2024-05-14T15:13:22-05:00 2023-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2022-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2024-05-14 1 DAVID SNEAD 999009999 1 PATRICK J MARTIN P00283486 4012742001 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 21733310 0 X WWW.HANDELANDHAYDN.ORG X 1815 MA TO PERFORM BAROQUE AND CLASSICAL MUSIC AT THE HIGHEST LEVELS OF ARTISTIC EXCELLENCE AND TO SHARE THAT MUSIC WITH AS LARGE AND DIVERSE AN AUDIENCE AS POSSIBLE. THE SOCIETY IS EQUALLY DEDICATED TO FOSTERING THE LOVE, KNOWLEDGE, AND PERFORMANCE OF MUSIC AMONG YOUNG PEOPLE, ESPECIALLY THOSE IN UNDER-SERVED SCHOOLS AND COMMUNITIES, THROUGH THE KAREN S. AND GEORGE D. LEVY EDUCATIONAL OUTREACH PROGRAM. 34 34 225 0 0 0 19971076 11505345 1887618 1913291 1155905 1341474 -146304 56793 22868295 14816903 0 0 0 0 3984586 3279679 0 0 1342836 4273153 6020647 8257739 9300326 14610556 5516577 29038335 37192493 1195987 2256888 27842348 34935605 X 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. 0 0 4969954 1797094 THE HANDEL AND HAYDN SOCIETY'S 2022-23 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. 803830 172990 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. 5773784 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 98 0 225 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MANETH DETHCHAN-MANIBUSAN 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 40.00 X X 453721 0 16023 ROBERT N SHAPIRO CHAIR 2.00 X X 0 0 0 JULIA D COX VICE CHAIR 1.00 X X 0 0 0 DEBORAH FIRST VICE CHAIR 1.00 X X 0 0 0 NICHOLAS GLEYSTEEN VICE CHAIR 1.00 X X 0 0 0 W CARL KESTER VICE CHAIR 1.00 X X 0 0 0 KAREN S LEVY VICE CHAIR 1.00 X X 0 0 0 MICHAEL S SCOTT MORTON VICE CHAIR 1.00 X X 0 0 0 KATHLEEN W WELD VICE CHAIR 1.00 X X 0 0 0 JUDITH VERHAVE VICE CHAIR 1.00 X X 0 0 0 DAVID R WEAVER TREASURER 1.00 X X 0 0 0 ELIZABETH REZA SECRETARY 1.00 X X 0 0 0 DR FRANK CLARK GOVERNOR 1.00 X 0 0 0 DAVID B ELSBREE GOVERNOR 1.00 X 0 0 0 DR PHILIP V GERDINE GOVERNOR 1.00 X 0 0 0 JAMES HOYTE GOVERNOR 1.00 X 0 0 0 JANINA LONGTINE GOVERNOR 1.00 X 0 0 0 JOSEPH MARI GOVERNOR 1.00 X 0 0 0 ANTHONY T MOOSEY GOVERNOR 1.00 X 0 0 0 DR STEPHEN MORRISSEY GOVERNOR 1.00 X 0 0 0 MICHAEL OLIVERI GOVERNOR 1.00 X 0 0 0 CAROLYN POPE GOVERNOR 1.00 X 0 0 0 CATHERINE POWELL GOVERNOR 1.00 X 0 0 0 BRENDA GRAY RENY GOVERNOR 1.00 X 0 0 0 ARTHUR ROBINS GOVERNOR 1.00 X 0 0 0 GEORGE SACERDOTE GOVERNOR 1.00 X 0 0 0 EMILY F SCHABAKER GOVERNOR 1.00 X 0 0 0 SUSAN M STEMPER GOVERNOR 1.00 X 0 0 0 JEFFREY THOMAS GOVERNOR 1.00 X 0 0 0 NANCY B TOOKE GOVERNOR 1.00 X 0 0 0 ELIZABETH WAX GOVERNOR 1.00 X 0 0 0 JEAN WOODWARD GOVERNOR 1.00 X 0 0 0 ELLEN T HARRIS GOVERNOR 1.00 X 0 0 0 CHRISTOPHER R YENS GOVERNOR 1.00 X 0 0 0 MANETH DETHCHAN-MANIBUSAN VP FINANCE AND ADMIN 40.00 X 199281 0 10669 IRA PEDLIKIN VP ARTISTIC PLANNING 40.00 X 101117 0 2901 MIKE PELUSE VP DEVELOPMENT 40.00 X 130821 0 10565 EMILY YODER REED VP EDUCATION AND COMMUNITY 40.00 X 121352 0 621 1006292 0 40779 5 0 1 0 0 172555 11332790 377865 11505345 CONCERT REVENUE 711300 1740301 1740301 PROGRAM RELATED INCOME 711300 172990 172990 1913291 502641 502641 7755240 6916407 838833 838833 838833 MISCELLANEOUS INCOME 711300 56793 56793 56793 14816903 1970084 0 1341474 X 611762 305881 213604 92277 2129537 941269 726878 461390 145993 98748 47245 185933 92347 50098 43488 206454 109057 55091 42306 165434 165434 3132084 2460047 209543 462494 501368 460530 5881 34957 508967 134093 363549 11325 120027 83717 578 35732 125305 67229 32094 25982 72388 19387 25479 27522 65166 65166 88279 88279 MISCELLANEOUS 444945 233767 110232 100946 PERFORMANCE HALL, INSTR 432477 430401 2076 ELECTRONIC MEDIA 168636 168636 TOURING AND TECHNICAL P 149852 149852 45719 18823 24555 2341 9300326 5773784 2183706 1342836 443989 65501 6260033 808051 3464924 7643441 39860 29443 234286 263886 1059766 884839 169381 174927 18425862 27652894 0 554350 29038335 37192493 532126 402473 560162 907055 275000 103699 672360 1195987 2256888 X 1337137 225767 26505211 34709838 27842348 34935605 29038335 37192493 X 5516577 1580830 -4150 X X 0 1 X 1 1 1 X 3301925 4149572 5069151 19971096 11505345 43997089 1976306 1558452 2554 1887618 1913291 7338221 491038 223191 159064 206580 56793 1136666 5769269 5931215 5230769 22065294 13475429 52471976 1099871 1866927 739822 10738521 1474291 15919432 526623 526623 1099871 1866927 739822 11265144 1474291 16446055 36025921 191903 219773 205785 272378 502641 1392480 191903 219773 205785 272378 502641 1392480 5961172 6150988 5436554 22337672 13978070 53864456 0.66880 0.61790 0.02590 0.02280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24416865 3446788 2917902 548987 30232568 15582574 12601997 -3309730 457976 24416865 11854570 590000 3594320 456316 15582574 12024827 150222 66075 386554 11854570 11337116 549255 571523 433067 12024827 0.00000 0.00890 0.99110 0 0 1059766 884839 174927 174927 SPLIT INTEREST AGREEMENT 99636 OPERATING LEASE PAYABLE 572724 672360 X 16424083 1580830 30500 -4150 1607180 14816903 0 14816903 9330826 30500 30500 9300326 0 9300326 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 -4,150. X X X 0 0 0 0 0 0 0 0 0 DAVID SNEAD PRESIDENT AND CEO 318448 0 135273 0 0 0 0 0 16023 0 469744 0 0 0 MANETH DETHCHAN-MANIBUSAN VP FINANCE AND ADMIN 199281 0 0 0 0 0 0 0 10669 0 209950 0 0 0 X 2927 377865 FMV DONATED PROPERTY 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEVERAL OF OUR BOARD MEMBERS ARE ATTORNEYS AT ROPES & GRAY, A COUNSEL TO HANDEL & HAYDN. FORM 990, PART VI, SECTION B, LINE 11B A COPY IS PROVIDED TO THE BOARD CHAIR AND TREASURER BEFORE FILING. HARD COPIES ARE ALSO DISTRIBUTED TO ALL MEMBERS OF ITS GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING HELD BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER RECEIVES A COPY OF THE POLICY IN THEIR ANNUAL BOARD HANDBOOK. IN ADDITION, THE ORGANIZATION HAS THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST 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 IX, LINE 11G PROFESSIONAL ARTISTS: PROGRAM SERVICE EXPENSES 2,170,978. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,635. TOTAL EXPENSES 2,181,613. CONSULTANTS: PROGRAM SERVICE EXPENSES 289,069. MANAGEMENT AND GENERAL EXPENSES 209,543. FUNDRAISING EXPENSES 451,859. TOTAL EXPENSES 950,471. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST -4,150. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.