2024-02-05T11:29:04-06:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 521233092 STRATHMORE HALL FOUNDATION INC STRA 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MONICA J HAZANGELES PRESIDENT & CEO 3015815181 2024-02-05 1 MONICA HAZANGELES 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MONICA J HAZANGELES 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 16558480 0 X WWW.STRATHMORE.ORG X 1981 MD SEE PART III, LINE 1. 21 21 318 460 2950 0 9007549 5859387 4911764 4793293 -63020 -54548 1954783 2213436 15811076 12811568 31055 55650 0 0 5007875 5778513 0 0 870352 6892265 6841089 11931195 12675252 3879881 136316 26268533 27252006 5645609 5520020 20622924 21731986 X WE AMPLIFY DISTINCTIVE AND DIVERSE ARTISTIC VOICES AND CURATE EXPERIENCES TO ENRICH EVERY LIFE AND SHAPE STRONGER COMMUNITIES. 0 0 4490670 2813174 PERFORMING ARTS: STRATHMORE CONTINUES TO MAINTAIN AND OPERATE A WORLD-CLASS, 1,976-SEAT PERFORMING ARTS AND EDUCATION CENTER, FOR THE COMFORT AND ENJOYMENT OF NEARLY 250,000 VISITORS YEAR-ROUND. IT IS DEDICATED TO INSPIRING CHILDREN TO EXPLORE THEIR CREATIVE POTENTIAL AND COMMITTED TO REACHING AND SERVING DIVERSE AUDIENCES THROUGH THE PRESENTATION OF MORE THAN 315 CONCERTS, WORKSHOPS, CLASSES, AND FESTIVALS EACH YEAR. KEY PROGRAMS FOR FY23 INCLUDED A SERIES OF ENVIRONMENTALLY THEMED PROJECTS INCLUDING THE SAO PAOLO SYMPHONY ORCHESTRA'S NATURE THEMED PROGRAM FOCUSED ON THE AMAZON ECOLOGY, JAZZ PERCUSSIONIST ALLISON MILLER'S NEW WORK 'RIVER IN OUR VEINS', INSPIRED BY THE EAST COAST RIVER ECOLOGY, AND THE RETURN OF TOSHI REAGON'S PARABLE OF THE SOWER, WHICH IS HEAVILY THEMED AROUND (SEE SCHED. O) CLIMATE CHANGE AND SOCIAL IMPACT. ALL THREE PROJECTS INCLUDED EXPANDED PARTNERSHIPS WITH COMMUNITY ARTISTS AND ENVIRONMENTAL GROUPS AND CONNECTIONS TO STRATHMORE'S EXPANDING ARTS AND SOCIAL JUSTICE INITIATIVE, WHICH SUPPORTS YOUTH ARTISTS AGES 14-18, WHO ARE WORKING AT THE INTERSECTION OF ARTS AND SOCIAL JUSTICE. STRATHMORE RECENTLY LAUNCHED A PROGRAM CALLED "AMPLIFY" WHICH PROVIDED FUNDS, SPACE AND RESIDENCY SUPPORT TO ARTISTS CREATING NEW WORK. FY23 RESIDENCIES INCLUDED THE DEVELOPMENT OF NEW MUSIC BY JAZZ COMPOSER, MIHO HAZAMA AND THE WORKSHOP OF AN ALL-AGES MUSICAL CENTERED ON PROTAGONISTS WITH DISABILITIES. ADDITIONALLY, STRATHMORE EXPANDED INTERNATIONAL PROGRAMMING IN FY23. HIGHLIGHTS INCUDED ANGELIQUE KIDJO (BENIN), GORAN BREGOVIC (SARAJEVO), DAKHABRAKHA (UKRAINE), DJAVAN (BRAZIL), FARRUQUITO (SPAIN), GRAVITY AND OTHER MYTHS (AUSTRALIA), SOWETO GOSPEL CHOIR (SOUTH AFRICA), AYNUR (TURKEY) AND NELLA (VENEZUELA). 2361041 55650 1139513 VISUAL ARTS AND EDUCATION: ART EXHIBITIONS AT STRATHMORE CONTINUE TO SUPPORT VISUAL ARTISTS THROUGHOUT THE FULL CONTINUUM OF THEIR CREATIVE LIFE. THE INVITATIONAL GALLERY PRESENTS MID-CAREER AND EMERGING ARTISTS, OFTEN IN THEIR FIRST PROFESSIONAL GALLERY EXHIBIT. SUPPORT FOR ARTISTS AT THIS LEVEL MAY INCLUDE ASSISTANCE IN WRITING ARTIST STATEMENTS AND DEVELOPING ELEVATOR PITCHES TO SUPPLYING ART MEDIA AND FRAMING MATERIALS. IN OUR MAIN GALLERIES, WE OFFER VISITORS A WELL-ROUNDED PROGRAM OF TRADITIONAL AND CONTEMPORARY ARTWORK CREATED BY ARTISTS FROM ACROSS THE REGION, NATION AND THROUGHOUT THE WORLD IN A WIDE VARIETY OF MEDIA AND SUBJECTS. IN FY23, STRATHMORE PRESENTED ONE SOLO EXHIBITION FEATURING ARTIST EMON SURAKITKOSON, AND TWO CURATED EXHIBITIONS, ONE FEATURING SENIOR ARTISTS JACK BOUL, 90 (SEE SCHED. O) AND JEAN HIRRONS, 72, AND ONE GROUP SHOW WITH THE ARTISTS OF THE HISTORIC DC LOCATION, O STREET STUDIOS. THIS EXHIBITION INCLUDED A DIVERSE SELECTION OF ART AND STORYTELLING. COLLABORATIVE EXHIBITIONS WITH GUILDS AND ORGANIZATIONS INCLUDED THE ANNUAL MINIATURE PAINTERS, SCULPTORS, AND GRAVERS' SOCIETY OF GREATER WASHINGTON, THE STUDIO ART QUILT ASSOCIATES, AND THE CREATIVE CRAFT COUNCIL. ADDITIONALLY, WE INVITED GRADUATES OF THE MASTER ARITST PROGRAM OF THE COMPASS ATELIER FOR THEIR THESIS EXHIBITION. LASTLY, WE PRESENTED OUR ANNUAL STRATHMORE JURIED EXHIBITION FEATURING REGIONAL ARTISTS EXAMINING THE POWER OF PLAY. FY23 WAS ALSO A FULL AND EXCITING YEAR OF PROGRAMS AND PARTNERSHIPS FOR STRATHMORE BLOOM & EDUCATION. STUDENT CONCERTS, STUDENT ENSEMBLES AND ALL OF OUR OUTREACH PROGRAMS TOOK PLACE IN PERSON, WITH ROBUST ENROLLMENT. WE CONTINUE TO HOLD ONE VIRTUAL MONTHLY CREATIVE WRITING WORKSHOP IN PARTNERSHIP WITH COMMUNITY BUILDING ART WORKS. WE CONTINUED TO BUILD ON OUR SIGNATURE PROGRAMS, MOSTLY IN PARTNERSHIP WITH MONTGOMERY COUNTY PUBLIC SCHOOLS - EAST COUNTY STRINGS, LATIN STRINGS & PERCUSSION, THINK BIG CAFE, IN-SCHOOL WORKSHOPS, AND SUMMER CAMPS IN PARTNERSHIP WITH MONTGOMERY COUNTY RECREATION AND LINKAGES TO LEARNING. 2218096 1176839 RETAIL AND OPERATIONS: STRATHMORE INTEGRATES THE LOCAL ARTIST COMMUNITY INTO ITS PROGRAMS AND OPERATIONS THROUGH ITS GIFT SHOP, WHICH FEATURES HANDMADE ITEMS AND WORK BY MEMBERS OF THE LOCAL CRAFT GUILDS, ITS TEA ROOM, WHERE LOCAL MUSICIANS PERFORM WEEKLY, AND THROUGH ITS GALLERY SALES PROGRAM, WHICH FEATURES THE WORK OF, AND PROVIDES SALES SUPPORT FOR, VISUAL ARTISTS. 855084 3830 COMMUNICATIONS: STRATHMORE COMMUNICATES REGULARLY TO ENGAGE WITH ITS PATRONS, SHARING ORIGINAL ARTISTIC CONTENT AND CONNECTING AUDIENCES AND ARTISTS. IN ADDITION TO TRADITIONAL MEDIA OUTREACH, STRATHMORE EMPLOYED ITS WEBSITE, SOCIAL PLATFORMS, AND EMAIL TO INFORM PATRONS AND DONORS ABOUT PROGRAMS, PERFORMANCES, EXHIBITIONS, AND EXPERIENCES AT ALL OF STRATHMORE'S VENUES. STRATHMORE CONTINUES TO WORK WITH EMBEDDED COMMUNITY CONNECTORS AND CURATORS TO ENSURE THAT MEMBERS OF DIVERSE COMMUNITIES RECEIVE INFORMATION IN THE WAY IT IS MOST MEANINGFUL TO THEM, WHETHER THAT IS IN A SPECIAL LANGUAGE NEWSPAPER, FROM TRUSTED COMMUNITY CONVENERS THROUGH GROUP SALES, OR IN HEAVILY FREQUENTED GATHERING PLACES. 855084 3830 9924891 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 100 0 1 318 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X BESS AMERMAN 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MARY K STURTEVANT BOARD CHAIR 2.00 X X 0 0 0 CHRISTOPH A SYLLABA BOARD VICE CHAIR 2.00 X X 0 0 0 JEAN ACCIUS BOARD SECRETARY 2.00 X X 0 0 0 THEODORE R GOLDSTOCK BOARD TREASURER 2.00 X X 0 0 0 TYLER ANTHONY DIRECTOR 1.00 X 0 0 0 JEROME W BRESLOW DIRECTOR 1.00 X 0 0 0 DANICA MARINAC-DABIC DIRECTOR (THROUGH 09/22) 1.00 X 0 0 0 GREGORY DYSON DIRECTOR (THROUGH 09/22) 1.00 X 0 0 0 LEWIS FERGUSON DIRECTOR 1.00 X 0 0 0 ANDREW FRIEDSON DIRECTOR (THROUGH 02/23) 1.00 X 0 0 0 JAY GRAUBERGER DIRECTOR 1.00 X 0 0 0 LINDA A HERMAN DIRECTOR 1.00 X 0 0 0 STEVEN P HOLLMAN DIRECTOR 1.00 X 0 0 0 JOE JUDGE DIRECTOR (THROUGH 05/23) 1.00 X 0 0 0 FARIBA KASSIRI DIRECTOR 1.00 X 0 0 0 WILLIAM E KIRWAN DIRECTOR 1.00 X 0 0 0 KAREN R LEFKOWITZ DIRECTOR 1.00 X 0 0 0 CATHERINE S LEGGETT DIRECTOR 1.00 X 0 0 0 MARCEL LETTRE DIRECTOR 1.00 X 0 0 0 ANN L MCDANIEL DIRECTOR (THROUGH 05/23) 1.00 X 0 0 0 MICHELLE MUSGROVE DIRECTOR 1.00 X 0 0 0 BAYO OYEWOLE DIRECTOR 1.00 X 0 0 0 JOHN SACKETT DIRECTOR 1.00 X 0 0 0 DEBORAH M SMITH DIRECTOR 1.00 X 0 0 0 KATE STEWART DIRECTOR 1.00 X 0 0 0 BENJAMIN WU DIRECTOR 1.00 X 0 0 0 MONICA JEFFRIES HAZANGELES PRESIDENT AND CEO 40.00 X 320278 0 32965 MATTHEW CAMPBELL VP OF OPERATIONS (THROUGH 12/22) 40.00 X 147963 0 3625 BESS AMERMAN CHIEF FINANCIAL OFFICER 40.00 X 128462 0 21355 JOI BROWN ARTISTIC DIRECTOR/VP OF PROGRAMMING 40.00 X 148043 0 19041 HEIDI ONKST VP OF ADVANCEMENT 40.00 X 127426 0 18506 CARLYLE SMITH DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 128629 0 5126 JON FOSTER PRODUCTION STAGE MANAGER 40.00 X 108486 0 8240 ALAINA SADICK GOSS VP OF COMMUNICATIONS & MARKETING 40.00 X 105013 0 28742 1214300 0 137600 8 0 1 0 ALLIED GLOBAL MARKETING 55 CAMBRIDGE PARKWAY SUITE 200 CAMBRIDGE MA 02142 MARKETING 562293 SECURITAS SECURITY SERVICES USA INC 4301 GARDEN CITY DRIVE LANDOVER MD 20785 SECURITY 234541 LITTLER MENDELSON 101 2ND STREET SUITE 1000 SAN FRANCISCO CA 94105 LEGAL 203395 SODEXOLIVE 1 INDEPENDENCE POINTE STE 305 GREENVILLE SC 29615 FOOD/BEVERAGE 146796 TESSITURA 11700 PRESTON ROAD STE 660 DALLAS TX 75230 DATABASE MANAGEMENT 123410 11 2841718 3017669 68644 5859387 PROGRAM RECEIPTS 900099 3576170 3576170 LICENSE FEES 900099 1214173 1214173 ADVERTISING 541800 2950 2950 4793293 216838 216838 1866804 0 1866804 1866804 1866804 1762814 2034200 -271386 -271386 -271386 2052775 1712712 340063 340063 OTHER 900099 6569 6569 6569 12811568 5130406 2950 1818825 55650 55650 618026 219310 308099 90617 4082557 3623558 37790 421209 106633 87383 7630 11620 597009 498360 33200 65449 374288 306718 26784 40786 189499 189499 59637 59637 80172 80172 585184 468594 102989 13601 1065050 987454 14466 63130 215897 125450 81160 9287 43643 25911 17053 679 233385 225392 332 7661 226359 138064 25990 62305 14592 14592 655870 655870 31660 31660 ARTIST FEES 1774081 1757375 16706 FACILITY OP. SERVICES 1106834 958501 147518 815 OTHER PRODUCTION 258171 258171 BAD DEBT EXPENSES 139190 70800 15638 52752 161865 118200 29930 13735 12675252 9924891 1880009 870352 9094 11358 5214691 3235245 171060 1771470 366974 522588 47610 70800 315439 344217 20866046 8478794 12715053 12387252 6642776 8168343 785836 740733 26268533 27252006 939874 1030645 941144 1352696 318750 106250 3445841 3030429 5645609 5520020 X 12797461 12292653 7825463 9439333 20622924 21731986 26268533 27252006 136316 972746 0 X 0 1 X 1 0 X 6302435 3341130 5868749 9007549 5859387 30379250 6302435 3341130 5868749 9007549 5859387 30379250 30379250 593398 360474 393882 1522068 2083642 4953464 37846 8274 49163 4832 6569 106684 35439398 29737832 0.85720 0.88030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 468550 X 0 5312207 534260 5846467 6129866 -817659 5312207 4978251 1384433 232818 6129866 5081779 -64598 38930 4978251 5031717 182249 132187 5081779 0.00000 0.80840 0.19160 0 0 15308332 4432203 10876129 3816928 2591621 1225307 1740786 1454970 285816 12387252 SECURITY DEPOSITS 106025 NET PENSION LIABILITY 288721 NET OPEB LIABILITY 623329 DEFERRED INFLOWS OF OPEB RESOURCES 1310853 DEFERRED INFLOWS OF PENSION RESOURCES 701501 3030429 X 16042397 972746 2338255 3311001 12731396 80172 80172 12811568 14933335 2338255 2338255 12595080 80172 80172 12675252 PART III, LINE 4: STRATHMORE'S PERMANENT COLLECTION INCLUDES A VARIETY OF PURCHASED AND GIFTED WORKS BY LOCAL AND NATIONAL ARTISTS. THE WORKS ARE IMPORTANT SPECIMENS OF VARIOUS ART TECHNIQUES AND SUBJECTS OF INTEREST. STRATHMORE EXHIBITS THEM FREE OF CHARGE, FROM TIME TO TIME, SO THAT LOCAL AUDIENCES CAN EXPERIENCE THEM AND LEARN FROM THEM. PART V, LINE 4: THE ENDOWMENT FUNDS OF THE FOUNDATION HAVE BEEN ESTABLISHED TO SATISFY THE LONG TERM OBJECTIVES OF THE FOUNDATION. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SCHOLARSHIPS 7 9250 46400 FMV LESSONS PART I, LINE 2: AWARDS AND SCHOLARSHIPS ARE GRANTED BASED ON FINANCIAL NEEDS, HARDSHIPS AND MERIT. MOST OF THE SCHOLARSHIPS ARE FOR TUITION FOR STRATHMORE'S OWN PROGRAMS WHICH ARE EASILY MONITORED. ALL ARE HELD IN THE UNITED STATES. A FEW SCHOLARSHIPS ARE AWARDED FOR COLLEGE TUITION; STRATHMORE RECEIVES CONFIRMATION FROM THE COLLEGE THAT THE STUDENT IS ENROLLED IN THAT INSTITUTION BEFORE THE AWARD MONEY IS PAID. X X X X 0 0 0 0 0 0 0 1 0 MONICA JEFFRIES HAZANGELES PRESIDENT AND CEO 266151 0 54127 0 0 0 18711 0 14254 0 353243 0 0 0 JOI BROWN ARTISTIC DIRECTOR/VP OF PROGRAMMING 148043 0 0 0 0 0 6075 0 12966 0 167084 0 0 0 MATTHEW CAMPBELL VP OF OPERATIONS (THROUGH 12/22) 147963 0 0 0 0 0 3625 0 0 0 151588 0 0 0 PART I, LINE 7 MONICA JEFFRIES HAZANGELES RECEIVED A $54,127 BONUS IN 2022, WHICH ACCOUNTED FOR TWO FISCAL YEARS. CARLYLE SMITH CARLYLE SMITH IS THE BROTHER OF FORMER CFO (UNTIL 2/9/2020), JENNIFER SMITH 133755 MR. SMITH IS THE DIRECTOR OF INFORMATION TECHNOLOGY FOR THE FOUNDATION 0 X 7 26931 FMV X LIGHTING EQUIPMENT 1 40000 FMV X FOOD 3 1713 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE REPORTED IN THIS COLUMN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS IN CONJUNCTION WITH THE FOUNDATION'S STAFF. THE FORM 990 WAS REVIEWED BY THE FOUNDATION'S CHIEF FINANCIAL OFFICER AND EXECUTIVE LEADERSHIP. A COPY OF THE FINAL 990 WAS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES ALL BOARD MEMBERS, KEY EMPLOYEES, AND STAFF TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ONCE A YEAR. THE GOVERNANCE COMMITTEE REVIEWS CONFLICTS OF INTEREST THAT ARE DISCLOSED AND WOULD RECOMMEND ANY REQUIRING ACTION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. MEMBERS RECUSE THEMSELVES FROM DISCUSSIONS IN WHICH THEIR INVOLVEMENT MAY LEAD TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIR OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CEO. THE PRESIDENT AND CEO REVIEWS THE PERFORMANCE AND COMPENSATION OF KEY EMPLOYEES AND STAFF. THE PRESIDENT & CEO'S SALARY HAS BEEN COMPARED TO 990 DATA FOR ORGANIZATIONS OF SIMILAR SIZE AND BUDGET IN THE REGION. THE BOARD OF DIRECTORS VOTES TO APPROVE THE BUDGET, WHICH INCLUDES RECOMMENDATIONS FOR SALARY AND WAGES. COPIES OF PERFORMANCE REVIEWS WITH MANAGEMENT COMMENTS ARE KEPT IN PERSONNEL FILES. THE LAST COMPENSATION REVIEW TOOK PLACE DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S ANNUAL REPORT IS AVAILABLE ON ITS WEBSITE. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE ON A PER REQUEST BASIS.