2017-11-07T10:00:00-06:00 2017-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2016-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6174822595 20 PARK PLAZA NO 1032 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2017-10-31 1 YEVGENIYA GORLOVSKY-SCHEPP CPA P00535908 5083669100 2017-10-05 64.238.141.162 2017-10-31 14:33:52 ED P A41C22E49F3662F41C161EC2A09466C92AFD8034 E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE 2016 2021-01-29 14:40:06Z GARY DUNNING 20 PARK PLAZA NO 1032 BOSTON MA 021164303 12990054 0 X WWW.CELEBRITYSERIES.ORG X 1938 MA OUR MISSION IS TO PRESENT WORLD-CLASS PERFORMING ARTISTS WHO INSPIRE AND ENRICH OUR COMMUNITY. WE EXPRESS OUR VISION AS FOLLOWS: 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 SCHOOLS, AT HOMES - EVERYWHERE. 26 26 70 30 10250 -1900 2957461 8854500 3890000 3607925 460928 384370 -257639 -257230 7050750 12589565 0 0 0 0 1946347 2060515 40130 105450 797673 4962506 4747370 6948983 6913335 101767 5676230 8847288 15110842 1730016 2150037 7117272 12960805 X SEE FORM 990 PART I, QUESTION 1. 0 0 5231383 3597675 PROGRAMMING.PERFORMANCESTOTAL ATTENDANCE = 53,331 IN FY17NUMBER OF EVENTS = 46 IN FY17NUMBER OF PERFORMANCES = 53 IN FY17DURING THE FY 2017 SEASON, OUR 78TH SEASON, WE PRESENTED THE FOLLOWING PERFORMANCES:1. BELA FLECK, BANJO AND VICTOR WOOTEN, BASS2. JAZZ 100: CHRIS POTTER, AVISHAI COHEN, WYCLIFFE GORDON AND LIZZ WRIGHT3. IAN BOSTRIDGE, TENOR AND THOMAS ADES, PIANO4. VERTIGO DANCE COMPANY - BOSTON DEBUT5. SOL GABETTA, CELLO AND BERTRAND CHAMAYOU - BOSTON DEBUT6. IMOGEN COOPER, PIANO7. CHUCHO VALDES JOE LOVANO QUINTET8. BERLINER PHILHARMONIKER WITH SIR SIMON RATTLE, CONDUCTOR9. EMERSON STRING QUARTET10. DAVID SEDARIS11. WHAT MAKES IT GREAT? WITH ROB KAPILOW AND NEC PHILHARMONIA, MUSSORGSKY'S "PICTURES AT AN EXHIBITION"12. COLIN CURRIE, PERCUSSION13. WHAT MAKES IT GREAT? WITH ROB KAPILOW AND KYLE ATHAYDE DANCE PARTY, "THE TRAIN IN CLASSIC JAZZ FROM MILLER TO MARSALIS"14. JESSICA LANG DANCE - BOSTON DEBUT15. DANISH STRING QUARTET16. BERLIN PHILHARMONIC WIND QUINTET17. SUSANNA PHILLIPS, SOPRANO18. IGOR LEVIT, PIANO - BOSTON DEBUT19. REGINA CARTER, JAZZ VIOLIN, "SIMPLY ELLA"20. NOAM PIKELNY, BANJO AND ANAIS MITCHELL (VOCAL)21. BUDAPEST FESTIVAL ORCHESTRA WITH IVAN FISCHER, CONDUCTOR AND RICHARD GOODE, PIANO22. VOCES8 - BOSTON DEBUT23. AARON DIEHL AND CECILE MCLORIN SALVANT, JELLY AND GEORGE24. PHILHARMONIA QUARTETT BERLIN25. SYDNEY DANCE COMPANY - BOSTON DEBUT26. VIJAY IYER SEXTET27. AOIFE O'DONOVAN, JULIAN LAGE AND CHRIS ELDRIDGE28. KODO: "DADAN 2017"29. PAUL LEWIS, PIANO30. SANAM MARVI - BOSTON DEBUT31. CHE MALAMBO - BOSTON DEBUT32. HILARY HAHN, VIOLIN AND ROBERT LEVIN, PIANO33. JAZZ AT LINCOLN CENTER ORCHESTRA WITH WYNTON MARSALIS - BUDDY RICH CENTENNIAL34. ESCHER STRING QUARTET - BOSTON DEBUT35. ROOMFUL OF TEETH WITH A FAR CRY36. YO-YO-MA, CELLO; EDGAR MEYER, BASS; CHRIS THILE, MANDOLIN: "THE BACH TRIOS"37. ALVIN AILEY AMERICAN DANCE THEATER38. NATALIE DESSAY, SOPRANO AND PHILIPPE CASSARD, PIANO39. KRISTIN CHENOWETH40. MARC-ANDRE HAMELIN, PIANO41. AZIZA WITH DAVE HOLLAND, CHRIS POTTER, LIONEL LOUEKE AND ERIC HARLAND42. L.A. DANCE PROJECT - BOSTON DEBUT43. STAVE SESSIONS: YMUSIC44. STAVE SESSIONS: MELISSA ALDANA45. STAVE SESSIONS: DARCY JAMES ARGUE'S SECRET SOCIETY46. STAVE SESSIONS: TIGUE AND INNOV. GNAWA 135426 COMMUNITY AND EDUCATION OUTREACH: ARTS FOR ALL! DURING FISCAL YEAR 2017, CELEBRITY SERIES OF BOSTON SPONSORED THE FOLLOWING PROGRAMS:DURING THE 2016/2017 SEASON, CELEBRITY SERIES ENGAGED 409,849 YOUTH, FAMILIES AND COMMUNITY MEMBERS IN 215 PROGRAMS AND ACTIVITIES. THESE ACTIVITIES INCLUDED 25 MASTER CLASSES, LECTURE-DEMONSTRATIONS, AND WORKSHOPS WITH WORLD-CLASS ARTISTS FOR STUDENTS FROM THE ELEMENTARY THROUGH CONSERVATORY LEVELS AND 107 FREE COMMUNITY-BASED EVENTS IN OUR PARTNER NEIGHBORHOODS OF DORCHESTER, HYDE PARK, MATTAPAN, ROSLINDALE, ROXBURY AND THE SOUTH END. IN ADDITION TO THESE ACTIVITIES, 2,766 PEOPLE ATTENDED 46 CELEBRITY SERIES MAIN STAGE PERFORMANCES THROUGH TAKE YOUR SEAT, A FREE AND SUBSIDIZED TICKET PROGRAM. AND 400,000 PEOPLE PARTICIPATED IN STREET PIANOS BOSTON 2016, A PUBLIC PROJECT THAT BROUGHT 60 PIANOS TO OUTDOOR LOCATIONS IN EACH OF BOSTON'S 23 NEIGHBORHOODS PLUS 7 LOCATIONS IN CAMBRIDGE FOR A TWO WEEK INSTALLATION IN SEPTEMBER/OCTOBER, 2016. THROUGH ARTS FOR ALL! PROGRAMS, WE PROVIDED TRANSFORMATIVE ARTISTIC EXPERIENCES FOR THOUSANDS OF PEOPLE OF ALL AGES AND ABILITIES-FROM YOUNG CHILDREN WITH DISABILITIES TO THE NEXT GENERATION OF ARTISTS ENROLLED IN SOME OF THE LEADING CONSERVATORIES IN THE NATION. ARTS FOR ALL! PROGRAM SUMMARY:" NEIGHBORHOOD ARTS - COMMUNITY-BASED CONCERTS AND ARTS ENGAGEMENT PROGRAMS" ARTIST CONNECTIONS - WORLD-CLASS ARTISTS TEACHING AND INSPIRING YOUTH" TAKE YOUR SEAT - ACCESS FOR CHILDREN, STUDENTS AND SPECIAL NEEDS INDIVIDUALS TO ATTEND CELEBRITY SERIES PERFORMANCES" PUBLIC PERFORMANCE ART - CITY-WIDE PUBLIC ART PROJECTSPROGRAMS AND ACTIVITIES: 215 PARTICIPANTS: 409,849COMMUNITY PARTNERS: 143PARTICIPATING TOWNS AND COMMUNITIES: 26NEIGHBORHOOD ARTS" SEPTEMBER 2016 - JUNE 2017" 107 FREE COMMUNITY-BASED EVENTS" 43 COMMUNITY PARTNERS" 11 ENSEMBLES COMPRISED OF 58 ARTISTS" 6,387 PEOPLE SERVEDNEIGHBORHOOD ARTS ADDRESSES DEEP INEQUITIES IN ACCESS TO HIGH-CALIBER, PROFESSIONAL PERFORMING ARTS OPPORTUNITIES IN BOSTON. PRIMARILY FOCUSED IN LOWER INCOME AND UNDERSERVED NEIGHBORHOODS IN DORCHESTER, HYDE PARK, MATTAPAN, ROSLINDALE, ROXBURY, AND THE SOUTH END, NEIGHBORHOOD ARTS BRINGS THE JOY OF LIVE PERFORMANCE TO PEOPLE OF ALL AGES AND ABILITIES, DRAWING DEEPLY UPON PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS TO ACTIVATE NEIGHBORHOODS WITH A RICH AND VARIED ARRAY OF OPPORTUNITIES.ENGAGING LOCAL ARTISTS - NEIGHBORHOOD ARTS ARTISTS ARE A DIVERSE GROUP OF LOCALLY-BASED ENSEMBLES EXPERIENCED IN WORKING WITH YOUTH AND COMMITTED TO COMMUNITY ENGAGEMENT. ARTIST-DRIVEN CONTENT IS AT THE CORE OF WORKSHOPS AND CONCERTS.CREATING COMMUNITY - NEIGHBORHOOD ARTS ENGAGED COMMUNITY LEADERS FROM 43 COMMUNITY CENTERS, LOCAL ARTS AND SOCIAL SERVICE ORGANIZATIONS, SCHOOLS, AND MORE IN THE PLANNING AND IMPLEMENTATION OF ARTISTIC PROGRAMMING, WITH ACTIVITIES TAILORED TO THE NEEDS OF EACH PARTNER.ACTIVATING NEIGHBORHOOD SPACES - NEIGHBORHOOD ARTS FEATURED 107 FREE EVENTS, INCLUDING INTERACTIVE ARTIST-LED WORKSHOPS AND COMMUNITY CONCERTS IN NEIGHBORHOOD VENUES. NEIGHBORHOOD ARTS ACTIVITIES TOOK PLACE IN 26 LOCAL VENUES SUCH AS COMMUNITY CENTERS, PERFORMANCE HALLS, CHURCHES, SCHOOLS, AND MUSEUMS, REACHING 6,387 PEOPLE OF ALL AGES.WORLD-CLASS PERFORMANCES - NEIGHBORHOOD ARTS PARTNERS WERE INVITED TO ATTEND CELEBRITY SERIES MAIN STAGE PERFORMANCES FREE OF CHARGE. 813 INDIVIDUALS EXPERIENCED SOME OF THE WORLD'S FINEST CLASSICAL, JAZZ, AND DANCE ARTISTS. NEIGHBORHOOD ARTS ARTISTSJEAN APPOLON EXPRESSIONS (HAITIAN DANCE)JORGE ARCE (AFRO-CARIBBEAN DANCE)YO-EL CASSELL (CONTEMPORARY DANCE)SANDEEP DAS (TABLA)RYAN EDWARDS (COMPOSER-PERCUSSION)FEDERATOR NO. 1 (AFRO-BEAT BAND)SHAW PONG LIU (COMPOSER-VIOLIN-ERHU)MASARY STUDIOS (PERCUSSION-VIDEO PROJECTION)GUY MENDILOW ENSEMBLE (WORLD MUSIC)VERONICA ROBLES MARIACHI ENSEMBLESOL Y CANTO (PAN-LATIN)NEIGHBORHOOD ARTS PARTNERS (* = NEW IN 2016-17)BIG SISTER ASSOCIATION OF GREATER BOSTONBLUE HILLS BOYS & GIRLS CLUBBOSTON ARTS ACADEMYBOSTON CITY SINGERSBOSTON CITY-WIDE STRING ORCHESTRABOSTON COMMUNITY LEADERSHIP ACADEMY*BOSTON HOME*BOSTON PUBLIC SCHOOLS PERFORMING ARTS DEPARTMENTBOSTON RENAISSANCE CHARTER SCHOOL*BRIDGEBOSTON CHARTER SCHOOL*CENTRAL BOSTON ELDER SERVICESCHITTICK ELEMENTARY SCHOOLCHURCH OF THE HOLY SPIRIT, MATTAPANCITY CONNECTSCITY STRINGS UNITEDCODMAN SQUARE HEALTH CENTER (GREAT HALL)*CONSERVATORY LAB CHARTER SCHOOL*DEPARTMENT OF CHILDREN AND FAMILIES*DIMOCK HEALTH CENTER*HENDERSON INCLUSION K-12 SCHOOLHERN NDEZ K-8 SCHOOLHIBERNIAN HALLHURLEY K-8 SCHOOLINQUILINOS BORICUAS EN ACCI N*LENA PARK COMMUNITY CENTER*MADISON PARK DEVELOPMENT CORPORATIONMATTAPAN CULTURAL ARTS DEVELOPMENT*MATTAPAN TEEN CENTERMILDRED AVENUE COMMUNITY CENTER*PINE STREET INN*ROSLINDALE COMMUNITY CENTERROXBURY INNOVATION CENTER*SALVATION ARMY KROC CENTER*ST. MARK PARISH (DORCHESTER)*ST. STEPHEN'S EPISCOPAL CHURCH, SOUTH ENDSUMNER BOYS & GIRLS CLUBSUMNER ELEMENTARY SCHOOLTIMILTY MIDDLE SCHOOLURBAN EDGEVILLA VICTORIA CENTER FOR THE ARTS*WOMEN'S LUNCH PLACEYOUNG AUDIENCES OF MASSACHUSETTSARTIST CONNECTIONS" OCTOBER 2016 - MAY 2017" 25 ENGAGEMENTS WITH WORLD-CLASS ARTISTS" 1,509 STUDENTS (ELEMENTARY THROUGH CONSERVATORY LEVEL) SERVEDARTIST CONNECTIONS EXTENDS OUR UNPARALLELED ACCESS TO WORLD-CLASS ARTISTS TO STUDENTS FROM ELEMENTARY THROUGH CONSERVATORY LEVELS. MASTER CLASSES, LECTURE-DEMONSTRATIONS, AND INTERACTIVE WORKSHOPS PROVIDE OPPORTUNITIES FOR STUDENTS TO INTERACT WITH AND LEARN DIRECTLY FROM CELEBRITY SERIES' MAIN-STAGE ARTISTS IN INTIMATE SETTINGS.ARTIST CONNECTIONS ARTISTSALVIN AILEY AMERICAN DANCE THEATERBERLIN PHILHARMONIC WIND QUINTETCHE MALAMBOCOLIN CURRIE, PERCUSSIONESCHER STRING QUARTETJESSICA LANG DANCEIGOR LEVIT, PIANOIMOGEN COOPER, PIANOKRISTIN CHENOWETHL.A. DANCE PROJECTPHILHARMONIA QUARTETT BERLINROB KAPILOWSOL GABETTA, CELLOSYDNEY DANCEVERTIGO DANCE COMPANYVOCES8ARTIST CONNECTIONS PARTNERSBOCH CENTER SHUBERT THEATREBOCH CENTER WANG THEATREBOSTON ARTS ACADEMYBOSTON CITY SINGERSBOSTON CONSERVATORY AT BERKLEECOTTING SCHOOLCODMAN SQUARE HEALTH CENTER, GREAT HALLHENDERSON INCLUSION SCHOOLKENNEDY DAY SCHOOL AT FRANCISCAN CHILDREN'SLONGY SCHOOL OF MUSIC OF BARD COLLEGEMATTAPAN TEEN CENTERNEW ENGLAND CONSERVATORYSUMNER BOYS & GIRLS CLUBTAKE YOUR SEATTAKE YOUR SEAT MAKES PERFORMANCE TICKETS AVAILABLE TO ALL PARTICIPANTS IN ARTS FOR ALL! PROGRAMS. THIS INCLUDES SCHOOL AND COMMUNITY GROUPS, FAMILIES, AND STUDENTS. TICKETS ARE AVAILABLE FOR FREE AND OR AT SIGNIFICANTLY REDUCED PRICES. THE GOAL OF THIS PROGRAM IS TO BREAK DOWN BARRIERS THAT LIMIT ACCESS TO THE PERFORMING ARTS, INCLUDING COST AND PHYSICAL ACCESS. FREE TICKETS: 813 TICKETS FOR NEIGHBORHOOD ARTS PARTNER ORGANIZATIONS$10 TICKETS: 877 TICKETS FOR OVER 100 SCHOOL AND COMMUNITY GROUPS SERVING URBAN CHILDRENCHILD TICKETS: 305 TICKETS AT A 50% DISCOUNT FOR CHILDREN UNDER THE AGE OF 18STUDENT RUSH TICKETS: 771 TICKETS FOR $20 TO COLLEGE AND CONSERVATORY STUDENTSPERFORMANCES OFFERED ON TAKE YOUR SEAT DURING THE 2017 SEASON:AARON DIEHL WITH CECILE MCLORIN SALVANTALVIN AILEY AMERICAN DANCE THEATERAOIFE O'DONOVAN, JULIAN LAGE & CHRIS ELDRIDGEAZIZA: CHRIS POTTER, DAVE HOLLAND, LIONEL LOUEKE, & OBED CALVAIREB LA FLECK AND VICTOR WOOTENBERLIN PHILHARMONIC WIND QUINTETBERLINER PHILHARMONIKERBUDAPEST FESTIVAL ORCHESTRACHE MALAMBOCHUCHO VALD S AND JOE LOVANOCOLIN CURRIEDANISH STRING QUARTETDAVID SEDARISEMERSON STRING QUARTETESCHER STRING QUARTETHILARY HAHN AND ROBERT LEVINIAN BOSTRIDGE AND THOMAS AD S IMOGEN COOPERJAZZ 100JAZZ AT LINCOLN CENTER ORCHESTRAJESSICA LANG DANCEKODO DADAN 2017KRISTIN CHENOWETH IN CONCERTL.A. DANCE PROJECTMARC-ANDR HAMELINNATALIE DESSAYNATALIE DESSAYNATALIE DESSAYNOAM PIKELNY AND ANA S MITCHELLPAUL LEWISPHILHARMONIA QUARTETT BERLINREGINA CARTER "SIMPLY ELLA"ROOMFUL OF TEETH WITH A FAR CRYSANAM MARVISOL GABETTA AND BERTRAND CHAMAYOUSTAVE SESSIONS: DARCY JAMES ARGUE'S SECRET SOCIETYSTAVE SESSIONS: MELISSA ALDANA TRIOSTAVE SESSION: TIGUE & INNOV GNAWASTAVE SESSIONS: YMUSICSUSANNA PHILLIPSSYDNEY DANCE COMPANYVERTIGO DANCE COMPANYVIJAY IYER SEXTETVOCES8WHAT MAKES IT GREAT? WITH ROB KAPILOW AND THE NEC PHILHARMONIA: MUSSORGSKY'S PICTURES AT AN EXHIBITIONWHAT MAKES IT GREAT? WITH ROB KAPILOW AND KYLE ATHAYDE DANCE PARTY: THE TRAIN IN CLASSIC JAZZPUBLIC PERFORMANCE PROJECTSTREET PIANOS BOSTON" SEPTEMBER 23 - OCTOBER 10, 2016" 60 PIANOS, PAINTED BY LOCAL ARTISTS LOCATED IN 23 NEIGHBORHOODS OF BOSTON AND CAMBRIDGE" 400,000 PARTICIPANTS FROM ALL OVER GREATER BOSTONSINCE 2013, CELEBRITY SERIES HAS OFFERED THE CITY OF BOSTON AN ANNUAL FREE, PARTICIPATORY PUBLIC PERFORMANCE PROJECT. FOR 18 DAYS IN THE FALL OF 2016, CELEBRITY SERIES PRODUCED STREET PIA 5366809 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 1 0 1 0 0 0 0 0 0 0 0 1 75 0 1 70 1 1 1 0 0 0 0 1 1 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 0 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 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 JOSEPH CEFALU DIRECTOR 2.00 X 0 0 0 TIMOTHY DIGGINS 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 JANN LEEMING DIRECTOR 2.00 X 0 0 0 LAWRENCE STIFLER DIRECTOR 2.00 X 0 0 0 JAMES NUZZO DIRECTOR 2.00 X 0 0 0 ELEANOR PAO 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 JANET TOBIN DIRECTOR 2.00 X 0 0 0 BELINDA TERMEER DIRECTOR 2.00 X 0 0 0 SANJAY VERMA DIRECTOR 2.00 X 0 0 0 DOROTHY 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 SPRING SIRKIN UNTIL DEC 16 DIRECTOR 2.00 X 0 0 0 JOSEPH MCKAY UNTIL DEC 16 DIRECTOR 2.00 X 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 40.00 X 267680 0 10177 EDWIN DERECHO CHIEF FINANCIAL OFFICER AN 40.00 X 103233 0 14502 SARA ROBINSON DIRECTOR OF DEVELOPMENT AN 40.00 X 126809 0 14502 AMY LAM ARTISTIC PROGRAMMER 40.00 X 129248 0 0 626970 0 39181 4 0 1 0 ALVIN AILEY DANCE FOUNDATION 405 WEST 55TH STREET NEW YORK NY 10019 ARTIST 256775 RAFANELLI EVENTS MANAGEMENT INC 867 BOYLSTON ST 4TH FL BOSTON MA 02116 GALA CONSULTANT 249945 OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH NEW YORK NY 10016 ARTIST AGENT 170300 PERLMAN ITZHAK 19 WEST 69TH ST 601 NEW YORK NY 10023 ARTIST 126000 CAMI LLC 5 COLUMBUS CIRCLE NEW YORK NY 10019 ARTIST AGENT 105000 5 404430 58800 8391270 111036 8854500 TICKET SALES, NET 711110 3387081 3387081 STABILIZATION AND MANAGEMENT FEES 711110 108160 108160 PROCESSING FEES 711110 102434 102434 ADVERTISING 711300 10250 10250 3607925 168782 168782 294280 78692 215588 215588 215588 64567 404430 321797 -257230 -257230 12589565 3597675 10250 127140 X 532059 129942 255033 147084 1275030 873735 159780 241515 126843 90453 17429 18961 126583 72724 28300 25559 37323 37323 105450 105450 40771 40771 1976249 1887309 52631 36309 34764 34764 370433 293056 32331 45046 222943 130868 31591 60484 104270 39754 49728 14788 19420 14564 2428 2428 24799 24799 DIRECT PERFORMANCE COST 1693122 1693122 EQUIPMENT LEASES AND MA 103698 60871 14694 28133 EVENTS 59617 245 59372 DESIGN 44194 44194 15767 1453 1770 12544 6913335 5366809 748853 797673 640414 639141 1303972 1404109 1055836 3379166 139394 177460 667723 596375 59213 71348 5648459 9439618 8847288 15110842 245435 201155 1484581 1948882 1730016 2150037 X 382556 203417 2479901 5673220 4254815 7084168 7117272 12960805 8847288 15110842 5676230 167303 0 X 0 1 X 1 0 X 3004002 1925405 2697086 2957461 8854500 19438454 3559344 4015169 3817380 3890000 3607925 18889818 6563346 5940574 6514466 6847461 12462425 38328272 1595002 389177 1385666 1832293 6015213 11217351 0 1595002 389177 1385666 1832293 6015213 11217351 27110921 205799 253254 196323 170249 6015213 6840838 205799 253254 196323 170249 6015213 6840838 6769145 6193828 6710789 7017710 18477638 45169110 0.60020 0.79160 0.15140 0.03190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5325150 2829353 490926 -274815 8370614 5381064 220797 -276711 5325150 5656766 -3398 -272304 5381064 5015092 895697 -254023 5656766 4518147 727516 -230571 5015092 0.84630 0.15370 0 0 83475 79924 3551 555538 516451 39087 28710 28710 71348 X 12556806 167303 167303 12389503 40771 159291 200062 12589565 6713273 0 6713273 40771 159291 200062 6913335 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, 2017. HOWEVER, THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN COSTS 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 401 N MICHIGAN AVE 2800 CHICAGO IL 60611 FUNDRAISING AND CAPITAL CAMPAIGN CONSULTANTS 0 0 105450 0 105450 MA GALA 448630 404430 44200 24000 61201 236573 ONLINE AUCTION 20367 20367 23 0 468997 404430 64567 24000 61201 236596 321797 -257230 SCH G PART I #2 X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 242680 0 25000 0 0 0 0 0 10177 0 277857 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 2017. MELODY PAO DAUGHTER OF ELEANOR PAO - MEMBER OF BOARD OF DIRECTORS 43691 COMPENSATION PAID FOR EMPLOYMENT AT CELEBRITY SERIES OF BOSTON. SHE WAS OFFERED THIS FULL TIME POSITION AFTER MORE THAN SIX MONTHS AS A PART-TIME ASSOCIATE. SHE HAS BEEN A FULL-TIME EMPLOYEE SINCE APRIL, 2014. COMPENSATION WAS DETERMINED IN ACCORDANCE WITH PAYROLL POLICIES WHICH INCLUDES CONSIDERATION OF SUCH FACTORS AS POSITION RESPONSIBILITIES, EMPLOYEE'S RELEVANT EXPERIENCE, MARKET DATA AND OTHER EMPLOYEES' COMPENSATION LEVELS. 0 X 13 111036 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, 2017 ALL OF THE BOARD MEMBERS RETURNED FORMS CONFIRMING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A 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 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 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE ONLINE AND UPON REQUEST. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 1,736,880. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,736,880. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 76,872. MANAGEMENT AND GENERAL EXPENSES 11,194. FUNDRAISING EXPENSES 36,309. TOTAL EXPENSES 124,375. SERVICE AGREEMENTS: PROGRAM SERVICE EXPENSES 73,557. MANAGEMENT AND GENERAL EXPENSES 1,827. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,384. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 39,610. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,610.