2022-11-02T16:22:11-05:00 2021-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2021-01-01 951184680 SAN DIEGO REGIONAL CHAMBER OF COMMERCE SAND 6195441300 402 WEST BROADWAY 1000 SAN DIEGO CA 921013585 JERRY SANDERS CEO 6195441300 2022-11-01 1 JERRY SANDERS 999009999 DANIEL P SCHREIBER P00089202 8585871000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JERRY SANDERS 402 WEST BROADWAY 1000 SAN DIEGO CA 921013585 4702862 0 X WWW.SDCHAMBER.ORG X 1870 CA PROVIDE SERVICES THAT WILL PROMOTE A POSITIVE AND BALANCED BUSINESS CLIMATE IN SAN DIEGO 62 61 24 87 0 0 3365272 4065306 4845 9964 41270 6721 1295736 442836 4707123 4524827 9246 1399 0 0 2735247 2767244 0 0 0 1028785 1140396 3773278 3909039 933845 615788 4264679 5451651 1033012 1604196 3231667 3847455 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 3771278 PROVIDE SERVICES AND EVENTS THAT WILL PROMOTE A POSITIVE BUSINESS CLIMATE IN THE SAN DIEGO, CA REGION. 169808 PROMOTE CROSS-BORDER ECONOMIC GROWTH. 145988 OPERATE PROGRAMS PRIMARILY TO HELP SMALL BUSINESS. 4087074 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 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 10 0 1 24 1 0 0 0 0 1 1 0 0 0 X 62 61 0 0 0 0 1 1 1 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 NEIL MOHR CHAIR 1.00 X X 0 0 0 LISA KAY VICE CHAIR & FINANCE CHAIR 1.00 X X 0 0 0 CAROLINE WINN PAST CHAIR 1.00 X 0 0 0 CHRISTINE MOORE PUBLIC POLICY CHAIR 1.00 X X 0 0 0 SAM ATTISHA DIRECTOR 1.00 X 0 0 0 RICK BREGMAN 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 CHIRS 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 SHELLEY LYFORD 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 MEENA WESTFORD DIRECTOR 1.00 X 0 0 0 SHERYL WRIGHT 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 JOHN DUNLAP DIRECTOR 1.00 X 0 0 0 MARC DUVALL DIRECTOR 1.00 X 0 0 0 JOHN FRAGER 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 PHONG HUYNH DIRECTOR 1.00 X 0 0 0 ZEYNEP ILGAZ 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 RANDALL LU 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 JOHN SOTOODEH 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 JASON MORRIS 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 VIVIAN SALAZAR DIRECTOR 1.00 X 0 0 0 KARLA RUIZ MACFARLAND 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 RIP RIPPETOE DIRECTOR 1.00 X 0 0 0 JONATHAN COLE DIRECTOR 1.00 X 0 0 0 IDARA OGUNSAJU DIRECTOR 1.00 X 0 0 0 JERRY SANDERS PRESIDENT & CEO 40.00 X 271154 0 0 JAYMIE BRADFORD COO, EXECUTIVE VP 40.00 X 180000 0 0 DANA STAFFORD EXEC DIRECTOR, OPERATIONS 40.00 X 115000 0 0 SHERMAN STOCKER CORPORATE RELATIONS MANAGE 40.00 X 171825 0 0 GRACE TAYAMA MEMBER RELATIONS MANAGER 40.00 X 109101 0 0 STEFANIE BENVENUTO VICE PRESIDENT, PUBLIC AFF 40.00 X 145000 0 0 ROBERT HACKEN MEMBER RELATIONS DIRECTOR 40.00 X 102031 0 0 1094111 0 0 7 0 1 0 0 2461178 909698 490580 203850 4065306 MISCELLANEOUS INCOME 900099 9964 9964 9964 6721 6721 620871 620871 0 909698 178035 -178035 -178035 4524827 9964 0 449557 1399 1094111 1236085 277454 159594 426 311191 780 29435 279229 31896 649 85134 36431 EVENT EXPENSES 116002 CONTRIBUTIONS 100000 TELEPHONE 49098 BANK FEES 45505 54620 3909039 1279060 2008451 2150455 3000929 492898 131619 109937 151244 1528877 1369469 217329 159408 15000 0 4264679 5451651 293133 804268 511095 619215 228784 180713 1033012 1604196 X 3216667 3847455 15000 0 3231667 3847455 4264679 5451651 615788 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2453228 196258 228694 424952 316014 108938 562923 464914 98009 778863 717464 61399 187091 187091 0 159408 DEFERRED RENT 120781 PPP LOAN LIABILITY 59932 180713 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, 2021 AND 2020, 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, 2021 AND 2020, 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, 2021, 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, 2021 AND 2020. 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, 2021 AND 2020. ANNIVERSARY CELEBRATION 338735 338735 5293 17649 MEXICO CITY SUMMIT 96492 96492 13709 800 474471 474471 53967 86617 909698 909698 72969 105066 178035 -178035 1 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 271154 0 0 0 0 0 0 0 0 0 271154 0 0 0 JAYMIE BRADFORD COO, EXECUTIVE VP 175000 0 5000 0 0 0 0 0 0 0 180000 0 0 0 SHERMAN STOCKER CORPORATE RELATIONS MANAGE 40560 0 131265 0 0 0 0 0 0 0 171825 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 101800 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 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 419903 FMV LEAD SAN DIEGO INC Q 131043 FMV SAN DIEGO REGIONAL CHAMBER FOUNDATION Q 16025 FMV