HANDEL AND HAYDN SOCIETY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HANDEL AND HAYDN SOCIETY (EIN 04-2126598)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-15
- IRS object ID
- 202610159349301016
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-15T09:26:41-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANETH DETHCHAN-BELTRAN | PersonNm |
| Person Title | COO/CEO | PersonTitleTxt |
| Phone | 6172621815 | PhoneNum |
| Signature | 2026-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J MARTIN | PreparerPersonNm |
| PTIN | P00283486 | PTIN |
| Phone | 4012742001 | PhoneNum |
| Preparation | 2026-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MANETH DETHCHAN-BELTRAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 HARCOURT STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,167,082 | 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 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 252 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,801,176 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,789,954 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,209,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,888,632 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,336,364 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,805,095 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,110 | PYOtherRevenueAmt |
| CY Other Revenue | $53,921 | CYOtherRevenueAmt |
| PY Total Revenue | $10,402,530 | PYTotalRevenueAmt |
| CY Total Revenue | $6,537,602 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,602,243 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,653,054 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,733,877 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,957,477 | PYOtherExpensesAmt |
| CY Other Expenses | $3,225,220 | CYOtherExpensesAmt |
| PY Total Expenses | $9,559,720 | PYTotalExpensesAmt |
| CY Total Expenses | $8,878,274 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $842,810 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,340,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,175,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,093,535 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,765,252 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,156,167 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,410,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,937,368 | 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 EXCELLANCE 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 | $5,630,325 | ExpenseAmt |
| Revenue | $1,761,801 | RevenueAmt |
| Desc | THE HANDEL AND HAYDN SOCIETY'S 2023-24 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 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 168-YEAR-OLD TRADITION. THE SOCIETY'S CONCERT SERIES REACHES 35,000 AUDIENCE MEMBERS ANNUALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $735,996 | ExpenseAmt |
| Revenue | $180,752 | RevenueAmt |
| Desc | THE HANDEL AND HAYDN SOCIETY'S 33-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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,366,321 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 252 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 | MANETH DETHCHAN-BELTRAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172621815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 HARCOURT STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ARTHUR ROBINS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA GRAY RENY | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN POPE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE POWELL | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER YENS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GOLDENHEIM | |||||||
| GOVERNOR (AS OF 12/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID R WEAVER | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID SNEAD | |||||||
| PRESIDENT AND CEO (TO 5/25) | 40.00 | Yes (X) | $393,149 | $0 | $29,556 | Yes (X) | |
| DEBORAH FIRST | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR ELLEN T HARRIS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR FRANK CLARK | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR HOLLY MAZE CARTER | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PHILIP V GERDINE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR STEPHEN MORRISSEY | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR TERESA CACHERO | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH REZA | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH WAX | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY F SCHABAKER | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE SACERDOTE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERARD COX | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HOYTE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANINA LONGTINE | |||||||
| GOVERNOR (TO 12/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN WOODWARD | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY THOMAS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MARI | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH VERHAVE | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JULIA D COX | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAREN S LEVY | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN W WELD | |||||||
| VICE CHAIR (TO 10/24) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL OLIVERI | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S SCOTT MORTON | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHELE ROSIELLO | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY B TOOKE | |||||||
| GOVERNOR (TO 10/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA KUNG | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT N SHAPIRO | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN M STEMPER | |||||||
| GOVERNOR (TO 06/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W CARL KESTER | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MANETH DETHCHAN-BELTRAN | |||||||
| CHIEF OPERATING OFFICER/ CEO (AS OF 5/25) | 40.00 | $269,738 | $0 | $17,359 | Yes (X) | ||
| EMILY YODER REED | |||||||
| VP OF STRATEGIC PARTNERS | 40.00 | $122,741 | $0 | $4,268 | Yes (X) | ||
| GUDRUN-MARION WESTGATE | |||||||
| MAJOR GIFT OFFICER | 40.00 | $124,023 | $0 | $29,968 | Yes (X) | ||
| IRA PEDLIKIN | |||||||
| VP ARTISTIC PLANNING | 40.00 | $136,007 | $0 | $6,727 | Yes (X) | ||
| REBECCA KING | |||||||
| VP DEVELOPMENT | 40.00 | $140,085 | $0 | $10,254 | Yes (X) | ||
| SARAH MANOOG | |||||||
| VP MARKETING | 40.00 | $217,000 | $0 | $694 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,402,743 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $98,826 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $136,100 | GovernmentGrantsAmt |
| All Other Contributions | $2,653,854 | AllOtherContributionsAmt |
| Noncash Contributions | $607,650 | NoncashContributionsAmt |
| Total Contributions | $2,789,954 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT REVENUE | 711300 | $1,707,880 | $1,707,880 |
| PROGRAM RELATED INCOME | 711300 | $180,752 | $180,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,888,632 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,054,227 | TotalRevenueColumnAmt |
| Exclusion | $1,054,227 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,380,348 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,629,480 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $750,868 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $750,868 | TotalRevenueColumnAmt |
| Exclusion | $750,868 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $53,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,921 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,921 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,537,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,942,553 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,805,095 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,394 | TotalAmt |
| Program Services | $303,163 | ProgramServicesAmt |
| Management And General | $145,427 | ManagementAndGeneralAmt |
| Fundraising | $202,804 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,894,303 | TotalAmt |
| Program Services | $2,866,671 | ProgramServicesAmt |
| Management And General | $52,331 | ManagementAndGeneralAmt |
| Fundraising | $975,301 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,916 | TotalAmt |
| Program Services | $126,141 | ProgramServicesAmt |
| Management And General | $16,572 | ManagementAndGeneralAmt |
| Fundraising | $18,203 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,538 | TotalAmt |
| Program Services | $446,992 | ProgramServicesAmt |
| Management And General | $62,985 | ManagementAndGeneralAmt |
| Fundraising | $70,561 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,903 | TotalAmt |
| Program Services | $275,730 | ProgramServicesAmt |
| Management And General | $41,582 | ManagementAndGeneralAmt |
| Fundraising | $48,591 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,679 | TotalAmt |
| Management And General | $52,679 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,808 | TotalAmt |
| Program Services | $549,380 | ProgramServicesAmt |
| Management And General | $87,183 | ManagementAndGeneralAmt |
| Fundraising | $160,245 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,489 | TotalAmt |
| Program Services | $480,697 | ProgramServicesAmt |
| Management And General | $15,092 | ManagementAndGeneralAmt |
| Fundraising | $26,700 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,910 | TotalAmt |
| Program Services | $104,292 | ProgramServicesAmt |
| Management And General | $10,253 | ManagementAndGeneralAmt |
| Fundraising | $19,365 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,231 | TotalAmt |
| Program Services | $169,594 | ProgramServicesAmt |
| Management And General | $63,737 | ManagementAndGeneralAmt |
| Fundraising | $42,900 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,212 | TotalAmt |
| Program Services | $54,202 | ProgramServicesAmt |
| Management And General | $1,206 | ManagementAndGeneralAmt |
| Fundraising | $14,804 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,583 | TotalAmt |
| Management And General | $69,583 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,057 | TotalAmt |
| Program Services | $58,361 | ProgramServicesAmt |
| Management And General | $21,933 | ManagementAndGeneralAmt |
| Fundraising | $14,763 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PERFORMANCE HALL, INSTR | $468,863 | $467,591 | $636 | $636 |
| ELECTRONIC MEDIA | $295,849 | $295,099 | $750 | |
| MISCELLANEOUS | $294,015 | $96,377 | $114,687 | $82,951 |
| SUBSCRIPTIONS AND DUES | $78,168 | $47,337 | $12,252 | $18,579 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,356 | TotalAmt |
| Program Services | $24,694 | ProgramServicesAmt |
| Management And General | $9,938 | ManagementAndGeneralAmt |
| Fundraising | $36,724 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,878,274 | TotalAmt |
| Program Services | $6,366,321 | ProgramServicesAmt |
| Management And General | $778,076 | ManagementAndGeneralAmt |
| Fundraising | $1,733,877 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,427 | BOYAmt |
| EOY | $343,585 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,585 | BOYAmt |
| EOY | $162,652 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,523,688 | BOYAmt |
| EOY | $3,955,867 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,545 | BOYAmt |
| EOY | $63,894 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,911 | BOYAmt |
| EOY | $200,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,142,756 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,014,546 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,113 | BOYAmt |
| EOY | $128,210 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,519,154 | BOYAmt |
| EOY | $37,038,078 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,995 | BOYAmt |
| EOY | $200,712 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,175,418 | BOYAmt |
| EOY | $42,093,535 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,547 | BOYAmt |
| EOY | $701,959 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,762 | BOYAmt |
| EOY | $601,462 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,943 | BOYAmt |
| EOY | $352,746 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,765,252 | BOYAmt |
| EOY | $3,156,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$535,272 | BOYAmt |
| EOY | -$2,328,228 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,945,438 | BOYAmt |
| EOY | $41,265,596 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,410,166 | BOYAmt |
| EOY | $38,937,368 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,175,418 | BOYAmt |
| EOY | $42,093,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,340,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,874,512 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,638 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $5,069,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,971,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,505,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,802,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,789,954 | CurrentTaxYearAmt |
| Total | $46,137,722 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $573,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,942,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,970,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,264,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,942,553 | CurrentTaxYearAmt |
| Total | $8,693,327 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,921 | CurrentTaxYearAmt |
| Total | $531,468 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,801,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,119,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,532,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,122,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,786,428 | CurrentTaxYearAmt |
| Total | $55,362,517 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $739,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,738,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,474,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $538,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $610,438 | CurrentTaxYearAmt |
| Total | $14,101,182 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $526,623 | CurrentTaxYearMinus3YearsAmt |
| Total | $526,623 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $739,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,265,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,474,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $538,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $610,438 | CurrentTaxYearAmt |
| Total | $14,627,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,734,712 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $272,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $758,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,054,227 | CurrentTaxYearAmt |
| Total | $2,793,039 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $272,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $758,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,054,227 | CurrentTaxYearAmt |
| Total | $2,793,039 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,007,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,392,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,034,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,880,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,840,655 | CurrentTaxYearAmt |
| Total | $58,155,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69090 | PublicSupportPY509Pct |
| Investment Income CY | 0.04800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03390 | InvestmentIncomePYPct |
| 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 | $37,409,771 | BeginningYearBalanceAmt |
| Contributions | $115,216 | ContributionsAmt |
| Investment Earnings Or Losses | $3,684,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,158,827 | OtherExpendituresAmt |
| End Year Balance | $40,050,701 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,232,568 | BeginningYearBalanceAmt |
| Contributions | $3,233,846 | ContributionsAmt |
| Investment Earnings Or Losses | $4,952,322 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,008,965 | OtherExpendituresAmt |
| End Year Balance | $37,409,771 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,416,865 | BeginningYearBalanceAmt |
| Contributions | $3,446,788 | ContributionsAmt |
| Investment Earnings Or Losses | $2,917,902 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $548,987 | OtherExpendituresAmt |
| End Year Balance | $30,232,568 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,582,574 | BeginningYearBalanceAmt |
| Contributions | $12,601,997 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,309,730 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $457,976 | OtherExpendituresAmt |
| End Year Balance | $24,416,865 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,854,570 | BeginningYearBalanceAmt |
| Contributions | $590,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,594,320 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $456,316 | OtherExpendituresAmt |
| End Year Balance | $15,582,574 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00532 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.99468 | TermEndowmentBalanceEOYPct |
| 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 | $1,142,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,014,546 | DepreciationAmt |
| Book Value | $128,210 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $128,210 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENT | $129,409 |
| OPERATING LEASE PAYABLE | $223,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $352,746 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,471,672 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,874,512 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $66,196 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$6,638 | OtherRevenueAmt |
| Revenue Not Reported | $1,934,070 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,537,602 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,537,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,944,470 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,196 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $66,196 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,878,274 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,878,274 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SOCIETY IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). MANAGEMENT BELIEVES THAT THE SOCIETY OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVELS. THE SOCIETY ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SOCIETY CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE OF SPLIT INTEREST -6,638. |
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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID SNEAD | ||||||||||||||
| PRESIDENT AND CEO (TO 5/25) | $338,149 | $0 | $55,000 | $0 | $0 | $0 | $11,175 | $0 | $18,381 | $0 | $422,705 | $0 | $0 | $0 |
| MANETH DETHCHAN-BELTRAN | ||||||||||||||
| CHIEF OPERATING OFFICER/ CEO (AS OF | $269,738 | $0 | $0 | $0 | $0 | $0 | $7,540 | $0 | $9,819 | $0 | $287,097 | $0 | $0 | $0 |
| SARAH MANOOG | ||||||||||||||
| VP MARKETING | $217,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $694 | $0 | $217,694 | $0 | $0 | $0 |
| GUDRUN-MARION WESTGATE | ||||||||||||||
| MAJOR GIFT OFFICER | $124,023 | $0 | $0 | $0 | $0 | $0 | $3,722 | $0 | $26,246 | $0 | $153,991 | $0 | $0 | $0 |
| REBECCA KING | ||||||||||||||
| VP DEVELOPMENT | $140,085 | $0 | $0 | $0 | $0 | $0 | $3,375 | $0 | $6,879 | $0 | $150,339 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3400 | ContributionCnt |
| Noncash Contributions Rpt F990 | $607,650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ACKNOWLDEGEMENT 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 SUSTANTIATED 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 XI, LINE 9: | CHANGE IN SPLIT INTEREST -6,638. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION DURING THE TAX YEAR. |
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