2021-01-14T15:21:27-06:00 2020-06-30 043279444 TSOUTSOURAS & COMPANY PC 78 CENTRAL STREET IPSWICH MA 01938 990 2019-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2020-12-21 1 JOHN J TSOUTSOURAS P00449952 9783560332 2019 2022-09-23 18:48:47Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 9176489 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. 37 37 432 0 37600 0 3301925 4149572 1976306 1558452 596155 410367 414394 260791 6288780 6379182 7750 9000 0 0 1748580 1995274 0 0 698912 4188314 3930942 5944644 5935216 344136 443966 14202349 14572971 1382346 1659072 12820003 12913899 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 3364576 1658381 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. 462702 9000 74861 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. 3827278 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 29 0 432 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 37 37 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 60.00 X X 319209 0 25376 W CARL KESTER CHAIRMAN 2.00 X X 0 0 0 JULIA D COX VICE CHAIR 1.00 X X 0 0 0 DEBORAH FIRST 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 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 FRANK CLARK GOVERNOR 1.00 X 0 0 0 JOHN S CORNISH GOVERNOR 1.00 X 0 0 0 WILLMA H DAVIS GOVERNOR 1.00 X 0 0 0 DAVID B ELSBREE GOVERNOR 1.00 X 0 0 0 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 JOSEPH MARI GOVERNOR 1.00 X 0 0 0 ANTHONY T MOOSEY GOVERNOR 1.00 X 0 0 0 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 ROBERT N SHAPIRO 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 JUDITH VERHAVE 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 50.00 X 110791 0 14012 EMILY YODER REED V/P EDUCATION AND COMMUNITY ENGAGEMENT 50.00 X 101287 0 3547 MANETH DETHCHAN-MANIBUSAN V/P FINANCE AND ADMINISTRATION 50.00 X 114794 0 18221 646081 0 61156 4 0 1 0 0 84450 4065122 690632 4149572 SUBSCRIPTIONS 711130 841740 841740 INDIVIDUAL TICKETS 711130 549076 549076 PERFORMANCE FEES 711130 167636 167636 1558452 219773 219773 2987901 2797307 190594 190594 190594 1549 0 1549 1549 OTHER INCOME 453220 221642 221642 PROGRAM ADVERTISEMENT 541800 37600 37600 259242 6379182 1780094 37600 411916 X 9000 9000 1678125 590916 656366 430843 317149 118815 116845 81489 60034 60034 394350 357231 7503 29616 50423 10967 31716 7740 3438 3438 55704 55704 38819 26845 11974 ORCHESTRA FEES AND EXPE 922813 922813 CHORUS FEES 412318 412318 CONDUCTOR FEES 357963 356880 1083 OFFICE RENTAL, SOFTWARE 313081 313081 1321999 1021493 151282 149224 5935216 3827278 1409026 698912 698329 1519818 1261208 837497 30165 23234 259428 248001 920406 705116 230881 215290 11722338 11729131 14202349 14572971 347056 343590 993242 725925 0 483700 42048 105857 1382346 1659072 X 76105 100245 12743898 12813654 12820003 12913899 14202349 14572971 443966 -350070 0 X X 0 1 X 1 0 X 2905102 2803443 3008823 3301925 4183672 16202965 1673010 1479787 2163293 1976306 1558452 8850848 364405 346438 357932 491038 223192 1783005 4942517 4629668 5530048 5769269 5965316 26836818 651407 761548 1476235 1118871 1936927 5944988 0 651407 761548 1476235 1118871 1936927 5944988 20891830 86337 138451 149053 191903 219773 785517 86337 138451 149053 191903 219773 785517 5028854 4768119 5679101 5961172 6185089 27622335 0.75630 0.76560 0.02840 0.02240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12024827 150222 66075 386554 11854570 11337116 549255 571523 433067 12024827 10521801 83416 1017690 285791 11337116 9321455 393098 1042598 235350 10521801 9046385 709806 -309543 125193 9321455 0.79030 0.20970 0 0 920406 705116 215290 215290 CHARITABLE GIFT ANNUITY LIABILITY 105857 105857 X 6030967 -350072 1857 -348215 6379182 0 6379182 5937073 1857 1857 5935216 0 5935216 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 4 9000 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 319209 0 0 0 0 0 25000 0 376 0 344585 0 0 0 X 23 690632 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 PERFORMANCE HALL, INSTRUMENT, AND MUSIC RENTAL: PROGRAM SERVICE EXPENSES 299,676. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 299,676. CONSULTING: PROGRAM SERVICE EXPENSES 115,242. MANAGEMENT AND GENERAL EXPENSES 61,261. FUNDRAISING EXPENSES 59,157. TOTAL EXPENSES 235,660. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 224,082. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,082. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 74,779. MANAGEMENT AND GENERAL EXPENSES 29,816. FUNDRAISING EXPENSES 42,292. TOTAL EXPENSES 146,887. TOURING AND TECHNICAL PRODUCTIONS: PROGRAM SERVICE EXPENSES 92,638. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,638. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 46,784. MANAGEMENT AND GENERAL EXPENSES 24,285. FUNDRAISING EXPENSES 7,202. TOTAL EXPENSES 78,271. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 72,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,366. ELECTRONIC MEDIA: PROGRAM SERVICE EXPENSES 43,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,516. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 16,244. MANAGEMENT AND GENERAL EXPENSES 17,092. FUNDRAISING EXPENSES 4,174. TOTAL EXPENSES 37,510. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 36,399. TOTAL EXPENSES 36,399. PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 26,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,465. TELEPHONE & UTILITIES: PROGRAM SERVICE EXPENSES 2,696. MANAGEMENT AND GENERAL EXPENSES 20,685. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,381. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 6,317. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,317. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 688. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 688. CHANGE IN SPLIT INTEREST AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -1,857. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -1,857. 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.