2023-08-24T17:43:26-05:00 2022-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2022-01-01 951184680 SAN DIEGO REGIONAL CHAMBER OF COMMERCE SAND 6195441300 402 WEST BROADWAY 1000 SAN DIEGO CA 921013585 JERRY SANDERS CEO 6195441300 2023-08-16 1 JERRY SANDERS 999009999 1 DANIEL P SCHREIBER P00089202 8585871000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JERRY SANDERS 402 WEST BROADWAY 1000 SAN DIEGO CA 921013585 4640602 0 X WWW.SDCHAMBER.ORG X 1870 CA PROVIDE SERVICES THAT WILL PROMOTE A POSITIVE AND BALANCED BUSINESS CLIMATE IN SAN DIEGO 67 66 28 88 0 0 4065306 4552979 9964 1895 6721 45525 442836 -450957 4524827 4149442 1399 155239 0 0 2767244 2755105 0 0 0 1140396 1217527 3909039 4127871 615788 21571 5451651 7299154 1604196 3430128 3847455 3869026 X IT IS THE MISSION OF THE SAN DIEGO REGIONAL CHAMBER OF COMMERCE TO BE THE LEADING, MOST EFFECTIVE ADVOCATE AND VOICE FOR BUSINESS POLICY AND CONNECTIONS IN THE SAN DIEGO-BAJA CALIFORNIA REGION. 1 0 3776374 PROVIDE SERVICES AND EVENTS THAT WILL PROMOTE A POSITIVE BUSINESS CLIMATE IN THE SAN DIEGO, CA REGION. 211148 PROMOTE CROSS-BORDER ECONOMIC GROWTH. 140349 OPERATE PROGRAMS PRIMARILY TO HELP SMALL BUSINESS. 4127871 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 18 0 1 28 1 0 0 0 0 1 1 0 0 0 X 67 66 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JUANICE REYNA 6195441374 402 WEST BROADWAY SUITE 1000 SAN DIEGO CA 92101 JERRY SANDERS PRESIDENT & CEO 40.00 X X 390000 0 0 LISA KAY CHAIR 1.00 X X 0 0 0 NEIL MOHR DIRECTOR 1.00 X 0 0 0 CAROLINE WINN DIRECTOR 1.00 X 0 0 0 CHRISTINE MOORE DIRECTOR 1.00 X 0 0 0 SAM ATTISHA DIRECTOR 1.00 X 0 0 0 ALESSANDRA LEZAMA DIRECTOR 1.00 X 0 0 0 ISAI AMAYA DIRECTOR 1.00 X 0 0 0 CHRIS AMBLE DIRECTOR 1.00 X 0 0 0 ERNESTO ARREDONDO DIRECTOR 1.00 X 0 0 0 PHIL BLAIR DIRECTOR 1.00 X 0 0 0 NIKKI CLAY DIRECTOR 1.00 X 0 0 0 CHRIS CONNOLLY DIRECTOR 1.00 X 0 0 0 HAL DUNNING DIRECTOR 1.00 X 0 0 0 CLARISSA ESTEVEZ DIRECTOR 1.00 X 0 0 0 DAN FELDMAN DIRECTOR 1.00 X 0 0 0 BENJAMIN HADDAD DIRECTOR 1.00 X 0 0 0 KEITH JONES DIRECTOR 1.00 X 0 0 0 BILL KELLER DIRECTOR 1.00 X 0 0 0 KELLY KNOX DIRECTOR 1.00 X 0 0 0 GABRIEL PEREZ-KRIEB DIRECTOR 1.00 X 0 0 0 JOHN LA RAIA DIRECTOR 1.00 X 0 0 0 JOHN LORMON DIRECTOR 1.00 X 0 0 0 LANI LUTAR DIRECTOR 1.00 X 0 0 0 ALBERTO MIER Y TERAN DIRECTOR 1.00 X 0 0 0 DAVID PENDARVIS DIRECTOR 1.00 X 0 0 0 PHIL SERGHINI DIRECTOR 1.00 X 0 0 0 TERESA SILES DIRECTOR 1.00 X 0 0 0 CHRISTINE TRIMBLE DIRECTOR 1.00 X 0 0 0 SHARON VIDAL DIRECTOR 1.00 X 0 0 0 DANA ALLIGOOD DIRECTOR 1.00 X 0 0 0 KIM BREWER DIRECTOR 1.00 X 0 0 0 BOB BROWER DIRECTOR 1.00 X 0 0 0 DEBORA BURKE DIRECTOR 1.00 X 0 0 0 DAVID CHERASHORE DIRECTOR 1.00 X 0 0 0 RODGER DOUGHERTY DIRECTOR 1.00 X 0 0 0 JEFF GATTAS DIRECTOR 1.00 X 0 0 0 CHRIS GRASSA DIRECTOR 1.00 X 0 0 0 GREG HARDY DIRECTOR 1.00 X 0 0 0 TIM KEANE DIRECTOR 1.00 X 0 0 0 FAISEL KHAN DIRECTOR 1.00 X 0 0 0 BILL MAYER DIRECTOR 1.00 X 0 0 0 KARL MILLER DIRECTOR 1.00 X 0 0 0 ERICA OPSTAD DIRECTOR 1.00 X 0 0 0 EDWARD PLANT DIRECTOR 1.00 X 0 0 0 CHRIS RUSSO DIRECTOR 1.00 X 0 0 0 AARON RYAN DIRECTOR 1.00 X 0 0 0 MARGARITA WILDER DIRECTOR 1.00 X 0 0 0 THOMAS WORNHAM DIRECTOR 1.00 X 0 0 0 JULIE COKER DIRECTOR 1.00 X 0 0 0 NANCY GUDINO DIRECTOR 1.00 X 0 0 0 CHRIS HOWARD DIRECTOR 1.00 X 0 0 0 TOM PELLETTE DIRECTOR 1.00 X 0 0 0 MARK CAFFERTY DIRECTOR 1.00 X 0 0 0 BETSY BRENNAN DIRECTOR 1.00 X 0 0 0 STEPHEN BARNETT DIRECTOR 1.00 X 0 0 0 TIMOTHY BARELLI DIRECTOR 1.00 X 0 0 0 MARTHA GILMER DIRECTOR 1.00 X 0 0 0 JOE STUYVESANT DIRECTOR 1.00 X 0 0 0 WHITNEY HODGES DIRECTOR 1.00 X 0 0 0 ADELA DE LA TORRE DIRECTOR 1.00 X 0 0 0 JOE PANETTA DIRECTOR 1.00 X 0 0 0 KIMBERLY BECKER DIRECTOR 1.00 X 0 0 0 HASAN IKHRATA DIRECTOR 1.00 X 0 0 0 MARK BALMERT DIRECTOR 1.00 X 0 0 0 HELEN ROBBINS-MEYER DIRECTOR 1.00 X 0 0 0 JAY GOLDSTONE DIRECTOR 1.00 X 0 0 0 SANDY KERL DIRECTOR 1.00 X 0 0 0 PAUL INGEGNERI DIRECTOR 1.00 X 0 0 0 CLIFFORD RIP RIPPETOE DIRECTOR 1.00 X 0 0 0 VALERIE ATTISHA DIRECTOR 1.00 X 0 0 0 JIMMY AYALA DIRECTOR 1.00 X 0 0 0 ERNESTO BRAVO DIRECTOR 1.00 X 0 0 0 TREVOR BLAIR DIRECTOR 1.00 X 0 0 0 NICOLAS CHAPMAN DIRECTOR 1.00 X 0 0 0 ERNESTO CHAVEZ DIRECTOR 1.00 X 0 0 0 CLARA EVANS DIRECTOR 1.00 X 0 0 0 STEPHEN GAMP DIRECTOR 1.00 X 0 0 0 HANNA GRENE DIRECTOR 1.00 X 0 0 0 ADEL HAGEKHALIL DIRECTOR 1.00 X 0 0 0 MICHAEL HENRY DIRECTOR 1.00 X 0 0 0 JUNE KOMAR DIRECTOR 1.00 X 0 0 0 STAN KOTTKE DIRECTOR 1.00 X 0 0 0 DAVID PEREZ-TEJADA DIRECTOR 1.00 X 0 0 0 MELISSA PETERMAN DIRECTOR 1.00 X 0 0 0 ERICA M PINTO DIRECTOR 1.00 X 0 0 0 MARK SANCHEZ DIRECTOR 1.00 X 0 0 0 JASON MORRIS DIRECTOR 1.00 X 0 0 0 JAYMIE BRADFORD COO, EXECUTIVE VP 40.00 X 239000 0 0 ROBERT BEATTY SECRETARY 40.00 X 65700 0 0 DANA STAFFORD EXEC DIRECTOR, OPERATIONS 40.00 X 145500 0 0 SHERMAN STOCKER CORPORATE RELATIONS MANAGE 40.00 X 196023 0 0 FRED BALDWIN EXECUTIVE DIRECTOR, MEMBERSHIP 40.00 X 141866 0 0 STEFANIE BENVENUTO VICE PRESIDENT, PUBLIC AFF 40.00 X 190000 0 0 ROBERT HACKENS MEMBER RELATIONS DIRECTOR 40.00 X 148401 0 0 1516490 0 0 7 0 1 0 REDFEARN PRODUCTIONS LLC 5663 BALBOA AVE 613 SAN DIEGO CA 92111 EVENT PRODUCTION/AV 109680 1 2414808 1410321 599000 128850 4552979 MISCELLANEOUS INCOME 900099 1895 1895 1895 45525 45525 40203 40203 0 1410321 491160 -491160 -491160 4149442 1895 0 -405432 155239 1516490 797909 275939 164767 606 295403 45052 282481 47781 2450 100905 39374 CONTRIBUTIONS 118251 EVENT EXPENSES 116356 BANK FEES 55279 TELEPHONE 47688 65901 4127871 2008451 1291144 3000929 3025895 131619 255474 151244 103820 228911 122315 159408 106596 2516225 5451651 7299154 804268 645678 619215 268225 180713 2516225 1604196 3430128 X 3847455 3869026 3847455 3869026 5451651 7299154 21571 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101163 0 0 0 0 1 2406857 192549 108938 301487 193822 107665 PART I-A, LINE 1: THE SAN DIEGO REGIONAL CHAMBER OF COMMERCE WORKED TO ENGAGE ELECTED OFFICIALS, PUBLIC AGENCIES AND THEIR STAFFS TO HELP BUSINESSES UNDERSTAND AND COMPLY WITH LEGISLATION THAT INCLUDED COVID-19 OPERATIONAL RESTRICTIONS; INCREASING HOUSING SUPPLY; CHILDCARE POLICY REFORM; AND CROSS-BORDER WORKFORCE NEEDS. THIS WORK WAS DONE VIA MEETINGS, TESTIMONY AT PUBLIC MEETINGS, LETTERS, AND SOCIAL MEDIA. THE CHAMBER STAFF ALSO EDUCATED MEMBERS VIA REGULAR EMAILS AND COMMITTEE MEETINGS ABOUT POLICIES THAT WERE BOTH PROPOSED AND PUT INTO EFFECT. 36112 19295 16817 192799 103020 89779 106596 LEASE LIABILITY 2516225 2516225 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS ALSO EXEMPT FROM STATE TAXES. THE ORGANIZATION, FROM TIME TO TIME, MAY RECEIVE UNRELATED BUSINESS INCOME, WHICH IS SUBJECT TO INCOME TAXES AT REGULAR CORPORATE TAX RATES. DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021, THERE WAS NO UNRELATED BUSINESS INCOME FOR THE ORGANIZATION. IN ADDITION, THE ORGANIZATION IS SUBJECT TO A PROXY TAX WHEN ITS POLITICAL EXPENDITURES ARE IN EXCESS OF THE MEMBERSHIP DUES REPORTED TO ITS MEMBERSHIP AS NONDEDUCTIBLE BUSINESS EXPENSES. DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021, THE CHAMBER DID NOT INCUR A PROXY TAX WITH RESPECT TO THESE EXPENDITURES. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE ORGANIZATION AS A TAX-EXEMPT ENTITY UNDER INTERNAL REVENUE CODE SECTION 501(C)(6) AND APPLICABLE STATE STATUTES. AS OF DECEMBER 31, 2022, THE ORGANIZATION HAS NOT BEEN NOTIFIED OF ANY SUCH AUDIT OR REVIEW. THE FOUNDATION IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. LEAD SAN DIEGO, INC IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 AND 2021. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF OPERATING EXPENSES AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. NO SUCH AMOUNTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. ANNIVERSARY CELEBRATION 393650 393650 68141 47959 WASHINGTON DC TRIP 296455 296455 56577 42097 720216 720216 120771 155615 1410321 1410321 245489 245671 491160 -491160 1 ASIAN BUSINESS ASSOCIATION 7675 DAGGETT STREET SUITE 340 SAN DIEGO CA 92111 330430474 501(C)(6) 50000 0 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE CENTRAL SAN DIEGO BLACK CHAMBER OF COMMERCE 404 EUCLID AVE SUITE 383 SAN DIEGO CA 92114 461984639 501(C)(3) 27000 0 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE GREATER ESCONDIDO CHAMBER OF COMMERCE 720 N BROADWAY ESCONDIDO CA 92025 950718345 501(C)(6) 12500 0 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE NATIONAL CITY CHAMBER OF COMMERCE 901 NATIONAL CITY BLVD NATIONAL CITY CA 91950 951038185 501(C)(6) 12500 0 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE OTAY MESA CHAMBER OF COMMERCE 8100 GIGANTIC STREET BLDG 4100 SUITE 4106 SAN DIEGO CA 92154 330278802 501(C)(6) 27000 0 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE SOUTHERN CALIFORNIA CENTER FOR INCLUSION AND DIVERSITY 3131 CAMINO DEL RIO N SUITE 1000 SAN DIEGO CA 92108 501(C)(3) 12500 0 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE PART I, LINE 2: GRANTS ARE GIVEN TO THE ORGANIZATION'S PAC AND TO VARIOUS SMALL NON-PROFIT ORGANIZATIONS TO ASSIST THEM IN CARRYING OUT THEIR EXEMPT PURPOSES. 1 X X X X 0 0 0 JERRY SANDERS PRESIDENT & CEO 300000 0 90000 0 0 0 0 0 0 0 390000 0 0 0 JAYMIE BRADFORD COO, EXECUTIVE VP 184000 0 55000 0 0 0 0 0 0 0 239000 0 0 0 SHERMAN STOCKER CORPORATE RELATIONS MANAGE 46800 0 149223 0 0 0 0 0 0 0 196023 0 0 0 STEFANIE BENVENUTO VICE PRESIDENT, PUBLIC AFF 150000 0 40000 0 0 0 0 0 0 0 190000 0 0 0 PART I, LINE 1A THE CEO RECEIVES A $1,000 PER MONTH CAR ALLOWANCE UNDER AN ACCOUNTABLE PLAN. ALL EMPLOYEES RECEIVE A MEMBERSHIP TO A LOCAL HEALTH CLUB IF THEY USE THE FACILITY EIGHT OR MORE TIMES A MONTH. IF THEY DO NOT USE THE FACILITY EIGHT OR MORE TIMES A MONTH, THE COMPANY DOES NOT REIMBURSE CLUB MEMBERSHIP FOR THAT MONTH. COST IS APPROXIMATELY $59/MO. PART I, LINE 5 YES, COMMISSION/BONUSES ARE EARNED BASED ON REVENUE RECEIVED. SHERMAN STOCKER, FRED BALDWIN, AND ROBERT HACKEN BOTH RECEIVED COMPENSATION CONTINGENT ON THE REVENUE RECEIVED. X ADVERTISING 1 101800 FMV X PLANE TICKETS 1 20000 FMV 0 0 0 FORM 990, PART III, LINE 2 SAN DIEGO COUNTY GRANT AWARDED TO PROVIDE COVID-19 BUSINESS CAPACITY BUILDING INITIATIVES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 2 CLASSES OF MEMBERS: VOTING AND NONVOTING FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS HAVE THE RIGHT TO VOTE, AND THE NONVOTING DO NOT. THE MANAGEMENT COUNCIL'S PRIMARY RESPONSIBILITIES ARE (I) OVERSIGHT OF THE BUSINESS AND OPERATIONS OF THE CHAMBER, INCLUDING WITHOUT LIMITATION THE POWER TO LEVY DUES AND ASSESSMENTS, TO SELECT AND REMOVE ALL OFFICERS, AGENTS, EMPLOYEES AND CONTRACTORS, AND TO FIX REASONABLE COMPENSATION THEREFOR, TO AUTHORIZE AND EMPOWER OFFICERS OR AGENTS TO ENTER INTO CONTRACTS AND OTHER COMMITMENTS ON BEHALF OF THE CHAMBER, AND (II) SETTING THE AGENDA FOR THE BOARD OF DIRECTORS. WITH CERTAIN LIMITED EXCEPTIONS, ALL RIGHTS, PRIVILEGES AND POWERS CONFERRED BY LAW OR BY THE BYLAWS UPON THE BOARD OF DIRECTORS ARE VESTED IN THE MANAGEMENT COUNCIL. THE CHAIR OF THE BOARD IS THE CHAIR OF THE MANAGEMENT COUNCIL, WHO SHALL HAVE THE POWER TO CALL MEETINGS OF THE MANAGEMENT COUNCIL AND WHO PRESIDES AT ALL MEETINGS OF THE MANAGEMENT COUNCIL. THE OTHER MEMBERS OF THE MANAGEMENT COUNCIL ARE THE VICE CHAIR OF THE BOARD, THE IMMEDIATE PAST CHAIR OF THE BOARD (UNLESS HE OR SHE IS UNABLE OR UNWILLING TO SERVE), THE CHIEF EXECUTIVE OFFICER; THE CHAIR FOR PUBLIC POLICY, THE TREASURER AND CHAIR FOR FINANCE; AND FOUR CHAIRS AT-LARGE. MINUTES OF THE MEETINGS OF THE MANAGEMENT COUNCIL ARE KEPT IN THE SAME MANNER AS IN THE BYLAWS PROVIDED FOR THE KEEPING OF MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT SENDS THE COMPLETED DOCUMENT TO THE GOVERNING BODY AND VARIOUS COMMITTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT THE CONFLICT OF INTEREST QUESTIONNAIRE, AND ANNUALLY ARE REQUESTED TO DISCLOSE ANY CHANGES. IN ADDITION, MANAGEMENT REGULARLY REVIEWS BUSINESS TRANSACTIONS TO DETERMINE IF ANY PERCEIVED CONFLICT MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS REVIEWED PRIOR TO THE RENEWAL OF THE CONTRACT AND ALSO AT THE END OF EACH YEAR, AS THERE IS TYPICALLY A CLAUSE IN THE CONTRACT THAT APPLIES TO ANNUAL INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PREVIOUS YEAR SAN DIEGO REGIONAL CHAMBER FOUNDATION 402 W BROADWAY SUITE 1000 SAN DIEGO CA 92101 263534334 PROVIDE EDUCATION/INFO TO BUSINESSES CA 501(C)(3) LINE 7 N/A 0 LEAD SAN DIEGO INC 402 W BROADWAY SUITE 1000 SAN DIEGO CA 92101 953699122 THE LEADERSHIP DEVELOPMENT ARM OF THE CHAMBER CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 LEAD SAN DIEGO INC O 383847 FMV LEAD SAN DIEGO INC Q 230897 FMV SAN DIEGO REGIONAL CHAMBER FOUNDATION Q 24643 FMV