2017-08-03T15:56:53-05:00 2016-12-31 941668792 PETRINOVICH PUGH & COMPANY LLP 333 WEST SANTA CLARA ST 830 SAN JOSE CA 951131716 990 2016-01-01 471379810 MONTEREY BAY ECONOMIC PARTNERSHIP INC MONT 8319152806 3180 IMJIN RD SUITE 104B MARINA CA 93933 KATE ROBERTS PRESIDENT 8319152806 2017-08-03 1 DAVID DOOLIN P00768562 4082877911 24.104.74.178 2017-08-03 13:56:43 PD P C323158FCC89FA868BF7DFAECDCE9C8FEA88D346 A211C5FA848ED55FA4FA0512A91882B0754148F3 2016 2021-01-29 14:40:06Z KATE ROBERTS 3180 IMJIN RD STE 104B MARINA CA 93933 732011 0 X HTTP://WWW.MBEP.BIZ/ X 2014 CA TO IMPROVE THE ECONOMIC HEALTH AND QUALITY OF LIFE IN THE MONTEREY BAY REGION. 20 0 6 3 0 0 187326 50000 234642 681990 9 21 -60944 0 361033 732011 0 0 0 0 157983 289017 0 0 0 86795 291635 244778 580652 116255 151359 149450 299990 3195 2376 146255 297614 TO IMPROVE THE ECONOMIC HEALTH AND QUALITY OF LIFE IN THE MONTEREY BAY REGION. 0 0 406565 535446 A STRONG WORKFORCE IS A VITAL PART OF A SUSTAINABLE AND PROSPEROUS ECONOMY. MBEP'S WORKFORCE DEVELOPMENT INITIATIVE SEEKS TO CREATE POSITIVE CHANGE THROUGH COLLABORATIVE APPROACHES THAT BRING NEW RESOURCES TO THE REGION, AMPLIFY THE IMPACT OF BEST PRACTICES, ASSIST WITH START-UPS AND EXPANDING COMPANIES, AND HELP ALIGN EDUCATION WITH JOB SECTORS. REGIONS ALSO ARE GROWING THROUGH THE DEVELOPMENT OF A VIBRANT TECHNOLOGY SCENE. MBEP'S TECH ECOSYSTEM INITIATIVE SUPPORTS THE GROWTH OF A SUSTAINABLE TECH SCENE IN THE MONTEREY BAY AREA THROUGH ENCOURAGING THE SPREAD OF BROADBAND, SUPPORTING LOCAL COMPANIES TO GET ACCESS TO CAPITAL, ENCOURAGING EDUCATIONAL INSTITUTIONS IN THEIR DEVELOPMENT OF TECH TRAINING AND CURRICULUM, AND PROMOTING CO-WORKING SPACES AND ACCELERATOR PROGRAMS. WE BELIEVE THAT A ROBUST QUALITY OF LIFE IS IMPORTANT FOR ALL OF OUR RESIDENTS. ONE IMPORTANT STEP TO ACHIEVE OUR MISSION IS ENSURING THE AVAILABILITY OF SAFE AND AFFORDABLE HOUSING. MBEP'S HOUSING INITIATIVE WAS LAUNCHED IN 2016 TO SUPPORT AN INCREASE IN THE SUPPLY OF ALL HOUSING IN THE MONTEREY BAY REGION. 81163 146544 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. 487728 1 1 0 0 0 0 0 0 0 0 1 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 1 19 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 0 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 RAY CORPUZ DIRECTOR 2.00 X 0 0 0 LARRY DEGHETALDI DIRECTOR 2.00 X 0 0 0 GARY GRIGGS DIRECTOR 2.00 X 0 0 0 EDUARDO OCHOA DIRECTOR 2.00 X 0 0 0 GEORGE OW JR DIRECTOR 2.00 X 0 0 0 NINA SIMON DIRECTOR 2.00 X 0 0 0 BRAD VAN DAM DIRECTOR 2.00 X 0 0 0 BRUCE TAYLOR DIRECTOR 2.00 X 0 0 0 NANNETTE MICKIEWICZ DIRECTOR 2.00 X 0 0 0 GEORGE BLUMENTHAL DIRECTOR 2.00 X 0 0 0 ED DURKEE DIRECTOR 2.00 X 0 0 0 CHARLES MONTOYA DIRECTOR 2.00 X 0 0 0 LORRI KOSTER DIRECTOR 2.00 X 0 0 0 KEN KANNAPPAN DIRECTOR 2.00 X 0 0 0 CARRIE BIRKHOFER DIRECTOR 2.00 X 0 0 0 RENE MENDEZ CO-CHAIR 2.00 X 0 0 0 KATE ROBERTS PRESIDENT 40.00 X 115000 0 0 MARY ANN LEFFEL SECRETARY 20.00 X 0 0 0 BUD COLLIGAN CO-CHAIR 20.00 X 0 0 0 BARBARA THOMPSON TREASURER 2.00 X 0 0 0 115000 0 0 0 0 0 0 0 50000 50000 MEMBERSHIP DUES AND AS 611430 388000 388000 PROJECT INCOME 611430 147446 147446 EVENTS 611430 146544 146544 681990 21 21 732011 681990 0 21 257400 226512 30888 12727 11200 1527 18890 16623 2267 8670 8670 22072 19423 2649 9271 8158 1113 6675 6675 2025 2025 6188 6188 PROJECT EXPENSES 81544 81544 EVENTS 81163 81163 INDEPENDENT CONTRACTORS 43105 43105 WEBSITE 11974 11974 18948 18948 580652 487728 92924 0 111571 250118 30423 35358 12220 2706 7456 9514 0 5000 149450 299990 1558 3195 818 3195 2376 X 146255 297614 146255 297614 149450 299990 151359 0 X 0 0 0 X 334682 585446 920128 87326 146544 233870 422008 731990 1153998 0 0 0 1153998 9 21 30 9 21 30 422017 732011 1154028 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12220 2706 9514 9514 PAYROLL LIABILITIES 818 818 FORM 990, PART VI, SECTION B, LINE 11B MONTEREY BAY ECONOMIC PARTNERSHIP'S TAX ACCOUNTANT PROVIDED THE FORM 990 TO THE CEO. THE CEO THEN FORWARDED IT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. BOARD TRUSTEES FORWARDED THEIR QUESTIONS, IF ANY, TO THE CEO. THE CEO OR THE TAX ACCOUNTANT ADDRESSED THE QUESTIONS FROM THE BOARD. AFTER ALL QUESTIONS WERE ADDRESSED, THE TAX ACCOUNTANT FILED 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.