2025-01-16T06:20:50-06:00 2024-06-30 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2023-07-01 042126598 HANDEL AND HAYDN SOCIETY HAND 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 6172621815 2025-01-15 1 1 PATRICK J MARTIN P00283486 4012742001 2025-01-15 2023 2024-10-15 13:58:12Z DAVID SNEAD 9 HARCOURT STREET BOSTON MA 02116 15678804 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. 36 35 249 38 0 0 11505345 6801176 1913291 2209880 1341474 1336364 56793 55110 14816903 10402530 0 0 0 0 3279679 5602243 0 0 1695772 6020647 3957477 9300326 9559720 5516577 842810 37192493 41175418 2256888 1765252 34935605 39410166 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 6072616 2160027 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. 889333 104963 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. 6961949 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 58 0 1 249 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 36 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MANETH DETHCHAN-BELTRAN 6172621815 9 HARCOURT STREET BOSTON MA 02116 DAVID SNEAD PRESIDENT AND CEO 40.00 X X 380773 0 28352 ROBERT N SHAPIRO CHAIR 2.00 X X 0 0 0 JULIA D COX GOVERNOR (AS OF 10/23) 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 GOVERNOR 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 (TO 10/23) 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 (TO 10/23) 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 DR ELLEN T HARRIS GOVERNOR 1.00 X 0 0 0 CHRISTOPHER R YENS GOVERNOR (TO 10/23) 1.00 X 0 0 0 DR TERESA CACHERO GOVERNOR (AS OF 10/23) 1.00 X 0 0 0 DR HOLLY MAZE CARTER GOVERNOR (AS OF 10/23) 1.00 X 0 0 0 GERARD COX GOVERNOR (AS OF 10/23) 1.00 X 0 0 0 PATRICIA KUNG GOVERNOR (AS OF 02/24) 1.00 X 0 0 0 MICHELE ROSIELLO GOVERNOR (AS OF 02/24) 1.00 X 0 0 0 MANETH DETHCHAN-BELTRAN CHIEF OPERATING OFFICER 40.00 X 253555 0 16429 IRA PEDLIKIN VP ARTISTIC PLANNING 40.00 X 124254 0 6317 GUDRUN-MARION WESTGATE INTERIM VP DEVELOPMENT 40.00 X 117497 0 27636 EMILY YODER REED VP EDUCATION AND COMMUNITY 40.00 X 124303 0 4366 SARAH MANOOG VP MARKETING 40.00 X 218000 0 993 RYAN G LOSEY VP DEVELOPMENT 1.00 X 122846 0 8590 1341228 0 92683 7 0 1 0 0 203200 6597976 760743 6801176 CONCERT REVENUE 711300 2104917 2104917 PROGRAM RELATED INCOME 711300 104963 104963 2209880 758008 758008 5854630 5276274 578356 578356 578356 MISCELLANEOUS INCOME 711300 55110 55110 55110 10402530 2264990 0 1336364 X 653077 308118 179178 165781 3798166 2913292 76194 808680 172421 129678 25585 17158 698811 514938 109371 74502 279768 202638 44837 32293 59794 59794 992443 689974 34004 268465 561633 530393 1085 30155 106769 90002 9489 7278 122453 69631 32879 19943 279608 178100 57698 43810 114405 103340 3455 7610 90429 90429 82725 52532 18408 11785 PERFORMANCE HALL, INSTR 676528 673913 2615 ELECTRONIC MEDIA 381344 380694 650 MISCELLANEOUS 230159 37464 60548 132147 TRANSACTIN FEES 120953 48998 13200 58755 138234 38244 85845 14145 9559720 6961949 901999 1695772 65501 202427 808051 114585 7643441 5523688 29443 75545 263886 200911 1106395 947282 174927 159113 27652894 34519154 554350 379995 37192493 41175418 402473 474547 907055 778762 275000 672360 511943 2256888 1765252 X 225767 -535272 34709838 39945438 34935605 39410166 37192493 41175418 X 842810 3635911 -4160 X X 0 1 X 1 1 1 X 4149572 5069151 19971096 11505345 6802176 47497340 1558452 2554 1887618 1913291 2209880 7571795 223191 159064 206580 56793 55110 700738 5931215 5230769 22065294 13475429 9067166 55769873 1866927 739822 10738521 1474291 538110 15357671 526623 526623 1866927 739822 11265144 1474291 538110 15884294 39885579 219773 205785 272378 502641 758008 1958585 219773 205785 272378 502641 758008 1958585 6150988 5436554 22337672 13978070 9825174 57728458 0.69090 0.66880 0.03390 0.02590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30232568 3233846 4952322 1008965 37409771 24416865 3446788 2917902 548987 30232568 15582574 12601997 -3309730 457976 24416865 11854570 590000 3594320 456316 15582574 12024827 150222 66075 386554 11854570 0.00000 0.00720 0.99279 0 0 1106395 947282 159113 159113 SPLIT INTEREST AGREEMENT 95582 OPERATING LEASE PAYABLE 416361 511943 X 14063773 3635911 29492 -4160 3661243 10402530 0 10402530 9589212 29492 29492 9559720 0 9559720 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 -4,160. X X X 0 0 0 0 0 0 0 0 0 DAVID SNEAD PRESIDENT AND CEO 330773 0 50000 0 0 0 10950 0 17402 0 409125 0 0 0 MANETH DETHCHAN-BELTRAN CHIEF OPERATING OFFICER 233555 0 20000 0 0 0 7370 0 9059 0 269984 0 0 0 SARAH MANOOG VP MARKETING 198000 0 20000 0 0 0 429 0 564 0 218993 0 0 0 X 12442 760743 FMV 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 365,632. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 365,632. CONSULTANTS: PROGRAM SERVICE EXPENSES 186,415. MANAGEMENT AND GENERAL EXPENSES 26,434. FUNDRAISING EXPENSES 227,605. TOTAL EXPENSES 440,454. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 137,927. MANAGEMENT AND GENERAL EXPENSES 7,570. FUNDRAISING EXPENSES 40,860. TOTAL EXPENSES 186,357. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST -4,160. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION DURING THE TAX YEAR.