2026-03-28T08:09:37-05:00 2025-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-07-01 951812810 SAN DIEGO CONVENTION AND TOURIST BUREAU SAND 6195572848 750 B ST STE 1500 SAN DIEGO CA 92101 RICHARD MEZA CFO 6192323101 2026-03-24 1 1 KRISTEN M BASS P01247587 6022646835 2026-03-24 2024 2025-03-06 01:10:19Z SAN DIEGO TOURISM AUTHORITY DANIEL KUPERSCHMID 750 B ST STE 1500 SAN DIEGO CA 92101 54233449 0 X WWW.SANDIEGO.ORG X 1954 CA TO DRIVE VISITOR DEMAND TO ECONOMICALLY BENEFIT THE SAN DIEGO REGION. 19 19 81 19 0 0 51619078 47474390 6756251 6561084 2226 26551 156918 171424 58534473 54233449 0 0 0 0 11185909 11449390 0 0 0 47005016 41788535 58190925 53237925 343548 995524 19014220 17479910 15894945 13365111 3119275 4114799 TO DRIVE VISITOR DEMAND TO ECONOMICALLY BENEFIT THE SAN DIEGO REGION. 0 0 NATIONAL AND INTERNATIONAL MARKETING PROGRAMS AND ONLINE MARKETING STRATEGIES GENERATED OVER 39.5 MILLION AUDIENCE ENGAGEMENTS THROUGH THE ORGANIZATION'S WEBSITE (SANDIEGO.ORG) AND SOCIAL MEDIA CHANNELS, AND OVER 2.3 BLLION OVERALL ADVERISING IMPRESSIONS. THE SALES TEAM DEDICATED TO CONVENTION CENTER EVENTS BOOKED FUTURE CONVENTIONS AT THE SAN DIEGO CONVENTION CENTER THAT ARE EXPECTED TO GENERATE 811,668 ROOM NIGHTS FOR HOTELS IN SAN DIEGO. THE HOTEL MEETINGS DIRECT SALES TEAM GENERATED 491,539 DEFINITE ROOM NIGHT BOOKINGS FROM MEETINGS BOOKED FROM THEIR EFFORTS DIRECTLY INTO SAN DIEGO HOTELS. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 52 0 1 81 1 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 0 1 0 1 1 1 1 0 0 CA X RICHARD MEZA CFO 6192323101 750 B ST STE 1500 SAN DIEGO CA 92101 JULIE COKER PRESIDENT & CEO (THRU 11/30/24) 40.00 X 653556 0 36208 KERRI KAPICH CHIEF OPERATING OFFICER 40.00 X 410364 0 30442 KAVIN SCHIEFERDECKER CHIEF SALES OFFICER 40.00 X 409382 0 13604 RICHARD MEZA VP & CHIEF FINANCIAL OFFICER 40.00 X 301272 0 26725 ALTHEA SALAS VP OF HUMAN RESOURCES (THRU 1/15/25) 40.00 X 252891 0 49274 BRIAN HILEMON SR DIRECTOR PARTNERSHIPS 40.00 X 191559 0 37678 ANGELA RANALLI SR NATIONAL SALES DIRECTOR 40.00 X 260430 0 33003 KIM BORNEMAN NATIONAL SALES DIRECTOR 40.00 X 228054 0 10259 ANA LETICIA LAW VP SALES 40.00 X 223018 0 48848 DANIEL KUPERSCHMID PRESIDENT & CEO (STARTED 3/19/25) 40.00 X 0 0 0 SHAWN DIXON CHAIR 4.00 X X 0 0 0 ANNIE FITZGERALD VICE CHAIR 3.00 X X 0 0 0 LYDIA BARTELL TREASURER 3.00 X X 0 0 0 JAMIE LEMON SECRETARY 3.00 X X 0 0 0 SAM ATTISHA DIRECTOR (STARTED 7/1/24) 2.00 X 0 0 0 JODY BLACKINTON DIRECTOR 2.00 X 0 0 0 TRACY BORKUM DIRECTOR 2.00 X 0 0 0 ILSA BUTLER DIRECTOR (STARTED 9/1/24) 2.00 X 0 0 0 BRENDEN CARLIN DIRECTOR (THRU 1/31/25) 2.00 X 0 0 0 MARTHA GILMER DIRECTOR 2.00 X 0 0 0 MARTY GORSICH DIRECTOR 2.00 X 0 0 0 ERIC JENKINS DIRECTOR 2.00 X 0 0 0 TODD MCANINCH DIRECTOR 2.00 X 0 0 0 CECILIA MENEZES DIRECTOR 2.00 X 0 0 0 MICHELLE METER DIRECTOR 2.00 X 0 0 0 KAZEEM OMIDIJI DIRECTOR 2.00 X 0 0 0 DENA ROADY DIRECTOR (STARTED 3/1/25) 2.00 X 0 0 0 SHAUN ROBINSON DIRECTOR (STARTED 7/1/24) 2.00 X 0 0 0 TOM TABLER DIRECTOR (THRU 5/10/25) 2.00 X 0 0 0 TONY YOUNG DIRECTOR 2.00 X 0 0 0 HANNA ZAHRAN DIRECTOR (STARTED 7/1/24) 2.00 X 0 0 0 2930526 0 286041 9 0 1 0 THE SHIPYARD LLC 580 N 4TH ST SUITE 500 COLUMBUS OH 43215 ADVERTISING AGENCY 2940000 MILES PARTNERSHIP 404 SOUTH UPHAM STREET LAKEWOOD CO 80226 WEBSITE DESIGN & DEVELOPMENT 698900 DESTINATION ANALYSTS 2855 JACKSON ST SUITE 302 SAN FRANCISCO CA 94115 INDUSTRY LEAD SOURCING 296000 GES GLOBAL EXPERIENCE SPECIALISTS 7000 LINDELL ROAD LAS VEGAS NV 89118 TRADESHOW SERVICES 226725 OMNITRAK GROUP 900 FORT STREET MALL SUITE 1718 HONOLULU HI 96813 INDUSTRY RESEARCH 217330 18 334737 47139653 47474390 SERVICE AGREEMENTS 561439 3239135 3239135 MEMBERSHIP DUES 541800 1409239 1409239 ADVERTISING SALES 541800 971620 971620 MEMBERSHIP EVENTS 713990 768910 768910 MEMBERSHIP SUPPORT 541800 116250 116250 55930 55930 6561084 26551 26551 PENSION BENEFIT INC 900099 160357 160357 MISCELLANEOUS 900099 11067 11067 171424 54233449 6561084 0 197975 1881553 7512035 286178 1127647 641977 10176 71585 5000 5166370 30660492 237310 279414 703896 930889 2156776 937 135195 72837 MARKET RESEARCH 691769 DUES & SUBCRIPTIONS 361767 BANK/CREDIT CARD FEES 113428 PRINTING & PUBLICATIONS 90304 100390 53237925 816633 2309767 7715 2433835 15766904 10957880 202014 297943 893480 769457 251489 124023 1969465 1356462 19014220 17479910 13803113 12143400 184652 310703 53987 20354 1853193 890654 15894945 13365111 X 3119275 4114799 3119275 4114799 19014220 17479910 995524 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000 5000 5000 0 CALTRAVEL PAC 1123 11TH STREET SUITE 223 SACRAMENTO CA 95814 943169527 5000 0 0 0 1409239 5000 5000 5000 PART I-A, LINE 1: FUNDS CONTRIBUTED TO CALTRAVEL PAC WERE USED BY THE BIPARTISAN POLITICAL ACTION COMMITTEE TO SUPPORT STATE OFFICEHOLDERS, CANDIDATES, AND COMMITTEES WHO SUPPORT AND BENEFIT THE CALIFORNIA TRAVEL AND TOURISM INDUSTRY. INVESTING IN CALTRAVEL PAC PROVIDES AN AVENUE FOR TRAVEL AND TOURISM PROFESSIONALS TO POOL THEIR RESOURCES TO HAVE A GREATER IMPACT ON LEGISLATIVE CAMPAIGNS. AFTER THE IMPOSITION OF VARIOUS COVID TRAVEL RESTRICTIONS AND POLICIES BY THE STATE, THE CAL TRAVEL PAC WAS AN INTEGRAL AND IMPORTANT VOICE IN HELPING TO GUIDE THE STATE THROUGH THE REOPENING PROCESS AND ITS VARIOUS POLICY DECISIONS IN A WAY THAT WAS LESS DETRIMENTAL TO THE TRAVEL INDUSTRY AND FOR THE BENEFIT OF TRAVEL RELIANT DESTINATIONS WITHIN THE STATE. 414126 323172 90954 479354 446285 33069 124023 PENSION BENEFIT ASSET 701622 RIGHT OF USE ASSET 654840 1356462 LEASE LIABILITY - OPERATING LEASE 890654 890654 X 54073092 0 54073092 160357 160357 54233449 53237925 0 53237925 0 53237925 PART X, LINE 2: SDTA IS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND SECTION 23701(E) OF THE REVENUE AND TAXATION CODE. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME ("UBTI") WOULD BE TAXABLE. SDTA EVALUATES THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT JUNE 30, 2025, MANAGEMENT BELIEVES SDTA DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. AT JUNE 30, 2025, THE FEDERAL STATUTE OF LIMITATION REMAINS OPEN FOR THE FISCAL YEARS 2022 THROUGH 2024. THE STATUTE OF LIMITATIONS FOR THE STATE INCOME TAX RETURNS REMAINS OPEN FOR THE FISCAL YEARS 2022 THROUGH 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: DEFINED BENEFIT PLAN NET PERIODIC BENEFIT INCOME 160,357. X X X 0 0 0 JULIE COKER PRESIDENT & CEO (THRU 11/30/24) 499134 0 144560 0 9862 0 13800 0 22408 0 689764 0 0 0 KERRI KAPICH CHIEF OPERATING OFFICER 339795 0 67627 0 2942 0 13800 0 16642 0 440806 0 0 0 KAVIN SCHIEFERDECKER CHIEF SALES OFFICER 326860 0 80290 0 2232 0 13559 0 45 0 422986 0 0 0 RICHARD MEZA VP & CHIEF FINANCIAL OFFICER 247369 0 49367 0 4536 0 12133 0 14592 0 327997 0 0 0 ALTHEA SALAS VP OF HUMAN RESOURCES (THRU 1/15/25) 206561 0 44128 0 2202 0 10797 0 38477 0 302165 0 0 0 BRIAN HILEMON SR DIRECTOR PARTNERSHIPS 172261 0 17826 0 1472 0 8038 0 29640 0 229237 0 0 0 ANGELA RANALLI SR NATIONAL SALES DIRECTOR 198361 0 59644 0 2425 0 10631 0 22372 0 293433 0 0 0 KIM BORNEMAN NATIONAL SALES DIRECTOR 174466 0 51739 0 1849 0 9141 0 1118 0 238313 0 0 0 ANA LETICIA LAW VP SALES 196019 0 24974 0 2025 0 8833 0 40015 0 271866 0 0 0 PART I, LINE 7 BONUSES ARE EARNED WHEN MEETING ORGANIZATIONAL GOALS AND ARE APPROVED BY MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 6 ALL PERSONS AND ORGANIZATIONS INTERESTED IN THE PURPOSE AND OBJECTIVES OF THE SDTA SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE SDTA UPON PAYMENT OF DUES AND APPROVAL BY THE BOARD OF DIRECTORS. PERSONS AND ORGANIZATIONS SHALL BE GRANTED MEMBERSHIP AS PART OF ONE OF TWO CLASSES, GENERAL MEMBERSHIP AND SPECIAL MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER MAY VOTE ON THE ELECTION OF THE BOARD OF DIRECTORS. THE NOMINATION OF THE SLATE OF POTENTIAL BOARD MEMBERS IS PROPOSED BY THE NOMINATION COMMITTEE OF THE BOARD OF DIRECTORS OR BY PETITION OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE DECISIONS OF THE ORGANIZATION RESERVED TO MEMBERS INCLUDE APPROVAL, AMENDMENT OR REPEAL OF THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED IN DETAIL BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY MATERIAL DIFFERENCES BETWEEN THE AUDITED RESULTS AND THE FORM 990 ARE BROUGHT TO THE ATTENTION OF THE CEO AND THE FINANCE COMMITTEE. THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE FINANCE COMMITTEE WITH THE ORGANIZATION'S MANAGEMENT STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED IN DETAIL BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY MATERIAL DIFFERENCES BETWEEN THE AUDITED RESULTS AND THE FORM 990 ARE BROUGHT TO THE ATTENTION OF THE CEO AND THE FINANCE COMMITTEE. THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE FINANCE COMMITTEE WITH THE ORGANIZATION'S MANAGEMENT STAFF. FORM 990, PART VI, SECTION B, LINE 12C THE PROCESS FOR RESOLVING CONFLICTS OF INTEREST IS AS FOLLOWS: A "SELF-DEALING CONTRACT" IS ANY CONTRACT OR TRANSACTION (I) BETWEEN THE SDTA AND ONE OR MORE OF ITS DIRECTORS, OR BETWEEN THE SDTA AND ANY CORPORATION, FIRM, OR ASSOCIATION IN WHICH ONE OR MORE OF THE DIRECTORS HAS A MATERIAL FINANCIAL INTEREST, OR (II) BETWEEN THE SDTA AND A CORPORATION, FIRM, OR ASSOCIATION OF WHICH ONE OR MORE OF ITS DIRECTORS ARE DIRECTORS OF THE SDTA. PURSUANT TO SECTION 7233 OF THE CALIFORNIA NONPROFIT CORPORATION LAW, NO SELF-DEALING CONTRACT SHALL BE VOID OR VOIDABLE BECAUSE SUCH DIRECTOR(S) OR CORPORATION, FIRM OR ASSOCIATION ARE PARTIES OR BECAUSE SUCH DIRECTOR(S) ARE PRESENT AT THE MEETING OF THE BOARD OR COMMITTEE WHICH AUTHORIZES, APPROVES, OR RATIFIES THE SELF-DEALING CONTRACT IF: ALL MATERIAL FACTS ARE FULLY DISCLOSED TO OR OTHERWISE KNOWN BY THE MEMBERS, AND THE SELF-DEALING CONTRACT IS APPROVED BY THE MEMBERS IN GOOD FAITH (WITHOUT INCLUDING THE VOTE OF ANY MEMBERSHIP OWNED BY SUCH INTERESTED DIRECTOR(S)); OR ALL MATERIAL FACTS ARE FULLY DISCLOSED TO OR OTHERWISE KNOWN BY THE BOARD OF DIRECTORS, AND THE BOARD OF DIRECTORS AUTHORIZES, APPROVES, OR RATIFIES THE SELF-DEALING CONTRACT IN GOOD FAITH (WITHOUT COUNTING THE VOTE OF THE INTERESTED DIRECTOR(S)), AND, IN THE CASE OF A SELF-DEALING CONTRACT AS DESCRIBED ABOVE, THE BOARD OF DIRECTORS FINDS AND RESOLVES THAT THE CONTRACT IS JUST AND REASONABLE AT THE TIME IT IS AUTHORIZED, APPROVED, OR RATIFIED; OR THE PERSON ASSERTING THE VALIDITY OF THE SELFDEALING CONTRACT SUSTAINS THE BURDEN OF PROVING THAT THE SELF-DEALING CONTRACT WAS JUST AND REASONABLE AS TO THE SDTA AT THE TIME IT WAS AUTHORIZED OR RATIFIED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS DETERMINED BY THE BOARD'S COMPENSATION COMMITTEE AND RATIFIED BY A VOTE OF THE FULL BOARD OF DIRECTORS. THE COMMITTEE MEETS TO DISCUSS AND AGREE ON THE LEVEL OF COMPENSATION TO BE OFFERED AND PAID TO THE CEO EACH YEAR. OUTSIDE CONSULTANTS WITH KNOWLEDGE OF THE EMPLOYMENT MARKET ARE OCCASIONALLY CONSULTED DURING THE COMPENSATION COMMITTEE'S REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BYLAWS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AN EMAIL LINK IS POSTED ON THE ORGANIZATION'S WEBSITE TO FACILITATE REQUESTS FOR INFORMATION.