Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
Greater Cleveland Partnership
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1240 Huron Road E No 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cleveland, OH44115
D Employer identification number

34-0149250
E Telephone number

G Gross receipts $ 18,598,263
F Name and address of principal officer:
Joseph D Roman
1240 Huron Road E No 300
Cleveland,OH44115
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.gcpartnership.com
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1967
M State of legal domicile: OH
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Business association mobilizing private sector leadership, expertise, and resources.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 77
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 77
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 93
6 Total number of volunteers (estimate if necessary) ............. 6 88
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 159,133
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,524,187 1,020,220
9 Program service revenue (Part VIII, line 2g) ......... 11,891,281 13,188,284
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 532,332 620,501
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 58,251 39,158
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 14,006,051 14,868,163
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 7,907,368 8,578,390
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,607,793 7,153,212
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 13,515,161 15,731,602
19 Revenue less expenses. Subtract line 18 from line 12....... 490,890 -863,439
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 37,114,787 37,093,712
21 Total liabilities (Part X, line 26)............. 4,975,397 7,321,477
22 Net assets or fund balances. Subtract line 21 from line 20..... 32,139,390 29,772,235
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
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Type or print name and title
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Preparer's signature
Date
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Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Physical Development:Targeted physical development is an important element of the Greater Cleveland Partnership'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. Some of our major accomplishments in 2019 include:Launch of Opportunity CLEAcross Cuyahoga County, the 64 neighborhoods are identified as Opportunity Zones - a federal program that selects economically distressed communities where new investments, under certain conditions, may be eligible for preferential tax treatment. As Opportunity Zones began to enter the market as an important new tool, GCP and CDA worked with a group of public, philanthropic and private organizations to develop a unified strategy for Northeast Ohio. The result was the Opportunity CLE collaboration which produced an in-depth prospectus on each of the 64 certified Opportunity Zones spanning 11 unique districts identified as having the highest potential for catalytic development. The Opportunity CLE online portal was launched to showcase some potential projects that may take place in the zones and match project sponsors with investors. This effort resulted in a commitment of investing $9 million to fund the Opportunity CLE Transformation Neighborhoods initiative to provide development financing and technical assistance to the Clark-Fulton, Buckeye-Kinsman, and Glenville neighborhoods.The Greater Cleveland Civic ConnectionAn initiative of the Greater Cleveland Partnership (GCP), The Civic Connection promotes regular collaboration between private sector leadership and five vital public agencies: The City of Cleveland, Cuyahoga County, the Greater Cleveland Regional Transit Authority (GCRTA), the Port of Cleveland and the Northeast Ohio Regional Sewer District. While infrastructure remains among the group's primary priorities, it works to facilitate wider-ranging economic development goals. - Public Square: Having served for more than two centuries as the city's central gathering place, it had deteriorated into an embarrassing state that offered little to residents or visitors. The city's public and private sectors - assisted by Cleveland's philanthropic leaders and many others - stepped up, working together to accomplish a stunning, $50 million makeover of the 10-acre downtown park. GCP committed $5.25 million via its real estate finance arm Cleveland Development Advisors. It is now much more inviting and diverse, offering an array of tree-flanked lawns and splash foundation that can be used as an ice rink during the winter. The redesign carefully integrated key, long-time elements of the square, including the Soldiers & Sailors Monument - where attendance has increased since the reworked square opened.- Cleveland Hopkins International Airport: Ten of millions of dollars have been invested in the city - owned airport in recent years for a variety of improvements including terminal and baggage system upgrades. The busiest airport in Ohio today offers 156 daily nonstop flights to more than 50 destinations. As a partner of the Greater Cleveland Civic Connection, GCP has contributed to improvements at Hopkins International Airport. In partnership with the City of Cleveland, GCP helps in management of the Cleveland Air Service Demand Task Force.- Opportunity Corridor: The aptly named Opportunity Corridor will result in numerous improvements for Greater Cleveland. The three-mile boulevard will link the booming University Circle area to I-490 at E. 55th St. University Circle is home to more than 40,000 workers, 10,000 residents and 13,000 students. It is a growing cultural and economic dynamo for Northeast Ohio, and Opportunity Corridor will provide it with improved access. The Greater Cleveland Partnership has for years advocated for this vital project and has managed the Opportunity Corridor Steering Committee since 2009.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Workforce Development & Education:The Greater Cleveland Partnership is committed to working with its partners in the public and private sectors to ensure that Northeast Ohio creates, attracts and retains a 21st century workforce. A renewed and reinvigorated public-private partnership is helping to support the development of educational systems to prepare our students for in-demand jobs in our region. Some of our major accomplishments in 2019 include:College & Career Readiness InitiativesGCP's approach to college and career readiness includes working closely with the education and business communities on efforts to implement innovative initiatives that provide students and young adults with access to high-quality educational and experiential learning opportunities. These efforts include the following programs and partnerships:- Academies of Cleveland (AoC) - The Academies of Cleveland schools are five career and technical education high schools within Cleveland Metropolitan School District. Each school focuses on a variety of industries that drive economic growth in our region. In 2019, we supported the AoC college and career readiness initiatives and successfully engaged new and current business volunteers and continued to cultivate relationships between the business community and the schools through resume workshops, mock interviews, teacher externships, administering a mini-grant program for the five schools and other business engagement activities. - True2U - True2U is a career education and personal development mentoring program for all Cleveland Metropolitan School District 8th grade students. GCP, a founding partner for the program, participates in mentor recruitment and training, employer recruitment for out of school experiences (site visits), and participates on the program leadership team. - GCP Internship Central - GCP Internship Central provides access to important information and tools to employers, educators, and students that will help with growing and keeping talent in Northeast Ohio. GCP Internship Central efforts include an annual Cleveland Internship Summit for approximately 200 business, education, and community representatives; hosting peer-group Internship Roundtables designed for employers to learn from each other and share information; and maintaining www.gcpintern.com as a virtual clearinghouse of internship resources, tools, templates, blog, and more. Young ProfessionalsGCP LEAD (Link. Engage. Advocate. Develop.) - The Greater Cleveland Partnership recognizes the importance of engaging our region's future business and community leaders in work that impacts the region through the efforts of the GCP. GCP LEAD is a cohort of emerging leaders from member companies, nominated by their leadership, and who have an interest in GCP's strategic priority areas. Members of the cohort dive into a "GCP immersion experience" by participating in and learning more about our current work and partnerships. The GCP LEAD Cohort 4 was successfully launched in 2019 with 26 participants.Workforce Connect Sector PartnershipsWorkforce Connect Sector Partnerships are a key component of Cuyahoga County's overall workforce development ecosystem designed to support employers in finding the right skilled talent in manufacturing, health care and IT. Workforce Connect was created by the Cuyahoga County Workforce Funders Group, a public-private partnership in which GCP is a funding member, working to achieve systems and structural changes that improve workforce outcomes and close disparities. The aggregation of employer voice, in combination with major ecosystem funders, poises this initiative for great impact. Workforce Connect business-led sector intermediaries serve as the critical nexus for workforce development and talent access in each of the targeted industries. This systems-change initiative launched in 2019, with the goal of making the workforce ecosystem more efficient and effective.In Cuyahoga County alone, the manufacturing sector encompasses more than 1,800 companies and over 72,000 employees. GCP and MAGNET have partnered as co-Intermediaries for Workforce Connect Manufacturing, where employers have crafted a vision of manufacturing in Cuyahoga County as a growth engine for Northeast Ohio by being the manufacturing education capital of the U.S., and investing to unlock an abundance of diverse, skilled people to access, thrive in, and love their manufacturing careers. The sector partnership addresses two pressing economic issues - a critical shortage of manufacturing talent for employers and clear and actionable career pathways with family-sustaining wages for job seekers. As intermediaries, GCP and MAGNET work to ensure that employers in our region have a well-developed pipeline of qualified and skilled talent and job seekers understand how they can continue to move forward in their careers.GCP Talent HubConnecting employers to talent is essential for economic growth in our region. It is a trend that crosses every industry. As part of the ForwardCLE strategic plan, Greater Cleveland Partnership recently launched the GCP Talent Hub. As a virtual resource to supplement the hands-on support of the GCP Talent team, this hub is a constantly evolving clearinghouse of workforce development providers, curriculum development resources, best practices and opportunities to connect with and build a present and future workforce pipeline. The Talent Hub better connects employers to the right workforce service providers across the vast talent ecosystem in Northeast Ohio based on their specific needs, challenges or interests. The digital, interactive platform provides real-time information and resources for companies of all sizes and currently houses 130+ different workforce assets.RITERITE, a resource of the Greater Cleveland Partnership, is the leading industry-driven IT workforce alliance in Northeast Ohio. As the unifying force for the region's talent development system, RITE brings together industry, education, and economic and workforce development to build highly skilled IT talent needed by Northeast Ohio employers. Since its inception, RITE has championed a regional vision of a diverse, industry-responsive IT talent pool that is an economic driver to growth, competitiveness, and prosperity for Northeast Ohio. In 2019, RITE continued it work to:- Mobilize IT employers to influence the development of a diverse, industry-responsive IT workforce.- Ignite interest and build the skills, knowledge, experiences and connections students and job-seekers need to pursue IT careers in Northeast Ohio.- Optimize the region's efforts through collaboration, performance measurement and centralized access.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Business Growth & Development:Companies that call Northeast Ohio home are responsible for 85% of the new jobs created in our region. Nurturing the growth of our local economy is our number one priority. Each year we meet with local companies to better understand how we can help their business grow and thrive.The Business Growth and Development program team focuses on delivering a suite of services to our members and businesses in Northeast Ohio that are designed to support and connect them to the resources they need to grow and thrive. The program team provides every business regardless of size or industry with access to comprehensive advisory services that address their unique needs and opportunities. Services include:- Project Management Services- Coordinate engagement with local, regional and state system partners- Access to Capital and Financial Incentives- Site Selection Assistance- Public Sector CoordinationThe GCP Business Growth and Development team continues its collaborative across Greater Cleveland working in partnership with the Lake County Port and Economic Development Authority, Geauga Growth Partnership and Manufacturing Works to conduct business outreach activities with thousands of businesses throughout the region. In addition, the program team continues to leverage longstanding partnerships with public and private sector partners at the local, regional and state levels. Since 2017, GCP Business Growth and Development team's proactive business outreach and engagement activities continue with the following achievements: 2100+ company visits, 10,100+ jobs created, 25,000+ job retained and greater than $2.1 billion project investment.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Economic Inclusion:GCP's Equity & Inclusion has focused on two parallel and equally important areas: growing businesses owned by people of color and increasing workforce diversity, equity and inclusion through high-quality and effective initiatives, workshops, conferences, and consulting to stimulate minority business growth and increase workforce inclusion.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Advocacy:The Advocacy Team promotes the needs and priorities of the region on behalf of our members to local, state, and federal decision makers. Below are just some of the successes this team achieved in 2019:The ForwardCLE Strategic Plan was built to accelerate regional economic growth by focusing on a small set of critical issues: helping employers grow by building a better workforce and talent pipeline; increasing the upside potential of our overall economy by fueling development of the innovation sectors within it; improving equitable participation in our economy by creating a growth strategy around diversity and enhancing neighborhood development and opportunity; and improving competitiveness by addressing structural tax impediments.GCP's ForwardCLE strategic plan called for a better understanding of the impact of our collective tax climate. In 2019, GCP released the Cleveland Benchmarking Analysis, a tax study that revealed Cleveland's per capita state and local tax collections are higher than a group of benchmark peer cities. The study illustrated that while state taxes are competitive, local taxes are not, with local property and income taxes accounting for most of our higher burden. In response, GCP raised the bar for individual agencies seeking levy support, requiring proposals to demonstrate a unique and compelling contribution to our economy, a severe and urgent societal need, or a more creative approach to achieving objectives. We also engaged with more than 50 leaders in public & political offices, philanthropy and economic development, and community and labor organizations to gain feedback and perspective about the future of our region. The accomplishments of 2019 helped form a solid foundation for this work going forward. We continue efforts to encourage community-wide discussion about structural reform and to set a standard for future levy requests that will shape our region's tax environment. The sharp decrease in tax revenues that local governments are experiencing provide a unique opportunity to change the way our region is governed and GCP will continue to lead the conversation.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Innovation:The Cleveland Innovation Project is an initiative used and GCP has led to stimulate innovation to drive inclusive economic growth in the Greater Cleveland area.Cleveland Innovation Project (CIP): GCP and our partners launched the Cleveland Innovation Project (CIP) through collaboration with the Cleveland Foundation, Fund for Our Economic Future, JumpStart and TeamNEO. The CIP is supported by a Steering Committee and Workstream Teams of more than 100 business, entrepreneurial, institutional, and nonprofit leaders - including many GCP members. GCP led this collaborative work through much of 2019.CIP Scope: The CIP's focus is to set Cleveland on a trajectory of sustained, rapid economic growth through focused investments in innovation sectors where we have differentiated assets and there is national or global demand. CIP leverages growth through inclusive techniques to close disparities and make Cleveland the leader in minority-led innovation.CIP supports these sector initiatives by strengthening the innovation ecosystem through encouraging applied research and spinouts, boosting digital and technical talent development and attraction programs, and launching a continuum of private funds to seed and scale companies. Accelerating the innovation economy offers Cleveland an opportunity to compound the impact of revitalization investments that have been and continue to be made throughout our community.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Member Programming:The Greater Cleveland Partnership (GCP) has 12,000 members representing entrepreneurs to middle-market companies and the largest corporations in the region. To address the specific needs and interests of each of our different member segments, the GCP holds events and programs to help similar businesses learn from one another, to connect to information and resources pertinent to their business needs, and to more strongly engage businesses of all sizes in driving the economic development strategy for the region.ConnectExpanding the small business peer network to create new opportunities.Decreasing the six degrees of separation is critical to building a well-networked business community that truly thrives. When business owners and leaders spark new connections through COSE, the small business division of the Greater Cleveland Partnership and GCP, they are introduced to new opportunities to build relationships - and their businesses.EducateIncreasing insights to improve business understandings and resources.Business owners and leaders wear multiple hats on any given day, from accounting to sales to customer service. Success requires the ability to understand what's working by expanding knowledge at all levels. Whether through a specific educational event or industry-wide business studies, COSE and GCP equip small business, middle market companies and large companies with timely and useful information.GuideProviding valuable resources for your business and employees.GCP also has some small business specific benefits given the fact that small business budgets are squeezed in a variety of ways, compromising cash flow and limiting opportunities to build capacity. This reality makes COSE offerings essential. Whether it's directly from COSE or through strategic alliances with partner organizations that share COSE values, small business owners have access to programs and services that save money and enhance operational efficiencies.AdvocateInfluencing change to benefit the small business community.While much of our work is designed to make an immediate impact on individual businesses, advocacy work advances policy and interests at the local, regional and national level. Drawing from our many years of experience representing the voice of the business community, these nonpartisan efforts are deeply influential to ensure the long-term vibrancy of the community as a whole.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
70
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
93
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
77
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
77
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
OH
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJohn Luteran1240 Huron Road E No 300   Cleveland,OH44115 (216) 621-3300
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Roman Joseph......................................................................
President
36.00
.................
4.00
    X       623,602 69,289 279,086
(2) Ittu Yvette......................................................................
EVP Finance & Operations
37.00
.................
3.00
    X       335,606 20,060 57,042
(3) Luteran John......................................................................
VP Finance
29.00
.................
11.00
        X   186,113 71,805 35,094
(4) McGann Martin......................................................................
Sr VP Advocacy & Strategic Initiatives
40.00
.................
0.00
      X     242,100 0 46,868
(5) Marbury Shana......................................................................
General Counsel & Sr. VP, Edu & Workforce
36.00
.................
4.00
        X   245,721 21,804 20,639
(6) Federico Paul......................................................................
VP, Corporate & Member Relations
40.00
.................
0.00
        X   251,237 0 35,735
(7) Janik Deb......................................................................
SVP Business & R/E Devl
40.00
.................
0.00
      X     256,620 0 22,745
(8) Kim Megan......................................................................
VP, Member Devl & Mkting, Exec. Dir.
34.00
.................
6.00
      X     198,876 35,096 31,056
(9) Luca Steven......................................................................
Managing VP - CDA
40.00
.................
0.00
        X   186,572 0 43,206
(10) Coates Steve......................................................................
Controller Finance & Operations
31.00
.................
9.00
        X   124,056 34,381 21,485
(11) Chaikin Scott......................................................................
Chair
2.00
.................
4.00
X   X       0 0 0
(12) DiRocco Joseph......................................................................
Treasurer
2.00
.................
4.00
X   X       0 0 0
(13) Arnold Craig......................................................................
Director
1.00
.................
2.00
X           0 0 0
(14) Ballard Brent......................................................................
Director
1.00
.................
0.00
X           0 0 0
(15) Bansal Nevin......................................................................
Director
1.00
.................
0.00
X           0 0 0
(16) Bell Chip......................................................................
Director
1.00
.................
0.00
X           0 0 0
(17) Bentlage Rudy......................................................................
Director
1.00
.................
0.00
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Berg Jodi........................................................................
Director
1.00
.......................0.00
X           0 0 0
(19) Bertero Fernando........................................................................
Director
1.00
.......................0.00
X           0 0 0
(20) Boland Julie........................................................................
Director
1.00
.......................0.00
X           0 0 0
(21) Buescher Brendan........................................................................
Director
1.00
.......................0.00
X           0 0 0
(22) Carmichael John........................................................................
Director
1.00
.......................0.00
X           0 0 0
(23) Chiricosta Richard........................................................................
Director
1.00
.......................2.00
X           0 0 0
(24) Clark Paul........................................................................
Director, Left as of 5/15/19
1.00
.......................2.00
X           0 0 0
(25) Coleman Lonnie........................................................................
Director
1.00
.......................0.00
X           0 0 0
(26) Della Ratta Ralph........................................................................
Director
1.00
.......................0.00
X           0 0 0
(27) Dolan Paul........................................................................
Director
1.00
.......................0.00
X           0 0 0
(28) Eck James........................................................................
Director
1.00
.......................0.00
X           0 0 0
(29) Feliciano Jose........................................................................
Director
1.00
.......................0.00
X           0 0 0
(30) Fujita Hiroyuki........................................................................
Director
1.00
.......................0.00
X           0 0 0
(31) Grzybicki Adam........................................................................
Director, Left as of 4/17/19
1.00
.......................0.00
X           0 0 0
(32) Haslam Dee........................................................................
Director
1.00
.......................0.00
X           0 0 0
(33) Heller David........................................................................
Director
1.00
.......................0.00
X           0 0 0
(34) Hilton Michael........................................................................
Director
1.00
.......................0.00
X           0 0 0
(35) Johnson Kevin........................................................................
Director
1.00
.......................2.00
X           0 0 0
(36) Juliano Elizabeth........................................................................
Director
1.00
.......................0.00
X           0 0 0
(37) Kestner R Steven........................................................................
Director
1.00
.......................0.00
X           0 0 0
(38) Klonk Robert........................................................................
Director
1.00
.......................0.00
X           0 0 0
(39) Komoroski Len........................................................................
Director
1.00
.......................0.00
X           0 0 0
(40) Lacey Bill........................................................................
Director
1.00
.......................0.00
X           0 0 0
(41) Laisure Daryl........................................................................
Director
1.00
.......................0.00
X           0 0 0
(42) Largent III Ed........................................................................
Director
1.00
.......................0.00
X           0 0 0
(43) Lennox Heather........................................................................
Director
1.00
.......................0.00
X           0 0 0
(44) Littman Robert........................................................................
Director
1.00
.......................0.00
X           0 0 0
(45) Lopez Joe........................................................................
Director
1.00
.......................2.00
X           0 0 0
(46) Lucarelli Jay........................................................................
Director
1.00
.......................0.00
X           0 0 0
(47) Macintosh John........................................................................
Director
1.00
.......................0.00
X           0 0 0
(48) Mapes Christopher........................................................................
Director
1.00
.......................0.00
X           0 0 0
(49) Marziani Jeneen........................................................................
Director
1.00
.......................0.00
X           0 0 0
(50) Matthew Bonnie........................................................................
Director
1.00
.......................0.00
X           0 0 0
(51) Mihaljevic Tomislav........................................................................
Director
1.00
.......................0.00
X           0 0 0
(52) Montgomery Marvin........................................................................
Director
1.00
.......................0.00
X           0 0 0
(53) Mooney Beth........................................................................
Director
1.00
.......................2.00
X           0 0 0
(54) Moreno Bernie........................................................................
Director
1.00
.......................0.00
X           0 0 0
(55) Morikis John........................................................................
Director
1.00
.......................2.00
X           0 0 0
(56) Mueller Scott........................................................................
Director
1.00
.......................0.00
X           0 0 0
(57) Murphy Merrick........................................................................
Director
1.00
.......................0.00
X           0 0 0
(58) Myeroff Randall........................................................................
Director
1.00
.......................0.00
X           0 0 0
(59) Nance Frederick........................................................................
Director
1.00
.......................2.00
X           0 0 0
(60) Noonan Anne........................................................................
Director
1.00
.......................0.00
X           0 0 0
(61) Opsitnick Timothy........................................................................
Director
1.00
.......................0.00
X           0 0 0
(62) Oscar Lawrence........................................................................
Director
1.00
.......................0.00
X           0 0 0
(63) Pastore Patrick........................................................................
Director
1.00
.......................0.00
X           0 0 0
(64) Patterson Robert........................................................................
Director
1.00
.......................0.00
X           0 0 0
(65) Perez Cheryl........................................................................
Director
1.00
.......................0.00
X           0 0 0
(66) Read Deborah........................................................................
Director
1.00
.......................2.00
X           0 0 0
(67) Richardson Sean........................................................................
Director
1.00
.......................2.00
X           0 0 0
(68) Rosenbrough Walt........................................................................
Director
1.00
.......................0.00
X           0 0 0
(69) Ross Mark........................................................................
Director
1.00
.......................0.00
X           0 0 0
(70) Rutledge Deborah........................................................................
Director
1.00
.......................0.00
X           0 0 0
(71) Safier Rion........................................................................
Director
1.00
.......................2.00
X           0 0 0
(72) Sands Harlan........................................................................
Director
1.00
.......................0.00
X           0 0 0
(73) Schnur Eric........................................................................
Director
1.00
.......................2.00
X           0 0 0
(74) Schwartz Kenneth........................................................................
Director
1.00
.......................0.00
X           0 0 0
(75) Smith Robert C........................................................................
Director, Left as of 4/25/19
1.00
.......................0.00
X           0 0 0
(76) Smucker Mark........................................................................
Director
1.00
.......................0.00
X           0 0 0
(77) Snyder Barbara........................................................................
Director
1.00
.......................2.00
X           0 0 0
(78) Stanek Michael........................................................................
Director
1.00
.......................2.00
X           0 0 0
(79) Sullivan Frank........................................................................
Director
1.00
.......................0.00
X           0 0 0
(80) Taylor Tameka........................................................................
Director
1.00
.......................0.00
X           0 0 0
(81) Taylor Jr Eddie........................................................................
Director
1.00
.......................2.00
X           0 0 0
(82) Toerek Sharon........................................................................
Director, Left as of 6/13/19
1.00
.......................2.00
X           0 0 0
(83) Torok Gabriel........................................................................
Director
1.00
.......................0.00
X           0 0 0
(84) Vasquez Jose........................................................................
Director, Left as of 6/13/19
1.00
.......................0.00
X           0 0 0
(85) Vijayvargiya Jugal........................................................................
Director
1.00
.......................0.00
X           0 0 0
(86) Weber Tony........................................................................
Director
1.00
.......................0.00
X           0 0 0
(87) Wellener Paul........................................................................
Director
1.00
.......................0.00
X           0 0 0
(88) Whiting Vanessa........................................................................
Director
1.00
.......................0.00
X           0 0 0
(89) Williams Thomas........................................................................
Director
1.00
.......................2.00
X           0 0 0
(90) Young John........................................................................
Director
1.00
.......................2.00
X           0 0 0
(91) Zang Alan........................................................................
Director
1.00
.......................0.00
X           0 0 0
(92) Zenty Thomas........................................................................
Director
1.00
.......................2.00
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,650,503 252,435 592,956
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet26
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
McKinsey & Company Inc

PO Box 7247-7255
Philadelphia,PA19170
Professional Services 250,000
The CJR Group Inc

6604 Westpoint Drive
Hudson,OH44236
Professional Services 223,151
WSP USA Inc

PO Box 732476
Dallas,TX75373
Professional Services 185,000
Squire Patton Boggs (US) LLP

POBox 643051
Cincinnati,OH45264
Government Relations Services 120,510
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet4
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 100,000
f All other contributions, gifts, grants, and similar amounts not included above1f 920,220
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 1,020,220
 Program Service RevenueAmt Business Code
2a Membership Dues 823920 9,399,029 9,399,029    
b Program Revenue 900099 3,447,854 3,288,721 159,133  
c JumpStart Next Fund, LLC 523900 261,003 261,003    
d Advanced Cleveland Dev. Fund 523900 78,097 78,097    
e Administrative Fees 900099 2,301 2,301    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 13,188,284
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 620,108     620,108
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   30,600 6a
b Less: rental expenses   0 6b
c Rental income or (loss)   30,600 6c
d Net rental income or (loss).......MediumBullet 30,600     30,600
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   3,730,493 7a
b Less: cost or other basis and sales expenses   3,730,100 7b
c Gain or (loss)   393 7c
d Net gain or (loss).........MediumBullet 393     393
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 8,558     8,558
e Total. Add lines 11a–11d ...... MediumBullet 8,558
12 Total revenue. See instructions.....MediumBullet 14,868,163 13,029,151 159,133 659,659
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 2,129,295      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 5,238,030      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 182,708      
9 Other employee benefits ....... 660,877      
10 Payroll taxes ........... 367,480      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 6,123      
c Accounting ........... 54,239      
d Lobbying ........... 274,929      
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 2,126,786      
12 Advertising and promotion .... 132,363      
13 Office expenses ....... 250,376      
14 Information technology ...... 65,887      
15 Royalties ..        
16 Occupancy ........... 501,534      
17 Travel ............ 158,111      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 708,316      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 844,030      
23 Insurance ... 75,349      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Sponsorships 1,196,916      
b Memberships 152,192      
c
d
e All other expenses 606,061      
25 Total functional expenses. Add lines 1 through 24e 15,731,602      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,500 1 1,500
2 Savings and temporary cash investments ......... 1,356,383 2 1,014,963
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 2,353,701 4 2,247,054
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 500,000 7 500,000
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 412,059 9 400,465
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,726,791
b Less: accumulated depreciation 10b 6,509,915 6,969,914 10c 7,216,876
11 Investments—publicly traded securities . 22,420,800 11 22,321,925
12 Investments—other securities. See Part IV, line 11 ..... 1,141,290 12 1,402,781
13 Investments—program-related. See Part IV, line 11 .. 1,959,140 13 1,988,148
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 37,114,787 16 37,093,712
Liabilities 17 Accounts payable and accrued expenses ..... 2,398,203 17 2,948,812
18 Grants payable ...   18  
19 Deferred revenue ......... 1,435,904 19 2,969,884
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,141,290 25 1,402,781
26 Total liabilities. Add lines 17 through 25.. 4,975,397 26 7,321,477
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 31,053,872 27 28,446,313
28 Net assets with donor restrictions ........... 1,085,518 28 1,325,922
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 32,139,390 32 29,772,235
33 Total liabilities and net assets/fund balances ........ 37,114,787 33 37,093,712
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
14,868,163
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
15,731,602
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-863,439
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
32,139,390
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-1,503,716
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
29,772,235
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Greater Cleveland Partnership
 
Employer identification number
34-0149250
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
9,399,029
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
560,899
b
Carryover from last year ............................................................................................................
2b
-774,402
c
Total ...........................................................................................................................................
2c
-213,503
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
375,961
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
-589,464
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   1,075,600 1,075,600
b Buildings ....   4,318,367 347,868 3,970,499
c Leasehold improvements   5,704,996 3,935,767 1,769,229
d Equipment ....   2,627,828 2,226,280 401,548
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 7,216,876
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Investment in ACDF 1,615,568 C
(2)Investment in Jumpstart NextFund 372,580 C
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 1,988,148
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,402,781
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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, 2019 and 2018, 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, 2016 and prior.
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
 
b
Any related organization? .......................
5b
 
 
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
 
b
Any related organization? ......................
6b
 
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1Roman Joseph
President
(i)

(ii)
501,023
-------------
55,669
113,603
-------------
12,623
8,976
-------------
997
225,953
-------------
25,106
25,224
-------------
2,803
874,779
-------------
97,198
0
-------------
0
2Ittu Yvette
EVP Finance & Operations
(i)

(ii)
271,302
-------------
16,216
35,945
-------------
2,149
28,359
-------------
1,695
22,094
-------------
1,321
31,730
-------------
1,897
389,430
-------------
23,278
0
-------------
0
3Luteran John
VP Finance
(i)

(ii)
170,672
-------------
65,847
12,267
-------------
4,733
3,174
-------------
1,225
7,586
-------------
2,927
17,738
-------------
6,843
211,437
-------------
81,575
0
-------------
0
4McGann Martin
Sr VP Advocacy & Strategic Initiativ
(i)

(ii)
212,200
-------------
0
28,538
-------------
0
1,362
-------------
0
9,242
-------------
0
37,626
-------------
0
288,968
-------------
0
0
-------------
0
5Marbury Shana
General Counsel & Sr. VP, Edu & Work
(i)

(ii)
220,200
-------------
19,539
24,023
-------------
2,132
1,498
-------------
133
9,694
-------------
860
9,263
-------------
822
264,678
-------------
23,486
0
-------------
0
6Federico Paul
VP, Corporate & Member Relations
(i)

(ii)
147,754
-------------
0
101,996
-------------
0
1,487
-------------
0
10,393
-------------
0
25,342
-------------
0
286,972
-------------
0
0
-------------
0
7Janik Deb
SVP Business & R/E Devl
(i)

(ii)
225,240
-------------
0
29,359
-------------
0
2,021
-------------
0
10,277
-------------
0
12,468
-------------
0
279,365
-------------
0
0
-------------
0
8Kim Megan
VP, Member Devl & Mkting, Exec. Dir.
(i)

(ii)
174,884
-------------
30,862
22,988
-------------
4,057
1,004
-------------
177
7,756
-------------
1,369
18,641
-------------
3,290
225,273
-------------
39,755
0
-------------
0
9Luca Steven
Managing VP - CDA
(i)

(ii)
165,958
-------------
0
19,300
-------------
0
1,314
-------------
0
7,820
-------------
0
35,386
-------------
0
229,778
-------------
0
0
-------------
0
10Coates Steve
Controller Finance & Operations
(i)

(ii)
113,355
-------------
31,415
9,788
-------------
2,713
913
-------------
253
5,128
-------------
1,421
11,695
-------------
3,241
140,879
-------------
39,043
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 4b The President, Joseph D. Roman, participates in a supplemental non-qualified retirement plan. No amount was actively paid to him during the year. The change in actuarial value of this benefit was $81,039 for 2019. The Executive Vice President of Finance and Operations, Yvette Ittu, participates in a supplemental non-qualified 457(f) plan. In 2019, the organization contributed $12,215 to her 457(f) plan.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Return Reference Explanation
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.
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- February 2018) 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 IX, line 11g Consulting 1,509,532. Marketing 617,254.
Form 990, Part XI, line 9: Adoption of ASU 2014-09 adjustment -1,503,716.
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Greater Cleveland Partnership
 
Employer identification number

34-0149250
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) GCP Real Estate Holdings LLC
1240 Huron Road E Suite 300
Cleveland,OH44115
82-1975915
Real Estate Holding Company OH 0 5,650,342 Greater Cleveland Partnership
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Cleveland Development Foundation
1240 Huron Road E Suite 300

Cleveland,OH44115
34-6528498
To develop & improve Cleveland's Civic visions. OH 501(c)(3) Line 7 Greater Cleveland Partnership
 
Yes
 
(2)Economic Growth Foundation
1240 Huron Road E Suite 300

Cleveland,OH44115
34-1916518
To promote & enhance civic, economic, and cultural growth. OH 501(c)(3) Line 7 Greater Cleveland Partnership
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Group Services Inc

1240 Huron Road E Suite 300
Cleveland,OH44115
34-1402329
Small bus access to affordable/quality group insurance. OH Greater Cleveland Partnership
 
C 1,665,389 2,420,549 100.000 % Yes  
(2) GCP Shared Services Inc

1240 Huron Road E Suite 300
Cleveland,OH44115
20-8637606
Lease Management OH Greater Cleveland Partnership
 
C     50.000 % Yes  










Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Group Services Inc

N 260,296  
(2) Group Services Inc

O 541,607  
(3) Group Services Inc

S 829,516  
(4) Economic Growth Foundation

N 237,971  
(5) Economic Growth Foundation

O 1,087,437  
(6) Economic Growth Foundation

R 821,072  
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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