HANDEL AND HAYDN SOCIETY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HANDEL AND HAYDN SOCIETY (EIN 04-2126598)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-10
- IRS object ID
- 201531009349300408
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-10T10:43:29-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461580977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND CAPITAL MANAGEMENT LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042126598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANDEL AND HAYDN SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAND | BusinessNameControlTxt |
| Phone | 6172621815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 HARCOURT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE-HELENE BERNARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6172621815 | PhoneNum |
| Signature | 2015-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH FLYNN | PreparerPersonNm |
| PTIN | P00031385 | PTIN |
| Phone | 6173579110 | PhoneNum |
| Preparation | 2015-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARIE-HELENE BERNARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 HARCOURT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,664,791 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HANDELANDHAYDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1815 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE SOCIETY'S MISSION IS TO PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 201 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $19,937 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$17,779 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,455,516 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,242,886 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,502,443 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,581,725 | CYProgramServiceRevenueAmt |
| PY Investment Income | $172,463 | PYInvestmentIncomeAmt |
| CY Investment Income | $522,540 | CYInvestmentIncomeAmt |
| PY Other Revenue | $516,866 | PYOtherRevenueAmt |
| CY Other Revenue | $317,640 | CYOtherRevenueAmt |
| PY Total Revenue | $7,647,288 | PYTotalRevenueAmt |
| CY Total Revenue | $6,664,791 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,110,285 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,382,194 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $53,117 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $566,368 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,478,840 | PYOtherExpensesAmt |
| CY Other Expenses | $2,895,689 | CYOtherExpensesAmt |
| PY Total Expenses | $3,646,242 | PYTotalExpensesAmt |
| CY Total Expenses | $4,281,883 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,001,046 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,382,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,536,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,026,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $778,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $885,542 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,757,994 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,140,902 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,573,518 | ExpenseAmt |
| Revenue | $1,411,192 | RevenueAmt |
| Desc | 2013-2014 CONCERT SEASON THE HANDEL AND HAYDN SOCIETY'S CONCERTSEASON FEATURED RENOWN CONDUCTORS AND PROFESSIONAL MUSICIANS ININNOVATIVE, INTERDISCIPLINARY PROGRAMS THAT SHOWCASE REPERTOIRE OFTHE BAROQUE AND CLASSICAL PERIODS. THE HANDEL AND HAYDNPERIOD-INSTRUMENT ORCHESTRA INCLUDES 24 TENURED MUSICIANS AND APOOL OF 50 FIRST-CALL PLAYERS, ALL SPECIALLY TRAINED TO PLAYPERIOD INSTRUMENTS. THE 70 MEMEBER PROFESSIONAL CHORUS IS EQUALLYACCOMPLISHED, FEATURING THE VOICES OF NEW ENGLAND'S MOST TALENTEDSINGERS. THESE ARTISTS PERFORM MORE THAN 20 CONCERTS A YEARINCLUDING THE ANNUAL PERFORMANCE OF HANDEL'S MESSIAH AT SYMPHONYHALL, A 161-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIESREACHES 35,000 AUDIENCE MEMBERS ANNUALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $342,823 | ExpenseAmt |
| Grant | $4,000 | GrantAmt |
| Revenue | $170,533 | RevenueAmt |
| Desc | KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM THEHANDEL AND HAYDN SOCIETY'S 26-YEAR-OLD KAREN S. AND GEORGE LEVYEDUCATIONAL OUTREACH PROGRAM PROVIDES HIGH-CALIBER, PARTICIPATORY,AND CREATIVE MUSICAL EDUCATION TO 10,000 STUDENTS IN GRADES 3-12IN UNDERSERVED AND LOW-INCOME BOSTON AND GREATER BOSTONCOMMUNITIES EACH YEAR. THE EDUCATIONAL OUTREACH PROGRAM INCLUDESTHREE COMPONENTS - IN-SCHOOL PERFORMANCES, PARTICIPATORY YOUTHCONCERTS, AND THE VOCAL APPRENTICESHIP PROGRAM - WHICH COVERS THEFULL SPECTRUM OF VOCAL EDUCATION, AND WHICH ARE INTENDED TO OFFERA GRADUATED APPROACH TO MUSIC EDUCATION. SINCE 1984, PROGRAM HASSERVED MORE THAN 100,000 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,916,341 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 201 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE-HELENE BERNARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172621815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 HARCOURT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TODD H ESTABROOK | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KAREN S LEVY | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WINIFRED I LI | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY B NADA | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEORGE S SACERDOTE | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S SCOTT MORTON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN M STEMPER | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WAT H TYLER | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH P WAX | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN W WELD | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE WILSON | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN WOODWARD | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER R YENS | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH FIRST | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN W GERSTMAYR | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA LUCKE | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS GLEYSTEEN | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMY S ANTHONY | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA COX | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SCOTT | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE CASHMAN | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B ELSBREE | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W CARL KESTER | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN MCGIRR | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY MOOSEY | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY S THOMAS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAN F ACHTMEYER | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN MORRISSEY | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY F SCHABACKER | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J WATT | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY B TOOKE | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILMA DAVIS | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A KING | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE POWELL | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH VERHAVE | ||||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIE-HELENE BERNARD | ||||||||
| EXECUTIVE DIRECTOR & CEO | 60.00 | Yes (X) | $165,067 | $0 | $0 | Yes (X) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $165,067 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY CHRISTOPHERS | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 HARCOURT STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ARTISTIC DIRECTOR | ServicesDesc |
| Compensation | $140,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $134,315 | FundraisingAmt |
| Government Grants | $123,555 | GovernmentGrantsAmt |
| All Other Contributions | $3,985,016 | AllOtherContributionsAmt |
| Total Contributions | $4,242,886 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| SUBSCRIPTIONS | $752,139 | $752,139 |
| INIDVIDUAL TICKETS | $667,764 | $667,764 |
| PERFORMANCE FEES | $161,822 | $161,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,581,725 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,541 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764,066 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $311,067 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $452,999 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $452,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $452,999 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $168,026 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $134,315 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $70,542 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,484 | TotalRevenueColumnAmt |
| Exclusion | $97,484 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | 453220 | $120,442 | $120,442 | |
| UNREALIZED GAINS | 453220 | $79,777 | $79,777 | |
| PROGRAM ADVERTISEMENT | 541800 | $19,937 | $19,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $220,156 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,664,791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,304,484 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,937 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190,249 | TotalAmt |
| Program Services | $484,377 | ProgramServicesAmt |
| Management And General | $364,061 | ManagementAndGeneralAmt |
| Fundraising | $341,811 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,945 | TotalAmt |
| Program Services | $88,438 | ProgramServicesAmt |
| Management And General | $43,879 | ManagementAndGeneralAmt |
| Fundraising | $59,628 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
| Management And General | $19,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,424 | TotalAmt |
| Program Services | $278,034 | ProgramServicesAmt |
| Management And General | $7,258 | ManagementAndGeneralAmt |
| Fundraising | $10,132 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,821 | TotalAmt |
| Program Services | $17,024 | ProgramServicesAmt |
| Management And General | $17,027 | ManagementAndGeneralAmt |
| Fundraising | $24,770 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,503 | TotalAmt |
| Program Services | $5,275 | ProgramServicesAmt |
| Management And General | $7,844 | ManagementAndGeneralAmt |
| Fundraising | $1,384 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228 | TotalAmt |
| Management And General | $228 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,286 | TotalAmt |
| Management And General | $52,286 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,730 | TotalAmt |
| Program Services | $12,117 | ProgramServicesAmt |
| Management And General | $1,613 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ORCHESTRA FEES AND EXPE | $501,596 | $501,596 |
| PERFORMANCE HALL,INSTRU | $270,720 | $270,720 |
| CHORUS FEES | $262,945 | $262,945 |
| CONDUCTOR FEES | $239,146 | $239,146 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,290 | TotalAmt |
| Program Services | $752,669 | ProgramServicesAmt |
| Management And General | $285,978 | ManagementAndGeneralAmt |
| Fundraising | $128,643 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,281,883 | TotalAmt |
| Program Services | $2,916,341 | ProgramServicesAmt |
| Management And General | $799,174 | ManagementAndGeneralAmt |
| Fundraising | $566,368 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,208 | BOYAmt |
| EOY | $1,602,843 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,444 | BOYAmt |
| EOY | $3,155,514 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,890 | BOYAmt |
| EOY | $81,225 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,335 | BOYAmt |
| EOY | $189,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $509,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $378,531 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,560 | BOYAmt |
| EOY | $131,434 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,350,582 | BOYAmt |
| EOY | $5,866,070 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,536,019 | BOYAmt |
| EOY | $11,026,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,819 | BOYAmt |
| EOY | $143,823 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,206 | BOYAmt |
| EOY | $741,719 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,025 | BOYAmt |
| EOY | $885,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,003 | BOYAmt |
| EOY | $20,315 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,164,920 | BOYAmt |
| EOY | $4,527,065 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,584,071 | BOYAmt |
| EOY | $5,593,522 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,757,994 | BOYAmt |
| EOY | $10,140,902 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,536,019 | BOYAmt |
| EOY | $11,026,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,382,908 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,343,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,510,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,064,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,598,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,340,370 | CurrentTaxYearAmt |
| Total | $14,857,366 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,170,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,513,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,447,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,502,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,581,725 | CurrentTaxYearAmt |
| Total | $7,215,207 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,513,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,024,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,511,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,101,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,922,095 | CurrentTaxYearAmt |
| Total | $22,072,573 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,072,573 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,541 | CurrentTaxYearAmt |
| Total | $359,567 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,541 | CurrentTaxYearAmt |
| Total | $359,567 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,612,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,091,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,577,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,158,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,991,636 | CurrentTaxYearAmt |
| Total | $22,432,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98400 | PublicSupportCY509Pct |
| Investment Income CY | 0.01600 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,748,991 | BeginningYearBalanceAmt |
| Contributions | $2,604,763 | ContributionsAmt |
| Investment Earnings Or Losses | $605,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $838,542 | OtherExpendituresAmt |
| End Year Balance | $10,120,587 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,816,679 | BeginningYearBalanceAmt |
| Contributions | $3,686,456 | ContributionsAmt |
| Investment Earnings Or Losses | $431,254 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $185,398 | OtherExpendituresAmt |
| End Year Balance | $7,748,991 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,499,047 | BeginningYearBalanceAmt |
| Contributions | $510,350 | ContributionsAmt |
| Investment Earnings Or Losses | -$127,218 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,500 | OtherExpendituresAmt |
| End Year Balance | $3,816,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,864,022 | BeginningYearBalanceAmt |
| Contributions | $55,025 | ContributionsAmt |
| Investment Earnings Or Losses | $590,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| End Year Balance | $3,499,047 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,685,001 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $255,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,374 | OtherExpendituresAmt |
| End Year Balance | $2,864,022 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $509,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $378,531 | DepreciationAmt |
| Book Value | $131,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $131,434 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,664,791 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,664,791 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,664,791 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,281,883 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,281,883 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,281,883 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
| Licensed States | MA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA BALL AND SILENT AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $302,341 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $134,315 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $168,026 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $70,542 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $302,341 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $134,315 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $168,026 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $70,542 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $70,542 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $97,484 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (1) | LicensedInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFFORD RUST | BusinessNameLine1 |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MASSACHUSETTS AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY YODER REED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Prov | MANAGE RAFFLE TICKETS FOR DONATED PRIZES | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE-HELENE BERNARD | PersonNm |
| Title | EXECUTIVE DIRECTOR & CEO | TitleTxt |
| Base Compensation Filing Org | $165,067 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,067 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Method Of Determining Revenues | MEAN OF HIGH/LOW | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | WINIFRE LI AND JOHN GERSTMAYR ARE PARTNERS IN THE SAME LAW FIRM. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF IT GOVERNING BODY AT THESOCIETY'S ANNUAL MEETING HELD BEFORE THE FORM IS FILED. |
| FORM 990, SECTION C, LINE 19 | THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENT 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 VI, SECTION B, LINE 12C | THE SOCIETY REVIEWS WITH THE MEMBERS OF ITS GOVERNING BODY ITS CONFILICT OF INTEREST POLICY EACH YEAR AND REQUIRES THE MEMBERS TO INITAL AN ACKNOWLEDGEMENT THAT THEY ARE IN COMPLIANCE WITH THE POLICY. THE EXECUTIVE COMMITTEE OF THE SOCIETY REVIEWS AND DETERMINES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OF OTHER KEY EMPLOYEES EACH YEAR AFTER A REVIEW OF COMPENSATION PRACTICES OF OTHER NON-PROFT ORGANZIATIONS SIMILAR IN SIZE AND FUNCTION. 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 VI, SECTION B, LINE 15 | THE SOCIETY'S EXECUTIVE COMMITTEE REVIEWS AND DETERMINES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES EAC YEAR AFTER A REVIEW ON THE COMPENSATION PRACTICES OF OTHER NON-PROFIT ORGANIZTIONS OF SIMILAR SIZE AND FUNCTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLCIES, AND FINANCIAL STATEMENTS AVAIABLE ON 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 235,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,278. TOURING TECHNICAL PRODUCTTION: PROGRAM SERVICE EXPENSES 200,061. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,061. GUEST ARTIST FEES: PROGRAM SERVICE EXPENSES 182,248. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 182,248. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 65,073. MANAGEMENT AND GENERAL EXPENSES 6,369. FUNDRAISING EXPENSES 25,822. TOTAL EXPENSES 97,264. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 57,429. MANAGEMENT AND GENERAL EXPENSES 17,718. FUNDRAISING EXPENSES 13,840. TOTAL EXPENSES 88,987. ELECTRONIC MEDIA: PROGRAM SERVICE EXPENSES 80,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,896. PRESS AND PUBLICITY: PROGRAM SERVICE EXPENSES 73,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,725. POSTAGE AND SUPPLIES: PROGRAM SERVICE EXPENSES 31,781. MANAGEMENT AND GENERAL EXPENSES 11,634. FUNDRAISING EXPENSES 17,466. TOTAL EXPENSES 60,881. CALLING CAMPAIGNS: PROGRAM SERVICE EXPENSES 32,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 23,624. TOTAL EXPENSES 56,139. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 43,340. TOTAL EXPENSES 43,340. SUBSCRIBER BENEFITS: PROGRAM SERVICE EXPENSES 18,052. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,052. TELEPHONE AND UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,512. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,512. DUES AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 3,226. MANAGEMENT AND GENERAL EXPENSES 3,467. FUNDRAISING EXPENSES 4,551. TOTAL EXPENSES 11,244. BOX OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 7,663. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,663. |
| 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. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE CURRENT TAX YEAR IS THE FIRST IN WHICH THE SOCIETY'S ASSETS EXCEEDED THE THRESHHOLD AMOUNT FOR EFILING, AND THE TAXPAYER WAS UNAWARE OF THE EFILING REQUIREMENT UNTIL NOTIFIED BY THE SERVICE IN A LETTER DATED APRIL 13, 2015. THE TAXPAYER IMMEDIATELY ARRAINGED FOR THE PREPARATION OF EFILING MATERIAL, AND EFILED ITS RETURN ON APRIL 10, 2015. TAXPAYER HAS ALWAYS TIMELY FILED ALL REQUIRED TAX FORMS. IT IS RESPECTFULLY REQUESTED THAT ANY PENALTIES BE WAIVED. | ExplanationTxt |
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