2018-11-05T07:41:14-06:00 2018-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-07-01 521233092 STRATHMORE HALL FOUNDATION INC STRA 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MONICA J HAZANGELES PRESIDENT & CEO 3015815181 2018-11-05 1 3019519090 75.103.231.202 2018-11-05 08:41:08 ES P 3D96F52C84D952BE9074EBE015F3F361DE97422D 88DB73EEF41ABB63FCE45DC413FFA68E00B82857 2017 2018-06-14 16:35:46Z MONICA J HAZANGELES 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 18290767 0 X WWW.STRATHMORE.ORG X 1981 MD SEE PART III, LINE 1. 29 29 271 490 13965 -4863 3806453 8261301 8208416 6858672 304711 397098 434395 423690 12753975 15940761 47715 37371 0 0 5230779 5763471 0 0 637007 7101252 6320377 12379746 12121219 374229 3819542 16202430 21524432 2551817 6035721 13650613 15488711 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 4106152 1000 3281835 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. 2846047 2719512 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. 1893454 36371 1016639 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. 882992 7700 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. 882992 7700 9728645 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 1 246 0 1 271 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X JENNIFER SMITH 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 KAREN R LEFKOWITZ VICE CHAIR, THEN CHAIR (TRANS. 5/18) 2.00 X X 0 0 0 STEVEN P HOLLMAN DIR., THEN VICE CHAIR (TRANS. 5/18) 2.00 X X 0 0 0 DAVID MW DENTON SECRETARY 2.00 X X 0 0 0 CHRISOPH A SYLLABA DIR., THEN TREASURER (TRANS. 5/18) 2.00 X X 0 0 0 WILLIAM R FORD TREASURER (UNTIL 5/18) 2.00 X X 0 0 0 ROBERT G BREWER JR CHAIR, THEN DIRECTOR (TRANS. 5/18) 2.00 X X 0 0 0 CATHY BERNARD DIRECTOR 1.00 X 0 0 0 JEROME W BRESLOW DIRECTOR 1.00 X 0 0 0 MARIA DARBY DIRECTOR (UNTIL 10/17) 1.00 X 0 0 0 HOPE B EASTMAN DIRECTOR 1.00 X 0 0 0 SUZANNE BRENNAN FIRSTENBERG DIRECTOR (UNTIL 5/18) 1.00 X 0 0 0 HON NANCY FLOREEN DIRECTOR 1.00 X 0 0 0 BARBARA GOLDBERG GOLDMAN DIRECTOR 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 DELIA K LANG DIRECTOR (UNTIL 5/18) 1.00 X 0 0 0 CAROLYN P LEONARD DIRECTOR 1.00 X 0 0 0 J ALBERTO MARTINEZ MD DIRECTOR 1.00 X 0 0 0 Y MARIA MARTINEZ DIRECTOR (UNTIL 10/17) 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 DERIONNE P POLLARD DIRECTOR (UNTIL 4/18) 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 MARY K STURTEVANT DIRECTOR 1.00 X 0 0 0 SRI VELAMATI DIRECTOR 1.00 X 0 0 0 JOSEPH SIFER DIRECTOR (START 11/17) 1.00 X 0 0 0 JAMES A YOUNG DIRECTOR (START 11/17) 1.00 X 0 0 0 JAMES W GRAUBERGER DIRECTOR (START 2/18) 1.00 X 0 0 0 ALLEN HERMAN DIRECTOR (START 5/18) 1.00 X 0 0 0 CATHERINE S LEGGETT DIRECTOR (START 5/18) 1.00 X 0 0 0 KRISTA A NUFRIO DIRECTOR (START 5/18) 1.00 X 0 0 0 JOHN TYLER ANTHONY DIRECTOR (START 5/18) 1.00 X 0 0 0 ELIOT PFANSTIEHL CHIEF EXECUTIVE OFFICER 40.00 X 204305 0 26683 MONICA JEFFRIES-HAZANGELES PRESIDENT 40.00 X 153879 0 25728 LEON SCIOSCIA EXECUTIVE VP OPERATIONS 40.00 X 127513 0 17182 JENNIFER SMITH CHIEF FINANCIAL OFFICER 40.00 X 122760 0 18087 JOI BROWN VP OF PROGRAMMING 40.00 X 111112 0 28972 ALAINA GOSS VP OF MARKETING AND COMMUNICATIONS 40.00 X 103378 0 21456 CARLYLE SMITH DIR. OF INFORMATION OF TECHNOLOGY 40.00 X 114180 0 16413 937127 0 154521 7 0 1 0 COSTELLO CONSTRUCTION 10211 WINCOPIN CIR STE 100 COLUMBIA MD 21044 CONSTRUCTION 982346 ALLIED INTEGRATED MARKETING 55 CAMBRIDGE PARKWAYSUITE 200 CAMBRIDGE MA 02142 MARKETING 436662 RIDGEWELLS 5525 DORSEY LANE BETHESDA MD 20816 CATERING 351517 CES SECURITY INC 115 MC HENRY AVENUE BALTIMORE MD 21208 SECURITY 198681 87AM 233 BROADWAY STE 13 NEW YORK NY 10279 MARKETING 185859 8 244000 4369326 3647975 568599 8261301 PROGRAM RECEIPTS 900099 4606870 4592905 13965 LICENSE FEES 900099 2116674 2116674 COMMISSION 900099 135128 89345 45783 6858672 190869 190869 362199 0 362199 362199 362199 1775334 1569105 206229 206229 206229 254179 244000 405485 -151306 -151306 588213 375416 212797 212797 15940761 7011721 13965 653774 37371 37371 716723 348280 216264 152179 3602962 3059481 289882 253599 276286 122414 135952 17920 825213 537535 254000 33678 342287 251095 64941 26251 15191 34 15157 24526 10 24516 41091 41091 379518 334279 27739 17500 1194228 1161858 12721 19649 242598 145039 76066 21493 48247 48247 177529 172407 2019 3103 223866 164007 13059 46800 392186 392186 35639 1440 34199 ARTISTIC FEES 2125033 2105883 1100 18050 FACILITY OP. SERVICES 542049 391646 141034 9369 OTHER PRODUCTION EXP. 393989 393985 3 1 PRODUCTION SUP./EQUIP. 376893 374393 1000 1500 107794 79241 12638 15915 12121219 9728645 1755567 637007 8007 8371 1441216 1513314 878122 5381871 782573 513714 66270 68637 156335 161317 11138779 5692905 4280195 5445874 5903160 6002450 1655890 1290285 1030662 1138599 16202430 21524432 818477 1400978 920053 1349496 813287 3285247 2551817 6035721 X 6422042 3129456 2952268 8082952 4276303 4276303 13650613 15488711 16202430 21524432 X 3819542 103541 -2084985 X 0 1 X 1 0 X 2132773 4147954 4099305 3806453 8261301 22447786 2132773 4147954 4099305 3806453 8261301 22447786 1900516 20547270 311137 305927 507896 533342 553068 2211370 108270 120338 274526 503134 25162290 33038581 0.81660 0.78900 X 481850 X 0 4840233 309030 117546 5031717 4485739 421498 67004 4840233 4735366 50000 -222738 76889 4485739 4688180 109600 62414 4735366 4351641 386811 50272 4688180 0.00000 0.84990 0.15010 0 0 6924123 2681816 4242307 2944741 1958634 986107 1269915 1052455 217460 5445874 ALTERNATIVE INVESTMENTS 1290285 F 1290285 ARTWORK 481850 DEFERRED OUTFLOWS OF PENSION CONTRIBUTIONS 128634 DEFERRED OUTFLOWS OF OPEB CONTRIBUTIONS 111768 DEFERRED OUTFLOWS OF PENSION RESOURCES 416347 1138599 SECURITY DEPOSITS 39600 NET PENSION LIABILITY 705815 NET OPEB LIABILITY 1907346 DEFERRED INFLOWS-PENSION RESOURCES 298415 DEFERRED INFLOWS OF OPEB RESOURCES 324028 DEFERRED OUTFLOWS OF OPEB RESOURCES 10043 3285247 X 16788269 103541 379573 405485 888599 15899670 41091 41091 15940761 12865186 379573 405485 785058 12080128 41091 41091 12121219 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. GALA 421709 192937 228772 117522 111250 145511 FALL FUNDRAISER 76470 51063 25407 21607 3800 5795 498179 244000 254179 139129 115050 151306 405485 -151306 1 SCHOLARSHIPS 46 37371 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 ELIOT PFANSTIEHL CHIEF EXECUTIVE OFFICER 204305 0 0 0 0 0 11541 0 15142 0 230988 0 0 0 MONICA JEFFRIES-HAZANGELES PRESIDENT 153879 0 0 0 0 0 8889 0 16839 0 179607 0 0 0 JULIE HAMRE JULIE HAMRE IS THE SISTER OF ELIOT PFANSTIEHL, CEO 25328 MS. HAMRE IS A PART TIME STAFF ACCOUNTANT FOR THE FOUNDATION. 0 CARLYLE SMITH CARLYLE SMITH IS THE BROTHER OF JENNIFER SMITH, CFO 117212 MR. SMITH IS THE DIRECTOR OF INFORMATION TECHNOLOGY FOR THE FOUNDATION. 0 X 15 558612 FMV X 3 9987 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 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.