boca Raton
Bent Pine Golf Club Riviera Country Club
Bethesda Country Club Southern Hills Country Club
Cherry Valley Club St. Francis Yacht Club
Conway Farms Golf Club The Club at Mediterra
Country Club of Fairfield The Country Club of Fairfield
Dale Miller The University Club of New York
Jurgen Gross The Wilshire Country Club
Lehigh Country Club Timothy Bakels
Missouri Athletic Club University Club of New York
SUPPORTER ($250 - $499)
Paul Craven
Orchid Island Golf & Beach Club
Note: NCAF donors who contributed up to $150 are listed on the NCA Foun- dation website, www.ncafoundation.org
Thank You to the NCA Foundation Donors for 2012
“As a general manager, I know all too well that informed leadership is vital to a successful club. The NCA Foundation’s top-notch resources and programs have become essential for managing my club. I support the Foundation with a personal gift, beyond my club’s contribution, because I know how much it will benefit me and others in leadership positions at clubs. ”
Terra Waldron, COO/Vice Pres., Desert Highlands Association
“The tools and resources produced by the NCA Foundation are consistently of the highest quality. I am always excited to find out what projects they are working on next, because I know that they will be helpful to me in succesfully managing the Club.”
Christine Pooler, General Manager, Merion Golf Club
National Club Association Annual Report 201313
National Club Association Annual Report 2013 14
This information has been derived from NCA’s reviewed financial statements.
National Club Association & Affiliate Consolidated Statements of Financial Position YEAR ENDED SEPTEMBER 30: 2012 2013 ASSETS
Cash and Investments $1,056,277 $1,126,085 Other Assets 319,742 403,186 Property and Equipment, Net 18,506 63,294
Total Assets $1,394,525 $1,592,565
Total Liabilities 832,887 918,061
Total Liabilities & Net Assets $1,394,525 $1,592,565
National Club Association & Affiliate Consolidated Statements of Activities
YEAR ENDED SEPTEMBER 30: 2012 2013 UNRESTRICTED ACTIVITIES Revenue Membership Dues $935,925 $947,026 Publications, Advertising & Fees 87,599 80,986 Contributions 194,124 115,340 Other Income 161,941 184,733
1,379,589 1,328,085 Net assets released from restrictions 120 45,660
Total Revenue and Support 1,379,209 1,373,745
Expense Program Services Marketing/Member Services 257,683 286,624 Communications 250,759 263,784 Deferred Dues Revenue 246,714 301,183
Total Program Services 755,156 851,591
Supporting Services Administration 402,485 393,856 Board and Governance 95,829 90,535 Fund Raising 15,527 23,739
Total Supporting Services 513,841 508,130 Total Expense 1,268,997 1,359,721 Change in Unrestricted Net Assets 110,712 14,024
TEMPORARILY RESTRICTED ACTIVITIES Net Assets Released from Restrictions 69,926 98,842
CHANGE IN NET ASSETS 180,638 112,866
NET ASSET Beginning of Year 381,000 561,638 End of Year $561,638 $674,504
TOTAL REVENUE by CATEGORY
PROGRAM EXPENSE by CATEGORY
TOTAL EXPENSE by CATEGORY