Civic Intelligence

Handel and Haydn Society

EIN 04-2126598 • 501(c)3 • Boston, MA

Pub. 78 Eligible

View Organization Page

Profile

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.

9 Harcourt StreetBoston, MA 02116

www.handelandhaydn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.07x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.48x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

7th percentile

-36%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

77th percentile

$422,705

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

39th percentile

2.2%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

6th percentile

-37%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$42,093,535

Up $918,117 (+2.2%) from 2024

Liabilities

Up

$3,156,167

Up $1,390,915 (+79%) from 2024

Net Assets

Down

$38,937,368

Down $472,798 (-1.2%) from 2024

Operations
Liabilities / Revenue65th percentileNet Margin7th percentile

Revenue

Down

$6,537,602

Down $3,864,928 (-37%) from 2024

Expenses

Down

$8,878,274

Down $681,446 (-7.1%) from 2024

Net Income

Down

-$2,340,672

Down $3,183,482 (-378%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $4,092,559Liabilities 2011: $695,906Net Assets 2011: $3,396,6532011Assets 2012: $4,463,169Liabilities 2012: $706,221Net Assets 2012: $3,756,9482012Assets 2013: $8,536,019Liabilities 2013: $778,025Net Assets 2013: $7,757,9942013Assets 2014: $11,026,444Liabilities 2014: $885,542Net Assets 2014: $10,140,9022014Assets 2015: $12,752,579Liabilities 2015: $861,974Net Assets 2015: $11,890,6052015Assets 2016: $11,944,978Liabilities 2016: $855,376Net Assets 2016: $11,089,6022016Assets 2017: $12,767,823Liabilities 2017: $1,135,871Net Assets 2017: $11,631,9522017Assets 2018: $13,756,972Liabilities 2018: $1,258,110Net Assets 2018: $12,498,8622018Assets 2019: $14,202,349Liabilities 2019: $1,382,346Net Assets 2019: $12,820,0032019Assets 2020: $14,572,971Liabilities 2020: $1,659,072Net Assets 2020: $12,913,8992020Assets 2021: $18,851,972Liabilities 2021: $1,334,138Net Assets 2021: $17,517,8342021Assets 2022: $29,038,335Liabilities 2022: $1,195,987Net Assets 2022: $27,842,3482022Assets 2023: $37,192,493Liabilities 2023: $2,256,888Net Assets 2023: $34,935,6052023Assets 2024: $41,175,418Liabilities 2024: $1,765,252Net Assets 2024: $39,410,1662024Assets 2025: $42,093,535Liabilities 2025: $3,156,167Net Assets 2025: $38,937,3682025

Highlighted filing

2025

Assets$42,093,535
Liabilities$3,156,167
Net Assets$38,937,368
Open 2025 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $3,746,645Expenses 2011: $3,149,798Net Income 2011: $596,8472011Revenue 2012: $3,617,988Expenses 2012: $3,257,693Net Income 2012: $360,2952012Revenue 2013: $7,647,288Expenses 2013: $3,646,242Net Income 2013: $4,001,0462013Revenue 2014: $6,664,791Expenses 2014: $4,281,883Net Income 2014: $2,382,9082014Revenue 2015: $7,298,077Expenses 2015: $5,075,401Net Income 2015: $2,222,6762015Revenue 2016: $4,248,152Expenses 2016: $5,298,019Net Income 2016: -$1,049,8672016Revenue 2017: $4,797,781Expenses 2017: $5,044,614Net Income 2017: -$246,8332017Revenue 2018: $6,028,984Expenses 2018: $5,606,743Net Income 2018: $422,2412018Revenue 2019: $6,288,780Expenses 2019: $5,944,644Net Income 2019: $344,1362019Revenue 2020: $6,379,182Expenses 2020: $5,935,216Net Income 2020: $443,9662020Revenue 2021: $5,953,779Expenses 2021: $4,250,663Net Income 2021: $1,703,1162021Revenue 2022: $22,868,295Expenses 2022: $8,257,739Net Income 2022: $14,610,5562022Revenue 2023: $14,816,903Expenses 2023: $9,300,326Net Income 2023: $5,516,5772023Revenue 2024: $10,402,530Expenses 2024: $9,559,720Net Income 2024: $842,8102024Revenue 2025: $6,537,602Expenses 2025: $8,878,274Net Income 2025: -$2,340,6722025

Highlighted filing

2025

Revenue$6,537,602
Expenses$8,878,274
Net Income-$2,340,672
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,093,535
Liabilities
$3,156,167
Net assets
$38,937,368
Revenue
$6,537,602
Expenses
$8,878,274
Net income
-$2,340,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$42.1$3.16$38.9$6.54$8.88$2.34
2024Detailed filing. Detailed filing data is available for this year.$41.2$1.77$39.4$10.4$9.56$0.84
2023Detailed filing. Detailed filing data is available for this year.$37.2$2.26$34.9$14.8$9.30$5.52
2022Detailed filing. Detailed filing data is available for this year.$29.0$1.20$27.8$22.9$8.26$14.6
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$1.33$17.5$5.95$4.25$1.70
2020Detailed filing. Detailed filing data is available for this year.$14.6$1.66$12.9$6.38$5.94$0.44
2019Detailed filing. Detailed filing data is available for this year.$14.2$1.38$12.8$6.29$5.94$0.34
2018Detailed filing. Detailed filing data is available for this year.$13.8$1.26$12.5$6.03$5.61$0.42
2017Detailed filing. Detailed filing data is available for this year.$12.8$1.14$11.6$4.80$5.04$0.25
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.86$11.1$4.25$5.30$1.05
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.86$11.9$7.30$5.08$2.22
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.89$10.1$6.66$4.28$2.38
2013Summary only. Only limited summary data is available for this year.$8.54$0.78$7.76$7.65$3.65$4.00
2012Summary only. Only limited summary data is available for this year.$4.46$0.71$3.76$3.62$3.26$0.36
2011Summary only. Only limited summary data is available for this year.$4.09$0.70$3.40$3.75$3.15$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 15, 2026
Return Version
2024v5.5
Gross Receipts
$8,167,082
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,519,154$37,038,078▲ $2,518,924
Pledges and Grants Receivable$5,523,688$3,955,867▼ $1,567,821
Cash and Non-Interest-Bearing Accounts$202,427$343,585▲ $141,158
Prepaid Expenses and Deferred Charges$200,911$200,537▼ $374
Savings and Temporary Cash Investments$114,585$162,652▲ $48,067
Land, Buildings, and Equipment, Net$159,113$128,210▼ $30,903
Accounts Receivable$75,545$63,894▼ $11,651
Total Assets$41,175,418$42,093,535▲ $918,117
Other Assets Total$379,995$200,712▼ $179,283
Liabilities
Unsecured Notes Loans Payable-$1,500,000-
Accounts Payable and Accrued Expenses$474,547$701,959▲ $227,412
Deferred Revenue$778,762$601,462▼ $177,300
Other Liabilities$511,943$352,746▼ $159,197
Total Liabilities$1,765,252$3,156,167▲ $1,390,915
Net Assets / Fund Balance
Net Assets With Donor Restrictions$39,945,438$41,265,596▲ $1,320,158
Net Assets Without Donor Restrictions$-535,272$-2,328,228▼ $1,792,956
Total Net Assets Fund Balance$39,410,166$38,937,368▼ $472,798
Total Liabilities and Net Assets / Fund Balance$41,175,418$42,093,535▲ $918,117

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$128,210$1,014,546$1,142,756

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$37,409,771$115,216▲ $3,684,541$1,158,827$40,050,701
2023$30,232,568$3,233,846▲ $4,952,322$1,008,965$37,409,771
2022$24,416,865$3,446,788▲ $2,917,902$548,987$30,232,568
2021$15,582,574$12,601,997▼ $3,309,730$457,976$24,416,865
2020$11,854,570$590,000▲ $3,594,320$456,316$15,582,574
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David SneadPresident and CEO (to 5/25)FT$338,149$84,556$422,705
Maneth Dethchan-beltranChief Operating Officer/ CEO (as of 5/25)FT$269,738$17,359$287,097
Maneth Dethchan-beltranChief Operating Officer/ CEO (as of-$269,738$17,359$287,097
Sarah ManoogVP MarketingFT$217,000$694$217,694
Gudrun-marion WestgateMajor Gift OfficerFT$124,023$29,968$153,991
Rebecca KingVP DevelopmentFT$140,085$10,254$150,339
Ira PedlikinVP Artistic PlanningFT$136,007$6,727$142,734
Emily Yoder ReedVP of Strategic PartnersFT$122,741$4,268$127,009

Board Members and Trustees

NameTitle
Robert N ShapiroChair
Deborah FirstVice Chair
Judith VerhaveVice Chair
Karen S LevyVice Chair
W Carl KesterVice Chair
Kathleen W WeldVice Chair (to 10/24)
Arthur RobinsGovernor
Brenda Gray RenyGovernor
Carolyn PopeGovernor
Catherine PowellGovernor
Christopher YensGovernor
Dr Ellen T HarrisGovernor
Dr Frank ClarkGovernor
Dr Holly Maze CarterGovernor
Dr Philip V GerdineGovernor
Dr Stephen MorrisseyGovernor
Dr Teresa CacheroGovernor
Elizabeth WaxGovernor
Emily F SchabakerGovernor
George SacerdoteGovernor
Gerard CoxGovernor
James HoyteGovernor
Jean WoodwardGovernor
Jeffrey ThomasGovernor
Joseph MariGovernor
Julia D CoxGovernor
Michael OliveriGovernor
Michael S Scott MortonGovernor
Michele RosielloGovernor
Patricia KungGovernor
David GoldenheimGovernor (as of 12/24)
Susan M StemperGovernor (to 06/25)
Nancy B TookeGovernor (to 10/24)
Janina LongtineGovernor (to 12/24)
Elizabeth RezaSecretary
David R WeaverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,789,954
Program Service Revenue
$1,888,632
Investment Income
$1,805,095
Other Revenue
$53,921
All Other Contributions
$2,653,854
Change in Net Assets
$-2,340,672

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3,400$607,650Fair Market Value (FMV)
Total Noncash Contributions3,400$607,650-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,537,602
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,934,070
Total Revenue per Audited Statements
$8,471,672
Total Revenue per Form 990
$6,537,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,653,054
Other Expenses$3,225,220
Total Fundraising Expense$1,733,877
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,866,671$52,331$975,301$3,894,303
Fees for Services Other$549,380$87,183$160,245$796,808
Current Officers, Directors, Trustees, and Key Employees$303,163$145,427$202,804$651,394
Other Employee Benefits$446,992$62,985$70,561$580,538
Advertising$480,697$15,092$26,700$522,489
Payroll Taxes$275,730$41,582$48,591$365,903
Occupancy$169,594$63,737$42,900$276,231
Pension Plan Contributions$126,141$16,572$18,203$160,916
Office Expenses$104,292$10,253$19,365$133,910
Insurance$58,361$21,933$14,763$95,057
Other Expenses$47,337$12,252$18,579$78,168
All Other Expenses$24,694$9,938$36,724$71,356
Travel$54,202$1,206$14,804$70,212
Depreciation Depletion-$69,583-$69,583
Fees for Services Accounting-$52,679-$52,679
Total Functional Expenses$6,366,321$778,076$1,733,877$8,878,274

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,944,470
Expenses per Audited Statements$8,878,274
Total Expenses per Form 990$8,878,274
Expenses Not Reported on Form 990$66,196
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Payable$223,337
Split Interest Agreement$129,409
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Handel and Haydn Society
EIN
04-2126598
Phone
6172621815
Address
9 HARCOURT STREET, BOSTON, MA 02116

Signing Officer

Name
Maneth Dethchan-beltran
Title
COO/CEO
Phone
6172621815
Signed
2026-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maneth Dethchan-beltran
Formed
1815
Legal Domicile
Ma
Voting Board Members
34
Independent Board Members
33
Employees
252
Volunteers
37

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Patrick J Martin
Phone
4012742001
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 904 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR (AS OF 12/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT AND CEO (TO 5/25)
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21GOVERNOR (TO 12/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt22GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt26GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt28VICE CHAIR (TO 10/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt29GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32GOVERNOR (TO 10/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt33GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt35GOVERNOR (TO 06/25)
IRS990/Form990PartVIISectionAGrp/TitleTxt36VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt37CHIEF OPERATING OFFICER/ CEO (AS OF 5/25)
IRS990/Form990PartVIISectionAGrp/TitleTxt38VP OF STRATEGIC PARTNERS
IRS990/Form990PartVIISectionAGrp/TitleTxt39MAJOR GIFT OFFICER

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