2017-05-12T13:57:36-05:00 2016-06-30 043279444 TSOUTSOURAS & COMPANY PC 78 CENTRAL STREET IPSWICH MA 01938 990 2015-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2017-03-01 1 JOHN J TSOUTSOURAS P00449952 9783560332 2015 2021-01-29 14:40:06Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 13338827 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. 33 33 236 38 11648 0 5323374 2905102 1529244 1673010 455023 -561979 -9564 232019 7298077 4248152 5000 4250 0 0 1480454 1534297 0 0 749585 3589947 3759472 5075401 5298019 2222676 -1049867 12752579 11944978 861974 855376 11890605 11089602 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 3251226 1757933 THE HANDEL AND HAYDN SOCIETY'S 2015-2016 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 163-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIES REACHES 35,000 AUDIENCE MEMBERS ANNUALLY. 428341 4250 36041 THE HANDEL AND HAYDN SOCIETY'S 28-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. 3679567 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 63 0 236 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 33 33 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 NICHOLAS GLEYSTEEN VICE CHAIR 1.00 X X 0 0 0 W CARL KESTER CHAIRMAN 2.00 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 WAT H TYLER 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 KATHLEEN MCGIRR 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 EMILY F SCHABAKER GOVERNOR 1.00 X 0 0 0 ROBERT H SCOTT 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 KATHLEEN W WELD VICE CHAIR 1.00 X X 0 0 0 JEAN WOODWARD GOVERNOR 1.00 X 0 0 0 CHRISTOPHER R YENS GOVERNOR 1.00 X 0 0 0 DAVID SNEAD PRESIDENT & CEO 60.00 X X 79173 0 0 MARIE-HELENE BERNARD EXECUTIVE DIRECTOR 60.00 X 153300 0 3104 232473 0 3104 1 1 1 0 HARRY CHRISTOPHERS 9 HARCOURT STREET BOSTON MA 02116 ARTISTIC DIRECTOR 178500 1 181782 73800 2649520 183886 2905102 SUBSCRIPTIONS 711130 755604 755604 INDIVIDUAL TICKETS 711130 676991 676991 PERFORMANCE FEES 711130 240415 240415 1673010 86337 86337 8298324 8946640 -648316 -648316 -648316 243441 181782 144035 99406 99406 OTHER INCOME 453220 120965 120965 PROGRAM ADVERTISEMENT 541800 11648 11648 132613 4248152 1793975 11648 -462573 X 4250 4250 1346179 496464 434311 415404 188118 86220 38429 63469 23817 23817 372388 321398 16549 34441 35844 21876 8564 5404 300 300 42645 42645 15311 12264 3047 ORCHESTRA FEES AND EXPE 562618 562618 TOURING AND TECHNICAL P 474044 474044 CONDUCTOR FEES 288887 288887 PERFORMANCE HALL, INSTR 283602 283602 1660016 1127944 301205 230867 5298019 3679567 868867 749585 1068199 712113 3629577 2253705 80600 67505 292548 301009 614957 491713 136863 123244 7544792 8487402 12752579 11944978 179638 104912 651754 719789 30582 30675 861974 855376 X 30950 33831 4374885 2862286 7484770 8193485 11890605 11089602 12752579 11944978 -1049867 248865 0 X X 0 1 X 1 0 X 2064124 5455516 4242886 5323374 2905102 19991002 1447209 1502443 1581725 1529244 1673010 7733631 336743 293109 288468 244015 364405 1526740 3848076 7251068 6113079 7096633 4942517 29251373 588365 3939505 1276027 2055436 651407 8510740 0 588365 3939505 1276027 2055436 651407 8510740 20740633 66622 57884 69541 75742 86337 356126 66622 57884 69541 75742 86337 356126 3914698 7308952 6182620 7172375 5028854 29607499 0.70050 0.68650 0.01200 0.01210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9046385 709806 -309543 125193 9321455 10120587 1866340 -16817 2923725 9046385 7748991 2604763 605375 838542 10120587 3816679 3686456 431254 185398 7748991 3499047 510350 -127218 65500 3816679 0.87900 0.12100 0 0 614957 491713 123244 123244 CHARITABLE GIFT ANNUITY LIABILITY 30675 30675 X 4495925 248864 -1091 247773 4248152 0 4248152 5296928 -1091 -1091 5298019 0 5298019 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 2016. 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 UILTIMATE SETTLEMENT. IN ADDITION, INTEREST AND PENALTIES ARE ACCRUED ON ANY UNRECOGNIZED TAX BENEFIT FROM UNCERTAIN TAX POSITIONS. TAX YEARS ENDED JUNE 30, 2013, 2014, 2015, AND 2016 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 425223 181782 243441 67588 4092 25290 47064 425223 181782 243441 67588 4092 25290 47064 144034 99407 X X X 0 0 0 0 0 0 0 0 0 MARIE-HELENE BERNARD EXECUTIVE DIRECTOR 113300 0 40000 0 0 0 0 0 3104 0 156404 0 0 0 X 39 183886 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 11 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 PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 278,084. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 278,084. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 275,419. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 275,419. CHORUS FEES: PROGRAM SERVICE EXPENSES 243,661. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,661. OFFICE RENTAL, SOFTWARE LICENSE, AND TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 229,647. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 229,647. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 97,606. MANAGEMENT AND GENERAL EXPENSES 39,896. FUNDRAISING EXPENSES 30,307. TOTAL EXPENSES 167,809. CONSULTING: PROGRAM SERVICE EXPENSES 31,485. MANAGEMENT AND GENERAL EXPENSES 412. FUNDRAISING EXPENSES 52,292. TOTAL EXPENSES 84,189. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 41,828. MANAGEMENT AND GENERAL EXPENSES 12,771. FUNDRAISING EXPENSES 29,404. TOTAL EXPENSES 84,003. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 35,176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 46,784. TOTAL EXPENSES 81,960. ELECTRONIC MEDIA: PROGRAM SERVICE EXPENSES 77,215. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,215. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 67,843. TOTAL EXPENSES 67,843. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 32,067. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,067. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 4,771. MANAGEMENT AND GENERAL EXPENSES 8,987. FUNDRAISING EXPENSES 4,237. TOTAL EXPENSES 17,995. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 10,504. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,504. TELEPHONE & UTILITIES: PROGRAM SERVICE EXPENSES 128. MANAGEMENT AND GENERAL EXPENSES 8,401. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,529. CHANGE IN SPLIT INTEREST AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,091. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,091. 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.