2014-11-13T13:29:17-06:00 2013-12-31 420714325 MCGLADREY LLP 1001 LAKESIDE AVE SUITE 200 CLEVELAND OH 441141152 990 2013-01-01 340149250 GREATER CLEVELAND PARTNERSHIP GREA 2166213300 1240 HURON ROAD E NO 400 CLEVELAND OH 44115 YVETTE M ITTU EXEC VP - FINANCE & OPERATIONS 2166213300 2014-11-13 1 ZACHARY FORTSCH P00052725 2165231900 2013 2015-11-30 17:44:51Z JOSEPH D ROMAN 1240 HURON ROAD E NO 400 CLEVELAND OH 44115 30252461 0 X WWW.GCPARTNERSHIP.COM X 1967 OH BUSINESS ASSOCIATION MOBILIZING PRIVATE SECTOR LEADERSHIP, EXPERTISE, AND RESOURCES. 70 68 130 88 0 0 8168951 28166369 1271693 1654821 288579 430896 1384 375 9730607 30252461 0 0 0 0 4110347 4394871 0 0 0 5109669 4516230 9220016 8911101 510591 21341360 20647707 41415107 1696457 1410582 18951250 40004525 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 1979068 ECONOMIC DEVELOPMENT:THE ORGANIZATIONS IN THE REGIONAL ECONOMIC DEVELOPMENT SYSTEM THAT THE GREATER CLEVELAND PARTNERSHIP (GCP) HELPED CREATE AND CONTINUES TO SUPPORT BIOENTERPRISE, JUMPSTART, MAGNET, NORTECH AND TEAM NEO, AND THE REGIONAL MARKETING ALLIANCE ALONG WITH GCPS BUSINESS DEVELOPMENT TEAM REPORT STRONG RESULTS IN 2013 AS EVIDENCED BY JOB CREATION AND THE ATTRACTION OF NEW INVESTMENT. EARLY-STAGE COMPANIES IN A VARIETY OF SECTORS EXPERIENCED GROWTH, WHILE SEVERAL MATURE BUSINESSES COMPLETED EXPANSION PROJECTS TOTALING MORE THAN $197 MILLION IN CAPITAL INVESTMENT. THE TEAM SUCCESSFULLY CLOSED 16 RETENTION AND EXPANSION PROJECTS AND DEVELOPED A PIPELINE OF 37 PROJECTS WITH $252 MILLION IN CAPITAL INVESTMENT FOR 2014. IN ADDITION, GCP AND ITS NORTHEAST OHIO REGIONAL ECONOMIC DEVELOPMENT PARTNERS RECEIVED TOP HONORS FOR EXCELLENCE IN ECONOMIC DEVELOPMENT MARKETING FROM THE OHIO ECONOMIC DEVELOPMENT ASSOCIATION.OTHER ECONOMIC DEVELOPMENT ACTIVITIES THAT OCCURRED THROUGH GCP SUBSIDIARIES INCLUDE:COSE GROUP SERVICES, INC.: COSE (COUNCIL OF SMALLER ENTERPRISES), GCP'S SMALL BUSINESS SUBSIDIARY, IS THE REGION'S LARGEST SMALL BUSINESS SUPPORT ORGANIZATION AND PROVIDES COST-EFFECTIVE GROUP PURCHASING PROGRAMS, ADVOCACY ON LEGISLATIVE AND REGULATORY ISSUES, AND NETWORKING AND EDUCATIONAL RESOURCES TO HELP NORTHEAST OHIO'S SMALL BUSINESSES GROW. BIOENTERPRISE: BIOENTERPRISE, A BUSINESS FORMATION, RECRUITMENT, AND ACCELERATION INITIATIVE DESIGNED TO GROW HEALTHCARE COMPANIES AND COMMERCIALIZE BIOSCIENCE TECHNOLOGIES, REPORTS THAT NORTHEAST OHIO BIOMEDICAL COMPANIES RAISED MORE THAN $200 MILLION IN EQUITY CAPITAL LAST YEAR. THE NUMBER OF LOCAL COMPANIES RAISING MONEY ROSE FROM 43 IN 2012 TO 50 IN 2013. 51 BIOENTERPRISE CLIENT COMPANIES ADDED 361 JOBS IN 2013. THE LARGEST AMOUNT OF JOB GROWTH CAME FROM HEALTH IT AND SERVICES SECTOR.JUMPSTART: NONPROFIT VENTURE DEVELOPMENT ORGANIZATION JUMPSTART CELEBRATED 10 YEARS HELPING REALIZE ENTREPRENEURIAL POTENTIAL IN NORTHEAST OHIO, WITH CLIENTS RECEIVING ATTENTION FROM SEVERAL NATIONAL MEDIA OUTLETS. THREE ADVANCED MATERIALS COMPANIES OPENED NEW FACILITIES TO BETTER SERVE THEIR CUSTOMERS AND RAMP UP PRODUCT DEVELOPMENT AND PRODUCTION, WHILE FIVE ENTERPRISES RECEIVED REGULATORY APPROVAL FOR THEIR HEALTHCARE TECHNOLOGY, PRODUCT OR DEVICE.MANUFACTURING ADVOCACY & GROWTH NETWORK (MAGNET): AS AN OHIO MANUFACTURING EXTENSION PARTNERSHIP PROVIDER, MAGNET IS NOW COMBINING ITS DEEP MANUFACTURING EXPERTISE WITH A POWERFUL NETWORK OF REGIONAL ASSETS READY AND WILLING TO HELP LOCAL MANUFACTURERS GROW THROUGH ITS PRISM (PARTNERSHIP FOR REGIONAL INNOVATION SERVICES TO MANUFACTURERS) INITIATIVE. PRISM PARTNERS INCLUDE THE NASA GLENN RESEARCH CENTER, AWARD-WINNING PROFESSORS AND RESEARCHERS AT THE AREA'S COLLEGES AND UNIVERSITY, THE PORT OF CLEVELAND AND "AMERICA MAKES," THE NATIONAL ADDITIVE MANUFACTURING INNOVATION INSTITUTE IN YOUNGSTOWN.NORTHEAST OHIO TECHNOLOGY COALITION (NORTECH): LEVERAGING ITS EXPERTISE IN EMERGING INDUSTRIES, NORTECH PROVIDES COMPANIES OF ALL SIZES, HIGHER EDUCATION AND RESEARCH INSTITUTIONS, AND INDIVIDUALS OF DIVERSE BACKGROUNDS WITH NEW OPPORTUNITIES FOR COLLABORATION THAT CREATE JOBS, ATTRACT CAPITAL AND HAVE A LONG-TERM ECONOMIC IMPACT. ALIGNED WITH NORTHEAST OHIO'S STRATEGIC FOCUS ON EMERGING INDUSTRIES, THE ORGANIZATION PERFORMS A SPECIFIC ROLE IN THE REGION'S INNOVATION ECOSYSTEM BY HELPING GROW INDUSTRIES NOT ADDRESSED BY ANY OTHER INTERMEDIARIES: ADVANCED ENERGY, FLEXIBLE ELECTRONICS, AND WATER TECHNOLOGIES. NORTECH HELPS COMPANIES IN THESE INDUSTRIES COMMERCIALIZE THEIR PRODUCTS AND SERVICES FASTER. TEAM NORTHEAST OHIO (TEAM NEO): TEAM NEO IS A REGIONAL, PRIVATE-SECTOR ORGANIZATION THAT MARKETS NORTHEAST OHIO TO THE WORLD AND COLLABORATES WITH ITS PARTNERS AND OTHERS TO ATTRACT NEW BUSINESSES AND HELP THOSE THAT ARE HERE GROW. IT IS THE NORTHEAST OHIO REGIONAL PARTNER FOR JOBSOHIO, A PRIVATE, NONPROFIT CORPORATION THAT DRIVES ECONOMIC DEVELOPMENT AND JOB CREATION FOR THE STATE. IN PARTNERSHIP WITH LOCAL ECONOMIC DEVELOPMENT ORGANIZATIONS, JOBSOHIO AND THE STATE OF OHIO, TEAM NEO RECRUITED A RECORD 16 NEW COMPANIES TO NORTHEAST OHIO IN 2013. THESE NEW COMPANIES REPRESENT NEARLY 1,400 NEW DIRECT JOBS AND MORE THAN $85 MILLION IN NEW DIRECT ANNUAL PAYROLL, WITH AN AVERAGE PAYROLL OF MORE THAN 462,000, THE HIGHEST IN THE ORGANIZATION'S HISTORY. 1759615 ADVOCACY:THE GREATER CLEVELAND PARTNERSHIP'S GOVERNMENT ADVOCACY TEAM, PARTNERS IN THE CHAMBER AND CIVIC WORLDS, AND WITH THE ENGAGEMENT OF OUR MEMBERS, HELPED ADVANCE KEY LEGISLATION IN COLUMBUS AND WASHINGTON AND HELPED WIN VOTER APPROVAL OF FOUR LOCAL LEVIES. THE YEAR ALSO FEATURED TWO MAJOR CELEBRATIONS THAT ATTRACTED RECORD-BREAKING ATTENDANCE. WORKING WITH THE GREAT LAKES METRO CHAMBERS COALITION, THE GCP SECURED LANGUAGE IN FEDERAL LEGISLATION THAT RECOGNIZES THE GREAT LAKES AS ONE ENTITY RATHER THAN INDIVIDUAL LAKES AND RIVER. THIS IS ADVANTAGEOUS FOR FEDERAL FUNDING AND IN CREATING MORE AWARENESS OF THE REGION IN TERMS OF ECONOMIC DEVELOPMENT AND COMMERCE. THESE EFFORTS WILL ALSO PRODUCE IMPORTANT FUNDING FOR DREDGING IN THE GREAT LAKES, WHICH IS IMPORTANT TO THE FLOW OF MARITIME COMMERCE. GCP ADVOCACY EFFORTS RESULTED IN CLEVELAND DEVELOPMENT ADVISORS BEING AWARDED A $30 MILLION NEW MARKETS TAX CREDIT ALLOCATION, WHICH WILL BE UTILIZED FOR CATALYTIC DEVELOPMENT PROJECTS WITHIN CUYAHOGA COUNTY. THE GCP JOINED OTHER BUSINESS ORGANIZATIONS IN SUPPORTING GOVERNOR KASICH'S PROPOSAL TO EXPAND THE MEDICAID PROGRAM IN OHIO, BRINGING HEALTHCARE TO THOUSANDS MORE OHIOANS. THE GCP LED EFFORTS TO SECURE LEGISLATION THAT GUARANTEES THAT 90 PERCENT OF THE REVENUE FROM THE SALE OF BONDS FROM THE OHIO TURNPIKE WILL STAY IN NORTHERN OHIO. THIS PAVED THE WAY FOR FULL FUNDING OF THE OPPORTUNITY CORRIDOR AND WILL BENEFIT OTHER TRANSPORTATION PROJECTS IMPORTANT TO NORTHEAST OHIO. THE GCP LED EFFORTS ALLOWING CUYAHOGA COUNTY TO PLACE A BALLOT MEASURE BEFORE VOTERS TO EXTEND THE CURRENT "SIN TAX," WHICH SUPPORTS THE MAINTENANCE OF OUR MAJOR SPORTS FACILITIES. THE 2013 ANNUAL MEETING FOR BUILD UP GREATER CLEVELAND (BUGC) DREW A RECORD CROWD OF 200 GCP MEMBERS, ELECTED OFFICIALS AND BUGC MEMBERS. CONGRESSMAN BILL SHUSTER, CHAIRMAN OF THE U.S. HOUSE TRANSPORTATION COMMITTEE, WAS FEATURED AS KEYNOTE SPEAKER, AND A PRESENTATION WAS GIVEN BY CONGRESSMAN BOB GIBBS, OHIO'S ONLY MEMBER ON THAT COMMITTEE. THE GCP ALSO HOSTED THE 50TH ANNUAL PUBLIC OFFICIALS RECEPTION AND REUNION THAT FEATURED 13 HONOREES FROM THE PAST, INCLUDING GOVERNORS RICHARD CELESTE AND GEORGE VOINOVICH, FORMER MEMBERS OF CONGRESS, LEADERS FROM THE OHIO GENERAL ASSEMBLY, THE CITY OF CLEVELAND AND CUYAHOGA COUNTY. FOUR LOCAL LEVIES SUPPORTED BY THE GCP WERE APPROVED BY VOTERS. THE LEVIES WILL PROVIDE FUNDING FOR CLEVELAND METROPARKS, THE CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY, CLEVELAND PUBLIC LIBRARY, AND CUYAHOGA COUNTY HEALTH AND HUMAN SERVICES. 1189139 PHYSICAL DEVELOPMENT:THE GREATER CLEVELAND PARTNERSHIP USES ITS RESOURCES TO SUPPORT AND INVEST IN CATALYTIC REAL ESTATE PROJECTS IN THE CITY OF CLEVELAND. IN 2013, OUR REAL ESTATE INVESTMENT AFFILIATE, CLEVELAND DEVELOPMENT ADVISORS (CDA) COMPLETED THE CAPITALIZATION OF ITS $30 MILLION ADVANCE CLEVELAND DEVELOPMENT FUND THAT WILL PURSUE INVESTMENTS IN REAL ESTATE PROJECTS EXPECTED TO PROMOTE JOB GROWTH AND BUSINESS EXPANSION. TARGET INVESTMENT AREAS INCLUDE WATERFRONT DEVELOPMENT, THE HEALTH-TECH CORRIDOR, THE NINE TWELVE DISTRICT AND OPPORTUNITIES CREATED BY THE EFFORTS OF THE GROUP PLAN COMMISSION. CDA WAS ALSO AWARDED A $30 MILLION FEDERAL NEW MARKETS TAX CREDIT ALLOCATION, WHICH WAS FULLY DEPLOYED BY YEAR END, ENABLING FIVE TRANSFORMATIVE PROJECTS TO BREAK GROUND. TO DATE, CDA HAS PROVIDED FINANCING TO MORE THAN 100 CATALYTIC PROJECTS THROUGHOUT CLEVELAND, INVESTING $235 MILLION THAT HAS CREATED MORE THAN $2.5 BILLION IN TOTAL DEVELOPMENT. THE $465 MILLION CLEVELAND CONVENTION CENTER AND GLOBAL CENTER FOR HEALTH INNOVATION OPENED TO THE PUBLIC THIS YEAR, FEATURING OVER 335,000 SQUARE FEET FOR HEALTHCARE SHOWROOMS, AS WELL AS EXHIBITION AND MEETING SPACE. THE NEARLY MILE-LONG GEORGE V. VOINOVICH INNERBELT BRIDGE OPENED TO EASTBOUND AND WESTBOUND TRAFFIC IN NOVEMBER 2013. THE OPPORTUNITY CORRIDOR TRANSPORTATION AND ECONOMIC DEVELOPMENT PROJECT WENT FROM CONCEPTUAL TO THE BRINK OF REALITY IN 2013. DURING 2013, THE PROJECT SECURED FUNDING COMMITMENTS TOWARD THE $331 MILLION PROJECT THAT INCLUDE THE STATE OF OHIO, CITY OF CLEVELAND, CUYAHOGA COUNTY, NORTHEAST OHIO AREAWIDE COORDINATING AGENCY AND OTHER PRIVATE SECTOR RESOURCES. THE OPPORTUNITY CORRIDOR WILL PROVIDE DIRECT CONNECTIVITY TO SEVERAL OF CLEVELAND'S MOST HISTORIC NEIGHBORHOODS INCLUDING SLAVIC VILLAGE, BUCKEYE, KINSMAN, AND FAIRFAX, AND PROVIDE ACCESSIBILITY TO NEARLY 400 ACRES OF VACANT UNDERUTILIZED LAND IN THE CORE CITY. THIS THREE-MILE BOULEVARD WILL PROVIDE DIRECT ACCESS TO THE WORLD-CLASS EDUCATIONAL, CULTURAL, AND HEALTHCARE INSTITUTIONS IN UNIVERSITY CIRCLE. REVITALIZATION OF THE NINE TWELVE DISTRICT IS UNDERWAY AS CDA HAS PROVIDED FINANCING FOR THE CONVERSION OF THE VACANT EAST OHIO GAS BUILDING INTO 223 APARTMENTS AND FIRST-FLOOR RETAIL. THE FIRST PHASE OF FLATS EAST BANK WAS COMPLETED AS THE ERNST & YOUNG OFFICE TOWER, ALOFT HOTEL, AND SEVERAL RESTAURANTS OPENED DURING 2013. 160570 WORKFORCE DEVELOPMENT & EDUCATION 25010 INTERNATIONALIZATION 106331 ECONOMIC INCLUSION 291911 5219733 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 29 0 1 130 1 0 0 0 0 1 1 0 0 0 X 70 68 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JOHN LUTERAN 2166213300 1240 HURON ROAD E SUITE 400 CLEVELAND OH 44115 BALLARD BRENT DIRECTOR 1.00 X 0 0 0 BANNER JOSEPH DIRECTOR 1.00 X 0 0 0 BENNETT ANDREW DIRECTOR 1.00 X 0 0 0 BERG JODI DIRECTOR 1.00 X 0 0 0 BERKMAN RONALD DIRECTOR 1.00 X 0 0 0 BOONE ALEXANDRIA DIRECTOR 1.00 X 0 0 0 BROOKS ISAAC DIRECTOR 1.00 X 0 0 0 CHAIKIN SCOTT DIRECTOR 1.00 2.00 X 0 0 0 CHESNES SHARLENE DIRECTOR 1.00 X 0 0 0 CHIRICOSTA RICHARD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WILLIAM DIRECTOR 1.00 4.00 X 0 0 0 CLARK PAUL DIRECTOR 1.00 2.00 X 0 0 0 COLEMAN LONNIE DIRECTOR 1.00 X 0 0 0 CONNOR CHRISTOPHER CHAIR 2.00 3.00 X X 0 0 0 COUGHLIN JEANNE DIRECTOR 1.00 2.00 X 0 0 0 CROWLEY ALLEN DIRECTOR 1.00 X 0 0 0 CUTLER ALEXANDER DIRECTOR 1.00 2.00 X 0 0 0 DECKARD JENNIFER DIRECTOR 1.00 X 0 0 0 DICKEY JAMES DIRECTOR 1.00 X 0 0 0 DOLAN PAUL DIRECTOR 1.00 2.00 X 0 0 0 EGGER TERRANCE DIRECTOR 1.00 2.00 X 0 0 0 ELLIOTT ROXANNE DIRECTOR 1.00 X 0 0 0 FELICIANO JOSE DIRECTOR 1.00 X 0 0 0 FERCHILL JOHN DIRECTOR 1.00 X 0 0 0 FLEMING DARRIN DIRECTOR 1.00 X 0 0 0 FREE JAMES DIRECTOR 1.00 X 0 0 0 GANSKE LYLE DIRECTOR 1.00 2.00 X 0 0 0 GONZALEZ EDUARDO DIRECTOR 1.00 X 0 0 0 GRZYBICKI ADAM DIRECTOR 1.00 X 0 0 0 HAMBRICK JAMES DIRECTOR 1.00 X 0 0 0 HANNA HOWARD DIRECTOR 1.00 X 0 0 0 HANSEN MAIA DIRECTOR 1.00 X 0 0 0 HIGGINS FRANK DIRECTOR 1.00 X 0 0 0 HIPPLE RICHARD DIRECTOR 1.00 X 0 0 0 HULLER DAVID DIRECTOR 1.00 X 0 0 0 IRELAND JAMES DIRECTOR 1.00 X 0 0 0 JULIANO ELIZABETH DIRECTOR 1.00 X 0 0 0 KARAM SISTER JUDITH DIRECTOR 1.00 X 0 0 0 KELSHEIMER JERRY DIRECTOR 1.00 X 0 0 0 KESTNER R STEVEN DIRECTOR 1.00 X 0 0 0 KOMOROSKI LEN DIRECTOR 1.00 X 0 0 0 KOPPEL EVAN DIRECTOR 1.00 X 0 0 0 LAISURE DARYL DIRECTOR 1.00 X 0 0 0 LOGAN LISA DIRECTOR 1.00 X 0 0 0 LOPEZ JOE DIRECTOR 1.00 2.00 X 0 0 0 MAPES CHRISTOPHER DIRECTOR 1.00 X 0 0 0 MARBLESTONE KENNETH DIRECTOR 1.00 X 0 0 0 MATTHEW BONNIE DIRECTOR 1.00 X 0 0 0 MILLER SCOTT DIRECTOR 1.00 X 0 0 0 MLAKAR KATHERINE DIRECTOR 1.00 X 0 0 0 MOONEY BETH DIRECTOR 1.00 2.00 X 0 0 0 MORENO BERNIE DIRECTOR 1.00 X 0 0 0 MUELLER SCOTT DIRECTOR 1.00 X 0 0 0 MYERS TIM DIRECTOR 1.00 X 0 0 0 NANCE FREDERICK DIRECTOR 1.00 2.00 X 0 0 0 NEWLIN STEPHEN DIRECTOR 1.00 X 0 0 0 NOLAN DONALD DIRECTOR 1.00 X 0 0 0 OEKEN ASHLEY DIRECTOR 1.00 X 0 0 0 PARKS MICHAEL DIRECTOR 1.00 X 0 0 0 PELTO THOMAS DIRECTOR 1.00 X 0 0 0 PERKINS MARK DIRECTOR 1.00 X 0 0 0 PIANALTO SANDRA DIRECTOR 1.00 2.00 X 0 0 0 RATNER CHARLES DIRECTOR 1.00 2.00 X 0 0 0 READ DEBORAH DIRECTOR 1.00 X 0 0 0 REAZE-CONIGLIO GWENAY DIRECTOR 1.00 X 0 0 0 REYNOLDS TIM DIRECTOR 1.00 2.00 X 0 0 0 ROSEBROUGH WALTER DIRECTOR 1.00 X 0 0 0 RUTLEDGE DEBORAH DIRECTOR 1.00 X 0 0 0 SAFIER RION DIRECTOR 1.00 X 0 0 0 SMITH ROBERT TREASURER 2.00 3.00 X X 0 0 0 SNYDER BARBARA DIRECTOR 1.00 2.00 X 0 0 0 STEINHOUSE SAMUEL DIRECTOR 1.00 X 0 0 0 STROPKI JOHN DIRECTOR 1.00 X 0 0 0 SULLIVAN FRANK DIRECTOR 1.00 X 0 0 0 SYLVESTER MARYROSE DIRECTOR 1.00 X 0 0 0 TAYLOR EDDIE DIRECTOR 1.00 X 0 0 0 THOMAS C LEE DIRECTOR 1.00 X 0 0 0 THORNTON JERRY SUE CORPORATE SECRETARY 1.00 3.00 X X 0 0 0 TIFFT VICTORIA DIRECTOR 1.00 X 0 0 0 TOEREK SHARON DIRECTOR 1.00 2.00 X 0 0 0 TOLBERT ERIC DIRECTOR 1.00 2.00 X 0 0 0 TREU KURT DIRECTOR 1.00 X 0 0 0 WALSH DANIEL DIRECTOR 1.00 2.00 X 0 0 0 WASHKEWICZ DONALD DIRECTOR 1.00 X 0 0 0 WEISS ZEV DIRECTOR 1.00 X 0 0 0 WILLIAMS STEVEN DIRECTOR 1.00 X 0 0 0 ZANG ALAN DIRECTOR 1.00 X 0 0 0 ZENTY THOMAS DIRECTOR 1.00 X 0 0 0 ITTU YVETTE EVP FINANCE & OPERATIONS 34.00 6.00 X X 200918 40194 34015 ROMAN JOSEPH PRESIDENT 33.00 7.00 X X 365223 81479 95734 CARUSO CAROL SVP ADVOCACY 40.00 X 243889 0 31216 JANIK DEB SVP BUSINESS & R/E DEVL 40.00 X 206324 0 17862 LUTERAN JOHN VP FINANCE 20.00 20.00 X 133976 83023 27021 FEDERICO PAUL VP INVESTOR DEVELOPMENT 40.00 X 185428 0 18467 LUCA STEVE MANAGING VP - CDA 40.00 X 136499 0 31956 MARBURY SHANA GENERAL COUNSEL 32.00 8.00 X 146441 35247 15481 MILLARD STEVE PRESIDENT & CEO COSE 12.00 28.00 X 111973 207950 34556 RECKER ROBERT VP MKTG, MEMB & COMM 36.00 4.00 X 163515 18167 7469 1894186 466060 313777 14 0 1 0 SQUIRE SANDERS & DEMPSEY LLP PO BOX 643051 CINCINNATI OH 45264 PROFESSIONAL SRVCS 135997 THE CJR GROUP INC 6604 WEST POINT DRIVE HUDSON OH 44236 PROFESSIONAL SRVCS 120000 COX CONSULTING GROUP LLC 4145 ST THERESA BLVD AVON OH 44011 PROFESSIONAL SRVCS 120000 MANUFACTURING ADVOCACY 6093 FOREST RIDGE DRIVE NORTH OLMSTEAD OH 44070 PROFESSIONAL SRVCS 112142 4 7830356 336013 20000000 28166369 PROGRAM REVENUE 900099 1606550 1606550 ADMINISTRATIVE FEES 900099 35961 35961 SERVICE FEES 900099 12310 12310 1654821 430896 430896 REIMBURSEMENTS 900099 375 375 375 30252461 1655196 0 430896 X 1313350 2637863 111516 291139 41003 18674 52887 335231 912193 136442 97067 75524 252058 108951 233660 565678 36476 SPONSORSHIPS 1475109 MEMBERSHIPS 81463 134817 8911101 1500 1687 3030777 9530601 852590 928440 815724 725193 235012 248676 7047427 2936299 4484098 4111128 10752350 25430747 475656 438635 20647707 41415107 1299466 931214 625 27265 396366 452103 1696457 1410582 X 18416366 39578901 534884 425624 18951250 40004525 20647707 41415107 21341360 -288085 0 X X 0 1 X 1 0 0 0 0 7830356 798399 -185218 613181 939643 -326462 7047427 2936299 4111128 4111128 DEFERRED COMPENSATION 438635 DEFERRED RENT 13468 452103 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, 2013 AND 2012, 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, 2009 AND PRIOR. X X X X X 0 1 0 ITTU YVETTE EVP FINANCE & OPERATIONS 181430 36295 18453 3692 1035 207 8235 1647 20110 4023 229263 45864 0 0 ROMAN JOSEPH PRESIDENT 328966 73390 34359 7665 1898 424 62624 13971 15648 3491 443495 98941 0 0 CARUSO CAROL SVP ADVOCACY 215298 0 21733 0 6858 0 9699 0 21517 0 275105 0 0 0 JANIK DEB SVP BUSINESS & R/E DEVL 186824 0 18734 0 766 0 8038 0 9824 0 224186 0 0 0 LUTERAN JOHN VP FINANCE 126726 78531 6483 4017 767 475 5498 3407 11185 6931 150659 93361 0 0 FEDERICO PAUL VP INVESTOR DEVELOPMENT 176696 0 8003 0 729 0 6762 0 11705 0 203895 0 0 0 LUCA STEVE MANAGING VP - CDA 126153 0 10000 0 346 0 5826 0 26130 0 168455 0 0 0 MARBURY SHANA GENERAL COUNSEL 133165 32052 12921 3110 355 85 5904 1421 6574 1582 158919 38250 0 0 MILLARD STEVE PRESIDENT & CEO COSE 101451 188409 10238 19014 284 527 3562 6615 8533 15846 124068 230411 0 0 RECKER ROBERT VP MKTG, MEMB & COMM 151051 16783 11866 1318 598 66 6209 690 513 57 170237 18914 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 $62,979 FOR 2013. MEDICAL MUTUAL DIRECTOR ON GCP BOARD 361648 0 SQUIRE SANDERS & DEMPSEY DIRECTOR ON GCP BOARD 135997 0 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 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 VACANICES ARISE, OR OTHERWISE. IN ADDITION, THE BOARD CHAIR ALONE HAS THE RIGHT TO APPOINT CERTAIN DIRECTOR 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. COMMENCING WITH THE 2010 DIRECTORS, 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. THE PAST CHAIRS HAVE ALL RIGHTS AND PRIVILEGES GRANTED TO REGULAR DIRECTORS. 2. FEDERAL INSTALLATION LIAISONS. COMMENCING WITH THE 2010 DIRECTORS, 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. COMMENCING WITH THE 2011 DIRECTORS, APPOINTMENT OF CERTAIN NON-VOTING DIRECTORS SHALL BE PERMITTED. SUCH NON-VOTING DIRECTOR SHALL BE THE HIGHEST RANKING EMPLOYEE OF A MEMBER, OR THE DESIGNEE APPROVED BY THE CHAIR OF THE BOARD, AND HAVE NO VOTING RIGHTS OR FIDUCIARY RESPONSIBILITIES TO THE CORPORATION. 4. EMERITUS DIRECTORS. COMMENCING WITH THE 2011 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 B, LINE 11 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. 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 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. 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. 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 2012) PROVIDED THAT DIRECT PAY AND INDIRECT PAY PROGRAMS REFLECT MARKET MEDIANS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING 912,193. 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. 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. CLEVELAND DEVELOPMENT FOUNDATION 1240 HURON ROAD E SUITE 400 CLEVELAND OH 44115 346528498 TO DEVELOP & IMPROVE CLEVELAND'S CIVIC VISIONS. OH 501 (C) (3) 9 GREATER CLEVELAND PARTNERSHIP 0 ECONOMIC GROWTH FOUNDATION 1240 HURON ROAD E SUITE 400 CLEVELAND OH 44115 341916518 TO PROMOTE & ENHANCE CIVIC, ECONOMIC, AND CULTURAL GROWTH. OH 501 (C) (3) 9 GREATER CLEVELAND PARTNERSHIP 0 COSE GROUP SERVICES INC 1240 HURON ROAD E SUITE 400 CLEVELAND OH 44115 341402329 SMALL BUS ACCESS TO AFFORDABLE/QUALITY GROUP INSURANCE. OH GREATER CLEVELAND PARTNERSHIP C 11050099 3619323 1.00000 0 GCP SHARED SERVICES INC 1240 HURON ROAD E SUITE 400 CLEVELAND OH 44115 208637606 LEASE MANAGEMENT OH GREATER CLEVELAND PARTNERSHIP C 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 COSE GROUP SERVICES INC N 1280703 COSE GROUP SERVICES INC O 4379715 ECONOMIC GROWTH FOUNDATION N 276221 ECONOMIC GROWTH FOUNDATION O 860225