2021-02-17T12:22:48-06:00 2020-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2019-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6175983215 20 PARK PLAZA NO 1032 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2021-02-14 1 THOMAS F MULDOON CPA P01561688 5083669100 2021-02-14 2019 2022-09-23 18:48:47Z GARY DUNNING 20 PARK PLAZA NO 1032 BOSTON MA 021164303 8159818 0 X WWW.CELEBRITYSERIES.ORG X 1938 MA TO PRESENT PERFORMING ARTISTS WHO INSPIRE AND ENRICH OUR COMMUNITY. WE BELIEVE IN THE POWER OF EXCELLENCE AND INNOVATION IN THE PERFORMING ARTS TO ENRICH LIFE EXPERIENCE, TRANSFORM LIVES, AND BUILD BETTER COMMUNITIES. WE ENVISION A COMMUNITY OF GREATER BOSTON WHERE THE PERFORMING ARTS ARE A VALUED, LIFELONG, SHARED EXPERIENCE - ON STAGES, IN NEIGHBORHOODS, ON STREETS - EVERYWHERE. 25 25 72 100 0 -6781 6510613 4555226 3892985 2159464 476202 422580 -222490 -46633 10657310 7090637 0 0 0 0 2371536 2466283 34992 0 977536 5551520 4406681 7958048 6872964 2699262 217673 21667775 20303323 1981514 2214315 19686261 18089008 X SEE FORM 990 PART I, QUESTION 1. 0 0 4978878 2173730 DURING THE 2019-20 SEASON, WE PRESENTED THE FOLLOWING PERFORMANCES:1. SERGIO MENDES & B GILBERTO-BOSSA NOVA 60, #20012. CHICK COREA TRLGY W CHRISTIAN MCBRIDE & BRIAN BLADE, #20023. JERUSALEM STRING QUARTET, #20034. BLACK GRACE, #20045. GEWANDHAUSORCH LEIPZIG-NELSONS, KAVAKOS, CAPUCON, #20056. TRIPTYCH - BRYCE DESSNER/ROOMFULTEETH-ARTS EMERSON, #20067. RICHARD GOODE, PIANO, #20078. WYNTON MARSALIS QUINTET, #20089. CHAMBER MUSIC LINC CTR W WU HAN, ARNAUD SUSSMANN, PAUL NEUBAUER & DAVID FINCKEL, #200910. NOAM PIKELNY & STUART DUNCAN AND SIERRA HULL, #201011. LOS ANGELES PHIL W GUSTAVO DUDAMEL & YUJA WANG, #201112. JOYCE YANG, PIANO, #201213. CHUCHO VALDES - JAZZ BATA, #201314. WMIG - DREAMING OF A JEWISH CHRISTMAS, #201415. SHEKU KANNEH-MASON, CELLO & ISATA KANNEH-MASON, PIANO, #201516. TERENCE BLANCHARD FEATURING THE E-COLLECTIVE, #201617. PATRICIA KOPATCHINSKAJA, VIOLIN & JAY CAMPBELL, CELLO, #201718. SERGIO ASSAD, CLARICE ASSAD & THIRD COAST PERCUSSION, #201819. CALEB TEICHER & CO W CONRAD TAO "MORE FOREVER", #201920. TREY MCLAUGHLIN AND THE SOUNDS OF ZAMAR, #202021. AN EVENING WITH SUTTON FOSTER, #202122. CECILE MCLORIN SALVANT & AARON DIEHL, #202223. BEREISHIT DANCE COMPANY, #202324. WMIG - BEETHOVEN WITH VERONA QUARTET, #202425. YING FANG, SOPRANO, #202526. JOHN PIZZARELLI'S TRIO - NAT KING COLE & VERONICA SWIFT, #202627. STEVEN OSBORNE & PAUL LEWIS, PIANOS, #202728. ACADEMY OF ST MARTIN IN THE FIELDS W JOSHUA BELL, #202829. BOBBY MCFERRIN, #202930. CALIDORE STRING QUARTET (INCL MUSIC ACCORD COMMISSION), #203031. MILOS, "THE VOICE OF THE GUITAR", #203132. CAMILLE A. BROWN & DANCERS, #2032 135511 PROGRAM SERVICE ACCOMPLISHMENTS:CELEBRITY SERIES OF BOSTON IS PLEASED TO SHARE THIS SEASON IN REVIEW FOR ARTS FOR ALL! COMMUNITY ENGAGEMENT PROGRAMS IN OUR 2019-20 SEASON. IT WAS AN UNUSUAL SEASON, INTERRUPTED BY THE COVID-19 PANDEMIC, WHICH REQUIRED US TO ANNOUNCE THE CANCELLATION ALL REMAINING LIVE PERFORMANCES FOR THE SEASON AS OF MARCH 13, 2020. PRIOR TO OUR CANCELLATION ANNOUNCEMENT, ARTS FOR ALL! PROGRAMS PARTNERED WITH 110 ORGANIZATIONS TO ENGAGE 11,163 PEOPLE OF ALL AGES AND ABILITIES IN 124 IN-PERSON ACTIVITIES, HARNESSING THE CREATIVE ENERGY OF THE PERFORMING ARTS TO ACTIVATE BOSTON NEIGHBORHOODS AND CULTIVATE THE NEXT GENERATION OF ARTISTS AND AUDIENCES. FOLLOWING THE CANCELLATIONS, OUR CELEBRITY SERIES AT HOME VIRTUAL CONCERT SERIES ENGAGED 48,414 ONLINE VIEWERS FROM CLOSE TO HOME AND AROUND THE WORLD IN 12 LIVE STREAMED CONCERTS FROM APRIL-JUNE OF 2020.CONCERT FOR ONEHAILED BY THE BOSTON HERALD AS "AN ABSURDLY AMBITIOUS PUBLIC PERFORMANCE PROJECT," CONCERT FOR ONE WAS A COLLABORATION BETWEEN CELEBRITY SERIES OF BOSTON AND LEAD ARTIST RAYNA YUN CHOU. INDIVIDUAL LISTENERS SAT FACE-TO-FACE WITH SOLO MUSICIANS FOR ONE MINUTE OF CONCENTRATED LISTENING, DISTILLING LIVE PERFORMANCE TO ITS MOST FUNDAMENTAL FORM. OVER 10 DAYS IN SEPTEMBER 2019, IN BOSTON (GREENWAY'S CHIN PARK) AND CAMBRIDGE (HARVARD SCIENCE PLAZA), NEARLY 5,000 PERFORMANCES TOOK PLACE INSIDE A TEMPORARY ART INSTALLATION FEATURING AN INTERACTIVE LOBBY AND PERFORMANCE SPACE THAT HAD JUST ENOUGH ROOM FOR TWO CHAIRS, TWO PEOPLE AND AN INSTRUMENT. A ROTATING ROSTER OF 58 LOCAL MUSICIANS, SOURCED VIA AN OPEN CALL, PROVIDED OVER 120 HOURS OF LIVE MUSIC. NEIGHBORHOOD ARTSNEIGHBORHOOD ARTS BRINGS THE JOY OF LIVE PERFORMANCE TO PEOPLE OF ALL AGES AND ABILITIES, DRAWING DEEPLY UPON PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS TO ACTIVATE SIX UNDERSERVED BOSTON NEIGHBORHOODS - DORCHESTER, HYDE-PARK, MATTAPAN, ROSLINDALE, ROXBURY AND THE SOUTH END - WITH A RICH AND VARIED ARRAY OF OPPORTUNITIES.ENGAGING LOCAL ARTISTS - NEIGHBORHOOD ARTS ARTISTS ARE A DIVERSE GROUP OF LOCALLY-BASED ARTISTS AND ENSEMBLES WHO ARE EXPERIENCED IN WORKING WITH YOUTH AND COMMITTED TO COMMUNITY ENGAGEMENT.ACTIVATING NEIGHBORHOODS - NEIGHBORHOOD ARTS FEATURED 53 INTERACTIVE WORKSHOPS AND RESIDENCY ACTIVITIES, ALONGSIDE 20 FREE AND DEEPLY DISCOUNTED COMMUNITY CONCERTS IN NEIGHBORHOOD VENUES.COMMUNITY COLLABORATIONS - NEIGHBORHOOD ARTS PARTNERED WITH 43 COMMUNITY ORGANIZATIONS, FROM LOCAL ARTS AND SOCIAL SERVICE ORGANIZATIONS, TO SCHOOLS, COMMUNITY CENTERS, AND MORE.WORLD-CLASS PERFORMANCES - NEIGHBORHOOD ARTS PARTNERS ATTENDED EIGHT CELEBRITY SERIES MAIN STAGE PERFORMANCES FREE OF CHARGE. OUR SEASON-LONG CELEBRATION OF PUERTO RICO BEGAN WITH A SPECIAL BOSTON TRIBUTE TO LEGENDARY CELLIST PABLO CASALS IN OCTOBER 2019. THE TRIBUTE FEATURED A CONCERT OF NINE ALL-STAR LOCAL CELLISTS, FOLLOWED BY A CELLO ORCHESTRA CONCERT IN THE SAME WEEKEND. THE ORCHESTRA FEATURED 56 CELLISTS DRAWN FROM STUDENTS AND FACULTY AT BERKLEE, BOSTON CONSERVATORY, BOSTON UNIVERSITY, LONGY SCHOOL OF MUSIC, NEW ENGLAND CONSERVATORY, AND 14 PROFESSIONAL ORGANIZATIONS. THIS PERFORMANCE NOT ONLY CELEBRATED THE LEGACY OF PABLO CASALS, BUT ALSO PREMIERED SUITE BORICUA, ARRANGED BY NEIGHBORHOOD ARTS CELLIST ARISTIDES RIVAS, ACCOMPANIED BY BOSTON-BASED PUERTO RICAN PERCUSSIONISTS JORGE ARCE AND GABRIEL SANTIAGO. ADDITIONAL NEIGHBORHOOD ARTS THEMES IN 2019-20 INCLUDED AMERICAN/CONTEMPORARY MUSIC AND WORLD MUSIC/DANCE, WITH A VARIETY OF WORKSHOPS, RESIDENCIES, AND CONCERTS THAT ENGAGED YOUNG PEOPLE, FAMILIES, AND AUDIENCES OF ALL AGES, GROUNDED IN BRINGING THE ARTS TO EVERYBODY AND EVERYBODY TO THE ARTS.PROGRAMS AND ACTIVITIES: 81 COMMUNITY PARTNERS: 58PARTICIPATING ARTISTS: 103 LOCAL ARTISTSPARTICIPANTS: 4,237 CASALS PROJECT: 57 STUDENTS AND FACULTY FROM BERKLEE COLLEGE OF MUSIC, BOSTON CONSERVATORY AT BERKLEE, BOSTON UNIVERSITY, LONGY SCHOOL OF MUSIC, NEW ENGLAND CONSERVATORY, PLUS ADDITIONAL FACULTY FROM NORTHEASTERN UNIVERSITY, BRANDEIS UNIVERSITY, AND WELLESLEY COLLEGE. ARTIST CONNECTIONSMASTER CLASSES, LECTURE-DEMONSTRATIONS, AND INTERACTIVE WORKSHOPS WITH ARTISTS FROM ACROSS THE GLOBE OFFER UNPARALLELED ACCESS FOR STUDENTS FROM THE ELEMENTARY THROUGH CONSERVATORY LEVELS. POST-PERFORMANCE ARTIST TALKS CREATE A PERSONAL CONNECTION FOR OUR AUDIENCES. ACTIVITIES IN 2019-20 INCLUDED POST-PERFORMANCE ARTIST TALKS; MASTER CLASSES AT LONGY SCHOOL OF MUSIC AND NEW ENGLAND CONSERVATORY; A COMMUNITY GOSPEL SING LED BY TREY MCLAUGHLIN AND THE SOUNDS OF ZAMAR THAT TAUGHT GOSPEL HARMONIES TO 165 SINGERS FROM 16 LOCAL CHOIRS THAT JOINED US AT SANDERS THEATRE THE NEXT NIGHT AND SANG HARMONIES FROM THEIR SEATS; A RESIDENCY WITH THREE ALVIN AILEY AMERICAN DANCE THEATER PRINCIPAL DANCERS THAT INCLUDED A PANEL DISCUSSION ON AT WBUR'S CITYSPACE ON GOSPEL MUSIC FROM THE CHURCH TO THE STAGE WITH TREY MCLAUGHLIN AND SOLOMON DUMAS, A MASTER CLASS AT BOSTON ARTS ACADEMY, LECTURE-DEMONSTRATIONS AT CHARLESTOWN HIGH SCHOOL AND CHARLESTOWN BOYS & GIRLS CLUB, AND A COMMUNITY DANCE CLASS AT BERKSHIRE PARTNERS BLUE HILL BOYS & GIRLS CLUB FOR 45 YOUTH FROM LOCAL DANCE STUDIOS; AND A RESIDENCY WITH CAMILLE A. BROWN & DANCERS THAT INCLUDED A "DOUBLE THIS, JUBA THAT!" WORKSHOP AT HIBERNIAN HALL IN ROXBURY FOR 75 LOCAL YOUTH DANCERS AND A DINNER WITH BROWN AND THE BOSTON NETWORK OF ARTS ADMINISTRATORS OF COLOR.PROGRAMS AND ACTIVITIES: 17 COMMUNITY PARTNERS: 37PARTICIPATING ARTISTS: 24 ARTISTS PARTICIPANTS: 1,541 TAKE YOUR SEAT TAKE YOUR SEAT, PART OF CELEBRITY SERIES' ARTS FOR ALL! SUITE OF COMMUNITY ENGAGEMENT PROGRAMS, PROVIDES FREE AND DEEPLY DISCOUNTED TICKETS TO CELEBRITY SERIES PERFORMANCES TO THOUSANDS OF YOUNG PEOPLE AND DESERVING INDIVIDUALS ANNUALLY, PARTNERING WITH SCHOOL AND COMMUNITY GROUPS THAT SERVE PRIMARILY LOW-INCOME CHILDREN AND YOUTH. FOR MANY, TAKE YOUR SEAT OFFERS THE OPPORTUNITY TO EXPERIENCE WORLD-CLASS ARTISTS IN A MAJOR PERFORMANCE HALL FOR THE FIRST TIME. IN AN ORDINARY SEASON, OVER 3,000 YOUNG PEOPLE ARE SERVED THROUGH TAKE YOUR SEAT. OUR SEASON CANCELLATION ANNOUNCED ON MARCH 13, 2020 ENTAILED THE CANCELLATION OF 29 PERFORMANCES, INCLUDING FOUR OF OUR PERFORMANCES AT SYMPHONY HALL AND OUR ANNUAL FIVE PERFORMANCE ENGAGEMENT WITH ALVIN AILEY AMERICAN DANCE THEATER, BOTH OF WHICH GENERATE A LARGE PROPORTION OF OUR TAKE YOUR SEAT TICKETS IN A TYPICAL SEASON. IN THE 2019-20 SEASON, PRIOR TO THE CANCELLATION, TAKE YOUR SEAT PROVIDED 919 FREE AND DISCOUNTED TICKETS TO 29 PERFORMANCES AT VENUES INCLUDING SYMPHONY HALL, THE BOCH CENTER SHUBERT THEATRE, SANDERS THEATRE AT HARVARD UNIVERSITY, JORDAN HALL AT THE NEW ENGLAND CONSERVATORY, BERKLEE PERFORMANCE CENTER, AND PICKMAN HALL AT THE LONGY SCHOOL OF MUSIC. THIS INCLUDED: FREE TICKETS: 124 TICKETS DISTRIBUTED TO NEIGHBORHOOD ARTS PARTNER ORGANIZATIONS$10 TICKETS: 135 TICKETS TO SCHOOL AND COMMUNITY GROUPS REACHING UNDERSERVED YOUTHCHILD TICKETS: 226 TICKETS AT A 50% DISCOUNT FOR CHILDREN UNDER THE AGE OF 18STUDENT TICKETS: 434 $20 TICKETS TO COLLEGE AND CONSERVATORY STUDENTSCOVID-19 AND CELEBRITY SERIES AT HOMEAS THE OUR CITY AND REGION RESPONDED TO THE CRISIS OF THE COVID-19 PANDEMIC, CELEBRITY SERIES CANCELED THE REMAINDER OF OUR 2019-20 SEASON ON MARCH 13, 2020. MOST OF OUR FALL 2020 PERFORMANCES HAVE CANCELED, AND WE EXPECT MORE TO COME IN THE 2020-21 SEASON. AS WE HAVE CRAFTED OUR RESPONSE TO THIS PROFOUND DISRUPTION TO THE PRESENTING FIELD, SURROUNDED BY EVEN GREATER DISRUPTIONS TO THE WORLD AROUND US, A SET OF CORE VALUES HAS EMERGED. CENTRAL TO THESE VALUES IS OUR CONVICTION THAT HOW WE TREAT ARTISTS NOW, IN THIS MOMENT OF CRISIS, WILL DEFINE HOW WE EMERGE FROM IT. IN APRIL, 2020, WE LAUNCHED A SERIES OF WEEKLY CELEBRITY SERIES AT HOME CONCERTS FEATURING NEIGHBORHOOD ARTS ARTISTS LIVE STREAMING ON FACEBOOK FROM THEIR HOMES. FROM APRIL THROUGH JUNE, THESE TWELVE CONCERTS GARNERED 48,404 VIEWS, FROM CLOSE TO HOME IN MASSACHUSETTS AND AS FAR AWAY AS PUERTO RICO, INDIA, AND JAPAN. THESE CONCERTS NOT ONLY PROVIDED SOME MEASURE OF IMMEDIATE EMPLOYMENT TO LOCAL ARTISTS WHO HAD SEEN AN ENTIRE PERFORMANCE SEASON'S INCOME EVAPORATE OVERNIGHT, BUT THEY ALSO ENGAGED CELEBRITY SERIES' AUDIENCE AND DONORS AT A TIME WHEN MANY OF US WERE HUNGRY FOR CONNECTION AND FOR THE JOY THAT LIVE PERFORMANCE CREATES. THIS SERIES ALSO PROVIDED GROUND FOR CELEBRITY SERIES TO EXPERIMENT AND LEARN ABOUT PRODUCING DIGITAL EVENTS, SETTING THE STAGE FOR OUR FALL 2020 CELEBRITY SERIES AT HOME EVENTS, WHICH INCLUDE SIX STREAMING CONCERTS WITH ARTISTS WHO WOULD HAVE APPEARED ON OUR MAINSTAGE SEASON IN THE FALL AND TWELVE STREAMING CONCERTS WITH LOCAL NEIGHBORHOOD ARTS ARTISTS. 5114389 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 1 101 0 1 72 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 ED 40.00 X 287600 0 22632 AMY LAM ARTISTIC PROGRAMMER 40.00 X 137404 0 11679 JACK WRIGHT DIRECTOR MKTG AND COMM 40.00 X 116807 0 9928 KAREN BROWN DIRECTOR PERF OPS 40.00 X 109548 0 9311 EMILY BORABABY CHIEF ADVANCEMENT OFFICER 40.00 X 20192 0 1716 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 DONNA EGAN DIRECTOR (UNTIL 1/2/2020) 2.00 X 0 0 0 KATHLEEN GAFFNEY DIRECTOR 2.00 X 0 0 0 GABOR GARAI DIRECTOR 2.00 X 0 0 0 PAUL D GOLDENHEIM MD DIRECTOR 2.00 X 0 0 0 HANNAH M GROVE DIRECTOR (UNTIL 9/17/2019) 2.00 X 0 0 0 RANDOLPH HAWTHORNE EX OFFICIO 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 STEVEN H HOLTZMAN DIRECTOR (UNTIL 12/10/2019) 2.00 X 0 0 0 ANNA KOLCHINSKY 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 671551 0 55266 4 0 1 0 CHARCOALBLUE LLC 150 W 28TH ST 1504 NEW YORK NY 10001 THEATER 101000 1 290759 100850 4163617 194170 4555226 TICKET SALES, NET 711110 2050729 2050729 STABILIZATION AND MANAGEMENT FEES 711110 55356 55356 PROCESSING FEES 711110 53379 53379 2159464 372176 372176 1058686 1008282 50404 50404 50404 0 290759 60899 -60899 -60899 OTHER INCOME 900099 14266 14266 14266 7090637 2173730 0 361681 X 320658 160329 160329 1834198 1233163 233462 367573 22608 15317 2905 4386 112350 77461 11628 23261 176469 116442 29202 30825 24600 24600 73024 73024 1756073 1544101 110648 101324 397999 397999 370026 252925 28768 88333 271330 179268 24229 67833 80273 38800 28915 12558 73928 48845 6601 18482 26520 26520 DIRECT PERFORMANCE COST 765123 765123 DUE DILIGENCE 193638 193638 CAPITAL CAMPAIGN 186811 186811 EQUIPMENT LEASES AND MA 91563 60496 8176 22891 95773 30482 12032 53259 6872964 5114389 781039 977536 645075 409542 1284204 1938745 6271571 5282999 348461 275132 965446 774078 255992 191368 12862472 12205537 21667775 20303323 253314 340224 1728200 503191 500000 870900 1981514 2214315 X 144829 -71088 19541432 18160096 19686261 18089008 21667775 20303323 X 217673 -1214926 -600000 X X 0 1 X 1 0 X 2957461 8854500 6644689 6510613 4555226 29522489 3890000 3607925 4263417 3892985 2159464 17813791 6847461 12462425 10908106 10403598 6714690 47336280 1832293 6015213 4213848 4129449 862324 17053127 0 1832293 6015213 4213848 4129449 862324 17053127 30283153 170249 6015213 310926 411998 372176 7280562 170249 6015213 310926 411998 372176 7280562 14266 14266 7017710 18477638 11219032 10815596 7101132 54631108 0.55430 0.54500 0.13330 0.13100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12108839 802381 -319630 1067272 11524318 10802876 1441759 511081 646877 12108839 8370614 2624728 306134 -498600 10802876 5325150 2829353 490926 -274815 8370614 5381064 220797 -276711 5325150 0.93200 0.06800 0 0 83475 82730 745 881971 691348 190623 191368 X 5202687 -1214926 -600000 -1814926 7017613 73024 73024 7090637 6419491 0 6419491 73024 380449 453473 6872964 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, 2020. HOWEVER, THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ENDOWMENT PLEDGE WRITE-OFF -600,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN COSTS 186,811. DUE DILIGENCE COSTS 193,638. PART V, LINE 4: TO PROVIDE A LEVEL OF SUPPORT FOR THE ORGANIZATION AND ITS PROGRAMS. GALA 290759 290759 60899 290759 290759 60899 60899 -60899 X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRESIDENT AND ED 262600 0 25000 0 0 0 2500 0 20132 0 310232 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 2020. X 4 184362 FAIR MARKET VALUE X CATERING 1 9808 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): CATERING FOR NOVEMBER 2019 BOARD MEETING 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, 2020 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 2016 THE BOARD OF DIRECTORS EXTENDED HIS FIRST 5-YEAR TERM (JULY 1, 2011 TO JUNE 30, 2016) TO A SECOND 5-YEAR TERM (JULY 1, 2016 TO JUNE 30, 2021). 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 1,544,101. MANAGEMENT AND GENERAL EXPENSES 110,648. FUNDRAISING EXPENSES 101,324. TOTAL EXPENSES 1,756,073. FORM 990, PART XI, LINE 9: ENDOWMENT PLEDGE WRITE-OFF -600,000. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN AUDIT OVERSIGHT OR AUDITOR SELECTION PROCESS DURING FISCAL YEAR 2020.