2024-11-13T08:06:14-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2023-01-01 860500306 EAST VALLEY PARTNERSHIP INC EAST 4803635033 1 NORTH MACDONALD 212 MESA AZ 85201 JOHN LEWIS PRESIDENT & CEO 4803635033 2024-11-03 1 0 JACQUELINE ECKMAN P01300648 6022662248 2024-10-30 2023 2024-10-15 13:58:12Z PHX EAST VALLEY PARTNERSHIP JOHN LEWIS 1 NORTH MACDONALD 212 MESA AZ 85201 507627 0 X WWW.PHXEASTVALLEY.COM X 1987 AZ TO PROVIDE LEADERSHIP AND SUPPORT, WHICH IMPROVES BUSINESS AND QUALITY OF LIFE IN THE REGION. 89 89 3 240 0 0 0 0 499822 505451 328 2176 500 0 500650 507627 0 0 0 0 293735 305945 0 0 0 212236 214374 505971 520319 -5321 -12692 261954 250771 6363 4229 255591 246542 X THE EAST VALLEY PARTNERSHIP IS A REGIONAL COALITION OF COMMUNITY, BUSINESS, EDUCATIONAL, AND GOVERNMENT LEADERS WHOSE GOAL IS TO PROVIDE LEADERSHIP AND SUPPORT IN SPECIFIC AREAS OF FOCUS, THEREBY IMPROVING BUSINESS AND QUALITY OF LIFE IN THE REGION. 0 0 THE EAST VALLEY PARTNERSHIP CONTINUES TO BE A LEADING VOICE FOR A DIVERSE NUMBER OF BUSINESSES, NON-PROFITS, EDUCATIONAL, AND HEALTH CARE ENTITIES IN THE EASTERN AREA OF MARICOPA COUNTY, ARIZONA. FOR ALMOST 40 YEARS THE PARTNERSHIP HAS SERVED TO EDUCATE AND FOSTER COLLABORATION AMONG INDIVIDUALS, BUSINESSES, GOVERNMENT AND NON-PROFIT ENTITIES COMMITTED TO IMPROVING THE QUALITY OF LIFE IN OUR REGION AND THE STATE OF ARIZONA. OUR ORGANIZATIONAL GOALS ARE ACCOMPLISHED THROUGH SEVERAL MEANS INCLUDING EDUCATIONAL PRESENTATIONS AT OUR BOARD AND STANDING COMMITTEE MEETINGS. WE ALSO ORGANIZE AND CONDUCT FOUR MAJOR EVENTS WHICH SERVE AS EDUCATIONAL AND NETWORKING FORUMS FOR OUR MEMBERS AND THE COMMUNITY AT LARGE. OUR 2023 EVENTS INCLUDED A HYBRID ANNUAL BUSINESS MEETING, THE JANUARY BREAKFAST WITH THE GOVERNOR, A STATESPERSONS' LUNCHEON, AND OUR DECEMBER THOUGHT LEADER FORUM. THESE EVENTS ALL ATTRACT 200-250 PARTICIPANTS AND THE CONTENT IS DIVERSE AND RELEVANT. WE CONTINUE TO RECEIVE VERY POSITIVE FEEDBACK FROM ATTENDEES. ONE OF OUR MAJOR ACTIVITIES IS THE DEVELOPMENT OF A LEGISLATIVE ADVOCACY PROGRAM FOR STATE ISSUES THAT IMPACT THE MEMBERS AND THE EAST VALLEY. WE HAVE ORGANIZED A HIGHLY INCLUSIVE PROCESS TO DEVELOP A LIST OF PRIORITIES AND PROJECTS THAT CAN BE SHARED WITH STATE AND FEDERAL OFFICIALS. ANOTHER IMPORTANT TASK IS THE ONGOING PARTICIPATION OF THE PARTNERSHIP'S STAFF AND BOARD MEMBERS IN A NUMBER OF AD HOC COMMITTEES. THESE COMMITTEES ARE OFTEN CHARGED WITH DEVELOPING SOLUTIONS TO COMPLEX REGIONAL ISSUES SUCH AS INFRASTRUCTURE AND TRANSPORTATION FUNDING. THE PARTNERSHIP CONTINUES TO SERVE THE VITAL ROLE OF ACTIVELY PARTICIPATING AND OCCASIONALLY FACILITATING THESE MEETINGS. TWO ONGOING COMMITTEES OF NOTE ARE THE EAST VALLEY EDUCATION THINK TANK AND THE STATEWIDE TRANSPORTATION PARTNERS COMMITTEE. ANOTHER ONGOING ACTIVITY IS TO PROVIDE UP TO DATE DEMOGRAPHIC INFORMATION ABOUT THE REGION. EACH YEAR, AN ECONOMIC PROFILE DOCUMENT IS PRODUCED THAT CONTAINS DEMOGRAPHIC DATA AND OTHER RELEVANT INFORMATION ABOUT THE REGION. FINALLY, THE PARTNERSHIP HAS A STANDING MARKETING COMMITTEE. WE CONTINUE TO HELP SUPPORT AND COLLABORATE WITH MANY ECONOMIC DEVELOPMENT ORGANIZATIONS AS TO MARKET THE EAST VALLEY REGION TO NEW BUSINESSES THROUGHOUT THE UNITED STATES. 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 3 1 0 0 0 0 0 0 0 0 X 89 89 0 0 1 0 1 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X JESSICA HUBBARD 4805320641 1 NORTH MACDONALD SUITE 212 MESA AZ 85201 ADAM DEGUIRE CHAIR 1.00 X X 0 0 0 DEE BURTON TREASURER 1.00 X X 0 0 0 JIMMY LINDBLOM SECRETARY 1.00 X X 0 0 0 TODD WERNER AT-LARGE 1.00 X X 0 0 0 DAVID ADAME DIRECTOR 1.00 X 0 0 0 LUKE ALM DIRECTOR 1.00 X 0 0 0 JEFF ARNOLD LEFT 131 DIRECTOR 1.00 X 0 0 0 STEPHANIE BALDWIN DIRECTOR 1.00 X 0 0 0 JASON BARNEY DIRECTOR 1.00 X 0 0 0 JOSEPH BARRIENTES LEFT 828 DIRECTOR 1.00 X 0 0 0 BRIDGET BEVILLE DIRECTOR 1.00 X 0 0 0 GORDON BLUTH DIRECTOR 1.00 X 0 0 0 YIRA BRIMAGE DIRECTOR 1.00 X 0 0 0 TONI BROBERG LEFT 98 DIRECTOR 1.00 X 0 0 0 JEFF BROWN DIRECTOR 1.00 X 0 0 0 ZACH BURTON DIRECTOR 1.00 X 0 0 0 MATT BUSBY DIRECTOR 1.00 X 0 0 0 CASSIDY CAMPANA DIRECTOR 1.00 X 0 0 0 PAUL CARDON DIRECTOR 1.00 X 0 0 0 CRAIG CARDON LEFT 131 DIRECTOR 1.00 X 0 0 0 MARINA CARPENTER DIRECTOR 1.00 X 0 0 0 JENNIFER CARUSETTA DIRECTOR 1.00 X 0 0 0 BLAISE CAUDILL LEFT 425 DIRECTOR 1.00 X 0 0 0 JAMES CHRISTIAN DIRECTOR 1.00 X 0 0 0 CANDICE COPPLE DIRECTOR 1.00 X 0 0 0 J CHARLES COUGHLIN DIRECTOR 1.00 X 0 0 0 ANGELA CREEDON DIRECTOR 1.00 X 0 0 0 CHARLIE CREWS DIRECTOR 1.00 X 0 0 0 RICHARD CUNNINGHAM DIRECTOR 1.00 X 0 0 0 RHONDA CURTIS DIRECTOR 1.00 X 0 0 0 BUCHANAN DAVIS DIRECTOR 1.00 X 0 0 0 BRANDON DILLINGHAM DIRECTOR 1.00 X 0 0 0 MARK DREHER DIRECTOR 1.00 X 0 0 0 SAM FOWLER LEFT 98 DIRECTOR 1.00 X 0 0 0 PAM FRESTEDT DIRECTOR 1.00 X 0 0 0 THOMAS GALVIN DIRECTOR 1.00 X 0 0 0 DAN GARDNER LEFT 830 DIRECTOR 1.00 X 0 0 0 MARK GASPERS DIRECTOR 1.00 X 0 0 0 BOBBY GHISOLFO LEFT 425 DIRECTOR 1.00 X 0 0 0 JOHN GILES DIRECTOR 1.00 X 0 0 0 PAGE GONZALES DIRECTOR 1.00 X 0 0 0 JULIE GRAHAM DIRECTOR 1.00 X 0 0 0 TRISTA GUZMAN GLOVER DIRECTOR 1.00 X 0 0 0 JOE GYSEL LEFT 425 DIRECTOR 1.00 X 0 0 0 KIMBERLY HANES DIRECTOR 1.00 X 0 0 0 ALAN HEYWOOD DIRECTOR 1.00 X 0 0 0 MICHAEL HUGHES DIRECTOR 1.00 X 0 0 0 TODD JARAMILLO DIRECTOR 1.00 X 0 0 0 MATTHEW JARRETT DIRECTOR 1.00 X 0 0 0 KATHLEEN KJ JOLIVETTE DIRECTOR 1.00 X 0 0 0 JENNA KAHL DIRECTOR 1.00 X 0 0 0 KODY KELLEHER LEFT 425 DIRECTOR 1.00 X 0 0 0 HEIDI KIMBALL DIRECTOR 1.00 X 0 0 0 JASON KIMMELL DIRECTOR 1.00 X 0 0 0 TODD KINNEY LEFT 425 DIRECTOR 1.00 X 0 0 0 BRYAN KITCHEN DIRECTOR 1.00 X 0 0 0 KAYLA KOLAR DIRECTOR 1.00 X 0 0 0 JIM LAUER LEFT 425 DIRECTOR 1.00 X 0 0 0 MILO LEBARON LEFT 425 DIRECTOR 1.00 X 0 0 0 DALE LEVESQUE DIRECTOR 1.00 X 0 0 0 MATT LIGOURI LEFT 828 DIRECTOR 1.00 X 0 0 0 PATTI LUTTRELL DIRECTOR 1.00 X 0 0 0 ANDREW LYE DIRECTOR 1.00 X 0 0 0 STEVE MARTIN DIRECTOR 1.00 X 0 0 0 DEA MCDONALD DIRECTOR 1.00 X 0 0 0 PEGGY MCMAHON DIRECTOR 1.00 X 0 0 0 ANNE MEDINA-DOAK DIRECTOR 1.00 X 0 0 0 RICHELLE MILLER DIRECTOR 1.00 X 0 0 0 MARK MITCHELL DIRECTOR 1.00 X 0 0 0 KARLA MORAN LEFT 828 DIRECTOR 1.00 X 0 0 0 KEVIN OLSON DIRECTOR 1.00 X 0 0 0 BRIAN O'NEILL DIRECTOR 1.00 X 0 0 0 DALLIN PACE DIRECTOR 1.00 X 0 0 0 TAYLOR PALLAN DIRECTOR 1.00 X 0 0 0 JANICE PALMER DIRECTOR 1.00 X 0 0 0 SHELBY PEDERSEN DIRECTOR 1.00 X 0 0 0 JARED PHELPS LEFT 1030 DIRECTOR 1.00 X 0 0 0 STEVE RICHINS DIRECTOR 1.00 X 0 0 0 TAMMY ROBINSON DIRECTOR 1.00 X 0 0 0 LARRY SANDIGO LEFT 131 DIRECTOR 1.00 X 0 0 0 JACQUELINE SANDOVAL DIRECTOR 1.00 X 0 0 0 FRED SCHNEIDER DIRECTOR 1.00 X 0 0 0 MARC SCHULTZ DIRECTOR 1.00 X 0 0 0 BRIDGET SCHWARTZ-MANOCK DIRECTOR 1.00 X 0 0 0 JACK SELLERS DIRECTOR 1.00 X 0 0 0 SCOTT SEPTEMBER LEFT 425 DIRECTOR 1.00 X 0 0 0 VALERIE SHAFFER DIRECTOR 1.00 X 0 0 0 HEATHER SHELBRACK DIRECTOR 1.00 X 0 0 0 BARRY SHELLEY DIRECTOR 1.00 X 0 0 0 LIZ SHIPLEY DIRECTOR 1.00 X 0 0 0 RICHARD SILVERMAN DIRECTOR 1.00 X 0 0 0 JEFF SINGLETON DIRECTOR 1.00 X 0 0 0 MARK SLYTER DIRECTOR 1.00 X 0 0 0 DOUG SMALL LEFT 828 DIRECTOR 1.00 X 0 0 0 CATHERINE SMITH DIRECTOR 1.00 X 0 0 0 MARK STEWART DIRECTOR 1.00 X 0 0 0 STEVE STRICKBINE DIRECTOR 1.00 X 0 0 0 JEFF STUCK DIRECTOR 1.00 X 0 0 0 JACOB TETLOW DIRECTOR 1.00 X 0 0 0 AL TIMPAUER DIRECTOR 1.00 X 0 0 0 JIM TORGESON DIRECTOR 1.00 X 0 0 0 TERRY TURK LEFT 828 DIRECTOR 1.00 X 0 0 0 STEVE UTTER LEFT 131 DIRECTOR 1.00 X 0 0 0 RANDY KEATING DIRECTOR 1.00 X 0 0 0 DEANNA VILLANUEVA-SAUCEDO DIRECTOR 1.00 X 0 0 0 TAMMI WATSON DIRECTOR 1.00 X 0 0 0 STEVE WEST DIRECTOR 1.00 X 0 0 0 LYNN WESTERGARD DIRECTOR 1.00 X 0 0 0 JEREMI WILLIAMS LEFT 131 DIRECTOR 1.00 X 0 0 0 KATHY YEAGER DIRECTOR 1.00 X 0 0 0 AMANDA ZINK DIRECTOR 1.00 X 0 0 0 JOHN LEWIS PRESIDENT/CEO 40.00 X 112000 0 6720 MIKE HUTCHINSON EXECUTIVE VICE PRESIDENT 40.00 X 100000 0 3000 212000 0 9720 1 0 0 0 0 MEMBERSHIP DUES 900099 424701 424701 PROGRAM INCOME 900099 80750 80750 505451 2176 2176 507627 505451 0 2176 X 221720 59483 3975 20767 28872 82141 15888 7103 16550 15084 750 26922 2033 DUES EXPENSE 2592 AWARDS 2189 14250 520319 253566 238740 8388 12031 261954 250771 6363 4229 6363 4229 X 255591 246542 255591 246542 261954 250771 -12692 3643 0 X X 1 X 0 1 0 0 1 0 0 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DEFINED BY THE INTERNAL REVENUE CODE SECTION 501(C)(6) AND GENERALLY IS NOT SUBJECT TO INCOME TAX. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS POLICY HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, MANAGEMENT COUNCIL, AND BOARD ENGAGEMENT COMMITTEE ARE COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS. THEY HAVE A KEY ROLE IN THE DECISION MAKING (BY VOTING) AND GENERAL DIRECTION OF THE PARTNERSHIP'S ACTIVITIES AND APPROVE NEW BOARD MEMBERS, NEW MEMBERS, FINANCIAL DOCUMENTS, AND PROGRAM AND COMMITTEE TOPICS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE SIGNIFICANT CHANGES LISTED BELOW TO ITS BYLAWS AMONG OTHER UPDATES: - QUORUM NUMBERS ADJUSTED TO PROVIDE MORE FLEXIBILITY - THE OPTION TO SERVE 3 THREE-YEAR TERMS AND TO POSSIBLY CONTINUE SERVING ON THE BOARD - SOME FLEXIBILITY ON "GUESTS" BEING INVITED - CLARIFICATION OF THE TREASURER ASSIGNMENT - ADDING "EXECUTIVE" TO THE EVP'S TITLE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS CORPORATE CHAMPIONS, CORPORATE PARTNERS, ASSOCIATE PARTNERS, MUNICIPAL, NONPROFIT AND INDIVIDUAL MEMBERS BASED ON A MEMBERSHIP DUES STRUCTURE; THERE ARE NO STOCKHOLDERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS WHICH INCLUDES ALL MEMBERS OF OTHER LEADERSHIP COMMITTEES. COPIES OF THE FORM 990 ARE INCLUDED IN THE BOARD AGENDA PACKET AND DISTRIBUTED VIA EMAIL TO MEMBERS OF THE BOARD AND ARE PHYSICALLY PROVIDED AT THE PERTINENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EVP HAS ADOPTED A CODE OF ETHICS AND CONFLICT OF INTEREST POLICY TO GIVE GUIDANCE TO ITS DIRECTORS, OFFICERS, AND EMPLOYEES. EVP'S POLICY IS TO CONDUCT ITS ACTIVITIES IN ACCORDANCE WITH THE HIGHEST STANDARDS AND TO AVOID EVEN THE APPEARANCE OF IMPROPRIETY. FURTHER INFORMATION ON RESTRICTIONS, DETERMINATION AND CONFLICTS CAN BE REVIEWED IN THE FULL POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PUBLIC RELATIONS 82,141. FORM 990, PART XII, LINE 1: THE ORGANIZATION HAS ADOPTED A POLICY OF PREPARING ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. UNDER THE CASH BASIS OF ACCOUNTING, ONLY CASH TRANSACTIONS ARE RECOGNIZED IN REVENUES AND EXPENSES. MODIFICATIONS TO THE CASH BASIS OF ACCOUNTING INCLUDE THE ACCOUNTING FOR IN-KIND SERVICES BETWEEN MEMBERS AND CREDIT CARD PAYABLE. THE IN-KIND SERVICES INCLUDE PRINTING AND DISTRIBUTION OF PROMOTIONAL MATERIALS AND TRAVEL SERVICES THAT THE ORGANIZATION RECORDS AS PREPAID EXPENSES AND REVENUE AT THE ESTIMATED FAIR MARKET VALUE WHEN THE MEMBERS RENEW THEIR ANNUAL MEMBERSHIP UNTIL THE TIME THAT THE SERVICES ARE USED.