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 340239538 CLEVELAND BOTANICAL GARDEN CLEV 2167211600 11030 EAST BLVD CLEVELAND OH 44106 EDWARD MOYDELL PRESIDENT & CEO 2167211600 2025-08-11 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2023 2025-03-06 01:10:19Z HOLDEN FORESTS & GARDENS EDWARD MOYDELL 11030 EAST BLVD CLEVELAND OH 44106 6527541 0 X WWW.CBGARDEN.ORG X 1937 OH THE CLEVELAND BOTANICAL GARDEN CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. 3 3 0 518 25691 0 2589310 2082742 2450599 2943992 584556 833566 297128 404488 5921593 6264788 0 0 0 0 3244085 3439885 56094 0 800071 4503309 4803193 7803488 8243078 -1881895 -1978290 29020888 29187110 15709692 16355635 13311196 12831475 X THE CLEVELAND BOTANICAL GARDEN CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. 0 0 5808476 0 3145859 SEE SCHEDULE OTHE CLEVELAND BOTANICAL GARDEN IS LOCATED ON 10 ACRES IN THE UNIVERSITY CIRCLE NEIGHBORHOOD OF CLEVELAND. THE GARDEN COMPRISES TWO INDOOR GLASSHOUSE BIOMES AND OUTDOOR GARDENS INCLUDING THE HERSHEY CHILDREN'S GARDEN, WHICH WAS DESIGNED TO ENGAGE CHILDREN IN THE NATURAL WORLD AROUND THEM. THE CLEVELAND BOTANICAL GARDEN IS INTEGRATED WITH THE HOLDEN ARBORETUM AS HOLDEN FORESTS & GARDENS ("HF&G"). THE HOLDEN ARBORETUM IS LOCATED 25 MILES FROM THE GARDEN, IN KIRTLAND, OH. 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 CLEVELAND BOTANICAL GARDEN FULFILS THIS MISSION THROUGH CORE PROGRAMMING THAT FOCUSES ON 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. HORTICULTURE & COLLECTIONS: THE HORTICULTURE & COLLECTIONS STAFF CULTIVATES, MAINTAINS, AND CARES FOR 5,500 PLANTS IN THE LIVING COLLECTION AT THE CLEVELAND BOTANICAL GARDEN, ALONG WITH OVER 100 LIVE ANIMALS INCLUDING BIRDS, REPTILES, AMPHIBIANS, AND MAMMALS, AND THOUSANDS MORE INSECTS, THAT MAKE THEIR HOMES IN THE MADAGASCAR AND COSTA RICA GLASSHOUSES. THE TEAM MAINTAINS THE 10 ACRES OF DEVELOPED AND CULTIVATED GARDENS, ENSURING THAT GUESTS ENJOY A SENSE OF WONDER AND BEAUTY EVERY TIME THEY VISIT. WHILE THE HORTICULTURE STAFF ADVANCED A PHASED REDESIGN AND RENOVATION OF SIGNATURE GARDENS AT THE BOTANICAL GARDEN IN FY24, THEY ALSO COLLABORATE CLOSELY WITH THE EXHIBITS & EXPERIENCES STAFF TO DELIVER SPECIAL EXHIBITS AND ANNUAL PRODUCTIONS SUCH AS THE GUEST FAVORITE ORCHIDS" EXHIBIT AND THE NEW WINTER SHOW THAT DEBUTED IN FY24, FROST. 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. EDUCATION: THE CLEVELAND BOTANICAL GARDEN 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 GARDEN INCLUDE CLE4SCI, WHICH SERVES THIRD GRADE CLASSROOMS IN THE CLEVELAND METROPOLITAN SCHOOL DISTRICT AND THE POWER OF PLANTS (POP), AN ASSEMBLY-STYLE PROGRAM FOR UP TO 250 STUDENTS THAT INCLUDES A PRESENTATION AND UP TO FOUR HOURS OF 4 HOURS OF SMALL-GROUP, HANDS-ON ACTIVITIES. IN FY24 OVER 10,900 STUDENTS TOOK PART IN SCHOOL-BASED PROGRAMS SUCH AS THESE. IN ADDITION TO FORMAL AND INFORMAL ELEMENTARY-SCHOOL CURRICULA, THE EDUCATION TEAM ALSO MANAGES THE GARDEN'S SIGNATURE NATURE-BASED LEARNING SITE, THE HERSHEY CHILDREN'S GARDEN, AND THE INDOOR, ALL-SEASON HARRINGTON PERENNIAL PLAYSPACE. OVER 13,600 FAMILY MEMBERS TOOK PART IN BUTTERFLY RELEASES, POND DIPPING, NATURE CRAFTING AND PLANTING ACTIVITIES WHILE AT THE CLEVELAND BOTANICAL GARDEN. HF&G'S EDUCATION PROGRAM ALSO OFFERS ADULT CLASSES AND PUBLIC PROGRAMS AND PROVIDES RESOURCES FOR TEACHERS. AT THE BOTANICAL GARDEN, 96 CAMPERS ATTENDED 6 SUMMER CAMPS IN FY24 AND AT THE OPPOSITE END OF THE SPECTRUM 601 ADULTS TOOK CLASSES RANGING FROM BOTANICAL PAINTING AND DRAWING TO ORCHID CARE TO USING NATURAL PLANT DYES. EXHIBITIONS AND EVENTS: IN FY24, THE GARDEN SERVED OVER 183,000 TOTAL VISITORS, ENGAGING THEM IN THE WONDER AND BEAUTY OF PLANTS AND SHARING THEIR GREAT VALUE TO OUR COMMUNITIES. THE GARDEN CONTINUED ANNUAL, VISITOR-FAVORITE PRODUCTIONS INCLUDING ORCHIDS FOREVER AND UNVEILED THE ALL-NEW WINTER EXHIBITION, FROST. DURING THE SPRING, THE GARDEN HOSTED LIFE IN ONE CUBIC FOOT, A TRAVELING SCIENCE EXHIBITION FROM THE SMITHSONIAN INSTITUTE IN WASHINGTON D.C. FOCUSING ON BIODIVERSITY AND HIGHLIGHTING THE RESEARCH DONE BY HOLDEN SCIENTISTS. THROUGHOUT THE YEAR, 47 INDIVIDUAL ARTISTS, 42 OF WHOM ARE LOCAL OHIOANS, EXHIBITED THEIR WORK IN FOUR SEPARATE GALLERY SPACES THROUGHOUT THE GARDEN. THE GARDEN HOSTED 16 SPECIAL TICKETED EVENTS THAT WELCOMED NEARLY 3,700 GUESTS, AS WELL AS SPECIAL EXHIBITIONS AND INFORMAL LEARNING OPPORTUNITIES THAT 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. 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. HF&G HOSTED 17 INTERNS IN FY24 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. WORKING WITH THE CITY OF CLEVELAND, HF&G ALSO OFFERED OVER 46 ONSITE PROGRAMS AT THREE DIFFERENT CITY OF CLEVELAND NEIGHBORHOOD RECREATION CENTERS TO HELP FOSTER AN INTEREST IN PLANTS AND APPRECIATE THE ROLE THEY PLAY IN BUILDING HEALTHY COMMUNITIES. 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. 5808476 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X KEVIN SCHRECENGOST 4406023830 11030 EAST BOULEVARD CLEVELAND OH 44106 X CONSTANCE NORWEB ABBEY DIRECTOR 2.00 2.00 X 0 0 0 ROBIN SCHACHAT DIRECTOR 2.00 2.00 X 0 0 0 THOMAS D ANDERSON CHAIR 2.00 2.00 X X 0 0 0 EDWARD MOYDELL PRESIDENT&CEO 30.00 30.00 X 0 225715 3917 KATHLEEN HEFLIN CFO & TREASURER 30.00 30.00 X 0 256535 21079 MARGARET BUTZOW SECRETARY 20.00 20.00 X 88901 0 10733 KEVIN SCHRECENGOST INTERIM TREASURER & VP OF FIN. 30.00 30.00 X 0 5115 0 JOEL ALPERN EXECUTIVE VICE PRESIDENT 20.00 20.00 X 210196 0 29266 DEBORAH MILLER VP, DEVELOPMENT 20.00 20.00 X 153581 0 14970 452678 487365 79965 2 0 1 0 B MORROW PRODUCTIONS 546 LAKE AVE ORLANDO FL 32801 EXHIBIT PRODUCTION 301870 BROKAW 1213 W 6TH ST CLEVELAND OH 44113 MARKETING 246919 ASHTON TECHNOLOGY SOLUTIONS 23625 COMMERCE PARK STE 130 BEACHWOOD OH 44122 TECHNOLOGY SERVICES 164772 3 837719 149843 1095180 5063 2082742 ADMISSION AND PARKING 900099 2406446 2406446 FACILITY RENTAL INCOME 531390 365034 346782 18252 PROGRAM FEES 900099 115382 115382 FOOD SERVICE & MISC. 722513 57130 57130 2943992 589326 589326 240722 3518 0 0 240722 3518 244240 244240 172290 52490 119800 119800 494951 210263 284688 277249 7439 6264788 3145859 25691 1010496 339096 195100 100474 43522 2531772 1456660 750165 324947 129787 74673 38456 16658 202373 116436 59963 25974 236857 136276 70181 30400 38647 38647 31750 31750 40950 40950 317282 248718 583 67981 242404 214745 17923 9736 106134 58130 22705 25299 143062 68122 34318 40622 529776 314297 207485 7994 154076 99200 45474 9402 1915396 1703160 149334 62902 114592 102205 4726 7661 BLDG.&EQUIP.MAINTENANCE 377866 374417 271 3178 EDUC.&MEMBERSHIP 369663 223833 58551 87279 LANDSCAPE MAINTENANCE 234144 233101 1043 BANK FEES 131530 104166 2473 24891 55921 44287 1052 10582 8243078 5808476 1634531 800071 -3280584 -3621307 90335 82592 195636 150875 195968 215704 55119034 38701446 17381749 16417588 14156035 15730837 281749 210821 29020888 29187110 541142 599491 129420 212537 15039130 15543607 15709692 16355635 X -18978 -1903998 13330174 14735473 13311196 12831475 29020888 29187110 -1978290 1498569 0 X 0 1 X 1 0 X 1870067 3087217 2590411 2589310 2082742 12219747 1870067 3087217 2590411 2589310 2082742 12219747 23149 12196598 338571 830021 729229 400132 589326 2887279 11736 254058 6249 272043 15379069 9999689 0.79310 0.76300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 11,736. 2021 AMOUNT: $ 254,058. 2022 AMOUNT: $ 6,249. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40950 40950 5767526 5808476 440424 110106 0 0 400287 430311 454020 440424 1725042 2587563 24660 28025 29090 40950 122725 100072 107578 113505 110106 431261 646892 X X X 0 14150607 0 2318035 736635 15732007 13086025 17223 1761095 713736 14150607 16415836 62798 -2721219 671390 13086025 13827726 123712 2884844 420446 16415836 13409718 758658 180785 521435 13827726 0.11234 0.66015 0.22751 0 0 50323343 35543734 14779609 698962 423292 275670 3863550 2734420 1129130 233179 233179 16417588 SPLIT-INTEREST AGREEMENTS 57863 NOTES PAY.&ADVANCES-HOLDEN ARB. 15485744 15543607 7815847 1498569 52490 1551059 6264788 0 6264788 8295568 52490 52490 8243078 0 8243078 PART III, LINE 1A: THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN A FOOTNOTE ABOUT THE PERMANENT COLLECTIONS OF THE HOLDEN ARBORETUM, THE SOLE MEMBER OF CLEVELAND BOTANICAL GARDEN. THE FOOTNOTE DOES NOT ADDRESS THE COLLECTIONS OF THE GARDEN SEPARATELY. PART III, LINE 4: DESCRIPTION OF ORGANIZATION'S COLLECTIONS - THE GARDEN'S ACCESSIONED LIVING COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, AND NON-LIVING COLLECTIONS OF WORKS OF ART THAT SUPPORT THE GARDEN'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 GARDEN'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 GARDEN'S 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 52,490. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 52,490. 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 SPECIAL EVENTS 172290 172290 52490 172290 172290 52490 52490 119800 X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN HEFLIN CFO & TREASURER 0 240535 0 16000 0 0 0 15221 0 5858 0 277614 0 0 JOEL ALPERN EXECUTIVE VICE PRESIDENT 195196 0 15000 0 0 0 13178 0 16088 0 239462 0 0 0 EDWARD MOYDELL PRESIDENT&CEO 0 165715 0 60000 0 0 0 0 0 3917 0 229632 0 0 DEBORAH MILLER VP, DEVELOPMENT 146081 0 7500 0 0 0 9423 0 5547 0 168551 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBER OF THE ORGANIZATION - THE SOLE MEMBER OF CLEVELAND BOTANICAL GARDEN IS THE HOLDEN ARBORETUM, A SECTION 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A POWERS OF THE MEMBER - THE SOLE MEMBER HAS THE POWER TO ELECT DIRECTORS TO THE BOARD OF THE GARDEN AND TO FILL VACANCIES CAUSED BY DEATH, RESIGNATION, OR REMOVAL OF ANY DIRECTOR. ALL SUCH DIRECTORS SHALL BE SELECTED FROM A SLATE OF NOMINEES PREPARED BY THE BOARD OF DIRECTORS OF THE HOLDEN ARBORETUM. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS RESERVED TO THE MEMBER - AS THE SOLE MEMBER, THE HOLDEN ARBORETUM HAS THE EXCLUSIVE AUTHORITY TO TAKE A NUMBER OF ACTIONS INCLUDING THE FOLLOWING: APPROVE INCREASES IN THE BUDGET OF 10% OR MORE AS PROPOSED BY THE BOARD OF DIRECTORS; APPROVE ALL AMENDMENTS TO THE CODE OF REGULATIONS AFTER REVIEW AND APPROVAL OF SUCH AMENDMENTS TO THE REGULATIONS OF THE BOARD OF DIRECTORS; AND APPROVE THE HIRING AND FIRING OF THE PRESIDENT, THE EXECUTIVE VICE PRESIDENT, AND THE CHIEF FINANCIAL OFFICER AFTER RECEIVING A RECOMMENDATION FROM THE BOARD OF DIRECTORS. 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 OF THE HOLDEN ARBORETUM, THE SOLE MEMBER, AND OPERATING MANAGEMENT. AFTER REVIEW OF THE FORM 990, THE AUDIT AND RISK COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS OF THE REVIEW AND PROVIDE THE FORM 990 TO 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 TO PARTICIPATE 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 OF THE HOLDEN ARBORETUM, THE SOLE MEMBER OF CLEVELAND BOTANICAL GARDEN. THE COMMITTEE REVIEWS 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 - THE GARDEN'S RECENT FINANCIAL STATEMENTS, ORGANIZING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII - ADDITIONAL INFORMATION ABOUT COMPENSATION: KEVIN SCHRECENGOST, INTERIM TREASURER AND VP OF FINANCE, COMMENCED EMPLOYMENT WITH A RELATED ORGANIZATION 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 CBG'S FISCAL YEAR ENDED SEPTEMBER 30, 2024. THE HOLDEN ARBORETUM 9500 SPERRY ROAD KIRTLAND OH 44094 340750346 ARBORETUM OH 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0