2016-08-12T17:42:18-05:00 2015-12-31 043587399 BRUNO SKORHEIM LLP 9665 CHESAPEAKE DRIVE SUITE 470 SAN DIEGO CA 92123 990 2015-01-01 951184680 GREATER SAN DIEGO CHAMBER OF COMMERCE GREA 6195441376 402 WEST BROADWAY NO 1000 SAN DIEGO CA 921013585 MICHAEL D REYNOLDSCFO CFO 6195441376 2016-08-12 1 NICOLA BRUNO P00140422 8583003141 2015 2016-12-15 16:53:06Z MICHAEL D REYNOLDS 402 WEST BROADWAY NO 1000 SAN DIEGO CA 921013585 5020313 0 X WWW.SDCHAMBER.ORG X 1870 CA PROVIDE SERVICES THAT WILL PROMOTE A POSITIVE AND BALANCED BUSINESS CLIMATE IN SAN DIEGO. 56 55 33 11 0 0 2940667 2975565 9950 10870 10521 8847 1318408 1344542 4279546 4339824 0 0 0 0 2857792 3102749 0 0 113400 1308271 1796614 4166063 4899363 113483 -559539 3726784 3135896 1456533 1425184 2270251 1710712 THE SAN DIEGO REGIONAL CHAMBER OF COMMERCE IS COMMITTED TO PROVIDING BROAD-BASED ECONOMIC VALUE FOR ITS MEMBERS AND THE INTERNATIONAL REGION. 0 0 4405263 PROVIDE SERVICES AND EVENTS THAT WILL PROMOTE A POSITIVE AND BALANCED BUSINESS CLIMATE IN THE SAN DIEGO, CA REGION. PROMOTE CROSS BORDER ECONOMIC GROWTH. OPERATE PROGRAMS PRIMARILY TO HELP SMALL BUSINESS. 4405263 0 1 0 1 0 0 0 0 1 1 0 1 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 33 1 0 0 0 0 1 1 0 X 56 55 0 0 0 0 1 1 0 1 1 0 0 1 1 0 1 1 1 1 1 0 CA X MICHAEL D REYNOLDS 6195441376 402 W BROADWAY SUITE 1000 SAN DIEGO CA 92101 ERNESTO ARREDONDO DIRECTOR 1.00 X 0 0 0 SAM ATTISHA DIRECTOR 1.00 X 0 0 0 JAMES W BIERMAN DIRECTOR 1.00 X 0 0 0 PHIL BLAIR DIRECTOR 1.00 X 0 0 0 LARRY BLUMBERG DIRECTOR 1.00 X 0 0 0 JOYCE D BLOUNT DIRECTOR 1.00 X 0 0 0 THELLA F BOWENS DIRECTOR 1.00 X 0 0 0 RICK BREGMAN DIRECTOR 1.00 X 0 0 0 BOB BROWER DIRECTOR 1.00 X 0 0 0 GARY CADY DIRECTOR 1.00 X 0 0 0 MARK CAFFERTY DIRECTOR 1.00 X 0 0 0 DAVID L CHERASHORE DIRECTOR 1.00 X 0 0 0 NIKKI CLAY DIRECTOR 1.00 X 0 0 0 RANDA CONIGLIO DIRECTOR 1.00 X 0 0 0 BRENNON CRIST DIRECTOR 1.00 X 0 0 0 WILLIAM J CUDDY DIRECTOR 1.00 X 0 0 0 DINO D'AURIA DIRECTOR 1.00 X 0 0 0 WILLIAM DAVIDSON DIRECTOR 1.00 X 0 0 0 MIKE DEE DIRECTOR 1.00 X 0 0 0 IGNACIO DE LA TORRE DIRECTOR 1.00 X 0 0 0 HAL DUNNING DIRECTOR 1.00 X 0 0 0 MARC DUVALL DIRECTOR 1.00 X 0 0 0 WILLIAM T EARLEY DIRECTOR 1.00 X 0 0 0 JERRY ENGEN DIRECTOR 1.00 X 0 0 0 DAN FELDMAN DIRECTOR 1.00 X 0 0 0 GARY GALLEGOS DIRECTOR 1.00 X 0 0 0 MELISSA GARRETT DIRECTOR 1.00 X 0 0 0 DAN GROSS DIRECTOR 1.00 X 0 0 0 BENJAMIN A HADDAD DIRECTOR 1.00 X 0 0 0 ELLIOT HIRSCHMAN DIRECTOR 1.00 X 0 0 0 HECTOR J INFANTE DIRECTOR 1.00 X 0 0 0 RUDOLPH A JOHNSON III DIRECTOR 1.00 X 0 0 0 DONNA JONES DIRECTOR 1.00 X 0 0 0 KEITH B JONES DIRECTOR 1.00 X 0 0 0 JUNE KOMAR DIRECTOR 1.00 X 0 0 0 PABLO M KOZINER 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 JAMES G MALONE DIRECTOR 1.00 X 0 0 0 KENT MCNEIL DIRECTOR 1.00 X 0 0 0 KRIS MICHELL DIRECTOR 1.00 X 0 0 0 BEN MOTTEN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER B NEILS ESQ DIRECTOR 1.00 X 0 0 0 CRAIG NICHOLS DIRECTOR 1.00 X 0 0 0 MICHAEL R NIGGLI DIRECTOR 1.00 X 0 0 0 JOE PANETTA DIRECTOR 1.00 X 0 0 0 DAVID PENDARVIS DIRECTOR 1.00 X 0 0 0 XAVIER PENICHE DIRECTOR 1.00 X 0 0 0 EDWARD F PLANT DIRECTOR 1.00 X 0 0 0 ROBBIN NARIKE PRECIADO DIRECTOR 1.00 X 0 0 0 JERRY REBEL DIRECTOR 1.00 X 0 0 0 JOHN T REILLY DIRECTOR 1.00 X 0 0 0 MARKHAM RICH DIRECTOR 1.00 X 0 0 0 HELEN N ROBBINS-MEYER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER RUSSO DIRECTOR 1.00 X 0 0 0 HEIDY SALUM DIRECTOR 1.00 X 0 0 0 GERRY SEELMAN DIRECTOR 1.00 X 0 0 0 PHIL SERGHINI DIRECTOR 1.00 X 0 0 0 AG SPANOS DIRECTOR 1.00 X 0 0 0 LIZA STROM DIRECTOR 1.00 X 0 0 0 TOM SUDBERRY DIRECTOR 1.00 X 0 0 0 CHRISTINE TRIMBLE DIRECTOR 1.00 X 0 0 0 JOE TERZI DIRECTOR 1.00 X 0 0 0 BILL TRUMPFHELLER DIRECTOR 1.00 X 0 0 0 MARCIE WHICHARD DIRECTOR 1.00 X 0 0 0 JACK R WHITE JR DIRECTOR 1.00 X 0 0 0 MARGARITA WILDER DIRECTOR 1.00 X 0 0 0 CAROLINE WINN DIRECTOR 1.00 X 0 0 0 SHERYL WRIGHT DIRECTOR 1.00 X 0 0 0 JERRY SANDERS PRES. & CEO 40.00 X X 372000 0 12000 MARK LESLIE DIRECTOR 1.00 X 0 0 0 WILLIAM SCARFIA CFO & SECRETARY OF CORP. 40.00 X 153900 0 23898 DOUGLAS HOLMAN VP, MEMBERSHIP 40.00 X 0 0 0 AIMEE FAUCETT EVP, COO 40.00 X 195000 0 11290 ELIZABETH FITZSIMMONS VP, MARKETING & EVENTS 40.00 X 130000 0 11271 SHERMAN STOCKER CORP RELATION MGR. 40.00 X 170789 0 19223 1021689 0 77682 5 0 1 0 0 2588647 157200 79095 150623 157200 2975565 SALES-CERTIFICATES OF ORIGIN 900004 10870 10870 10870 8847 8847 611332 611332 1413699 157200 680489 733210 733210 4339824 10870 0 1353389 844938 350838 380700 113400 1718038 1718038 357239 357239 182534 182534 373283 373283 2499 2499 100497 100497 297468 297468 91327 91327 155641 155641 27622 27622 CONTRIBUTIONS 563517 563517 EQUIPMENT RENTAL AND MA 72421 72421 BANK SERVICE CHARGES 47088 47088 TELEPHONE 46175 46175 19076 19076 4899363 4405263 380700 113400 525694 441619 291708 297511 75299 107183 1240627 595695 800573 644932 1989512 1597776 43998 46875 3726784 3135896 144396 39071 292544 364223 1019593 1021890 1456533 1425184 X 2226253 1663837 43998 46875 2270251 1710712 3726784 3135896 -559539 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2607607 70554 70554 208609 -138055 43998 62500 59622 46876 91500 123050 170552 43998 61471 245498 215469 91500 66214 192702 197445 61471 14176 188500 136462 66214 0 0 527398 190427 336971 571138 319439 251699 142091 85829 56262 644932 CD'S HELD IN BROKER ACCOUNT 1597776 F 1597776 ACCRUED COMPENSATION & BENEFITS 418611 DEFERRED RENT 34753 MISCELLANEOUS 2575 DEFERRED TENANT IMPROVEMENT ALLOWANCE 565951 1021890 X PART X, LINE 2: THE ORGANIZATION DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2015 AND 2014. THE U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2012 AND 2011, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. 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, 2015 AND 2014. ANNUAL DINNER 333795 333795 60262 50895 CONGRESSIONAL LUNCH 205006 205006 39500 15096 1032098 157200 874898 142367 372369 1570899 157200 1413699 242129 438360 680489 733210 X X 1 1 X X 0 0 0 JERRY SANDERS PRES. & CEO 290000 0 70000 0 12000 0 0 0 4167 0 376167 0 0 0 WILLIAM SCARFIA CFO & SECRETARY OF CORP. 133900 0 20000 0 0 0 0 0 23898 0 177798 0 0 0 AIMEE FAUCETT EVP, COO 160000 0 35000 0 0 0 0 0 11290 0 206290 0 0 0 SHERMAN STOCKER CORP RELATION MGR. 28081 0 142708 0 0 0 0 0 19223 0 190012 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 PER MONTH. IF THEY DO NOT USE THE FACILITY EIGHT TIMES OR MORE A MONTH, THE COMPANY DOES NOT REIMBURSE CLUB MEMBERSHIP FOR THAT MONTH. COST IS APPROXIMATELY $59/MO. X SERVICES 7 142000 FAIR MARKET VALUE X AIRFARE 1 15200 FAIR MARKET VALUE 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 B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12B: OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE NO FORMAL REQUIREMENT TO ANNUALLY DISCLOSE BUSINESS INTERESTS THAT COULD GIVE RISE TO CONFLICTS. HOWEVER, CHAMBER SENIOR MANAGEMENT DOES BRING POTENTIAL FINANCIAL CONFLICTS OF INTEREST TO THE MANAGEMENT COUNCIL PRIOR TO ANY DECISIONS BEING MADE. WITH RESPECT TO PUBLIC POLICY ISSUES, OFFICERS, DIRECTORS, ETC. ARE ASKED IF THEY MIGHT BE A PARTY IN INTEREST TO A PARTICULAR PUBLIC POLICY MATTER WHICH MIGHT COME BEFORE THE CHAMBER'S BOARD AND FOR WHICH THE CHAMBER MAY TAKE A POSITION. THESE INDIVIDUALS, IF THEY ARE "CONFLICTED", ARE ASKED TO DISCLOSE THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE NO FORMAL REQUIREMENT TO ANNUALLY DISCLOSE BUSINESS INTEREST THAT COULD GIVE RISE TO CONFLICTS. HOWEVER, CHAMBER SENIOR MANAGEMENT DOES BRING POTENTIAL FINANCIAL CONFLICTS OF INTEREST TO THE MANAGEMENT COUNCIL PRIOR TO ANY DECISIONS BEING MADE. WITH RESPECT TO PUBLIC POLICY ISSUES, OFFICERS, DIRECTORS, ETC. ARE ASKED IF THEY MIGHT BE A PARTY IN INTEREST TO A PARTICULAR PUBLIC CHARITY MATTER WHICH MIGHT COME BEFORE THE CHAMBER'S BOARD AND FOR WHICH THE CHAMBER MAY TAKE A POSITION. THESE INDIVIDUALS, IF THEY ARE "CONFLICTED", ARE ASKED TO DISCLOSE THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE CHAMBER'S CEO WAS REVIEWED BY AN OUTSIDE SEARCH FIRM WHEN THE CEO WAS HIRED. BASED ON CONVERSATIONS WITH THE SEARCH FIRM, IT WAS DETERMINED THAT THE COMPENSATION WAS REASONABLE. THERE IS ALSO AN ANNUAL REVIEW BY THE CHAMBER'S MANAGEMENT COUNCIL. THE COMPENSATION OF OTHER OFFICERS IN THE ORGANIZATION IS DETERMINED BY THE CEO. THE CEO INFORMALLY CONSULTS FROM TIME TO TIME WITH THE MANAGEMENT COUNCIL ON THE APPROPRIATENESS OF THE SALARY LEVELS FOR OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, FORM 1023, AND GOVERNING DOCUMENTS, SUCH AS CONFLICT OF INTEREST POLICY, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12A: THE CHAMBER'S MANAGEMENT COUNCIL IS RESPONSIBLE FOR MONITORING THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY. CONTRACTS AND/OR TRANSACTIONS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST ARE REPORTED TO THE MANAGEMENT COUNCIL BY THE CHAMBER'S SENIOR MANAGEMENT. IF THERE IS A POTENTIAL CONFLICT, THE "POTENTIAL PARTY IN INTEREST" IS REMOVED FROM THE DELIBERATIONS AND THE MANAGEMENT COUNCIL MAKES A DECISION ON THE POTENTIAL TRANSACTION BASED ON ITS MERITS. FORM 990, PART VI, SECTION B, LINE 14: THE CHAMBER DOES NOT HAVE A FORMAL WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. HOWEVER, ORIGINAL CORPORATE DOCUMENTS, EMPLOYEE RECORDS, TAX RETURNS, AND ANNUAL AUDITS ARE KEPT ONSITE FOR 7-10 YEARS. ALL OTHER DOCUMENTS ARE KEPT FOR AT LEAST 7 YEARS ONSITE, AND ARE LATER KEPT IN AN OFF-SITE STORAGE FACILITY, WHEREBY THE FILES CAN BE RETRIEVED WITHIN 24-48 HOURS. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. SAN DIEGO REGIONAL CHAMBER FOUNDATION 402 W BROADWAY SUITE 1000 SAN DIEGO CA 92101 263534334 DO RESEARCH PROJECTS TO GATHER INFORMATION FOR BUSINESSES & SAN DIEGO CA 501(C)(3) LINE 9 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: SAN DIEGO REGIONAL CHAMBER FOUNDATION PRIMARY ACTIVITY: THE PURPOSE OF THE FOUNDATION IS TO PROVIDE EDUCATION AND INFORMATION TO THE SAN DIEGO BUSINESS COMMUNITY AND TO THE GENERAL PUBLIC AND TO EDUCATE OWNERS AND OPERATORS OF PRIMARILY SMALL BUSINESSES IN THE SAN DIEGO AREA. THE FOUNDATION ALSO SEEKS TO PROVIDE FUNDING FOR A VARIETY OF RESEARCH REPORTS AND STUDIES ON THE SAN DIEGO REGIONAL ECONOMY, INCLUDING THE ECONOMIC RELATIONSHIPS WITH MEXICO.