2016-07-20T11:51:45-05:00 2015-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2015-01-01 620627921 CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART CHEE 6153568000 1200 FORREST PARK DRIVE NASHVILLE TN 372054242 JANE O MACLEOD CEO 6153568000 2016-06-28 1 KEN YOUNGSTEAD P00320901 6152427351 2016-06-27 2015 2016-12-15 16:53:06Z JANE O MACLEOD 1200 FORREST PARK DR NASHVILLE TN 37205 12921296 0 X WWW.CHEEKWOOD.ORG X 1962 TN CHEEKWOOD'S MISSION IS TO PRESERVE CHEEKWOOD AS A HISTORICAL LANDMARK WHERE BEAUTY AND EXCELLENCE IN ART AND HORTICULTURE STIMULATE THE MIND AND NURTURE THE SPIRIT. CHEEKWOOD INSPIRES AND EDUCATES BY MAKING ART, HORTICULTURE, AND NATURE ACCESSIBLE TO A DIVERSE COMMUNITY. 40 40 291 868 711816 32103 4967567 6193753 2735959 3332131 286210 80737 845410 97061 8835146 9703682 0 0 0 0 3692158 4073230 0 0 597096 4008195 5457595 7700353 9530825 1134793 172857 24035057 23779397 2877052 2500906 21158005 21278491 X CHEEKWOOD'S MISSION IS TO PRESERVE CHEEKWOOD AS A HISTORICAL LANDMARK WHERE BEAUTY AND EXCELLENCE IN ART AND HORTICULTURE STIMULATE THE MIND AND NURTURE THE SPIRIT. CHEEKWOOD INSPIRES AND EDUCATES BY MAKING ART, HORTICULTURE, AND NATURE ACCESSIBLE TO A DIVERSE COMMUNITY. 0 0 6811303 2171638 ART EXHIBITIONS & PROGRAMS: CHEEKWOOD IS A LEADING CULTURAL DESTINATION FOR TENNESSEE RESIDENTS AND VISITORS, WELCOMING MORE THAN 200,000 VISITORS IN 2015. CHEEKWOOD'S MUSEUM OF ART SHOWCASES TEMPORARY AND TRAVELING EXHIBITIONS, AS WELL AS HIGHLIGHTS FROM ITS 8,000-PIECE PERMANENT COLLECTION, INCLUDING 19TH & 20TH CENTURY PAINTING AND DECORATIVE ARTS. COMPLETED IN 1929, CHEEKWOOD'S HISTORIC MANSION IS RECOGNIZED TOGETHER WITH ITS 55-ACRE LANDSCAPE AS ONE OF THE FINEST EXAMPLES OF AN AMERICAN COUNTRY PLACE ERA ESTATE IN THE NATION, LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. IN 2015, CHEEKWOOD PRESENTED JAUME PLENSA: HUMAN LANDSCAPE, A MAJOR EXHIBITION OF ACCLAIMED SPANISH ARTIST JAUME PLENSA WHICH PLACED MONUMENTAL FIGURES OF SCRIPT AND STEEL ACROSS CHEEKWOOD'S GARDENS AND GALLERIES, PRESENTED IN PARTNERSHIP WITH THE FRIST CENTER FOR THE VISUAL ARTS AND SUPPORTED BY AN NEA ARTWORKS GRANT. 2015 MARTIN SHALLENBERGER ARTIST-IN-RESIDENCE SOO SUNNY PARK CREATED SITE-SPECIFIC INSTALLATIONS WHICH CONSIDERED SUBJECTS OF LIGHT AND MOVEMENT. IN WINTER, NORMAN ROCKWELL'S HOME FOR THE HOLIDAYS AND CHEEKWOOD POP! SHOWCASED THE VIBRANT SPECTRUM OF POP ART IN THE 20TH CENTURY. PUBLIC PROGRAMS FEATURED OPEN STUDIO HOURS, HANDS-ON WORKSHOPS, AND PUBLIC LECTURES. IN THE FALL, THE DEBUT JAPANESE MOON VIEWING AND 16TH ANNUAL DIA DE LOS MUERTOS FESTIVAL CELEBRATED DIVERSE CULTURAL ARTS AND TRADITIONS. INTERACTIVE ART AND EDUCATIONAL ACTIVITIES FOR INDIVIDUALS AND FAMILIES COMPLEMENTED PERMANENT AND TRAVELING EXHIBITIONS, BOTH INDOORS AND OUTDOORS; PROGRAMS INCLUDED DROP-IN ART ACTIVITIES, YOUTH ART CLASSES, LECTURES ON ART/GARDEN TOPICS, AND YOUTH SUMMER CAMPS. PUBLIC PROGRAMS SERVE ADULTS AND CHILDREN(INFANTS - 18 YEARS). 10,000 STUDENTS AND EDUCATORS PARTICIPATED IN FREE SCHOOL TOURS AND PROGRAMS IN 2015.GARDENS: CHEEKWOOD'S 55-ACRE BOTANICAL GARDEN HAS GARNERED NATIONAL ACCLAIM AND LEADING RECOGNITION AS BOTH A LEVEL 4 ARBORETUM AND CENTER OF EXCELLENCE BY THE TENNESSEE URBAN FORESTRY COUNCIL. CHEEKWOOD IS HOME TO A NATIONALLY RECOGNIZED DOGWOOD COLLECTION, THE HISTORIC MARTIN BOXWOOD GARDEN WITH 43 VARIETIES OF BOXWOOD IN A BRYANT FLEMING-DESIGNED LANDSCAPE, 10 ACRES OF WOODLANDS AND A HALF-ACRE OF WATERWAYS, 11 DISPLAY GARDENS, CARELL WOODLAND SCULPTURE TRAIL FEATURING 14 SCULPTURES, BOTANICAL COLLECTIONS INCLUDING 120 SPECIES OF TREES, 250 TAXA OF DAFFODILS, 250 TAXA OF DAYLILIES, 259 DOGWOODS PLANTS, AND MORE THAN 25,000 ANNUALS GROWN IN OUR PRODUCTION GREENHOUSES EACH YEAR FROM SEEDS, PLUGS, AND CUTTINGS.VISITORS ENJOYED THE BLOOMING OF AN UNPRECEDENTED 109,000 TULIPS DURING THE ANNUAL SPRING "CHEEKWOOD IN BLOOM" SEASONAL CELEBRATION. GARDEN STAFF INCREASED THE NUMBER OF BULBS PLANTED IN THE FALL OF 2014 TO PRODUCE A DISPLAY OF OVER 152,000 TULIPS, HYACINTHS, AND DAFFODILS IN THE SPRING OF 2015. FOUR SEASONAL FESTIVALS SHOWCASED THE BEAUTY OF CHEEKWOOD'S LANDSCAPE AND GARDENS WITH WEEKEND PUBLIC PROGRAMS, CREATIVE AND EDUCATIONAL OPPORTUNITIES, AND LIVE PERFORMANCES. IN 2015, "CHEEKWOOD HARVEST" OFFERED A PUMPKIN PATCH, A COMMUNITY SCARECROW DISPLAY, AND 5,000 CHRYSANTHEMUMS SPREAD ACROSS THE CHEEKWOOD GROUNDS. WINTER HERALDED CHEEKWOOD'S FIRST ANNUAL HOLIDAY LIGHTS, A SPECTACULAR DISPLAY OF 750,000 LIGHTS OFFERED OVER 37 NIGHTS WITH NEW EXTENDED EVENING HOURS. THE PROGRAM WAS AUGMENTED BY LIVE REINDEER, CAROLERS, S'MORES PITS, A 500-PLANT POINSETTIA TREE, AND FESTIVE DECORATIONS INSIDE THE CHEEKWOOD MANSION. 1406575 943652 RESTAURANT, RENTALS & GIFT SHOP: THE PINEAPPLE ROOM RESTAURANT AND GIFT SHOP OFFER VISITORS OF CHEEKWOOD AN OPPORTUNITY TO ENJOY DELICIOUS FOOD AND BEVERAGES AND TAKE AWAY GARDEN AND MUSEUM INSPIRED SOUVENIRS OF THEIR DAY'S EXPERIENCE. THIS SERVICE AREA ALSO PROVIDES RENTAL AND CATERING FACILITIES TO FURTHER OPEN CHEEKWOOD TO THE PUBLIC THROUGH THE HOSTING OF EVENTS ON THE GROUNDS. WEDDINGS, RECEPTIONS, CORPORATE DINNERS, FAMILY OUTINGS AND MEETINGS WERE SET AMIDST THE SWEEPING GARDENS AND HISTORIC BUILDINGS OF CHEEKWOOD'S BEAUTIFUL CAMPUS. HOSTING OVER 350 EVENTS DURING THE YEAR, CHEEKWOOD WAS ONE OF NASHVILLE'S PREMIER EVENT DESTINATIONS IN 2015. 8217878 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 128 0 1 291 1 1 1 0 0 0 0 1 1 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 TN X X CASSIE FAHRNEY 6153536959 CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE TN 372054242 MRS GRACE AWH BOARD MEMBER - VOTING 1.00 X 0 0 0 MR LEE BLANK BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS BARBARA BOVENDER BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS LILLIAN BRADFORD CHAIR - VOTING 1.00 X X 0 0 0 MR JOHN H BRYAN III BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS BARBARA BURNS BOARD MEMBER - VOTING 1.00 X 0 0 0 MR BARNEY D BYRD BOARD MEMBER - VOTING 1.00 X 0 0 0 MR CHRISTOPHER W CARDWELL BOARD MEMBER - VOTING 1.00 X 0 0 0 MR R LEE CARTER BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS JOAN CHEEK BOARD MEMBER - VOTING 1.00 X 0 0 0 DR ANDRE L CHURCHWELL BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS KATHERINE HIGGINS DELAY SECRETARY - VOTING 1.00 X X 0 0 0 MR JOHN W EAKIN JR BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS BARBARA T FREEMAN BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS CORDIA HARRINGTON BOARD MEMBER - VOTING 1.00 X 0 0 0 MR GARY L HAWKINS BOARD MEMBER - VOTING 1.00 X 0 0 0 MR ERIC HELMAN BOARD MEMBER - VOTING 1.00 X 0 0 0 MR JAMES V HUNT SR BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS PEGGY KINNARD BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS GIGI LAZENBY BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS ALEXANDRA V LIPMAN BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS ELIZABETH MCALISTER BOARD MEMBER - VOTING 1.00 X 0 0 0 MR MICHAEL SHANE NEAL BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS JOELLE PHILLIPS BOARD MEMBER - VOTING 1.00 X 0 0 0 MR JOE D ROPER BOARD MEMBER - VOTING 1.00 X 0 0 0 DR MIKE SCHLOSSER BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS LISA SMALL BOARD MEMBER - VOTING 1.00 X 0 0 0 MR BRIAN SMALLWOOD BOARD MEMBER - VOTING 1.00 X 0 0 0 MR JAMES SPRADLEY JR BOARD MEMBER - VOTING 1.00 X 0 0 0 MR GEORGE B STADLER VICE CHAIR - VOTING 1.00 X X 0 0 0 MR BRUCE SULLIVAN TREASURER - VOTING 1.00 X X 0 0 0 MR JIMMY WEBB BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS DUDLEY WHITE BOARD MEMBER - VOTING 1.00 X 0 0 0 MS MAUREEN WYLIE BOARD MEMBER - VOTING 1.00 X 0 0 0 MRS EMILY ZERFOSS BOARD MEMBER - VOTING 1.00 X 0 0 0 MR WILLIAM F ANDREWS BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MRS CLARE ARMISTEAD BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MRS E M BASS BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MRS JANE DUDLEY BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MR HOMER B GIBBS JR BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MRS ALICE I HOOKER BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MRS ROBERTA LOCHTE-JONES BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MRS ELLEN H MARTIN BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MR ROBERT A MCCABE JR BOARD MEMBER - NON VOTING 1.00 X 0 0 0 DR PAUL STERNBERG JR BOARD MEMBER - NON VOTING 1.00 X 0 0 0 MRS NANCY DEATON REPRESENTATIVE TO THE BOARD - VOTING 1.00 X 0 0 0 MR BENNETT TARLETON REPRESENTATIVE TO THE BOARD - VOTING 1.00 X 0 0 0 MRS DEAN REEVES REPRESENTATIVE TO THE BOARD - VOTING 1.00 X 0 0 0 MR DONALD MCKENZIE REPRESENTATIVE TO THE BOARD - VOTING 1.00 X 0 0 0 MRS CATHY JACKSON REPRESENTATIVE TO THE BOARD - VOTING 1.00 X 0 0 0 JANE MACLEOD PRESIDENT & CEO 50.00 X 187959 0 55616 BETH MURDOCK CHIEF OPERATING OFFICER 50.00 X 133619 0 21305 KRISTIN PAINE DEPUTY DIRECTOR OF EXTERNAL AFFAIRS 50.00 X 117759 0 20555 CASSIE FAHRNEY CHIEF FINANCIAL OFFICER 50.00 X 97660 0 14305 PATRICK LARKIN SR. VP OF GARDENS 50.00 X 129808 0 21055 LESLIE JONES VP OF MUSEUM AFFAIRS & CURATOR OF DECORATIVE ARTS 50.00 X 66590 0 3946 733395 0 136782 4 0 1 0 ILLUMINATING DESIGN 555 LIVELY AVE NORTHCROSS GA 30071 EXHIBIT INSTALL 452601 MUSIC CITY TENTS 47 INDUSTRY STREET NASHVILLE TN 37210 RENTAL EQUIPMENT 339114 GALERIE LELONG 528 WEST 26TH ST NEW YORK NY 10001 EXHIBIT FEES 205957 MALLORY ALEXANDER PO BOX 116450 ATLANTA GA 30368 EXHIBIT SHIPPING 179135 RAN BATSON CONSTRUCTION PO BOX 92098 NASHVILLE TN 37209 GENERAL CONTRACTOR 148370 6 872763 1209989 228592 3882409 47204 6193753 ADMISSION FEES 900099 1874621 1874621 FOOD & GIFT SALES 900099 1209852 890186 319666 EDUCATIONAL PROGRAMS 900099 247658 247658 3332131 76265 76265 763331 317715 445616 445616 53466 392150 1375866 1369587 1807 6279 -1807 4472 4472 1130591 1209989 1528505 -397914 -397914 MISCELLANEOUS INCOME 900099 49359 49359 49359 9703682 3115290 711816 -317177 870177 495491 149163 225523 2690672 2361847 190648 138177 65426 57430 4636 3360 188920 165832 13386 9702 258035 226501 18283 13251 4967 167 4800 710 710 44152 44152 22511 6523 10515 5473 260075 208288 24808 26979 714104 541866 29436 142802 171744 161347 8948 1449 303554 301464 2090 82438 67343 14523 572 139385 90330 41344 7711 757531 757531 143828 124038 19790 EXHIBITIONS & PUBLIC P 1580377 1580377 0 0 MAINTENANCE 692861 574177 111086 7598 FOOD & GIFT SALES / COS 450642 450062 0 580 MISCELLANEOUS 69706 43629 16218 9859 19010 3635 11315 4060 9530825 8217878 715851 597096 2634837 2096792 1359975 2043097 45226 52737 76323 77105 160966 241380 27431109 13442928 14293005 13988181 5012442 4862847 452283 417258 24035057 23779397 292458 1065749 569501 429156 2015093 1006001 2877052 2500906 X 13760694 13569179 3350164 2944581 4047147 4764731 21158005 21278491 24035057 23779397 X 172857 -83017 30646 X X 0 1 X 1 0 X 5538617 6956525 3781031 5718345 6193753 28188271 5538617 6956525 3781031 5718345 6193753 28188271 957286 27230985 431005 580615 623379 669534 129731 2434264 326 1050 -364792 -363416 30259119 16833620 0.89990 X 0.90200 0.05780 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 5134791 129340 -2848 228753 22510 5010020 4891792 259583 279663 274628 21619 5134791 3860267 386350 776526 131351 4891792 3380983 288795 358338 167849 3860267 3529641 428423 -109836 467245 3380983 0.13000 0.84000 0.03000 0 0 520000 520000 24261673 12307417 11954256 90000 1898 88102 2559436 1133613 1425823 13988181 X 11162678 -83017 69288 30646 16917 11145761 -1442079 -1442079 9703682 11042192 69288 1442079 1511367 9530825 0 9530825 PART III, LINE 1A: IN ACCORDANCE WITH PROFESSIONAL STANDARDS, ART OBJECTS ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE CHEEKWOOD'S INCEPTION ARE NOT VALUED IN STATEMENTS OF FINANCIAL POSITION. THE COST OF THE ART OBJECTS PURCHASED ARE REFLECTED AS PROGRAM EXPENSES AND TREATED AS A DECREASE IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PROCEEDS FROM THE SALE OF ANY DEACCESSIONED ITEMS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS, TO BE APPLIED TOWARD FUTURE ART ACQUISITIONS OR USED TO DIRECTLY SUPPORT PRESERVATION OF THE COLLECTION. THE AMOUNT OF COLLECTION ITEMS CONTRIBUTED EACH YEAR BY DONORS IS NOT RECORDED IN THE FINANCIAL STATEMENTS BUT IS DISCLOSED AT ESTIMATED FAIR VALUE AS A NON-CASH ACTIVITY IN THE STATEMENT OF CASH FLOWS. PART III, LINE 4: THE ART COLLECTIONS AT CHEEKWOOD CONSIST OF A WIDE RANGE OF MEDIA FROM DIFFERENT PERIODS AND CULTURES, WITH SPECIAL EMPHASIS ON AMERICAN ART FROM THE 18TH THROUGH THE 20TH CENTURIES, AMERICAN AND ENGLISH SILVER, WORCESTER PORCELAIN, AND CONTEMPORARY OUTDOOR SCULPTURE. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THE SALE TO BE USED TO AQUIRE OTHER ITEMS FOR THE COLLECTION OR USES THAT DIRECTLY SUPPORT PRESERVATION OF THE COLLECTION. PART V, LINE 4: THE UNRESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE GENERAL OPERATIONS OF CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART. THE RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR MAINTAINING THE BOTANICAL COLLECTIONS AND GARDENS (INCLUDING THE BURR GARDEN, DAFFODIL GARDEN, HERB GARDEN, HOWE GARDEN, JAPANESE GARDEN, WILLS GARDEN AND COLOR GARDEN), MARTIN SHALLENBERGER ARTIST-IN-RESIDENCE, THE SHARP LECTURE SERIES, EDUCATIONAL PROGRAMMING, DEVELOPMENT, AND HISTORIC ROOM RESTORATION AND CAPITALIZATION IMPROVEMENTS. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING CHEEKWOOD'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTERESTS -35,025. DIRECT BENEFIT TO DONOR 9,004. DEFERRED REVENUE RECOGNIZED IN 2013 56,667. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -1,089,394. RENTAL EXPENSES -317,715. COST OF SALES - FOOD & GIFT SALES -34,970. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1,089,394. RENTAL EXPENSES 317,715. COST OF SALES - FOOD & GIFT SALES 34,970. SWAN BALL 2303780 1197489 1106291 1493382 HIGHBALLS & HYDRANGEAS 21855 21855 12425 1 14945 12500 2445 22698 2340580 1209989 1130591 1528505 1528505 -397914 X 0 0 0 0 0 0 0 1 0 JANE MACLEOD PRESIDENT & CEO 187959 0 0 0 0 0 51251 0 4365 0 243575 0 0 0 BETH MURDOCK CHIEF OPERATING OFFICER 133619 0 0 0 0 0 17000 0 4305 0 154924 0 0 0 PATRICK LARKIN SR. VP OF GARDENS 129808 0 0 0 0 0 16750 0 4305 0 150863 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS VOTES ON A DISCRETIONARY BONUS FOR THE DIRECTOR AND KEY EMPLOYEES. CLAY JACKSON HUSBAND OF CHEEKWOOD BOARD MEMBER CATHY JACKSON 137911 CHEEKWOOD PAYS FOR INSURANCE THROUGH AN ACCOUNT AT BB&T INSURANCE, OVER WHICH CLAY JACKSON HAS DIRECT ACCESS TO, AND IS INVOLVED IN, ON A NORMAL BASIS. 0 X FOOD & BEVERAGES 5 27856 RETAIL VALUE X OTHER 4 19348 RETAIL VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED IN PART I, COLUMN (B) RATHER THAN THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS BOTH DRAFT AND FINAL COPIES OF THE PUBLIC DISCLOSURE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C WE REVIEW ALL OUR POLICIES YEARLY INTERNALLY, AS WELL AS CERTAIN ONES WITH THE EXECUTIVE COMMITTEE YEARLY (SUCH AS THE CONFLICT OF INTEREST POLICY). THE POLICY STATES: ALL PERSONNEL MUST REFRAIN FROM ANY PRIVATE BUSINESS OR PERSONAL OR PROFESSIONAL ACTIVITY THAT WOULD BE OR APPEAR TO BE IN CONFLICT WITH THE INTERESTS OF CHEEKWOOD, OR WHICH WOULD OTHERWISE APPEAR LIKELY TO AFFECT ADVERSELY THE CONFIDENCE OF THE PUBLIC IN CHEEKWOOD'S INTEGRITY. ACTIVITIES THAT CLEARLY PRESENT A POTENTIAL CONFLICT OF INTEREST SHOULD NOT BE PURSUED WITHOUT FULL DISCLOSURE TO AND APPROVAL BY THE PRESIDENT. ALL STAFF MUST SIGN THE POLICY HANDBOOK ACKNOWLEDGING THIS POLICY. THE EXECUTIVE STAFF CONSISTENTLY MONITORS AND WILL REVIEW ANY EMPLOYEE ISSUE THAT MAY ARISE REGARDING THIS POLICY, WHILE THE EXECUTIVE COMMITTEE REVIEWS ANY ISSUE IN REGARDS TO UPPER MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT/CEO'S COMPENSATION PACKAGE IS REVIEWED AND DETERMINED BY THE GOVERNANCE COMMITTEE OF THE BOARD USING COMPARABLES AND SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND FINANCIAL STATEMENTS ARE ALSO PRESENTED IN OUR ANNUAL REPORT. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUE IN SPLIT-INTEREST GIFTS -35,025. DEFERRED REVENUE 56,667. DIRECT BENEFIT TO DONORS 9,004. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF ITS FINANCIAL STATEMENTS AND INDEPENDENT ACCOUNTANT.