Totals
- Total revenue
- $592,112
- Total expenses
- $535,971
- Contributions and grants received
- $370,897
- Grants paid
- $0
- Program service revenue
- $313,199
- Investment income
- $11,906
- Other revenue
- -$103,890
- Total assets, end of year
- $983,362
- Total liabilities, end of year
- $292,696
- Net assets or fund balances, end of year
- $690,666
- Program services expenses (Part IX)
- $535,971
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $535,971
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.
-
1b · Membership dues
$2,685
-
1c · Fundraising events
$291,625
-
1f · All other contributions, gifts and grants
$76,587
-
1g · Noncash contributions included above
$15,000
-
2a · Program service revenue: PROGRAM FEES
total $313,199 · related or exempt $313,199
-
3 · Investment income
total $11,906 · excluded $11,906
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$291,625
-
8b · Fundraising events: direct expenses
$103,890
-
8c · Net income from fundraising events
total -$103,890 · excluded -$103,890
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $309,490 · program services $309,490
-
8 · Pension plan contributions
total $8,206 · program services $8,206
-
9 · Other employee benefits
total $41,901 · program services $41,901
-
10 · Payroll taxes
total $24,250 · program services $24,250
-
11g · Fees: other
total $32,492 · program services $32,492
-
13 · Office expenses
total $2,548 · program services $2,548
-
16 · Occupancy
total $41,324 · program services $41,324
-
17 · Travel
total $3,858 · program services $3,858
-
19 · Conferences, conventions and meetings
total $3,249 · program services $3,249
-
24a · Other expenses: EVENT COSTS
total $51,965 · program services $51,965
-
24b · Other expenses: BANKING FEES
total $9,309 · program services $9,309
-
24c · Other expenses: TELEPHONE
total $3,963 · program services $3,963
-
24d · Other expenses: EQUIPMENT RENTAL & MAIN
total $1,961 · program services $1,961
-
24e · All other expenses
total $1,455 · program services $1,455
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $866,047 · end of year $942,259
-
4 · Accounts receivable
beginning of year $40,929 · end of year $21,977
-
9 · Prepaid expenses and deferred charges
beginning of year $14,919 · end of year $806
-
10a · Land, buildings and equipment: cost or other basis
$2,739
-
10b · Land, buildings and equipment: accumulated depreciation
$2,739
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $20,816 · end of year $18,320
-
17 · Accounts payable and accrued expenses
beginning of year $107,654 · end of year $60,211
-
19 · Deferred revenue
beginning of year $200,532 · end of year $232,485
-
27 · Net assets without donor restrictions
beginning of year $613,709 · end of year $672,346
-
28 · Net assets with donor restrictions
beginning of year $20,816 · end of year $18,320
Mission and programs · 2022
Mission
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.
-
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.
Expenses $535,971 · Revenue $313,199
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kerri Verbeke KapichKERRI VERBEKE KAPICH
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Jason PaguioJASON PAGUIO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Ken BarnesKEN BARNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Trevor BlairTREVOR BLAIR
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Leon ClarkLEON CLARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Nikki ClayNIKKI CLAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Tamara CraverTAMARA CRAVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Dennis DubardDENNIS DUBARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Jeff GattasJEFF GATTAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
David GlanzerDAVID GLANZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Gerardo GodinezGERARDO GODINEZ
FINANCE REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1.5
-
Chanelle HawkenCHANELLE HAWKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Kendall HelmKENDALL HELM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Rosa Maria HernandezROSA MARIA HERNANDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Steven JonesSTEVEN JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Dennis KeckDENNIS KECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Hernan Luis Y PradoHERNAN LUIS Y PRADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Alexa-Rae NavarroALEXA-RAE NAVARRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Idara OgunsajuIDARA OGUNSAJU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Erica OpstadERICA OPSTAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Kari PeltersKARI PELTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Kimberley Phillips BoehmKIMBERLEY PHILLIPS BOEHM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Margie Newman TsayMARGIE NEWMAN TSAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Monique RodriguezMONIQUE RODRIGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Nancy Rohland-HeinrichNANCY ROHLAND-HEINRICH
VA CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Timothy ShieldsTIMOTHY SHIELDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Tonya L TorosianTONYA L TOROSIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Barbara NoerenbergBARBARA NOERENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Adolfo VenturaADOLFO VENTURA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Brittany Santos-DeriegBRITTANY SANTOS-DERIEG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Jerry SandersJERRY SANDERS
PRESIDENT & CEO
- Total calculated
- $390,000
- From this org
- $0
- From related orgs
- $390,000
- Other
- $0
- Hours/week
- 1.5 + 38.5 related
Schedule J breakdown matched by us
- Base
- $0 + $300,000 related
- Bonus
- $0 + $90,000 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $390,000 related
-
Jaymie BradfordJAYMIE BRADFORD
COO & EXECUTIVE
- Total calculated
- $239,000
- From this org
- $0
- From related orgs
- $239,000
- Other
- $0
- Hours/week
- 1.5 + 38.5 related
Schedule J breakdown matched by us
- Base
- $0 + $184,000 related
- Bonus
- $0 + $55,000 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $239,000 related
-
Robert BeattyROBERT BEATTY
SECRETARY
- Total calculated
- $65,700
- From this org
- $0
- From related orgs
- $65,700
- Other
- $0
- Hours/week
- 1.5 + 38.5 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
- 2 · Substantiation required before reimbursing expenses
- 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.
-
SAN DIEGO REGIONAL CHAMBER OF COMMERCE
501(C)(6) · ADVOCATES FOR PUBLIC POLICIES SUPPORTING ECONOMIC GROWTH · CA
-
SAN DIEGO REGIONAL CHAMBER FOUNDATION
501(C)(3) · PROVIDES EDUCATION/INFO TO BUSINESSES · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 16 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342369349301864
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.