2023-10-02T14:00:18-05:00 2023-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6175983215 20 PARK PLAZA 1032 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2023-10-02 1 GARY DUNNING XXX-XX-XXXX 1 DAVID KELLEHER CPA P01059560 5083669100 2023-10-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GARY DUNNING 20 PARK PLAZA 1032 BOSTON MA 021164303 9671613 0 X WWW.CELEBRITYSERIES.ORG X 1938 MA CELEBRITY SERIES' MISSION IS TO PRESENT PERFORMING ARTISTS WHO INSPIRE AND ENRICH THE COMMUNITY. THEY BELIEVE IN THE POWER OF EXCELLENCE AND INNOVATION IN THE PERFORMING ARTS TO ENRICH LIFE EXPERIENCE, TRANSFORM LIVES, AND BUILD BETTER COMMUNITIES. THEY ENVISION A COMMUNITY OF GREATER BOSTON WHERE THE PERFORMING ARTS ARE A VALUED, LIFE-LONG, SHARED EXPERIENCE - ON STAGES, ON STREETS, IN NEIGHBORHOODS - EVERYWHERE. 27 27 75 50 0 0 7044308 3693967 1711414 3432605 3081531 -113933 -351122 -356578 11486131 6656061 0 0 0 0 2879352 3503179 0 0 1110170 4916816 6169572 7796168 9672751 3689963 -3016690 21295635 20787537 1521775 1900577 19773860 18886960 SEE FORM 990 PART I, QUESTION 1. 0 0 7586044 3433666 WE PRESENT THE WORLD'S GREAT ORCHESTRAS, CHAMBER ENSEMBLES, AND SOLOISTS, AND LEADING ARTISTS IN CONTEMPORARY DANCE, JAZZ, WORLD AND FOLK MUSIC, AND SPOKEN WORD. OUR ARTS FOR ALL! COMMUNITY ENGAGEMENT PROGRAMS REACH THOUSANDS OF PARTICIPANTS ANNUALLY VIA INTERACTIVE WORKSHOPS FOR YOUTH, FREE CONCERTS FEATURING LOCAL ARTISTS IN UNDER-RESOURCED BOSTON NEIGHBORHOODS, COMMUNITY EVENTS FEATURING TOURING ARTISTS FROM ACROSS THE GLOBE, AND LARGESCALE, OUTDOOR PARTICIPATORY PUBLIC ART PROJECTS, SUCH AS STREET PIANOS, LET'S DANCE BOSTON, AND JAZZ ALONG THE CHARLES. SINCE THE PANDEMIC, WE CONTINUE TO OFFER DIGITAL PROGRAM FOR SELECT CONCERTS. 7586044 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 65 0 1 75 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 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 1032 BOSTON MA 02116 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 40.00 X 264039 0 41630 EMILY BORABABY CAO/CLERK 40.00 X 194418 0 5833 KAREN BROWN CHIEF OPERATING OFFICER 40.00 X 159746 0 4878 COURTNEY BURKE CHIEF MARKETING OFFICER 40.00 X 146521 0 12641 HEATHER CLARK CHIEF FINANCIAL OFFICER 40.00 X 132321 0 10839 JOSHUA BOGER PH D CHAIR 4.00 X X 0 0 0 MARY ELISABETH SWERZ 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 2.00 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 RANDOLPH HAWTHORNE 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 SHARON L RICH 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 2.00 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 897045 0 75821 5 0 1 0 RAFANELLI EVENTS MANAGEMENT INC 361 NEWBURY STREET 5FL BOSTON MA 02115 EVENT STAFFING 250563 META PLATFORMS INC 1 HACKER WAY MENLO PARK CA 94025 FACEBOOK ADVERTISING 209446 WGBH EDUCATIONAL FOUNDATION 1 GUEST STREET BOSTON MA 02135 VENUE 186000 TESSITURA NETWORK INC 2295 FLETCHER PARKWAY SUITE 101 EL CAJON CA 92020 SOFTWARE 163918 CAPACITY INTERACTIVE INC 1239 BROADWAY 1103 NY NY 10001 MARKETING CONSULTING 122614 5 536306 430829 2726832 134620 3693967 TICKET SALES, NET 711110 3209102 3209102 PROCESSING FEES 711110 124989 124989 STABILIZATION FEES 711110 98514 98514 3432605 351371 351371 2149265 2614569 -465304 -465304 -465304 43344 536306 400983 -357639 -357639 OTHER INCOME 900099 1061 1061 1061 6656061 3433666 0 -471572 X 522344 184327 338017 2395312 1595679 175608 624025 71530 48044 4703 18783 307745 194339 40885 72521 206248 126626 34912 44710 17097 17097 52167 52167 46231 46231 2528805 2425190 50712 52903 146342 146342 288463 191128 28654 68681 311590 190070 52970 68550 136460 98390 11508 26562 82585 43602 23258 15725 24948 24948 DIRECT PERFORMANCE COST 2295649 2275876 13954 5819 EQUIPMENT LEASES AND MA 85953 52431 14612 18910 MISCELLANEOUS 64069 46301 17768 DONOR EVENT 63741 63741 25472 14000 11472 9672751 7586044 976537 1110170 1589670 466193 605230 754265 2830327 1742363 183090 204654 400977 307414 137708 93563 15949610 17464391 0 62108 21295635 20787537 644328 624690 877447 1217738 0 58149 1521775 1900577 X 1219002 649518 18554858 18237442 19773860 18886960 21295635 20787537 -3016690 2129790 0 X X 0 1 X 1 0 X 6510613 4555226 4628807 7044308 3693967 26432921 3892985 2159464 108762 1711414 3432605 11305230 72381 133666 10435 216482 10475979 6714690 4871235 8766157 7126572 37954633 4129449 862324 999504 1298587 1475000 8764864 0 4129449 862324 999504 1298587 1475000 8764864 29189769 411998 372176 313582 302162 351371 1751289 411998 372176 313582 302162 351371 1751289 14266 673 471 1061 16471 10887977 7101132 5185490 9068790 7479004 39722393 0.73480 0.69600 0.04410 0.03930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11493344 4761 1217124 544789 12170440 13655104 6102 -1662278 505584 11493344 11524318 65685 2065101 13655104 12108839 802381 -319630 1067272 11524318 10802876 1441759 511081 646877 12108839 0.88890 0.11110 0 0 400977 307414 93563 93563 OPERATING LEASE LIABILITY 36560 FINANCING LEASE LIABILITY 21589 58149 X 8750370 2129790 10750 2140540 6609830 46231 46231 6656061 9637270 10750 10750 9626520 46231 46231 9672751 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, 2023. 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. GALA 561462 536306 25156 25156 86940 17823 271064 AUCTION 18188 18188 579650 536306 43344 25156 86940 17823 271064 400983 -357639 X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 264039 0 0 0 0 0 22468 0 19162 0 305669 0 0 0 EMILY BORABABY CAO/CLERK 194418 0 0 0 0 0 5833 0 0 0 200251 0 0 0 KAREN BROWN CHIEF OPERATING OFFICER 159746 0 0 0 0 0 4878 0 0 0 164624 0 0 0 COURTNEY BURKE CHIEF MARKETING OFFICER 146521 0 0 0 0 0 8853 0 3788 0 159162 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 2023. X 7 65612 FMV X FOOD 1 20000 FMV X AUCTION ITEMS 45 18458 FMV X LIGHTING 1 15000 FMV X TECHNOLOGY 1 10000 FMV X FLOWERS 1 5550 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 2,425,190. MANAGEMENT AND GENERAL EXPENSES 50,712. FUNDRAISING EXPENSES 52,903. TOTAL EXPENSES 2,528,805. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN AUDIT OVERSIGHT OR AUDITOR SELECTION PROCESS DURING FISCAL YEAR 2023.