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Handel and Haydn Society

 9 Harcourt Street
 Boston, MA 02116
[P] (617) 262-1815
[F] (617) 266-4217
www.handelandhaydn.org
[email protected]
Mike Peluse
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INCORPORATED: 1815
 Printable Profile (Summary / Full)
EIN 04-2126598

LAST UPDATED: 09/21/2017
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years Yes

Summary

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Mission StatementMORE »

The Handel and Haydn Society’s mission is to enrich life and influence culture by performing Baroque and Classical music at the highest levels of artistic excellence, and by providing engaging, accessible, and broadly inclusive music education and training activities. H+H’s Period Instrument Orchestra and Chorus present live and recorded historically informed performances of this repertoire in ways that stimulate the musical and cultural development of our Greater Boston community and contemporary audiences across the nation and beyond.

Mission Statement

The Handel and Haydn Society’s mission is to enrich life and influence culture by performing Baroque and Classical music at the highest levels of artistic excellence, and by providing engaging, accessible, and broadly inclusive music education and training activities. H+H’s Period Instrument Orchestra and Chorus present live and recorded historically informed performances of this repertoire in ways that stimulate the musical and cultural development of our Greater Boston community and contemporary audiences across the nation and beyond.


FinancialsMORE »

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income $5,226,800.00
Projected Expense $5,181,190.00

ProgramsMORE »

  • 2015–2016 Season
  • Karen S. and George D. Levy Education Program

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

The Handel and Haydn Society’s mission is to enrich life and influence culture by performing Baroque and Classical music at the highest levels of artistic excellence, and by providing engaging, accessible, and broadly inclusive music education and training activities. H+H’s Period Instrument Orchestra and Chorus present live and recorded historically informed performances of this repertoire in ways that stimulate the musical and cultural development of our Greater Boston community and contemporary audiences across the nation and beyond.


Background Statement

The Handel and Haydn Society was founded in Boston on March 24, 1815, by a diverse group of working class citizens, merchants, musicians, and professionals, dedicated to promoting the love and performance of choral music. By establishing H+H under the joint patronage of Handel (1685–1759) and Haydn (1732–1809), the founders proclaimed their commitment to the great music of the past and present.


H+H gave its first concert on Christmas Day 1815, at King’s Chapel, with a chorus of 100. In 1818, H+H gave the American premiere of Handel’s complete Messiah, and, in 1819, the American premiere of Haydn’s complete Creation

 

H+H’s publishing ventures, in the 1820s–40s, advanced the cause of quality, accessible music by putting inexpensive editions into the hands of church choirs and amateur musicians all along the East Coast. By publishing oratorios, as well as performing them, H+H further contributed to their dissemination and place in the standard repertory.

 

Throughout the mid- to late 19th century, H+H gave American and Boston premieres of countless large-scale works by great and now-neglected composers. In 1892, it gave the world premiere of Amy Beach’s Mass in E-flat, the first mass written by an American woman. H+H also participated in public and state ceremonies, presidential memorial services, and benefit concerts for causes ranging from the Union Army to victims of the Chicago Fire.

 

In 1967, Music Director Thomas Dunn turned H+H’s large amateur chorus into a professional ensemble and introduced Baroque vocal technique. Christopher Hogwood, a pioneer of the historically informed performance movement, succeeded Dunn in 1986, and introduced period instruments. He transformed H+H into a leading period ensemble, led its Lincoln Center and European debuts, and initiated unique artistic collaborations. Under Music Director Grant Llewellyn (2001–06) and advisor Sir Roger Norrington (2007–08), H+H made its BBC Proms debut, earned a Grammy, and had two Billboard top 10 albums.

 

Since Artistic Director Harry Christophers, world-renowned choral and period performance expert, arrived in 2009, H+H has achieved tremendous artistic growth and is known as one of the nation’s preeminent period ensembles and finest professional choruses.

Impact Statement

Accomplishments

 

  1. Leveraged Bicentennial to reach a broad and diverse cross-section of the Greater Boston community. The celebration has inspired critical praise and featured coverage from the international press. The New York Times called it “an anniversary genuinely worth toasting.” As part of the celebration, H+H released a book; opened an exhibition at the Boston Public Library, attracting over 45,000 visitors from around the globe; commissioned and premiered a work from American composer Gabriela Lena Frank; and gave a free, open air, performance of Beethoven’s Symphony No. 9, reaching 6,000 people.
  2. Tremendous artistic growth and ambitious programming since Harry Christophers became Artistic Director in 2009. Features in The Boston Globe, The New Yorker, The Wall Street Journal, The New York Times, Los Angeles Times, and Gramophone (UK). Dubbed the "best chorus in New England" (The Hub Review [Boston]).
  3. Strong H2 Young Professionals initiative: 30% of total audience is ages 18–44. H2 is known among Boston arts organizations as a successful model for engaging new and younger audiences.
  4. H+H reaches a worldwide audience through its ambitious recording projects. Six recordings released on the CORO label since 2010.
  5. Steady financial health. Balanced FY11-FY15 budgets with modest surpluses after depreciation.
Goals
  1. Achieve a global reputation as America's preeminent, most innovative and forward-thinking period ensemble.
  2. Broaden audience demographics to reflect the community's diversity while reaffirming H+H's historical legacy and impact on the country's cultural development.
  3. Education people of all ages to develop future generations of Baroque and Classical music audiences and performers. Provide engaging and accessible music training programs and be a resource for professional development.
  4. Employ new media and digital means for both community engagement and global music distribution.
  5. Be a model of nonprofit best practice and sustainability.

 


Needs Statement

For 200 years, H+H has enriched the cultural landscape of Greater Boston through music making and music education.  The continued strategic growth of H+H’s artistic and education programming requires:

1. Education Program growth is grounded in H+H’s commitment to making its programming accessible to all students in the Greater Boston area. Funding supports:
  • Scholarships for students participating in the Vocal Arts Program, a rigorous, out of school vocal training program.
  • Free, age-appropriate, in-school performances that introduce students to classical music.
  • Collaborative Youth Concerts, a program that brings high school choruses together to perform in their communities and at Symphony Hall.
  • Expansion of work in the Boston Public Schools, which provides year-long, sequential, music classes to elementary schools that cannot otherwise offer music education
2. Audience Development is a critical to H+H’s ongoing success. Funding supports strategies to retain existing audience members and reach new audiences as the face of Boston becomes younger and more diverse.
 
3. Endowment growth to support expanded operations and flexible programming, and to provide diversified sources of operating revenue in times of economic volatility.

 


CEO Statement

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Board Chair Statement

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Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
STATEWIDE
NATIONAL
GREATER BOSTON REGION, MA

New England

  • 2,700 annual subscribers
  • 18,000 single-ticket buyers
  • 25,000 radio and online listeners (99.5 WCRB)
  • 10,000 students reached through the Karen S. and George D. Levy Education Program
 
National/Global
  • 400,000 radio and online listeners (National Public Radio, American Public Media)
  • § Additional concert goers reached through an active touring schedule including performances this season in California, Montreal, and Washington, D.C.

Organization Categories

  1. Arts,Culture & Humanities - Music
  2. Arts,Culture & Humanities - Performing Arts
  3. Arts,Culture & Humanities - Arts Education

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

Yes

Programs

2015–2016 Season

H+H’s 201st season, Artistic Director Harry Christophers’ seventh, comprises 19 concerts at Symphony Hall, Jordan Hall, and Sanders Theatre. It opens with Mozart’s Requiem and includes Handel’s Messiah, a Boston holiday tradition. The season also includes Holiday Sing, a family friendly concert featuring H+H’s youth choruses; Bach’s powerful St. John Passion; and Handel’s dramatic Saul, which H+H has not previously performed in its entirety, and will feature internationally renowned soloists, H+H’s professional chorus and period orchestra, and H+H youth singers.

 

Budget  $2,958,244.00
Category  Arts, Culture & Humanities, General/Other Musical Performances
Population Served General/Unspecified
Program Short-Term Success 

H+H’s artistic goals and intended outcomes each season are to:


 

  • Engage audiences in dramatic and artistically outstanding interpretations of Baroque and Classical music, making each concert a unique experience and H+H a destination.
  • Challenge the standards of classical music in terms of venue, format, and time, and juxtapose music with other arts forms to enhance live concert experiences.
  • Approach programming with an educational perspective to deepen audiences’ understanding and appreciation of the music and increase community learning and participation.
  • Employ media and technology that increase accessibility to programming and allow audiences to curate their own experiences.
  • Promote emerging talent alongside established artists, honoring a legacy of artistic development and making H+H a destination for musicians.

 

Program Long-Term Success 

H+H, considered the country’s oldest continuously performing arts organization, is approaching its Bicentennial in 2015. Throughout its 200-year history, it has consistently demonstrated its commitment to artistic excellence, integrity, and innovation.


With Artistic Director Harry Christophers’ appointment in 2008 (tenure began 2009), H+H entered a new era of artistic excellence and recognition. Christophers has since achieved tremendous growth and has ambitious plans for H+H, and his potential for long-term success is widely recognized:

 

  • “Onstage, [Harry Christophers] has what it takes to inspire the Society’s fine musicians.” (Barbara Jepson, The Wall Street Journal)
  • “Clearly Mr. Christophers has successfully completed the next step in his artistic mission at Handel and Haydn. We can't wait for the rest of the journey.” (Tom Garvey, The Hub Review)

 

Mr. Christophers’ contract was extended through the 2017-2018 season, ensuring consistent artistic leadership through H+H’s Bicentennial.

Program Success Monitored By 

Indicators of success

  • Concert attendance
  • Ticket revenue
  • Patron acquisition and retention rates
  • Diversity of patron ethnicities, ages, income levels, and geographies
  • Broadcast listenership
  • Press coverage and acclaim (regional, national, international)
  • Social media activity
  • Contributed revenue; Board recruitment and volunteering; event participation
  • Education/outreach program participation: size and diversity of constituency; social media engagement; progression from education/outreach program participants and families to concertgoers to donors

 

Tools to measure progress

  • Formal and informal audience feedback collection (e.g., at-concert and online surveys; social media monitoring; direct feedback via personal communication)
  • Sales trends and revenue analyses
  • Detailed audience demographic profiles generated with TRG Arts (national consultant) data analysis tools
  • Educational and outreach programming feedback collection (from students, families, educators, and community leaders)
Examples of Program Success 

Audience Development

  • New attendees: 3,456 households (21% of 15,548 total attendees)
  • Subscriber retention rate: 80%
  • Young demographic: 30% audience ages 18–44

 

Critical Acclaim

  • “Inarguably the finest Messiah of Harry Christophers’ tenure… Christophers has brought the H&H chorus to a sublime peak. In fact I’d argue there’s no finer chorale in Boston at the moment; some are larger, of course, but none can boast the interpretive subtlety and expressive precision that is now the standard at H&H.” - The Hub Review (Tom Garvey), 12/13/14
  • “We should be grateful, though, that we have organizations such as H+H and the powerful direction of Aisslinn and Harry Christophers. Music making such as we heard on Halloween can only result in an increased appetite for such experiences and perhaps to further development of the movement. Let’s hope so.” - The Huffington Post (Tony Woodcock), 11/6/14
  • “Christophers conducted with a firm sense of the music’s theatricality, taking time to shape phrases through various shades of dynamics and occasional accents. The orchestra, following his every move, delivered playing of stirring energy.” - Boston Classical Review (Aaron Keebaugh), 1/24/15
  • “Plenty of musicians talk about reinvigorating familiar works; this performance — the product of a marvelously precise orchestra and a conductor willing to make creative use of it — was the rare outing that achieved it.” - The Boston Globe (David Weininger), 2/14/15

 

Karen S. and George D. Levy Education Program

Vocal music education for 10,000 children throughout eastern Mass. Components: 

  • Vocal Arts Program (VAP): Choral program for 175 students (grades 3–12) from over 50 communities. Includes six choruses, music theory lessons, and High School Soloists, a pre-professional vocal training program.
  • Collaborative Youth Concerts (CYC): 8 public high school choruses perform works with H+H’s Guest Conductor and professional musicians. Students perform in schools, bringing music to students’ home communities, and on-stage at Symphony Hall, opening one of H+H’s subscription series concerts.
  • Music Literacy in Boston Public Schools: Year-long, sequential instruction in low-income elementary schools without resources to provide music education.
  • In-School Performances: Professional vocal quartet and pianist give over 50 educational performances and lessons each year, at no cost to schools, for students in grades K–12 in nine districts.
Budget  $420,500.00
Category  Arts, Culture & Humanities, General/Other General Arts Education
Population Served K-12 (5-19 years) At-Risk Populations Families
Program Short-Term Success 

Overall Education Program

 

  • Strategically grow the number of students reached in all areas of the Education Program.
  • Increase the percentage of diverse students reached.
  • Increase the percentage of low-income students reached.

 

Vocal Arts Program

 

  • Maintain the percentage of VAP students receiving free or reduced tuition at approximately 50%, even while growing the overall number of participating students.
  • Maintain the percentage of VAP seniors who graduate high school at 100%.
  • Maintain the percentage of VAP seniors who enroll in college or conservatory at 95% or higher.
  • Increase the percentage of VAP seniors who major in music or attend conservatory from 32% to 33%.

 

Program Long-Term Success 

H+H’s education program, founded in 1985, has engaged Massachusetts youth through music for nearly three decades. The 2015-2016 school year is the 22nd anniversary of the Vocal Arts Program, which was established in 1994 in response to expressed community need for choral training and performance activities for students.


Long-term goals and outcomes

 

  • Provide children in Greater Boston with equal access to learn about and perform classical music, targeting highly diverse as well as low-income communities.
  • Give children a sense of purpose, pride, and accomplishment.
  • Develop mental discipline and analytical skills that apply to other academic fields.

 

Program Success Monitored By 

H+H’s education program is planned, implemented, and monitored by senior staff and the Education Committee of the Board. H+H surveys students and classroom teachers who see the Vocal Quartet, collects data and feedback from school chorus directors whose students sing in Collaborative Youth Concerts, and surveys VAP students and parents. VAP faculty monitor students’ progress and provide year-end written evaluations. H+H keeps contact with VAP graduates to track long-term outcomes and student successes.


H+H also invests in independent evaluation. The Leadership and Learning Foundation conducted an independent evaluation in 2012 and Dr. Sandra Nicolucci, Professor of Music Education at Boston University, conducted an independent evaluation in 2008.

Examples of Program Success 

2014–2015 School Year: Overall Education Program

 

  • Increased the number of students participating:
  •       VAP enrollment increased from 157 to 168.
  •       CYC participation increased from 386 to 395
  •       Boston Public School Partnerships students increased from 212 to 348
  • Maintained the number of school visits by H+H’s Vocal Quartet.
  • Increased percentage of low-income students participating in H+H’s Education Program from 61% to 71%
  • Increased percentage of students from diverse ethnic backgrounds from 61% to 75%.

2014-2015 School Year: Vocal Arts Program

  • Increased VAP enrollment from 157 to 168 students
  • Increased the percentage of students receiving financial aid from 48% to 49%
  • Increased the percentage of students from diverse ethnic backgrounds from 50% to 57%
  • 100% of VAP seniors graduated from high school and 100% enrolled in college or conservatory.
  • Increased the percentage of VAP seniors majoring in music or attend conservatory from 30% to 32%.


 


CEO/Executive Director/Board Comments


Management


CEO/Executive Director Mr. David Snead
CEO Term Start Oct 2015
CEO Email [email protected]
CEO Experience

David Snead joined H+H as the President and CEO in October 2015. Previous to this appointment, David was the Vice President of Marketing, Brand and Customer Experience for the New York Philharmonic. Prior to arriving at the Philharmonic in 2001, David led the marketing programs of the Pittsburgh Symphony, Guthrie Theater, Milwaukee Symphony and Hartford Symphony; he has also served as Associate Marketing Director of the Minnesota Orchestra, General Manager of the Richmond Symphony, and Executive Director of the Eastern Connecticut Symphony.

 

Snead has served as a faculty member for the League of American Orchestras’ Essentials of Orchestra Management, and was the lead faculty member for its Introduction to Orchestra Marketing seminars. He co-taught the League’s Executive Leadership Program for Marketing and Development Professionals, as well as its Patron Growth seminars. He is a regular lecturer at New York University and Drexel University, and has taught at the Juilliard School, the Manhattan School of Music, Carnegie Mellon University, and St. Olaf College. He has presented at conferences of the Association of British Orchestras; the Association of French Orchestras; the Association of Nordic Orchestras; the Association of Dutch Orchestras, Theaters and Dance Companies; Opera America; the Australian Council for the Arts; the League of American Orchestras; and at the National Arts Marketing Conference.

 

He is the author of “Subscribe Now: 30 Years Later,” which appeared in Symphony Magazine, Arts Reach, and American Theater.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Harry Christophers CBE Artistic Director

The 2013–2014 Season marks Harry Christophers’ fifth as Artistic Director of the Handel and Haydn Society. Appointed in 2008, he began his tenure with the 2009–2010 Season and has conducted Handel and Haydn each season since September 2006, when he led a sold-out performance in the Esterházy Palace at the Haydn Festival in Eisenstadt, Austria. Christophers and H+H have since embarked on an ambitious artistic journey that began with the 2010–2011 Season with a showcase of works premiered in the United States by the Handel and Haydn Society over the last 199 years, and the release of the first three of a series of recordings on CORO leading to the 2015 Bicentennial.

Christophers is known internationally as founder and conductor of the UK-based choir and period instrument ensemble The Sixteen. He has directed The Sixteen throughout Europe, America, Australia, and the Far East, gaining a distinguished reputation for his work in Renaissance, Baroque, and 20th-century music. In 2000, he instituted the Choral Pilgrimage, a tour of British cathedrals from York to Canterbury. He has recorded over 100 titles for which he has won numerous awards, including a Grand Prix du Disque for Handel Messiah, numerous Preise der Deutschen Schallplattenkritik (German Record Critics Awards), the coveted Gramophone Award for Early Music, and the prestigious Classical Brit Award (2005) for his disc entitled Renaissance. In 2009, he received one of classical music’s highest accolades, the Classic FM Gramophone Awards Artist of the Year Award. The Sixteen won the Baroque Vocal Award for Handel Coronation Anthems, a CD that also received a 2010 Grammy Award nomination.

Christophers is Principal Guest Conductor of the Granada Symphony Orchestra and a regular guest conductor with the Academy of St. Martin in the Fields. In addition to performing on the concert stage, he continues to lend his artistic direction to opera. In 2006, Mozart’s anniversary year, he conducted Mozart’s Mitridate for the Granada Festival, and after outstanding success at Buxton Opera in past seasons, he returned in 2012 to conduct Handel’s Jephtha. Previous productions include Mozart’s Die Zauberflöte and Purcell’s King Arthur for Lisbon Opera, Monteverdi’s Poppea, Gluck’s Orfeo, and Handel’s Ariodante for English National Opera, and the UK premiere of Messager’s Fortunio for Grange Park Opera.

Christophers is an Honorary Fellow of Magdalen College, Oxford, and also of the Royal Welsh Academy. In October 2008, he was awarded an Honorary Degree of Doctor of Music from the University of Leicester. He received a CBE (Commander of the Order of the British Empire) from the Queen of England in 2012 for services to music.

Ira Pedlikin Director of Artistic Planning and Education

Ira Pedlikin joined the Handel and Haydn Society in 2009. He oversees the artistic aspects of all of H+H’s artistic and educational programming. From 1998–2006, he was an Associate Manager, Attractions and Associate, Program & Travel at International Creative Management in New York. Prior to joining H+H, he was the Artist Coordinator of Symphony Center Presents at the Chicago Symphony Orchestra. He earned a Bachelor of Arts with honors from Brown University.

Mike Peluse Director of Development --
Emily Yoder Reed Director of Bicentennial and Community Engagement

Emily Reed joined the Handel and Haydn Society in 2007, most recently serving as Assistant Director of Development. As Director of Bicentennial and Community Engagement, effective May 2013, she is producing all aspects of the Bicentennial and overseeing H+H’s community-based programming, partnerships, and diversity and inclusion efforts. While overseeing all aspects of H&H’s Annual Fund and special events, her work transformed the Development department’s operations and contributed to a 35% increase in contributed revenue, and she more than doubled the net income from H+H’s annual gala fundraiser, to more than $250,000. Prior to joining H&H, she held positions at the Philadelphia Orchestra, Bravo Vail Valley Music Festival, and Music from Angel Fire. For more than a decade, she has mentored high school youth and created opportunities for them to engage with diverse communities throughout the country. She earned a BS in business administration and a BA in music from Bucknell University, and an MS in arts administration from Boston University.

Clifford Rust Director of Finance and Administration --

Awards

Award Awarding Organization Year
Grammy Award National Academy of Recording Arts and Sciences 2003
American Classical Music Hall of Fame American Classical Music Hall of Fame 2002

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Staff Information

Number of Full Time Staff 20
Number of Part Time Staff 6
Number of Volunteers 20
Number of Contract Staff 120
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 23
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 15
Male: 11
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration Yes

Risk Management Provisions

--

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Carl Kester
Board Chair Company Affiliation Harvard Business School
Board Chair Term Sept 2015 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Carolyn Aliski Retired, Real Estate Development NonVoting
Amy S. Anthony Executive Director & President, Preservation of Affordable Housing, Inc. Voting
Martha Hatch Bancroft Art Director, Weston Public Schools Voting
Richard D. Batchelder Jr. Partner, Ropes & Gray LLP Voting
Leo L. Beranek Founder, Bolt, Beranek & Newman Exofficio
Nancy Bradley Director, Massachusetts Family Institute Voting
Mary Briggs Community Volunteer --
Julian G. Bullitt President, Zink Imaging, Inc. Voting
Miguel Canizares Fidelity Management and Research Company Voting
Jane Carlson Gilmore, Rees & Carlson NonVoting
Louise Cashman Arts Advocate & Volunteer Voting
John S. Cornish Financial Diligence Networks, LLC Voting
Russell V. Corsini Jr. Director (retired), Deloitte Voting
Robert Cotta Linea 5 --
Julia D. Cox Financial Consultant Voting
Elizabeth Davis Retired, Digital Equipment Corporation NonVoting
Willma H. Davis Senior Managing Director (retired), John Hancock Financial Services Voting
Thomas B. Draper Partner, Ropes & Gray LLP Voting
David Elsbree Retired Partner, Deloitte & Touche LLP Voting
Todd Estabrook Chief Marketing Officer, Commonwealth Financial Network Voting
Sylvia Ferrell-Jones President & CEO, YWCA Boston Voting
Deborah S. First Communications Consultant Voting
Joseph M. Flynn Vice President, Howland Capital Management, Inc. Exofficio
Christina M. Frangos Associate Attorney Mintz Levin Voting
Howard Fuguet Of Counsel, Ropes & Gray LLP Voting
John W. Gerstmayr Partner, Ropes & Gray LLP NonVoting
Nicholas Gleysteen Senior VP, Portfolio Manager, Hellman, Jordan Management Co. Voting
Nancy Hammer Director of Human Resources, Peabody Essex Museum Voting
Roy A. Hammer Hemenway & Barnes Voting
Suzanne Hamner Retired Professor, Northeastern University Voting
Frederick Ilchman Museum of Fine Arts NonVoting
Paul V. Kelly Software Engineer, EMC Corporation Voting
Prof. W. Carl Kester Professor & Deputy Dean for Academic Affairs, Harvard Business School Voting
Mark A. King Senior Partner, Back Bay Life Science Advisors Voting
Claire Laporte Foley Hoag, LLP NonVoting
Karen S. Levy Education Specialist Voting
Winifred I. Li Partner, Ropes & Gray LLP Voting
Laura Lucke Arts Advocate & Volunteer NonVoting
Peter G. Manson Fundraising Consultant Voting
Kathleen McGirr Human Resources Consultant Voting
James F. Millea Partner, Holland & Knight LLP Voting
Anthony T. Moosey Associate, Daly, Crowley, Mofford & Durkee LLP Voting
Dr. Stephen Morrissey Managing Editor, New England Journal of Medicine Voting
Mary Nada Retired Social Worker, Boston Public Schools Voting
Michael Oliveri Senior Associate, PricewaterhouseCoopers Voting
Dr. Winifred B. Parker Physician Voting
Prema Popat Massachusetts Health Insurance Exchange NonVoting
Carolyn Pope Community Volunteer and Arts Advocate Voting
Catherine Powell Principal, Abakas Voting
Judith Lewis Rameior Arts Advocate & Volunteer Voting
Brenda Gray Reny Chief Operating Officer, Daintree Advisors LLC Voting
Alice E. Richmond Partner, Richmond, Pauley & Ault LLP Voting
Robin R. Riggs LW Robbins Voting
Timothy C. Robinson Retired Senior Vice President, Little, Brown and Company Exofficio
George Sacerdote President & Owner, Sacerdote & Co., Inc. NonVoting
Emily F. Schabacker Retired Insurance Executive Voting
Robert H. Scott Management Consultant Voting
Prof. Michael S. Scott Morton Professor Emeritus, Sloan School of Management, Massachusetts Institute of Technology Voting
Richard F. Seamans Founder and Managing Partner, Seamans Capital Management LLC Voting
Robert N. Shapiro Partner, Ropes & Gray LLP Voting
Barbara Stedman Retired NonVoting
Susan M. Stemper Managing Director, Pearl Meyer & Partners Voting
Jeffrey S. Thomas Chief Investment Officer, Atlantic Trust Pell Rudman Voting
Nancy B. Tooke Vice President, Portfolio Manager, Eaton Vance Investment Managers Voting
Cecily Tyler Multimedia Consultant Voting
Wat H. Tyler Former Owner & CEO, IPS Corporation Voting
Judith Verhave Global Head of Compensation, Bank of New York Mellon Voting
Thomas J. Watt Consultant, Affordable Housing Industry Voting
Elizabeth P. Wax Artist & Community Volunteer Voting
Susan Weatherbie Manager of Estate and Trust Administration (retired), Choate, Hall & Stewart LLP Voting
Kathleen W. Weld Music Educator Voting
Janet P. Whitla Former President, Education Development Center Exofficio
Jane Wilson Book Conservator NonVoting
John Winkleman Retired, AIPSO NonVoting
Jean Woodward Conservator of Paintings, Emerita, Museum of Fine Arts, Boston Voting
Christopher R. Yens Principal, South End Associates Voting
Dr. Laima Zarins Harvard University Health Services Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 1
Caucasian: 69
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 1
Other (if specified): Middle Eastern
Gender Female: 42
Male: 33
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 5
Board Meeting Attendance % --
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 0%
Constituency Includes Client Representation Yes

Standing Committees

  • Ambassadors
  • Audit
  • Capital Campaign
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Diversity & Inclusion
  • Education
  • Executive
  • Facilities
  • Finance
  • Investment
  • Nominating
  • Personnel
  • Planned Giving
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
  • Strategic Planning / Strategic Direction
  • Young Professionals

CEO/Executive Director/Board Comments

Complete list of Board committees and task forces:

 

Committees

Executive

Nominating and Governance

Development

Finance

Capital Campaign 

Bicentennial

Education

Gala

Personnel

Investment


Task Forces

Strategic Planning

Diversity and Inclusion

H2 Young Professionals

Ambassadors

Planned Giving

Audit

Facilities

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income $5,226,800.00
Projected Expense $5,181,190.00
Form 990s

2014 990

2013 990

2012 990

2011 990

2010 990

Audit Documents

2014 Audited Financials

2013 Audited Financials

2012 Audited Financials

2011 Audited Financials

2010 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $6,664,791 $7,647,288 $3,617,988
Total Expenses $4,281,883 $3,646,242 $3,257,693

Prior Three Years Revenue Sources

Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
-- $313,769 $260,002
Government Contributions $123,555 $23,350 $31,150
    Federal -- -- $10,000
    State -- $18,200 $17,600
    Local -- $5,150 $3,550
    Unspecified $123,555 -- --
Individual Contributions $3,985,016 $5,005,555 $1,663,019
Indirect Public Support -- -- --
Earned Revenue $1,581,725 $1,502,443 $1,447,209
Investment Income, Net of Losses $602,317 $424,434 $-124,764
Membership Dues -- -- --
Special Events $231,799 $255,898 $215,335
Revenue In-Kind -- -- --
Other $140,379 $121,839 $126,037

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $2,935,341 $2,534,506 $2,270,182
Administration Expense $780,174 $656,281 $602,754
Fundraising Expense $566,368 $455,455 $384,757
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.56 2.10 1.11
Program Expense/Total Expenses 69% 70% 70%
Fundraising Expense/Contributed Revenue 13% 8% 18%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $11,026,444 $8,536,019 $4,463,169
Current Assets $3,460,544 $2,335,259 $905,503
Long-Term Liabilities $0 $0 $0
Current Liabilities $885,542 $778,025 $706,221
Total Net Assets $10,140,902 $7,757,994 $3,756,948

Prior Three Years Top Three Funding Sources

Fiscal Year 2014 2013 2012
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
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Financial Planning

Endowment Value $7,549,653.00
Spending Policy Percentage
Percentage(If selected) 4.0%
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? 2.00

Capital Campaign

Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose Capital Campaign: 1) Strategic initiatives; 2) Bicentennial activities; and 3) Endowment growth.
Campaign Goal $12,000,000.00
Capital Campaign Dates Oct 2012 - June 2016
Capital Campaign Raised-to-Date Amount $11,434,363.00
Capital Campaign Anticipated in Next 5 Years? No

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 3.91 3.00 1.28

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

Total revenue for the prior fiscal years includes the total of unrestricted (operating) and temporarily restricted (endowment) revenue. While the spending a policy allows for drawing up to 4% of the endowment, H+H does not generally budget income from endowment returns—all temporarily restricted revenue is unrealized, and H+H’s effective operating budget includes only unrestricted revenue. Total revenue for the current fiscal year represents only unrestricted revenue, and therefore H+H’s effective operating budget—it does not include projected investment income.

Foundation Comments

Financial summary data in the charts and graphs above are per the organization's audited financials, with additional revenue breakout detail provided by the organization.
 
Per the organization: The marked increase in fiscal year 2013 revenue reflects funds designated for strategic plan implementation, Bicentennial activities, and endowment growth.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

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2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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