2018-05-10T15:13:54-05:00 2017-06-30 043279444 TSOUTSOURAS & COMPANY PC 78 CENTRAL STREET IPSWICH MA 01938 990 2016-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2018-05-09 1 JOHN J TSOUTSOURAS P00449952 9783560332 2016 2022-09-23 18:48:47Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 6509192 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. 34 34 192 34 9117 -223 2905102 2803443 1673010 1479787 -561979 248633 232019 265918 4248152 4797781 4250 5000 0 0 1534297 1565734 0 0 688011 3759472 3473880 5298019 5044614 -1049867 -246833 11944978 12767823 855376 1135871 11089602 11631952 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 2902107 1563575 THE HANDEL AND HAYDN SOCIETY'S 2016-2017 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 164-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIES REACHES 35,000 AUDIENCE MEMBERS ANNUALLY. 582666 5000 40381 THE HANDEL AND HAYDN SOCIETY'S 29-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. 3484773 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 68 0 192 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X CLIFFORD RUST 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT 60.00 X X 258732 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 WINIFRED I LI 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 ELIZABETH P WAX GOVERNOR 1.00 X 0 0 0 JEAN WOODWARD GOVERNOR 1.00 X 0 0 0 CHRISTOPHER R YENS GOVERNOR 1.00 X 0 0 0 CLIFFORD RUST CHIEF FINANCIAL OFFICER 55.00 X 103794 0 391 MIKE PELUSE VICE PRESIDENT OF DEVELOPMENT 50.00 X 102859 0 5454 465385 0 11299 3 0 1 0 HARRY CHRISTOPHERS 9 HAR COURT STREET BOSTON MA 02116 ARTISTIC DIRECTOR 154000 1 90017 76750 2636676 512853 2803443 SUBSCRIPTIONS 711130 830810 830810 INDIVIDUAL TICKETS 711130 561894 561894 PERFORMANCE FEES 711130 87083 87083 1479787 138451 138451 1731956 1621774 110182 110182 110182 222271 90017 89637 132634 132634 OTHER INCOME 453220 124167 124167 PROGRAM ADVERTISEMENT 541800 9117 9117 133284 4797781 1603954 9117 381267 X 5000 5000 1380688 543095 438482 399111 185046 87151 34992 62903 25096 25096 386284 353359 393 32532 36254 18239 9886 8129 67 67 46436 46436 18469 15420 3049 ORCHESTRA FEES AND EXPE 639605 639605 CONDUCTOR FEES 291598 291598 PERFORMANCE HALL, INSTR 277566 277566 CHORUS FEES 270119 270119 1482386 983621 313429 185336 5044614 3484773 871830 688011 712113 514862 2253705 1568867 67505 100344 301009 269484 657987 538149 123244 119838 8487402 10194428 11944978 12767823 104912 183443 719789 921614 30675 30814 855376 1135871 X 33831 44246 2862286 3002260 8193485 8585446 11089602 11631952 11944978 12767823 -246833 789183 0 X X 0 1 X 1 0 X 5455516 4242886 5323374 2905102 2803443 20730321 1502443 1581725 1529244 1673010 1479787 7766209 293109 288468 244015 364405 346438 1536435 7251068 6113079 7096633 4942517 4629668 30032965 3939505 1276027 2055436 651407 761548 8683923 0 3939505 1276027 2055436 651407 761548 8683923 21349042 57884 69541 75742 86337 138451 427955 57884 69541 75742 86337 138451 427955 7308952 6182620 7172375 5028854 4768119 30460920 0.70090 0.70050 0.01400 0.01200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9321455 393098 1042598 235350 10521801 9046385 709806 -309543 125193 9321455 10120587 1866340 -16817 2923725 9046385 7748991 2604763 605375 838542 10120587 3816679 3686456 431254 185398 7748991 0.81600 0.18400 0 0 657987 538149 119838 119838 CHARITABLE GIFT ANNUITY LIABILITY 30814 30814 X 5585827 789183 -1137 788046 4797781 0 4797781 5043477 -1137 -1137 5044614 0 5044614 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 2017. 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, 2014, 2015, 2016, AND 2017 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 312288 90017 222271 61187 12775 9231 6443 312288 90017 222271 61187 12775 9231 6443 89636 132635 X X X 0 0 0 0 0 0 0 0 0 DAVID SNEAD PRESIDENT 258732 0 0 0 0 0 0 0 5454 0 264186 0 0 0 X 21 512853 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 235,865. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,865. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 230,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230,050. TOURING AND TECHNICAL PRODUCTIONS: PROGRAM SERVICE EXPENSES 217,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 217,544. CONSULTING: PROGRAM SERVICE EXPENSES 108,298. MANAGEMENT AND GENERAL EXPENSES 41,824. FUNDRAISING EXPENSES 31,793. TOTAL EXPENSES 181,915. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 117,189. MANAGEMENT AND GENERAL EXPENSES 6,707. FUNDRAISING EXPENSES 28,917. TOTAL EXPENSES 152,813. ELECTRONIC MEDIA: PROGRAM SERVICE EXPENSES 91,532. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,532. PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 88,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,250. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 81,701. TOTAL EXPENSES 81,701. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 47,018. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 30,817. TOTAL EXPENSES 77,835. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 41,815. MANAGEMENT AND GENERAL EXPENSES 7,794. FUNDRAISING EXPENSES 11,668. TOTAL EXPENSES 61,277. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 26,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,550. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 6,790. MANAGEMENT AND GENERAL EXPENSES 9,185. FUNDRAISING EXPENSES 440. TOTAL EXPENSES 16,415. TELEPHONE & UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,917. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,917. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 8,585. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,585. CHANGE IN SPLIT INTEREST AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,137. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,137. 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.