2022-01-09T07:36:54-06:00 2021-06-30 043279444 TSOUTSOURAS & COMPANY PC 78 CENTRAL STREET IPSWICH MA 01938 990 2020-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2022-01-09 1 DAVID SNEAD XXX-XX-XXXX JOHN J TSOUTSOURAS P00449952 9783560332 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 6488055 0 X WWW.HANDELANDHAYDN.ORG X 1815 MA THE HANDEL AND HAYDN SOCIETY'S MISSION IS TO "PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE AND TO SHARE THAT MUSIC WITH AS LARGE AND DIVERSE AN AUDIENCE AS POSSIBLE." THE SOCIETY IS EQUALLY DEDICATED TO FOSTERING THE LOVE, KNOWLEDGE, AND PERFORMANCE OF MUSIC AMONG YOUNG PEOPLE, ESPECIALLY THOSE IN UNDER-SERVED SCHOOLS AND COMMUNITIES, THROUGH THE KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM. 39 39 213 0 0 0 4149572 4585451 1558452 2554 410367 723010 260791 642764 6379182 5953779 9000 8500 0 0 1995274 1853043 0 0 620186 3930942 2389120 5935216 4250663 443966 1703116 14572971 18851972 1659072 1334138 12913899 17517834 X THE HANDEL AND HAYDN SOCIETY'S MISSION IS TO "PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE AND TO SHARE THAT MUSIC WITH AS LARGE AND DIVERSE AN AUDIENCE AS POSSIBLE." THE SOCIETY IS EQUALLY DEDICATED TO FOSTERING THE LOVE, KNOWLEDGE, AND PERFORMANCE OF MUSIC AMONG YOUNG PEOPLE, ESPECIALLY THOSE IN UNDER-SERVED SCHOOLS AND COMMUNITIES, THROUGH THE KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM. 0 0 1874355 5819 THE HANDEL AND HAYDN SOCIETY'S 2017-2018 SEASON FEATURED RENOWNED CONDUCTORS AND PROFESSIONAL MUSICIANS IN INNOVATIVE, INTERDISCIPLINARY PROGRAMS THAT SHOWCASED REPERTOIRE OF THE BAROQUE AND CLASSICAL ERAS. H+H'S PERIOD INSTRUMENT ORCHESTRA INCLUDES 24 TENURED MUSICIANS AND A POOL OF 50 ADDITIONAL FIRST-CALL PLAYERS, ALL SPECIALLY TRAINED IN THE HISTORICALLY INFORMED PERFORMANCE OF MUSIC FROM THE LATE 17TH THROUGH EARLY 19TH CENTURIES. THE 70-MEMBER PROFESSIONAL H+H CHORUS IS EQUALLY ACCOMPLISHED AND FEATURES SOME OF THE MOST TALENTED SINGERS ON THE EAST COAST. THESE ARTISTS PERFORM MORE THAN 20 CONCERTS EACH YEAR INCLUDING THE ANNUAL PERFORMANCE OF HANDEL'S MESSIAH AT SYMPHONY HALL, A 166-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIES REACHES 35,000 AUDIENCE MEMBERS ANNUALLY. 456266 8500 69893 THE HANDEL AND HAYDN SOCIETY'S 31-YEAR-OLD KAREN S. AND GEORGE LEVY EDUCATIONAL OUTREACH PROGRAM PROVIDES HIGH-CALIBER, PARTICIPATORY, AND CREATIVE MUSICAL EDUCATION FOR 10,000 STUDENTS IN GRADES 3-12 IN UNDERSERVED AND LOW-INCOME BOSTON AND GREATER BOSTON COMMUNITIES EACH YEAR. THE EDUCATIONAL OUTREACH PROGRAM INCLUDES THREE COMPONENTS: IN-SCHOOL PERFORMANCES, PARTICIPATORY YOUTH CONCERTS, AND THE VOCAL APPRENTICESHIP PROGRAM, WHICH TOGETHER COVER THE FULL SPECTRUM OF VOCAL EDUCATION AND OFFER A GRADUATED APPROACH TO MUSIC EDUCATION. SINCE 1984, PROGRAM HAS SERVED MORE THAN 100,000 STUDENTS. 2330621 1 1 0 0 0 0 0 0 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 27 0 213 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MANETH DETHCHAN-MANIBUSAN 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT 40.00 X X 302802 0 11073 ROBERT N SHAPIRO CHAIR 2.00 X X 0 0 0 JULIA D COX VICE CHAIR 1.00 X X 0 0 0 WILLMA H DAVIS VICE CHAIR 1.00 X X 0 0 0 DEBORAH FIRST VICE CHAIR 1.00 X X 0 0 0 NICHOLAS GLEYSTEEN VICE CHAIR 1.00 X X 0 0 0 W CARL KESTER VICE CHAIR 1.00 X X 0 0 0 KAREN S LEVY VICE CHAIR 1.00 X X 0 0 0 MICHAEL S SCOTT MORTON VICE CHAIR 1.00 X X 0 0 0 KATHLEEN W WELD VICE CHAIR 1.00 X X 0 0 0 JUDITH VERHAVE VICE CHAIR 1.00 X X 0 0 0 DAVID R WEAVER TREASURER 1.00 X X 0 0 0 ELIZABETH REZA SECRETARY 1.00 X X 0 0 0 LOUISE CASHMAN GOVERNOR 1.00 X 0 0 0 DR FRANK CLARK GOVERNOR 1.00 X 0 0 0 JOHN S CORNISH GOVERNOR 1.00 X 0 0 0 DAVID B ELSBREE GOVERNOR 1.00 X 0 0 0 DR PHILIP V GERDINE GOVERNOR 1.00 X 0 0 0 FRANK HALUSKA GOVERNOR 1.00 X 0 0 0 JAMES HOYTE GOVERNOR 1.00 X 0 0 0 JANINA LONGTINE GOVERNOR 1.00 X 0 0 0 JOSEPH MARI GOVERNOR 1.00 X 0 0 0 ANTHONY T MOOSEY GOVERNOR 1.00 X 0 0 0 DR STEPHEN MORRISSEY GOVERNOR 1.00 X 0 0 0 MICHAEL OLIVERI GOVERNOR 1.00 X 0 0 0 JONATHAN PAINTER GOVERNOR 1.00 X 0 0 0 CAROLYN POPE GOVERNOR 1.00 X 0 0 0 CATHERINE POWELL GOVERNOR 1.00 X 0 0 0 BRENDA GRAY RENY GOVERNOR 1.00 X 0 0 0 ARTHUR ROBINS GOVERNOR 1.00 X 0 0 0 GEORGE SACERDOTE GOVERNOR 1.00 X 0 0 0 EMILY F SCHABAKER GOVERNOR 1.00 X 0 0 0 SUSAN M STEMPER GOVERNOR 1.00 X 0 0 0 JEFFREY THOMAS GOVERNOR 1.00 X 0 0 0 NANCY B TOOKE GOVERNOR 1.00 X 0 0 0 ROSE-MARIE VAN OTTERLOO GOVERNOR 1.00 X 0 0 0 THOMAS J WATT GOVERNOR 1.00 X 0 0 0 ELIZABETH WAX GOVERNOR 1.00 X 0 0 0 JEAN WOODWARD GOVERNOR 1.00 X 0 0 0 MIKE PELUSE V/P DEVELOPMENT 40.00 X 112174 0 10479 EMILY YODER REED V/P EDUCATION AND COMMUNIT 40.00 X 106092 0 2811 MANETH DETHCHAN-MANIBUSAN V/P FINANCE AND ADMINISTRA 40.00 X 149327 0 5594 670395 0 29957 4 0 1 0 0 130200 4455251 602425 4585451 PERFORMANCE FEES 711130 2554 2554 2554 205785 205785 1051501 534276 517225 517225 517225 71925 0 71925 71925 OTHER INCOME 453220 570839 570839 570839 5953779 573393 0 794935 X 8500 8500 1507935 511347 612134 384454 345108 108745 126673 109690 66502 66502 121929 98594 23335 1252 409 843 3123 3123 56307 56307 33641 23137 10504 ORCHESTRA FEES AND EXPE 350941 350323 618 ELECTRONIC MEDIA 330350 330350 OFFICE RENTAL, SOFTWARE 256494 256494 CONSULTING 241336 144153 63180 34003 927245 755063 104096 68086 4250663 2330621 1299856 620186 1519818 1628577 837497 366218 23234 937243 248001 140790 935525 761423 215290 174102 11729131 15605042 14572971 18851972 343590 461398 725925 279510 483700 491280 105857 101950 1659072 1334138 X 100245 1328862 12813654 16188972 12913899 17517834 14572971 18851972 1703116 2900819 0 X X 0 1 X 1 0 X 2803443 3008823 3301925 4183672 4585451 17883314 1479787 2163293 1976306 1558452 2554 7180392 346438 357932 491038 223192 159064 1577664 4629668 5530048 5769269 5965316 4747069 26641370 761548 1476235 1118871 1936927 804822 6098403 0 761548 1476235 1118871 1936927 804822 6098403 20542967 138451 149053 191903 219773 205785 904965 138451 149053 191903 219773 205785 904965 483700 483700 4768119 5679101 5961172 6185089 5436554 28030035 0.73290 0.75630 0.03230 0.02840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11854570 590000 3594320 -456316 15582574 12024827 150222 66075 386554 11854570 11337116 549255 571523 433067 12024827 10521801 83416 1017690 285791 11337116 9321455 393098 1042598 235350 10521801 0.63780 0.36220 0 0 935525 761423 174102 174102 CHARITABLE GIFT ANNUITY LIABILITY 101950 101950 X 8850292 2900819 -4306 2896513 5953779 0 5953779 4246357 -4306 -4306 4250663 0 4250663 PART X, LINE 2: HANDEL & HAYDN SOCIETY IS EXEMPT FROM INCOME TAX PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS A PUBLICLY SUPPORTED ORGANIZATION AS DEFINED IN IRC SECTION 509(A)(2). THE SOCIETY MAY, HOWEVER, INCUR A TAX LIABILITY ON CERTAIN ANCILLARY ACTIVITES. IN ACCORDANCE WITH ASC 740-INCOME TAXES, THE SOCIETY RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. IN ADDITION, INTEREST AND PENALTIES ARE ACCRUED ON ANY UNRECOGNIZED TAX BENEFIT FROM UNCERTAIN TAX POSITIONS. TAX YEARS ENDED JUNE 30, 2017, 2018, 2019 AND 2020 ARE WITHIN THE STATUTE OF LIMITATIONS AND OPEN FOR EXAMINATION BY FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 1 SCHOLARSHIPS FOR STUDENTS STUDYING IN VOCAL ARTS PROGRAMS 7 8500 PART I, LINE 2: HANDEL & HAYDN PRESENTS AWARDS TO HIGH SCHOOL & COLLEGE STUDENTS WHO DEMONSTRATE A HIGH DEGREE OF ACHIEVEMENT IN AND COMMITMENT TO THE VOCAL ARTS X X X 0 0 0 0 0 0 0 0 0 DAVID SNEAD PRESIDENT 302802 0 0 0 0 0 7529 0 3544 0 313875 0 0 0 MANETH DETHCHAN-MANIBUSAN V/P FINANCE AND ADMINISTRA 149327 0 0 0 0 0 3793 0 1801 0 154921 0 0 0 X 15 602425 MEAN MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEVERAL OF OUR BOARD MEMBERS ARE ATTORNEYS AT ROPES & GRAY, A COUNSEL TO HANDEL & HAYDN. FORM 990, PART VI, SECTION B, LINE 11B A COPY IS PROVIDED TO THE BOARD CHAIR AND TREASURER BEFORE FILING. HARD COPIES ARE ALSO DISTRIBUTED TO ALL MEMBERS OF ITS GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING HELD BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER RECEIVES A COPY OF THE POLICY IN THEIR ANNUAL BOARD HANDBOOK. IN ADDITION, THE ORGANIZATION HAS THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM SAYING THAT THEY ARE IN COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO AND KEY EMPLOYEES IS REVIEWED, DETERMINED, AND SUBSTANTIATED ANNUALLY BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IN ADDITION, ITS FINANCIAL STATEMENTS ARE INCLUDED AS PART OF ITS ANNUAL REPORT FILED WITH THE COMMONWEALTH OF MASSACHUSETTS. THESE REPORTS ARE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 24E CONDUCTOR FEES: PROGRAM SERVICE EXPENSES 184,519. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184,519. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 107,467. MANAGEMENT AND GENERAL EXPENSES 40,870. FUNDRAISING EXPENSES 20,021. TOTAL EXPENSES 168,358. PERFORMANCE HALL, INSTRUMENT, AND MUSIC RENTAL: PROGRAM SERVICE EXPENSES 126,933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,933. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 101,282. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,282. CHORUS FEES: PROGRAM SERVICE EXPENSES 94,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,554. TOURING AND TECHNICAL PRODUCTIONS: PROGRAM SERVICE EXPENSES 84,137. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,137. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 20,483. MANAGEMENT AND GENERAL EXPENSES 27,470. FUNDRAISING EXPENSES 4,523. TOTAL EXPENSES 52,476. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 6,194. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 33,847. TOTAL EXPENSES 40,041. TELEPHONE & UTILITIES: PROGRAM SERVICE EXPENSES 2,434. MANAGEMENT AND GENERAL EXPENSES 21,644. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,078. PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 20,536. MANAGEMENT AND GENERAL EXPENSES 30. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,566. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 5,359. MANAGEMENT AND GENERAL EXPENSES 9,776. FUNDRAISING EXPENSES 3,731. TOTAL EXPENSES 18,866. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,964. TOTAL EXPENSES 5,964. CHANGE IN SPLIT INTEREST AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,306. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,306. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 686. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 479. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 479. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE SOCIETY REVIEWS THE SELECTION OF AUDITOR EACH YEAR AND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.