2024-10-04T15:21:20-05:00 2024-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6175983215 20 PARK PLAZA 220 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2024-10-03 1 1 DAVID KELLEHER CPA P01059560 5083669100 2024-10-03 2023 2024-10-15 13:58:12Z X GARY DUNNING 20 PARK PLAZA 220 BOSTON MA 021164303 11288520 0 X WWW.CELEBRITYSERIES.ORG X 1938 MA CELEBRITY SERIES IS A MULTI-DISCIPLINARY, NON-PROFIT, PERFORMING ARTS PRESENTER. OUR MISSION IS TO ENRICH AND INSPIRE OUR COMMUNITY THROUGH EXCEPTIONAL LIVE PERFORMANCES. WE ENVISION A COMMUNITY OF GREATER BOSTON WHERE THE PERFORMING ARTS ARE A VALUED, LIFE-LONG, SHARED EXPERIENCE ON STAGES, ON STREETS, IN NEIGHBORHOODS EVERYWHERE. 29 29 74 110 0 0 3693967 3757730 3432605 3987313 -113933 1009258 -356578 38498 6656061 8792799 0 0 0 0 3503179 3534991 0 0 1118107 6169572 5998796 9672751 9533787 -3016690 -740988 20787537 22155906 1900577 2607993 18886960 19547913 SEE FORM 990 PART I, QUESTION 1. 0 0 7571631 3993764 WE SHOWCASE THE WORLD'S FINEST ORCHESTRAS, CHAMBER ENSEMBLES, SOLOISTS, AND LEADING ARTISTS IN CONTEMPORARY DANCE, JAZZ, WORLD AND FOLK MUSIC, AND SPOKEN WORD. OUR ARTS FOR ALL! COMMUNITY ENGAGEMENT PROGRAMS ANNUALLY REACH THOUSANDS OF PARTICIPANTS THROUGH INTERACTIVE YOUTH WORKSHOPS, FREE CONCERTS FEATURING BOSTON AFFILIATED ARTISTS IN UNDER-RESOURCED NEIGHBORHOODS, COMMUNITY EVENTS WITH TOURING ARTISTS FROM AROUND THE GLOBE, AND LARGE-SCALE, OUTDOOR PARTICIPATORY ART PROJECTS SUCH AS STREET PIANOS, LET'S DANCE BOSTON, AND JAZZ ALONG THE CHARLES. 7571631 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 111 0 1 74 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X GARY DUNNING 6174822595 20 PARK PLAZA SUITE 220 BOSTON MA 02116 GARY DUNNING PRES. & EXECUTIVE DIRECTOR 40.00 X 319476 0 21330 EMILY BORABABY CAO/CLERK 40.00 X 194600 0 5904 NICOLE TANEY ARTISTIC DIRECTOR 40.00 X 185430 0 10284 KAREN BROWN CHIEF OPERATING OFFICER 40.00 X 172014 0 5285 COURTNEY BURKE CHIEF MARKETING OFFICER 40.00 X 153796 0 8240 HEATHER CLARK CHIEF FINANCIAL OFFICER 40.00 X 135996 0 15982 JOSHUA BOGER PH D CHAIR 4.00 X X 0 0 0 RANDOLPH HAWTHORNE CHAIR OF FINANCE COMMITTEE 4.00 X 0 0 0 HOWARD APPLEBY DIRECTOR 2.00 X 0 0 0 STEPHANIE BROWN DIRECTOR 2.00 X 0 0 0 MICHAEL CANNING DIRECTOR 4.00 X 0 0 0 JOANNE CHENG DIRECTOR 2.00 X 0 0 0 AMY D'ABLEMONT BURNES DIRECTOR 2.00 X 0 0 0 MARGARET EAGLE DIRECTOR 2.00 X 0 0 0 KATHLEEN GAFFNEY DIRECTOR 2.00 X 0 0 0 MARY ELISABETH SWERZ DIRECTOR 2.00 X 0 0 0 YVETTE HOCHBERG DIRECTOR 2.00 X 0 0 0 ANDREA HOFF DIRECTOR 2.00 X 0 0 0 JOHN PATTERSON DIRECTOR 2.00 X 0 0 0 MELINDA RABB DIRECTOR 2.00 X 0 0 0 REUBEN REYNOLDS DIRECTOR 2.00 X 0 0 0 LAWRENCE STIFLER DIRECTOR 2.00 X 0 0 0 BELINDA TERMEER DIRECTOR 2.00 X 0 0 0 SUSAN THONIS DIRECTOR 2.00 X 0 0 0 YUKIKO UENO DIRECTOR 2.00 X 0 0 0 DOROTHY ALTMAN WEBER DIRECTOR 2.00 X 0 0 0 JANET ZWANZIGER DIRECTOR 2.00 X 0 0 0 JILL ALTSHULER DIRECTOR 4.00 X 0 0 0 DR JOAN HELPERN GOLDBERG DIRECTOR 2.00 X 0 0 0 STEPHEN PERRY DIRECTOR 2.00 X 0 0 0 MICHAEL RAIZMAN DIRECTOR 2.00 X 0 0 0 DR BETH PINALS DIRECTOR 2.00 X 0 0 0 CHERIE BUTTS PHD DIRECTOR 2.00 X 0 0 0 LISA KIRK COLBURN DIRECTOR 2.00 X 0 0 0 YORK LO DIRECTOR 2.00 X 0 0 0 SHARON L RICH DIRECTOR (UNTIL 9/2023) 2.00 X 0 0 0 1161312 0 67025 6 0 1 0 META PLATFORMS INC 1 HACKER WAY MENLO PARK CA 94025 ADVERTISING/MARKETING 303511 RAFANELLI EVENTS MANAGEMENT INC 361 NEWBURY STREET 5FL BOSTON MA 02115 GALA EVENT PLANNING 280327 WGBH EDUCATIONAL FOUNDATION 1 GUEST STREET BOSTON MA 02135 RADIO AND ADVERTISING 205393 TESSITURA NETWORK INC 2295 FLETCHER PARKWAY SUITE 101 EL CAJON CA 92020 DONOR AND TICKETING SOFTWARE 160597 CAPACITY INTERACTIVE INC 1239 BROADWAY 1103 NY NY 10001 MARKETING CONSULTING 122954 5 254100 313300 3190330 32900 3757730 TICKET SALES, NET 711110 3758593 3758593 PROCESSING FEES 711110 127562 127562 STABILIZATION FEES 711110 101158 101158 3987313 344699 344699 2758879 2094320 664559 664559 664559 433448 254100 401401 32047 32047 OTHER INCOME 900099 6451 6451 6451 8792799 3993764 0 1041305 X 712984 176228 332574 204182 2287187 1660196 172980 454011 69489 50345 5331 13813 254762 166899 27580 60283 210569 130097 34096 46376 9409 9409 40300 40300 49053 49053 2441275 2331434 38199 71642 203838 203838 315807 220798 28772 66237 263360 162587 42719 58054 126245 104859 6756 14630 58062 35847 9418 12797 30211 30211 DIRECT PERFORMANCE COST 2233582 2233582 EQUIPMENT LEASES AND MA 83489 51546 13542 18401 MISCELLANEOUS 62068 32275 3109 26684 DONOR EVENT 55838 55838 26259 11100 15159 9533787 7571631 844049 1118107 466193 426666 754265 155721 1742363 1540584 204654 279414 506239 313628 93563 192611 17464391 19113719 62108 447191 20787537 22155906 624690 697333 1217738 1450542 58149 460118 1900577 2607993 X 649518 348424 18237442 19199489 18886960 19547913 20787537 22155906 -740988 1401941 0 X X 0 1 X 1 0 X 4555226 4628807 7044308 3693967 3757730 23680038 2159464 108762 1711414 3432605 3987313 11399558 133666 10435 144101 6714690 4871235 8766157 7126572 7745043 35223697 862324 999504 1298587 1475000 1363180 5998595 0 862324 999504 1298587 1475000 1363180 5998595 29225102 372176 313582 302162 351371 344699 1683990 372176 313582 302162 351371 344699 1683990 14266 673 471 1061 6451 22922 7101132 5185490 9068790 7479004 8096193 36930609 0.79140 0.73480 0.04560 0.04410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12170440 1640 1582701 570847 13183934 11493344 4761 1217124 544789 12170440 13655104 6102 -1662278 505584 11493344 11524318 65685 2065101 13655104 12108839 802381 -319630 1067272 11524318 0.82060 0.17940 0 0 506239 313628 192611 192611 OPERATING LEASE LIABILITY 449747 FINANCE LEASE LIABILITY 10371 460118 X 10145687 1401941 1401941 8743746 49053 49053 8792799 9484734 0 9484734 49053 49053 9533787 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2024. HOWEVER, THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE JURISDICTIONS. PART V, LINE 4: TO PROVIDE A LEVEL OF SUPPORT FOR THE ORGANIZATION AND ITS PROGRAMS. SHINE! GALA 687548 254100 433448 29930 90575 266398 14498 687548 254100 433448 29930 90575 266398 14498 401401 32047 X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRES. & EXECUTIVE DIRECTOR 319476 0 0 0 0 0 9930 0 11400 0 340806 0 0 0 EMILY BORABABY CAO/CLERK 194600 0 0 0 0 0 5904 0 0 0 200504 0 0 0 NICOLE TANEY ARTISTIC DIRECTOR 185430 0 0 0 0 0 5700 0 4584 0 195714 0 0 0 KAREN BROWN CHIEF OPERATING OFFICER 172014 0 0 0 0 0 5250 0 35 0 177299 0 0 0 COURTNEY BURKE CHIEF MARKETING OFFICER 153796 0 0 0 0 0 4650 0 3590 0 162036 0 0 0 HEATHER CLARK CHIEF FINANCIAL OFFICER 135996 0 0 0 0 0 4202 0 11780 0 151978 0 0 0 PART I, LINE 4 AS PART OF THE EMPLOYMENT CONTRACT OF GARY DUNNING, PRESIDENT AND EXECUTIVE DIRECTOR, HE WOULD CONTINUE TO BE PAID BENEFITS AND SALARY FOR 6 MONTHS IF HE WAS INVOLUNTARILY TERMINATED BY THE BOARD OF DIRECTORS WITHOUT CAUSE. HE WOULD ALSO BE PAID HALF OF HIS TARGET BONUS FOR THE YEAR, AND ANY INCENTIVE BONUS EARNED THAT YEAR. NO SUCH PAYMENTS WERE MADE IN FISCAL YEAR 2024. X FOOD 1 19312 FMV X AUCTION ITEMS 27 13588 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD. IT IS THEN MADE AVAILABLE TO BOARD MEMBERS FOR REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR (INCLUDING THE CURRENT YEAR) THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO EACH MEMBER OF THE BOARD OF DIRECTORS, WHO THEN RETURNS A SIGNED ACKNOWLEDGMENT AND DISCLOSURE STATEMENT. FOR THE FISCAL YEAR ENDED JUNE 30, 2023 ALL OF THE BOARD MEMBERS RETURNED FORMS CONFIRMING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 GARY DUNNING, THE CURRENT PRESIDENT AND EXECUTIVE DIRECTOR, WAS APPOINTED BY A SEARCH COMMITTEE FORMED BY THE BOARD OF DIRECTORS IN 2011. IN 2021 THE BOARD OF DIRECTORS EXTENDED HIS SECOND 5-YEAR TERM (JULY 1, 2016 TO JUNE 30, 2021) TO A THIRD 5-YEAR TERM (JULY 1, 2021 TO JUNE 30, 2026). HIS EMPLOYMENT AGREEMENT PROVIDES THAT HIS BASE SALARY WILL BE REVIEWED AND ADJUSTED ANNUALLY. A VARIETY OF FACTORS WERE CONSIDERED IN DETERMINING SALARY AND THE TERMS OF THE EMPLOYMENT AGREEMENT, INCLUDING RELEVANT SALARY SURVEY INFORMATION, INPUT FROM THE RETAINED EXECUTIVE SEARCH FIRM AND COMPETITIVE FACTORS. AT THE END OF EACH FISCAL YEAR, THE BOARD CHAIR, IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE (WHICH INCLUDES THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE HR/COMPENSATION SUBCOMMITTEE), REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AGAINST PREVIOUSLY ESTABLISHED ORGANIZATIONAL AND PERSONAL GOALS, CONSIDERS A VARIETY OF RELEVANT FACTORS AND SUBSEQUENTLY MAKES A RECOMMENDATION REGARDING AN ANNUAL BONUS, IF ANY, TO BE AWARDED TO THE EXECUTIVE DIRECTOR. SALARY LEVELS FOR ALL KEY POSITIONS ARE REVIEWED AT THE END OF EACH FISCAL YEAR, AND COMPARED TO PEER ORGANIZATIONS WITH GUIDESTAR NATIONAL COMPENSATION SURVEY, AND CHANGES IF ANY ARE MADE AFTER TAKING INTO ACCOUNT ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE, BUDGET CONSIDERATIONS AND COMPETITIVE FACTORS. RESULTING SALARY LEVELS ARE INCORPORATED INTO THE FOLLOWING FISCAL YEAR'S ANNUAL BUDGET WHICH IS REVIEWED WITH THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD AND ULTIMATELY APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC BUT ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ONLINE AND UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,331,434. MANAGEMENT AND GENERAL EXPENSES 38,199. FUNDRAISING EXPENSES 71,642. TOTAL EXPENSES 2,441,275. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN AUDIT OVERSIGHT OR AUDITOR SELECTION PROCESS DURING FISCAL YEAR 2024.