2019-11-11T06:53:06-06:00 2019-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-07-01 521233092 STRATHMORE HALL FOUNDATION INC STRA 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MONICA J HAZANGELES PRESIDENT & CEO 3015815181 2019-11-11 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2019-11-11 07:53:01 ES P EF960CB6235E67D236768708300BD2CC7ECC8D17 4A81CC21A2E4F454F94C28FED93DC0391148F391 2018 2020-04-17 16:48:07Z MONICA J HAZANGELES 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 17632716 0 X WWW.STRATHMORE.ORG X 1981 MD SEE PART III, LINE 1. 26 26 285 435 13540 -3105 8261301 6302435 6858672 8693277 397098 227085 423690 583987 15940761 15806784 37371 48327 0 0 5763471 6094563 0 0 607360 6320377 7370046 12121219 13512936 3819542 2293848 21524432 26342466 6035721 8478036 15488711 17864430 X STRATHMORE PRESENTS AND PRODUCES EXEMPLARY VISUAL AND PERFORMING ARTS PROGRAMS FOR DIVERSE AUDIENCES, CREATES DYNAMIC ARTS EDUCATION EXPERIENCES, AND NURTURES NEW IDEAS AND CONVERSATIONS THAT ADVANCE THE FUTURE OF THE ARTS. 0 0 4916571 199 5053132 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 EXPAND THEIR CREATIVITY AND COMMITTED TO REACHING AND SERVING DIVERSE AUDIENCES THROUGH THE PRESENTATION OF MORE THAN 420 CONCERTS, WORKSHOPS, CLASSES, AND FESTIVALS EACH YEAR. IN FY 19, STRATHMORE PRESENTED A YEAR OF CONCERTS WITH GLOBALLY INFLUENCED PERSPECTIVES, FEATURING A VARIETY OF INTERNATIONAL ARTISTS. SOME OF THOSE FEATURED WERE YOUSSOU NDOR, AIDA CUEVAS, CAETANO VELOSO, GORAN BREGOVIC, TAO DRUM HEART, AND STEPAFRIKA! STRATHMORE'S WINDOW SERIES PERFORMANCES IN THE MUSIC CENTER WERE ACCOMPANIED BY PRECONCERT EVENTS, (SEE SCHEDULE O, PG. 44) WHERE ARTISTS EXPERTS AND FROM OUR COMMUNITY PROVIDED CONTEXT AND LEARNING OPPORTUNITIES, WHILE POST-CONCERT CONVERSATIONS HELPED ATTENDEES CONNECT TO EACH OTHER AND SHARE THEIR EXPERIENCES. STRATHMORE CONTINUED PROGRAMMING AT ITS MORE INTIMATE VENUES - THE HISTORIC MANSION AND AT AMP. IT ALSO PRESENTED CONCERTS PERFORMED BY ITS SIX ARTISTS IN RESIDENCE AS PART OF ITS FLAGSHIP PROGRAM, CREATED MORE THAN A DECADE AGO TO SUPPORT ARTISTS AS THEY TRANSITION TO PROFESSIONAL CAREERS. SINCE ITS INCEPTION IN 2005, THE PROGRAM HAS MENTORED 84 MUSICIANS AGES 16-32. EVERY YEAR A CLASS OF SIX IS CHOSEN AFTER A COMPETITIVE SELECTION PROGRAM. STRATHMORE ARTISTS IN RESIDENCE BENEFIT FROM THE SUPPORT OF MENTOR MUSICIANS, PARTICIPATE IN PROFESSIONAL DEVELOPMENT SEMINARS, AND ARE OFFERED EXTENSIVE PERFORMANCE OPPORTUNITIES THROUGHOUT THE 10-MONTH PROGRAM. 3025187 2934779 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. OPERATIONS CONTINUE TO EFFICIENTLY SUPPORT THE INCREASING NUMBER OF PERFORMANCES, SHOWS, EDUCATIONAL CLASSES AND EVENTS ON THE 16 ACRE CAMPUS AND AT ITS AMP BY STRATHMORE LOCATION. WE ANNUALLY SUPPORT MORE THAN 400 SHOWS IN STRATHMORE'S THREE VENUES, CONCERTS FOR 24,632 MONTGOMERY COUNTY PUBLIC SCHOOL STUDENTS, AND ALL-CAMPUS FESTIVALS FOR THOUSANDS OF PATRONS. 2084762 48128 1071755 VISUAL ARTS AND EDUCATION: VISUAL ARTS AT STRATHMORE EMBRACES ARTISTS IN EVERY MEDIUM AND FROM EVERY COUNTRY. IN FY19, A SERIES OF ORIGINAL EXHIBITIONS IN THE MANSION HONORED SEMINAL ARTISTS OF OUR TIME, BROUGHT NEW AUDIENCES TO OUR CAMPUS, AND HELPED SPOTLIGHT TALENTED LOCAL ARTISTS. THIS YEAR, STRATHMORE PRESENTED WORKS BY PERSIAN FLORAL AND GARDEN ARTIST LADAN EBRAHIMIAN, YOUNG ARTIST-ON-THE-RISE TERRON COOPER SORRELLS, EMILY UCHYTIL, AND COLORED PENCIL ARTIST LIS ZADRAVEC. IT HOSTED GROUP SHOWS BY THE MINIATURE PAINTERS, SCULPTORS, AND GRAVERS SOCIETY, THE BREWSTER KALEIDOSCOPE SOCIETY, THE PLEIN AIR PAINTERS SOCIETY, AND AN EXTRAORDINARY EXHIBITION OF FLORA/FAUNA WORKS ON PAPER! STRATHMORE EDUCATION LAUNCHED A NEW OUTREACH PROGRAM - LATIN STRINGS AND PERCUSSION ORCHESTRA AT A HIGH SCHOOL (SEE SCHEDULE O, PG. 44) CLUSTER IN NORTH MONTGOMERY COUNTY. MORE THAN 90 STUDENTS SPENT 5 WEEKS AFTER SCHOOL WITH PROFESSIONAL ARTISTS AND COACHES LEARNING LATIN REPERTOIRE AND THEN PERFORMED A SHOWCASE FOR PARENTS AND PUBLIC. IN COLLABORATION WITH MCPS AND GLENSTONE, STRATHMORE CONTINUED THE THINK BIG CAFE FOR 200 FOURTH GRADERS IN MONTGOMERY COUNTY, A CURRICULUM-BASED EXPERIENTIAL PROGRAM DESIGNED TO EXPAND THE STUDENTS' WORLD-VIEW AND CAPACITY FOR CREATIVE EXPRESSION. AND, STRATHMORE CONTINUED ITS BLOOM INITIATIVE - AN ENDEAVOR TO AMPLIFY THE ARTS IN EAST AND NORTH MONTGOMERY COUNTY. WE ARE WORKING WITH COMMUNITY LEADERS, TEACHERS, AND LOCAL BUSINESSES TO DEVELOP AFFORDABLE AND SUSTAINABLE ARTS PROGRAMS THAT ARE DEEPLY EMBEDDED IN THE HEARTS OF OUR CITIZENS. 969150 6300 COMMUNICATIONS: STRATHMORE IMPLEMENTED SEVERAL INNOVATIONS TO COMMUNICATE MORE EFFECTIVELY WITH ITS CUSTOMERS AND AUDIENCES. THE STRATHMORE WEBSITE NOW OFFERS USERS SEVEN LANGUAGES FROM WHICH TO CHOOSE TO BEST UNDERSTAND THE BREADTH AND VARIETY OF ITS PROGRAM INFORMATION. IN ADDITION, PATRONS ARE NOW ABLE TO PRINT PURCHASED TICKETS AT HOME AND PURCHASING FROM STRATHMORE'S MOBILE WEBSITE HAS GOTTEN EVEN MORE ROBUST TO ACCOMMODATE USERS WHO MAY NOT HAVE A DESKTOP OPTION. 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 SUCH AS GROCERIES AND CHURCHES. 969150 6300 10995670 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 281 0 1 285 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X X JENNIFER SMITH 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 KAREN R LEFKOWITZ CHAIR 2.00 X X 0 0 0 STEVEN P HOLLMAN VICE CHAIR 2.00 X X 0 0 0 DAVID MW DENTON SECRETARY 2.00 X X 0 0 0 CHRISOPH A SYLLABA TREASURER 2.00 X X 0 0 0 JOHN TYLER ANTHONY DIRECTOR 1.00 X 0 0 0 CATHY BERNARD DIRECTOR 1.00 X 0 0 0 JEROME W BRESLOW DIRECTOR 1.00 X 0 0 0 ROBERT G BREWER JR DIRECTOR 1.00 X 0 0 0 HOPE B EASTMAN DIRECTOR 1.00 X 0 0 0 HON NANCY FLOREEN DIRECTOR (END 11/18) 1.00 X 0 0 0 HON ANDREW FRIEDSON DIRECTOR (START 1/19) 1.00 X 0 0 0 BARBARA GOLDBERG GOLDMAN DIRECTOR 1.00 X 0 0 0 JAY W GRAUBERGER DIRECTOR 1.00 X 0 0 0 ALLEN HERMAN DIRECTOR (END 8/18) 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 E KIRWAN DIRECTOR 1.00 X 0 0 0 CATHERINE S LEGGETT DIRECTOR 1.00 X 0 0 0 CAROLYN P LEONARD DIRECTOR (END 5/19) 1.00 X 0 0 0 J ALBERTO MARTINEZ DIRECTOR (END 5/19) 1.00 X 0 0 0 ANN L MCDANIEL DIRECTOR 1.00 X 0 0 0 ROSCOE M MOORE JR DIRECTOR 1.00 X 0 0 0 KRISTA A NUFRIO DIRECTOR 1.00 X 0 0 0 DONNA RATTLEY WASHINGTON DIRECTOR 1.00 X 0 0 0 GRACIELA RIVERA-OVEN DIRECTOR 1.00 X 0 0 0 JOHN SACKETT DIRECTOR 1.00 X 0 0 0 JOSEPH SIFER DIRECTOR 1.00 X 0 0 0 MARY K STURTEVANT DIRECTOR 1.00 X 0 0 0 SRI VELAMATI DIRECTOR 1.00 X 0 0 0 JAMES A YOUNG DIRECTOR 1.00 X 0 0 0 ELIOT PFANSTIEHL CHIEF EXECUTIVE OFFICER (END 8/18) 40.00 X 155765 0 25683 MONICA JEFFRIES-HAZANGELES PRESIDENT & CEO (TRANS. 9/18) 40.00 X 194920 0 28426 LEON SCIOSCIA EXECUTIVE VP OPERATIONS 40.00 X 133739 0 16971 JENNIFER SMITH CHIEF FINANCIAL OFFICER 40.00 X 127206 0 17446 JOI BROWN VP OF PROGRAMMING 40.00 X 131393 0 23151 CARLYLE SMITH DIR. OF INFORMATION OF TECHNOLOGY 40.00 X 119047 0 10967 BIANCA BECKHAM VP OF DEVELOPMENT (END 11/18) 40.00 X 102989 0 26780 WILLIAM GRAY LEAD SOUND TECHNICIAN 40.00 X 103856 0 32196 WILLIAM KASSMAN LEAD STAGE TECHNICIAN 40.00 X 100224 0 31069 1169139 0 212689 9 0 1 0 COSTELLO CONSTRUCTION 10211 WINCOPIN CIR STE 100 COLUMBIA MD 21044 CONSTRUCTION 7824767 ALLIED GLOBAL MARKETING 55 CAMBRIDGE PARKWAYSUITE 200 CAMBRIDGE MA 02142 MARKETING 520841 RIDGEWELLS 5525 DORSEY LANE BETHESDA MD 20816 CATERING 416107 MGAC 730 11TH ST NW WASHINGTON DC 20001 CONSTRUCTION MANAGEMENT 281981 CES SECURITY INC 115 MC HENRY AVENUE BALTIMORE MD 21208 SECURITY 211087 9 162434 4554616 1585385 231341 6302435 PROGRAM RECEIPTS 900099 5974768 5961228 13540 LICENSE FEES 900099 2548188 2548188 COMMISSION 900099 170321 118323 51998 8693277 272849 272849 320549 0 320549 320549 320549 886066 919160 12670 -33094 -12670 -45764 -45764 241465 162434 440560 -199095 -199095 878229 453542 424687 424687 OTHER 900099 37846 37846 37846 15806784 9052426 13540 438383 48327 48327 660416 328861 229769 101786 3850731 3260363 295281 295087 216598 123138 76969 16491 1009344 577313 406149 25882 357474 269014 61733 26727 12934 12934 27906 27906 42785 42785 500110 451825 34035 14250 1234153 1193106 14804 26243 255525 152466 79738 23321 53440 53440 184461 183952 412 97 237298 171737 17530 48031 367116 367116 36175 1440 34735 ARTISTIC FEES 2833743 2824393 500 8850 FACILITY OP. SERVICES 555748 400702 151122 3924 OTHER PRODUCTION EXP. 462424 462424 PRODUCTION SUP./EQUIP. 396479 393598 900 1981 169749 99571 55488 14690 13512936 10995670 1909906 607360 8371 5624 1513314 1995467 5381871 371732 513714 781735 68637 74007 161317 113613 19183547 5920888 5445874 13262659 6002450 6171556 1290285 1362032 1138599 2204041 21524432 26342466 1400978 1457782 1349496 1393573 1091482 3285247 4535199 6035721 8478036 X 3129456 11074984 8082952 2513143 4276303 4276303 15488711 17864430 21524432 26342466 2293848 81871 0 X 0 1 X 1 0 X 4147954 4099305 3806453 8261301 6302435 26617448 4147954 4099305 3806453 8261301 6302435 26617448 1684092 24933356 305927 507896 533342 553068 593398 2493631 120338 274526 37846 432710 29543789 37969732 0.84390 0.81660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 481850 X 0 5031717 182249 132187 5081779 4840233 309030 117546 5031717 4485739 421498 67004 4840233 4735366 50000 -222738 76889 4485739 4688180 109600 62414 4735366 0.00000 0.84150 0.15850 0 0 14987241 2803150 12184091 2929406 2018866 910540 1266900 1098872 168028 13262659 ALTERNATIVE INVESTMENTS 1362032 F 1362032 ARTWORK 481850 DEFERRED OUTFLOWS OF PENSION CONTRIBUTIONS 128261 DEFERRED OUTFLOWS OF OPEB CONTRIBUTIONS 127282 DEFERRED OUTFLOWS OF PENSION RESOURCES 259067 DEFERRED OUTFLOWS OF OPEB RESOURCES 1207581 2204041 SECURITY DEPOSITS 45500 NET PENSION LIABILITY 424150 NET OPEB LIABILITY 2719371 DEFERRED INFLOWS-PENSION RESOURCES 390468 DEFERRED INFLOWS OF OPEB RESOURCES 955710 4535199 X 16709214 81871 410114 453230 945215 15763999 42785 42785 15806784 14333495 410114 453230 863344 13470151 42785 42785 13512936 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, 2019, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. 440,560. LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED IN EXPENSES ON THE AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART VIII, LINE 7C. 12,670. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. 440,560. LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED IN EXPENSES ON THE AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART VIII, LINE 7C. 12,670. GALA 326547 121681 204866 109392 95474 169697 ELIOT'S PFAREWELL 77352 40753 36599 25549 11050 29398 403899 162434 241465 134941 106524 199095 440560 -199095 1 SCHOLARSHIPS 80 48327 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 ALL 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 ELIOT PFANSTIEHL CHIEF EXECUTIVE OFFICER (END 8/18) 155765 0 0 0 0 0 7925 0 17758 0 181448 0 0 0 MONICA JEFFRIES-HAZANGELES PRESIDENT & CEO (TRANS. 9/18) 194920 0 0 0 0 0 10769 0 17657 0 223346 0 0 0 LEON SCIOSCIA EXECUTIVE VP OPERATIONS 133739 0 0 0 0 0 9837 0 7134 0 150710 0 0 0 JOI BROWN VP OF PROGRAMMING 131393 0 0 0 0 0 9912 0 13239 0 154544 0 0 0 CARLYLE SMITH CARLYLE SMITH IS THE BROTHER OF JENNIFER SMITH, CFO 119556 MR. SMITH IS THE DIRECTOR OF INFORMATION TECHNOLOGY FOR THE FOUNDATION. 0 X 10 221341 FMV X 2 10000 FMV 0 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 PRESIDENT AND CEO. FOLLOWING THE RETIREMENT OF THE FOUNDER/CEO IN AUGUST 2018, A NEW PRESIDENT AND CEO WAS APPOINTED. THE NEW PRESIDENT AND CEO'S FIRST PERFORMANCE REVIEW TOOK PLACE SEPTEMBER 2019. THE PRESIDENT AND CEO REVIEW 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 COMMENT ARE KEPT IN PERSONNEL FILES. 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.