2025-02-04T09:20:38-06:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 521233092 THE STRATHMORE HALL FOUNDATION INC STRA 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MONICA JEFFRIES HAZANGELES PRESIDENT AND CEO 3015815181 2025-02-04 1 0 AARON M FOX P01365820 2022274000 2025-01-30 2023 2025-03-06 01:10:19Z MONICA JEFFRIES HAZANGELE 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 17197577 0 X WWW.STRATHMORE.ORG X 1981 MD WE AMPLIFY DISTINCTIVE AND DIVERSE ARTISTIC VOICES AND CURATE EXPERIENCES TO ENRICH EVERY LIFE AND SHAPE STRONGER COMMUNITIES. 22 22 382 472 8475 0 5859387 4010257 4793293 7173424 -54548 376109 2213436 2021407 12811568 13581197 55650 108907 0 0 5778513 6624083 0 0 1066980 6841089 7655902 12675252 14388892 136316 -807695 27252006 26427097 5520020 3175979 21731986 23251118 X WE AMPLIFY DISTINCTIVE AND DIVERSE ARTISTIC VOICES AND CURATE EXPERIENCES TO ENRICH EVERY LIFE AND SHAPE STRONGER COMMUNITIES. 0 0 5089619 6026839 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 YEARROUND. 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 395 CONCERTS, WORKSHOPS, CLASSES, AND FESTIVALS EACH YEAR.KEY PROGRAMS FOR FY24 INCLUDED AN EXPANSION OF INTERNATIONAL CONCERTS WHICH INCLUDED SONA JOBARTEH (GAMBIA), PEDRITO MARTINEZ & ARTURO SANDOVAL (CUBA), ANOUSHKA SHANKAR (INDIA) DAKHABRAKHA (UKRAINE) FATOUMATA (MALI), IN THE FIDDLER'S HOUSE W/ ITZHAK PERLMAN (ISRAEL), DRUM TAO (JAPAN) AND CAETANO VELOSO (BRAZIL). MAINSTAGE CONCERT PROGRAMMING CONTINUED TO FEATURE ARTISTS WORKING AT THE INTERSECTION OF ARTS AND SOCIAL JUSTICE. FEATURED EVENTS SUCH AS MAKAYA MCCRAVEN'S "IN THESE TIMES", TERRENCE BLANCHARD'S CONCERT PRODUCTION OF "FIRE SHUT UP IN MY BONES", AND MACARTHUR FELLOW RHIANNON GIDDENS. IT ALSO PROVIDED INSPIRATION FOR THE THIRD YEAR OF STRATHMORE'S ARTS AND SOCIAL JUSTICE FELLOWSHIP, WHICH PROVIDES YOUNG ARTISTS AGED 14-18 WITH SUPPORT, TRAINING, AND RESOURCES TO DEVELOP THEIR OWN IMPACTFUL MESSAGES THROUGH VISUAL AND PERFORMING ARTS MEDIUMS. STRATHMORE CONTINUED TO EXPAND JAZZ AUDIENCES WITH DEDICATED PROGRAMMING, FUTURE JAZZ LEADERS, EMMET COHEN AND HIROMI WERE SEPARATELY BOOKED INTO OUR CONCERT HALL, A VENUE THAT IS LARGER THAN EITHER HAD PREVIOUSLY PLAYED IN THE MARKET. STRATHMORE PROVIDED A MIX OF TRADITIONAL AND GRASSROOTS MARKETING SUPPORT TO DELIVER THE LARGER AUDIENCES THEY DESERVE. STRATHMORE CONCLUDED THE SEASON WITH A MAJOR INVESTMENT TO ACTIVATE OUTDOOR CAMPUS SPACES AND CONTINUE EXPLORATION OF THEMES OF NATURE AND ENVIRONMENT. SONIC TRAILS, A FREE AUDIO APPLICATION GEO-MAPPED TO THE CAMPUS, WAS LAUNCHED IN JUNE OF 2024 AND ALLOWED PATRONS TO IMMERSE THEMSELVES IN THE MUSIC OF COMPOSER GRACE EVANGELINE MASON. 3034360 1138110 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. 793284 256707 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. 280403 108907 VISUAL ARTS: ART EXHIBITIONS AT STRATHMORE CONTINUE TO SUPPORT VISUAL ARTISTS THROUGHOUT THE FULL CONTINUUM OF THEIR CREATIVE LIFE. 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 FY2024, STRATHMORE PRESENTED SOLO EXHIBITIONS FEATURING ARTISTS AT THEIR PRIME; CARIOLANA SIMON AND EILEEN MARTIN. IN OUR SPACE FOR EMERGING ARTISTS, WE PRESENTED 3 SOLO SHOWS THAT FEATURED THE WORK OF EMERGING ARTISTS. THIS YEAR WE PRESENTED 3 JURIED EXHIBITIONS INCLUDING OUR OWN PRISIM EXHIBITION ON COLOR THEORY, IN ADDITION TO TWO GUILD JURIED EXHIBITIONS. STRATHMORE PRESENTED 3 CURATED EXHIBITIONS INCLUDING ONE FEATURING RETURNING CURATOR, EMON SURAKITKOSON, WHO ASSEMBLED WORK OF ARTISTS CELEBRATING ASIAN AMERICAN AND PACIFIC ISLAND HERITAGE. THIS EXHIBITION INCLUDED A DIVERSE SELECTION OF ART AND STORYTELLING. STRATHMORE WORKED WITH OVER 600 ARTISTS DISPLAYING MORE THAN 1300 OBJECTS. 1985056 EDUCATION & OTHERS 2265459 108907 11182722 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 0 0 1 0 0 0 0 0 0 0 0 1 265 0 1 382 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BESS AMERMAN 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MARY K STURTEVANT FORMER BOARD CHAIR (ENDED 05/2024) 2.00 X X 0 0 0 CHRISTOPH A SYLLABA BOARD CHAIR 2.00 X X 0 0 0 JEAN ACCIUS BOARD SECRETARY 2.00 X X 0 0 0 THEODORE R GOLDSTOCK BOARD VICE CHAIR 2.00 X X 0 0 0 TYLER ANTHONY DIRECTOR 1.00 X 0 0 0 CATHY BERNARD DIRECTOR 1.00 X 0 0 0 JEROME W BRESLOW FORMER DIRECTOR (ENDED 05/2024) 1.00 X 0 0 0 CYNTHIA L CIFUENTES DIRECTOR 1.00 X 0 0 0 LEWIS FERGUSON DIRECTOR 1.00 X 0 0 0 JAY GRAUBERGER FORMER DIRECTOR (ENDED 05/2024) 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 FARIBA KASSIRI DIRECTOR 1.00 X 0 0 0 WILLIAM E KIRWAN DIRECTOR 1.00 X 0 0 0 KAREN R LEFKOWITZ BOARD TREASURER 1.00 X X 0 0 0 CATHERINE S LEGGETT DIRECTOR 1.00 X 0 0 0 MARCEL LETTRE DIRECTOR 1.00 X 0 0 0 MICHELLE MUSGROVE DIRECTOR 1.00 X 0 0 0 BAYO OYEWOLE DIRECTOR 1.00 X 0 0 0 EDWARD J RICH 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 JOHN CZAJKOWSKI DIRECTOR 1.00 X 0 0 0 MONICA JEFFRIES HAZANGELES PRESIDENT AND CEO 40.00 X 283565 0 28669 BESS AMERMAN CHIEF FINANCIAL OFFICER 40.00 X 145167 0 38135 JOI BROWN ARTISTIC DIRECTOR/VP OF PROGRAMMING 40.00 X 155686 0 27220 HEIDI ONKST VP OF ADVANCEMENT 40.00 X 134961 0 25746 CARLYLE SMITH DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 131770 0 10538 KAREN ISLEY STAGEHAND 40.00 X 134350 0 11761 ALAINA SADICK GOSS VP OF COMMUNICATIONS & MARKETING 40.00 X 121889 0 36077 LAUREN CAMPBELL VP OF EDUCATION AND COMMUNITY ENGAGEMENT 40.00 X 107032 0 30143 1214420 0 208289 11 0 1 0 ALLIED GLOBAL MARKETING 55 CAMBRIDGE PARKWAY SUITE 200 CAMBRIDGE MA 02142 MARKETING 521828 SODEXOLIVE INDEPENDENCE POINTE STE 305 GREENVILLE SC 29615 FOOD/BEVERAGE 381417 WMATA PO BOX 715971 PHILADELPHIA PA 19171 PATRON PARKING 303039 SECURITAS SECURITY SERVICES USA INC 4301 GARDEN CITY DRIVE LANDOVER MD 20785 SECURITY 241513 WISE REAGON ARTS 315 FLATBUSH AVE 315 BROOKLYN NY 11217 PERFORMER 170504 12 1467720 2542537 281660 4010257 PROGRAM RECEIPTS 900099 6026839 6026839 LICENSE FEES 900099 1138110 1138110 ADVERTISING 541800 8475 8475 7173424 252391 252391 1757480 0 1757480 1757480 1757480 1813404 1689686 123718 123718 123718 2183401 1926694 256707 256707 OTHER 900099 7220 7220 7220 13581197 7421656 8475 2140809 108907 108907 914746 543439 283265 88042 4670005 4019082 136221 514702 49760 42777 6983 578616 504943 4486 69187 410956 338217 27945 44794 87370 87370 53404 53404 85311 85311 761458 607110 132406 21942 889708 866776 2094 20838 429008 367061 54927 7020 55515 44412 7217 3886 261187 250720 6998 3469 262897 176570 10188 76139 1826 1826 708019 708019 34903 34903 ARTIST FEES 2360297 2351697 8600 FACILITY OPERATIONAL SE 807778 144860 490872 172046 PRODUCTION EQUIPMENT & 420103 410527 9257 319 OTHER PRODUCTION 374373 374373 62745 31251 2481 29013 14388892 11182722 2139190 1066980 11358 8750 3235245 1816837 1771470 2200239 522588 227365 70800 67241 344217 424490 21183131 9186812 12387252 11996319 8168343 9210106 740733 475750 27252006 26427097 1030645 991298 1352696 1252190 106250 0 3030429 932491 5520020 3175979 X 12292653 12920802 9439333 10330316 21731986 23251118 27252006 26427097 X -807695 1049720 1740171 -463063 X X 0 1 X 1 0 X 3341130 5868749 9007549 5859387 4010257 28087072 3341130 5868749 9007549 5859387 4010257 28087072 28087072 360474 393882 1522068 2083642 2009871 6369937 8274 49163 4832 6569 7220 76058 34533067 29889340 0.81330 0.85700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 475750 X 0 5846467 921536 262733 6505270 5312207 534260 5846467 6129866 -817659 5312207 4978251 1384433 232818 6129866 5081779 -64598 38930 4978251 0.00000 0.65736 0.34264 0 0 15331423 4834697 10496726 3963645 2746553 1217092 1888063 1605562 282501 11996319 SECURITY DEPOSITS 97883 NET PENSION LIABILITY 261683 NET OPEB LIABILITY 572925 932491 X 16943818 1049720 2398212 3447932 13495886 85311 85311 13581197 16701794 2398212 2398212 14303582 85311 85311 14388893 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 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, 2024, 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 43 9500 67039 FMV LESSONS AND TUITION PART I, LINE 2: AWARDS AND SCHOLARSHIPS ARE GRANTED BASED ON FINANCIAL NEEDS, HARDSHIPS AND MERIT. MOST OF THE SCHOLARSHIPS ARE FOR TUITION FOR STRATHMORES' 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 254723 0 28842 0 0 0 16503 0 12166 0 312234 0 0 0 BESS AMERMAN CHIEF FINANCIAL OFFICER 145167 0 0 0 0 0 11610 0 26525 0 183302 0 0 0 JOI BROWN ARTISTIC DIRECTOR/VP OF PROGRAMMING 155686 0 0 0 0 0 12454 0 14766 0 182906 0 0 0 HEIDI ONKST VP OF ADVANCEMENT 134961 0 0 0 0 0 10794 0 14952 0 160707 0 0 0 ALAINA SADICK GOSS VP OF COMMUNICATIONS & MARKETING 121889 0 0 0 0 0 9748 0 26329 0 157966 0 0 0 PART I, LINE 7 MONICA JEFFRIES HAZANGELES RECEIVED A $28,842 BONUS IN CALENDAR YEAR 2023. X 12 268930 FMV X 4 7200 FMV X FOOD 1 5530 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED AND UPDATED THE BYLAWS AS A MATTER OF PRUDENT GOVERNANCE. THE BYLAWS WERE LAST REVIEWED AND REVISED IN 2018. THE BYLAWS WERE COMPARED TO AND MADE CONSISTENT WITH, AND WHERE APPROPRIATE NOW REFERENCE, THE ARTICLES OF INCORPORATION, THE CONFLICT-OF-INTEREST POLICY, THE FINANCIAL AND LEGAL GUIDELINES, THE BOARD ROLES AND RESPONSIBILITIES CHART, THE EQUITY AND INCLUSION STATEMENT, THE BOARD SERVICE AND EXPECTATIONS DOCUMENT, THE ARTICLES OF MERGER WITH MARYLAND CLASSIC YOUTH ORCHESTRAS, AND THE CURRENT SUCCESSION POLICY. 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 15 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 JUNE 2024. 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. FORM 990, PART XI, LINE 9: PERIODIC BENEFIT COSTS -463,063. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.