2019-11-08T15:11:33-06:00 2019-06-30 043279444 TSOUTSOURAS & COMPANY PC 78 CENTRAL STREET IPSWICH MA 01938 990 2018-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2019-11-06 1 JOHN J TSOUTSOURAS P00449952 9783560332 71.184.222.54 2019-11-06 14:57:17 ES P F1A56F7AA7198216FEF152699D245EEBC216FD8B AD3AF52680AC426286FD46C89B5ECC890CDB8E85 2018 2020-03-31 21:24:44Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 8058854 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. 35 35 216 0 20336 10336 3008823 3301925 2163293 1976306 570678 596155 286190 414394 6028984 6288780 4500 7750 0 0 1556816 1748580 0 0 707840 4045427 4188314 5606743 5944644 422241 344136 13756972 14202349 1258110 1382346 12498862 12820003 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 3336185 2100362 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. 555531 7750 63138 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. 3891716 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 216 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 35 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LILEE DETHCHAN 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT 40.00 X X 271886 0 29907 W CARL KESTER CHAIRMAN 2.00 X X 0 0 0 NICHOLAS GLEYSTEEN VICE CHAIR 1.00 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 MARK A KING 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 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 JEFFREY THOMAS GOVERNOR 1.00 X 0 0 0 NANCY B TOOKE 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 VICE PRESIDENT OF DEVELOPM 40.00 X 106763 0 14362 378649 0 44269 2 0 1 0 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE QUINCY MA 02169 ACCOUNTING 215593 1 133667 87300 3080958 378088 3301925 SUBSCRIPTIONS 711130 1108212 1108212 INDIVIDUAL TICKETS 711130 754250 754250 PERFORMANCE FEES 711130 113844 113844 1976306 191903 191903 2077346 1673094 404252 404252 404252 260538 133667 96980 163558 163558 OTHER INCOME 453220 230500 230500 SECTION 274 PARKING FRINGE 812900 11336 11336 PROGRAM ADVERTISEMENT 541800 9000 9000 250836 6288780 2206806 20336 759713 X 7750 7750 1490442 550173 499811 440458 258138 101029 85532 71577 25515 25515 533685 503707 382 29596 78704 34235 30723 13746 4814 4814 53541 53541 22407 14401 8006 ORCHESTRA FEES AND EXPE 762407 762407 PERFORMANCE HALL, INSTR 377136 377136 CONSULTING 354040 121333 209509 23198 TOURING AND TECHNICAL P 334152 334152 1641913 1085393 427255 129265 5944644 3891716 1345088 707840 840481 698329 1552357 1261208 27166 30165 208414 259428 880293 649412 168701 230881 10959853 11722338 13756972 14202349 273312 347056 942624 993242 42174 42048 1258110 1382346 X 50628 76105 3780563 3528803 8667671 9215095 12498862 12820003 13756972 14202349 344136 -22995 0 X X 0 1 X 1 0 X 5323374 2905102 2803443 3008823 3301925 17342667 1529244 1673010 1479787 2163293 1976306 8821640 244015 364405 346438 357932 491038 1803828 7096633 4942517 4629668 5530048 5769269 27968135 2055436 651407 761548 1476235 1118871 6063497 0 2055436 651407 761548 1476235 1118871 6063497 21904638 75742 86337 138451 149053 191903 641486 75742 86337 138451 149053 191903 641486 7172375 5028854 4768119 5679101 5961172 28609621 0.76560 0.76620 0.02240 0.01800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11337116 549255 571523 433067 12024827 10521801 83416 1017690 285791 11337116 9321455 393098 1042598 235350 10521801 9046385 709806 -309543 125193 9321455 10120587 1866340 -16817 2923725 9046385 0.76630 0.23370 0 0 880293 649412 230881 230881 CHARITABLE GIFT ANNUITY LIABILITY 42048 42048 X 6263298 -22995 -2487 -25482 6288780 0 6288780 5942157 -2487 -2487 5944644 0 5944644 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, 2016, 2017, 2018, AND 2019 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 GALA EVENT 394205 133667 260538 58679 29 1050 18804 394205 133667 260538 58679 29 1050 18804 78562 181976 1 SCHOLARSHIPS FOR STUDENTS STUDYING IN VOCAL ARTS PROGRAMS 6 7750 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 271886 0 0 0 0 0 21750 0 8157 0 301793 0 0 0 X 15 378088 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 OFFICE RENTAL, SOFTWARE LICENSE, AND TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 298,816. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 298,816. CONDUCTOR FEES: PROGRAM SERVICE EXPENSES 281,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,494. CHORUS FEES: PROGRAM SERVICE EXPENSES 259,556. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 259,556. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 128,515. MANAGEMENT AND GENERAL EXPENSES 90,996. FUNDRAISING EXPENSES 34,682. TOTAL EXPENSES 254,193. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 219,522. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,522. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 46,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 29,392. TOTAL EXPENSES 76,087. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 43,736. MANAGEMENT AND GENERAL EXPENSES 7,278. FUNDRAISING EXPENSES 11,320. TOTAL EXPENSES 62,334. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 49,655. TOTAL EXPENSES 49,655. ELECTRONIC MEDIA: PROGRAM SERVICE EXPENSES 47,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,518. PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 32,193. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,193. TELEPHONE & UTILITIES: PROGRAM SERVICE EXPENSES 2,428. MANAGEMENT AND GENERAL EXPENSES 23,204. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,632. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 17,035. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,035. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 5,776. MANAGEMENT AND GENERAL EXPENSES 4,474. FUNDRAISING EXPENSES 4,216. TOTAL EXPENSES 14,466. CHANGE IN SPLIT INTEREST AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,487. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,487. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 925. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 925. 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.