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Nonprofiteer
← SAN DIEGO REGION SMALL BUSINESS DEVELOPMENT CORPORATION

Form 990 for tax year 2022

Filed by SAN DIEGO REGION SMALL BUSINESS DEVELOPMENT CORPORATION.

Totals

Total revenue
$1,038
Total expenses
$6,264
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$538
Other revenue
$500
Total assets, end of year
$1,907,954
Total liabilities, end of year
$83,302
Net assets or fund balances, end of year
$1,824,652
Program services expenses (Part IX)
$264
Management and general expenses
$6,000
Fundraising expenses
$0
Program service expenses (Part III)
$264

Program services were 4.2% 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.

  • 3 · Investment income

    total $538 · excluded $538

  • 11a · Other revenue: OTHER INCOME

    total $500 · related or exempt $500

  • 11e · Other revenue, total

    $500

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $6,000 · management and general $6,000

  • 11g · Fees: other

    total $10 · program services $10

  • 24a · Other expenses: TAXES, LICENSES AND FEE

    total $254 · program services $254

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $429,380 · end of year $57,067

  • 4 · Accounts receivable

    beginning of year $23,999

  • 12 · Investments: other securities

    beginning of year $1,850,887 · end of year $1,850,887

  • 25 · Other liabilities

    beginning of year $474,388 · end of year $83,302

  • 27 · Net assets without donor restrictions

    beginning of year $1,829,878 · end of year $1,824,652

Mission and programs · 2022

Mission

TO PROMOTE ECONOMIC DEVELOPMENT OF SMALL BUSINESS IN SAN DIEGO, CALIFORNIA.

Activities or mission (Part I)

TO PROMOTE ECONOMIC DEVELOPMENT OF SMALL BUSINESS IN SAN DIEGO.

  • TO PROMOTE ECONOMIC DEVELOPMENT OF SMALL BUSINESS BY MAKING AVAILABLE MANAGEMENT ASSISTANCE AND OTHER RESOURCES TO PROMOTE HEALTH, SAFETY AND SOCIAL WELFARE OF THE CITIZENS OF CALIFORNIA. TO ELIMINATE UNEMPLOYMENT OF THE ECONOMICALLY DISADVANTAGED OF THE STATE, AND TO STIMULATE ECONOMIC DEVELOPMENT, EMPLOYMENT, MINORITY GROUP AND DISABLED PERSONS ENTREPRENEURSHIP.

    Expenses $264

As filed on the 2022 return.

Listed in Part VII

  • ELLIS CARR

    DIRECTOR

    Total calculated
    $729,181
    From this org
    $0
    From related orgs
    $693,114
    Other
    $36,067
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $693,114 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $36,067 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $729,181 related

  • TYLER ORION

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1 + 1 related

  • FRANK ROBINSON

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $0
    From related orgs
    $3,750
    Other
    $0
    Hours/week
    1 + 1 related

  • MONTE JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATALIE GUNN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $428,444
    From this org
    $0
    From related orgs
    $396,827
    Other
    $31,617
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,827 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,987 related
    Nontaxable benefits
    $0 + $1,630 related
    Filer's total
    $0 + $428,444 related

  • ROBERT VILLARREAL

    PRESIDENT/EVP

    Total calculated
    $304,835
    From this org
    $0
    From related orgs
    $279,517
    Other
    $25,318
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,937 related
    Bonus
    $0 + $14,580 related
    Other
    $0
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $8,318 related
    Filer's total
    $0 + $304,835 related

  • BRIAN MCEVOY

    SECRETARY

    Total calculated
    $393,965
    From this org
    $0
    From related orgs
    $316,032
    Other
    $77,933
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,032 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,065 related
    Nontaxable benefits
    $0 + $49,868 related
    Filer's total
    $0 + $393,965 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

None.

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

The filer's explanations (Part III)

990 SCHEDULE J
THE ORGANIZATION RELIES ON THE RELATED ORGANIZATION FOR COMPENSATION POLICIES.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BANKERS SMALL BUSINESS COMMUNITY DEVELOPMENT CORPORATION OF CALIFORNIA

    C · FINANCE · CA

  • CDC VENTURES

    C · SOFTWARE · CA

  • CDC DIRECT CAPITAL

    C · COMMERCIAL FINANCE · CA

Provenance

Return type
form_990
Tax year
2022
Filed
23 September 2023
IRS schema version
2022v5.0
Source object
202332839349300743

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