2026-04-27T14:24:16-05:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 530246894 WASHINGTON DRAMA SOCIETY INC WASH 2025549066 1101 6TH STREET SW WASHINGTON DC 20024 JUDY LEVENTHAL TREASURER/CFO 2025549066 2026-04-27 1 0 AARON FOX P01365820 2022274000 2026-04-27 2024 2025-03-06 01:10:19Z ARENA STAGE JUDY LEVENTHAL 1101 6TH STREET SW WASHINGTON DC 20024 33165917 0 X WWW.ARENASTAGE.ORG X 1959 DC ARENA STAGE IS A CENTER FOR THE PRODUCTION, PRESENTATION, DEVELOPMENT & STUDY OF THE AMERICAN THEATER. 41 39 605 700 -26096 0 6736825 14737009 10284618 12918990 6344099 911908 40502721 -347365 63868263 28220542 0 0 0 0 12050278 13508339 0 109000 1747142 14372003 16411231 26422281 30028570 37445982 -1808028 124782837 123193521 5643531 6356041 119139306 116837480 X ENCOURAGEMENT OF PUBLIC INTEREST IN THE ARTS, PARTICULARLY IN DRAMA; PROVIDING INSTRUCTION AND EXPERIENCE IN, AND THE FACILITIES FOR, EXPERIMENTATION AND DEVELOPMENT OF THE COMPOSITION AND PRESENTATION OF DRAMA AND PERFORMING ARTS; AND IMPROVEMENT OF THE STANDARDS OF PERFORMANCE OF THE FOREGOING BY EDUCATION, RESEARCH AND EXPERIMENTATION. 0 0 25826319 0 12845700 THE 2024-2025 SEASON MARKED HANA S. SHARIF'S SECOND YEAR AS ARTISTIC DIRECTOR OF ARENA STAGE. FOUNDED IN 1950, ARENA STAGE IS THE VOICE OF AMERICAN THEATER RESIDENT IN OUR NATION'S CAPITAL. WE PRODUCE ALL THAT IS PASSIONATE, EXUBERANT, PROFOUND, ENTERTAINING, DEEP AND DANGEROUS IN THE AMERICAN SPIRIT. ARENA PRODUCED AND PRESENTED TEN SHOWS, INCLUDING SIX WORLD PREMIERES, WHILE CONTINUING TO PROVIDE ROBUST COMMUNITY ENGAGEMENT PROGRAMS. THE SEASON INCLUDED: JAJA'S AFRICAN HAIR BRAIDING (KREEGER THEATER) BY JOCELYN BIOH, DIRECTED BY WHITNEY WHITE; THE OTHER AMERICANS (FICHANDLER STAGE), WRITTEN BY & STARRING JOHN LEGUIZAMO, DIRECTED BY RUBEN SANTIAGO-HUDSON; DATA (KOGOD CRADLE) BY MATTHEW LIBBY, DIRECTED BY MARGOT BORDELON; DEATH ON THE NILE (KREEGER THEATER) BY AGATHA CHRISTIE ADAPTED FOR THE STAGE BY KEN LUDWIG, DIRECTED BY HANA S. SHARIF; STEP AFRIKA!'S MAGICAL MUSICAL HOLIDAY STEP SHOW (FICHANDLER STAGE) BY STEP AFRIKA!; SARAH SILVERMAN'S THE BEDWETTER BOOK BY JOSHUA HARMON & SARAH SILVERMAN, MUSIC BY ADAM SCHLESINGER, LYRICS BY ADAM SCHLESINGER & SARAH SILVERMAN, BASED UPON THE BEDWETTER: STORIES OF COURAGE, REDEMPTION, AND PEE BY SARAH SILVERMAN, ADDITIONAL MUSIC & LYRICS BY DAVID YAZBEK, DIRECTED BY ANNE KAUFFMAN (BY SPECIAL ARRANGEMENT WITH TOM KIRDAHY AND BARRY AND FRAN WEISSLER); THE AGE OF INNOCENCE (FICHANDLER STAGE) BY EDITH WHARTON ADAPTED FOR THE STAGE BY KAREN ZACARAS, DIRECTED BY HANA S. SHARIF; FAKE IT UNTIL YOU MAKE IT (KREEGER THEATER) (CO-PRODUCTION WITH CENTER THEATRE GROUP) BY LARISSA FASTHORSE, DIRECTED BY MICHAEL JOHN GARCS; WE ARE GATHERED (FICHANDLER STAGE) BY TARELL ALVIN MCCRANEY, DIRECTED BY KENT GASH; A WRINKLE IN TIME (KREEGER THEATER) BOOK BY LAUREN YEE MUSIC AND LYRICS BY HEATHER CHRISTIAN, BASED ON THE NOVEL WRITTEN BY MADELEINE L'ENGLE, DIRECTED BY LEE SUNDAY EVANS (BY SPECIAL ARRANGEMENT WITH PLATE SPINNER PRODUCTIONS AND DIANA DIMENNA, AARON GLICK, AND CHARLOTTE JONES VOIKLIS).WE CONTINUED SUPPORTING OUR NEXT GENERATION OF ARTISTS AND CREATORS WITH CAMP ARENA STAGE AND THE ALLEN LEE HUGHES FELLOWSHIP PROGRAM. CAMP ARENA STAGE SERVED 303 CAMPERS AND 8 SEASON-LONG FELLOWSHIPS WERE COMPLETED.THE DC TICKET PARTNERSHIP OFFERS DEEPLY DISCOUNTED TICKETS TO DC PUBLIC SCHOOL STUDENTS. THIS SEASON WE PARTNERED WITH PARTNERED WITH 34 TEACHERS AT 26 SCHOOLS REPRESENTING ALL DC WARDS. ARENA STAGE TEACHING ARTISTS LEAD PRE- AND POST-SHOW WORKSHOPS AND EXTENSIVE STUDY GUIDES ARE PREPARED FOR THE STUDENTS.ARENA CONTINUED VOICES OF NOW (VON), AN INTERNATIONALLY RECOGNIZED, DEVISED THEATER PROGRAM WHERE ENSEMBLES OF MIDDLE-SCHOOL, HIGH-SCHOOL, AND ADULT ARTISTS WORK TOGETHER TO CREATE AUTOBIOGRAPHICAL PLAYS. ARENA CONTINUES TO WORK WITH SCHOOLS IN DC AND FAIRFAX COUNTY, AS WELL AS COMMUNITY-BASED ENSEMBLES INCLUDING A DECADES-LONG PARTNERSHIP WITH THE WENDT CENTER FOR LOSS AND HEALING. 25826319 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 241 0 1 605 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 39 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JUDY LEVENTHAL 2025549066 1101 6TH STREET SW WASHINGTON DC 20024 EDGAR DOBIE PRESIDENT/EXECUTIVE PRODUCER 40.00 X X 546583 0 59393 CATHERINE GUTTMAN-MCCABE CHAIR 10.00 X X 0 0 0 MICHELE G BERMAN VICE CHAIR 1.00 X X 0 0 0 DEBORAH E BOWLES VICE CHAIR 3.00 X X 0 0 0 JEFFREY M BUSCH VICE CHAIR 1.00 X X 0 0 0 SUSAN CARTER VICE CHAIR 3.00 X X 0 0 0 CELANDRA DEANE-BESS VICE CHAIR 1.00 X X 0 0 0 KRISTEN DONOGHUE VICE CHAIR 2.00 X X 0 0 0 DAVID FISHER VICE CHAIR 1.00 X X 0 0 0 STEPHENIE FOSTER VICE CHAIR 1.00 X X 0 0 0 RICK FROEHLICH VICE CHAIR 3.00 X X 0 0 0 NICHOLAS GOAD VICE CHAIR 3.00 X X 0 0 0 SUE HENRY VICE CHAIR 3.00 X X 0 0 0 VICKI HICKS VICE CHAIR 1.00 X X 0 0 0 ALETHIA JACKSON VICE CHAIR 1.00 X X 0 0 0 DAVID B H MARTIN VICE CHAIR 1.00 X X 0 0 0 RICHARD A NEWMAN VICE CHAIR 3.00 X X 0 0 0 TIFFENY SANCHEZ VICE CHAIR 1.00 X X 0 0 0 MIGNON SMITH VICE CHAIR 1.00 X X 0 0 0 DECKER ANSTROM IMMED. PAST CHAIR 8.00 X X 0 0 0 HANA SHARIF ARTISTIC DIRECTOR 40.00 X 466821 0 9236 JAN ADAMS TRUSTEE 0.10 X 0 0 0 ANDREW R AMMERMAN TRUSTEE 0.10 X 0 0 0 LINDA BAUMANN TRUSTEE 0.50 X 0 0 0 VICTORIA CLARK YOUNG PATRONS TRUSTEE 0.50 X 0 0 0 ANTHONY COLEY TRUSTEE 0.50 X 0 0 0 JERI EPSTEIN TRUSTEE 0.50 X 0 0 0 RICHARD FEINSTEIN TRUSTEE 0.50 X 0 0 0 RAYMOND JANVIER TRUSTEE 0.50 X 0 0 0 DR DONALD WALLACE JONES TRUSTEE 0.50 X 0 0 0 RICKI KANTER TRUSTEE 1.00 X 0 0 0 DANIEL L KORENGOLD TRUSTEE 0.50 X 0 0 0 DAPHNE KWOK TRUSTEE 0.50 X 0 0 0 ELISSA LEONARD TRUSTEE 0.30 X 0 0 0 JOHN LYNHAM TRUSTEE 0.50 X 0 0 0 B THOMAS MANSBACH TRUSTEE 0.30 X 0 0 0 JILL MCGOVERN TRUSTEE 0.50 X 0 0 0 LEE G RUBENSTEIN LIFE TRUSTEE 0.30 X 0 0 0 DAVID E SHIFFRIN TRUSTEE 0.50 X 0 0 0 MICHAEL S STEELE TRUSTEE 0.10 X 0 0 0 KAREN ZACARIAS TRUSTEE 0.10 X 0 0 0 BETH NEWBURGER SCHWARTZ LIFE TRUSTEE (TO 5/2025) 0.10 X 0 0 0 JUDY LEVENTHAL TREASURER/CFO (AS OF 8/2024) 40.00 X 64751 0 2272 ALISON IRVIN LEADERSHIP OFFICE MGR/SECRETARY 40.00 X 98339 0 359 SHONALI BURKE CHIEF MARKETING OFFICER (TO 6/2024) 40.00 X 185440 0 219 RYAN MERKEL CHIEF DEVEL. OFFICER (TO 11/2024) 40.00 X 153911 0 8734 JOHN K MONNETT CONTROLLER/INTERIM DIRECTOR, FINANCE 40.00 X 137959 0 9527 REGINALD WHITE SENIOR ARTISTIC PRODUCER 40.00 X 120267 0 9163 MARY ALICIA SELLS GENERAL MANAGER 40.00 X 117639 0 9511 1891710 0 108414 9 0 1 0 SERINO COYNE 1285 AVENUE OF AMERICAS 5TH FL NEW YORK NY 10019 MARKETING SERVICES 856150 STEP AFRIKA 1333 H STREET NE WASHINGTON DC 20002 PRESENTATION FEES 548061 SOUTHWEST BUSINESS IMPROVEMENT DISTRICT 420 4TH STREET SW WASHINGTON DC 20024 JANITORIAL/SECURITY SVCS 441181 HARRIS 8586 SOLUTION CENTER CHICAGO IL 60677 HVAC SERVICES 424897 ARENTFOX SCHIFF LLP 1717 K STREET NW WASHINGTON DC 20036 LEGAL 260661 12 482749 6387043 7867217 477233 14737009 TICKET SALES 711110 7610973 7610973 ENHANCEMENT 711110 3262190 3262190 OTHER PROGRAM REVENUE 900099 2045827 2014721 31106 12918990 147225 147225 16110 16110 533072 680376 -147304 -147304 -90102 -57202 4709216 3944533 764683 764683 764683 52565 482749 285548 -232983 -232983 51730 34918 16812 16812 28220542 12814594 -26096 695035 1169356 709212 280085 180059 9856946 8019191 1033308 804447 476841 401256 45691 29894 1059539 843777 123874 91888 945657 750751 111630 83276 260661 237483 3489 19689 251907 251907 65950 62123 3189 638 109000 109000 44543 44543 1951794 1846318 51485 53991 2493833 2493833 901909 709866 97499 94544 610159 479411 82807 47941 396409 396409 1852719 1745218 89584 17917 909883 889476 19694 713 12128 9546 1311 1271 3055249 2871906 152786 30557 231288 217411 11564 2313 PRODUCTION COSTS 2381042 2381042 FACILITY OPERATIONS 760660 716226 44434 FUNDRAISING EXPENSES 231097 45864 6229 179004 30028570 25826319 2455109 1747142 484532 532374 7096138 4174698 4312805 4600467 481745 476574 14971 31376 748323 769232 148731524 47602929 104102704 101128595 1637795 5972126 4902682 4928638 1001142 579441 124782837 123193521 1463045 1421938 3153907 4258920 1026579 675183 5643531 6356041 X 93894429 92236060 25244877 24601420 119139306 116837480 124782837 123193521 X -1808028 -519374 25956 X 0 1 X 1 0 X 11489635 15022290 21027056 6736825 14737009 69012815 11489635 15022290 21027056 6736825 14737009 69012815 5467707 63545108 -679262 -98333 780256 785701 163335 951697 69964512 37283156 0.90820 0.89590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65950 65950 30407377 30473327 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 63255 65241 50304 65950 244750 250000 250000 250000 250000 1000000 1500000 14455431 40000 225768 1132004 13589195 13829367 1280208 654144 14455431 13141146 -300000 988221 13829367 13607860 -466714 13141146 12073121 -100000 1634739 13607860 1.00000 0 0 224074 224074 142539348 42494027 100045321 1208060 547527 660533 4699229 4511352 187877 60813 50023 10790 101128595 ANNUITY PAYMENT LIABILITIES 100000 FINANCE LEASE LIABILITIES 168448 OPERATING LEASE LIABILITIES 406735 675183 X 28875273 -519374 191850 25956 -301568 29176841 44543 -1000842 -956299 28220542 31177099 191850 1000842 1192692 29984407 44543 44543 30028950 PART V, LINE 4: ON OCTOBER 3, 1982, THE BOARD OF TRUSTEES OF THE ORGANIZATION AUTHORIZED A $6,000,000 ENDOWMENT CAMPAIGN DRIVE FOR CAPITAL PROJECTS AND FOR ESTABLISHING AN ENDOWMENT. AS OF JUNE 30, 1986 THE ENDOWMENT DRIVE WAS CONCLUDED AND ITS FUNDRAISING GOALS WERE MET. SINCE THE COMPLETION OF THE INITIAL DRIVE, ADDITIONAL ENDOWMENTS HAVE BEEN MADE WITH DONOR RESTRICTIONS SUCH THAT THE EARNINGS BE USED FOR SPECIFIED PURPOSES. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2025, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS INCOME TAX EXPENSE. AT JUNE 30, 2025, THE ORGANIZATION HAS NO ACCRUALS FOR INTEREST AND/OR PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CRTS 25,956. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -285,548. COGS - INVENTORY -34,918. RENTAL EXPENSES -680,376. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS - INVENTORY 34,918. RENTAL EXPENSES 680,376. FUNDRAISING EVENT EXPENSES 285,548. X X X X X 1 O'BRIEN ANDERSON CONSULTING LLC 8209 ELLINGSON DRIVE CHEVY CHASE MD 20815 DEVELOPMENT & FUNDRAISING ACTIVITIES 0 0 109500 -109500 109500 -109500 GALA EVENT 535314 482749 52565 121339 30750 133459 535314 482749 52565 121339 30750 133459 285548 -232983 X X 1 0 0 0 0 0 0 1 0 EDGAR DOBIE PRESIDENT/EXECUTIVE PRODUCER 446583 0 100000 0 0 0 0 0 59393 0 605976 0 0 0 HANA SHARIF ARTISTIC DIRECTOR 432103 0 34718 0 0 0 0 0 9236 0 476057 0 0 0 SHONALI BURKE CHIEF MARKETING OFFICER (TO 6/2024) 115440 0 0 0 70000 0 0 0 219 0 185659 0 0 0 RYAN MERKEL CHIEF DEVEL. OFFICER (TO 11/2024) 153911 0 0 0 0 0 0 0 8734 0 162645 0 0 0 PART I, LINE 4A SHONALI BURKE, SEVERANCE: $70,000 PART I, LINE 7 THE ORGANIZATION OCCASIONALLY PAYS NON-FIXED, DISCRETIONARY BONUSES TO EMPLOYEES. X 31 477233 MKT VAL ON RECEIPT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT/EXECUTIVE DIRECTOR, TREASURER/CHIEF FINANCIAL OFFICER AND CONTROLLER OF THE ORGANIZATION AND IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD AFTER FILING WITH THE IRS. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL COMPLETES OR UPDATES AN ANNUAL CERTIFICATION. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATIONS' OFFICERS OR KEY EMPLOYEES INCLUDES A REVIEW BY MEMBERS OF THE BOARD, REVIEW OF COMPENSATION AT COMPARABLE ENTITIES AND DOCUMENTATION IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S COVERING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CRTS 25,956.