2014-12-03T18:09:49-06:00 2014-06-30 952694444 CONSIDINE & CONSIDINE 1501 FIFTH AVENUE SUITE 400 SAN DIEGO CA 921013297 990 2013-07-01 953294375 WORLD TRADE CENTER SAN DIEGO WORL 6196150868 2427 MADISON AVE SAN DIEGO CA 92116 STEPHEN G AUSTIN CHAIRMAN 6196150868 2014-11-18 1 RICHARD HOTZ P00452784 6192311977 2014-11-18 2013 2015-11-30 17:44:51Z STEPHEN G AUSTIN 2427 MADISON AVE SAN DIEGO CA 92116 527228 0 X WWW.SDWTC.ORG X 1994 CA TO POSITION SAN DIEGO AND REGIONAL BUSINESSES FOR GLOBAL MARKET SUCCESS. 22 22 9 40 0 0 12750 195521 737600 323958 81 -19628 -9589 4430 740842 504281 0 0 0 0 483727 299486 0 0 37243 446930 334191 930657 633677 -189815 -129396 194912 29922 99285 63691 95627 -33769 X WORLD TRADE CENTER SAN DIEGO POSITIONS SAN DIEGO REGIONAL BUSINESS FOR GLOBAL MARKET SUCCESS THROUGH ADVOCACY, CONNECTIONS, COMMUNICATIONS, AND EDUCATION. 0 1 226014 THE WORLD TRADE CENTER SAN DIEGO (WTCSD) HAS FOUR CORE AREAS OF TRADE SERVICES: 1) RELATIONSHIP, 2) GLOBAL MARKETING, 3) INTERNATIONAL PUBLIC AFFAIRS AND 4) TRADE KNOWLEDGE. TRADE SERVICES PROVIDE BUSINESSES WITH THE LINKS TO PURSUE INTERNATIONAL OPPORTUNITIES THROUGH OUR GLOBAL NETWORK AND BRING VALUE TO SAN DIEGO'S INTERNATIONAL TRADE COMMUNITY. IN ADDITION, OUR TRADE SERVICES INCLUDE ASIA DESK, THE ONLY ASIA-DEDICATED RESOURCE CENTER OF ANY CALIFORNIA WORLD TRADE CENTER. ASIA DESK PROVIDES TRADE SERVICES BY HOSTING INBOUND DELEGATIONS FROM ASIA, ORGANIZING OUTBOUND TRADE MISSIONS, EDUCATIONAL SEMINARS, TRAINING PROGRAMS, WEBISTE PRESENCE WITH COMPANY DIRECTORY, AND NETWORKING EVENTS. TOTAL CLIENTS SERVED THIS YEAR = 134. 27073 AS A LICENSEE OF THE WORLD TRADE CENTERS ASSOCATION, WTCSD LEVERAGES ITS WTC NETWORK AND AFFILIATES FOR CONNECTIONS, INFORMATION, AND COMMUNICATION. MEMBERSHIP IN THE WTCSD OFFERS BENEFITS AND SERVICES THROUGH FOUR SERVICE AREAS: 1) RECIPROCAL MEMBERSHIP IN AND ACCESS TO ALL WORLD TRADE CENTERS. 2) INTERNATIONAL BUSINESS ADVOCACY, 3) TRADE INFORMATION & COUNSELING, AND 4) DISCOUNTS TO EDUCATIONAL & NETWORKING EVENTS. TOTAL MEMBERS SERVED THIS YEAR = 63. 166655 OTHER PROGRAM SERVICES INCLUDE: 1)INTERNATIONAL RELATIONS OFFICE (IRO) AND 2) SEMINARS AND EVENTS. THE IRO WAS CREATED TO COORDINATE THE INTERNATIONAL PROTOCOL NEEDS OF THE SAN DIEGO REGION, OFFERS A COMPREHENSIVE APPROACH TO HOSTING INTERNATIONAL DELEGATIONS AND DIGNITARIES. WTCSD ORGANIZES A VARIETY OF SEMINARS AND EVENTS TO PROVIDE INFORMATION, CONNECTION AND EDUCATION FOR INTERNATIONAL BUSINESS COMMUNITY. TOTAL CLIENTS SERVED/ATTENDEES THIS YEAR = 1,038. 419742 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 10 0 9 1 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA X REYNALDO G LONTOK 6196150868 2427 MADISON AVE SAN DIEGO CA 92116 MATT ANDERSEN BOARD MEMBER 0.20 X 0 0 0 STEVE AUSTIN CHAIRMAN 0.50 X X 0 0 0 MARK BALLAM BOARD MEMBER 0.50 X 0 0 0 JIM BARTELL BOARD MEMBER-AT-LARGE 0.50 X X 0 0 0 THELLA BOWENS BOARD MEMBER 0.10 X 0 0 0 KENNETH BRYAN BOARD MEMBER 0.10 X 0 0 0 STEVE CADE BOARD MEMBER 0.10 X 0 0 0 MARK CAFFERTY BOARD MEMBER 0.00 X 0 0 0 RAMON CASTILLO BOARD MEMBER 0.10 X 0 0 0 TINA CASGAR BOARD MEMBER 0.20 X 0 0 0 BRIAN CHAMBERS BOARD MEMBER 0.00 X 0 0 0 BRANDY CHRISTIAN BOARD MEMBER 0.10 X 0 0 0 BRUCE COLEMAN BOARD MEMBER 0.10 X 0 0 0 TIM DEMARCO BOARD MEMBER 0.10 X 0 0 0 DENISE DIMON BOARD MEMBER 0.00 X 0 0 0 PEGGY FLEMING BOARD MEMBER 0.10 X 0 0 0 BRENDAN FOOTE BOARD MEMBER 0.00 X 0 0 0 ROBERT GLEASON BOARD MEMBER 0.50 X 0 0 0 BRUCE HUENERS BOARD MEMBER 0.20 X 0 0 0 JACK KELLY BOARD MEMBER 0.00 X 0 0 0 TIMOTHY KELLY BOARD MEMBER 0.10 X 0 0 0 DR RACHA KUMAR BOARD MEMBER 0.10 X 0 0 0 KAM LI BOARD MEMBER 0.00 X 0 0 0 SHARON LIGHTNER BOARD MEMBER 0.10 X 0 0 0 SHERIE LIGHTNER BOARD MEMBER 0.10 X 0 0 0 SANDRA MARTINS BOARD MEMBER 0.10 X 0 0 0 MARSHALL MERRIFIELD BOARD MEMBER 0.10 X 0 0 0 PAUL MCMULLIN BOARD MEMBER 0.10 X 0 0 0 THOMAS MAZZOCCO BOARD MEMBER 0.10 X 0 0 0 JOE PANETA BOARD MEMBER 0.00 X 0 0 0 ROY PAULSON BOARD MEMBER 0.10 X 0 0 0 LENI PRECIADO VICE-CHAIR 0.50 X X 0 0 0 BO REED BOARD MEMBER 0.20 X 0 0 0 DAVID ROBERTSON BOARD MEMBER 0.10 X 0 0 0 MONIQUE RODRIGUEZ BOARD MEMBER 0.10 X 0 0 0 JOHN SCHERLING BOARD MEMBER 0.20 X 0 0 0 DAVID SCHULTZ TREASURER 0.10 X X 0 0 0 RYAN THOMPSON BOARD MEMBER 0.00 X 0 0 0 BOB WATKINS BOARD MEMBER 0.10 X 0 0 0 STEVE WEATHERS PRESIDENT/CEO 40.00 X X 128153 0 0 CINDY ZISSER BOARD MEMBER 0.10 X 0 0 0 128153 0 0 1 0 0 0 0 105646 89875 195521 EVENTS AND TRADE MISSI 900099 254706 254706 BUSINESS SERVICES 541900 39752 39752 FEE FOR SERVICE AGREEM 541900 29500 29500 323958 54 54 3265 22947 -19682 -19682 -19682 OTHER 900099 4430 4430 4430 504281 308706 0 54 X 128153 70484 44854 12815 128739 105094 14204 9441 20409 14642 3918 1849 22185 15230 5025 1930 102542 63918 35723 2901 3584 2441 834 309 36755 29618 7137 10000 10000 26625 18904 5325 2396 16215 6634 8740 841 EVENTS 39395 39395 COMPUTER SUPPORT 19149 8540 9527 1082 EQUIPMENT LEASES 18029 4749 12678 602 OTHER 17013 6224 10209 580 44884 33869 8518 2497 633677 419742 176692 37243 26292 21685 36845 0 57670 5000 15000 0 9533 3237 44499 44499 49572 0 194912 29922 29670 19762 51975 32779 17640 11150 99285 63691 X 40947 -49654 54680 15885 95627 -33769 194912 29922 -129396 0 X 0 0 0 38480 38480 0 6019 6019 0 0 ACCOUNTS PAYABLE ACCRUAL 11150 11150 X PART X, LINE 2: THE ORGANIZATION FOLLOWS STANDARDS WHICH PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITION AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. JUNE 30, 2014 AND 2013, THE ORGANIZATION HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. AND CALIFORNIA EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE 2010 AND 2009, RESPECTIVELY. NETHERLANDS 0 0 PROGRAM SERVICES PARTICIPATED IN THE AQUATECH AMSTERDAM 2013 INTERNATIONAL BUYERS MEETING. 19238 0 0 0 0 0 0 19238 0 19238 0 0 0 0 0 0 PART I, LINE 2: GRANT FUNDS RECEIVED FROM THE COUNTY OF SAN DIEGO WERE SPENT ONLY ON THE PURPOSE STATED IN THE GRANT AGREEMENT BETWEEN THE COUNTY OF SAN DIEGO AND WTCSD. THE RELATED EXPENSES INCURRED WERE RECORDED IN WTCSD FINANCIAL SYSTEM AND PROPER DOCUMENTATION PROCEDURES WERE FOLLOWED FOR SUBMISSION ON A TIMELY BASIS OF GRANT EXPENDITURES TO THE COUNTY OF SAN DIEGO. PART I, LINE 3: THE ACCRUAL METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR ALL EXPENDITURES. PART I, LINE 3, COLUMN (E): AQUATECH AMSTERDAM TRADE MISSION: WTCSD LED A TRADE MISSION TO AMSTERDAM THAT TOOK PLACE NOVEMBER 5-8, 2013, TO PROMOTE WATER TECHNOLOGIES AND EXPLORE BUSINESS OPPORTUNITIES WITHIN THE INTERNATIONAL WATER INDUSTRY. MORE THAN 800 EXHIBITORS WERE ABLE TO SHOWCASE THEIR PRODUCTS AND SERVICES TO NEARLY 21,500 VISITORS, INCLUDING BUYERS FROM NORTH AFRICA AND THE MIDDLE EAST. COMPUTER EQUIPMENT 2014-02-28 50 MARKET RESALE VALUE 605228872 MATT CONFER 2427 MADISON AVE SAN DIEGO CA 92116 INDIVIDUAL COMPUTER EQUIPMENT 2014-02-28 50 MARKET RESALE VALUE 624666090 JACQUELYN PARKER 2427 MADISON AVE SAN DIEGO CA 92116 INDIVIDUAL COMPUTER EQUIPMENT 2014-02-28 200 MARKET RESALE VALUE 523962131 HUGH CONSTANT 2427 MADISON AVE SAN DIEGO CA 92116 INDIVIDUAL FURNITURE 2014-02-28 50 MARKET RESALE VALUE 572713079 REY LONTOK 2427 MADISON AVE SAN DIEGO CA 92116 INDIVIDUAL FURNITURE AND COMPUTER EQUIPMENT 2014-02-28 1000 MARKET RESALE VALUE 570620161 ROSS LOPEZ 2427 MADISON AVE SAN DIEGO CA 92116 INDIVIDUAL FURNITURE 2014-02-28 1380 MARKET RESALE VALUE 953056976 KEN PORTER AUCTIONSLIQUIDATOR 21140 S AVALON BLVD CARSON CA 90745 CORPORATION COMPUTER EQUIPMENT 2014-02-28 195 MARKET RESALE VALUE 330708100 CADE & COMPANY 169 SAXONY ROAD SUITE 111 ENCINITAS CA 92024 LIMITED LIABILITY COMPANY FURNITURE 2014-02-28 340 MARKET RESALE VALUE 204396704 WIND TUNNELSDASTC 3050 PACIFIC HIGHWAY SAN DIEGO CA 92101 CORPORATION FURNITURE AND COMPUTER EQUIPMENT 2014-02-28 0 NOT APPLICABLE NONE NOT APPLICABLE NOT APPLICABLE VARIOUS OC 00000 0 0 0 0 FORM 990, PART I, LINE 6: WTCSD HAS AN INTERNSHIP PROGRAM FOCUSED ON TRAINING AND EDUCATION OF A DIVERSE GROUP, PRIMARILY MADE UP OF STUDENTS. THE PROGRAM PROVIDES PARTICIPANTS WITH A GREAT REFERENCE THAT IS RECOGNIZED WORLDWIDE, NETWORKING AND JOB OPPORTUNITIES, EXPERIENCE IN A CULTURALLY DIVERSE BUSINESS ENVIRONMENT, AND SCHOOL CREDIT. FORM 990, PART III, LINE 3 THE WORLD TRADE CENTER SAN DIEGO HAS REPOSITIONED AS OF FEBRUARY 13, 2014. THE ORGANIZATION HAS MOVED TO SAN DIEGO STATE UNIVERSITY WHERE IT IS HOSTED BY THE CENTER FOR INTERNATIONAL BUSINESS EDUCATION AND RESEARCH (CIBER). FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS AND LICENSE HOLDERS AS FOLLOWS: 40% SDCRAA 40% PORT OF SD 20% CITY OF SD FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER TOGETHER WITH THE CHAIRMAN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE REVIEWED WHEN A CONFLICT ARISES OR IS IDENTIFIED AND THE APPROPRIATE PERSONS DO NOT PARTICIPATE IN DECISION MAKING OR VOTING IN AREAS WHERE THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO AND KEY EMPLOYEES SALARY INCREASE OR PAY CUT MUST BE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE BEFORE PROCESSING PAYROLL ON ANY GIVEN PERIOD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 63,918. MANAGEMENT AND GENERAL EXPENSES 35,723. FUNDRAISING EXPENSES 2,901. TOTAL EXPENSES 102,542. WORLD TRADE INSTITUTE 2427 MADISON AVE SAN DIEGO CA 92116 330742583 TRAINING CA 501(C)(3) LINE 9 WTI BOARD OF DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0