2026-04-22T15:57:48-05:00 2025-08-31 994625061 CRI ADVISORS LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990 2024-09-01 474960672 THE WOODLANDS AREA ECONOMIC DEVELOPMENT PARTNERSHIP WOOD 2813638133 2107 RESEARCH FOREST DR 150 THE WOODLANDS TX 77380 JEVON GIBB CHIEF EXECUTIVE OFFICER 2813638133 2026-04-21 1 1 KRISTEN SIMPSON P01268482 7136218090 2026-04-16 2024 2025-03-06 01:10:19Z JEVON GIBB 2107 RESEARCH FOREST DR 150 THE WOODLANDS TX 77380 1067736 0 X WWW.EDPARTNERSHIP.NET X 2015 TX THE MISSION OF THE WOODLANDS AREA ECONOMIC DEVELOPMENT PARTNERSHIP (EDP) IS TO WORK ON DEALS AND INITIATIVES, RECRUITING NEW COMPANIES THAT ENJOY BECOMING PART OF THE WOODLANDS AREA COMMUNITY, WHILE SOLVING ISSUES AND SEIZING OPPORTUNITIES THAT CATALYZE ECONOMIC DEVELOPMENT. 31 31 4 28 0 0 680000 776283 276035 270750 24222 20703 0 0 980257 1067736 0 0 0 0 604724 527698 0 0 0 402839 630155 1007563 1157853 -27306 -90117 1174239 1043199 372096 331253 802143 711946 X THE MISSION OF THE WOODLANDS AREA ECONOMIC DEVELOPMENT PARTNERSHIP (EDP) IS TO WORK ON DEALS AND INITIATIVES, RECRUITING NEW COMPANIES THAT ENJOY BECOMING PART OF THE WOODLANDS AREA COMMUNITY, WHILE SOLVING ISSUES AND SEIZING OPPORTUNITIES THAT CATALYZE ECONOMIC DEVELOPMENT. 0 0 264168 20000 BUSINESS RECRUITMENT: THE EDP SOURCES, LEADS, OR SUPPORTS DEALS THAT RECRUIT NEW BUSINESSES TO THE WOODLANDS AREA. IT FOCUSES ON TARGET MARKET OPPORTUNITIES WHERE IT HAS A COMPETITIVE ADVANTAGE AND WHERE THE TARGET COMPANIES MATCH THE ECONOMIC DEVELOPMENT VISION OF OUR COMMUNITY THESE ARE CURRENTLY ENERGY, CHEMICALS, BIOMANUFACTURING, AND PREMIUM OFFICE. THIS IS ACCOMPLISHED THROUGH KEY RELATIONSHIPS WITH LEAD GENERATORS, SUCH AS SITE CONSULTANTS, THE OFFICE OF THE GOVERNOR, COMMERCIAL REAL ESTATE BROKERS, AND DEVELOPERS. SUCCESSFUL DEALS RESULT IN NEW JOBS AND INVESTMENT, BOOSTING ECONOMIC PROSPERITY FOR THE COMMUNITY. 67153 192250 BUSINESS SOLUTIONS AND INITIATIVES: THE EDP ACTIVELY ENGAGES WITH AND SURVEYS THE BUSINESS COMMUNITY TO IDENTIFY ISSUES AND OPPORTUNITIES CRITICAL TO THE AREA'S ECONOMY. IN TURN, IT LEADS AND SUPPORTS INITIATIVES TO SOLVE THESE ISSUES AND SEIZE OPPORTUNITIES. 86438 0 INVESTOR RELATIONS: THE EDP IS A PUBLIC-PRIVATE PARTNERSHIP BETWEEN THE WOODLANDS TOWNSHIP, CITY OF SHENANDOAH, CITY OF OAK RIDGE NORTH, MONTGOMERY COUNTY, AND APPROXIMATELY 100 PRIVATE AND NON-PROFIT ORGANIZATIONS, WHICH WE CALL INVESTORS. THE EDP'S VALUE PROPOSITION FOR DEALS AND INITIATIVES IS ITS ABILITY TO CONVENE THESE PARTNERS TO SOLVE PROBLEMS, PROVIDE INFORMATION, OR MAKE CONNECTIONS. AS PART OF THIS CONVENING, THE EDP HOSTS MONTHLY EVENTS. 188467 58500 MEMBER PROGRAMS: EDP HOSTS SIGNATURE EVENTS TO ALLOW FOR MEMBERS TO BUILD RELATIONSHIPS WITH EXECUTIVE LEVEL BUSINESS LEADERS AND TO KEEP MEMBERS INFORMED ON IMPORTANT ISSUES FACING BUSINESSES TODAY. THESE INCLUDE EVENTS HELD MONTHLY, QUARTERLY, AND ANNUALLY. 188467 58500 606226 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 20 0 1 4 1 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X JEVON GIBB - CHIEF EXECUTIVE OFFICE 2813638133 2107 RESEARCH FOREST DR SUITE 150 THE WOODLANDS TX 77380 JIM PARISI IMMEDIATE PAST CHAIR 2.50 X X 0 0 0 WHITNEY WALL CHAIRMAN 2.50 X X 0 0 0 DAN MICHALK VICE CHAIRMAN 2.50 X X 0 0 0 SHANE FRUGE TREASURER 2.50 X X 0 0 0 BRET STRONG SECRETARY 2.50 X X 0 0 0 BRAD BAILEY BOARD MEMBER 1.50 X 0 0 0 ERNEST L PEEPLES BOARD MEMBER 1.50 X 0 0 0 JENNY VALCARCE BOARD MEMBER 1.50 X 0 0 0 JOHN SAXON BOARD MEMBER 1.50 X 0 0 0 JUSTIN KENDRICK BOARD MEMBER 1.50 X 0 0 0 MAYOR JOHN ESCOTO BOARD MEMBER 1.50 X 0 0 0 MONIQUE SHARP BOARD MEMBER 1.50 X 0 0 0 ROB EISSLER BOARD MEMBER 1.50 X 0 0 0 SARAH MCCLURE BOARD MEMBER 1.50 X 0 0 0 JORDAN ABSHIER BOARD MEMBER 1.50 X 0 0 0 CHRISTIN ALLPHIN BOARD MEMBER 1.50 X 0 0 0 DAVID BERNARD BOARD MEMBER 1.50 X 0 0 0 MATTHEW BETHEA BOARD MEMBER 1.50 X 0 0 0 AARON COX BOARD MEMBER 1.50 X 0 0 0 MICHAEL ELLIS BOARD MEMBER 1.50 X 0 0 0 CLIFF FAVORS BOARD MEMBER 1.50 X 0 0 0 KYLE MATHIS BOARD MEMBER 1.50 X 0 0 0 LINDA NELSON BOARD MEMBER 1.50 X 0 0 0 DE' REESE REID HARD BOARD MEMBER 1.50 X 0 0 0 CRYSTAL SLED BOARD MEMBER 1.50 X 0 0 0 CASEY STEELE BOARD MEMBER 1.50 X 0 0 0 RITCH WHEELER BOARD MEMBER 1.50 X 0 0 0 CHRIS WEHE BOARD MEMBER 1.50 X 0 0 0 CRYSTAL SLED BOARD MEMBER 1.50 X 0 0 0 MEGAN ALARID BOARD MEMBER 1.50 X 0 0 0 MICHELLE LITTLE BOARD MEMBER 1.50 X 0 0 0 JEVON GIBB CHIEF EXECUTIVE OFFICER (BEGINNING 01/13/2025) 40.00 X 0 0 0 GIL STALEY CHIEF EXECUTIVE OFFICER (UNTIL 01/13/2025) 40.00 X 240607 0 25970 240607 0 25970 1 0 1 0 0 671019 105264 776283 ECONOMIC DEVELOPMENT S 900099 192250 192250 MEMBER EVENTS 900099 58500 58500 BUSINESS RECRUITMENT 900099 20000 20000 270750 20703 20703 1067736 270750 0 20703 346196 108413 14903 29801 28385 48051 50909 45030 38868 23451 99087 9411 21615 7694 7187 BUSINESS RECRUITMENT 75450 MEMBER EVENTS 66275 BUSINESS EXPENSES 58861 DUES & FEES SUBSCRIPTIO 46155 32111 1157853 794161 714868 25350 75717 8375 4866 81197 72688 16203 8509 330150 239239 1174239 1043199 53603 26477 28313 345619 249337 372096 331253 X 612445 512123 189698 199823 802143 711946 1174239 1043199 -90117 -80 0 X 0 1 X 1 0 81197 72688 8509 8509 DEPOSIT 8444 OPERATING LEASE ROU ASSETS 230795 239239 OPERATING LEASE LIABILITY 249337 249337 X 1067736 0 1067736 0 1067736 1157853 0 1157853 0 1157853 PART X, LINE 2: UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, EDP IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. EDP UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF AUGUST 31, 2025, EDP HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X 0 0 0 GIL STALEY CHIEF EXECUTIVE OFFICER (UNTIL 01/13 210742 0 20865 0 9000 0 15480 0 10490 0 266577 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS NOT PROVIDED TO THE BOARD OF DIRECTORS ONCE A SIGNED COPY HAS BEEN PROVIDED BY THE TAX PREPARER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 OUR CURRENT CHAIRMAN AND PAST CHAIRMAN CONDUCT AN ANNUAL REVIEW WITH THE OTHER OFFICERS AND CEO AND DETERMINE A PERCENTAGE FOR A RAISE. THE PERCENTAGES ARE IN LINE WITH OTHER CEO'S OF ECONOMIC DEVELOPMENT ORGANIZATIONS IN TEXAS. THE CEO CONDUCTS ANNUAL REVIEWS WITH EACH EMPLOYEE AND DETERMINES A PERCENTAGE FOR A RAISE. THE PERCENTAGES AND SALARIES ARE DETERMINED BASED ON THE ORGANIZATION'S BUDGET AND OTHER ECONOMIC DEVELOPMENT AGENCIES IN TEXAS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 WILL BE MADE AVAILABLE TO BOARD MEMBERS AND PARTNERS UPON REQUEST.