2018-11-13T12:35:42-06:00 2017-12-31 420714325 RSM US LLP 1001 LAKESIDE AVE SUITE 200 CLEVELAND OH 441141152 990 2017-01-01 340149250 GREATER CLEVELAND PARTNERSHIP GREA 2166213300 1240 HURON ROAD E NO 300 CLEVELAND OH 44115 YVETTE M ITTU EXEC VP - FINANCE & OPERATIONS 2166213300 2018-11-13 1 KAREN O CRIM P00368385 2165231900 108.171.131.188 2018-11-13 08:04:52 ES P 427CB1DADF79ACA5E606B9DCEDE89A8A32B67430 427CB1DADF79ACA5E606B9DCEDE89A8A32B67430 2017 2019-02-21 02:37:17Z JOSEPH D ROMAN 1240 HURON ROAD E NO 300 CLEVELAND OH 44115 28835620 0 X WWW.GCPARTNERSHIP.COM X 1967 OH BUSINESS ASSOCIATION MOBILIZING PRIVATE SECTOR LEADERSHIP, EXPERTISE, AND RESOURCES. 71 71 76 87 87962 -4926 7058138 100017 3329431 10639618 670968 589343 19880 22924 11078417 11351902 0 0 0 0 7009551 7294129 0 0 0 5956631 5624013 12966182 12918142 -1887765 -1566240 37210837 36351300 3652699 4548213 33558138 31803087 X AS AN ASSOCIATION OF BUSINESS MEMBERS, THE GREATER CLEVELAND PARTNERSHIP (GCP) MOBILIZES PRIVATE-SECTOR LEADERSHIP, EXPERTISE, AND RESOURCES TO CREATE JOBS AND LEVERAGE INVESTMENT TO IMPROVE THE ECONOMIC VITALITY OF THE REGION. 0 0 MEMBER PROGRAMMING:THE GREATER CLEVELAND PARTNERSHIP (GCP) HAS FURTHER DEVELOPED AND EVOLVED THE UNIFIED ECONOMIC DEVELOPMENT STRATEGY CREATED IN 2016, WHICH BETTER CONNECTED THE WORK OF THE COUNCIL OF SMALLER ENTERPRISES (COSE) AND THE GCP'S OTHER PROGRAMS- THE COMMISSION ON ECONOMIC INCLUSION, ACCELERATING MIDDLE MARKET PROGRESS (AMMP), AND OHTEC. IN DOING SO, THE STRONGER COLLABORATION HAS PRODUCED MORE SIGNIFICANT IMPACT ACROSS BUSINESSES OF ALL SIZES AND IS ENSURING A LONG-TERM SEAT AT THE TABLE FOR SMALL, MIDDLE-MARKET, AND TECH INDUSTRY BUSINESSES, AS WELL AS FOR OUR REGION'S LARGE COMPANIES. SOME HIGHLIGHTS INCLUDE:CONTINUED ON SCHEDULE OMEMBERSHIP: FROM THE LOCAL ENTREPRENEUR, TO THE MIDDLE-MARKET BUSINESS, TO THE GLOBAL FORTUNE 500 COMPANY, THE MEMBER-LED GCP REPRESENTS THE INTERESTS OF MORE THAN 10,000 COMPANIES ACROSS THE REGION.BUILDING MOMENTUM: ADDED MORE THAN 2,023 NEW MEMBERSHIPS IN 2017.ACCESS TO RESOURCES: PROVIDED DIRECT ACCESS TO ADVOCACY, PROFESSIONAL DEVELOPMENT, EDUCATION, AND POWERFUL PEER-TO-PEER NETWORKING.ECONOMIC DEVELOPMENT: LEVERAGED MEMBERSHIP DOLLARS TO SUPPORT ECONOMIC DEVELOPMENT ACROSS NORTHEAST OHIO.CRITICAL RESOURCES: PROVIDED CRITICAL RESOURCES, INCLUDING ENROLLING MORE THAN 2,500 NEW BUSINESSES IN THE COSE HEALTH AND WELLNESS TRUST; CREATED MORE THAN $7 MILLION IN SAVINGS FOR MEMBERS IN ITS WORKERS' COMPENSATION PROGRAM; AND OVERSAW MORE THAN $3.2 MILLION IN REBATES TO COMPANIES FOR THEIR ENERGY INVESTMENTS.CLEVELAND CHAIN REACTION: ALONGSIDE CLEVELAND NEIGHBORHOOD PROGRESS AND GLAZEN URBAN, PROMOTED ECONOMIC DEVELOPMENT IN SLAVIC VILLAGE THROUGH CLEVELAND CHAIN REACTION (A FOLLOW-UP TO LEBRON JAMES' POPULAR CLEVELAND HUSTLES SHOW) THAT PROVIDED DIRECT INVESTMENT IN FIVE SMALL BUSINESSES IN THE NEIGHBORHOOD AND WILL CREATE AN ESTIMATED 65 TO 100 NEW JOBS BY THE END OF 2019.EDUCATION AND NETWORKING: BROUGHT MEMBERS TOGETHER THROUGH 58 EDUCATION AND NETWORKING EVENTS ATTENDED BY NEARLY 3,500 PEOPLE AND DELIVERED 1,600 APPOINTMENTS WITH SMALL BUSINESS SUPPLIERS TO LARGE BUSINESS PURCHASERS THROUGH B2B MATCHMAKER.ACCELERATING MIDDLE MARKET PROGRESS: THE GCP MIDDLE MARKET INITIATIVE CONTINUED ITS COMMITMENT TO THE CREATION OF A VIBRANT BUSINESS COMMUNITY FOR MIDDLE-MARKET COMPANIES IN NORTHEAST OHIO.MIDDLE MARKET FORUMS: HOSTED A SERIES OF MIDDLE MARKET FORUMS THAT PROVIDED INSIGHT INTO SEVERAL CRITICAL ISSUES FOR BUSINESS LEADERS, INCLUDING THE RETENTION OF THE REGION'S WORKFORCE, INNOVATION AND COMPETITIVE INTELLIGENCE, AND A SPECIAL REPORT FROM THE FEDERAL RESERVE ON THE STATE OF THE ECONOMY. KNOWLEDGE CENTER: SPARKED IDEAS AND CONNECTIONS THAT SUPPORT THESE COMPANIES' GROWTH STRATEGIES THROUGH THE MIDDLE-MARKET KNOWLEDGE CENTER, AN ONLINE REPOSITORY FOR REGIONAL AND NATIONAL DATA, RESEARCH AND TRENDS. WORKED WITH A STRATEGIC PARTNER, THE NATIONAL CENTER FOR THE MIDDLE MARKET, A PARTNERSHIP OF THE OHIO STATE UNIVERSITY FISHER COLLEGE OF BUSINESS, SUNTRUST BANKS, INC., GRANT THORNTON LLP, AND CISCO SYSTEMS, TO PROVIDE KNOWLEDGE, LEADERSHIP, AND INNOVATIVE RESEARCH ON THE U.S. MIDDLE MARKET.OHTEC: INNOVATION, SPECIFICALLY TECHNOLOGICAL INNOVATION, IS THE LIFEBLOOD OF MANY OF THE COMPANIES IN GREATER CLEVELAND. OHTEC, A PROGRAM OF THE GCP, WORKS TO CONNECT THE FABRIC OF THE REGION'S IT LANDSCAPE AND EDUCATES ITS LEADERS SO THEY CAN CONTINUE THE GROWTH AND DEVELOPMENT OF NORTHEAST OHIO'S TECH BUSINESSES. BUILDING CONNECTIONS: THROUGH ROUND TABLES, NETWORKING NIGHTS, AND OTHER EVENTS, HELPED CONNECT LEADING TECH THOUGHT LEADERS FROM ACROSS THE REGION.BEST OF TECH: RECOGNIZED PIONEERING PROFESSIONALS AND COMPANIES AT THE 2017 BEST OF TECH AWARDS.CIO SYMPOSIUM: BROUGHT TOGETHER IT LEADERS FROM ACROSS THE REGION FOR A DAY FULL OF TECH-RELATED EDUCATION AT THE 2017 CIO SYMPOSIUM. THE EVENT INCLUDED KEYNOTE SPEAKERS, BREAKOUT SESSIONS, TECH TALKS FOCUSED ON TECH TRENDS, INSIGHTS ON THE FUTURE OF TECH, EXECUTIVE LEADERSHIP STRATEGIES, AND MORE.COSE: AS THE SMALL BUSINESS PROGRAM OF THE GREATER CLEVELAND PARTNERSHIP, COSE (COUNCIL OF SMALLER ENTERPRISES) HAS SUPPORTED AND ADVOCATED FOR THE SMALL BUSINESSES IN THE REGION SINCE 1972. AS THE REGION'S SMALL BUSINESS EXPERT ORGANIZATION, COSE OFFERS ITS MEMBERS NETWORKING AND EDUCATIONAL EVENTS, ADVOCACY ON LEGISLATIVE AND REGULATORY ISSUES, AND COST-EFFECTIVE GROUP PURCHASING PROGRAMS. THROUGH A DEEP UNDERSTANDING OF SMALL BUSINESSES, COSE PROVIDES THE RIGHT SOLUTIONS AND RESOURCES TO HELP BUSINESS OWNERS SUCCEED - EVERY DAY - BECAUSE SMALL BUSINESS GROWTH AND SUCCESS IS THE ORGANIZATION'S PRIORITY. PHYSICAL DEVELOPMENT:RECOGNIZING THE IMPORTANCE OF STRATEGIC COLLABORATION AMONG PUBLIC, PRIVATE, AND NONPROFIT ORGANIZATIONS, THE GCP CONCENTRATES SIGNIFICANT RESOURCES TOWARD REINVESTMENT IN GREATER CLEVELAND AND NORTHEAST OHIO. IN 2017, THIS WAS BEST ILLUSTRATED BY: - DELIVERING ON GCP'S CORE MISSION AND ALIGNING WITH ITS PUBLIC POLICY AGENDA TO ADVANCE ECONOMIC VITALITY OF GREATER CLEVELAND AND NORTHEAST OHIO- SUPPORTING CIVIC LEADERSHIP BY ASSISTING WITH THE CREATION OF STRATEGIES TOWARD THE REVITALIZATION OF THE REGIONCONTINUED ON SCHEDULE O- BEING DEDICATED TO DRIVE THE RESURGENCE OF AND REINVESTMENT IN ECONOMIC DEVELOPMENT OF CLEVELAND AND ITS SURROUNDING SUBURBS- LEVERAGING DEVELOPMENT OF MAJOR INFRASTRUCTURE PROJECTS- PROMOTING INNOVATIVE PUBLIC POLICY AND SUSTAINED INVESTMENT EFFORTS THAT CONTRIBUTE TOWARD THE REVITALIZATION OF CLEVELAND AND THE REGION.IN ADDITION, TARGETED PHYSICAL DEVELOPMENT IS AN IMPORTANT ELEMENT OF THE GCP'S STRATEGY. THE GCP WORKS WITH ITS REAL ESTATE DEVELOPMENT AFFILIATE, CLEVELAND DEVELOPMENT ADVISORS (CDA), AND ITS EXTERNAL PARTNERS TO LEVERAGE AND CONNECT EXISTING ASSETS AND CREATE NEW CATALYTIC PROJECTS THAT STIMULATE FURTHER ECONOMIC DEVELOPMENT. OUR GOALS INCLUDE LEVERAGING CLEVELAND'S MAJOR ECONOMIC DEVELOPMENT ASSETS TO CREATE AN INCLUSIVE CITY WITH A COMPETITIVE HOUSING MARKET DOWNTOWN AND IN CITY NEIGHBORHOODS THAT WILL ATTRACT ECONOMICALLY DIVERSE INDIVIDUALS AND FAMILIES. IN 2017, CDA INVESTED $18.5 MILLION OF DIRECT FINANCING AND $38 MILLION OF NEW MARKETS TAX CREDIT ALLOCATION INTO 10 PROJECTS IN GREATER CLEVELAND THAT HAVE RESULTED IN 562 HOUSING UNITS AND OVER 300,000 SQUARE FEET OF COMMERCIAL SPACE. THESE PROJECTS HAVE GENERATED OVER $445 MILLION OF TOTAL DEVELOPMENT. LASTLY, THE ECONOMIC STRENGTH OF A REGION IS RELIANT UPON STRONG PARTNERSHIPS. PRIVATE ENTERPRISE REQUIRES DEPENDABLE PUBLIC INFRASTRUCTURE AND TRANSPORTATION SYSTEMS TO THRIVE AND GROW. PUBLIC STEWARDS MUST UNDERSTAND THE NEEDS AND CHALLENGES OF THE BUSINESS SECTOR TO MAKE DECISIONS THAT EFFECTIVELY AND EFFICIENTLY SUPPORT ECONOMIC GROWTH AND JOB CREATION. THIS SYMBIOTIC RELATIONSHIP REQUIRES OPEN, HONEST COMMUNICATION AND A CULTURE OF TRUST TO PRODUCE THE POSITIVE IMPACT BOTH SECTORS STRIVE TO CREATE. THE GREATER CLEVELAND CIVIC CONNECTION SERVES AS A FORUM FOR PUBLIC- AND PRIVATE-SECTOR LEADERSHIP TO ENGAGE AND COLLABORATE ON PROJECTS AND ISSUES OF CRITICAL IMPORTANCE TO THE ECONOMIC CLIMATE OF NORTHEAST OHIO. GREATER CLEVELAND CIVIC CONNECTION LEVERAGES THE STRENGTH OF THE REGION'S BUSINESS COMMUNITY THROUGH THE GCP AND PROVIDES DIRECT INTERACTION WITH PUBLIC-SECTOR LEADERSHIP TO HELP IDENTIFY CRITICAL INFRASTRUCTURE NEEDS, ARTICULATE THE CHALLENGES, AND WORK TOWARD A SOLUTION THAT BENEFITS NORTHEAST OHIO'S ECONOMIC WELL-BEING. BUSINESS DEVELOPMENT:THE GCP'S BUSINESS DEVELOPMENT TEAM'S MISSION IS COMMITMENT TO RETAINING, ADVANCING THE GROWTH OF, AND CREATING NEW OPPORTUNITIES FOR LOCAL BUSINESSES TO INCREASE THE ECONOMIC WEALTH AND VITALITY OF GREATER CLEVELAND. DURING 2017, THE GCP BUSINESS DEVELOPMENT TEAM SERVED AS A CRITICAL PARTNER IN 53 BUSINESS EXPANSION AND ATTRACTION PROJECTS IN CUYAHOGA COUNTY THAT WILL RESULT IN NEARLY 7,000 NEW JOBS AND OVER $1 BILLION IN CAPITAL INVESTMENT. ADDITIONAL ACCOMPLISHMENTS THROUGHOUT THE YEAR INCLUDED:CONTINUED ON SCHEDULE OAMAZON FULFILLMENT CENTERS: GCP, IN COLLABORATION WITH STATE, REGIONAL, AND LOCAL PARTNERS, WORKED WITH OFFICIALS FROM ONLINE RETAILER AMAZON IN ITS EFFORTS TO CONSTRUCT MASSIVE FULFILLMENT CENTERS ON TWO FORMER RETAIL SITES AT EUCLID SQUARE MALL IN THE CITY OF EUCLID AND RANDALL PARK MALL IN THE VILLAGE OF NORTH RANDALL. THESE LARGE SITES WITH LONG-VACANT BUILDINGS REPRESENTED TREMENDOUS REDEVELOPMENT OPPORTUNITIES FOR NORTHEAST OHIO BUT REQUIRED SIGNIFICANT PROPERTY ASSEMBLY, RECONFIGURATION, DEMOLITION, AND REMEDIATION TO SUPPORT AMAZON'S DISTRIBUTION OPERATIONS. AMAZON COMMITTED TO CONSTRUCTING BOTH NEW FACILITIES THAT, WHEN COMPLETED, WILL CREATE A COMBINED 3,000 JOBS FOR THE REGION.PROGRESSIVE EXPANSION: THE BUSINESS DEVELOPMENT TEAM WAS ALSO INSTRUMENTAL IN AIDING PROGRESSIVE INSURANCE - ONE OF THE COUNTRY'S LARGEST AUTO INSURANCE GROUPS - WITH A NATIONALLY-COMPETITIVE EXPANSION PROJECT. THE NEW 96,000-SQUARE-FOOT FACILITY IN HIGHLAND HEIGHTS WILL ADD 900 NEW JOBS TO THE NEARLY 10,000 EXISTING JOBS IN THE REGION WHILE FURTHER ANCHORING PROGRESSIVE'S HEADQUARTERS PRESENCE IN GREATER CLEVELAND. GCP CONTINUES TO WORK WITH ITS ECONOMIC DEVELOPMENT PARTNERS TO RETAIN AND CREATE JOBS AND ATTRACT INVESTMENT TO OUR REGION. THOSE PARTNERS INCLUDE BIOENTERPRISE, CLEVELAND PLUS, JUMPSTART, MANUFACTURING ADVOCACY AND GROWTH NETWORK (MAGNET), AND TEAM NEO. ADVOCACY:THE GCP'S ADVOCACY TEAM WORKS WITH POLITICAL LEADERS TO CREATE CONDITIONS THAT WILL MAXIMIZE THE ECONOMIC DEVELOPMENT POTENTIAL FOR ALL GREATER CLEVELANDERS. THEY ALSO INTERACT WITH THE BUSINESS COMMUNITY TO IDENTIFY PRIORITY ISSUES FOR THE PRIVATE SECTOR. SOME SIGNIFICANT VICTORIES WERE ACHIEVED IN 2017 FOR THE BUSINESS COMMUNITY LOCALLY AND THROUGHOUT OHIO AND ARE HIGHLIGHTED BELOW.CLEVELAND TRANSFORMATION ALLIANCE: GCP SUPPORTED ADVOCACY EFFORTS TO REMOVE THE SUNSET PROVISION FOR THE CLEVELAND TRANSFORMATION ALLIANCE IN STATE LAW. THE ALLIANCE IS LED BY THE MAYOR AND COMPRISED OF REPRESENTATIVES FROM THE BUSINESS, EDUCATION, AND CIVIC COMMUNITIES AND PLAYS AN IMPORTANT ROLE IN MONITORING THE SUCCESS OF THE CLEVELAND PLAN FOR TRANSFORMING SCHOOLS.JOB CREATION TAX CREDITS: WHEN THE GOVERNOR SIGNED THE STATE BUDGET INTO LAW, IT INCLUDED A PROVISION THAT GCP CHAMPIONED TO ALLOW ELIGIBLE EMPLOYERS APPLYING FOR THE JOB CREATION TAX CREDIT TO COUNT QUALIFYING WORK-FROM-HOME EMPLOYEES IN THEIR JOB CREATION TOTALS.STATE CAPITAL BILL: GCP RELEASED ITS LIST OF STATE CAPITAL BILL PRIORITIES. THE ORGANIZATION PLAYED A CRITICAL ROLE IN EFFORTS TO SUPPORT HIGH IMPACT ECONOMIC AND COMMUNITY DEVELOPMENT PROJECTS IN THE REGION.STATE TAX REFORM: PROPOSED MODIFICATIONS WERE AVOIDED THAT WOULD HAVE ENACTED A SHIFT OF THE STATE TAX BURDEN, INCLUDING, BUT NOT LIMITED TO, CHANGES RELATED TO INCOME, SALES AND THE COMMERCIAL ACTIVITY TAX. THE 100% BUSINESS TAX DEDUCTION ON THE FIRST $250,000 IN BUSINESS INCOME REMAINS IN PLACE. FEDERAL TAX REFORM: GCP LEADERSHIP AND STAFF WORKED CLOSELY WITH THE ENTIRE OHIO CONGRESSIONAL DELEGATION TO HELP RESOLVE DIFFERENCES BETWEEN COMPETING TAX REFORM INITIATIVES. THE TIME AND ENERGY INVESTED WAS CRUCIAL IN PRESERVING KEY ECONOMIC DEVELOPMENT TOOLS LIKE THE NEW MARKETS TAX CREDIT AND HISTORIC TAX CREDIT, WHICH ADVANCE AND ENHANCE ECONOMIC DEVELOPMENT IN GREATER CLEVELAND.FEDERAL & DEFENSE ASSETS: NORTHEAST OHIO IS HOME TO KEY FEDERAL ASSETS - LIKE NASA GLENN RESEARCH CENTER - THAT HAVE A SIGNIFICANT ECONOMIC IMPACT ON THE REGION. MAXIMIZING THE VALUE AND OPPORTUNITIES FOR THESE ASSETS CONTINUES TO BE A KEY PRIORITY FOR GCP.GREAT LAKES METRO CHAMBERS: GCP IS CO-LEADING THE GREAT LAKES METRO CHAMBERS COALITION - A NATIONAL COALITION OF CHAMBERS THAT ADVOCATES COLLECTIVELY ON FEDERAL POLICY PRIORITIES FOR THE REGION. GCP'S FEDERAL IMPACT AND INFLUENCE WILL GROW SIGNIFICANTLY OVER THE NEXT YEAR THROUGH THIS WORK.GCP WILL CONTINUE TO SUPPORT ACTIVITY THAT STRENGTHENS OUR COMPETITIVENESS AND VITALITY FOR CONTINUED ECONOMIC GROWTH. 0 0 0 1 0 0 0 0 0 1 1 0 0 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 1 0 1 62 0 1 76 1 1 1 0 0 0 1 1 0 X 71 71 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JOHN LUTERAN 2166213300 1240 HURON ROAD E NO 300 CLEVELAND OH 44115 ANTONUCCI JOHN DIRECTOR 1.00 0.00 X 0 0 0 ARNOLD CRAIG DIRECTOR 1.00 2.00 X 0 0 0 BALLARD BRENT DIRECTOR 1.00 0.00 X 0 0 0 BANSAL NEVIN DIRECTOR 1.00 0.00 X 0 0 0 BERG JODI DIRECTOR 1.00 0.00 X 0 0 0 BERKMAN RONALD DIRECTOR 1.00 0.00 X 0 0 0 BOLAND JULIE DIRECTOR 1.00 0.00 X 0 0 0 BUESCHER BRENDAN DIRECTOR 1.00 0.00 X 0 0 0 CARMICHAEL JOHN DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 CHAIKIN SCOTT DIRECTOR 1.00 2.00 X 0 0 0 CHESNES SHARLENE DIRECTOR 1.00 0.00 X 0 0 0 CHIRICOSTA RICHARD CHAIR 2.00 4.00 X X 0 0 0 CLARK PAUL DIRECTOR 1.00 2.00 X 0 0 0 COLEMAN LONNIE DIRECTOR 1.00 0.00 X 0 0 0 COSGROVE TOBY DIRECTOR 1.00 0.00 X 0 0 0 DIROCCO JOSEPH DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 DOLAN PAUL DIRECTOR 1.00 0.00 X 0 0 0 FELICIANO JOSE DIRECTOR 1.00 0.00 X 0 0 0 FLEMING DARRIN DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 GANSKE LYLE DIRECTOR, LEFT AS OF 6/7/17 1.00 2.00 X 0 0 0 GRZYBICKI ADAM DIRECTOR 1.00 0.00 X 0 0 0 HAMBRICK JAMES DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 HAMILTON JEFF DIRECTOR 1.00 0.00 X 0 0 0 HAUGE ERIC DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 HILTON MICHAEL DIRECTOR 1.00 0.00 X 0 0 0 HIPPLE RICHARD DIRECTOR 1.00 0.00 X 0 0 0 JOHNSON KEVIN DIRECTOR 1.00 0.00 X 0 0 0 JONES CHUCK DIRECTOR 1.00 2.00 X 0 0 0 JULIANO ELIZABETH DIRECTOR 1.00 0.00 X 0 0 0 KAUFMAN ELLIOT ROXANNE DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 KELSHEIMER JERRY DIRECTOR THEN TREASURER AS OF 6/7/17 2.00 4.00 X X 0 0 0 KESTNER R STEVEN DIRECTOR 1.00 0.00 X 0 0 0 KNIGHT TIMOTHY DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 KOMOROSKI LEN DIRECTOR 1.00 0.00 X 0 0 0 LACEY BILL DIRECTOR 1.00 0.00 X 0 0 0 LAISURE DARYL DIRECTOR 1.00 0.00 X 0 0 0 LARGENT III ED DIRECTOR 1.00 0.00 X 0 0 0 LARUE DAVID DIRECTOR 1.00 0.00 X 0 0 0 LENNOX HEATHER DIRECTOR 1.00 0.00 X 0 0 0 LOGAN LISA DIRECTOR, LEFT AS OF 6/7/17 1.00 0.00 X 0 0 0 LOPEZ JOE DIRECTOR 1.00 2.00 X 0 0 0 LUCARELLI JAY DIRECTOR 1.00 0.00 X 0 0 0 MACINTOSH JOHN DIRECTOR 1.00 0.00 X 0 0 0 MAPES CHRISTOPHER DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW BONNIE DIRECTOR 1.00 0.00 X 0 0 0 MONTGOMERY MARVIN DIRECTOR 1.00 0.00 X 0 0 0 MOONEY BETH DIRECTOR 1.00 2.00 X 0 0 0 MORENO BERNIE DIRECTOR 1.00 0.00 X 0 0 0 MORIKIS JOHN DIRECTOR 1.00 2.00 X 0 0 0 MUELLER SCOTT DIRECTOR 1.00 0.00 X 0 0 0 MURPHY JEFF DIRECTOR 1.00 0.00 X 0 0 0 MURPHY MERRICK DIRECTOR 1.00 0.00 X 0 0 0 MYEROFF RANDALL DIRECTOR 1.00 0.00 X 0 0 0 NANCE FREDERICK DIRECTOR 1.00 2.00 X 0 0 0 NOONAN ANNE DIRECTOR 1.00 0.00 X 0 0 0 OSCAR LAWRENCE DIRECTOR 1.00 0.00 X 0 0 0 OUIMET MATTHEW DIRECTOR 1.00 0.00 X 0 0 0 PATTERSON ROBERT DIRECTOR 1.00 0.00 X 0 0 0 READ DEBORAH DIRECTOR 1.00 2.00 X 0 0 0 REAZE-CONIGLIO GWENAY DIRECTOR 1.00 0.00 X 0 0 0 REYNOLDS TIM DIRECTOR 1.00 2.00 X 0 0 0 RICHARDSON SEAN DIRECTOR 1.00 0.00 X 0 0 0 ROSS MARK DIRECTOR 1.00 0.00 X 0 0 0 RUTLEDGE DEBORAH DIRECTOR 1.00 0.00 X 0 0 0 SAFIER RION DIRECTOR 1.00 2.00 X 0 0 0 SCHNUR ERIC DIRECTOR 1.00 0.00 X 0 0 0 SMITH ROBERT C TREASURER THRU 6/7/17, THEN DIRECTOR 2.00 4.00 X X 0 0 0 SNYDER BARBARA DIRECTOR 1.00 2.00 X 0 0 0 STANEK MICHAEL DIRECTOR 1.00 2.00 X 0 0 0 STEINHOUSE SAMUEL DIRECTOR 1.00 0.00 X 0 0 0 SULLIVAN FRANK DIRECTOR 1.00 0.00 X 0 0 0 TAYLOR JR EDDIE DIRECTOR 1.00 2.00 X 0 0 0 TOEREK SHARON DIRECTOR 1.00 2.00 X 0 0 0 TOROK GABRIEL DIRECTOR 1.00 0.00 X 0 0 0 VASQUEZ JOSE DIRECTOR 1.00 0.00 X 0 0 0 WEISS JEFFREY DIRECTOR 1.00 0.00 X 0 0 0 WILLIAMS THOMAS DIRECTOR 1.00 2.00 X 0 0 0 YOUNG JOHN DIRECTOR 1.00 0.00 X 0 0 0 ZANG ALAN DIRECTOR 1.00 0.00 X 0 0 0 ZENTY THOMAS DIRECTOR 1.00 2.00 X 0 0 0 ITTU YVETTE EVP FINANCE & OPERATIONS 37.00 3.00 X 269870 16131 68756 ROMAN JOSEPH PRESIDENT 35.00 5.00 X 526018 66477 109343 JANIK DEB SVP BUSINESS & R/E DEVL 40.00 0.00 X 234402 0 21092 KIM MEGAN MANAGING VP 40.00 0.00 X 161858 0 27121 MCGANN MARTIN SENIOR VP GOV'T ADVOCACY 40.00 0.00 X 188064 0 42815 FEDERICO PAUL VP INVESTOR DEVELOPMENT 40.00 0.00 X 198867 0 32792 LUCA STEVEN MANAGING VP - CDA 40.00 0.00 X 171078 0 40080 LUTERAN JOHN VP FINANCE 33.00 7.00 X 199978 43424 32937 MARBURY SHANA GENERAL COUNSEL 36.00 4.00 X 199829 17729 17517 MILLARD STEVE - EVP PRODUCTS FNDN & SMALL BUSINESS INITIATIVES 24.00 16.00 X 213123 142083 41064 2363087 285844 433517 18 0 1 0 DIX & EATON 200 PUBLIC SQUARE SUITE 3900 CLEVELAND OH 44114 CONSULTING SERVICES 165423 SQUIRE PATTON BOGGS (US) LLP PO BOX 643051 CINCINNATI OH 45264 GOVERNMENT RELATIONS SERVICES 121508 2 100017 100017 MEMBERSHIP DUES 813920 7398613 7398613 PROGRAM REVENUE 900099 3209652 3121690 87962 ADVANCED CLEVELAND DEV. FUND 523900 51594 51594 ADMINISTRATIVE FEES 900099 15604 15604 JUMPSTART NEXT FUND, LLC 523900 -35845 -35845 10639618 589463 589463 13972 0 13972 13972 13972 17483598 17483718 -120 -120 -120 REIMBURSEMENTS 900099 6000 6000 2952 2952 8952 11351902 10551656 87962 612267 1633192 4623467 145571 632502 259397 75140 80505 161500 934577 101875 213466 75856 541715 139998 606346 876456 60673 SPONSORSHIPS 1255763 MEMBERSHIPS 137822 362321 12918142 1500 1500 932318 1074652 1160851 1620135 500000 500000 313905 382974 12292883 5025411 2391798 7267472 29926750 22916738 1983715 2587829 37210837 36351300 1797650 2446450 723211 1110232 1131838 991531 3652699 4548213 X 33288502 31551201 269636 251886 33558138 31803087 37210837 36351300 -1566240 -188811 0 X X 0 1 X 1 0 0 0 0 7398613 492354 -604277 -111923 628882 -740805 1075600 1075600 4318367 59977 4258390 4553723 3029845 1523878 2345193 1935589 409604 7267472 INVESTMENT IN LIFE INSURANCE POLICY 991531 C INVESTMENT IN ACDF 1297594 C INVESTMENT IN JUMPSTART NEXTFUND 298704 C 2587829 DEFERRED COMPENSATION 991531 991531 X PART X, LINE 2: THE GREATER CLEVELAND PARTNERSHIP AND ITS SUBSIDIARIES ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, GREATER CLEVELAND PARTNERSHIP AND ITS SUBSIDIARIES MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON TECHNICAL MERITS OF THE POSITION. AT DECEMBER 31, 2017 AND 2016, MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. GCP IS NOT SUBJECT TO TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS ENDING DECEMBER 31, 2014 AND PRIOR. X X X X X 0 1 0 ITTU YVETTE EVP FINANCE & OPERATIONS 236411 14131 31464 1881 1995 119 36321 2171 28557 1707 334748 20009 0 0 ROMAN JOSEPH PRESIDENT 450455 56928 67917 8583 7646 966 75453 9536 21621 2733 623092 78746 0 0 JANIK DEB SVP BUSINESS & R/E DEVL 211146 0 21290 0 1966 0 9459 0 11633 0 255494 0 0 0 KIM MEGAN MANAGING VP 145997 0 15000 0 861 0 6696 0 20425 0 188979 0 0 0 MCGANN MARTIN SENIOR VP GOV'T ADVOCACY 173988 0 12996 0 1080 0 7551 0 35264 0 230879 0 0 0 FEDERICO PAUL VP INVESTOR DEVELOPMENT 141135 0 56325 0 1407 0 8255 0 24537 0 231659 0 0 0 LUCA STEVEN MANAGING VP - CDA 152904 0 17000 0 1174 0 7246 0 32834 0 211158 0 0 0 LUTERAN JOHN VP FINANCE 185912 40369 11502 2498 2564 557 8191 1779 18870 4097 227039 49300 0 0 MARBURY SHANA GENERAL COUNSEL 182515 16193 15992 1419 1322 117 7679 681 8411 746 215919 19156 0 0 MILLARD STEVE - EVP PRODUCTS FNDN & SMALL BUSINESS INITIATIVES 190507 127005 21518 14346 1098 732 6480 4320 18158 12106 237761 158509 0 0 PART I, LINE 4B THE PRESIDENT, JOSEPH D. ROMAN, PARTICIPATES IN THE ORGANIZATION'S SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. NO AMOUNT WAS ACTUALLY PAID TO HIM DURING THE YEAR. THE CHANGE IN ACTUARIAL VALUE OF THIS BENEFIT WAS $74,189 FOR 2017. THE EXECUTIVE VICE PRESIDENT OF FINANCE AND OPERATIONS, YVETTE ITTU, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED 457(F) PLAN. IN 2017, THE ORGANIZATION CONTRIBUTED $27,692 TO HER 457(F) PLAN. FORM 990, PART IV, LINE 12 AUDITED FINANCIAL STATEMENTS THE FINANCIAL STATEMENTS AND RELATED STATEMENTS OF ACTIVITIES, FUNCTIONAL EXPENSES, AND CASH FLOWS OF GREATER CLEVELAND PARTNERSHIP (GCP) WERE AUDITED ON A CONSOLIDATED BASIS. THE CONSOLIDATED STATEMENTS INCLUDE GCP AND ITS FOUR (4) RELATED ORGANIZATIONS. REFER TO FORM 990 SCHEDULE R FOR DETAILS OF THE RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 IN ADDITION TO THE ORGANIZATION'S GOVERNING BODY ITSELF, ACTING IN SUCH CAPACITY, GCP HAS TWO TYPES OF VOTING MEMBERS - "REGULAR MEMBERS AND "EMERITUS MEMBERS" - WHO HAVE THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY, WHETHER PERIODICALLY, AS VACANCIES ARISE, OR OTHERWISE. IN ADDITION, THE BOARD CHAIR ALONE HAS THE RIGHT TO APPOINT CERTAIN DIRECTORS AND BOARD LIAISONS. RIGHTS OF "REGULAR MEMBERS" INCLUDE: 1) CALL SPECIAL MEETINGS 2) ADD AGENDA ITEMS AND BRING BUSINESS BEFORE A MEETING OF THE MEMBERS 3) NOMINATE REPRESENTATIVES AS A CANDIDATE FOR DIRECTOR 4) RECEIVE FROM THE CHAIR OF THE BOARD AT THE ANNUAL MEETING A REVIEW OF THE ACTIVITIES OF THE CORPORATION 5) CAST ONE VOTE IN PERSON, BY PROXY, OR BY MAIL ON EACH MATTER PROPERLY SUBMITTED FOR A VOTE TO THE MEMBERS, INCLUDING ELECTING THE BOARD OF DIRECTORS 6) FORM A BOARD, EXCHANGE, SOCIETY, OR ASSOCIATION 7) WAIVE NOTICE OF A MEETING BY WRITTEN WAIVER OR ATTENDANCE 8) TAKE ANY ACTION IN WRITING THAT COULD BE TAKEN AT A MEETING OF THE MEMBERS 9) DISSOLVE THE CORPORATION RIGHTS OF "EMERITUS MEMBERS" INCLUDE: 1) SAME AS "REGULAR MEMBERS" RIGHTS OF THE GCP BOARD CHAIR INCLUDE THE ABILITY TO APPOINT SPECIAL DIRECTORS AND LIAISONS UPON RECOMMENDATION OF THE NOMINATING COMMITTEE. THESE APPOINTMENTS CONSIST OF: 1) PAST CHAIR. A PAST CHAIRMAN OF THE CORPORATION MAY BE APPOINTED AS A SPECIAL DIRECTOR BASED UPON PAST SERVICE AS CHAIRMAN, UPON RECOMMENDATION OF THE NOMINATING COMMITTEE. A PAST CHAIR MAY SERVE ON THE BOARD IN SUCH CAPACITY AS LONG AS HE OR SHE REMAINS ACTIVELY EMPLOYED AS THE HIGHEST RANKING OFFICIAL, PARTNER, OR MEMBER WITHIN THE CLEVELAND OFFICE OF THE MEMBER BY WHICH THE PAST CHAIR WAS EMPLOYED WHILE SERVING AS CHAIRMAN OF THE CORPORATION. WHILE A PAST CHAIR IS A MEMBER OF THE BOARD OF DIRECTORS, HE OR SHE SHALL BE THE SOLE CORPORATION DIRECTOR REPRESENTATIVE OF THE MEMBER COMPANY OR INSTITUTION WITH WHICH HE OR SHE IS AFFILIATED. 2) FEDERAL INSTALLATION LIAISONS. THE HIGHEST-RANKING OFFICIAL WITHIN THE CLEVELAND INSTALLATION OF EACH FEDERAL INSTALLATION SHALL BE APPOINTED AS A FEDERAL INSTALLATION LIAISON TO THE BOARD. SUCH LIAISON SHALL HAVE NO VOTING RIGHTS OR FIDUCIARY RESPONSIBILITIES TO THE CORPORATION. 3) OTHER NON-VOTING DIRECTORS. APPOINTMENT OF CERTAIN NON-VOTING DIRECTORS FOR A TERM OF ONE YEAR SHALL BE PERMITTED. SUCH NON-VOTING DIRECTOR SHALL BE THE HIGHEST-RANKING EMPLOYEE OF A MEMBER, OR THE APPROVED DESIGNEE PURSUANT TO ARTICLE II, SECTION 7(III), AND HAVE NO VOTING RIGHTS OR FIDUCIARY RESPONSIBILITIES TO THE CORPORATION. 4) EMERITUS DIRECTORS. APPOINTMENT OF EMERITUS DIRECTORS SHALL BE PERMITTED. AN EMERITUS DIRECTOR SHALL BE A PAST CHAIR WHO HAS SERVED THE CORPORATION WITH DISTINCTION AND IS RETIRED OR OTHERWISE SEPARATED FROM THE MEMBER WITH WHICH HE OR SHE WAS EMPLOYED AT THE TIME HE OR SHE WAS FIRST ELECTED AS CHAIRMAN OF THE CORPORATION. EMERITUS DIRECTORS SHALL HAVE VOTING PRIVILEGES AND BE COUNTED FOR QUORUM PURPOSES. FORM 990, PART VI, SECTION A, LINE 7A REFER TO LINE 6 EXPLANATION ABOVE. FORM 990, PART VI, SECTION A, LINE 7B REFER TO LINE 6 EXPLANATION ABOVE. FORM 990, PART VI, SECTION B, LINE 11B FINANCE STAFF, IN CONJUNCTION WITH TAX PREPARERS, COMPILES THE INFORMATION NEEDED TO COMPLETE THE FORM 990. UPON COMPLETION, FINANCE MANAGEMENT CONDUCTS A DETAILED REVIEW OF THE RETURN AND MAKES FINAL ADJUSTMENTS, IF NECESSARY. THE RETURNS ARE PROVIDED TO THE AUDIT, FINANCE, AND EXECUTIVE COMMITTEES FOR REVIEW AND COMMENT. THE FINAL VERSION OF THE FORM 990 IS GIVEN ELECTRONICALLY AND/OR BY HARD COPY TO EACH BOARD MEMBER FOR REVIEW PRIOR TO SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND STAFF OF THE GCP ARE EXPECTED TO MAINTAIN THE HIGHEST ETHICAL STANDARDS IN CONDUCTING THE BUSINESS OF THE GCP. THE BOARD AND STAFF CONFLICT OF INTEREST POLICIES ARE INTENDED TO PROVIDE CLEAR GUIDANCE TO ENSURE THAT THE GCP'S BUSINESS IS CONDUCTED WITH INTEGRITY, AND IN COMPLIANCE WITH ALL APPLICABLE LAWS, AND IN A MANNER THAT EXCLUDES CONSIDERATIONS OF PERSONAL ADVANTAGE OR GAIN. ALL BOARD AND STAFF MEMBERS SHALL ANNUALLY RECEIVE A REMINDER OF THEIR AGREEMENT TO COMPLY WITH THE POLICY AND SIGN A DECLARATION INDICATING THEIR ACCEPTANCE. ANY VIOLATION OF THE BOARD POLICY WILL SUBJECT A BOARD MEMBER TO APPROPRIATE ACTION, UP TO AND INCLUDING REMOVAL FROM THE BOARD. WHEN QUESTIONS ARISE CONCERNING ANY ASPECT OF THIS POLICY, BOARD MEMBERS ARE ENCOURAGED TO CONTACT THE BOARD CHAIR. VIOLATIONS OF THIS POLICY SHOULD BE REPORTED TO THE BOARD CHAIR OR THE CONFIDENTIAL AND INDEPENDENT 24-HOUR HELPLINE PROVIDER, NAVEX GLOBAL, INC. THE DISINTERESTED MEMBERS OF THE GCP EXECUTIVE COMMITTEE SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION, IF ANY, IS APPROPRIATE. THE GCP EXECUTIVE COMMITTEE SHALL INFORM THE BOARD OF SUCH DETERMINATION AND ACTION. THE BOARD SHALL RETAIN THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION, AND SHALL RETAIN THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. THE CEO, OR HIS/HER DESIGNEE, SHALL MAKE A DETERMINATION REGARDING STAFF MEMBERS AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION, IF ANY, IS APPROPRIATE. ANY VIOLATION OF THE STAFF POLICY WILL SUBJECT THE EMPLOYEE TO DISCIPLINE, UP TO AND INCLUDING IMMEDIATE DISCHARGE. WHEN QUESTIONS ARISE CONCERNING ANY ASPECT OF THIS POLICY, OR TO REPORT VIOLATIONS, EMPLOYEES SHOULD CONTACT THE HUMAN RESOURCES DEPARTMENT OR THE CONFIDENTIAL AND INDEPENDENT 24-HOUR HELPLINE PROVIDER, NAVEX GLOBAL, INC. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF ALL STAFF HAVE BEEN SUBJECTED TO REVIEW BY A COMPENSATION COMMITTEE CREATED BY THE GREATER CLEVELAND PARTNERSHIP. THE COMMITTEE'S RESPONSIBILITIES INCLUDE APPROVING COMPENSATION FOR EMPLOYEES OF THE ORGANIZATION, INCLUDING THE PRESIDENT/CEO. AN ANNUAL PERFORMANCE EVALUATION PROCESS IS CONDUCTED FOR ALL EMPLOYEES. COMPENSATION FOR ALL EMPLOYEES IS EVALUATED AGAINST THE MARKET. THE COMPENSATION COMMITTEE UTILIZES THE RESOURCES OF AN INDEPENDENT CONSULTING FIRM IN THE EVALUATION PROCESS TO PROVIDE LOCAL AND NATIONAL COMPENSATION COMPARABLE DATA. THE RESULTS OF THE LATEST SURVEY (GCP EXECUTIVE COMPENSATION STUDY- APRIL 2015) PROVIDED THAT DIRECT PAY AND INDIRECT PAY PROGRAMS REFLECT MARKET MEDIANS. FORM 990, PART VI, SECTION C, LINE 19 THE GREATER CLEVELAND PARTNERSHIP ARTICLES OF INCORPORATION ARE AVAILABLE FROM THE OFFICE OF THE OHIO SECRETARY OF STATE. NO OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING COMMITTEE FOR OVERSIGHT OF AUDIT AND INDEPENDENT ACCOUNTANT SELECTION: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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