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Nonprofiteer
← SAN DIEGO REGIONAL CHAMBER FOUNDATION

Form 990 for tax year 2023

Filed by SAN DIEGO REGIONAL CHAMBER FOUNDATION.

Totals

Total revenue
$46,392
Total expenses
$23,225
Contributions and grants received
$40,000
Grants paid
$0
Program service revenue
$0
Investment income
$6,392
Other revenue
$0
Total assets, end of year
$143,334
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$143,334
Program services expenses (Part IX)
$23,225
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$23,225

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $40,000

  • 3 · Investment income

    total $6,392 · excluded $6,392

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $23,225 · program services $23,225

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $120,167 · end of year $143,334

  • 15 · Other assets

    beginning of year $1,128 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,128 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $119,039 · end of year $143,334

  • 28 · Net assets with donor restrictions

    beginning of year $1,128 · end of year $0

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

TO CREATE THE MOST BUSINESS FRIENDLY AND VIBRANT REGION IN CALIFORNIA THROUGH INVESTMENT IN RESEARCH, EDUCATION AND LEADERSHIP

  • THE FOUNDATION WAS ABLE TO PROVIDE THE FOLLOWING PROGRAM SERVICE ACCOMPLISHMENTS: -ISSUED A RESEARCH STUDY ON CHILDCARE - ISSUED FINAL UPDATE ON REGIONAL JOB STUDY - ISSUED REPORT ON WOMEN ON BOARDS AND COMMISSIONS

    Expenses $23,225

As filed on the 2023 return.

Listed in Part VII

  • Lisa Kay

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sam Attisha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Howard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alessandra Lezama

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Neil Mohr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christine Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Caroline Winn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tom Pellette

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Sanders

    PRESIDENT & CEO

    Total calculated
    $340,000
    From this org
    $0
    From related orgs
    $340,000
    Other
    $0
    Hours/week
    1.5 + 38.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,000 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $340,000 related

  • Jaymie Bradford

    COO, SECRETARY & EXECUTIVE

    Total calculated
    $219,002
    From this org
    $0
    From related orgs
    $219,002
    Other
    $0
    Hours/week
    1.5 + 38.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,002 related
    Bonus
    $0 + $35,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $219,002 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202412889349301891

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