2020-09-01T13:36:59-05:00 2019-12-31 941668792 PETRINOVICH PUGH & COMPANY LLP 333 WEST SANTA CLARA ST 800 SAN JOSE CA 951131716 990 2019-01-01 471379810 MONTEREY BAY ECONOMIC PARTNERSHIP INC MONT 8319152806 3180 IMJIN RD NO 102 MARINA CA 93933 KATE ROBERTS PRESIDENT 8319152806 2020-09-01 1 DAVID DOOLIN P00768562 4082877911 50.236.90.6 2020-09-01 11:36:53 PD P 8CD9C89B9F0D207A6F23E85C4DA2B44E9ED76611 C3B4CCE9B9D5A516C205FF06A74459A485CD49CE 2019 2021-01-29 14:40:06Z KATE ROBERTS 3180 IMJIN RD NO 102 MARINA CA 93933 1038798 0 X HTTP://WWW.MBEP.BIZ/ X 2014 CA TO IMPROVE THE ECONOMIC HEALTH AND QUALITY OF LIFE IN THE MONTEREY BAY REGION. 16 16 12 30 0 0 1105416 414610 554754 620319 3497 3869 0 0 1663667 1038798 0 0 0 0 520772 857558 0 0 0 428803 343701 949575 1201259 714092 -162461 1995607 1778027 57006 1887 1938601 1776140 X TO IMPROVE THE ECONOMIC HEALTH AND QUALITY OF LIFE IN THE MONTEREY BAY REGION. 0 0 911912 446500 OUR MISSION IS TO CREATE A THRIVING REGION IN THE MONTEREY BAY AREA, WITH QUALITY JOBS, EXCELLENT EDUCATION AND HEALTH CARE, WHILE PRESERVING THE NATURAL BEAUTY AND HEALTHY LIFESTYLE WE ALL SHARE. WE FOCUS ON ENSURING THE AVAILABILITY OF SAFE AND AFFORDABLE HOUSING FOR OUR RESIDENTS. WE ARE ALSO DEDICATED TO IMPROVING THE QUALITY OF LIFE THROUGH TRANSPORTATION SOLUTIONS, WHICH IMPROVE THE WAY WE MOVE WITHIN AND BETWEEN OUR CITIES. A THIRD INITIATIVE FOCUSES ON BUILDING MOMENTUM TO HELP LOCAL BUSINESSES HIRE LOCAL TALENT AND PROVIDING RESOURCES TO ENABLE RESIDENTS TO MAKE A LIVING WAGE. ADDITIONALLY WE WORK ON WAYS TO ENCOURAGE A THRIVING TECH ECOSYSTEM, WITH PARTICULAR EMPHASIS ON SPREADING HIGH-SPEED INTERNET THROUGHOUT THE REGION. IN 2019 MBEP LAUNCHED AN INITIATIVE TO ADDRESS CLIMATE CHANGE, AN ISSUE INTERWOVEN WITH EVERY OTHER ITEM ON OUR AGENDA TO DATE. 123237 173819 THE MONTEREY BAY ECONOMIC PARTNERSHIP (MBEP) HOSTS 2 REGIONAL EVENTS EACH YEAR: THE STATE OF THE REGION, AND A REGIONAL ECONOMIC SUMMIT. THESE ALL-DAY EVENTS HIGHLIGHT EXCITING AND INNOVATIVE COLLABORATIVE EFFORTS THAT ARE TRANSFORMING THE MONTEREY BAY REGIONAL ECONOMY. THE ECONOMIC SUMMIT IS A SHOWCASE OF ORGANIZATIONS MAKING A POSITIVE IMPACT IN THE REGION'S ECONOMY. THE STATE OF THE REGION DELVES INTO ISSUES THAT UNDERPIN THE REGION'S VITALITY SUCH AS EDUCATION, HOUSING, INFRASTRUCTURE AND PUBLIC SAFETY. 1035149 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 12 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KELLEY SEDORYK 8313930963 PO BOX 2542 MONTEREY CA 93942 MARY ANN LEFFEL SECRETARY 1.00 X 0 0 0 BUD COLLIGAN DIRECTOR 1.00 X 0 0 0 RAY CORPUZ DIRECTOR 1.00 X 0 0 0 LARRY DEGHETALDI DIRECTOR 1.00 X 0 0 0 GARY GRIGGS DIRECTOR 1.00 X 0 0 0 EDUARDO OCHOA CHAIR 2.00 X X 0 0 0 GEORGE OW JR DIRECTOR 1.00 X 0 0 0 NINA SIMON DIRECTOR 1.00 X 0 0 0 BRUCE TAYLOR DIRECTOR 1.00 X 0 0 0 NANNETTE MICKIEWICZ DIRECTOR 1.00 X 0 0 0 GEORGE BLUMENTHAL DIRECTOR 1.00 X 0 0 0 ED DURKEE DIRECTOR 1.00 X 0 0 0 SHANTANU SARKAR DIRECTOR 1.00 X 0 0 0 CARRIE BIRKHOFER SECRETARY 2.00 X X 0 0 0 RENE MENDEZ CO-CHAIR 1.00 X 0 0 0 ROSA VIVIAN FERNANDEZ DIRECTOR 1.00 X 0 0 0 MARCI DAVIS DIRECTOR 1.00 X 0 0 0 RICK RUSSO DIRECTOR 1.00 X 0 0 0 DAVID HEALD TREASURER 2.00 X X 0 0 0 MATT HUFFAKER VICE CHAIR 2.00 X X 0 0 0 CARLOS PALACIOS DIRECTOR 1.00 X 0 0 0 JOE BURTON DIRECTOR 1.00 X 0 0 0 MICHAEL MCHATTEN DIRECTOR 1.00 X 0 0 0 SANDI EASON DIRECTOR 1.00 X 0 0 0 CYNTHIA LARIVE DIRECTOR 1.00 X 0 0 0 CHARLES MCKEE DIRECTOR 1.00 X 0 0 0 JOE BURTON DIRECTOR 1.00 X 0 0 0 KATE ROBERTS PRESIDENT 40.00 X 133308 0 12253 133308 0 12253 1 0 0 0 0 414610 414610 MEMBERSHIP DUES AND AS 611430 446500 446500 EVENTS 611430 173819 173819 620319 3869 3869 1038798 620319 0 3869 145561 116449 29112 615555 541688 73867 35870 31566 4304 60572 53303 7269 12130 12130 23295 23295 14796 14796 1402 1402 33980 29902 4078 20996 18476 2520 8887 7821 1066 3279 3279 7551 7551 EVENT EXPENSES 123237 123237 PROJECT EXPENSES 71997 71997 SOFTWARE & ONLINE SUBSC 8183 8183 MISCELLANEOUS 3327 3327 10641 2619 8022 1201259 1035149 166110 0 331895 215177 1510979 1438803 66500 50500 17824 10350 10144 7474 71089 61073 5000 5000 1995607 1778027 57006 1887 57006 1887 X 1938601 1776140 1938601 1776140 1995607 1778027 -162461 0 X 0 0 0 X 334682 585446 1099990 1105416 414610 3540144 334682 585446 1099990 1105416 414610 3540144 607105 2933039 9 21 685 3497 3869 8081 3548225 1993267 0.82660 0.84380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17824 10350 7474 7474 FORM 990, PART VI, SECTION B, LINE 11B MONTEREY BAY ECONOMIC PARTNERSHIP'S TAX ACCOUNTANT PROVIDES THE FORM 990 TO THE CEO. THE CEO THEN FORWARDS TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. BOARD OF TRUSTEES FORWARDS THEIR QUESTIONS, IF ANY, TO THE CEO. THE CEO OR THE TAX ACCOUNTANT ADDRESSES THE QUESTIONS FROM THE BOARD. AFTER ALL QUESTIONS ARE ADDRESSED, THE TAX ACCOUNTANT FILES THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BOARD, OFFICERS AND KEY EMPLOYEES MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE CFO TO DETERMINE WHETHER A CONFLICT EXISTS. ALL CONFLICTS AND POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS SALARY, BENEFITS AND BONUS STRUCTURE. THE COMMITTEE THEN MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS FINAL APPROVAL FOR THE PAYMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.