2025-08-06T09:14:02-05:00 2024-09-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-10-01 591767933 ORLANDO ECONOMIC PARTNERSHIP INC ORLA 4078352454 200 SOUTH ORANGE AVENUE 200 ORLANDO FL 32801 SCOTT FAGAN CHIEF FINANCIAL OFFICER 4074256428 2025-08-04 1 0 KELLI PECK P01423033 3217516200 2025-08-04 2023 2025-03-06 01:10:19Z TIMOTHY GIULIANI 200 SOUTH ORANGE AVENUE 200 ORLANDO FL 32801 10251467 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, OSCEOLA, 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. 81 81 54 125 0 0 6155750 5728855 4889374 4522612 0 0 9871 0 11054995 10251467 0 0 0 0 6208106 5929627 0 0 0 5510763 4404055 11718869 10333682 -663874 -82215 11287756 10325551 6197174 5317184 5090582 5008367 X THE ORLANDO ECONOMIC PARTNERSHIP (OEP) WORKS TO ADVANCE BROAD-BASED PROSPERITY. THROUGH THE POWER OF PARTNERSHIPS, WE GROW THE ECONOMY, ATTRACT COMPANIES THAT CREATE NEW JOBS, DRIVE INVESTMENT, IMPROVE COMPETITIVENESS AND FUEL REGIONAL LEADERSHIP. WE DEFINE BROAD-BASED PROSPERITY AS A REGION WHOSE RESIDENTS LIVE A MEANINGFUL LIFE IN A PLACE WHERE EQUAL ACCESS TO RESOURCES AND PATHWAYS TO SUCCESS ALLOW OPPORTUNITIES FOR ALL. OUR GOAL IS TO CREATE A REGION BOUND ONLY BY OUR IMAGINATIONS. 0 0 ECONOMIC DEVELOPMENT PROGRAM - FOR FISCAL YEAR ENDED SEPTEMBER 30, 2024, THE ORLANDO ECONOMIC PARTNERSHIP IS PROUD TO REPORT THAT COMPANIES WE WORKED WITH ANTICIPATE TO CREATE 3,338 NEW JOBS OVER THE NEXT THREE TO FIVE YEARS AND OVER $392,000,000 IN CAPITAL INVESTMENT FROM THOSE ECONOMIC DEVELOPMENT PROJECTS. THE "UNBELIEVABLY REAL" CAMPAIGN LAUNCHED IN 2023. FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024 MORE THAN 250 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 21 0 1 54 1 0 0 0 0 0 0 0 0 X 81 81 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 TIMOTHY GIULIANI PRESIDENT/CEO 50.00 2.00 X X 611240 0 67127 CRYSTAL SIRCY COO (THRU 6/24) 50.00 X X 345937 0 55767 SCOTT FAGAN CFO 50.00 2.00 X X 258918 0 41866 NICHOLAS ABRAHAMS SVP - CORP ENGAGEMENT (THRU 8/24) 50.00 X X 306021 0 65213 DANIELLE PERMENTER CHIEF DEVELOPMENT OFFICER 50.00 5.00 X X 159673 0 34663 STEVE HOGAN DIRECTOR & CHAIR 1.00 2.00 X X 0 0 0 TONY JENKINS DIRECTOR & PAST CHAIR 1.00 2.00 X X 0 0 0 RENA LANGLEY DIRECTOR & CHAIR ELECT 1.00 1.00 X X 0 0 0 TRACEY STOCKWELL DIRECTOR/VICE CHAIR OF FINANCE 1.00 2.00 X X 0 0 0 ALEX DEJESUS DIRECTOR 1.00 X 0 0 0 ANDY GARDINER DIRECTOR 1.00 X 0 0 0 ANNA QUIROGA DIRECTOR 1.00 X 0 0 0 BILL DYMOND DIRECTOR 1.00 X 0 0 0 BOB DALLARI DIRECTOR 1.00 X 0 0 0 BRANDON ARRINGTON DIRECTOR 1.00 X 0 0 0 BUDDY DYER DIRECTOR 1.00 X 0 0 0 CASANDRA MATEJ DIRECTOR 1.00 X 0 0 0 CLIFF LONG DIRECTOR 1.00 X 0 0 0 DAN KIRBY DIRECTOR 1.00 X 0 0 0 DARYL HOLT DIRECTOR 1.00 X 0 0 0 DEAN CANNON DIRECTOR 1.00 X 0 0 0 DEREK BRUCE DIRECTOR 1.00 X 0 0 0 DOUG SHIELDS DIRECTOR 1.00 X 0 0 0 EDDY MORATIN DIRECTOR 1.00 X 0 0 0 EDWARD DURKEE DIRECTOR 1.00 X 0 0 0 ELIA MARENCO DIRECTOR 1.00 X 0 0 0 ELIZABETH GODWIN DIRECTOR 1.00 X 0 0 0 EMILY KRASNICKI DIRECTOR 1.00 X 0 0 0 EVAN WYANT DIRECTOR 1.00 X 0 0 0 GEOFF ROGERS DIRECTOR 1.00 X 0 0 0 GEORGIA LORENZ DIRECTOR 1.00 X 0 0 0 GLENN ADAMS DIRECTOR 1.00 1.00 X 0 0 0 GREG SPENCER DIRECTOR 1.00 X 0 0 0 GREGORY DRYDEN DIRECTOR 1.00 X 0 0 0 HAROLD MILLS DIRECTOR 1.00 X 0 0 0 ISAAC JUAREZ DIRECTOR 1.00 X 0 0 0 JACOB HORNER DIRECTOR 1.00 X 0 0 0 JAMES ADAMCZYK DIRECTOR 1.00 X 0 0 0 JAMES ETSCORN DIRECTOR 1.00 X 0 0 0 JANET OWEN DIRECTOR 1.00 X 0 0 0 JARROD DILLON DIRECTOR 1.00 X 0 0 0 JASON EICHENHOLZ DIRECTOR 1.00 X 0 0 0 JEFF HAYWARD DIRECTOR 1.00 X 0 0 0 JENNIFER EVINS DIRECTOR 1.00 X 0 0 0 JERIN T JAMES DIRECTOR 1.00 X 0 0 0 JERRY DEMINGS 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 JIM GRAY DIRECTOR 1.00 X 0 0 0 JOHN RIVERS 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 KELLY COHEN DIRECTOR 1.00 X 0 0 0 KEN AND CINDY ROBINSON DIRECTOR 1.00 X 0 0 0 KEVIN THIBAULT DIRECTOR 1.00 X 0 0 0 KIMBERLY MARSHALL DIRECTOR 1.00 X 0 0 0 LEE CONSTANTINE DIRECTOR 1.00 X 0 0 0 LINDA FERRONE DIRECTOR 1.00 X 0 0 0 LORI GUSTAFSON DIRECTOR 1.00 X 0 0 0 LYSA BARBANO DIRECTOR 1.00 X 0 0 0 MARIA VAZQUEZ DIRECTOR 1.00 X 0 0 0 MARTIN RUBIN DIRECTOR 1.00 X 0 0 0 MICHAEL DUNCAN DIRECTOR 1.00 X 0 0 0 MICHELLE CHANDLER DIRECTOR 1.00 X 0 0 0 MICHELLE MAIKISCH DIRECTOR 1.00 X 0 0 0 NICOLE MARTZ DIRECTOR 1.00 X 0 0 0 ORLANDO EVORA DIRECTOR 1.00 X 0 0 0 PAUL DRAYTON DIRECTOR 1.00 X 0 0 0 PAUL ROLDN DIRECTOR 1.00 X 0 0 0 PAUL SOHL DIRECTOR 1.00 X 0 0 0 RANDY AVENT DIRECTOR 1.00 X 0 0 0 RASESH THAKKAR DIRECTOR 1.00 X 0 0 0 SAM STARK DIRECTOR 1.00 X 0 0 0 SANDY HOSTETTER DIRECTOR 1.00 1.00 X 0 0 0 SHANNON GRAVITTE DIRECTOR 1.00 X 0 0 0 SHAWN CONNELL DIRECTOR 1.00 X 0 0 0 SHERESE MONTGOMERY DIRECTOR 1.00 X 0 0 0 SIMON CHOY DIRECTOR 1.00 X 0 0 0 STEPHEN MAULDIN DIRECTOR 1.00 X 0 0 0 TANISHA NUNN GARY DIRECTOR 1.00 X 0 0 0 TIM BAKER DIRECTOR 1.00 X 0 0 0 TONY MASSEY DIRECTOR 1.00 X 0 0 0 WENDY BRANDON DIRECTOR 1.00 X 0 0 0 WENDY TERRY DIRECTOR 1.00 X 0 0 0 YIORGOS BAKAMITSOS DIRECTOR 1.00 X 0 0 0 ZACH SHERMAN DIRECTOR 1.00 X 0 0 0 CASEY DEBELLIS VP - ECON DEV 50.00 X 122566 0 17042 TRACY GARCIA SENIOR DIRECTOR - ECON DEV 50.00 X 122427 0 39504 NEIL HAMILTON VP - MARKET INTELLIGENCE 50.00 X 145447 0 37071 LAUREEN TRUDELL SVP - MARKETING & COMMUNICAITONS 50.00 X 145799 0 37771 2218028 0 396024 9 0 1 0 0 5728855 5728855 GOVERNMENT GRANTS 561000 3345878 3345878 SPONSORSHIP REVENUE 561000 1124689 1124689 BOND SERVICE INCOME 561000 52045 52045 4522612 10251467 3397923 0 1124689 1671588 2717661 41496 329477 1169405 116903 586432 667957 32260 596485 75200 533832 245594 90732 827254 59900 RENEWAL BAD DEBT 390350 MISCELLANEOUS EXPENSE 61922 EQUIPMENT RENTAL 43007 DUES & SUBSCRIPTIONS 40508 35719 10333682 1120472 1784530 822818 503762 262596 209153 3209534 870539 2647503 2338995 6434367 5489111 11287756 10325551 1546796 1198145 326250 252500 4324128 3866539 6197174 5317184 X 5090582 5008367 5090582 5008367 11287756 10325551 -82215 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 3209534 870539 2338995 2338995 DUE FROM AFFILIATE 1396663 RIGHT OF USE ASSET 4092448 5489111 LEASE LIABILITY 3866539 3866539 X 11898364 815557 831340 1646897 10251467 0 10251467 11955647 815557 806408 1621965 10333682 0 10333682 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, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION FOR ORLANDO'S FUTURE REVENUE INCLUDED IN CONSOLIDATED AFS 831,340. GREATER ORLANDO CHAMBER OF COMMERCE REVENUE INCLUDED IN CONSOLIDATED AFS PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION FOR ORLANDO'S FUTURE EXPENSES INCLUDED IN CONSOLIDATED AFS 806,159. GREATER ORLANDO CHAMBER OF COMMERCE EXPENSES INCLUDED IN CONSOLIDATED AFS 249. X 1 0 X X X X 0 0 0 TIMOTHY GIULIANI PRESIDENT/CEO 413077 0 180400 0 17763 0 33589 0 34379 0 679208 0 0 0 CRYSTAL SIRCY COO (THRU 6/24) 254004 0 76460 0 15473 0 40445 0 15926 0 402308 0 0 0 NICHOLAS ABRAHAMS SVP - CORP ENGAGEMENT (THRU 8/24) 217067 0 73960 0 14994 0 31675 0 34085 0 371781 0 0 0 SCOTT FAGAN CFO 196346 0 58460 0 4112 0 15909 0 30352 0 305179 0 0 0 DANIELLE PERMENTER CHIEF DEVELOPMENT OFFICER 134551 0 24800 0 322 0 18040 0 17058 0 194771 0 0 0 LAUREEN TRUDELL SVP - MARKETING & COMMUNICAITONS 123414 0 22250 0 135 0 15667 0 22515 0 183981 0 0 0 NEIL HAMILTON VP - MARKET INTELLIGENCE 123107 0 22250 0 90 0 15667 0 21815 0 182929 0 0 0 TRACY GARCIA SENIOR DIRECTOR - ECON DEV 107000 0 15030 0 397 0 7955 0 31941 0 162323 0 0 0 PART I, LINE 1A THE CEO, CFO AND CHIEF DEVELOPMENT OFFICER HAVE ACCESS TO THE CITRUS CLUB. 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