STRATHMORE HALL FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STRATHMORE HALL FOUNDATION INC (EIN 52-1233092)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-05
- IRS object ID
- 201833099349300318
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T07:41:14-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521233092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATHMORE HALL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 3015815181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LANE | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONICA J HAZANGELES | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3015815181 | PhoneNum |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-05 | IPDt |
| IP Tm | 08:41:08 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D96F52C84D952BE9074EBE015F3F361DE97422D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88DB73EEF41ABB63FCE45DC413FFA68E00B82857 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MONICA J HAZANGELES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LANE | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,290,767 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STRATHMORE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 271 | TotalEmployeeCnt |
| Total Volunteers | 490 | TotalVolunteersCnt |
| Total Gross UBI | $13,965 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$4,863 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,806,453 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,261,301 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,208,416 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,858,672 | CYProgramServiceRevenueAmt |
| PY Investment Income | $304,711 | PYInvestmentIncomeAmt |
| CY Investment Income | $397,098 | CYInvestmentIncomeAmt |
| PY Other Revenue | $434,395 | PYOtherRevenueAmt |
| CY Other Revenue | $423,690 | CYOtherRevenueAmt |
| PY Total Revenue | $12,753,975 | PYTotalRevenueAmt |
| CY Total Revenue | $15,940,761 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $47,715 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $37,371 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,230,779 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,763,471 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $637,007 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,101,252 | PYOtherExpensesAmt |
| CY Other Expenses | $6,320,377 | CYOtherExpensesAmt |
| PY Total Expenses | $12,379,746 | PYTotalExpensesAmt |
| CY Total Expenses | $12,121,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $374,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,819,542 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,202,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,524,432 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,551,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,035,721 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,650,613 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,488,711 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,106,152 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $3,281,835 | RevenueAmt |
| Desc | 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 150 CONCERTS, WORKSHOPS, CLASSES, AND FESTIVALS EACH YEAR. IN FY 18, STRATHMORE PARTNERED WITH BETH MORRISON PROJECTS AND COMPOSER JEREMY SCHONFELD TO PRODUCE AN ORIGINAL, WORLD-PREMIERE PRODUCTION ENTITLED IRON & COAL: SURVIVOR AND SON. THIS IMMERSIVE, MUSICAL MEMOIR TOLD THE STORY OF A FATHER AND SON LIVING IN THE SHADOW OF THE HOLOCAUST. PARTNERING WITH ARTISTS ON NEW WORK IN VERY LARGE SCALE SPEAKS TO STRATHMORE'S (SEE SCHEDULE O, PG. 45) COMMITMENT TO FOSTERPROGRAMMING THAT IS DISTINCTIVE AND COMPELLING. PROGRAM SERVICE ACCOMPLISHMENTS: 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 76 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,846,047 | ExpenseAmt |
| Revenue | $2,719,512 | RevenueAmt |
| Desc | 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 NEARLY 300 SHOWS IN STRATHMORE'S THREE VENUES, CONCERTS FOR 21,000 MONTGOMERY COUNTY PUBLIC SCHOOL STUDENTS, AND ALL-CAMPUS FESTIVALS FOR THOUSANDS OF PATRONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,893,454 | ExpenseAmt |
| Grant | $36,371 | GrantAmt |
| Revenue | $1,016,639 | RevenueAmt |
| Desc | VISUAL ARTS AND EDUCATION: VISUAL ARTS AT STRATHMORE EMBRACES ARTISTS IN EVERY MEDIUM AND FROM EVERY COUNTRY. IN FY18, 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 LOCAL GLASS AND MULTIMEDIA ARTIST EILEEN MARTIN, ITALIAN PHOTOGRAPHER DARIO ZUCCHI, JORDANN WINE, EMILY UCHYTIL, AND JEFFREY EVERETT. IT HOSTED GROUP SHOWS BY THE MINIATURE PAINTERS, SCULPTORS, AND GRAVERS SOCIETY, WASHINGTON WAX WORKS, THE WASHINGTON CALLIGRAPHERS GUILD, AND AN EXTRAORDINARY EXHIBITION OF ARTIST-MADE KITES! STRATHMORE EDUCATION CREATED A SERIES OF LECTURES TO ACCOMPANY THE ORIGINAL PRODUCTION IRON & COAL: SURVIVOR AND SON, WHICH EXPLORED HOW TO WRITE YOUR (SEE SCHEDULE O, PG. 45)FAMILY HISTORY AND THE HOLOCAUST IN ART & CULTURE. IN COLLABORATION WITH MCPS AND GLENSTONE, STRATHMORE DEVELOPED AND LAUNCHED THE THINK BIG CAFE FOR 500 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 EAST COUNTY INITIATIVE - A NEW ENDEAVOR TO AMPLIFY THE ARTS IN EAST 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 THE EAST COUNTY CITIZENS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $882,992 | ExpenseAmt |
| Revenue | $7,700 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $882,992 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $7,700 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,728,645 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 246 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 271 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3015815181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 TUCKERMAN LANE | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KAREN R LEFKOWITZ | |||||||
| VICE CHAIR, THEN CHAIR (TRANS. 5/18) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN P HOLLMAN | |||||||
| DIR., THEN VICE CHAIR (TRANS. 5/18) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID MW DENTON | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISOPH A SYLLABA | |||||||
| DIR., THEN TREASURER (TRANS. 5/18) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R FORD | |||||||
| TREASURER (UNTIL 5/18) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT G BREWER JR | |||||||
| CHAIR, THEN DIRECTOR (TRANS. 5/18) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CATHY BERNARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEROME W BRESLOW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA DARBY | |||||||
| DIRECTOR (UNTIL 10/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOPE B EASTMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE BRENNAN FIRSTENBERG | |||||||
| DIRECTOR (UNTIL 5/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON NANCY FLOREEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA GOLDBERG GOLDMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE JUDGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FARIBA KASSIRI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E KIRWAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DELIA K LANG | |||||||
| DIRECTOR (UNTIL 5/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN P LEONARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J ALBERTO MARTINEZ MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Y MARIA MARTINEZ | |||||||
| DIRECTOR (UNTIL 10/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN L MCDANIEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSCOE M MOORE JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DERIONNE P POLLARD | |||||||
| DIRECTOR (UNTIL 4/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA RATTLEY WASHINGTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACIELA RIVERA-OVEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SACKETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY K STURTEVANT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SRI VELAMATI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH SIFER | |||||||
| DIRECTOR (START 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A YOUNG | |||||||
| DIRECTOR (START 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W GRAUBERGER | |||||||
| DIRECTOR (START 2/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN HERMAN | |||||||
| DIRECTOR (START 5/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE S LEGGETT | |||||||
| DIRECTOR (START 5/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTA A NUFRIO | |||||||
| DIRECTOR (START 5/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN TYLER ANTHONY | |||||||
| DIRECTOR (START 5/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIOT PFANSTIEHL | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $204,305 | $0 | $26,683 | ||
| MONICA JEFFRIES-HAZANGELES | |||||||
| PRESIDENT | 40.00 | Yes (X) | $153,879 | $0 | $25,728 | ||
| LEON SCIOSCIA | |||||||
| EXECUTIVE VP OPERATIONS | 40.00 | Yes (X) | $127,513 | $0 | $17,182 | ||
| JENNIFER SMITH | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $122,760 | $0 | $18,087 | ||
| JOI BROWN | |||||||
| VP OF PROGRAMMING | 40.00 | $111,112 | $0 | $28,972 | Yes (X) | ||
| ALAINA GOSS | |||||||
| VP OF MARKETING AND COMMUNICATIONS | 40.00 | $103,378 | $0 | $21,456 | Yes (X) | ||
| CARLYLE SMITH | |||||||
| DIR. OF INFORMATION OF TECHNOLOGY | 40.00 | $114,180 | $0 | $16,413 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $937,127 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $154,521 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COSTELLO CONSTRUCTION | |||||
| 10211 WINCOPIN CIR STE 100 | COLUMBIA | MD | 21044 | CONSTRUCTION | $982,346 |
| ALLIED INTEGRATED MARKETING | |||||
| 55 CAMBRIDGE PARKWAYSUITE 200 | CAMBRIDGE | MA | 02142 | MARKETING | $436,662 |
| RIDGEWELLS | |||||
| 5525 DORSEY LANE | BETHESDA | MD | 20816 | CATERING | $351,517 |
| CES SECURITY INC | |||||
| 115 MC HENRY AVENUE | BALTIMORE | MD | 21208 | SECURITY | $198,681 |
| 87AM | |||||
| 233 BROADWAY STE 13 | NEW YORK | NY | 10279 | MARKETING | $185,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $244,000 | FundraisingAmt |
| Government Grants | $4,369,326 | GovernmentGrantsAmt |
| All Other Contributions | $3,647,975 | AllOtherContributionsAmt |
| Noncash Contributions | $568,599 | NoncashContributionsAmt |
| Total Contributions | $8,261,301 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PROGRAM RECEIPTS | 900099 | $4,606,870 | $4,592,905 | $13,965 | |
| LICENSE FEES | 900099 | $2,116,674 | $2,116,674 | ||
| COMMISSION | 900099 | $135,128 | $89,345 | $45,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,858,672 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,869 | TotalRevenueColumnAmt |
| Exclusion | $190,869 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $362,199 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $362,199 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $362,199 | TotalRevenueColumnAmt |
| Exclusion | $362,199 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,775,334 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,569,105 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $206,229 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,229 | TotalRevenueColumnAmt |
| Exclusion | $206,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $254,179 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $244,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $405,485 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$151,306 | TotalRevenueColumnAmt |
| Exclusion | -$151,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $588,213 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $375,416 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,797 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,797 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,940,761 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,011,721 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,965 | UnrelatedBusinessRevenueAmt |
| Exclusion | $653,774 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,371 | TotalAmt |
| Program Services | $37,371 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,723 | TotalAmt |
| Program Services | $348,280 | ProgramServicesAmt |
| Management And General | $216,264 | ManagementAndGeneralAmt |
| Fundraising | $152,179 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,602,962 | TotalAmt |
| Program Services | $3,059,481 | ProgramServicesAmt |
| Management And General | $289,882 | ManagementAndGeneralAmt |
| Fundraising | $253,599 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,286 | TotalAmt |
| Program Services | $122,414 | ProgramServicesAmt |
| Management And General | $135,952 | ManagementAndGeneralAmt |
| Fundraising | $17,920 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,213 | TotalAmt |
| Program Services | $537,535 | ProgramServicesAmt |
| Management And General | $254,000 | ManagementAndGeneralAmt |
| Fundraising | $33,678 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,287 | TotalAmt |
| Program Services | $251,095 | ProgramServicesAmt |
| Management And General | $64,941 | ManagementAndGeneralAmt |
| Fundraising | $26,251 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,191 | TotalAmt |
| Program Services | $34 | ProgramServicesAmt |
| Management And General | $15,157 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,526 | TotalAmt |
| Program Services | $10 | ProgramServicesAmt |
| Management And General | $24,516 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,091 | TotalAmt |
| Management And General | $41,091 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,518 | TotalAmt |
| Program Services | $334,279 | ProgramServicesAmt |
| Management And General | $27,739 | ManagementAndGeneralAmt |
| Fundraising | $17,500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,228 | TotalAmt |
| Program Services | $1,161,858 | ProgramServicesAmt |
| Management And General | $12,721 | ManagementAndGeneralAmt |
| Fundraising | $19,649 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,598 | TotalAmt |
| Program Services | $145,039 | ProgramServicesAmt |
| Management And General | $76,066 | ManagementAndGeneralAmt |
| Fundraising | $21,493 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,247 | TotalAmt |
| Program Services | $48,247 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,529 | TotalAmt |
| Program Services | $172,407 | ProgramServicesAmt |
| Management And General | $2,019 | ManagementAndGeneralAmt |
| Fundraising | $3,103 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,866 | TotalAmt |
| Program Services | $164,007 | ProgramServicesAmt |
| Management And General | $13,059 | ManagementAndGeneralAmt |
| Fundraising | $46,800 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,186 | TotalAmt |
| Management And General | $392,186 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,639 | TotalAmt |
| Program Services | $1,440 | ProgramServicesAmt |
| Management And General | $34,199 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ARTISTIC FEES | $2,125,033 | $2,105,883 | $1,100 | $18,050 |
| FACILITY OP. SERVICES | $542,049 | $391,646 | $141,034 | $9,369 |
| OTHER PRODUCTION EXP. | $393,989 | $393,985 | $3 | $1 |
| PRODUCTION SUP./EQUIP. | $376,893 | $374,393 | $1,000 | $1,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,794 | TotalAmt |
| Program Services | $79,241 | ProgramServicesAmt |
| Management And General | $12,638 | ManagementAndGeneralAmt |
| Fundraising | $15,915 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,121,219 | TotalAmt |
| Program Services | $9,728,645 | ProgramServicesAmt |
| Management And General | $1,755,567 | ManagementAndGeneralAmt |
| Fundraising | $637,007 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,007 | BOYAmt |
| EOY | $8,371 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,216 | BOYAmt |
| EOY | $1,513,314 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,122 | BOYAmt |
| EOY | $5,381,871 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,573 | BOYAmt |
| EOY | $513,714 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,270 | BOYAmt |
| EOY | $68,637 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,335 | BOYAmt |
| EOY | $161,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,138,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,692,905 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,280,195 | BOYAmt |
| EOY | $5,445,874 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,903,160 | BOYAmt |
| EOY | $6,002,450 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,655,890 | BOYAmt |
| EOY | $1,290,285 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,662 | BOYAmt |
| EOY | $1,138,599 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,202,430 | BOYAmt |
| EOY | $21,524,432 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $818,477 | BOYAmt |
| EOY | $1,400,978 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,053 | BOYAmt |
| EOY | $1,349,496 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,287 | BOYAmt |
| EOY | $3,285,247 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,551,817 | BOYAmt |
| EOY | $6,035,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,422,042 | BOYAmt |
| EOY | $3,129,456 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,952,268 | BOYAmt |
| EOY | $8,082,952 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,276,303 | BOYAmt |
| EOY | $4,276,303 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,650,613 | BOYAmt |
| EOY | $15,488,711 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,202,430 | BOYAmt |
| EOY | $21,524,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,819,542 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $103,541 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,084,985 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,132,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,147,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,099,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,806,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,261,301 | CurrentTaxYearAmt |
| Total | $22,447,786 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,132,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,147,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,099,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,806,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,261,301 | CurrentTaxYearAmt |
| Total | $22,447,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,900,516 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,547,270 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $311,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $305,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $507,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $553,068 | CurrentTaxYearAmt |
| Total | $2,211,370 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,526 | CurrentTaxYearMinus2YearsAmt |
| Total | $503,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,162,290 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,038,581 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $481,850 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,840,233 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $309,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,546 | OtherExpendituresAmt |
| End Year Balance | $5,031,717 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,485,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $421,498 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,004 | OtherExpendituresAmt |
| End Year Balance | $4,840,233 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,735,366 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$222,738 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,889 | OtherExpendituresAmt |
| End Year Balance | $4,485,739 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,688,180 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $109,600 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,414 | OtherExpendituresAmt |
| End Year Balance | $4,735,366 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,351,641 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $386,811 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,272 | OtherExpendituresAmt |
| End Year Balance | $4,688,180 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,924,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,681,816 | DepreciationAmt |
| Book Value | $4,242,307 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,944,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,958,634 | DepreciationAmt |
| Book Value | $986,107 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,269,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,052,455 | DepreciationAmt |
| Book Value | $217,460 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,445,874 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $1,290,285 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,290,285 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ARTWORK | $481,850 |
| DEFERRED OUTFLOWS OF PENSION CONTRIBUTIONS | $128,634 |
| DEFERRED OUTFLOWS OF OPEB CONTRIBUTIONS | $111,768 |
| DEFERRED OUTFLOWS OF PENSION RESOURCES | $416,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,138,599 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $39,600 |
| NET PENSION LIABILITY | $705,815 |
| NET OPEB LIABILITY | $1,907,346 |
| DEFERRED INFLOWS-PENSION RESOURCES | $298,415 |
| DEFERRED INFLOWS OF OPEB RESOURCES | $324,028 |
| DEFERRED OUTFLOWS OF OPEB RESOURCES | $10,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,285,247 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,788,269 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $103,541 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $379,573 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $405,485 | OtherRevenueAmt |
| Revenue Not Reported | $888,599 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,899,670 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,091 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $41,091 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,940,761 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,865,186 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $379,573 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $405,485 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $785,058 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,080,128 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,091 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $41,091 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,121,219 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2018, 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. 405,485. |
| 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. 405,485. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $421,709 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $192,937 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $228,772 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $117,522 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $111,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $145,511 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $76,470 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $51,063 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,407 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $21,607 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,800 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,795 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $498,179 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $244,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $254,179 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $139,129 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $115,050 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $151,306 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $405,485 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$151,306 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 46 | RecipientCnt |
| Cash Grant | $37,371 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AWARDS AND SCHOLARSHIPS ARE GRANTED BASED ON FINANCIAL NEEDS, HARDSHIPS AND MERIT. MOST OF THE SCHOLARSHIPS ARE FOR TUITION AND PRIVATE LESSONS 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIOT PFANSTIEHL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $204,305 | $0 | $0 | $0 | $0 | $0 | $11,541 | $0 | $15,142 | $0 | $230,988 | $0 | $0 | $0 |
| MONICA JEFFRIES-HAZANGELES | ||||||||||||||
| PRESIDENT | $153,879 | $0 | $0 | $0 | $0 | $0 | $8,889 | $0 | $16,839 | $0 | $179,607 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JULIE HAMRE | |||
| JULIE HAMRE IS THE SISTER OF ELIOT PFANSTIEHL, CEO | $25,328 | MS. HAMRE IS A PART TIME STAFF ACCOUNTANT FOR THE FOUNDATION. | 0 |
| CARLYLE SMITH | |||
| CARLYLE SMITH IS THE BROTHER OF JENNIFER SMITH, CFO | $117,212 | MR. SMITH IS THE DIRECTOR OF INFORMATION TECHNOLOGY FOR THE FOUNDATION. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $558,612 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,987 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS ARE REPORTED IN THIS COLUMN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 LAST PERFORMANCE EVALUATION TOOK PLACE IN AUGUST 2017. FOLLOWING A SEVEN MONTH SEARCH, A NEW PRESIDENT & CEO WAS NAMED IN AUGUST 2018. 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. |
| FORM 990, PART XI, LINE 9: | PRIOR PERIOD ADJUSTMENT -2,084,985. |
| FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS: | THE FOUNDATION'S FINANCIAL STATEMENTS AT JUNE 30, 2017 HAVE BEEN RESTATED TO REFLECT THE IMPLEMENTATION OF A NEW ACCOUNTING PRINCIPLE GASB STATEMENT NO. 75, ACCOUNTING AND FINANCIAL REPORTING FOR POSTEMPLOYMENT BENEFITS OTHER THAN PENSIONS. |
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