2026-07-15T12:23:54-05:00 2025-08-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-09-01 526062439 WASHINGTON PERFORMING ARTS SOCIETY WASH 2028339800 1400 K STREET NW 500 WASHINGTON DC 20005 JENNIFER BILFIELD-FRIEDMAN PRESIDENT & CEO 2028339800 2026-07-10 1 0 PAMELA GRAY P01237506 4105840060 2024 2025-03-06 01:10:19Z WASHINGTON PERFORMING ARTS JENNIFER BILFIELD-FRIEDMA 1400 K STREET NW 500 WASHINGTON DC 20005 14695953 0 X WWW.WASHINGTONPERFORMINGARTS.ORG X 1965 DC SEE PART III, LINE 1. 41 41 38 93 0 0 7151893 12063995 1351019 1602295 1502540 791781 367542 -160404 10372994 14297667 14633 8220 0 0 2568488 2863571 0 0 1238685 3597506 3100291 6180627 5972082 4192367 8325585 19077428 28249924 4511757 4448129 14565671 23801795 X WASHINGTON PERFORMING ARTS CHAMPIONS THE ARTS AS A UNIFYING FORCE. THROUGH COLLABORATIONS WITH ARTISTS, EDUCATORS, COMMUNITY LEADERS, AND INSTITUTIONAL PARTNERS, WE BRING WIDE-RANGING ARTISTIC PROGRAMS TO STAGES, SCHOOLS, AND NEIGHBORHOODS THROUGHOUT OUR NATION'S CAPITAL AND, WITH OUR VIRTUAL PLATFORM, SHARE OUR WORK THROUGHOUT THE WORLD. 0 0 1921758 1459928 SINCE ITS 1965 FOUNDING BY ARTS VISIONARY PATRICK HAYES, WASHINGTON PERFORMING ARTS (WPA) HAS BEEN ONE OF AMERICA'S MOST DYNAMIC PRODUCERS AND PRESENTERS OF LIVE PERFORMANCE, ARTS EDUCATION, AND COMMUNITY ENGAGEMENT FOR ALMOST 60 YEARS. GUIDED BY HAYES' FOUNDING PRINCIPLE OF "EVERYBODY IN, NOBODY OUT," WPA PRESENTS PERFORMANCES ACROSS THE WASHINGTON METROPOLITAN AREA IN A RANGE OF VENUES. THROUGH ITS MULTI-DISCIPLINARY APPROACH, WPA DEMONSTRATES THE UPLIFTING POWER OF LIVE PERFORMANCE WHILE BUILDING BRIDGES. ITS INTEGRATED FOCUS CREATES LASTING IMPACT EXTENDING FAR BEYOND THE CONCERT HALL, FOSTERING A MORE CONNECTED AND CULTURALLY VIBRANT COMMUNITY. WPA PRESENTS CLASSICAL MUSIC, GOSPEL, JAZZ, AND MUSIC FROM CULTURALLY SPECIFIC TRADITIONS FEATURING BOTH RENOWNED AND EMERGING ARTISTS, AS WELL AS NEWLY COMMISSIONED WORKS. 907461 8220 58335 WASHINGTON PERFORMING ARTS IS A NATIONAL LEADER IN COLLABORATIVE ARTS EDUCATION INCLUDING PERFORMANCES, RESIDENCIES, CLASSROOM INSTRUCTION, AND TEACHER RESOURCES THAT REACH DC PUBLIC/CHARTER SCHOOLS ACROSS ALL EIGHT WARDS, PLUS MARYLAND AND VIRGINIA. THE EMBASSY ADOPTION PROGRAM IS A 50-YEAR PARTNERSHIP WITH THE DC PUBLIC SCHOOLS CONNECTING STUDENTS WITH EMBASSIES/DIPLOMATIC ENTITIES FOR CULTURAL UNDERSTANDING AND APPRECIATION. THE CONCERTS IN SCHOOLS PROGRAM DELIVERS TRANSFORMATIVE LIVE PERFORMANCES AND HANDS-ON WORKSHOPS IN MUSIC, DANCE, THEATER, STORYTELLING, AND VISUAL ARTS. THE CAPITAL ARTS PARTNERSHIP EMBEDS TEACHING ARTISTS IN CLASSROOMS FOR IMMERSIVE, YEAR-LONG RESIDENCIES. 602067 84032 OUR SIGNATURE COMMUNITY ENGAGEMENT INITIATIVE MARS ARTS DC PROVIDES DYNAMIC FREE PERFORMANCES IN PARKS, CLUBS, STREET FESTIVALS, LIBRARIES, AND PUBLIC SPACES WHILE HELPING LOCAL ARTISTS BUILD AUDIENCES. ALSO CENTRAL TO OUR WORK IS A DEEP INVESTMENT IN GOSPEL MUSIC PROGRAMS, WHICH PROVIDE TRAINING AND PERFORMANCE OPPORTUNITIES FOR OUR THREE RESIDENT CHOIRS, PRESERVING, ELEVATING, AND PASSING ON THIS VITAL AMERICAN ARTISTIC TRADITION TO FUTURE GENERATIONS. 823599 823599 4254885 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 161 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA X X X JENNIFER BILFIELD-FRIEDMAN 2028339800 1400 K STREET NW 500 WASHINGTON DC 20005 DOUGLAS WHEELER PRESIDENT EMERITUS 12.00 X X 12149 0 19188 RUDY BURWELL CHAIR 2.00 X X 0 0 0 GARY YACOUBIAN VICE CHAIR 2.00 X X 0 0 0 TOM GALLAGHER TREASURER 2.00 X X 0 0 0 JOSEPH MAY SECRETARY 2.00 X X 0 0 0 BENJAMIN MARTIN CHAIR, JUNIOR BOARD 2.00 X X 0 0 0 DINA LASSOW PRESIDENT, WOMEN'S COMMITTEE 2.00 X X 0 0 0 DENISE ROLLINS PRESIDENT, WOMEN'S COMMITTEE 2.00 X X 0 0 0 BURTON J FISHMAN GENERAL COUNSEL 0.50 X 0 0 0 SUNNY ALSUP BOARD MEMBER 0.50 X 0 0 0 JEFFREY BAUMAN BOARD MEMBER 0.50 X 0 0 0 TRISTA LP COLBERT BOARD MEMBER 0.50 X 0 0 0 ROBERT S FEINBERG BOARD MEMBER 0.50 X 0 0 0 BRAD FIGEL BOARD MEMBER 0.50 X 0 0 0 LUANNE S GUTERMUTH BOARD MEMBER 0.50 X 0 0 0 LYNN PARSEGHIAN BOARD MEMBER 0.50 X 0 0 0 W STEPHEN PIPER BOARD MEMBER 0.50 X 0 0 0 GORDON RUSH BOARD MEMBER 0.50 X 0 0 0 HER EXCELLENCY SHAIKHA AISHA ALKHAL BOARD MEMBER 0.50 X 0 0 0 DINA AL SABAH BOARD MEMBER 0.50 X 0 0 0 NICI BUSH BOARD MEMBER 0.50 X 0 0 0 CHRISTINA CO MATHER BOARD MEMBER 0.50 X 0 0 0 MICHELE COBER BOARD MEMBER 0.50 X 0 0 0 KELLY DIBBLE BOARD MEMBER 0.50 X 0 0 0 DEBBIE DRIESMAN BOARD MEMBER 0.50 X 0 0 0 ELLEN STARK GOLD BOARD MEMBER 0.50 X 0 0 0 ANA R HARVEY BOARD MEMBER 0.50 X 0 0 0 LUCIA HILL BOARD MEMBER 0.50 X 0 0 0 DEIDRA L JACKSON BOARD MEMBER 0.50 X 0 0 0 VINETTA C JONES BOARD MEMBER 0.50 X 0 0 0 ANDR O LEWIS BOARD MEMBER 0.50 X 0 0 0 OLWEN THORPE PONGRACE BOARD MEMBER 0.50 X 0 0 0 TAFAYA RANSOM BOARD MEMBER 0.50 X 0 0 0 MARC SCHLOSBERG BOARD MEMBER 0.50 X 0 0 0 KERRIEN SUAREZ BOARD MEMBER 0.50 X 0 0 0 EBONY D THOMAS BOARD MEMBER 0.50 X 0 0 0 ZAMINAH D WILLIAMS BOARD MEMBER 0.50 X 0 0 0 GIGI MANIYATTE BOARD MEMBER 0.50 X 0 0 0 ALBERT HUNT BOARD MEMBER 0.50 X 0 0 0 MARY MAHLE BOARD MEMBER 0.50 X 0 0 0 KEVIN YEN BOARD MEMBER 0.50 X 0 0 0 JENNIFER BILFIELD-FRIEDMAN PRESIDENT & CEO 40.00 X 346491 0 18540 PAUL LEIDER CHIEF FINANCIAL OFFICER 40.00 X 162730 0 0 MEIYU TSUNG DIRECTOR OF ADVANCEMENT 40.00 X 110326 0 12420 SAMANTHA POLLACK DIRECTOR OF PROGRAMMING 40.00 X 115995 0 10932 LAUREN BEYEA DIRECTOR OF MARKETING, COMMUNICATIONS, & CREATIVE 40.00 X 106395 0 9552 854086 0 70632 5 0 1 0 STIFTUNG BERLINER PHILHARMONIKER HERTBERT-VON-KARAJAN-STR 1 BERLIN GM PERFORMER 268638 ROYAL CONCERTGEBOUW ORCHESTRA 1071 KJ AMSTERDAM NL PERFROMER 145000 TESSITURA NETWORK INC PO BOX 222234 DALLAS TX 75222 SOFTWARE 121037 BOB CARTER COMPANIES LLC DBA CARTER 2145 14TH AVENUE SUITE 26 VERO BEACH FL 32960 ENDOWMENT CONSULTANT 111600 RIDGEWELLS CATERING 5525 DORSEY LANE BETHESDA MD 20816 CATERER 111165 6 556516 265699 11241780 751349 12063995 ADMISSIONS 900099 1423359 1423359 CONTRACTS 900099 91835 91835 COMMUNITY OUTREACH 900099 87101 87101 1602295 791781 791781 237882 556516 398286 -160404 -160404 14297667 1602295 0 631377 8220 8220 509222 280629 61275 167318 1878426 1035190 226031 617205 284037 156531 34178 93328 191886 105747 23090 63049 158672 31332 127340 108084 108084 387004 131950 120759 134295 152327 148213 4114 161239 66845 78480 15914 188168 80075 62850 45243 -268806 193148 -533866 71912 126579 99876 9230 17473 -67516 39241 10060 -116817 32385 32385 68784 49687 5680 13417 51394 4151 45127 2116 ARTIST FEES/COMMISSIONS 1221993 1190593 31400 VENUE HALL EXPENSES 636284 551341 11775 73168 BANK/MERCHANT COMMISSIO 96537 39429 56259 849 OTHER EXPENSES 38888 6728 32160 8275 3574 4701 5972082 4254885 478512 1238685 4625 500 448609 345870 811802 515218 110450 1410 158583 162264 918382 804479 183316 113903 14482385 23934495 2877658 3176264 19077428 28249924 166437 68866 397702 333721 350000 600000 3597618 3445542 4511757 4448129 X 605583 492927 13960088 23308868 14565671 23801795 19077428 28249924 8325585 910539 0 X X 0 1 X 1 0 X 4103225 6000449 3868559 7151893 12063995 33188121 4103225 6000449 3868559 7151893 12063995 33188121 14480766 18707355 136630 301854 133151 1502540 791781 2865956 188556 188556 26588 6614 75996 79880 87101 276179 36518812 2711750 0.51230 0.65350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5500 5500 5966582 5972082 448604 112151 0 0 444918 511030 550023 448604 1954575 2931863 2000 4091 5500 5500 17091 111230 127758 137505 112151 488644 732966 13891946 8568409 1554066 705554 23308867 7678306 5033000 1580725 400085 13891946 7396041 65618 514561 297914 7678306 7959210 747773 -956616 354326 7396041 686641 136600 1474173 338201 7959210 0.76000 0.24000 0 0 558302 475509 82793 221152 221152 0 138928 107818 31110 113903 RIGHT OF USE ASSET - OPERATING 3176264 3176264 LEASE LIABILITY- OPERATING 3445542 3445542 X 15585708 910539 87300 997839 14587869 108084 -398286 -290202 14297667 6349584 87300 398286 485586 5863998 108084 108084 5972082 PART V, LINE 4: EARNINGS FROM THE WILLIAM N. & ANITA CAFRITZ ENDOWMENT FUND ARE TO BE USED FOR THE PAYMENT OF AN HONORARIUM TO A YOUNG ARTIST IN CONNECTION WITH AN ANNUAL CONCERT PRESENTATION. EARNINGS FROM THE NEA CHALLENGE ENDOWMENT ARE TO BE USED FOR OPERATIONS, PROGRAMS OR REINVESTMENT. EARNINGS FROM THE NICCOLI SCHOLARSHIP FUND ARE TO BE USED TO PROVIDE SCHOLARSHIPS FOR PRIVATE STUDY AND/OR ATTENDANCE AT PRESTIGIOUS SUMMER INSTITUTES. THESE AWARDS ARE GRANTED TO PROMISING YOUNG STRING MUSICIANS. THESE FUNDS ARE ALSO USED TO SUPPORT THE WASHINGTON PERFORMING ARTS CAPITAL STRINGS EDUCATION PROGRAM. EARNINGS FROM THE PATRICK HAYES AND EVELYN SWARTHOUT ENDOWMENT ARE TO BE USED TO SUPPORT THE PIANO SERIES. EARNINGS FROM THE POLA NIRENSKA ENDOWMENT FUND ARE TO BE USED TO PROVIDE AN ANNUAL AWARD OF $5,000 TO A LIVING MODERN DANCER, CHOREOGRAPHER OR TEACHER. EARNINGS FROM THE CLARK ENDOWMENT ARE TO PAY ONE TOURING ARTIST EACH YEAR TO EXTEND THEIR STAY IN THE DC AREA TO WORK WITH STUDENTS IN A MASTER CLASS, LECTURE, ETC. EARNINGS FROM THE HAYES GENERAL ENDOWMENT ARE TO BE USED FOR OPERATIONS, PROGRAMS OR REINVESTMENT AND ARE CONSIDERED UNRESTRICTED FOR FINANCIAL STATEMENT PRESENTATION PURPOSES. EARNINGS FROM THE DORIS DUKE CHARITABLE FUND ARE TO PROVIDE ARTISTIC PROGRAMMING SUPPORT FOR COMMISSIONING, RESIDENCIES AND PERFORMANCES. AT LEAST ONE-THIRD WILL BE COMMITTED TO COMMISSIONING FEES AND PRODUCING AUDIENCE EDUCATIONAL MATERIALS. DDCF RECOMMENDS 5% OF THE AVERAGE THREE YEAR MARKET VALUE (NOT TO EXCEED 6%). EARNINGS FROM THE E. TORAIN SCHOLARSHIP FUND WILL PROVIDE SUPPORT TO THE GOSPEL CHOIR AND/OR ITS MEMBERS (I.E. SCHOLARSHIP FOR SUMMER WORKSHOP, VOCAL INSTRUCTION, RECORDINGS, ETC.). EARNINGS FROM "THE REGGIE" WILL SUPPORT AN ANNUAL AWARD GIVEN TO A SENIOR MEMBER OF THE CHILDREN OF THE GOSPEL CHOIR WHO DEMONSTRATES VALUES THAT HONOR THE CONTRIBUTIONS AND LASTING IMPACT MADE BY OUTGOING BOARD CHAIR REGINALD VAN LEE. THIS FUND WILL ALLOW REGGIE'S VALUES TO CONTINUE TO SHAPE THE LIVES OF THE YOUNG ARTISTS AND PASSIONATE AUDIENCES THAT GREW MARKEDLY UNDER HIS LEADERSHIP. EARNINGS FROM THE DHW ARTIST SCHOLARSHIP FUND ARE TO PROVIDE SUPPORT IN PRESENTING YOUNG ARTISTS IN ANY ART FORM TO INCLUDE MUSIC INSTRUCTION AND SCHOLARSHIPS. RBG FUND: THE RUTH BADER GINSBURG MEMORIAL AWARD AND RECITAL WILL BE AN ONGOING CELEBRATION OF THE LATE SUPREME COURT JUSTICE'S LIFE, LEGACY, AND PASSION FOR MUSIC. FUNDS WILL BE SPENT ON AWARDS FOR ARTISTS WHO EXEMPLIFY THE MUSICAL EXCELLENCE JUSTICE GINSBURG CHERISHED AND AN INAUGURAL RECITAL IN HER HONOR. THE WHEELER FUND: TO SUPPORT THE COSTS OF PRESENTING AT LEAST 12 PREMIUM CLASSICAL MUSIC PERFORMANCES EACH SEASON. THE DALLAS MORSE COORS FUND: TO SUPPORT PERFORMANCES OF PREMIER ARTISTS OR ENSEMBLES IN THE AREA OF CLASSICAL MUSIC AND/OR DANCE - 75% AND GENERAL OPERATING SUPPORT - 25% (DRAW IS CAPPED AT 5%). PART X, LINE 2: WPA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. WPA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF AUGUST 31, 2025, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2022 THROUGH 2025 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE STATE AND LOCAL JURISDICTION IN WHICH WPA FILES TAX RETURNS. IT IS THE WPS'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS INCOME TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE -398,286. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSE 398,286. PART XI PART 4B SPECIAL EVENT EXPENSES REPORTED ON SCHEDULE G, INCLUDING GALA AND MUSIC IN THE COUNTRY . THESE ARE INCLUDED IN FUNCTIONAL EXPENSES IN THE AUDITED FINANCIAL STATEMENTS BUT RECLASSIFIED FOR FORM 990 REPORTING PURPOSES. PART XII PART 2D SPECIAL EVENT EXPENSES REPORTED ON SCHEDULE G, INCLUDING GALA AND MUSIC IN THE COUNTRY . THESE ARE INCLUDED IN FUNCTIONAL EXPENSES IN THE AUDITED FINANCIAL STATEMENTS BUT RECLASSIFIED FOR FORM 990 REPORTING PURPOSES. GALA 651698 556516 95182 25106 117080 172245 MUSIC IN THE COUNTRY 138000 138000 58300 25555 1 4700 4700 794398 556516 237882 25106 175380 197800 398286 -160404 1 HONORARIA AWARDS SCHOLARSHIP 21 8220 0 0 0 0 0 0 0 0 0 JENNIFER BILFIELD-FRIEDMAN PRESIDENT & CEO 346491 0 0 0 0 0 0 0 18540 0 365031 0 0 0 PAUL LEIDER CHIEF FINANCIAL OFFICER 162730 0 0 0 0 0 0 0 0 0 162730 0 0 0 X 10 751349 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. IT WAS REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER AND SIGNED BY THE PRESIDENT AND CEO. A COPY OF THE PUBLIC DISCLOSURE VERSION OF THE 990 (WHICH IS IDENTICAL TO THE FULL COPY OF THE 990 SAVE FOR REMOVING THE NAMES AND ADDRESSES OF THE DONORS LISTED ON SCHEDULE B) WAS PRESENTED TO THE ENTIRE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS SIGNED BY ALL BOARD AND STAFF MEMBERS ANNUALLY. IF MANAGEMENT IS MADE AWARE OF A SPECIFIC CONFLICT, THE PERSON WOULD BE REMOVED FROM THE DECISION MAKING PROCESS IMMEDIATELY. IF A CONFLICT OF INTEREST IS DISCOVERED BY MANAGEMENT, DISCIPLINARY ACTION FOLLOWS BASED ON THE SEVERITY OF THE ACT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED BY THE BOARD CHAIR AND SELECT EXECUTIVE COMMITTEE MEMBERS AND NEGOTIATED AS PART OF THE PRESIDENT'S CONTRACT REVIEW. ONCE COMPLETED, THE CONTRACT, INCLUDING THE PRESIDENT'S COMPENSATION PACKAGE, IS APPROVED BY THE EXECUTIVE COMMITTEE. COMPENSATION IS BASED UPON PERFORMANCE, COMPENSATION PAID BY OTHER SIMILAR COMPANIES AND SALARY STUDY SURVEY INFORMATION. THE DECISION WAS RECORDED IN THE EXECUTIVE COMMITTEE MINUTES. THE LAST SALARY REVIEW AND CONTRACT RENEWAL FOR THE PRESIDENT WAS APPROVED IN MAY 2025. FOR THE OTHER EMPLOYEES, COMPENSATION IS DETERMINED BY THE CHIEF FINANCIAL OFFICER AND APPROVED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.