2019-10-23T11:35:51-05:00 2019-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6175983215 20 PARK PLAZA NO 1032 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2019-10-22 1 JOYCE RIPIANZI CPA P00535908 5083669100 2019-10-14 40.70.31.102 2019-10-22 11:16:00 ED P 2A9010E3A6A0BB3B06F86C59D67A72AD6F64F0F5 4DDC68AACE5C161F617EC213E6CD21DA03E6EFE7 2018 2019-02-21 02:37:17Z GARY DUNNING 20 PARK PLAZA NO 1032 BOSTON MA 021164303 12106548 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. 26 26 68 105 6077 0 6644689 6510613 4263417 3892985 532281 476202 -237904 -222490 11202483 10657310 0 0 0 0 2209301 2371536 91455 34992 1131601 5598158 5551520 7898914 7958048 3303569 2699262 18474910 21667775 2067475 1981514 16407435 19686261 X SEE FORM 990 PART I, QUESTION 1. 0 0 5874769 3886908 DURING THE 2018-19 SEASON, WE PRESENTED THE FOLLOWING PERFORMANCES:1. ALAN CUMMING: LEGAL IMMIGRANT2. MAX RICHTER (BOSTON DEBUT) WITH ACME (AMERICAN CONTEMPORARY MUSIC ENSEMBLE - CELEBRITY SERIES DEBUT)3. ACADEMY OF ST. MARTIN IN THE FIELDS CHAMBER ENSEMBLE (BOSTON DEBUT)4. EPHRAT ASHERIE DANCE, ODEON (BOSTON DEBUT)5. EMANUEL AX, PIANO6. OK GO: THE LIVE VIDEO TOUR (CELEBRITY SERIES DEBUT)7. SANKOFA DANZAFRO, THE CITY OF OTHERS (BOSTON DEBUT)8. ANTHONY ROTH COSTANZO, COUNTERTENOR9. YELLOWJACKETS (CELEBRITY SERIES DEBUT) AND LUCIANA SOUZA'S WORD STRINGS10. DANCE HEGINBOTHAM (BOSTON DEBUT)11. GIL SHAHAM & AKIRA EGUCHI12. BLA FLECK, ZAKIR HUSSAIN (CELEBRITY SERIES DEBUT) & EDGAR MEYER13. INON BARNATAN,PIANO14. AN EVENING WITH THE JULIAN LAGE TRIO15. WMIG WITH ORION WEISS - BEETHOVEN'S APPASSIONATA SONATA16. DOVER QUARTET17. SOWETO GOSPEL CHOIR, SONGS OF THE FREE18. CHARLES LLOYD & THE MARVELS & LUCINDA WILLIAMS (CELEBRITY SERIES DEBUT)19. LEIF OVE ANDSNES, PIANO20. PABLO SINZ VILLEGAS, GUITAR (BOSTON DEBUT)21. LIZZ WRIGHT AND LEAN ON ME: JOS JAMES (CELEBRITY SERIES DEBUT) CELEBRATES BILL WITHERS22. NEDERLANDS DANS THEATER 2 23. THOMAS HAMPSON & LUCA PISARONI (BOSTON DEBUT), NO TENORS ALLOWED 24. MARK MORRIS DANCE GROUP, PEPPERLAND 25. MNOZIL BRASS (BOSTON DEBUT) 26. ALISA WEILERSTEIN, CELLO 27. BEATRICE RANA, PIANO (BOSTON DEBUT)28. JOYCE DIDONATO, MEZZO-SOPRANO (CELEBRITY SERIES DEBUT) 29. WMIG WITH KYLE ATHAYDE DANCE PARTY - BANDS OF THE SWING ERA 30. STORM LARGE (CELEBRITY SERIES DEBUT)31. KIRILL GERSTEIN & THOMAS ADS 32. MONTEREY JAZZ FESTIVAL'S 60TH ANNIVERSARY TOUR STARRING CCILE MCLORIN SALVANT 33. SHAWN COLVIN (CELEBRITY SERIES DEBUT)34. HAGEN QUARTET 35. SAN FRANCISCO SYMPHONY W/ MICHAEL TILSON THOMAS & CHRISTIAN TETZLAFF 36. SO PERCUSSION, DRUMMING 37. DANILO PREZ'S GLOBAL MESSENGERS AND AMIR ELSAFFAR'S TWO RIVERS ENSEMBLE (BOSTON DEBUT) 38. CANTUS, ALONE TOGETHER (BOSTON DEBUT)39. BATSHEVA DANCE COMPANY, VENEZUELA (BOSTON DEBUT) 40. GAUTIER CAPUON (CELEBRITY SERIES DEBUT) & YUJA WANG 41. JAZZ AT LINCOLN CENTER ORCHESTRA WITH WYNTON MARSALIS & SPECIAL GUEST CHARLES MCPHERSON (CELEBRITY SERIES DEBUT 42. DAVID SEDARIS 43. AUSTRALIAN CHAMBER ORCHESTRA W/ PAUL LEWIS 44. JACK DEJOHNETTE, JOE LOVANO, ESPERANZA SPALDING & LEONARDO GENOVESE - THE SPRING QUARTET 45. ITZHAK PERLMAN & EVGENY KISSIN 46. JOSHUA BELL, JEREMY DENK & STEVEN ISSERLIS (CELEBRITY SERIES DEBUT) 47. ALVIN AILEY AMERICAN DANCE THEATER48. PHILHARMONIX (BOSTON DEBUT)49. ALFREDO RODRGUEZ (CELEBRITY SERIES DEBUT) & PEDRITO MARTINEZ DUO (CELEBRITY SERIES DEBUT) AND ARTURO O'FARRILL QUINTET 50. STAVE SESSIONS: ANNA & ELIZABETH51. STAVE SESSIONS: EDMAR CASTANEDA TRIO52. STAVE SESSIONS: LADAMA53. STAVE SESSIONS: ORACLE HYSTERICAL & MUSICIANS FROM A FAR CRY54. STAVE SESSIONS: TIGUE & AROOJ AFTAB WITH GYAN RILEY55. HAPPY HOUR BY MONICA BILL BARNES & COMPANY 194224 PROGRAMMING PERFORMANCES:TOTAL ATTENDANCE = 60,268 IN FY19NUMBER OF EVENTS = 54 IN FY19TOTAL PERFORMANCES = 70 IN FY19PROGRAM SERVICE ACCOMPLISHMENTS:IN 2018-19, CELEBRITY SERIES' ARTS FOR ALL! COMMUNITY ENGAGEMENT PROGRAMS PARTNERED WITH 90 ORGANIZATIONS TO ENGAGE 23,108 PEOPLE OF ALL AGES AND ABILITIES IN 207 ACTIVITIES, HARNESSING THE CREATIVE ENERGY OF THE PERFORMING ARTS TO ACTIVATE BOSTON NEIGHBORHOODS AND CULTIVATE THE NEXT GENERATION OF ARTISTS AND AUDIENCES. ARTS FOR ALL! PROGRAMS INCLUDE:ARTIST CONNECTIONS - ARTISTS FROM ACROSS THE GLOBE TEACHING AND INSPIRING YOUTH. TAKE YOUR SEAT - FREE AND DISCOUNTED TICKETS FOR THOUSANDS OF CHILDREN, STUDENTS AND FAMILIES NEIGHBORHOOD ARTS - INTERACTIVE WORKSHOPS AND FREE COMMUNITY CONCERTS IN SIX BOSTON NEIGHBORHOODS PUBLIC PERFORMANCE PROJECTS - FREE, PARTICIPATORY EVENTS FOR THE WHOLE CITYARTIST 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. HIGHLIGHTS IN 2018-19 INCLUDED WORKSHOPS LED BY AFRO-COLOMBIAN DANCE COMPANY SANKOFA DANZAFRO AT BOSTON ARTS ACADEMY AND THE VERONICA ROBLES CULTURAL CENTER IN EAST BOSTON; DANCE FOR PD WORKSHOPS LED BY MARK MORRIS DANCE GROUP AT BETH ISRAEL DEACONESS MEDICAL CENTER, HARVARD MEDICAL SCHOOL AND URBANITY DANCE; WORKSHOPS BY ALVIN AILEY AMERICAN DANCE THEATER FOR STUDENTS WITH DISABILITIES AT THE COTTING SCHOOL, KENNEDY DAY SCHOOL, AND MURPHY SCHOOL; AND MASTER CLASSES BY EMERGING TO ESTABLISHED ARTISTS AT LONGY SCHOOL OF MUSIC AND NEW ENGLAND CONSERVATORY.PROGRAMS AND ACTIVITIES: 30 COMMUNITY PARTNERS: 16PARTICIPATING ARTISTS: 29 ARTISTS REPRESENTING 14 ENSEMBLES PARTICIPANTS: 2,469 ARTIST CONNECTIONS ARTISTS:ALVIN AILEY AMERICAN DANCE THEATER, INON BARNATAN, MONICA BILL BARNES & COMPANY, BATSHEVA DANCE COMPANY, CANTUS, ANTHONY ROTH COSTANZO, DOVER QUARTET, KIRILL GERSTEIN, THOMAS HAMPSON, MARK MORRIS DANCE COMPANY (DANCE FOR PD), MNOZIL BRASS, NEDERLANDS DANS THEATER 2, BEATRICE RANA, SANKOFA DANZAFROARTIST CONNECTIONS PARTNERS:BETH ISRAEL DEACONESS MEDICAL CENTER, BOCH CENTER SHUBERT THEATRE, BOSTON ARTS ACADEMY, BOSTON BALLET, BOSTON CONSERVATORY AT BERKLEE, BOSTON RENAISSANCE CHARTER SCHOOL, COTTING SCHOOL, DISTRICT HALL, HARVARD MEDICAL SCHOOL, HARVARD UNIVERSITY, KENNEDY DAY SCHOOL AT FRANCISCAN CHILDREN'S, LONGY SCHOOL OF MUSIC, MURPHY SCHOOL, NEW ENGLAND CONSERVATORY, URBANITY DANCE, VERONICA ROBLES CULTURAL CENTERNEIGHBORHOOD 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 WITH A RICH AND VARIED ARRAY OF OPPORTUNITIES.PROGRAMS AND ACTIVITIES: 139 COMMUNITY PARTNERS: 55PARTICIPATING ARTISTS: 14 ENSEMBLES AND GUEST ARTISTS TOTALING 75 LOCAL ARTISTSPARTICIPANTS: 8,463ENGAGING LOCAL ARTISTS - NEIGHBORHOOD ARTS ARTISTS ARE A DIVERSE GROUP OF LOCALLY-BASED ENSEMBLES EXPERIENCED IN WORKING WITH YOUTH AND COMMITTED TO COMMUNITY ENGAGEMENT.ACTIVATING NEIGHBORHOODS - NEIGHBORHOOD ARTS FEATURED 119 FREE EVENTS, INCLUDING INTERACTIVE WORKSHOPS, RESIDENCIES, AND COMMUNITY CONCERTS IN NEIGHBORHOOD VENUES IN DORCHESTER, HYDE-PARK, MATTAPAN, ROSLINDALE, ROXBURY AND THE SOUTH END.COMMUNITY COLLABORATIONS - NEIGHBORHOOD ARTS PARTNERS WITH 50+ COMMUNITY ORGANIZATIONS, FROM LOCAL ARTS AND SOCIAL SERVICE ORGANIZATIONS, TO SCHOOLS, COMMUNITY CENTERS, AND MORE.WORLD-CLASS PERFORMANCES - NEIGHBORHOOD ARTS PARTNERS ATTENDED 19 CELEBRITY SERIES MAIN STAGE PERFORMANCES FREE OF CHARGE. 2018-19 NEIGHBORHOOD ARTS ARTISTS JEAN APPOLON EXPRESSIONS (HAITIAN DANCE) JORGE ARCE (PUERTO RICAN BOMBA Y PLENA) CASTLE OF OUR SKINS (CELEBRATING BLACK ARTISTRY THROUGH MUSIC) RYAN EDWARDS (PERCUSSION/COMPOSITION) DEVIN FERREIRA (HIP-HOP) MARIA FINKELMEIER (PERCUSSION/COMPOSITION) SHAW PONG LIU AND CODE LISTEN 3.0 GUEST ARTISTS GUY MENDILOW ENSEMBLE (WORLD MUSIC) JASON PALMER QUINTET (JAZZ) SOUL YATRA TRIO (MIKE BLOCK - CELLO, SANDEEP DAS - TABLA, SHAW PONG LIU - VIOLIN/ERHU) VERONICA ROBLES AND HER ALL FEMALE MARIACHI ENSEMBLE VOCI ANGELICA TRIO (WORLD MUSIC) PAUL WHITE TRIO AND SACRED JAZZ GUEST ARTISTS (JAZZ) WOMEN OF THE WORLD (WORLD MUSIC) NEIGHBORHOOD ARTS PARTNERS,DORCHESTER, BLUE HILL BOYS & GIRLS CLUB, BOSTON CITY SINGERS, BOSTON HOME, CONSERVATORY LAB CHARTER SCHOOL, EPIPHANY SCHOOL, HENDERSON UPPER SCHOOL, LOUIS D. BROWN PEACE INSTITUTE, SALVATION ARMY KROC CENTERHYDE PARK, BOSTON RENAISSANCE CHARTER SCHOOL, HYDE PARK BRANCH LIBRARYROXBURY, BOSTON CITY-WIDE STRING ORCHESTRA, BOSTON POLICE DEPARTMENT, CITY STRINGS UNITED, DUDLEY STREET NEIGHBORHOOD INITIATIVE, FIRST BAPTIST CHURCH, HAMILTON-GARRETT MUSIC AND ARTS ACADEMY, HERNANDEZ K-8 SCHOOL, HIBERNIAN HALL, LEGACY LIVES ON, NATIONAL CENTER OF AFRO-AMERICAN ARTISTS, PEOPLE'S BAPTIST CHURCH, ROXBURY PRESBYTERIAN CHURCH, TEEN EMPOWERMENT, TIMILTY MIDDLE SCHOOL, TWELFTH BAPTIST CHURCHSOUTH ENDBENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY, CASTLE TENANTS ASSOCIATION, COMMUNITY MUSIC CENTER OF BOSTON, FESTIVAL BETANCES, HURLEY K-8 SCHOOL, INQUILINOS BORICUAS EN ACCION, MORE THAN WORDS, ST.STEPHENS B-READY AFTER SCHOOL PROGRAM, UNION UNITED METHODIST CHURCH, URBAN ARTS FESTIVALMATTAPAN, CHITTICK ELEMENTARY, CHURCH OF THE HOLY SPIRIT, MATTAPAN TEEN CENTERROSLINDALE, BATES ELEMENTARY SCHOOL, FUTURA PRODUCTIONS, IRVING MIDDLE SCHOOL, ROSLINDALE COMMUNITY CENTER, SUMNER BOYS & GIRLS CLUB, OTHER BOSTON NEIGHBORHOODS, A FAR CRY (JAMAICA PLAIN), BETHEL A.M.E. CHURCH (JAMAICA PLAIN), BIG SISTER ASSOCIATION OF GREATER BOSTON, BOSTON ARTS ACADEMY, BOSTON STRING ACADEMY (AT CHINESE EVANGELICAL CHURCH, CHINATOWN AND GARDNER PILOT SCHOOL, ALLSTON), CHARLESTOWN BOYS AND GIRLS CLUB, CITY YEAR BOSTON, JOSIAH QUINCY SCHOOL (CHINATOWN), NEW ENGLAND CONSERVATORY PREPARATORY DIVISION, PUERTO RICAN DAY FESTIVAL TAKE YOUR SEAT TAKE YOUR SEAT PROVIDES FREE AND SIGNIFICANTLY DISCOUNTED TICKETS TO A RANGE OF SCHOOL AND COMMUNITY GROUPS, FAMILIES, AND STUDENTS. THE GOAL OF THE PROGRAM IS TO BREAK DOWN BARRIERS THAT LIMIT ACCESS TO THE PERFORMING ARTS, INCLUDING COST AND PHYSICAL ACCESS. TAKE YOUR SEAT DISTRIBUTED 3,240 FREE AND DISCOUNTED TICKETS TO 26 PERFORMANCES IN OUR MAIN STAGE SEASON. FREE TICKETS: 1,064 TICKETS DISTRIBUTED TO NEIGHBORHOOD ARTS PARTNER ORGANIZATIONS. $10 TICKETS: 904 TICKETS TO SCHOOL AND COMMUNITY GROUPS REACHING UNDERSERVED YOUTH. CHILD TICKETS: 571 TICKETS AT A 50% DISCOUNT FOR CHILDREN UNDER THE AGE OF 18. STUDENT TICKETS: 701 $20 TICKETS TO COLLEGE AND CONSERVATORY STUDENTSPERFORMANCES TO WHICH TAKE YOUR SEAT TICKETS WERE DISTRIBUTED DURING THE 2018-19 SEASON: ALAN CUMMING: LEGAL IMMIGRANT, MAX RICHTER AND THE AMERICAN CONTEMPORARY MUSIC ENSEMBLEACADEMY OF ST. MARTIN IN THE FIELDS CHAMBER ENSEMBLE, EMANUEL AX, PIANO, OK GO: THE LIVE VIDEO TOUR, SANKOFA DANZAFRO: THE CITY OF OTHERS, LUCIANA SOUZA AND YELLOWJACKETS, GIL SHAHAM, VIOLIN AND AKIRA EGUCHI, PIANO, BLA FLECK, EDGAR MEYER, AND ZAKIR HUSSAIN, INON, BARNATAN, PIANO, JULIAN LAGE TRIO, WHAT MAKES IT GREAT? WITH ROB KAPILOW AND ORION WEISS, PIANO, DOVER QUARTET, SOWETO GOSPEL CHOIR, CHARLES LLOYD & THE MARVELS AND LUCINDA WILLIAMS, PABLO SANZ VILLEGAS, LIZZ WRIGHT AND JOSE JAMES, NEDERLANDS DANS THEATER 2, THOMAS HAMPSON AND LUCA PISARONI, MARK MORRIS DANCE GROUP, PEPPERLAND, MNOZIL BRASS, ALISA WEILERSTEIN, CELLO, JOYCE DIDONATO, SONGPLAY WHAT MAKES IT GREAT? WITH ROB KAPILOW AND KYLE ATHAYDE DANCE PARTY, STORM LARGE, KIRILL GERSTEIN, PIANO AND THOMAS ADES, PIANO, MONTEREY JAZZ FESTIVAL 60TH ANNIVERSARY WITH CECILE MCLORIN SALVANT, ANNA & ELIZABETH, EDMAR CASTAEDA TRIO, LADAMA, ORACLE HYSTERICAL AND A FAR, CRY, SHAWN COLVIN, HAGEN QUARTET, AROOJ AFTAB AND TIGUE, SAN FRANCISCO SYMPHONY WITH MICHAEL TILSON THOMAS, CONDUCTOR AND CHRISTIAN TETZLAFF, VIOLIN SOLOIST, SO PERCUSSION, DANILO PREZ'S GLOBAL MESSENGERS AND AMIR ELSAFFAR'S TWO RIVERS ENSEMBLE, BATSHEVA DANCE COMPANY, YUJA WANG, PIANO AND GAUTIER CAPUON, CELLO, JAZZ AT LINCOLN CENTER ORCHESTRA WITH WYNTON, MARSALIS AND CHARLES MCPHERSON, DAVID SEDARIS, AUSTRALIAN CHAMBER ORCHESTRA WITH PAUL LEWIS, PIANO, SPRING QUARTET, ITZHAK PERLMAN, VIOLIN AND EVGENY KISSIN, PIANO, JOSHUA BELL, VIOLIN, STEVEN ISSERLIS, CELLO, AND JEREMY DENK, PIANO, ALVIN AILEY AMERICAN DANCE THEATER, PHILHARMONIX, ALFREDO RODRIGUEZ & PEDRITO MARTINEZ DUO AND THE ARTURO O'FARRILL QUINTETJAZZ ALONG THE CHARLESSEPTEMBER 23, 2019JAZZ ALONG THE CHARLES WAS A FREE PUBLIC EVENT, PART OF CELEBRITY SERIES' COMMITMENT TO FREE PUBLIC PERFORMANCE EXPERIENCES FOR THE PEOPLE OF BOSTON. 6068993 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 127 0 1 68 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 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 MARY ELISABETH SWERZ CHAIR OF FINANCE COMMITTEE 4.00 X 0 0 0 JOSHUA BOGER PH D CHAIR 4.00 X 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 PAUL D GOLDENHEIM MD DIRECTOR 2.00 X 0 0 0 DONNA EGAN DIRECTOR 2.00 X 0 0 0 GABOR GARAI 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 LAWRENCE STIFLER 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 SHARON RICH DIRECTOR 2.00 X 0 0 0 BELINDA TERMEER DIRECTOR 2.00 X 0 0 0 DOROTHY ALTMAN WEBER DIRECTOR 2.00 X 0 0 0 JANET LAWRENCE ZWANZIGER DIRECTOR 2.00 X 0 0 0 MARGARET EAGLE DIRECTOR 2.00 X 0 0 0 SUSAN THONIS DIRECTOR 2.00 X 0 0 0 HANNAH GROVE 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 KATHLEEN GAFFNEY DIRECTOR 2.00 X 0 0 0 STEVEN HOLTZMAN DIRECTOR 2.00 X 0 0 0 ANNA KOLCHINSKY DIRECTOR 2.00 X 0 0 0 REUBEN REYNOLDS DIRECTOR 2.00 X 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 40.00 X 374082 0 13561 EDWIN DERECHO CFO & TREASURER 40.00 X 109750 0 19324 SARA ROBINSON CHF ADVANCM OFCR & CLRK 40.00 X 132749 0 19324 AMY LAM ARTISTIC PROGRAMMER 40.00 X 130056 0 0 JOHN WRIGHT DIRECTOR OF MARKETING AND 40.00 X 104108 0 19324 KAREN BROWN DIRECTOR OF PERFORMANCE OPS. 40.00 X 101142 0 0 951887 0 71533 6 0 1 0 OPUS 3 LLC 470 PARK AVE SOUTH 9TH FLOOR-NORTH NEW YORK NY 10016 ARTIST 270436 ALVIN AILEY DANCE FOUNDATION INC 405 WEST 55TH STREET 2ND FLOOR NEW YORK NY 10019 ARTIST 263151 RAFANELLI EVENTS MANAGEMENT INC 867 BOYLSTON ST 4TH FLOOR BOSTON MA 02116 GALA CONSULTANT 222032 UNIVERSAL WILDE INC PO BOX 12476 NEWARK NJ 07101 TICKET BROCHURE PRINTING AND MAILING 178841 LOS ANGELES PHILHARMONIC ORCHESTRA 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 ARTIST 170000 5 399367 64200 6047046 87844 6510613 TICKET SALES, NET 711110 3680083 3680083 STABILIZATION AND MANAGEMENT FEES 711110 118996 118996 PROCESSING FEES 711110 87829 87829 ADVERTISING 711300 6077 6077 3892985 411998 411998 1218571 1154367 64204 64204 64204 72381 399367 294871 -222490 -222490 10657310 3886908 6077 253712 X 697397 199297 336926 161174 1379224 1050079 78927 250218 20712 12844 3800 4068 146196 116314 10259 19623 128007 79381 23485 25141 53817 53817 34992 34992 68271 68271 2127108 2074361 17046 35701 590482 590482 351503 240060 25356 86087 253896 160361 31178 62357 119517 44971 57913 16633 73104 46172 8978 17954 24426 24426 DIRECT PERFORMANCE COST 1353326 1353326 CAPITAL CAMPAIGN 316673 316673 EQUIPMENT LEASES AND MA 94701 59813 11629 23259 EVENTS 61115 966 60149 63581 41532 4477 17572 7958048 6068993 757454 1131601 630002 645075 1555215 1284204 4523646 6271571 253065 348461 956142 700150 266220 255992 11246762 12862472 18474910 21667775 288534 253314 1778941 1728200 2067475 1981514 X 131457 144829 6766682 8909254 9509296 10632178 16407435 19686261 18474910 21667775 2699262 579564 0 X X 0 1 X 1 0 X 2697086 2957461 8854500 6644689 6510613 27664349 3817380 3890000 3607925 4263417 3892985 19471707 6514466 6847461 12462425 10908106 10403598 47136056 1385666 1832293 6015213 4213848 4129449 17576469 0 1385666 1832293 6015213 4213848 4129449 17576469 29559587 196323 170249 6015213 310926 411998 7104709 196323 170249 6015213 310926 411998 7104709 6710789 7017710 18477638 11219032 10815596 54240765 0.54500 0.58120 0.13100 0.14000 X 10802876 1441759 511081 646877 12108839 8370614 2624728 306134 -498600 10802876 5325150 2829353 490926 -274815 8370614 5381064 220797 -276711 5325150 5656766 -3398 -272304 5381064 0.87800 0.12200 0 0 83475 82700 775 872667 617450 255217 255992 X 11168603 579564 579564 10589039 68271 68271 10657310 7538112 0 7538112 68271 351665 419936 7958048 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, 2019. HOWEVER, THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE JURISDICTIONS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN COSTS PART V, LINE 4: TO PROVIDE A LEVEL OF SUPPORT FOR THE ORGANIZATION AND ITS PROGRAMS. X X X X X X X 1 GRENZEBACH GLIER & ASSOCIATES 200 S MICHIGAN AVE SUITE 2100 CHICAGO IL 60604 FUNDRAISING CONSULTING 0 0 34992 -34992 34992 -34992 MA GALA 452367 399367 53000 22686 62246 209939 ONLINE AUCTION 19381 19381 0 471748 399367 72381 22686 62246 209939 294871 -222490 SCH G PART I #2 X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 249082 0 125000 0 0 0 0 0 13561 0 387643 0 0 0 SARA ROBINSON CHF ADVANCM OFCR & CLRK 132749 0 0 0 0 0 0 0 19324 0 152073 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 2019. X 7 87844 FAIR MARKET VALUE 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, 2019 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 ARTIST FEES: PROGRAM SERVICE EXPENSES 1,919,225. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,919,225. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 80,494. MANAGEMENT AND GENERAL EXPENSES 2,480. FUNDRAISING EXPENSES 35,701. TOTAL EXPENSES 118,675. SERVICE AGREEMENTS: PROGRAM SERVICE EXPENSES 72,425. MANAGEMENT AND GENERAL EXPENSES 1,877. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,302. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,217. MANAGEMENT AND GENERAL EXPENSES 12,689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,906. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN AUDIT OVERSIGHT OR AUDITOR SELECTION PROCESS DURING FISCAL YEAR 2019.