ORLANDO ECONOMIC PARTNERSHIP INC

EIN: 591767933

ORLANDO, FL

Total Revenue
$10,114,041
Total Expenses
$10,430,123
Total Assets
$9,913,899
Net Assets
$4,692,285
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
FL
Principal Officer
TIMOTHY GIULIANI
Phone
4078352454
Tax Period
2024-10-01 to 2025-09-30

ORLANDO ECONOMIC PARTNERSHIP INC, founded in 1977, is a mid-sized nonprofit that reported $10.1M in total revenue in fiscal year 2024.

Mission

THE OEP IS THE ORLANDO REGION'S CHAMPION FOR ECONOMIC PROSPERITY, BRINGING TOGETHER LEADERS, INDUSTRIES, AND IDEAS TO EXPAND OPPORTUNITIES AND DRIVE INVESTMENT. OUR VISION IS TO BE THE NEXT GLOBAL CREATIVE CAPITAL.

Program Service Accomplishments

Program 1

ECONOMIC DEVELOPMENT: OUR ECONOMIC DEVELOPMENT STRATEGY DROVE ANOTHER STRONG CYCLE OF GROWTH, ACCELERATED JOB CREATION, ADVANCED SITE-READINESS ACROSS THE REGION, AND SECURED HIGH IMPACT BUSINESS...

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ECONOMIC DEVELOPMENT: OUR ECONOMIC DEVELOPMENT STRATEGY DROVE ANOTHER STRONG CYCLE OF GROWTH, ACCELERATED JOB CREATION, ADVANCED SITE-READINESS ACROSS THE REGION, AND SECURED HIGH IMPACT BUSINESS EXPANSION WINS.

Program 2

BY ALIGNING PUBLIC AND PRIVATE PARTNERS, WE TURNED STRATEGIC PRIORITIES INTO MEASURABLE RESULTS. WE DELIVERED CLEAR ROI FOR LOCAL GOVERNMENTS, AS NEW AND EXPANDING BUSINESS GENERATED THE TAX BASE AND...

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BY ALIGNING PUBLIC AND PRIVATE PARTNERS, WE TURNED STRATEGIC PRIORITIES INTO MEASURABLE RESULTS. WE DELIVERED CLEAR ROI FOR LOCAL GOVERNMENTS, AS NEW AND EXPANDING BUSINESS GENERATED THE TAX BASE AND SPENDING THAT FUEL PUBLIC SERVICES AND CREATE POWERFUL POSITIVE RIPPLE EFFECTS FELT THROUGHOUT ORLANDO'S ENTIRE REGIONAL ECONOMY. NEW JOBS: 2,533, CAPITAL INVESTMENT: $597.4M, LEADS: 300, PROJECTS: 21, AVERAGE WAGE: $65K.

Program 3

RECORD LEVEL OF FOREIGN DIRECT INVESTMENT, 89 INTERNATIONAL LEADS, 12 DELEGATIONS HOSTED, 3 INTERNATIONAL MISSION TRIPS, DEDICATED PRESENCE IN TAIWAN FOR THE SEMI-CONDUCTOR INITIATIVE. LAUNCHED THE...

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RECORD LEVEL OF FOREIGN DIRECT INVESTMENT, 89 INTERNATIONAL LEADS, 12 DELEGATIONS HOSTED, 3 INTERNATIONAL MISSION TRIPS, DEDICATED PRESENCE IN TAIWAN FOR THE SEMI-CONDUCTOR INITIATIVE. LAUNCHED THE DEVELOPMENT INITIATIVE FOR REGIONAL TRANSFORMATION (DIRT) PROGRAM POWERED BY OUC- THE RELIABLE ONE. EVALUATED 132 SITES FOR DEVELOPMENT IN THE REGION, ENGAGED 67 COMMITTEE MEMBERS, LAUNCHED STUDY TO PREPARE HIGH-POTENTIAL SITES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,572,000
Program Service Revenue $4,542,041
Investment Income $0
Other Revenue $0
TOTAL REVENUE $10,114,041

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,970,957
Fundraising Expenses $0
Other Expenses $4,459,166
TOTAL EXPENSES $10,430,123

Year-over-Year Comparison

2024 2023 Change
Revenue $10,114,041 $10,251,467 0.0%
Expenses $10,430,123 $10,333,682 +0.0%
Net Income $-316,082 $-82,215 +2.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
69
Independent Members
66
Employees
58
Volunteers
128

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$1,274,529
Total Directors
69
$1,274,529
Key Employees
2
$458,265
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIMOTHY GIULIANI PRESIDENT/CEO 50.00
Officer Director
$609,401 $63,755 $673,156
SCOTT FAGAN CFO 50.00
Officer Director
$308,668 $51,807 $360,475
DANIELLE PERMENTER COO 50.00
Officer Director
$191,380 $49,518 $240,898
TRACEY STOCKWELL DIRECTOR & CHAIR 1.00
Officer Director
$0 $0 $0
KIMBERLY MARSHALL DIRECTOR & CHAIR ELECT 1.00
Officer Director
$0 $0 $0
ISAAC JUAREZ DIRECTOR/VICE CHAIR FINANCE 1.00
Officer Director
$0 $0 $0
ANDREW YOUNG DIRECTOR 1.00
Director
$0 $0 $0
ANDY GARDINER DIRECTOR 1.00
Director
$0 $0 $0
BRANDON ARRINGTON DIRECTOR 1.00
Director
$0 $0 $0
BUDDY DYER DIRECTOR 1.00
Director
$0 $0 $0
CAPTAIN ROB BETTS DIRECTOR 1.00
Director
$0 $0 $0
CASANDRA MATEJ DIRECTOR 1.00
Director
$0 $0 $0
CHARLIE FREEMAN DIRECTOR 1.00
Director
$0 $0 $0
CLIFF LONG DIRECTOR 1.00
Director
$0 $0 $0
DAN KIRBY DIRECTOR 1.00
Director
$0 $0 $0
DARYL HOLT DIRECTOR 1.00
Director
$0 $0 $0
DEAN CANNON DIRECTOR 1.00
Director
$0 $0 $0
DEREK BRUCE DIRECTOR 1.00
Director
$0 $0 $0
EDDY MORATIN DIRECTOR 1.00
Director
$0 $0 $0
EDWARD DURKEE DIRECTOR 1.00
Director
$0 $0 $0
ELISHA GONZALEZ DIRECTOR 1.00
Director
$0 $0 $0
EVAN WYANT DIRECTOR 1.00
Director
$0 $0 $0
GEORGIA LORENZ DIRECTOR 1.00
Director
$0 $0 $0
GLENN ADAMS DIRECTOR 1.00
Director
$0 $0 $0
GREG SPENCER DIRECTOR 1.00
Director
$0 $0 $0
GREGORY DRYDEN DIRECTOR 1.00
Director
$0 $0 $0
JACOB HORNER DIRECTOR 1.00
Director
$0 $0 $0
JAMES ADAMCZYK DIRECTOR 1.00
Director
$0 $0 $0
JAMES ETSCORN DIRECTOR 1.00
Director
$0 $0 $0
JANET OWEN DIRECTOR 1.00
Director
$0 $0 $0
JARROD DILLAN DIRECTOR 1.00
Director
$0 $0 $0
JAY ZEMBOWER DIRECTOR 1.00
Director
$0 $0 $0
JEFF BUHLER DIRECTOR 1.00
Director
$0 $0 $0
JEFF HAYWARD DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER EVINS DIRECTOR 1.00
Director
$0 $0 $0
JERRY DEMINGS DIRECTOR 1.00
Director
$0 $0 $0
JIM FORRESTER DIRECTOR 1.00
Director
$0 $0 $0
JOHN RIVERS DIRECTOR 1.00
Director
$0 $0 $0
JONATHAN PERRY DIRECTOR 1.00
Director
$0 $0 $0
JUAN OUIROGA DIRECTOR 1.00
Director
$0 $0 $0
KATHLEEN PLINSKE DIRECTOR 1.00
Director
$0 $0 $0
KATHY RAMSBERGER DIRECTOR 1.00
Director
$0 $0 $0
KELLY COHEN DIRECTOR 1.00
Director
$0 $0 $0
LANCE LYTTLE DIRECTOR 1.00
Director
$0 $0 $0
LEE CONSTANTINE DIRECTOR 1.00
Director
$0 $0 $0
LINDA FERRONE DIRECTOR 1.00
Director
$0 $0 $0
LORI GUSTAFSON DIRECTOR 1.00
Director
$0 $0 $0
LYSA BARBANO DIRECTOR 1.00
Director
$0 $0 $0
MARIA VAZQUEZ DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE MAIKISCH DIRECTOR 1.00
Director
$0 $0 $0
NICOLE MARTZ DIRECTOR 1.00
Director
$0 $0 $0
PAUL DRAYTON DIRECTOR 1.00
Director
$0 $0 $0
PAUL SOHL DIRECTOR 1.00
Director
$0 $0 $0
PEDRO TURUSHINA DIRECTOR 1.00
Director
$0 $0 $0
RASESH THAKKAR DIRECTOR 1.00
Director
$0 $0 $0
RENA LANGLEY DIRECTOR 1.00
Director
$0 $0 $0
SCOTT WALL DIRECTOR 1.00
Director
$0 $0 $0
SHANNON GRAVITTE DIRECTOR 1.00
Director
$0 $0 $0
SHAWN CONNELL DIRECTOR 1.00
Director
$0 $0 $0
SIMON CHOY DIRECTOR 1.00
Director
$0 $0 $0
STEPHEN MAULDIN DIRECTOR 1.00
Director
$0 $0 $0
STEVE HOGAN DIRECTOR 1.00
Director
$0 $0 $0
TANISHA NUNN GARY DIRECTOR 1.00
Director
$0 $0 $0
TANYA HILL EASTERING DIRECTOR 1.00
Director
$0 $0 $0
VISHA GUPTA DIRECTOR 1.00
Director
$0 $0 $0
WENDY BRANDON DIRECTOR 1.00
Director
$0 $0 $0
WENDY TERRY DIRECTOR 1.00
Director
$0 $0 $0
YIORGOS BAKAMITSOS DIRECTOR 1.00
Director
$0 $0 $0
ZACH SHERMAN DIRECTOR 1.00
Director
$0 $0 $0
DESTIN WELLS SVP 50.00
Key Emp
$233,976 $38,271 $272,247
LAUREEN TRUDELL SVP - MARKETING & COMMUNICATIONS 50.00
Key Emp
$150,017 $36,001 $186,018
NEIL HAMILTON VP - MARKET INTELLIGENCE 50.00
Highest
$149,130 $45,963 $195,093
CRYSTAL SIRCY FORMER COO 0.00
$146,633 $23,113 $169,746
NICHOLAS ABRAHAMS FORMER SVP - CORP ENG 0.00
$165,821 $38,784 $204,605
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $10,114,041 $10,430,123 $9,913,899 $-316,082
2024 $10,251,467 $10,333,682 $10,325,551 $-82,215
2023 $11,054,995 $11,718,869 $11,287,756 $-663,874
2022 $9,261,893 $10,138,000 $13,189,914 $-876,107
2021 $8,634,020 $6,993,150 $7,838,258 $1,640,870
2020 $8,144,845 $7,361,047 $6,110,513 $783,798
2019 $8,416,959 $8,068,798 $5,095,322 $348,161
2018 $7,922,695 $7,119,781 $5,387,691 $802,914
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