2026-02-02T11:30:25-06:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 521233092 THE STRATHMORE HALL FOUNDATION INC STRA 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 MONICA JEFFRIES HAZANGELES PRESIDENT AND CEO 3015815181 2026-01-28 1 1 AARON FOX P01365820 2022274000 2026-01-28 2024 2025-03-06 01:10:19Z MONICA JEFFRIES HAZANGELE 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 18223136 0 X WWW.STRATHMORE.ORG X 1981 MD WE AMPLIFY DISTINCTIVE ARTISTIC VOICES AND CURATE EXPERIENCES TO ENRICH EVERY LIFE AND SHAPE STRONGER COMMUNITIES. 25 25 213 484 9500 0 4010257 4459691 7173424 6953667 376109 736059 2021407 1949750 13581197 14099167 108907 104263 0 0 6624083 7114139 0 0 1177799 7655902 8314655 14388892 15533057 -807695 -1433890 26427097 25321853 3175979 3905905 23251118 21415948 X WE AMPLIFY DISTINCTIVE ARTISTIC VOICES AND CURATE EXPERIENCES TO ENRICH EVERY LIFE AND SHAPE STRONGER COMMUNITIES. 0 0 4954586 104263 4232696 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 AND COMMITTED TO REACHING AND SERVING OUR COMMUNITY'S AUDIENCES THROUGH THE PRESENTATION OF MORE THAN 395 CONCERTS, WORKSHOPS, CLASSES, AND FESTIVALS EACH YEAR. KEY ARTISTIC OFFERINGS FOR FY25 INCLUDED A SIGNIFICANT FOCUS ON INTERNATIONAL TOURING ARTISTS. STRATHMORE WAS PLEASED TO HOST AFRO CUBAN ALLSTARS (CUBA/US), SONA JOBARTEH (GAMBIA), HAMID RAHMANIAN'S SONG OF THE NORTH (PERSIA), YOUSSOU N'DOUR (SENEGAL) DJANGO REINHARDT FESTIVAL ALL STARS (FRANCE), NAGHASH (ARMENIA), CHUCHO VALDES (CUBA), NILS FRAHM (GERMANY), MARIZA (PORTUGAL) AND YAMATO (JAPAN). THE SERIES ALSO CONTINUED TO SUPPORT RISING LEADERS IN THE JAZZ GENRE PARTICULARLY THOSE WORKING IN THE LARGE ENSEMBLE FORMAT INCLUDING GRAMMY WINNING ARTURO O'FARRILL'S AFRO LATIN JAZZ ORCHESTRA IN COLLABORATION WITH BRAZILIAN ICON HAMILTON DE HOLANDA. GRAMMY NOMINATED MIHO HAZAMA WAS ALSO FEATURED - BLENDING A LARGE FORMAT JAZZ ENSEMBLE WITH STRING MUSICIANS INCLUDING STUDENTS FROM MARYLAND CLASSIC YOUTH ORCHESTRAS AS GUESTS ON TWO SELECTIONS. A CENTERPIECE OF STRATHMORE'S SEASON WAS AN OUTDOOR VIDEO AND AUDIO INSTALLATION CELEBRATING INDIVIDUALS WHO ARE CHAMPIONING AWARENESS OF THE NATURAL WORLD AND ENVIRONMENTAL RESOURCES. CRAIG WALSH'S MONUMENTS PROJECT FEATURED LARGE-SCALE NIGHTTIME PROJECTED IMAGES ON STRATHMORE'S CAMPUS TREES, COMPLEMENTED BY RELATED CUSTOM AUDIO STORIES ON STRATHMORE'S WEB SITE TO BE ENJOYED BEFORE, DURING OR AFTER THE VISIT. STRATHMORE'S MANSION CONTINUES TO PROVIDE A PLATFORM FOR RISING MUSICIANS OF ALL GENRES. THE INTIMATE MUSIC ROOM HOSTS TWO DOZEN CONCERTS ANNUALLY FEATURING CLASSICAL, CROSSOVER, JAZZ, INTERNATIONAL, ROOTS AND AMERICANA MUSIC STYLES. 3487464 1502166 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. 682974 0 COMMUNICATIONS: STRATHMORE COMMUNICATES REGULARLY TO ENGAGE WITH ITS PATRONS, 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. STRATHMORE CONTINUES TO WORK WITH EMBEDDED COMMUNITY CONNECTORS AND CURATORS TO ENSURE THAT MEMBERS OF ALL COMMUNITIES RECEIVE INFORMATION IN WAYS 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. 378622 39476 VISUAL ARTS: THIS YEAR EXHIBITIONS FEATURED ART FROM PRIVATE COLLECTIONS, ACADEMIC ART PROGRAMS, AND LONG-ESTABLISHED ART GUILDS. OUR SEASON OPENED WITH ARTFLOWS, THREE PRIVATE COLLECTIONS THAT OVERLAPPED WITH ARTWORK FROM AFRICAN, AND AFRICAN AMERICAN ARTISTS. THIS SHOW DEMONSTRATED THAT INDIVIDUALS ON LIMITED BUDGETS CAN BUILD AND APPRECIATE A PERSONAL ART COLLECTION THAT GROWS AND EXPANDS INCREMENTALLY THROUGHOUT A LIFETIME. AS THE PROGRAM BUILDS AUDIENCES TO SUPPORT A MARKET FOR ORIGINAL ART, WE ALSO PRESENTED ART PROGRAMS THAT EXAMINED THE IMPACT OF COMMUNITY ART COLLECTING. A NEW RELATIONSHIP WITH AMERICAN UNIVERSITY'S MASTERS OF ARTS CANDIDATES ALLOWS STRATHMORE TO BUILD A PIPELINE OF EMERGING ARTISTS ANNUALLY IN OUR SOLO GALLERY SPACE. ADDITIONALLY, WE CREATED AN EXHIBITION SERIES FOR THOSE EMERGING ARTISTS TO RETURN TO STRATHMORE IN OUR MAIN GALLERY SPACES WITH OUR INTERSECTIONS SERIES, A WAY FOR FOLLOWERS TO RE-CONNECT WITH ESTABLISHED ARTISTS ON THEIR PROFESSIONAL JOURNEYS. LASTLY, TWO FAMILIAR ARTS ORGANIZATIONS RETURNED TO STRATHMORE. THE CREATIVE CRAFTS COUNCIL IS COMPRISED OF 8-10 ART GUILDS DEVOTED TO AMERICAN CRAFT, AND THE COLORED PENCIL SOCIETY OF AMERICAN RETURNED WITH THEIR MEMBERSHIP EXHIBITION. IN A YEAR THAT EXPANDED OUR COMMUNITY'S UNDERSTANDING OF THE JOY AND PRIDE IN ORIGINAL ART, AND ART OWNERSHIP, STRATHMORE EXHIBITED 588 ARTISTS AND OVER 1200 OBJECTS IN OUR MANSION GALLERIES AND AT THE MUSIC CENTER AT STRATHMORE. AND AS WE CELEBRATED A MILESTONE IN THE MUSIC CENTER, CHICAGO BASED ARTIST AIMEE BEAUBIEN INSTALLED HOTHOUSE ON THE UPSIDE, A PARACORD AND PHOTOGRAPHY WORK THAT HUNG FROM THE CEILING IN ATOMIC COLORS DEMONSTRATING OUR INTRENCHED APPROACH TO COMMUNITY CONNECTION IN VIVID LAYERING IN A SPACE THAT CELEBRATES CREATIVITY AND COMMUNITY. 2980724 1372239 ARTS EDUCATION & COMMUNITY ENGAGEMENT: FY25 WAS A FULL AND EXCITING YEAR OF PROGRAMS AND PARTNERSHIPS FOR BLOOM, STRATHMORE'S ARTS ACCESS INITIATIVE. STUDENT CONCERTS, YOUTH ENSEMBLES, AND NUMEROUS OUTREACH PROGRAMS TOOK PLACE WITH ROBUST ENROLLMENT. WE ALSO CONTINUED OUR PROGRAMS FOR VETERANS JOINTLY OFFERED WITH MISSION BELONGING, INCLUDING CREATIVE WRITING WORKSHOPS AND A DAY OF BELONGING. OUR SIGNATURE PARTNERSHIP WITH MONTGOMERY COUNTY PUBLIC SCHOOLS (MCPS) CONTINUED WITH CURRICULUM-CONNECTED PROGRAMS SUCH AS EAST COUNTY STRINGS, NORTH COUNTY STRINGS/LATIN MUSIC INITIATIVE, IN-SCHOOL WORKSHOPS, AND SUMMER CAMPS OFFERED WITH MONTGOMERY COUNTY RECREATION AND LINKAGES TO LEARNING. THE WINDOWS SERIES OF EDUCATIONAL AND ENGAGEMENT ACTIVITIES PAIRED WITH SOME OF OUR MAINSTAGE PROGRAMS OFFERED PATRONS GLIMPSES INTO WORLDS THEY MIGHT NOT OTHERWISE ENCOUNTER. THESE ACTIVITIES BRING TO LIFE THE DISTINCT SOUNDS OF LANGUAGES, REGIONS, AND MUSICAL TRADITIONS, WHILE ALSO EXPLORING UNIVERSAL THEMES LIKE RESILIENCE, FAMILY, YOUTHFUL INNOCENCE, LONGING, FEAR, AND DREAMS. REFLECTING OUR COMMITMENT TO NURTURING ARTISTS, WE CELEBRATED 20 YEARS OF OUR FLAGSHIP ARTIST IN RESIDENCE PROGRAM, AND LAUNCHED THE ARTISTIC ADVANCEMENT FELLOWSHIP. 3359346 1411715 12484370 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 0 0 1 0 0 0 0 0 0 0 0 1 290 0 1 213 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BESS AMERMAN 3015815181 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 PETE BRISKMAN DIRECTOR (AS OF 09/24) 1.00 X 0 0 0 MARCEL LETTRE DIRECTOR 1.00 X 0 0 0 STEVEN P HOLLMAN DIRECTOR 1.00 X 0 0 0 LINDA A HERMAN DIRECTOR 1.00 X 0 0 0 LEWIS FERGUSON DIRECTOR 1.00 X 0 0 0 THEODORE R GOLDSTOCK BOARD VICE CHAIR 2.00 X X 0 0 0 KATE STEWART DIRECTOR 1.00 X 0 0 0 KAREN R LEFKOWITZ BOARD TREASURER 2.00 X X 0 0 0 PETER PRATT DIRECTOR (AS OF 05/25) 1.00 X 0 0 0 MICHELLE MUSGROVE DIRECTOR (UNTIL 05/25) 1.00 X 0 0 0 JESSICA CHOD DIRECTOR 1.00 X 0 0 0 JOHN CZAJKOWSKI DIRECTOR (UNTIL 09/24) 1.00 X 0 0 0 TYLER ANTHONY DIRECTOR 1.00 X 0 0 0 JEAN ACCIUS BOARD SECRETARY 1.00 X X 0 0 0 HOPE L BROWN-SAXTON DIRECTOR 1.00 X 0 0 0 FARIBA KASSIRI DIRECTOR 1.00 X 0 0 0 EDWARD J RICH DIRECTOR 1.00 X 0 0 0 DEBORAH M SMITH DIRECTOR 1.00 X 0 0 0 CYNTHIA L CIFUENTES DIRECTOR 1.00 X 0 0 0 CHRISTOPH A SYLLABA BOARD CHAIR 2.00 X X 0 0 0 CATHY BERNARD DIRECTOR 1.00 X 0 0 0 CATHERINE S LEGGETT DIRECTOR 1.00 X 0 0 0 BENJAMIN WU DIRECTOR 1.00 X 0 0 0 BAYO OYEWOLE DIRECTOR 1.00 X 0 0 0 JOHN SACKETT DIRECTOR (UNTIL 09/24) 1.00 X 0 0 0 WILLIAM E KIRWAN DIRECTOR 1.00 X 0 0 0 NOREEN FRIEDMAN DIRECTOR 1.00 X 0 0 0 MONICA JEFFRIES HAZANGELES PRESIDENT AND CEO 40.00 X 318743 0 38070 BESS AMERMAN CHIEF FINANCIAL OFFICER 40.00 X 149982 0 34891 JOI BROWN ARTISTIC DIRECTOR/VP OF PR 40.00 X 156869 0 22849 ALAINA SADICK GOSS VP OF COMMUNICATIONS & MAR 40.00 X 111917 0 34380 HEIDI ONKST VP OF ADVANCEMENT 40.00 X 130232 0 22256 DREW MARTORELLA VP OF OPERATIONS 40.00 X 149365 0 33212 KAREN ISLEY STAGEHAND 40.00 X 130208 0 43647 CARLYLE SMITH DIRECTOR OF INFORMATION TE 40.00 X 138138 0 5507 1285454 0 234812 11 0 1 0 ALLIED GLOBAL MARKETING 55 CAMBRIDGE PARKWAY SUITE 200 CAMBRIDGE MA 02142 MARKETING 626392 WMATA PO BOX 715971 PHILADELPHIA PA 19171 PATRON PARKING 302241 SECURITAS SECURITY SERVICES USA INC 4301 GARDEN CITY DRIVE LANDOVER MD 20701 SECURITY 257520 SODEXOLIVE INDEPENDENCE POINTE STE 305 GREENVILLE SC 29615 FOOD/BEVERAGE 222727 IRONMARK INC 9040 JUNCTION DR ANNAPOLIS JUNCTION MD 11217 MARKETING 212335 13 1199752 3259939 133649 4459691 PROGRAM RECEIPTS 900099 5805648 5805648 LICENSE FEES 900099 1138519 1138519 ADVERTISING 541800 9500 9500 6953667 208169 208169 1568839 0 1568839 1568839 1568839 3000939 2473049 527890 527890 527890 1853330 1650920 202410 202410 OTHER 900099 178501 178501 178501 14099167 7146577 9500 2483399 104263 104263 762644 378065 294048 90531 5168823 4123092 401838 643893 15156 15156 727060 644223 82837 440456 334460 54149 51847 143446 109536 33910 52812 52812 88823 88823 109990 35989 74001 1362977 1284411 34377 44189 520717 365663 144960 10094 15361 15361 285348 274900 6927 3521 290973 184449 15613 90911 698069 698069 39656 39656 ARTIST FEES 2436746 2425246 11500 FACILITY OPERATIONAL SE 844168 573797 258218 12153 OTHER PRODUCTION 807968 806806 1162 PRODUCTION EQUIPMENT & 509507 485485 2665 21357 108094 323468 -329178 113804 15533057 12484370 1870888 1177799 8750 4704 1816837 671815 2200239 2003036 227365 517712 67241 63156 424490 360282 21602474 9884882 11996319 11717592 9210106 9507806 475750 475750 26427097 25321853 991298 1020282 1252190 2231039 932491 654584 3175979 3905905 X 12920802 11291767 10330316 10124181 23251118 21415948 26427097 25321853 X -1433890 22564 -423844 X X 0 1 X 1 0 X 5868749 9007549 5859387 4010257 4459691 29205633 5868749 9007549 5859387 4010257 4459691 29205633 29205633 393882 1522068 2083642 2009871 1777008 7786471 49163 4832 6569 7220 178501 246285 37238389 26765056 0.78430 0.81330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 475750 X 0 6505270 476237 274338 6707169 5846467 921536 262733 6505270 5312207 534260 5846467 6129866 -817659 5312207 4978251 1384433 232818 6129866 0.00000 0.63751 0.36249 0 0 15339508 5236933 10102575 4155069 2894203 1260866 2107897 1753746 354151 11717592 SECURITY DEPOSITS 55000 NET PENSION LIABILITY 119428 NET OPEB LIABILITY 480156 654584 X 16559228 22564 2526320 2548884 14010344 88823 88823 14099167 17970554 2526320 2526320 15444234 88823 88823 15533057 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 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, 2025, 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 SCHOLARSHIPS 8 9500 FMV SCHOLARSHIPS 43 94763 FMV LESSONS AND TUITION PART I, LINE 2: AWARDS AND SCHOLARSHIPS ARE GRANTED BASED ON FINANCIAL NEEDS, HARDSHIPS AND MERIT. MOST OF THE SCHOLARSHIPS ARE FOR TUITION FOR STRATHMORES' 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 X 0 0 0 0 0 0 0 1 0 MONICA JEFFRIES HAZANGELES PRESIDENT AND CEO 288328 0 29707 0 708 0 19688 0 18382 0 356813 0 0 0 BESS AMERMAN CHIEF FINANCIAL OFFICER 149501 0 0 0 481 0 6336 0 28555 0 184873 0 0 0 DREW MARTORELLA VP OF OPERATIONS 148846 0 0 0 519 0 6055 0 27157 0 182577 0 0 0 JOI BROWN ARTISTIC DIRECTOR/VP OF PR 156338 0 0 0 531 0 6457 0 16392 0 179718 0 0 0 KAREN ISLEY STAGEHAND 130208 0 0 0 0 0 0 0 43647 0 173855 0 0 0 HEIDI ONKST VP OF ADVANCEMENT 129798 0 0 0 434 0 5624 0 16632 0 152488 0 0 0 PART I, LINE 7 MONICA JEFFRIES HAZANGELES RECEIVED A $29,707 BONUS IN CALENDAR YEAR 2024. X 11 98468 FMV X 1 5530 FMV X OTHER 1 29651 0 1 0 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 15 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 JUNE 2024. 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: PERIODIC BENEFIT COSTS -423,844. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.