2019-05-14T13:28:23-05:00 2018-06-30 043279444 TSOUTSOURAS & COMPANY PC 78 CENTRAL STREET IPSWICH MA 01938 990 2017-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2019-05-09 1 JOHN J TSOUTSOURAS P00449952 9783560332 71.184.222.54 2019-05-09 16:48:42 ED P 9D22E2F7F3632F973D9C83F28065A24E0CC33B25 9D22E2F7F3632F973D9C83F28065A24E0CC33B25 2017 2019-02-21 02:37:17Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 7908504 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. 36 36 205 14 13677 2439 2803443 3008823 1479787 2163293 248633 570678 265918 286190 4797781 6028984 5000 4500 0 0 1565734 1556816 0 0 632915 3473880 4045427 5044614 5606743 -246833 422241 12767823 13756972 1135871 1258110 11631952 12498862 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 3395320 2247333 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 165-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIES REACHES 35,000 AUDIENCE MEMBERS ANNUALLY. 526534 4500 52764 THE HANDEL AND HAYDN SOCIETY'S 30-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. 3921854 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 61 0 205 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 36 36 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 60.00 X X 273580 0 5454 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 TODD H ESTABROOK 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 MARY NADA 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 JEFFREY S THOMAS TREASURER 1.00 X X 0 0 0 ELIZABETH REZA SECRETARY 1.00 X X 0 0 0 AMY S ANTHONY GOVERNOR 1.00 X 0 0 0 MIGUEL CANIZARES GOVERNOR 1.00 X 0 0 0 LOUISE CASHMAN 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 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 CAROLYN POPE GOVERNOR 1.00 X 0 0 0 CATHERINE POWELL 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 H SCOTT 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 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 BRENDA GRAY RENY GOVERNOR 1.00 X 0 0 0 JEAN WOODWARD GOVERNOR 1.00 X 0 0 0 DAVID R WEAVER GOVERNOR 1.00 X 0 0 0 FRANK CLARK GOVERNOR 1.00 X 0 0 0 PHILIP V GERDINE GOVERNOR 1.00 X 0 0 0 MIKE PELUSE VICE PRESIDENT OF DEVELOPM 50.00 X 107752 0 0 381332 0 5454 2 0 1 0 HARRY CHRISTOPHERS 9 HARCOURT STREET BOSTON MA 02116 ARTISTIC DIRECTOR 152000 1 77357 83550 2847916 614319 3008823 SUBSCRIPTIONS 711130 1069538 1069538 INDIVIDUAL TICKETS 711130 992655 992655 PERFORMANCE FEES 711130 101100 101100 2163293 149053 149053 2215726 1794101 421625 421625 421625 226571 77357 85419 141152 141152 OTHER INCOME 453220 131361 131361 PROGRAM ADVERTISEMENT 541800 8234 8234 SECTION 274 PARKING FRINGE 812900 5443 5443 145038 6028984 2294654 13677 711830 X 4500 4500 1355548 556421 405219 393908 201268 88319 53482 59467 28534 28534 426662 392562 836 33264 38425 13936 10039 14450 2923 2923 57722 57722 21540 18491 3049 ORCHESTRA FEES AND EXPE 733635 733635 PERFORMANCE HALL, INSTR 360884 360884 CHORUS FEES 348947 348947 TOURING AND TECHNICAL P 322991 322991 1703164 1081168 490170 131826 5606743 3921854 1051974 632915 514862 840481 1568867 1552357 100344 27166 269484 208414 764572 595871 119838 168701 10194428 10959853 12767823 13756972 183443 273312 921614 942624 30814 42174 1135871 1258110 X 44246 50628 3002260 3780563 8585446 8667671 11631952 12498862 12767823 13756972 422241 444669 0 X X 0 1 X 1 0 X 4242886 5323374 2905102 2803443 3008823 18283628 1581725 1529244 1673010 1479787 2163293 8427059 288468 244015 364405 346438 357932 1601258 6113079 7096633 4942517 4629668 5530048 28311945 1276027 2055436 651407 761548 1476235 6220653 0 1276027 2055436 651407 761548 1476235 6220653 22091292 69541 75742 86337 138451 149053 519124 69541 75742 86337 138451 149053 519124 6182620 7172375 5028854 4768119 5679101 28831069 0.76620 0.70090 0.01800 0.01400 X 10521801 83416 1017690 285791 11337116 9321455 393098 1042598 235350 10521801 9046385 709806 -309543 125193 9321455 10120587 1866340 -16817 2923725 9046385 7748991 2604763 605375 838542 10120587 0.76450 0.23550 0 0 764572 595871 168701 168701 CHARITABLE GIFT ANNUITY LIABILITY 42174 42174 X 6472355 444669 -1298 443371 6028984 0 6028984 5605445 -1298 -1298 5606743 0 5606743 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. THERE WAS NO SUCH LIABILITY FOR 2018. 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, 2015, 2016, 2017, AND 2018 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 303928 77357 226571 63495 2908 6500 12516 303928 77357 226571 63495 2908 6500 12516 85419 141152 X X X 0 0 0 0 0 0 0 0 0 DAVID SNEAD PRESIDENT 273580 0 0 0 0 0 0 0 5454 0 279034 0 0 0 X 22 614319 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 GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 297,018. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 297,018. CONDUCTOR FEES: PROGRAM SERVICE EXPENSES 291,528. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 291,528. CONSULTING: PROGRAM SERVICE EXPENSES 127,683. MANAGEMENT AND GENERAL EXPENSES 126,042. FUNDRAISING EXPENSES 24,399. TOTAL EXPENSES 278,124. OFFICE RENTAL, SOFTWARE LICENSE, AND TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 266,174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 266,174. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 104,054. MANAGEMENT AND GENERAL EXPENSES 50,377. FUNDRAISING EXPENSES 38,985. TOTAL EXPENSES 193,416. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 65,160. MANAGEMENT AND GENERAL EXPENSES 12,772. FUNDRAISING EXPENSES 12,688. TOTAL EXPENSES 90,620. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 78,105. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -3,053. TOTAL EXPENSES 75,052. PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 71,939. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,939. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 55,951. TOTAL EXPENSES 55,951. ELECTRONIC MEDIA: PROGRAM SERVICE EXPENSES 28,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,651. TELEPHONE & UTILITIES: PROGRAM SERVICE EXPENSES 1,795. MANAGEMENT AND GENERAL EXPENSES 22,336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,131. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 3,459. MANAGEMENT AND GENERAL EXPENSES 11,171. FUNDRAISING EXPENSES 2,856. TOTAL EXPENSES 17,486. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 10,901. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,901. CHANGE IN SPLIT INTEREST AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,298. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,298. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 875. 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.