2023-01-25T14:33:17-06:00 2022-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-07-01 521233092 STRATHMORE HALL FOUNDATION INC STRA 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MONICA J HAZANGELES PRESIDENT & CEO 3015815181 2023-01-25 1 MONICA HAZANGELES 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z MONICA J HAZANGELES 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 17213864 0 X WWW.STRATHMORE.ORG X 1981 MD SEE PART III, LINE 1. 24 24 171 476 4650 0 5868749 9007549 1466015 4911764 576083 -63020 411441 1954783 8322288 15811076 30450 31055 0 0 4093617 5007875 0 0 631073 3048541 6892265 7172608 11931195 1149680 3879881 27256314 26268533 9384490 5645609 17871824 20622924 X WE AMPLIFY DISTINCTIVE AND DIVERSE ARTISTIC VOICES AND CURATE EXPERIENCES TO ENRICH EVERY LIFE AND SHAPE STRONGER COMMUNITIES. 0 0 3943380 3522094 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 ANDCOMMITTED TO REACHING AND SERVING DIVERSE AUDIENCES THROUGH THE PRESENTATION OF MORE THAN 315 CONCERTS, WORKSHOPS, CLASSES, AND FESTIVALS EACH YEAR. THE FEATURE PRESENTATION OF FY22 WAS THE POWERFUL OPERA WRITTEN BY TOSHI REAGON AND BERNICE JOHNSON REAGON BASED ON OCTAVIA E. BUTLER'S NOVEL "PARABLE OF THE SOWER." STRATHMORE PRESENTED TWO SOLD-OUT PERFORMANCES AND CREATED A SUITE OF EDUCATIONAL EXPERIENCES AND A MICROSITE OF RELATED RESOURCES THAT HAVE BEEN ATTENDED/ACCESSED BY MORE THAN 50,000 PEOPLE. 2561898 899041 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 GALLERYSALES PROGRAM, WHICH FEATURES THE WORK OF, AND PROVIDES SALES SUPPORT FOR, VISUAL ARTISTS. DURING THE PANDEMIC, STRATHMORE CREATED ONLINE VERSIONS OF ITS MUSEUM SHOP HOLIDAY MARKET AND GIFT SHOP TO EXPAND THE AWARENESS OF ITS LOCAL ARTISTS AND EXTEND ITS REVENUE OPTIONS AT A CRITICAL TIME. IN FY22 IN PERSON AND HYBRID VERSIONS OF THESE POPULAR EVENTS REENGAGED ARTISTS AND PATRONS. 1978679 31055 1006387 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 FY2022, STRATHMORE PRESENTED 4 SOLO EXHIBITIONS FEATURING ARTISTS BEGONIA MORTON, JULIO VALDEZ, EZEQUIEL TAVERAS AND TERENCE NICHOLSON. (SEE SCHED. O)VALDEZ AND NICHOLSON WERE GUEST CURATORS LEADING TO A MORE DIVERSE SELECTION OF ART AND STORYTELLING. COLLABORATIVE EXHIBITIONS WITH GUILDS AND ORGANIZATIONS INCLUDED THE ANNUAL MINIATURE PAINTERS, SCULPTORS, AND GRAVERS SOCIETY OF GREATER WASHINGTON; ADDITIONALLY, WE INVITED THE NORTH BETHESDA CAMERA CLUB AND THE WOMEN, ARTISTS, MASTERS GROUP FOR THEIR FIRST EXHIBITIONS IN OUR GALLERY, AND HOSTED THE RETURNS OF THE BALTIMORE WATERCOLOR SOCIETY AND MARYLAND PASTEL SOCIETY.STRATHMORE BEGAN FY22 WITH A COMBINATION OF IN-PERSON AND VIRTUAL PROGRAMMING. ART CAMP WAS IN-PERSON, WHILE UKEFEST, CREATIVE WRITING WORKSHOPS AND STUDENT CONCERTS FOR 22,000 2ND AND 5TH GRADERS REMAINED VIRTUAL. MORE IN-PERSON PROGRAMMING WAS ADDED THROUGHOUT THE YEAR, INCLUDING STUDENT ENSEMBLES AND THINK BIG CAFE. OFF-SITE PROGRAMS FOR RECREATION CENTERS, THE YMCA (YOUTH AND FAMILY SERVICES) AND LINKAGES TO LEARNING WERE HYBRID AS WELL. 853113 290 COMMUNICATIONS: STRATHMORE COMMUNICATES REGULARLY TO ENGAGE WITH ITS PATRONS EVEN WHEN THEY CANNOT GATHER, 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. ADDITIONALLY, IT SHARED IMPORTANT DETAILS ABOUT SAFETY AND COMFORT AS PATRONS BEGAN TO RETURN TO STRATHMORE SPACES FOR LIVE EVENTS. 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. 853113 290 9337070 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 1 0 0 0 0 0 0 0 1 310 0 1 171 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X BESS AMERMAN 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 STEVEN P HOLLMAN BOARD CHAIR (UNTIL 05/2022) 2.00 X X 0 0 0 MARY STURTEVANT V. CHAIR TO CHAIR (EFF. 05/2022) 2.00 X X 0 0 0 CHRISTOPH SYLLABA TREASURER TO V. CHAIR (EFF. 05/2022) 2.00 X X 0 0 0 JEAN ACCIUS II BOARD SECRETARY 2.00 X X 0 0 0 THEODORE GOLDSTOCK BOARD TREASURER 2.00 X X 0 0 0 TYLER ANTHONY DIRECTOR 1.00 X 0 0 0 JEROME BRESLOW DIRECTOR 1.00 X 0 0 0 GREGORY DYSON DIRECTOR (FROM 09/2021) 1.00 X 0 0 0 LEWIS FERGUSON DIRECTOR (FROM 09/2021) 1.00 X 0 0 0 ANDREW FRIEDSON DIRECTOR 1.00 X 0 0 0 JAY GRAUBERGER DIRECTOR 1.00 X 0 0 0 LINDA HERMAN DIRECTOR (FROM 05/2022) 1.00 X 0 0 0 JOE JUDGE DIRECTOR 1.00 X 0 0 0 FARIBA KASSIRI DIRECTOR 1.00 X 0 0 0 WILLIAM KIRWAN DIRECTOR 1.00 X 0 0 0 KAREN LEFKOWTIZ DIRECTOR 1.00 X 0 0 0 CATHERINE LEGGETT DIRECTOR 1.00 X 0 0 0 MARCELL LETTRE DIRECTOR (FROM 05/2022) 1.00 X 0 0 0 DR DANICA MARINA-DABIC DIRECTOR 1.00 X 0 0 0 ANN MCDANIEL DIRECTOR 1.00 X 0 0 0 BAYO OYEWOLE DIRECTOR (FROM 05/2022) 1.00 X 0 0 0 JOHN SACKETT DIRECTOR 1.00 X 0 0 0 DEBORAH SMITH DIRECTOR 1.00 X 0 0 0 SRI VELAMATI DIRECTOR (UNTIL 04/2022) 1.00 X 0 0 0 BENJAMIN WU DIRECTOR 1.00 X 0 0 0 CATHY BERNARD DIRECTOR (UNTIL 05/2022) 1.00 X 0 0 0 ROSCOE M MOORE JR DIRECTOR (UNTIL 05/2022) 1.00 X 0 0 0 MONICA JEFFRIES HAZANGELES PRESIDENT & CEO 40.00 X 237743 0 29464 BESS AMERMAN CFO 40.00 X 124615 0 4800 MATTHEW CAMPBELL VP OF OPERATIONS (FROM 11/2021) 40.00 X 19520 0 0 JOI BROWN VP OF PROGRAMMING 40.00 X 128679 0 17569 HEIDI ONKST VP OF ADVANCEMENT 40.00 X 115864 0 16961 CARLYLE SMITH DIR. OF INFORMATION TECHNOLOGY 40.00 X 117162 0 4687 JONATHAN FOSTER PRODUCTION STAGE MANAGER 40.00 X 101740 0 8939 845323 0 82420 6 0 1 0 LITTLER MENDELSON PO BOX 207137 DALLAS TX 75320 LEGAL 336931 SECURITAS SECURITY SERVICE PO BOX 403412 ATLANTA GA 303843412 SECURITY 202241 SB TOURING 1201 6TH AVE 10TH FL NEW YORK NY 10019 ARTIST FEES 195000 ADAGE TECHNOLOGIES 10 S RIVERSIDE PLAZA SUITE 1500 CHICAGO IL 60606 WEBSITE MAINTENANCE 176125 ALLIED GLOBAL MARKETING PO BOX 845382 BOSTON MA 02284 MARKETING 159946 8 6876494 2131055 50676 9007549 PROGRAM RECEIPTS 900099 3979088 3979088 LICENSE FEES 900099 928026 928026 ADVERTISING 548100 4650 4650 4911764 88165 88165 1433903 0 1433903 1433903 1433903 974176 1125361 -151185 -151185 -151185 793475 277427 516048 516048 OTHER 900099 4832 4832 4832 15811076 5423162 4650 1375715 31055 31055 490361 151914 271266 67181 3480741 3027644 113991 339106 216687 177692 16920 22075 505371 407373 46958 51040 314715 252449 30118 32148 340170 9852 330318 43347 43347 81777 81777 457406 456834 572 976855 916646 16686 43523 223386 143086 70177 10123 33778 33778 105605 104765 720 120 158293 132830 17631 7832 13130 13130 659804 659804 49635 5630 44005 ARTIST FEES 2121231 2100051 750 20430 FACILITY OP. SERVICES 1256567 1090864 157764 7939 OTHER PRODUCTION 250161 246047 4114 REPAIRS AND MAINTENANCE 79410 33418 45631 361 41710 15142 2059 24509 11931195 9337070 1963052 631073 6283 9094 3661510 5214691 356015 171060 11146 366974 62722 47610 433676 315439 20537976 7822923 13261065 12715053 6472989 6642776 567666 0 2423242 785836 27256314 26268533 665874 939874 1834637 941144 531250 318750 1021195 0 5331534 3445841 9384490 5645609 X 9326799 12797461 8545025 7825463 17871824 20622924 27256314 26268533 3879881 -1128781 0 X 0 1 X 1 1 1 X 8261301 6302435 3341130 5868749 9007549 32781164 8261301 6302435 3341130 5868749 9007549 32781164 823930 31957234 553068 593398 360474 393882 1522068 3422890 37846 8274 49163 4832 100115 36304169 30327634 0.88030 0.88060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4500 468550 X 1 6129866 -817659 5312207 4978251 1384433 232818 6129866 5081779 -64598 38930 4978251 5031717 182249 132187 5081779 4840233 309030 117546 5031717 0.00000 0.80500 0.19500 0 0 15293480 4028467 11265013 3565200 2457492 1107708 1679296 1336964 342332 12715053 SECURITY DEPOSITS 83700 NET PENSION LIABILITY 1142332 NET OPEB LIABILITY 852835 DEFERRED INFLOWS OF OPEB RESOURCES 1366974 3445841 X 14937469 -1128781 336951 -791830 15729299 81777 81777 15811076 12186369 336951 336951 11849418 81777 81777 11931195 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, 2022, 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 INSTRUMENTS 2 0 7025 FMV INSTRUMENT DONATION SCHOLARSHIPS 23 5650 18380 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 0 0 0 0 0 0 0 0 0 MONICA JEFFRIES HAZANGELES PRESIDENT & CEO 237743 0 0 0 0 0 16387 0 13077 0 267207 0 0 0 CARLYLE SMITH CARLYLE SMITH IS THE BROTHER OF FORMER CFO (UNTIL 2/9/2020), JENNIFER SMITH 121849 MR. SMITH IS THE DIRECTOR OF INFORMATION TECHNOLOGY FOR THE FOUNDATION 0 X 1 4500 X 8 45328 FMV X GUITAR 1 848 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 2018. 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.