2026-08-26T12:56:46-05:00 2025-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2025-01-01 953699122 LEAD SAN DIEGO INC LEAD 6195441300 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 CHRISTOPHER CATE PRESIDENT & CEO 6195441300 2026-08-21 1 MATTHEW C LARSON P01431105 8585871000 2025 2025-03-06 01:10:19Z CHRISTOPHER CATE 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 865843 0 X HTTPS://SDCHAMBER.ORG/LEAD/ X 1981 CA 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. 32 31 0 32 0 0 305238 410609 438308 400088 56331 52967 -98581 -99314 701296 764350 0 0 0 0 404321 407050 0 0 0 166156 144231 570477 551281 130819 213069 1265229 1462657 273181 257540 992048 1205117 X 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. 0 0 551281 402267 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. 551281 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X JUANICE RICANOR 6195441374 402 WEST BROADWAY SUITE 1000 SAN DIEGO CA 92101 NANCY ROHLAND-HEINRICH CHAIR 1.50 X X 0 0 0 JASON PAGUIO IMMEDIATE PAST CHAIR 1.50 X 0 0 0 TAMARA CRAVER DIRECTOR 1.50 X 0 0 0 DAVID GLANZER DIRECTOR 1.50 X 0 0 0 DENNIS KECK DIRECTOR 1.50 X 0 0 0 MONIQUE RODRIGUEZ DIRECTOR 1.50 X 0 0 0 KERRI VERBEKE KAPICH DIRECTOR 1.50 X 0 0 0 TONYA L TOROSIAN DIRECTOR 1.50 X 0 0 0 ADOLFO VENTURA DIRECTOR 1.50 X 0 0 0 SHANA WILSON DIRECTOR 1.50 X 0 0 0 KEN BARNES DIRECTOR 1.50 X 0 0 0 ENRIQUE MEZA VICE CHAIR 1.50 X X 0 0 0 VALERIE ATTISHA DIRECTOR 1.50 X 0 0 0 JESSICA BERGER DIRECTOR 1.50 X 0 0 0 MICHAEL BROWN DIRECTOR 1.50 X 0 0 0 LA MONICA EVERETT-HAYNES PHD DIRECTOR 1.50 X 0 0 0 NANDA GRANDISON DIRECTOR 1.50 X 0 0 0 JORDAN HARRISON DIRECTOR 1.50 X 0 0 0 TAMMY HAUGHEY FINANCIAL REPRESENTATIVE 1.50 X 0 0 0 SHELLY HESTER DIRECTOR 1.50 X 0 0 0 KIMBERLEY LAYTON DIRECTOR 1.50 X 0 0 0 NANCY MALDONADO DIRECTOR 1.50 X 0 0 0 KENNETH MOORE DIRECTOR 1.50 X 0 0 0 ELSA MORALES-ROTH DIRECTOR 1.50 X 0 0 0 ADRIANNA O'DONNELL DIRECTOR 1.50 X 0 0 0 ANITA SHAH DIRECTOR 1.50 X 0 0 0 KAZEEM O OMIDIJI DIRECTOR 1.50 X 0 0 0 CHRIS SICHEL DIRECTOR 1.50 X 0 0 0 DANA TOPPEL DIRECTOR 1.50 X 0 0 0 JESUS TORRES DIRECTOR 1.50 X 0 0 0 JIM WOODS DIRECTOR 1.50 X 0 0 0 LEON CLARK DIRECTOR 1.50 X 0 0 0 CHRISTOPHER CATE PRESIDENT & CEO 1.50 38.50 X 0 188250 0 JESSICA ANDERSON EVP & COO 1.50 38.50 X 0 323465 0 0 511715 0 0 0 1 0 0 248625 161984 410609 PROGRAM FEES 900099 400088 400088 400088 52967 52967 0 248625 101493 -101493 -101493 MISCELLANEOUS REVENUE 900099 2179 2179 2179 764350 402267 0 -48526 352498 352498 4000 4000 25089 25089 25463 25463 39004 39004 294 294 37854 37854 2568 2568 297 297 PROGRAM EXPENSES 49575 49575 TELEPHONE 4634 4634 BANKING FEES 3516 3516 DUES & SUBSCRIPTIONS 2713 2713 3776 3776 551281 551281 0 0 1235688 1425689 5193 7141 4235 8231 2739 2739 0 0 20113 21596 1265229 1462657 98591 84883 174590 172657 273181 257540 X 971935 1183522 20113 21595 992048 1205117 1265229 1462657 213069 0 X X 0 1 X 1 0 X 424144 370897 344280 305238 410609 1855168 424144 370897 344280 305238 410609 1855168 1855168 75 11906 47594 56331 52967 168873 2834 1586 1572 2179 8171 2032212 0.91290 0.93380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20115 2430 947 21598 19239 1824 948 20115 18321 1836 918 19239 20817 -1616 880 18321 18562 3084 829 20817 0 0 2739 2739 0 0 X PART X, LINE 2: LEAD SAN DIEGO IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2025 AND 2024. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF OPERATING EXPENSES AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. NO SUCH AMOUNTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. PART V, LINE 4: TO MAINTAIN PURCHASING POWER(REAL VALUE) OF THE ENDOWMENT FUNDS AND DISBURSE 5% ANNUALLY BASED ON MARKET VALUE OVER PREVIOUS 36 MONTHS. IF THE MARKET DECLINES, DISTRIBUTIONS ARE LIMITED TO INCOME RECEIVED SUCH AS INTEREST AND DIVIDENDS. VISIONARY AWARDS 248625 248625 68421 33072 248625 248625 68421 33072 101493 -101493 1 X X X X 0 0 0 0 0 0 0 0 0 JESSICA ANDERSON EVP & COO 0 253743 0 69722 0 0 0 0 0 0 0 323465 0 0 CHRISTOPHER CATE PRESIDENT & CEO 0 188250 0 0 0 0 0 0 0 0 0 188250 0 0 X CLASSROOM SPACE 0 20390 X ADVERTISING 0 15000 X WEBSITE DEVELOPMENT 0 7300 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, DRAFTS OF THE 990 ARE SHARED WITH THE CEO, COO, AND THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C LEAD SAN DIEGO EXPECTS THE PRIMARY INTEREST OF EMPLOYEES AND DIRECTORS TO BE THE INDIVIDUALS LEAD SERVES. A CONFLICT OF INTEREST OCCURS WHEN THE INTERESTS OF AN EMPLOYEE, DIRECTOR OR ANOTHER PARTY ACTUALLY OR POTENTIALLY AFFECT LEAD SAN DIEGO IN A NEGATIVE WAY AS DEFINED IN SECTION 8.9 OF LEAD SAN DIEGO'S BYLAWS. PRIOR TO CONSUMMATING ANY SUCH TRANSACTION, THE INDIVIDUAL MUST OBTAIN APPROVAL BY VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE WITHOUT COUNTING THE VOTE OF THE INDIVIDUAL INVOLVED. IF APPROVAL IS NOT OBTAINED, THE DIRECTOR IN QUESTION MAY BE REQUIRED TO DO SUCH THINGS AN PAY SUCH DAMAGES AS, IN THE DISCRETION OF HTE COURT, WILL PROVIDE AN EQUITABLE AND FAIR REMEDY TO LEAD SAN DIEGO. ALL BOARD MEMBERS AND EMPLOYEES ARE MADE AWARE ON A YEARLY BASIS THAT THESE BY-LAWS ARE IN EFFECT. FORM 990, PART VI, SECTION C, LINE 19 LEAD MAKES ALL DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PREVIOUS YEAR. SAN DIEGO REGIONAL CHAMBER OF COMMERCE 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 951184680 ADVOCATES FOR PUBLIC POLICIES SUPPORTING ECONOMIC GROWTH CA 501(C)(6) N/A N/A 0 SAN DIEGO REGIONAL CHAMBER FOUNDATION 402 WEST BROADWAY 1000 SAN DIEGO CA 92101 263534334 PROVIDES EDUCATION/INFO TO BUSINESSES CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 SAN DIEGO REGIONAL CHAMBER OF COMMERCE O 407049 FMV SAN DIEGO REGIONAL CHAMBER OF COMMERCE P 245726 FMV