2025-09-02T11:27:27-05:00 2024-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2024-01-01 951184680 SAN DIEGO REGIONAL CHAMBER OF COMMERCE SAND 6195441300 402 WEST BROADWAY 1000 SAN DIEGO CA 921013585 JESSICA ANDERSON EVP & COO 6195441300 2025-09-02 1 0 DANIEL P SCHREIBER P00089202 8585871000 2024 2025-03-06 01:10:19Z JESSICA ANDERSON 402 WEST BROADWAY 1000 SAN DIEGO CA 921013585 4338572 0 X WWW.SDCHAMBER.ORG X 1870 CA PROVIDE SERVICES THAT WILL PROMOTE A POSITIVE AND BALANCED BUSINESS CLIMATE IN SAN DIEGO 70 69 29 92 0 0 4727930 4054944 1395 13058 225604 254054 -495212 -549784 4459717 3772272 262876 16115 0 0 2778874 2812258 0 0 0 1096246 904082 4137996 3732455 321721 39817 7720403 7451889 3529656 3221325 4190747 4230564 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 3886815 PROVIDE SERVICES AND EVENTS THAT WILL PROMOTE A POSITIVE BUSINESS CLIMATE IN THE SAN DIEGO, CA REGION. 245313 PROMOTE CROSS-BORDER ECONOMIC GROWTH. 166627 OPERATE PROGRAMS PRIMARILY TO HELP SMALL BUSINESS. 4298755 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 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 24 0 1 29 1 0 0 0 0 1 1 1 1 0 0 0 X 70 69 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JUANICE RICANOR 6195441374 402 WEST BROADWAY SUITE 1000 SAN DIEGO CA 92101 ALESSANDRA LEZAMA CHAIR 1.00 X 0 0 0 ADEL HAGEKHALIL DIRECTOR 1.00 X 0 0 0 ALBERTO MIER Y TERAN DIRECTOR 1.00 X 0 0 0 BENJAMIN HADDAD DIRECTOR 1.00 X 0 0 0 BETSY BRENNAN DIRECTOR 1.00 X 0 0 0 BILL KELLER DIRECTOR 1.00 X 0 0 0 BILL MAYER DIRECTOR 1.00 X 0 0 0 CAROLINE WINN DIRECTOR 1.00 X 0 0 0 CHRIS AMBLE DIRECTOR 1.00 X 0 0 0 CHRIS CONNOLLY DIRECTOR 1.00 X 0 0 0 CHRIS GRASSA DIRECTOR 1.00 X 0 0 0 CHRIS HOWARD VICE-CHAIR 1.00 X X 0 0 0 CHRIS RUSSO DIRECTOR 1.00 X 0 0 0 CHRISTINE MOORE PUBLIC POLICY CHAIR 1.00 X X 0 0 0 CLARA EVANS DIRECTOR 1.00 X 0 0 0 CLARISSA ESTEVEZ DIRECTOR 1.00 X 0 0 0 CLIFFORD RIP RIPPETOE DIRECTOR 1.00 X 0 0 0 DAN FELDMAN DIRECTOR 1.00 X 0 0 0 DAVID BOONE DIRECTOR 1.00 X 0 0 0 DAVID PEREZ-TEJADA DIRECTOR 1.00 X 0 0 0 ERICA M PINTO DIRECTOR 1.00 X 0 0 0 ERICA OPSTAD DIRECTOR 1.00 X 0 0 0 ERNESTO ARREDONDO DIRECTOR 1.00 X 0 0 0 ERNESTO BRAVO DIRECTOR 1.00 X 0 0 0 ERNESTO CHAVEZ 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 JOE PANETTA DIRECTOR 1.00 X 0 0 0 JULIE COKER DIRECTOR 1.00 X 0 0 0 JUNE KOMAR DIRECTOR 1.00 X 0 0 0 KARL MILLER DIRECTOR 1.00 X 0 0 0 KEITH JONES DIRECTOR 1.00 X 0 0 0 KIMBERLY BECKER DIRECTOR 1.00 X 0 0 0 MARK CAFFERTY DIRECTOR 1.00 X 0 0 0 MARK SANCHEZ DIRECTOR 1.00 X 0 0 0 MARTHA GILMER DIRECTOR 1.00 X 0 0 0 MICHAEL HENRY DIRECTOR 1.00 X 0 0 0 NEIL MOHR DIRECTOR 1.00 X 0 0 0 NIKKI CLAY DIRECTOR 1.00 X 0 0 0 PHIL BLAIR DIRECTOR 1.00 X 0 0 0 PHIL SERGHINI DIRECTOR 1.00 X 0 0 0 RODGER DOUGHERTY DIRECTOR 1.00 X 0 0 0 SAM ATTISHA DIRECTOR 1.00 X 0 0 0 STEPHEN GAMP DIRECTOR 1.00 X 0 0 0 TERESA SILES DIRECTOR 1.00 X 0 0 0 THOMAS WORNHAM DIRECTOR 1.00 X 0 0 0 WHITNEY HODGES DIRECTOR 1.00 X 0 0 0 MICHELLE BOOTH DIRECTOR 1.00 X 0 0 0 CASEY CASTILLO DIRECTOR 1.00 X 0 0 0 RANDA CONIGLIO DIRECTOR 1.00 X 0 0 0 ERIC DARGAN DIRECTOR 1.00 X 0 0 0 DAN DENHAM DIRECTOR 1.00 X 0 0 0 JILL DUNN DIRECTOR 1.00 X 0 0 0 JORGE GOYTORTUA DIRECTOR 1.00 X 0 0 0 EDUARDO LALO ACOSTA DIRECTOR 1.00 X 0 0 0 THERESA ANDREWS DIRECTOR 1.00 X 0 0 0 ANDY BERG DIRECTOR 1.00 X 0 0 0 DR DAN MOSHAVI DIRECTOR 1.00 X 0 0 0 RYAN PERRY DIRECTOR 1.00 X 0 0 0 FRANK PLANT DIRECTOR 1.00 X 0 0 0 REBECA BOUTROUS DIRECTOR 1.00 X 0 0 0 DEBBIE RIPA DIRECTOR 1.00 X 0 0 0 MONIQUE RODRIGUEZ DIRECTOR 1.00 X 0 0 0 RDML BRAD ROSEN USN DIRECTOR 1.00 X 0 0 0 BGEN JAMES RYANS USMC DIRECTOR 1.00 X 0 0 0 CAPT JAMES SPITLER USCG DIRECTOR 1.00 X 0 0 0 MARK SUTTON DIRECTOR 1.00 X 0 0 0 SARAH VILLARREAL DIRECTOR 1.00 X 0 0 0 AMANDA VON LEER DIRECTOR 1.00 X 0 0 0 JIM WENING DIRECTOR 1.00 X 0 0 0 ABRAHAM ZAMORA DIRECTOR 1.00 X 0 0 0 TYLER CARTER DIRECTOR 1.00 X 0 0 0 JULIA DE BEERS DIRECTOR 1.00 X 0 0 0 KERRY FULCHER PHD DIRECTOR 1.00 X 0 0 0 SHAWN DIXON DIRECTOR 1.00 X 0 0 0 CARLOS JARAMILLO DIRECTOR 1.00 X 0 0 0 BRIAN JONES DIRECTOR 1.00 X 0 0 0 RICHARD JOSEPH DIRECTOR 1.00 X 0 0 0 MARIE LLOYD DIRECTOR 1.00 X 0 0 0 DOUGLAS MACFARLANE DIRECTOR 1.00 X 0 0 0 MARIA ORSO DIRECTOR 1.00 X 0 0 0 JASON PAGUIO DIRECTOR 1.00 X 0 0 0 DENA ROADY DIRECTOR 1.00 X 0 0 0 EBONY SHELTON DIRECTOR 1.00 X 0 0 0 HEM SURI DIRECTOR 1.00 X 0 0 0 PJ TITONE DIRECTOR 1.00 X 0 0 0 CHRIS WILLIAMS DIRECTOR 1.00 X 0 0 0 DERRICK YORK DIRECTOR 1.00 X 0 0 0 JESSICA ANDERSON EXECUTIVE VP & COO 40.00 X 217647 0 0 DANA STAFFORD VICE PRESIDENT, OPERATIONS 40.00 X 154895 0 0 ROBERT HACKEN MEMBER RELATIONS DIRECTOR 40.00 X 129772 0 0 SHERMAN STOCKER CORPORATES RELATIONS MANAG 40.00 X 214779 0 0 FRED BALDWIN EXECUTIVE DIRECTOR, MEMBERSHIP 40.00 X 166717 0 0 JUANICE RICANOR DIRECTOR OF ACCOUNTING 40.00 X 109500 0 0 ALISON PHILLIPS VP, ENGAGEMENT 40.00 X 118464 0 0 JUSTINE MURRAY EXECUTIVE DIRECTOR, PUBLIC AFFAIRS 40.00 X 104662 0 0 KENIA ZAMARIPPA VP, INTERNATIONAL AND PUBLIC AFFAIRS 40.00 X 142269 0 0 JERRY SANDERS PRESIDENT & CEO 40.00 X 340000 0 0 1698705 0 0 10 1 1 0 0 2383598 1549006 43500 78840 58700 4054944 MISCELLANEOUS INCOME 900099 13058 13058 13058 254054 254054 16516 16516 0 1549006 566300 -566300 -566300 3772272 13058 0 -295730 16115 1698706 642153 307975 163424 1486 203651 514 34413 264139 63614 16689 37314 30825 BANK FEES 66780 EVENT EXPENSES 64287 TELEPHONE 43813 EQUIPMENT RENTAL 36907 39650 3732455 1732478 1599536 3167253 3321447 251376 113740 96194 174581 315959 200856 152417 115103 2320685 2127482 7720403 7451889 480532 335996 434035 454915 2615089 2430414 3529656 3221325 X 4190747 4230564 4190747 4230564 7720403 7451889 39817 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74049 0 0 0 0 1 2378147 190252 113363 303615 187412 116203 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 CHANGING REGULATIONS THAT IMPACT OPERATIONS SUCH AS PERMITTING, LEASES, TARIFFS; INCREASING HOUSING SUPPLY; PUBLIC SAFETY POLICY; AND REGIONAL 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. 52112 33128 18984 263847 167728 96119 115103 LEASE LIABILITY 2430414 2430414 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, 2024 AND 2023, 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, 2024 AND 2023, 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, 2024, 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, 2024 AND 2023. 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, 2024 AND 2023. ANNIVERSARY CELEBRATION 435900 435900 90192 63182 WASHINGTON DC TRIP 334450 334450 77965 53535 778656 778656 174809 106617 1549006 1549006 342966 223334 566300 -566300 1 X X X X 0 0 0 JERRY SANDERS PRESIDENT & CEO 300000 0 40000 0 0 0 0 0 0 0 340000 0 0 0 JESSICA ANDERSON EXECUTIVE VP & COO 182647 0 35000 0 0 0 0 0 0 0 217647 0 0 0 SHERMAN STOCKER CORPORATES RELATIONS MANAG 52572 0 162207 0 0 0 0 0 0 0 214779 0 0 0 FRED BALDWIN EXECUTIVE DIRECTOR, MEMBERSHIP 110000 0 56717 0 0 0 0 0 0 0 166717 0 0 0 DANA STAFFORD VICE PRESIDENT, OPERATIONS 132395 0 22500 0 0 0 0 0 0 0 154895 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 AND ROBERT HACKEN BOTH RECEIVED COMPENSATION CONTINGENT ON THE REVENUE RECEIVED. X PLANE TICKETS 1 20000 FMV X DIGITAL SERVICES 1 20000 FMV X ADVERTISING 1 18700 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. 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 404320 FMV LEAD SAN DIEGO INC Q 266309 FMV SAN DIEGO REGIONAL CHAMBER FOUNDATION Q 3375 FMV