2021-09-03T16:29:21-05:00 2020-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2020-01-01 951184680 SAN DIEGO REGIONAL CHAMBER OF COMMERCE SAND 6195441300 402 WEST BROADWAY NO 1000 SAN DIEGO CA 921013585 JERRY SANDERS CEO 6195441300 2021-09-02 JERRY SANDERS 999009999 DANIEL P SCHREIBER P00089202 8585871000 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JERRY SANDERS 402 WEST BROADWAY NO 1000 SAN DIEGO CA 921013585 4898311 0 X WWW.SDCHAMBER.ORG X 1870 CA PROVIDE SERVICES THAT WILL PROMOTE A POSITIVE AND BALANCED BUSINESS CLIMATE IN SAN DIEGO 10 10 33 85 0 0 4278853 3365272 18898 4845 62282 41270 472146 1295736 4832179 4707123 314505 9246 0 0 3295390 2735247 0 0 0 1070752 1028785 4680647 3773278 151532 933845 3554017 4264679 1251456 1033012 2302561 3231667 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. 0 0 3377476 PROVIDE SERVICES AND EVENTS THAT WILL PROMOTE A POSITIVE BUSINESS CLIMATE IN THE SAN DIEGO, CA REGION. 261565 PROMOTE CROSS-BORDER ECONOMIC GROWTH. 133237 OPERATE PROGRAMS PRIMARILY TO HELP SMALL BUSINESS. 3772278 0 1 0 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 13 0 1 33 1 0 0 0 0 1 1 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JUANICE REYNA 6195441374 402 WEST BROADWAY SUITE 1000 SAN DIEGO CA 92101 SAM ATTISHA MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 LISA KAY MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 RITA BRANDIN MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 ALESSANDRA LEZAMA MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 RICK BREGMAN MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 NEIL MOHR MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 MARILYN HANNES MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 TOM SUDBERRY MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 CAROLINE WINN MANAGEMENT COUNCIL DIRECTOR 1.00 X 0 0 0 ISAI AMAYA DIRECTOR 1.00 X 0 0 0 TIMOTHY BARELLI DIRECTOR 1.00 X 0 0 0 ERNESTO ARREDONDO DIRECTOR 1.00 X 0 0 0 KIMBERLY BECKER DIRECTOR 1.00 X 0 0 0 STEVE BERNSTEIN DIRECTOR 1.00 X 0 0 0 JIMMY AYALA DIRECTOR 1.00 X 0 0 0 PHIL BLAIR DIRECTOR 1.00 X 0 0 0 MARK BALMERT DIRECTOR 1.00 X 0 0 0 BETTE BOLIVAR DIRECTOR 1.00 X 0 0 0 DEBORA BURKE 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 CAROLINA CHAVEZ DIRECTOR 1.00 X 0 0 0 KIM BREWER DIRECTOR 1.00 X 0 0 0 DAVID CHERASHORE DIRECTOR 1.00 X 0 0 0 BOB BROWER DIRECTOR 1.00 X 0 0 0 NIKKI CLAY DIRECTOR 1.00 X 0 0 0 JULIE COKER DIRECTOR 1.00 X 0 0 0 MARC DUVALL DIRECTOR 1.00 X 0 0 0 RANDA CONIGLIO DIRECTOR 1.00 X 0 0 0 ERIC ENDICOTT DIRECTOR 1.00 X 0 0 0 ADELA DE LA TORRE DIRECTOR 1.00 X 0 0 0 DAN FELDMAN DIRECTOR 1.00 X 0 0 0 RODGER DOUGHERTY DIRECTOR 1.00 X 0 0 0 JOHN FRAGER DIRECTOR 1.00 X 0 0 0 HAL DUNNING DIRECTOR 1.00 X 0 0 0 JEFF GATTAS DIRECTOR 1.00 X 0 0 0 DAVID GLANZER DIRECTOR 1.00 X 0 0 0 CHRIS GRASSA DIRECTOR 1.00 X 0 0 0 RYAN HERITAGE DIRECTOR 1.00 X 0 0 0 ERIK GREUPNER DIRECTOR 1.00 X 0 0 0 WHITNEY HODGES DIRECTOR 1.00 X 0 0 0 BENJAMIN HADDAD DIRECTOR 1.00 X 0 0 0 CHRIS HOWARD DIRECTOR 1.00 X 0 0 0 COURTNEY HAMMOND DIRECTOR 1.00 X 0 0 0 HASAN IKHRATA DIRECTOR 1.00 X 0 0 0 GREG HARDY DIRECTOR 1.00 X 0 0 0 PAUL INGEGNERI DIRECTOR 1.00 X 0 0 0 KEITH JONES DIRECTOR 1.00 X 0 0 0 JUNE KOMAR DIRECTOR 1.00 X 0 0 0 JOHN LA RAIA DIRECTOR 1.00 X 0 0 0 TIM KEANE DIRECTOR 1.00 X 0 0 0 SANDY KERL DIRECTOR 1.00 X 0 0 0 JOHN LORMON DIRECTOR 1.00 X 0 0 0 FAISEL KHAN DIRECTOR 1.00 X 0 0 0 RANDALL LU DIRECTOR 1.00 X 0 0 0 LANI LUTAR DIRECTOR 1.00 X 0 0 0 CHRISTINE MOORE DIRECTOR 1.00 X 0 0 0 SHELLEY LYFORD DIRECTOR 1.00 X 0 0 0 JULIE NEWARD DIRECTOR 1.00 X 0 0 0 LIDIA MARTINEZ DIRECTOR 1.00 X 0 0 0 ERICA OPSTAD DIRECTOR 1.00 X 0 0 0 KRIS MICHELL DIRECTOR 1.00 X 0 0 0 JOE PANETTA DIRECTOR 1.00 X 0 0 0 TOM PELLETTE DIRECTOR 1.00 X 0 0 0 DAVID PENDARVIS DIRECTOR 1.00 X 0 0 0 CHRIS RUSSO DIRECTOR 1.00 X 0 0 0 GABRIEL PEREZ-KRIEB DIRECTOR 1.00 X 0 0 0 AARON RYAN DIRECTOR 1.00 X 0 0 0 EDWARD PLANT DIRECTOR 1.00 X 0 0 0 VIVIAN SALAZAR DIRECTOR 1.00 X 0 0 0 CLIFFORD RIPPETOE DIRECTOR 1.00 X 0 0 0 PHIL SERGHINI DIRECTOR 1.00 X 0 0 0 HELEN ROBBINS-MEYER DIRECTOR 1.00 X 0 0 0 TERESA SILES DIRECTOR 1.00 X 0 0 0 JOHN SOTOODEH DIRECTOR 1.00 X 0 0 0 MARGARITA WILDER DIRECTOR 1.00 X 0 0 0 HOJJAT TAMAR DIRECTOR 1.00 X 0 0 0 MELANIE WOODS DIRECTOR 1.00 X 0 0 0 ROBIN TOFT DIRECTOR 1.00 X 0 0 0 THOMAS WORNHAM DIRECTOR 1.00 X 0 0 0 CHRISTINE TRIMBLE DIRECTOR 1.00 X 0 0 0 SHERYL WRIGHT DIRECTOR 1.00 X 0 0 0 MEENA WESTFORD DIRECTOR 1.00 X 0 0 0 JERRY SANDERS PRESIDENT & CEO 40.00 X 331000 0 4863 JAYMIE BRADFORD COO, SECRETARY & EXECUTIVE VP 40.00 X 215070 0 12914 DANA STAFFORD EXEC DIRECTOR, OPERATIONS & HR 40.00 X 113000 0 12429 SHERMAN STOCKER CORPORATE RELATIONS MANAGER 40.00 X 162210 0 20838 FRED BALDWIN EXEC DIRECTOR, MEMBERSHIP 40.00 X 130275 0 3577 STEFANIE BENVENUTO VICE PRESIDENT, PUBLIC AFFAIRS 40.00 X 104346 0 8924 ELIZABETH FITZSIMMONS FORMER VICE PRESIDENT, LEADERSHIP & ENGAGEMENT 40.00 X 177000 0 12512 PAOLA AVILA GOROSTIZA FORMER VICE PRESIDENT, INTERNATIONAL BUSINESS AFFI 40.00 X 157019 0 11227 1389920 0 87284 8 1 1 0 0 2311530 801096 54604 198042 3365272 MISCELLANEOUS INCOME 900099 4845 4845 4845 41270 41270 1486924 1486924 0 801096 191188 -191188 -191188 4707123 4845 0 1337006 9246 1386920 839220 347649 161458 1226 252970 3167 23178 268407 32566 9226 97270 29768 EVENT EXPENSES 165756 TELEPHONE 43698 BANK FEES 38116 EQUIPMENT RENTAL 26277 37160 3773278 376446 1279060 2362187 2150455 369158 492898 106628 109937 1501664 1284335 314598 217329 25000 15000 3554017 4264679 542758 293133 383080 511095 325618 228784 1251456 1033012 X 2277561 3216667 25000 15000 2302561 3231667 3554017 4264679 933845 -4739 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2199525 175962 111310 287272 58578 228694 562923 429158 133765 751650 668086 83564 187091 187091 0 217329 DEFERRED RENT 228784 228784 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, 2020 AND 2019, 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, 2020 AND 2019, 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, 2020, 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, 2020 AND 2019. 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, 2020 AND 2019. ANNIVERSARY CELEBRATION 387915 387915 65723 55567 CONGRESSIONAL LUNCHEON 97075 97075 185 7915 316106 316106 21777 40021 801096 801096 87685 103503 191188 -191188 1 CONNECTED WOMEN OF INFLUENCE 6965 EL CAMINO REAL SUITE 105 CARLSBAD CA 92009 1100 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE FLEET WEEK SAN DIEGO 3639 MIDWAY DRIVE SUITE B-429 SAN DIEGO CA 92110 330965545 501(C)(3) 1000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE LEAD SAN DIEGO 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 953699122 501(C)(3) 3500 TO ASSIST LEAD IN BUILDING COMMUNITY THROUGH PEOPLE - ENHANCING THEIR PERSONAL & ORGANIZATIONAL SUCCESS THAT ALIGN WITH THEIR MISSION. LINCOLN CLUB OF SAN DIEGO 427 C STREET SUITE 300 SAN DIEGO CA 92101 1500 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE MANA DE SAN DIEGO 404 EUCLID AVE SUITE 308 SAN DIEGO CA 92114 330821060 501(C)(3) 146 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE UNION OF PAN ASIAN COMMUNITIES 1031 25TH STREET SAN DIEGO CA 92102 237279074 501(C)(3) 2000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 6 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. X 1 1 X X X 0 0 0 JERRY SANDERS PRESIDENT & CEO 253000 0 75000 0 3000 0 0 0 4863 0 335863 0 0 0 JAYMIE BRADFORD COO, SECRETARY & EXECUTIVE VP 172070 0 43000 0 0 0 0 0 12914 0 227984 0 0 0 ELIZABETH FITZSIMMONS FORMER VICE PRESIDENT, LEADERSHIP & 155000 0 22000 0 0 0 0 0 12512 0 189512 0 0 0 SHERMAN STOCKER CORPORATE RELATIONS MANAGER 40560 0 121650 0 0 0 0 0 20838 0 183048 0 0 0 PAOLA AVILA GOROSTIZA FORMER VICE PRESIDENT, INTERNATIONAL 135519 0 21500 0 0 0 0 0 11227 0 168246 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. X ADVERTISING 1 113000 FMV X PLANE TICKETS 1 20000 FMV 0 0 0 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. FORM 990, PART VI, SECTION A, LINE 7B 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 PRIOR TO FILING, DRAFTS OF THE 990 ARE SHARED WITH THE CEO, COO, AND THE FINANCE COMMITTEE. 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 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 LEAD SAN DIEGO INC O 405495 FMV LEAD SAN DIEGO INC Q 63723 FMV LEAD SAN DIEGO INC M 1650 FMV LEAD SAN DIEGO INC L 54000 FMV SAN DIEGO REGIONAL CHAMBER FOUNDATION Q 12025 FMV