2024-08-13T14:02:02-05:00 2023-09-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-10-01 591767933 ORLANDO ECONOMIC PARTNERSHIP INC ORLA 4078352454 200 SOUTH ORANGE AVENUE 200 ORLANDO FL 32801 SCOTT FAGAN CHIEF FINANCIAL OFFICER 4074256428 2024-08-08 1 0 KRISTEN BARNETT P01234578 8133162300 2024-08-08 2022 2024-08-08 14:25:15Z TIMOTHY GIULIANI 200 SOUTH ORANGE AVENUE 200 ORLANDO FL 32801 11054995 0 X ORLANDO.ORG X 1977 FL ORLANDO ECONOMIC PARTNERSHIP, FORMERLY KNOWN AS ECONOMIC DEVELOPMENT COMMISSION OF MID-FLORIDA, INC., IS A NOT-FOR-PROFIT, PRIVATE/PUBLIC PARTNERSHIP SERVING THE METRO ORLANDO REGION - ORANGE, SEMINOLE, BREVARD, OSCEOLA, POLK, VOLUSIA, AND LAKE COUNTIES AND THE CITY OF ORLANDO. WE MARKET THE ORLANDO REGION WORLDWIDE AS A TOP LOCATION FOR BUSINESS IN ORDER TO ATTRACT, RETAIN AND GROW COMPANIES, JOBS AND CAPITAL INVESTMENT FOR THE REGION. IN ADDITION, WE WORK WITH LOCAL COMPANIES TO ASSIST THEM WITH EXPANSION PLANS AND OTHER BUSINESS CONCERNS. THE ORLANDO ECONOMIC PARTNERSHIP IS ALSO THE HOME TO THE ORLANDO FILM COMMISSION, WHICH MARKETS THE REGION AS A TOP PRODUCTION LOCATION. 83 83 63 125 0 0 5503500 6155750 3750738 4889374 6455 0 1200 9871 9261893 11054995 0 0 0 0 5686291 6208106 0 0 0 4451709 5510763 10138000 11718869 -876107 -663874 13189914 11287756 7435458 6197174 5754456 5090582 X THE ORLANDO ECONOMIC PARTNERSHIP IS A PUBLIC-PRIVATE, NOT-FOR-PROFIT ECONOMIC AND COMMUNITY DEVELOPMENT ORGANIZATION THAT WORKS TO ADVANCE BROAD-BASED PROSPERITY BY STRENGTHENING ORLANDO'S ECONOMY, AMPLIFYING ORLANDO'S STORY, CHAMPIONING REGIONAL PRIORITIES, EMPOWERING COMMUNITY LEADERS AND BUILDING A BRILLIANT REGION. THESE FIVE FOUNDATIONAL OBJECTIVES SERVE TO IMPROVE THE REGION'S COMPETITIVENESS WHILE RESPONDING TO THE NEEDS OF COMMUNITIES, RESIDENTS AND BUSINESSES. 0 0 ECONOMIC DEVELOPMENT PROGRAM - FOR FISCAL YEAR ENDED SEPTEMBER 30, 2023, THE ORLANDO ECONOMIC PARTNERSHIP IS PROUD TO REPORT THAT COMPANIES WE WORKED WITH ANTICIPATE TO CREATE 4,303 NEW JOBS OVER THE NEXT THREE TO FIVE YEARS AND OVER $620,000,300 IN CAPITAL INVESTMENT FROM THOSE ECONOMIC DEVELOPMENT PROJECTS. THE "UNBELIEVABLY REAL" CAMPAIGN LAUNCHED IN 2023. FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2023 MORE THAN 254 LEADS WERE GENERATED. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 23 0 1 63 1 0 0 0 0 0 0 0 0 X 83 83 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X X SCOTT FAGAN 4078352454 200 SOUTH ORANGE AVENUE 200 ORLANDO FL 32801 GLENN ADAMS DIRECTOR 1.00 X 0 0 0 STEVE ALCH DIRECTOR 1.00 X 0 0 0 BRANDON ARRINGTON DIRECTOR 1.00 X 0 0 0 RANDY AVENT DIRECTOR 1.00 X 0 0 0 YIORGOS BAKAMITSOS DIRECTOR 1.00 X 0 0 0 TIM BAKER DIRECTOR 1.00 X 0 0 0 WENDY BRANDON DIRECTOR 1.00 X 0 0 0 MARK BREWER DIRECTOR 1.00 X 0 0 0 DEREK BRUCE DIRECTOR 1.00 X 0 0 0 DEAN CANNON DIRECTOR 1.00 X 0 0 0 MICHELLE CHANDLER DIRECTOR 1.00 X 0 0 0 KELLY COHEN DIRECTOR 1.00 X 0 0 0 DAN COVELLI DIRECTOR 1.00 X 0 0 0 JERRY DEMINGS DIRECTOR 1.00 X 0 0 0 JARROD DILLON DIRECTOR 1.00 X 0 0 0 PAUL DRAYTON DIRECTOR 1.00 X 0 0 0 GREG DRYDEN DIRECTOR 1.00 X 0 0 0 MICHAEL DUNCAN DIRECTOR 1.00 X 0 0 0 BUDDY DYER DIRECTOR 1.00 X 0 0 0 WILLIAM DYMOND JR DIRECTOR 1.00 X 0 0 0 JASON EICHENHOLZ DIRECTOR 1.00 X 0 0 0 JIM ETSCORN DIRECTOR 1.00 X 0 0 0 JENNIFER EVINS DIRECTOR 1.00 X 0 0 0 ORLANDO EVORA DIRECTOR 1.00 X 0 0 0 LINDA FERRONE DIRECTOR 1.00 X 0 0 0 JIM FORRESTER DIRECTOR 1.00 X 0 0 0 JIM FRITZ DIRECTOR 1.00 X 0 0 0 ANDY GARDINER DIRECTOR 1.00 X 0 0 0 STEVE GARRITY DIRECTOR 1.00 X 0 0 0 TANISHA GARY DIRECTOR 1.00 X 0 0 0 GLENTON GILZEAN DIRECTOR 1.00 X 0 0 0 ELIZABETH GODWIN DIRECTOR 1.00 X 0 0 0 SHANNON GRAVITTE DIRECTOR 1.00 X 0 0 0 JIM GRAY DIRECTOR 1.00 X 0 0 0 JEFF HAYWARD DIRECTOR 1.00 X 0 0 0 STEVE HOGAN DIRECTOR & CHAIR ELECT 1.00 X X 0 0 0 DARYL HOLT DIRECTOR 1.00 X 0 0 0 JACOB HORNER DIRECTOR 1.00 X 0 0 0 BRIAN HORTON DIRECTOR 1.00 X 0 0 0 SANDY HOSTETTER DIRECTOR & PAST CHAIR 1.00 X X 0 0 0 TONY JENKINS DIRECTOR & CHAIR 1.00 X X 0 0 0 DEREK JONES DIRECTOR 1.00 X 0 0 0 ISAAC JUAREZ DIRECTOR 1.00 X 0 0 0 DAVID KARABAG DIRECTOR 1.00 X 0 0 0 RENA LANGLEY DIRECTOR 1.00 X 0 0 0 AMY LOCKHART DIRECTOR 1.00 X 0 0 0 CLIFF LONG DIRECTOR 1.00 X 0 0 0 GEORGIA LORENZ DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MAIER DIRECTOR 1.00 X 0 0 0 NICOLE MARTZ DIRECTOR 1.00 X 0 0 0 KIM MARSHALL DIRECTOR 1.00 X 0 0 0 TONY MASSEY DIRECTOR 1.00 X 0 0 0 CASANDRA MATEJ DIRECTOR 1.00 X 0 0 0 STEPHEN MAULDIN DIRECTOR 1.00 X 0 0 0 KEVIN MILLER DIRECTOR 1.00 X 0 0 0 HAROLD MILLS DIRECTOR 1.00 X 0 0 0 SHERESE MONTGOMERY DIRECTOR 1.00 X 0 0 0 EDDIE MORATIN DIRECTOR 1.00 X 0 0 0 PAM NABORS DIRECTOR 1.00 X 0 0 0 GABY ORTIGONI DIRECTOR 1.00 X 0 0 0 JANET OWEN DIRECTOR 1.00 X 0 0 0 KATHLEEN PLINSKE DIRECTOR 1.00 X 0 0 0 KATHY RAMSBERGER DIRECTOR 1.00 X 0 0 0 JOHN RIVERS DIRECTOR 1.00 X 0 0 0 KEN ROBINSON DIRECTOR 1.00 X 0 0 0 GEOFF ROGERS DIRECTOR 1.00 X 0 0 0 PAUL ROLDAN DIRECTOR 1.00 X 0 0 0 MARTIN RUBIN DIRECTOR 1.00 X 0 0 0 ZACHERY SHERMAN DIRECTOR 1.00 X 0 0 0 DOUG SHIELDS DIRECTOR 1.00 X 0 0 0 PAUL SOHL DIRECTOR 1.00 X 0 0 0 GREG SPENCER DIRECTOR 1.00 X 0 0 0 TRACEY STOCKWELL DIRECTOR/VICE CHAIR OF FINANCE 1.00 X X 0 0 0 WENDY TERRY DIRECTOR 1.00 X 0 0 0 RASESH THAKKAR DIRECTOR 1.00 X 0 0 0 PHIL TISCHER DIRECTOR 1.00 X 0 0 0 MARIA VAZQUEZ DIRECTOR 1.00 X 0 0 0 RICHARD VOORBERG DIRECTOR 1.00 X 0 0 0 HELEN WESLEY DIRECTOR 1.00 X 0 0 0 EVAN WYANT DIRECTOR 1.00 X 0 0 0 TIMOTHY GIULIANI PRESIDENT/CEO 50.00 X X 613649 0 65689 CRYSTAL SIRCY COO 50.00 X X 333748 0 47049 NICHOLAS ABRAHAMS SVP - CORPORATE ENGAGEMENT 50.00 X X 267379 0 58082 SCOTT FAGAN CFO 50.00 X X 263619 0 34931 DAVID ADELSON VP 50.00 X 189449 0 44132 CASEY BARNES VP 50.00 X 187304 0 40844 LAUREEN TRUDELL VP 50.00 X 142539 0 31691 JOSANN NEWELL VP 50.00 X 141794 0 17056 RACHAEL KOBB VP 50.00 X 122560 0 41991 2262041 0 381465 9 0 1 0 0 6155750 6155750 GOVERNMENT GRANTS 561000 3039379 3039379 SPONSORSHIP REVENUE 561000 1795495 1795495 BOND SERVICE INCOME 561000 54500 54500 4889374 MISCELLANEOUS REVENUE 561000 9871 9871 9871 11054995 3103750 0 1795495 1661381 3075085 15132 272577 1183931 129750 860162 1161271 72244 606191 75977 588049 98273 98937 819243 46710 RENEWAL BAD DEBT 637163 MISCELLANEOUS EXPENSE 183826 DUES & SUBSCRIPTIONS 72061 EQUIPMENT RENTAL 42153 18753 11718869 1999638 1120472 219873 1507676 822818 186675 262596 3209534 562031 2730480 2647503 6545572 6434367 13189914 11287756 2523886 1546796 150986 326250 4760586 4324128 7435458 6197174 X 5754456 5090582 5754456 5090582 13189914 11287756 -663874 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 3209534 562031 2647503 2647503 DUE FROM AFFILIATE 1823173 RIGHT OF USE ASSET 4611194 6434367 LEASE LIABILITY 4324128 4324128 X 12958451 1062258 841198 1903456 11054995 0 11054995 13850734 1062258 1069607 2131865 11718869 0 11718869 PART X, LINE 2: THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS, WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE SEPTEMBER 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION FOR ORLANDO'S FUTURE REVENUE INCLUDED IN CONSOLIDATED AFS 838,449. GREATER ORLANDO CHAMBER OF COMMERCE REVENUE INCLUDED IN CONSOLIDATED AFS 2,749. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION FOR ORLANDO'S FUTURE EXPENSES INCLUDED IN CONSOLIDATED AFS 1,066,218. GREATER ORLANDO CHAMBER OF COMMERCE EXPENSES INCLUDED IN CONSOLIDATED AFS 3,389. X 1 0 X X X X X 0 0 0 TIMOTHY GIULIANI PRESIDENT/CEO 364596 0 231875 0 17178 0 36125 0 30267 0 680041 0 0 0 CRYSTAL SIRCY COO 239391 0 78856 0 15501 0 33536 0 14059 0 381343 0 0 0 NICHOLAS ABRAHAMS SVP - CORPORATE ENGAGEMENT 176538 0 79688 0 11153 0 28517 0 30022 0 325918 0 0 0 SCOTT FAGAN CFO 254913 0 7897 0 809 0 13961 0 21440 0 299020 0 0 0 DAVID ADELSON VP 156252 0 33000 0 197 0 23161 0 21403 0 234013 0 0 0 CASEY BARNES VP 157577 0 29531 0 196 0 19873 0 21364 0 228541 0 0 0 LAUREEN TRUDELL VP 123654 0 18750 0 135 0 14236 0 17841 0 174616 0 0 0 RACHAEL KOBB VP 105993 0 16500 0 67 0 14492 0 27903 0 164955 0 0 0 JOSANN NEWELL VP 120192 0 21524 0 78 0 17056 0 385 0 159235 0 0 0 PART I, LINE 1A THE UNIVERSITY CLUB ORLANDO, A MEMBERSHIP-BASED COMMUNITY NON-PROFIT ORGANIZATION (501(C)(7)) USED FOR BUSINESS MEETINGS, IS NOT TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT/CEO, EXECUTIVE VP/COO, VP DEVELOPMENT. FORM 990, PART V, LINE 2A: ALL COMPENSATION IS PAID THROUGH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO). NO W-2S WERE ISSUED UNDER THE ORGANIZATION'S EIN. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE PROVIDED TO THE FINANCE & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. AT A MEETING OF THE FINANCE & AUDIT COMMITTEE THE FORM(S) WILL BE DISCUSSED AND IF NECESSARY, ANY AND ALL MEMBERS OF THE COMMITTEE MAY REVIEW AND DISCUSS THE FORM(S) WITH THE PREPARER. ONCE INSTRUCTED BY THE COMMITTEE, THE CFO WILL WORK WITH THE PREPARER TO FILE THE RETURNS AND THE VICE CHAIR OF FINANCE WILL NOTIFY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS OF THE TIMELY FILING OF THE RETURN(S). FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A BOARD CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM. ALL ARE REQUIRED TO DISCLOSE CONFLICTS ON FORMS. ONLY INDEPENDENT BOARD MEMBERS MAY PARTICIPATE IN THE DISCUSSION AND VOTE ON AGENDA ITEMS. ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD-DESIGNATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN AN ITEM ON THE AGENDA THAT REQUIRES BOARD APPROVAL, IS NO LONGER CONSIDERED INDEPENDENT AND IS REQUIRED TO DECLARE SUCH CONFLICT EITHER IN WRITING TO THE CHAIRMAN OF THE BOARD THREE BUSINESS DAYS PRIOR TO THE MEETING OR VERBALLY DURING THE MEETING. BOARD MEMBERS WITH A CONFLICT OF INTEREST SHOULD RECUSE THEMSELVES FROM ALL BOARD DISCUSSIONS AND VOTES ON THE MATTER. THE DISCLOSURE OF THE CONFLICT WILL BE CAPTURED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWED PAY INCREASES FOR THE CEO AND OTHER KEY EMPLOYEES ANNUALLY TO DETERMINE ANY SALARY INCREASES FOR THE UPCOMING YEAR. AN OUTSIDE COMPENSATION CONSULTANT IS RETAINED FROM TIME TO TIME TO PROVIDE DATA REGARDING THE OFFICERS AND EVERY 3-4 YEARS TO PROVIDE COMPARABLE DATA FOR ALL POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AND ON OTHER ORGANIZATIONS' WEBSITES FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH BY IRC SECTION 6104(D). FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEAR. GREATER ORLANDO CHAMBER OF COMMERCE 200 SOUTH ORANGE AVENUE SUITE 200 ORLANDO FL 32801 590272107 ECONOMIC DEVELOPMENT FL 501(C)(6) ORLANDO ECONOMIC PARTNERSHIP 1 FOUNDATION FOR ORLANDO'S FUTURE INC 200 SOUTH ORANGE AVENUE SUITE 200 ORLANDO FL 32801 593678634 CHARITABLE FUNCTIONS OF CHAMBER FL 501(C)(3) LINE 12B, II ORLANDO ECONOMIC PARTNERSHIP 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0