2025-08-13T07:43:18-05:00 2024-09-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2023-10-01 340750346 THE HOLDEN ARBORETUM HOLD 4409464400 9500 SPERRY ROAD KIRTLAND OH 440945172 EDWARD MOYDELL PRESIDENT & CEO 4409464400 2025-08-11 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2023 2025-03-06 01:10:19Z HOLDEN FORESTS & GARDENS EDWARD MOYDELL 9500 SPERRY ROAD KIRTLAND OH 440945172 12995702 0 X WWW.HOLDENARB.ORG X 1931 OH THE HOLDEN ARBORETUM CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. 30 30 299 707 0 0 9420600 9195902 1107303 854625 1025608 1510681 338958 193683 11892469 11754891 0 0 0 0 6902706 7481806 56094 0 663008 3572957 4239552 10531757 11721358 1360712 33533 176229844 198751229 1333729 1348759 174896115 197402470 X THE HOLDEN ARBORETUM CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. 0 0 8105839 0 884467 SEE SCHEDULE OTHE HOLDEN ARBORETUM IS A 3,500-ACRE OUTDOOR LIVING MUSEUM THAT CONTRIBUTES TO THE SUSTAINABILITY AND HEALTH OF COMMUNITIES IN THE GREAT LAKES REGION BY DEMONSTRATING AND SHARING THE BEAUTY AND VALUE OF TREES AND PLANTS. IN ADDITION, THE ARBORETUM HOLDS APPROXIMATELY 1,600 ACRES IN CONSERVATION EASEMENTS AND INCLUDES THE 29-ACRE LEACH RESEARCH STATION IN MADISON, OH. THE HOLDEN ARBORETUM IS INTEGRATED WITH THE CLEVELAND BOTANICAL GARDEN AS HOLDEN FORESTS & GARDENS ("HF&G"). THE CLEVELAND BOTANICAL GARDEN IS AN URBAN BOTANICAL GARDEN LOCATED 25 MILES FROM HOLDEN ARBORETUM IN THE CITY OF CLEVELAND. TOGETHER, THE INSTITUTIONS ARE ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS AND REPRESENT ONE OF THE LARGEST PUBLIC GARDENS IN THE COUNTRY. THE MISSION OF THE TWO ORGANIZATIONS IS TO CONNECT PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. THE HOLDEN ARBORETUM FULFILS THIS MISSION THROUGH CORE PROGRAMMING THAT FOCUSES ON SCIENTIFIC RESEARCH, CONSERVATION, HORTICULTURE AND CURATION, EDUCATION, EXHIBITIONS AND EVENTS, AND COMMUNITY OUTREACH. FISCAL YEAR 2024 ENDING SEPTEMBER 30, 2024 (FY24), WAS ED MOYDELL'S FIRST YEAR AS NEW PRESIDENT AND CEO, AFTER JOINING THE ORGANIZATION ON SEPTEMBER 1, 2023. IN FY24, HF&G AFFIRMED ITS MISSION AND VISION AND DEVELOPED A NEW STRATEGIC PLAN TO GUIDE THE ORGANIZATION'S WORK FOR 2025 THROUGH 2029. PILLARS OF THE STRATEGIC PLAN ARE LANDSCAPES, INSPIRATION, KNOWLEDGE, COMMUNITY, AND EXCELLENCE. ADDITIONALLY, HF&G AFFIRMED ITS COMPREHENSIVE SITE PLAN, COMPRISING KEY PROJECTS THAT WILL ENSURE THAT BOTH CAMPUSES ARE WELCOMING, YEAR-ROUND DESTINATIONS FOR ALL GUESTS THAT MODEL AND CATALYZE ENVIRONMENTAL STEWARDSHIP. HF&G ALSO CONTINUED ITS CORE MISSION-FOCUSED PROGRAMS.SCIENTIFIC RESEARCH: THE RESEARCH STAFF PUBLISHED 18 PEER-REVIEWED PAPERS IN INDUSTRY JOURNALS AND GAVE FIVE PRESENTATIONS TO PROFESSIONAL AUDIENCES AND 12 TO PUBLIC AUDIENCES. ONGOING RESEARCH PROJECTS INCLUDE STUDIES ON BEECH LEAF DISEASE; BEECH BARK DISEASE; HEMLOCK WOOLY ADELGID; PLANT PHYSIOLOGY; PLANT PHENOLOGY; SOIL ECOLOGY; FOREST ECOLOGY; AND GENETICS; AND 18 INTERNS AND SIX GRADUATE STUDENTS SUPPORTED THIS WORK IN FY24. COLLECTIVELY, THE RESEARCH TEAM WAS AWARDED TWO NEW GRANTS TOTALING OVER $1.9 MILLION. THE MASTER PLAN FOR EXPANSION OF THE LONG CENTER FOR PLANT & ENVIRONMENTAL RESEARCH WAS ALSO COMPLETED, WHICH WILL ADD A NEW, TWO-STORY EXPANSION WITH 8,000 SQUARE FEET OF NEW SPACE AND TWO NEW GREENHOUSE STRUCTURES. HF&G ALSO CONTINUED TO DEVELOP A REGIONAL SEEDBANK FOR CLIMATE MITIGATION AND FOREST RESTORATION WORK; THE GOAL IS TO COLLECT, STORE, AND REDISTRIBUTE NATIVE SEEDS TO SUPPORT REFORESTATION AND RESTORATION PROJECTS THROUGHOUT NORTHEAST OHIO AND BEYOND. IN JUST A PARTIAL YEAR OF OPERATION, THE SEEDBANK PROCESSED 150,000 SEEDS FROM 30 DIFFERENT NATIVE SPECIES.CONSERVATION AND COMMUNITY FORESTRY: THE CONSERVATION TEAM MANAGES OVER 3,000 ACRES OF NATURAL AREAS AT THE ARBORETUM. IN FY24, THEY PLANTED 11,232 TREES AND CARED FOR OR PROPAGATED ABOUT 900 ADDITIONAL TREES, IN ADDITION TO PERFORMING INVASIVE SPECIES CONTROL ON 712 ACRES. THEY ALSO CONDUCTED RARE PLANT SURVEYS ON 10 SPECIES AND COLLECTED AND PROPAGATED THREE RARE PLANT SPECIES. IN FY24, THE TEAM CONTINUED ITS ASSESSMENT, TREATMENT, AND MANAGEMENT OF PESTS AND DISEASES INCLUDING BEECH LEAF DISEASE, HEMLOCK WOOLLY ADELGID, AND OAK WILT ACROSS APPROXIMATELY 750 ACRES. IN URBAN FORESTRY, 152 TREES WERE PLANTED AND ANOTHER 792 TREES CARED FOR IN CUYAHOGA COUNTY. HF&G'S WORKING WOODS INITIATIVE, WHICH IS A UNIQUE FOREST MANAGEMENT DEMONSTRATION SITE FOR LANDOWNERS OF SMALL WOODLOTS, RECEIVED A $1.9M GRANT FROM THE US FOREST SERVICE. THE FUNDING SUPPORTED THE HIRING OF THREE NEW STAFF MEMBERS TO EXPAND OUR FOREST MANAGEMENT SUPPORT FOR PRIVATE LANDOWNERS. FINALLY, THROUGH THE GREAT LAKES BASIN FOREST HEALTH COLLABORATIVE, A PARTNERSHIP WITH THE US FOREST SERVICE BASED AT HOLDEN, 73,000 ASH SEEDS WERE COLLECTED ACROSS OHIO. THE COLLABORATIVE ALSO CARED FOR 130 EXISTING BEECH TREES, 825 EXISTING ASH TREES, AND 1,500 EXISTING HEMLOCK TREES AND CO-HOSTED A TREE SPECIES IN PERIL MEETING WITH THE NATURE CONSERVANCY. HORTICULTURE AND COLLECTIONS: THE HORTICULTURE AND COLLECTIONS STAFF CULTIVATES, MAINTAINS, AND CARES FOR 15,100 ACCESSIONED PLANTS AND PLANT GROUPINGS IN THE LIVING COLLECTION AT THE HOLDEN ARBORETUM. IN COLLABORATION WITH THE RESEARCH STAFF, THEY MANAGE ANOTHER 3,200 PRESERVED RESEARCH SPECIMENS AND ASSOCIATED DATA. THE HORTICULTURE TEAM MAINTAINS APPROXIMATELY 340 ACRES OF DEVELOPED GROUNDS IN AND OUTSIDE OF THE "CORE" VISITOR AREA OF THE ARBORETUM, ENSURING THAT GUESTS ENJOY A SENSE OF WONDER AND BEAUTY EVERY TIME THEY VISIT. WHILE THE HORTICULTURE STAFF CONTINUED TO ADVANCE A PHASED REFRESH AND REDESIGN OF SIGNATURE GARDENS AT THE ARBORETUM IN FY24, A COMPREHENSIVE, 4.5-MI BACK-COUNTRY TRAIL SYSTEM WAS DEVELOPED TO PROVIDE GUESTS ACCESS TO THE ARBORETUM'S UNIQUE FORESTS AND NATURAL AREAS. THE COLLECTIONS CURATION STAFF CONTINUED ITS TWO-YEAR PROJECT, FUNDED BY THE INSTITUTE OF MUSEUM & LIBRARY SERVICES, TO MAP AND DIGITIZE DECADES OF DATA, MAKING PLANT RECORDS AND INFORMATION MORE ACCESSIBLE TO STAFF, INDUSTRY PROFESSIONALS, AND THE PUBLIC. THE HORTICULTURE AND COLLECTIONS TEAM ALSO WORKS CLOSELY WITH THE EDUCATION STAFF TO SUPPORT BOTH FORMAL AND INFORMAL LEARNING EXPERIENCES. GUEST EXPERIENCE: IN FY24, THE ARBORETUM WELCOMED OVER 161,000 TOTAL VISITORS, ENGAGING THEM IN THE WONDER AND BEAUTY OF PLANTS AND SHARING THEIR VALUE TO OUR COMMUNITIES. ARBORETUM STAFF WORKED WITH APPLIED IMAGINATION TO DEVELOP AND PRESENT POLLINATOR EXPRESS, AN OUTDOOR EXHIBITION IN SUMMER 2024. THE ARBORETUM HOSTED 14 SPECIAL EVENTS, INCLUDING THE TOTAL ECLIPSE OF THE ARBORETUM IN APRIL 2024, WHERE 1,200 GUESTS EXPERIENCED A ONCE-IN-A-LIFETIME TOTAL SOLAR ECLIPSE AMID THE BEAUTY OF NATURE! THESE SPECIAL EVENTS, INFORMAL LEARNING OPPORTUNITIES, AND PRIVATE RENTALS, ENGAGED 22,000 GUESTS IN 2024. HIGHLIGHTS TRAM TOURS WELCOMED 3,300 GUESTS IN FY24, INCLUDING THOSE WITH LIMITED MOBILITY OR THOSE NEW TO THE ARBORETUM. TOGETHER WITH THE ARBORETUM'S SIGNATURE MURCH CANOPY WALK AND KALBERER EMERGENT TOWER EXPERIENCES, THESE SPECIAL EXHIBITS AND EXPERIENCES DRIVE GENERAL ADMISSION, HELPING TO SUSTAIN THE ORGANIZATION'S OPERATING BUDGET, WHILE ALSO DRAWING IN VISITORS AND PIQUING INTEREST IN THE IMPORTANCE OF NATURE AND THE OUTDOOR WORLD. EDUCATION: THE ARBORETUM PROVIDES A SERIES OF EDUCATIONAL OPPORTUNITIES FOR ALL AGES, FROM YOUTH AND CLASSROOM-BASED PROGRAMS TO ADULT AND CONTINUING EDUCATION. CLASSROOM- AND CAMPUS-BASED PROGRAMS AT THE ARBORETUM INCLUDE SPROUTING YOUNG SCIENTISTS (SPYS) FOR PRE-K AND GROWING STUDENTS IN SCIENCE (GSS) FOR GRADES 2 THROUGH 5. OVER 13,300 STUDENTS PARTICIPATED IN THESE SCHOOL-BASED PROGRAMS IN FY24. THE EDUCATION TEAM ALSO MANAGES THE NATURE-BASED LEARNING SITE BUCKEYE BUD'S AT THE ARBORETUM, OFFERS ADULT CLASSES AND PUBLIC PROGRAMS, AND PROVIDES RESOURCES FOR TEACHERS. AT THE ARBORETUM 81 CAMPERS ATTENDED 6 DIFFERENT SUMMER CAMPS IN FY24 AND OVER 2,860 YOUTH TOOK PART IN OUR VALUE-ADDED PROGRAMMING WHILE ON SITE. THE ADULT AUDIENCE WAS ALSO WELL SERVED WITH OVER 1,346 TAKING PART IN OUR CLASS OFFERINGS THAT RANGE FROM NATURAL AREAS HIKES TO WREATH MAKING TO SEED COLLECTING AND GRAFTING. COMMUNITY OUTREACH: IN FY24, HF&G CONTINUED TO POSITION ITSELF AS A COMMUNITY LEADER IN URBAN GREENING AND FORESTRY, ADVANCING ITS PEOPLE FOR TREES CAMPAIGN TO PLANT 15,000 TREES IN NORTHEAST OHIO BY 2025. THE COMMUNITY'S ENTHUSIASTIC RESPONSE CONTINUED, NEARLY REACHING THE GOAL BY THE END OF YEAR FOUR. IN ADDITION TO THE PEOPLE FOR TREES CAMPAIGN, HF&G CONTINUED TO SUPPORT THE CLEVELAND TREE COALITION THROUGH MEMBERSHIP ON ITS EXECUTIVE LEADERSHIP COMMITTEE AND ACTIVE WORKING COMMITTEES. THE CLEVELAND TREE COALITION IS CHARGED WITH IMPLEMENTING THE 2015 CLEVELAND TREE PLAN TO RESTORE THE DECREASING TREE CANOPY IN CUYAHOGA COUNTY. THE TREE CORPS PROGRAM, A PAID ARBORICULTURE WORKFORCE TRAINING EXPERIENCE, SUPPORTED SIX COHORT MEMBERS AND CONTRIBUTED TO SEEDS COLLECTED AND TREES PLANTED AND MAINTAINED BY THE CONSERVATION AND COMMUNITY FORESTRY STAFF. BEGINNING IN FY23, HF&G USED A FEDERAL EARMARK AWARD FOR URBAN FORESTRY TO PROVIDE TREES IN CUYAHOGA, LAKE, AND GEAUGA COUNTIES. THE GREEN CORPS PROGRAM FOR HIGH SCHOOL STUDENTS ALSO CONTINUED TO GROW, FOCUSED ON MENTORING, INTERNSHIP EXPERIENCE, AND INTRODUCTION TO HORTICULTURAL CAREER OPPORTUNITIES. 8105839 1 1 0 1 0 0 1 1 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 133 0 1 299 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X KEVIN SCHRECENGOST 4406023830 9500 SPERRY ROAD KIRTLAND OH 440945172 X CONSTANCE NORWEB ABBEY DIRECTOR 2.00 2.00 X 0 0 0 THOMAS D ANDERSON VICE CHAIR 3.00 2.00 X X 0 0 0 VICTORIA U BROER DIRECTOR 2.00 0.00 X 0 0 0 BARBARA BROWN DIRECTOR 2.00 0.00 X 0 0 0 TERA N COLEMAN DIRECTOR 2.00 0.00 X 0 0 0 JONATHAN E DICK DIRECTOR 2.00 0.00 X 0 0 0 PAUL E DICORLETO DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL W DINGELDEIN DIRECTOR 2.00 0.00 X 0 0 0 LAVITA W EWING DIRECTOR 2.00 0.00 X 0 0 0 CATHERINE M FAUST DIRECTOR 2.00 0.00 X 0 0 0 MIKIKO FUJITA DIRECTOR 2.00 0.00 X 0 0 0 ROBERT R GALLOWAY DIRECTOR 2.00 0.00 X 0 0 0 LYNN-ANN GRIES DIRECTOR 2.00 0.00 X 0 0 0 SARAH L GRIES DIRECTOR 2.00 0.00 X 0 0 0 JONATHAN HATCH DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN J KNERLY CHAIR 2.00 0.00 X X 0 0 0 JOSEPH J MAHOVLIC DIRECTOR 2.00 0.00 X 0 0 0 LESLIE MANZO DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL C MARINO DIRECTOR 2.00 0.00 X 0 0 0 ROY D MINOFF DIRECTOR 2.00 0.00 X 0 0 0 CYNTHIA A MOORE-HARDY DIRECTOR 2.00 0.00 X 0 0 0 KELLY MORGAN DIRECTOR 2.00 0.00 X 0 0 0 ELLEN W JONES NORDELL DIRECTOR 2.00 0.00 X 0 0 0 KATHLEEN A OUTCALT DIRECTOR 2.00 0.00 X 0 0 0 GARY W POTH DIRECTOR 2.00 0.00 X 0 0 0 ROBIN D SCHACHAT DIRECTOR 2.00 2.00 X 0 0 0 LYNN C SHIVERICK DIRECTOR 2.00 0.00 X 0 0 0 RUTH M STAFFORD SECRETARY 2.00 0.00 X X 0 0 0 CHARLES F WALTON DIRECTOR 2.00 0.00 X 0 0 0 JOY K WARD DIRECTOR 2.00 0.00 X 0 0 0 EDWARD MOYDELL PRESIDENT & CEO 30.00 30.00 X 225715 0 3917 KATHLEEN HEFLIN CFO & TREASURER 30.00 30.00 X 256535 0 21079 MARGARET BUTZOW ASSISTANT SECRETARY 20.00 20.00 X 0 88901 10733 KEVIN SCHRECENGOST INTERIM TREASURER & VP OF FIN. 30.00 30.00 X 5115 0 0 DAVID BURKE VP,SCIENCE & CONSERVATION 40.00 0.00 X 157411 0 20852 CAROLINE TAIT VP, HORTICULTURE & COLLECTIONS 40.00 0.00 X 118330 0 12596 JUDITH TOBIN VP, HUMAN RESOURCES 20.00 20.00 X 113931 0 23397 877037 88901 92574 5 0 1 0 ASHTON TECHNOLOGY SOLUTIONS 23625 COMMERCE PARK STE 130 BEACHWOOD OH 44122 TECHNOLOGY SERVICES 226196 BROKAW 1213 W 6TH ST CLEVELAND OH 44113 MARKETING/COMMUNICATIONS 150038 CITY WIDE FACILITY SOLUTIONS 24950 COUNTRY CLUB BLVD400 NOLMSTED OH 44070 CUSTODIAL SERVICES 102527 3 837698 35460 8322744 30523 9195902 ADMISSIONS 900099 650083 650083 EDUCATION COURSES 611600 204542 204542 854625 676330 676330 68816 0 68816 68816 68816 2003885 15183 1181199 3518 822686 11665 834351 834351 410 0 410 410 150709 56094 94615 94615 OTHER REVENUE 900099 29842 29842 29842 11754891 884467 0 1674522 644574 411505 206508 26561 5475596 3495698 1754262 225636 249509 159290 79937 10282 541979 346007 173638 22334 570148 363991 182663 23494 88753 88753 31750 20043 11707 40950 40950 415248 327942 87306 122519 82502 33873 6144 101736 43998 28484 29254 219902 105864 102080 11958 182238 150396 31740 102 180093 124407 47590 8096 915529 756020 157454 2055 121353 103966 1912 15475 LANDSCAPE MAINTENANCE 654428 649588 3760 1080 BLDG.& EQUIP. MAINT. 354978 319721 35138 119 EDUC.&MEMBERSHIP 331635 224708 45100 61827 RESEARCH EXPENSES 235446 235446 242994 55044 56665 131285 11721358 8105839 2952511 663008 9705495 8592007 298753 912559 7198000 7709236 34315 39520 215406 412054 39900888 16419366 23276756 23481522 134178119 155043740 1323000 2560591 176229844 198751229 1120913 1132583 127317 149026 85499 67150 1333729 1348759 X 61364646 67990263 113531469 129412207 174896115 197402470 176229844 198751229 33533 22472822 0 X 0 1 X 1 0 X 7669334 8762100 8516818 9420600 9195902 43564754 7669334 8762100 8516818 9420600 9195902 43564754 22469196 21095558 670726 511071 -175832 -235305 745146 1515806 57608 37762 157052 152505 30252 435179 45515739 4470570 0.46350 0.43210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 57,608. 2020 AMOUNT: $ 37,762. 2021 AMOUNT: $ 157,052. 2022 AMOUNT: $ 152,505. 2023 AMOUNT: $ 30,252. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 40950 0 0 40950 0 X X X 23 1700.00 0 0 0 1 1 60.00 0 1 X X X 0 36042963 -61091 9914466 1782223 44114115 32176655 620467 4822226 1576385 36042963 40827915 1401723 -8550542 1502441 32176655 32509826 981206 8937170 1600287 40827915 31495728 263343 2164562 1413807 32509826 0.70614 0.08953 0.20433 0 0 13078225 13078225 10770121 6280360 4489761 3824986 3229366 595620 12227556 6909640 5317916 23481522 GIFT ANNUITIES 67150 67150 34227713 22472822 22472822 11754891 0 11754891 11721358 0 11721358 0 11721358 PART II, LINE 3: CONSERVATION EASEMENTS - THE ARBORETUM HAS RECEIVED CONTRIBUTIONS OF DEVELOPMENT RIGHTS, VIA CONSERVATION EASEMENTS, ASSOCIATED WITH APPROXIMATELY 1,700 ACRES OF LAND. NO VALUE HAS BEEN PLACED ON THESE CONTRIBUTIONS AND THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. HOWEVER, THE ARBORETUM IS REQUIRED TO MAINTAIN THE INTEGRITY OF THE EASEMENTS AND MAY INCUR LEGAL AND OTHER COSTS TO ENFORCE THE EASEMENTS. PART III, LINE 1A: FINANCIAL STATEMENT FOOTNOTE: PERMANENT COLLECTIONS - THE ORGANIZATION'S PERMANENT COLLECTIONS OF ACCESSIONED AND NON-ACCESSIONED WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION AND HORTICULTURAL SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, ANIMALS, BIRDS, REPTILES AND INSECTS, LIBRARY AND RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ORGANIZATION'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND THE FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ACCESSIONS AND DEACCESSIONS TO THE PERMANENT COLLECTIONS ARE MADE PER THE GUIDELINES ESTABLISHED IN THE ORGANIZATION'S COLLECTION MANAGEMENT POLICY WHICH HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUMS' CODE OF ETHICS AND THE AMERICAN PUBLIC GARDENS ASSOCIATION. OBJECTS IN THE ORGANIZATION'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. PART III, LINE 4: DESCRIPTION OF ORGANIZATION'S COLLECTIONS: THE ARBORETUM'S ACCESSIONED LIVING COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, AND NON-LIVING COLLECTIONS OF RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ARBORETUM'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ACCESSIONS AND DEACCESSIONS TO THE LIVING AND NON-LIVING COLLECTIONS ARE MADE PER THE GUIDELINES ESTABLISHED IN THE ORGANIZATION'S COLLECTION MANAGEMENT POLICY, WHICH HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUMS' CODE OF ETHICS AND THE AMERICAN PUBLIC GARDENS ASSOCIATION. OBJECTS IN THE ARBORETUM'S LIVING AND NON-LIVING COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS - THE ARBORETUM ENDOWMENT CONSISTS OF SEVERAL PERMANENTLY RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE RECORDED AT HISTORICAL DOLLAR VALUE. INCOME AND REALIZED/UNREALIZED GAINS/LOSSES FOR SOME SPECIFIC FUNDS ARE RECORDED AS TEMPORARILY RESTRICTED UNTIL SPENT FOR THOSE SPECIFIC PURPOSES IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, EARNINGS IN EXCESS OF THE SPENDING POLICY ARE ADDED TO TEMPORARILY RESTRICTED NET ASSETS. INCOME FROM OTHER FUNDS IS TO BE USED FOR THE GENERAL OPERATIONS, AND IS RECORDED AS UNRESTRICTED. X X X X X X X 1 CAMPBELL & CO 1 E WACKER DR 2100 CHICAGO IL 60601 CAMPAIGN CONSULTING 0 0 54527 0 54527 OH X X X X X 0 0 0 0 0 0 0 1 0 KATHLEEN HEFLIN CFO & TREASURER 240535 0 16000 0 0 0 15221 0 5858 0 277614 0 0 0 EDWARD MOYDELL PRESIDENT & CEO 165715 0 60000 0 0 0 0 0 3917 0 229632 0 0 0 DAVID BURKE VP,SCIENCE & CONSERVATION 149411 0 8000 0 0 0 9964 0 10888 0 178263 0 0 0 PART I, LINE 7 NON-FIXED PAYMENTS - THE ORGANIZATION PROVIDED CERTAIN INDIVIDUALS A BONUS BASED ON PERFORMANCE. X 2 30523 FMV 0 0 1 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE ARBORETUM USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED ARE AT OR BELOW FAIR MARKET VALUE. FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS (CONT'D): IN FY24, HF&G HOSTED 17 GREEN CORPS INTERNS WHO COMPLETED 2,887 HOURS OF WORK WITH 20 MENTORS WHILE SUPPORTING 7 DEPARTMENT'S WORK IN ADDITION TO CREATING VALUE ADDED PRODUCTS INCLUDING ADDITIONAL TOUCHPOINTS FOR GUESTS AND EDUCATIONAL RESOURCES. IN ADDITION TO SERVING ON CLEVELAND TREE COALITION COMMITTEES, HF&G STAFF SERVED ON THE CLEAN OHIO NATURAL RESOURCES ASSISTANCE COUNCIL; HOLDEN PARKS TRUST BOARD; DOAN BROOK WATERSHED PARTNERSHIP BOARD OF DIRECTORS; AND UNIVERSITY CIRCLE INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 REPORTABLE RELATIONSHIPS - THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: SARAH GRIES AND LYNN-ANN GRIES. THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: SARAH GRIES AND JONATHAN DICK; STEPHEN KNERLY AND PRIVILEDGED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION - THE DIRECTORS ARE THE MEMBERS OF THE CORPORATION. THEY ARE ELECTED FOR A THREE-YEAR TERM. THE DIRECTORS EXERCISE ALL AUTHORITY RESERVED TO THE MEMBERS UNDER OHIO LAW. PERSONS WHO ARE ACCORDED MEMBERSHIP STATUS OR OTHERWISE CALLED MEMBERS ARE NOT "MEMBERS" AS THE TERM IS USED IN THE OHIO NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS - THE DIRECTORS ARE THE MEMBERS FOR ALL PURPOSES UNDER OHIO LAW, INCLUDING ELECTING INDIVIDUALS TO THE BOARD OF DIRECTORS (THE GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT AND RISK COMMITTEE AND OPERATING MANAGEMENT. AFTER REVIEW OF THE FORM 990, THE AUDIT AND RISK COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - ALL BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AN INFORMATION FORM WHICH INCLUDES A SECTION REGARDING CONFLICTS OF INTEREST. EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND ANY ISSUE WHICH ARISES IS ENCOURAGED TO BE REPORTED AND DISCUSSED. ADDITIONALLY, AN ANNUAL REVIEW OF RELATED PARTY ACTIVITY IS CONDUCTED IN CONJUNCTION WITH THE AUDIT PROCESS. WHEN A CONFLICT ARISES, THE INTERESTED PARTY IS NOT PERMITTED IN THE DISCUSSION OR DECISION ABOUT THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW AND APPROVAL - THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ARBORETA AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON HOLDEN'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. HOLDEN DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART VII - ADDITIONAL INFORMATION ABOUT COMPENSATION: KEVIN SCHRECENGOST, INTERIM TREASURER AND VP OF FINANCE, COMMENCED EMPLOYMENT ON DECEMBER 18, 2023 AND THEREFORE ONLY HAD APPROXIMATELY 2 WEEKS OF COMPENSATION ON HIS 2023 FORM W-2 ALTHOUGH HE SERVED AS AN OFFICER FOR 9.5 MONTHS DURING THE ARBORETUM'S FISCAL YEAR ENDED SEPTEMBER 30, 2024. CLEVELAND BOTANICAL GARDEN 11030 EAST BLVD CLEVELAND OH 44106 340239538 HORTIC.EDUC. OH 501(C)(3) LINE 7 HOLDEN ARB 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 CLEVELAND BOTANICAL GARDEN D 7709236 FMV