2024-01-31T15:24:07-06:00 2023-08-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2022-09-01 521164889 IMAGINATION STAGE INC IMAG 3019616060 4908 AUBURN AVENUE BETHESDA MD 20814 LARA OERTER TREASURER 3019616060 2024-01-31 1 LARA OERTER 999009999 0 JENNIFER S HAN P00633304 2022937000 2024-01-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIM BARNETTE 4908 AUBURN AVENUE BETHESDA MD 20814 5398764 0 X WWW.IMAGINATIONSTAGE.ORG X 1979 MD WE INSPIRE CREATIVITY AND EMPOWERMENT THROUGH THEATRE AND ARTS EDUCATION PROGRAMS. 27 27 349 27 0 0 3148307 2435982 1957403 2733461 1049 21253 -57246 -36089 5049513 5154607 23581 27452 0 0 2577453 3613959 0 65750 390328 2205323 2186251 4806357 5893412 243156 -738805 7434755 7458291 454134 1236891 6980621 6221400 X IMAGINATION STAGE, INC. EMPOWERS ALL YOUNG PEOPLE TO DISCOVER THEIR VOICE AND IDENTITY THROUGH PERFORMING ARTS EDUCATION AND PROFESSIONAL THEATRE. 0 0 4899198 27452 2733461 IMAGINATION STAGE, INC . THE WASHINGTON REGION'S LEADING THEATRE DEDICATED TO CHILDREN, PRESENTS PROGRAMS THAT REFLECT THE INSTITUTION'S DEEP COMMITMENT TO INNOVATION, INCLUSION, DIVERSITY, AND ARTISTRY. THESE PROGRAMS INCLUDE PROFESSIONAL THEATRE PRODUCTIONS, ARTS EDUCATION CLASSES, ACCESS, AND INCLUSION.PROFESSIONAL THEATRE: IMAGINATION STAGE HAS GROWN FROM A HANDFUL OF CHILDREN IN A SINGLE CLASSROOM TO A FULL-SPECTRUM THEATRE ARTS ORGANIZATION, WITH THEATRE PRODUCTIONS BY PROFESSIONAL ACTORS AND ARTISTS. UNLIKE MOST CHILDREN'S THEATRE COMPANIES, IMAGINATION STAGE COMMISSIONS NEW WORKS FOR CHILDREN EVERY YEAR. THESE PRODUCTIONS HAVE BEEN RECOGNIZED WITH AWARDS AND PRODUCTIONS BY OTHER COMPANIES AROUND THE WORLD.ARTS EDUCATION: OUR ARTS EDUCATION PROGRAMMING INSPIRES YOUTH OF ALL AGES AND ABILITIES TO GROW AS ARTISTS AND INNOVATORS. WE PROVIDE QUALITY, YEAR-ROUND EDUCATION IN ACTING, MUSICAL THEATRE, DANCE, AND FILMMAKING IN AN INCLUSIVE AND WELCOMING ENVIRONMENT, INCLUDING INCLUSION SUPPORTS TO PEER-GROUP ACCESS CLASSES IN ORDER TO PROVIDE THE MOST SUCCESSFUL EXPERIENCE FOR EACH STUDENT.THEATRE FOR CHANGE: USING THEATRE PRODUCTIONS AND EDUCATIONAL WORKSHOPS TO BRIDGE CULTURAL DIVIDES AND LIFT UP UNDERREPRESENTED VOICES, IMAGINATION STAGE'S THEATRE FOR CHANGE PROGRAM EXPLORES COMPLEX SOCIAL JUSTICE ISSUES TO HELP BUILD A NEW GENERATION OF COMPASSIONATE, COLLABORATIVE CHILDREN WHO ARE CAPABLE OF CHANGING THE WORLD. 4899198 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 201 0 1 349 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD VA X JASON NAJJOUM 3012801694 4908 AUBURN AVENUE BETHESDA MD 20814 KIM BARNETTE PRESIDENT 4.00 1.00 X X 0 0 0 CATHY BERNARD VICE PRESIDENT 2.00 0.00 X X 0 0 0 CHRIS HERTZ VICE PRESIDENT 2.00 0.00 X X 0 0 0 DAVID HURWITZ VICE PRESIDENT, COMMUNITY ENGAGEMENT 2.00 0.00 X X 0 0 0 LOUISA IMPERIALE VICE PRESIDENT 2.00 0.00 X X 0 0 0 NIVEDITA MISRA VICE PRESIDENT 2.00 0.00 X X 0 0 0 MARGO SADOW VICE PRESIDENT 2.00 1.00 X X 0 0 0 CAROLYN SCHUGAR VICE PRESIDENT, GOVERNANCE 2.00 0.00 X X 0 0 0 JESSICA SPRINGSTEEN VICE PRESIDENT, IDEA 2.00 0.00 X X 0 0 0 MICHELLE JOHNSTONE SECRETARY 2.00 0.00 X X 0 0 0 LARA OERTER TREASURER 2.00 0.00 X X 0 0 0 PATRICK O'NEILL IMMEDIATE PAST PRESIDENT 2.00 0.00 X 0 0 0 KATIE CHOWDHRY MEMBER 1.00 0.00 X 0 0 0 CHARLIE CROWLEY MEMBER 1.00 0.00 X 0 0 0 SHAWN DAVIS-WILENSKY MEMBER 1.00 0.00 X 0 0 0 GINGER DIETRICH MEMBER 1.00 0.00 X 0 0 0 BRIAN DRUJAK MEMBER 1.00 0.00 X 0 0 0 CLAIRE DURAN MEMBER 1.00 0.00 X 0 0 0 CAMILLE FESCHE MEMBER 1.00 0.00 X 0 0 0 JULIANNA GOLDMAN MEMBER 1.00 0.00 X 0 0 0 CATHERINE LEGGETT MEMBER 1.00 0.00 X 0 0 0 LYNNE LIGHTFOOTE MEMBER 1.00 0.00 X 0 0 0 MELINDA HOLLIDAY MCDONALD MEMBER 1.00 0.00 X 0 0 0 MIKE PATEL MEMBER 1.00 0.00 X 0 0 0 LILLY QI MEMBER 1.00 0.00 X 0 0 0 JACLYN RAPAPORT MEMBER 1.00 0.00 X 0 0 0 ANTONIO TIJERINO MEMBER 1.00 0.00 X 0 0 0 JANET STANFORD FOUNDING ARTISTIC DIRECTOR 40.00 10.00 X 97671 24417 7392 JASON NAJJOUM MANAGING DIRECTOR (AS OF 04/2022) 40.00 10.00 X 71094 17774 5555 BONNIE FOGEL FOUNDER (UNTIL 08/2022) 10.00 5.00 X 20006 10004 0 188771 52195 12947 0 1 0 0 0 152316 204092 1284295 795279 19991 2435982 TUITION 611610 1821086 1821086 PERFORMANCE TICKETS 711110 696510 696510 WORKSHOPS/CONTRACTS 611600 215865 215865 2733461 21253 21253 2718 2718 40477 0 40477 40477 40477 33588 152316 244157 -210569 -210569 REFUND OF GIFT CERT. 900099 107415 107415 RECLASSES/REFUNDS 900099 23870 23870 131285 5154607 2733461 0 -14836 27452 27452 230528 171487 28340 30701 2803057 2338427 336401 128229 326719 302602 8494 15623 253655 212866 28371 12418 35099 35099 65750 65750 494368 437358 55315 1695 110406 109688 718 399645 329305 34837 35503 129963 101315 15610 13038 206998 189488 2990 14520 8309 13221 -4912 19621 19621 440687 356494 43569 40624 104336 88300 9605 6431 PRODUCTION SPECIFIC EXP 220642 219951 691 GIFTS AND RECOGNITION 16177 1244 4564 10369 5893412 4899198 603886 390328 1505178 572501 1036742 79459 127183 89022 40499 47226 102934 148309 12330713 8119659 4545444 4211054 1918496 76775 392224 7434755 7458291 44435 42192 409699 805762 0 388937 454134 1236891 X 6967156 6212070 13465 9330 6980621 6221400 7434755 7458291 X -738805 -20416 X X 0 1 X 1 0 X 1702164 1460497 4038621 3148307 2435982 12785571 2543963 1554049 1100454 1992953 2767049 9958468 4246127 3014546 5139075 5141260 5203031 22744039 259990 287664 359802 412008 357586 1677050 123950 123950 259990 287664 359802 412008 481536 1801000 20943039 82172 53443 837 21274 64448 222174 82172 53443 837 21274 64448 222174 26907 21009 19756 65989 133661 4355206 3088998 5159668 5228523 5267479 23099874 0.90660 0.91870 0.00960 0.00960 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 26,907. 2019 AMOUNT: $ 21,009. 2020 AMOUNT: $ 19,756. 2021 AMOUNT: $ 65,989. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11240505 7337758 3902747 1090208 781901 308307 4211054 DEPOSITS 7417 RIGHT OF USE OPERATING LEASE ASSET 384807 392224 OPERATING LEASE LIABILITY 385437 DUE TO AFFILIATED ENTITY 3500 388937 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, 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. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED AUGUST 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. X X X X 0 ELEVATE LLC 1201 CONNECTICUT AVENUE NW WASHINGTON DC 20036 GRANT WRITING 0 0 65750 -65750 65750 -65750 DC MD VA GALA 185904 152315 33589 18128 48915 20753 156362 185904 152315 33589 18128 48915 20753 156362 244158 -210569 1 SCHOLARSHIPS 72 27452 FMV DISCOUNTS ON PROGRAMS PART I, LINE 2: THE ORGANIZATION RECEIVES APPLICATIONS FOR SCHOLARSHIPS FROM FAMILIES THAT PROVIDE EVIDENCE OF NEED. THOSE APPLICATIONS ARE EVALUATED BY EDUCATION STAFF TO DETERMINE THE LEVEL OF NEED AND THE AMOUNT OF ASSISTANCE. THE SCHOLARSHIPS ARE ONLY PROVIDED FOR THE ORGANIZATION'S PROGRAMS. THEY PROVIDE AS A DISCOUNT ON THE PROGRAMS. THEREFORE, NO FURTHER MONITORING IS REQUIRED. 0 0 0 0 0 0 0 0 0 BONNIE FOGEL FOUNDER (UNTIL 08/2022) 20006 10004 0 0 0 0 0 0 0 0 20006 10004 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE FINANCE COMMITTEE WHO REVIEWS IT FOR ACCURACY AND REPORTS THEIR FINDINGS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ETHICS TRAINING IS PART OF THE FIRST ALL-STAFF MEETING EACH FISCAL YEAR. EMPLOYEES AND BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST WITH SPECIFIC ORGANIZATIONS, INDIVIDUALS, OR FOUNDATIONS. EMPLOYEES SIGN AND AGREE TO ABIDE BY A STRICT CODE OF ETHICS EACH YEAR; THE BOARD OF DIRECTORS SIGNS AND AGREES TO ABIDE BY A CONFLICT OF INTEREST POLICY WITH FULL-DISCLOSURE REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES EXECUTIVE DIRECTOR COMPENSATION. FOR OTHER KEY EMPLOYEES AN ANNUAL REVIEW OF COMPENSATION WITH COMPARABLE DATA OF SIMILAR ORGANIZATIONS IS MADE WITH AN ORGANIZATIONAL GOAL OF PARITY RELATIVE TO SIZE, MISSION AND PROGRAMMING WITHIN THE GEOGRAPHIC AREA. THE LAST COMPENSATION STUDY TO DETERMINE OFFICER COMPENSATION WAS COMPLETED IN MARCH 2022 PRIOR TO THE HIRING OF MANAGING DIRECTOR JASON NAJJOUM. A NEW STUDY HAS RECENTLY BEEN COMMISSIONED IN ANTICIPATION OF THE SEARCH FOR THE NEXT ARTISTIC DIRECTOR, TO BE DELIVERED IN FEBRUARY 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE (ANNUAL REPORT) AND GUIDESTAR (990), AND UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE-OFF OF PRIOR PLEDGES -20,416. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IMAGINATION STAGE OF WASHINGTON DC INC 1333 H STREET NE WASHINGTON DC 20002 471851625 THEATER AND ARTS INSTRUCTION AND EDUCATION DC 501(C)(3) LINE 10 IMAGINATION STAGE INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 IMAGINATION STAGE OF WASHINGTON DC INC C 204092 CASH PAID