2024-10-05T15:39:51-05:00 2023-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2023-01-01 953699122 LEAD SAN DIEGO INC LEAD 6195441300 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 JERRY SANDERS PRESIDENT & CEO 6195441300 2024-09-24 1 0 DANIEL P SCHREIBER P00089202 8585871000 2023 2024-10-15 13:58:12Z JERRY SANDERS 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 816489 0 X HTTPS://SDCHAMBER.ORG/LEAD/ X 1981 CA LEAD'S PROGRAMS & EVENTS BUILD COMMUNITY THROUGH PEOPLE - ENHANCING THEIR PERSONAL & ORGANIZATIONAL SUCCESS & THE SUCCESS OF THE REGION. ARMED WITH A BETTER UNDERSTANDING OF ISSUES, PARTICIPANTS INTEGRATE QUICKLY INTO THE COMMUNITY & BECOME VIBRANT, INSPIRED, ACTIVE LEADERS WHO SERVE US ALL. 28 28 0 28 1586 0 370897 344280 313199 423029 11906 47594 -103890 -102505 592112 712398 0 0 0 0 383847 391886 0 0 0 152124 149949 535971 541835 56141 170563 983362 1091355 292696 230126 690666 861229 X LEAD'S PROGRAMS & EVENTS BUILD COMMUNITY THROUGH PEOPLE - ENHANCING THEIR PERSONAL & ORGANIZATIONAL SUCCESS & THE SUCCESS OF THE REGION. ARMED WITH A BETTER UNDERSTANDING OF ISSUES, PARTICIPANTS INTEGRATE QUICKLY INTO THE COMMUNITY & BECOME VIBRANT, INSPIRED, ACTIVE LEADERS WHO SERVE US ALL. 0 0 541835 423029 FOR MORE THAN 35 YEARS, LEAD SAN DIEGO HAS SERVED AS AN INCUBATOR FOR COMMUNITY LEADERSHIP. LEAD IS THE ONLY ORGANIZATION IN THE SAN DIEGO/NOTHERN BAJA CALIFORNIA REGION SOLELLY DEDICATED TO DEVELOPING ENGAGED CIVIC AND COMMUNITY LEADERS. WITH A PORTFOLIO OF UNPARALLELED PROGRAMS DESIGNED FOR INDIVIDUALS AT VARIOUS LEVELS OF PROFESSIONAL DEVELOPMENT AND COMMUNITY INVOLVEMENT, LEAD SAN DIEGO FILLS THE REGION'S LEADERSHIP PIPELINE BY PROVIDING BALANCED EDUCATION AND DIALOGUE ON ISSUES OF CRITICAL REGIONAL IMPORTANCE, HELPING A CROSS-SECTION OF LEADERS BECOME BETTER INFORMED AND ACTIVE PARTICIPANTS IN WORK THAT POSITIVELY IMPACTS OUR COMMUNITIES. THROUGH LEAD'S VARIOUS PROGRAMS, FORUMS, ALUMNI ASSOCIATION MEMBERSHIP AND THE ANNUAL VISIONARY AWARDS, WHICH IS SOUTHERN CALIFORNIA'S PREMIER LEADERSHIP RECOGNITION EVENT, LEAD PERSONALLY REACHED APPOXIMATELY 1,400 MEMBERS DURING THE YEAR. THOUSANDS MORE ARE REACHED EACH YEAR VIA LEAD SAN DIEGO'S WEBSITE AND REGULAR E-COMMUNICATIONS. 541835 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X JUANICE REYNA 6195441374 402 WEST BROADWAY SUITE 1000 SAN DIEGO CA 92101 KERRI VERBEKE KAPICH CHAIR 1.50 X X 0 0 0 JASON PAGUIO VICE CHAIR 1.50 X X 0 0 0 KEN BARNES DIRECTOR 1.50 X 0 0 0 TREVOR BLAIR IMMEDIATE PAST CHAIR 1.50 X 0 0 0 LEON CLARK DIRECTOR 1.50 X 0 0 0 NIKKI CLAY DIRECTOR 1.50 X 0 0 0 TAMARA CRAVER DIRECTOR 1.50 X 0 0 0 DENNIS DUBARD DIRECTOR 1.50 X 0 0 0 JEFF GATTAS DIRECTOR 1.50 X 0 0 0 DAVID GLANZER DIRECTOR 1.50 X 0 0 0 GERARDO GODINEZ FINANCE REPRESENTATIVE 1.50 X 0 0 0 KENDALL HELM DIRECTOR 1.50 X 0 0 0 ROSA MARIA HERNANDEZ DIRECTOR 1.50 X 0 0 0 STEVEN JONES DIRECTOR 1.50 X 0 0 0 DENNIS KECK DIRECTOR 1.50 X 0 0 0 HERNAN LUIS Y PRADO DIRECTOR 1.50 X 0 0 0 IDARA OGUNSAJU DIRECTOR 1.50 X 0 0 0 ERICA OPSTAD DIRECTOR 1.50 X 0 0 0 KARI PELTERS DIRECTOR 1.50 X 0 0 0 MONIQUE RODRIGUEZ DIRECTOR 1.50 X 0 0 0 NANCY ROHLAND-HEINRICH VA CHAIR 1.50 X 0 0 0 TIMOTHY SHIELDS DIRECTOR 1.50 X 0 0 0 TONYA L TOROSIAN DIRECTOR 1.50 X 0 0 0 ADOLFO VENTURA DIRECTOR 1.50 X 0 0 0 BRITTANY SANTOS-DERIEG DIRECTOR 1.50 X 0 0 0 MARGIE NEWMAN TSAY DIRECTOR 1.50 X 0 0 0 SHANA WILSON DIRECTOR 1.50 X 0 0 0 JERRY SANDERS PRESIDENT & CEO 1.50 38.50 X 0 340000 0 JAYMIE BRADFORD COO & EXECUTIVE 1.50 38.50 X 0 219002 0 0 559002 0 0 0 1 0 0 304030 40250 20000 344280 PROGRAM FEES 900099 423029 423029 423029 47594 47594 0 304030 104091 -104091 -104091 ENDOWMENT TRUE UP 900099 1586 1586 1586 712398 423029 1586 -56497 318331 318331 8259 8259 40318 40318 24978 24978 32134 32134 2697 2697 38641 38641 3009 3009 574 574 EVENT COSTS 50566 50566 BANKING FEES 10648 10648 CONTRIBUTIONS 5500 5500 TELEPHONE 3193 3193 2987 2987 541835 541835 0 0 942259 1044859 21977 26178 806 1080 2739 2739 0 0 18320 19238 983362 1091355 60211 83528 232485 146598 292696 230126 X 672346 841991 18320 19238 690666 861229 983362 1091355 170563 0 X X 0 1 X 1 0 X 458511 324932 424144 370897 344280 1922764 458511 324932 424144 370897 344280 1922764 1922764 6822 1657 75 11906 47594 68054 1809 2834 1586 6229 1997047 0.96280 0.98810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18321 1836 918 19239 20817 -1616 880 18321 18562 3084 829 20817 17351 2034 824 18562 15637 2275 561 17351 0 0 2739 2739 0 0 X PART X, LINE 2: LEAD SAN DIEGO 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, 2023 AND 2022. 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, 2023 AND 2022. PART V, LINE 4: TO MAINTAIN PURCHASING POWER(REAL VALUE) OF THE ENDOWMENT FUNDS AND DISBURSE 5% ANNUALLY BASED ON MARKET VALUE OVER PREVIOUS 36 MONTHS. IF THE MARKET DECLINES, DISTRIBUTIONS ARE LIMITED TO INCOME RECEIVED SUCH AS INTEREST AND DIVIDENDS. VISIONARY AWARDS 304030 304030 98810 5281 304030 304030 98810 5281 104091 -104091 1 X X X X 0 0 0 0 0 0 0 0 0 JERRY SANDERS PRESIDENT & CEO 0 300000 0 40000 0 0 0 0 0 0 0 340000 0 0 JAYMIE BRADFORD COO & EXECUTIVE 0 184002 0 35000 0 0 0 0 0 0 0 219002 0 0 X ADVERTISING 0 15000 X WEBSITE DEVELOPMENT 0 6000 X CLASSROOM SPACE 0 4590 0 0 0 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 LEAD SAN DIEGO EXPECTS THE PRIMARY INTEREST OF EMPLOYEES AND DIRECTORS TO BE THE INDIVIDUALS LEAD SERVES. A CONFLICT OF INTEREST OCCURS WHEN THE INTERESTS OF AN EMPLOYEE, DIRECTOR OR ANOTHER PARTY ACTUALLY OR POTENTIALLY AFFECT LEAD SAN DIEGO IN A NEGATIVE WAY AS DEFINED IN SECTION 8.9 OF LEAD SAN DIEGO'S BYLAWS. PRIOR TO CONSUMMATING ANY SUCH TRANSACTION, THE INDIVIDUAL MUST OBTAIN APPROVAL BY VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE WITHOUT COUNTING THE VOTE OF THE INDIVIDUAL INVOLVED. IF APPROVAL IS NOT OBTAINED, THE DIRECTOR IN QUESTION MAY BE REQUIRED TO DO SUCH THINGS AN PAY SUCH DAMAGES AS, IN THE DISCRETION OF HTE COURT, WILL PROVIDE AN EQUITABLE AND FAIR REMEDY TO LEAD SAN DIEGO. ALL BOARD MEMBERS AND EMPLOYEES ARE MADE AWARE ON A YEARLY BASIS THAT THESE BY-LAWS ARE IN EFFECT. FORM 990, PART VI, SECTION C, LINE 19 LEAD MAKES ALL DOCUMENTS AND AUDITED FINANCIAL STATEMENTS 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 OF COMMERCE 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 951184680 ADVOCATES FOR PUBLIC POLICIES SUPPORTING ECONOMIC GROWTH CA 501(C)(6) N/A N/A 0 SAN DIEGO REGIONAL CHAMBER FOUNDATION 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 263534334 PROVIDES EDUCATION/INFO TO BUSINESSES 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 0 0 0 SAN DIEGO REGIONAL CHAMBER OF COMMERCE O 498612 FMV