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Nonprofiteer
← LEAD SAN DIEGO INC

Form 990 for tax year 2025

Filed by LEAD SAN DIEGO INC.

Totals

Total revenue
$764,350
Total expenses
$551,281
Contributions and grants received
$410,609
Grants paid
$0
Program service revenue
$400,088
Investment income
$52,967
Other revenue
-$99,314
Total assets, end of year
$1,462,657
Total liabilities, end of year
$257,540
Net assets or fund balances, end of year
$1,205,117
Program services expenses (Part IX)
$551,281
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$551,281

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.

  • 1c · Fundraising events

    $248,625

  • 1f · All other contributions, gifts and grants

    $161,984

  • 2a · Program service revenue: PROGRAM FEES

    total $400,088 · related or exempt $400,088

  • 3 · Investment income

    total $52,967 · excluded $52,967

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $248,625

  • 8b · Fundraising events: direct expenses

    $101,493

  • 8c · Net income from fundraising events

    total -$101,493 · excluded -$101,493

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $2,179 · related or exempt $2,179

  • 11e · Other revenue, total

    $2,179

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $352,498 · program services $352,498

  • 8 · Pension plan contributions

    total $4,000 · program services $4,000

  • 9 · Other employee benefits

    total $25,089 · program services $25,089

  • 10 · Payroll taxes

    total $25,463 · program services $25,463

  • 11g · Fees: other

    total $39,004 · program services $39,004

  • 13 · Office expenses

    total $294 · program services $294

  • 16 · Occupancy

    total $37,854 · program services $37,854

  • 17 · Travel

    total $2,568 · program services $2,568

  • 19 · Conferences, conventions and meetings

    total $297 · program services $297

  • 24a · Other expenses: PROGRAM EXPENSES

    total $49,575 · program services $49,575

  • 24b · Other expenses: TELEPHONE

    total $4,634 · program services $4,634

  • 24c · Other expenses: BANKING FEES

    total $3,516 · program services $3,516

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $2,713 · program services $2,713

  • 24e · All other expenses

    total $3,776 · program services $3,776

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,235,688 · end of year $1,425,689

  • 4 · Accounts receivable

    beginning of year $5,193 · end of year $7,141

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,235 · end of year $8,231

  • 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 $20,113 · end of year $21,596

  • 17 · Accounts payable and accrued expenses

    beginning of year $98,591 · end of year $84,883

  • 19 · Deferred revenue

    beginning of year $174,590 · end of year $172,657

  • 27 · Net assets without donor restrictions

    beginning of year $971,935 · end of year $1,183,522

  • 28 · Net assets with donor restrictions

    beginning of year $20,113 · end of year $21,595

Mission and programs · 2025

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 $551,281 · Revenue $402,267

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nancy Rohland-Heinrich

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Jason Paguio

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Tamara Craver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • David Glanzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Dennis Keck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Monique Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Kerri Verbeke Kapich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Tonya L Torosian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Adolfo Ventura

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Shana Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Ken Barnes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Enrique Meza

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Valerie Attisha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Jessica Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Michael Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • La Monica Everett-Haynes PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Nanda Grandison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Jordan Harrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Tammy Haughey

    FINANCIAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1.5

  • Shelly Hester

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Kimberley Layton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Nancy Maldonado

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Kenneth Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Elsa Morales-Roth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Adrianna O'Donnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Anita Shah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Kazeem O Omidiji

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Chris Sichel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Dana Toppel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Jesus Torres

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Jim Woods

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Leon Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Christopher Cate

    PRESIDENT & CEO

    Total calculated
    $188,250
    From this org
    $0
    From related orgs
    $188,250
    Other
    $0
    Hours/week
    1.5 + 38.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,250 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $188,250 related

  • Jessica Anderson

    EVP & COO

    Total calculated
    $323,465
    From this org
    $0
    From related orgs
    $323,465
    Other
    $0
    Hours/week
    1.5 + 38.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,743 related
    Bonus
    $0 + $69,722 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $323,465 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.

Provenance

Return type
form_990
Tax year
2025
Filed
21 August 2026
IRS schema version
2025v4.2
Source object
202632389349301753

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