2016-10-07T15:48:41-05:00 2016-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2015-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6174822595 20 PARK PLAZA NO 1032 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2016-09-30 1 YEVGENIYA GORLOVSKY-SCHEPP CPA P00535908 5083669100 2016-09-15 2015 2017-02-10 21:41:12Z GARY DUNNING 20 PARK PLAZA NO 1032 BOSTON MA 021164303 7771173 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. 29 29 32 31 4100 -8237 2697086 2957461 3817380 3890000 507382 460928 -251019 -257639 6770829 7050750 0 0 0 0 1843914 1946347 0 40130 642733 4626396 4962506 6470310 6948983 300519 101767 8943440 8847288 1739512 1730016 7203928 7117272 X SEE FORM 990 PART I, QUESTION 1. 0 0 5458059 3885900 PROGRAMMING/PERFORMANCESTOTAL ATTENDANCE = 60,366NO. OF EVENTS = 52NO. OF SHOWS = 63DURING THE FY 2016 SEASON, OUR 77TH SEASON, WE PRESENTED THE FOLLOWING PERFORMANCES:1. DAVID SEDARIS2. SPELLBOUND CONTEMPORARY BALLET, "THE FOUR SEASONS"3. DAWN UPSHAW, SOPRANO AND GILBERT KALISH, PIANO4. PAVEL HAAS QUARTET - BOSTON DEBUT5. LANG LANG, PIANO6. GIL SHAHAM, "BACH SIX SOLOS FOR VIOLIN", WITH ORIGINAL FILMS BY DAVID MICHALEK7. WHAT MAKES IT GREAT? WITH ROB KAPILOW, "ALL THE THINGS YOU ARE - AMERICAN SONG FROM KERN TO COPLAND AND BEYOND"8. MAVIS STAPLES AND JOAN OSBORNE, "SOLID SOUL"9. BACH COLLEGIUM JAPAN WITH MASAAKI SUZUKI, CONDUCTOR AND JOANNE LUNN, SOPRANO10. CHUCHO VALDES, PIANO, "IRAKERE 40"11. CIRCA, "OPUS" WITH QUATUOR DEBUSSY STRING QUARTET - BOSTON DEBUT12. SOWETO GOSPEL CHOIR13. YO-YO MA, CELLO AND KATHRYN STOTT, PIANO14. JENNIFER KOH, VIOLIN (BOSTON RECITAL DEBUT) AND SHAI WOSNER, PIANO, "BRIDGE TO BEETHOVEN"15. CHILDREN OF THE LIGHT TRIO: DANILO P REZ, PIANO; JOHN PATITUCCI, BASS AND BRIAN BLADE, DRUMS WITH SPECIAL OPENING BY JOEY ALEXANDER, PIANO16. BILLY COLLINS AND AIMEE MANN, "AN EVENING OF POETRY, ACOUSTIC MUSIC & CONVERSATION"17. JAZZ AT LINCOLN CENTER ORCHESTRA WITH WYNTON MARSALIS18. TARA ERRAUGHT, MEZZO-SOPRANO - BOSTON DEBUT19. TAKACS QUARTET FEATURING BOSTON PREMIERE OF A NEW WORK BY TIMO ANDRES20. DAVID FINCKEL, CELLO; WU HAN, PIANO AND DAVID SHIFRIN, CLARINET21. DENIS KOZHUKHIN, PIANO - BOSTON DEBUT22. BILLY CHILDS WITH BECCA STEVENS AND ALICIA OLATUJA, "REIMAGINING LAURA NYRO"23. ORCHESTRE NATIONAL DE FRANCE WITH DANIELE GATTI, MUSIC DIRECTOR AND ALEXANDRE THARAUD, PIANO SOLOIST - BOSTON DEBUT24. BALLETBOYZ - BOSTON DEBUT25. MACK AVENUE SUPERBAND WITH GARY BURTON, VIBRAPHONE, TIA FULLER, SAXOPHONE, SEAN JONES, TRUMPET AND CHRISTIAN MCBRIDE TRIO26. BROOKLYN RIDER WITH GABRIEL KAHANE27. ANA GASTEYER IN CONCERT28. ANDRAS SCHIFF, PIANO29. CHRISTIAN TETZLAFF, VIOLIN; TANJA TETZLAFF, CELLO; LARS VOGT, PIANO30. AN EVENING WITH KELLI O'HARA31. ITZHAK PERLMAN, VIOLIN, "IN THE FIDDLER'S HOUSE 20TH ANNIVERSARY"32. WHAT MAKES IT GREAT? WITH ROB KAPILOW AND NEC PHILHARMONIA - BEETHOVEN, SYMPHONY NO. 133. PAUL APPLEBY, TENOR34. PATTY GRIFFIN, SARA WATKINS AND ANA S MITCHELL, "TOGETHER ON STAGE"35. AVI AVITAL, MANDOLIN; KSENIJA SIDOROVA, ACCORDION AND ITAMAR DOARI, PERCUSSION, "BETWEEN WORLDS TOUR"36. ALVIN AILEY AMERICAN DANCE THEATER37. ACADEMY OF ST. MARTIN IN THE FIELDS WITH JOSHUA BELL, MUSIC DIRECTOR AND VIOLIN SOLOIST38. "BINGE-WORTHY JOURNALISM - BACKSTAGE WITH THE CREATORS OF SERIAL, SARAH KOENIG AND JULIE SNYDER"39. JEREMY DENK, PIANO40. HUBBARD STREET DANCE CHICAGO41. JERUSALEM STRING QUARTET WITH INON BARNATAN, PIANO42. SF JAZZ COLLECTIVE, "THE MUSIC OF MICHAEL JACKSON AND ORIGINAL COMPOSITIONS"43. SUSAN GRAHAM, MEZZO-SOPRANO44. EMANUEL AX, PIANO45. SWEET HONEY IN THE ROCK46. MALPASO DANCE COMPANY WITH ARTURO O'FARRILL AND THE AFRO-LATIN JAZZ ENSEMBLE - BOSTON DEBUT47. STAVE SESSIONS: BERKLEE NIGHT FEATURING SUDACAS AND MIXCLA48. STAVE SESSIONS: SYBARITE5, "OUTLIERS"49. STAVE SESSIONS: KNEEBODY + DAEDELUS = KNEEDELUS50. STAVE SESSIONS: MY BRIGHTEST DIAMOND51. STAVE SESSIONS: SAM AMIDON AND GLENN KOTCHE52. STAVE SESSIONS: SO PERCUSSION WITH BUKE AND GASE 107792 COMMUNITY OUTREACH/EDUCATION COMMUNITY AND EDUCATION OUTREACH: ARTS FOR ALL! DURING FISCAL YEAR 2016, CELEBRITY SERIES OF BOSTON SPONSORED THE FOLLOWING PROGRAMS:DURING THE 2015/2016 SEASON, CELEBRITY SERIES ENGAGED 16,460 YOUTH, FAMILIES AND COMMUNITY MEMBERS IN 157 PROGRAMS AND ACTIVITIES. THESE ACTIVITIES INCLUDED 31 ENGAGEMENTS WITH WORLD-CLASS ARTISTS IN BOSTON'S LEADING CONSERVATORIES, 63 FREE COMMUNITY-BASED EVENTS IN OUR PARTNER NEIGHBORHOODS OF DORCHESTER, HYDE PARK/ MATTAPAN, ROSLINDALE, ROXBURY AND THE SOUTH END. IN ADDITION TO THESE ACTIVITIES, 4,425 PEOPLE ATTENDED 47 CELEBRITY SERIES MAIN STAGE PERFORMANCES THROUGH TAKE YOUR SEAT, A FREE AND SUBSIDIZED TICKET PROGRAM. 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 4,000+ INDIVIDUALS TO ATTEND PERFORMANCES" PUBLIC PERFORMANCE ART - CITY-WIDE PUBLIC ART PROJECTSPROGRAMS AND ACTIVITIES: 157 PARTICIPANTS: 16,460 COMMUNITY PARTNERS: 89PARTICIPATING TOWNS AND COMMUNITIES: 28NEIGHBORHOOD ARTS" OCTOBER 2015 - JUNE 2016" 63 FREE COMMUNITY-BASED EVENTS" 56 COMMUNITY PARTNERS" 29 ARTISTS AND 9 ENSEMBLES" 6,141 PEOPLE SERVEDNEIGHBORHOOD ARTS MISSION:NEIGHBORHOOD 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 46 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 63 FREE EVENTS, INCLUDING INTERACTIVE ARTIST-LED WORKSHOPS AND COMMUNITY CONCERTS IN NEIGHBORHOOD VENUES. NEIGHBORHOOD ARTS ACTIVITIES TOOK PLACE IN 23 LOCAL VENUES SUCH AS COMMUNITY CENTERS, PERFORMANCE HALLS, CHURCHES, SCHOOLS, AND MUSEUMS, REACHING 5,207 PEOPLE OF ALL AGES.WORLD-CLASS PERFORMANCES - NEIGHBORHOOD ARTS PARTNERS WERE INVITED TO ATTEND CELEBRITY SERIES MAIN STAGE PERFORMANCES FREE OF CHARGE. 934 INDIVIDUALS EXPERIENCED SOME OF THE WORLD'S FINEST CLASSICAL, JAZZ, AND DANCE ARTISTS. LOCAL ARTISTS" ALASTAIR MOOCK" BOSTON PUBLIC QUARTET" EVE COSTARELLI AND ANTONIO TIRITI" GUY MENDILOW ENSEMBLE" JOHN HANIFIN BAND" QUARTET OF HAPPINESS" RYAN EDWARDS" SHAW PONG LIU" SOL Y CANTONEIGHBORHOOD ARTS PARTNERSDORCHESTER" BLUE HILL BOYS & GIRLS CLUB" BOSTON CITY SINGERS" BOSTON COLLEGIATE CHARTER SCHOOL" DR. WILLIAM W. HENDERSON K-12 INCLUSION SCHOOL" PARISH OF ALL SAINTS" THE UP TRUCKHYDE PARK" BOSTON COMMUNITY LEADERSHIP ACADEMY" FRANCIS D. MARTINI MEMORIAL SHELL PARK" SAVE OUR STREETS - BOSTON, INC." URBAN ARTS FESTIVALMATTAPAN" CHITTICK ELEMENTARY SCHOOL" CHURCH OF THE HOLY SPIRIT" CITYCONNECTS " MATTAPAN TEEN CENTER (BOYS & GIRLS CLUBS)" MATTAPAN UNITEDROSLINDALE" MUSICONNECTS " ROSLINDALE COMMUNITY CENTER" SUMNER BOYS AND GIRLS CLUB" SUMNER ELEMENTARY SCHOOLROXBURY" BOSTON CITY-WIDE STRING ORCHESTRA " BOSTON PUBLIC SCHOOLS PERFORMING ARTS DEPARTMENT" CENTRAL BOSTON ELDER SERVICES, INC." CITY STRINGS UNITED " HALEY HOUSE BAKERY" RAFAEL HERN NDEZ K-8 SCHOOL" HIBERNIAN HALL" MADISON PARK DEVELOPMENT CORPORATION" MERENGUE RESTAURANT" STOP AND TASTE PIZZERIA" TIMILTY MIDDLE SCHOOL" TROPICAL FOODS SUPERMARKET" URBAN EDGE" YAWKEY BOYS & GIRLS CLUB OF ROXBURYSOUTH END" BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY" BLACKSTONE ELEMENTARY SCHOOL" HURLEY K-8 SCHOOL" ST. STEPHEN'S CHURCH (B-READY AFTERSCHOOL PROGRAM)OTHER GREATER BOSTON NEIGHBORHOODS:BERKLEE PERFORMANCE CENTERBIG SISTER ASSOCIATION OF GREATER BOSTONBOSTON ARTS ACADEMYBOSTON COLLEGIATE CHARTER SCHOOLBOSTON CONSERVATORYBOSTON LATIN SCHOOL BOSTON PUBLIC SCHOOLS CITYWIDE DANCE COMPANYBOSTON PUBLIC SCHOOLS PERFORMING ARTS DEPARTMENTBOYS & GIRLS CLUB OF LAWRENCECHARLESTOWN BOYS AND GIRLS CLUBCITI SHUBERT THEATRECITI WANG THEATRECOMMONWEALTH SHAKESPEARE COMPANYFENWAY ARTS CENTER AT NORTHEASTERN UNIVERSITYFROM THE TOPHARVARD UNIVERSITYJEWISH COMMUNITY DAY SCHOOLNEW ENGLAND CONSERVATORYSHADY HILL SCHOOLSTAJEZ CULTURAL ARTS CENTERSYMPHONY HALLUSS CONSTITUTION MUSEUMWOMEN'S LUNCH PLACEYOUNG AUDIENCES OF MASSACHUSETTSARTIST CONNECTIONS" OCTOBER 2015 - MAY 2016" 29 ENGAGEMENTS WITH WORLD-CLASS ARTISTS" 1,828 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 SPOTLIGHTSOWETO GOSPEL CHOIR WORKSHOP WITH BOSTON CITY SINGERSNOVEMBER 14, 2015BLUE HILL BOYS & GIRLS CLUB, DORCHESTER230 INDIVIDUALS SERVEDSOWETO GOSPEL CHOIRTHE SOWETO GOSPEL CHOIR PRESENTED A ONE HOUR CHORAL AND MOVEMENT WORKSHOP ON SOUTH AFRICAN REPERTOIRE WITH BOSTON CITY SINGERS, A DORCHESTER-BASED HIGH SCHOOL CHOIR, FOR THEIR FAMILIES AND DORCHESTER RESIDENTS. BOSTON CITY SINGERS PERFORMED FOUR SONGS FOR SGC: "NELSON MANDELA," "ASIMBONANGA," "EMLANJENI, AND "SHOSHOLOZA," WHICH THEY WILL SING IN SOUTH AFRICA ON TOUR DURING THE SUMMER OF 2016. BOSTON CITY SINGERS AND THEIR FACULTY (65 INDIVIDUALS TOTAL) ALSO ATTENDED THE SYMPHONY HALL PERFORMANCE OF SOWETO GOSPEL CHOIR THE DAY AFTER THE WORKSHOP.ALVIN AILEY AMERICAN DANCE THEATERMOVEMENT WORKSHOPS AT THE COTTING SCHOOL, HENDERSON LOWER SCHOOL, AND KENNEDY DAY SCHOOLMASTER CLASS AT BOSTON ARTS ACADEMYJANUARY 21-22, 2016 240 CHILDREN WITH DISABILITIES AND 25 HIGH SCHOOL DANCE STUDENTS SERVEDALVIN AILEY DANCERS PRESENTED THREE 50-MINUTE MOVEMENT LECTURE/DEMONSTRATIONS AT SCHOOLS SERVING CHILDREN WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES AND OTHER SPECIAL NEEDS. STUDENTS HEARD A BRIEF HISTORY OF THE AILEY COMPANY AND SAW EXCERPTS FROM ALVIN AILEY'S REVELATIONS, ROBERT BATTLE'S AWAKENING, KYLE ABRAHAM'S UNTITLED AMERICA AND RENNIE HARRIS' EXODUS. THE AILEY DANCERS LED STUDENTS IN WARMUP EXERCISES AND TAUGHT THE STUDENTS CHOREOGRAPHY TO THE POPULAR SONG "NAE NAE." THE DANCERS ALSO PRESENTED AND INTERACTIVE MASTER CLASS FOR BOSTON ARTS ACADEMY DANCE STUDENTS.ARTIST CONNECTION ENGAGEMENTSBOSTON ARTS ACADEMY" ALVIN AILEY AMERICAN DANCE THEATER MASTERCLASSBOSTON CONSERVATORY" BALLETBOYZ MASTERCLASS THE DANCE COMPLEX" HUBBARD STREET DANCE CHICAGO MASTERCLASS HARVARD UNIVERSITY" GABRIEL KAHANE ARTIST TALK" ANA GASTEYER MASTERCLASS" KELLI O'HARA MASTERCLASSLONGY SCHOOL OF MUSIC" PAVEL HAAS QUARTET COACHINGS (3)" SHAI WOSNER MASTERCLASS" JENNIFER KOH MASTERCLASS" TARA ERRAUGHT MASTERCLASS" DENIS KOZHUKHIN MASTERCLASS" PAUL APPLEBY MASTERCLASSNEW ENGLAND CONSERVATORY" SHAI WOSNER MASTERCLASS" TAK CS QUARTET 2 MASTERCLASSES" ALEXANDRE THARAUD MASTERCLASS" ROB KAPILOW ARTIST TALK" JEREMY DENK MASTERCLASS" INON BARNATAN MASTERCLASS" SUSAN GRAHAM MASTERCLASSSYMPHONY HALL" SARAH KOENIG & JULIE SNYDER BACKSTAGE ARTIST TALK WITH ZUMIX RADIO STUDENTSARTIST TALKS AT THE SHUBERT THEATRE" BALLETBOYZ ARTIST TALK" HUBBARD STREET DANCE CHICAGO ARTIST TALK" MALPASO DANCE COMPANY ARTIST TALKTAKE 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: 934 TICKETS FOR NEIGHBORHOOD ARTS PARTNER ORGANIZATIONS$10 TICKETS: 1,487 TICKETS FOR OVER 100 SCHOOL AND COMMUNITY G 5565851 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 1 122 0 1 32 1 1 1 0 0 0 0 1 1 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 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 ILENE JACOBS DIRECTOR 2.00 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 JOSEPH MCNAY DIRECTOR 2.00 X 0 0 0 GORDON MOORE DIRECTOR 2.00 X 0 0 0 LAWRENCE STIFLER START MAY16 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 SPRING SIRKIN 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 TAMMY NASON LEFT DURING 2016 DIRECTOR 2.00 X 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 40.00 X 255850 0 10041 EDWIN DERECHO CHIEF FINANCIAL OFFICER AND TREASURER 40.00 X 100923 0 14366 SARA ROBINSON DIRECTOR OF DEVELOPMENT AND CLERK 40.00 X 124822 0 14366 AMY LAM ARTISTIC PROGRAMMER 40.00 X 104477 0 0 586072 0 38773 4 0 1 0 ALVIN AILEY DANCE FOUNDATION 405 WEST 55TH STREET NEW YORK NY 10019 ARTIST 238324 COLUMBIA ARTISTS MANAGEMENT LLC 5 COLUMBUS CIRCLE NEW YORK NY 10019 ARTIST AGENT 109500 OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH NEW YORK NY 10016 ARTIST AGENT 106500 HIGH OUTPUT PRODUCTION SERVICES 495 TURNPIKE STREET CARLTON MA 02021 PRODUCTION SERVICES 104240 4 527704 58200 2371557 79691 2957461 TICKET SALES, NET 711110 3660731 3660731 STABILIZATION AND MANA 711110 119616 119616 PROCESSING FEES 711110 105553 105553 ADVERTISING 711300 4100 4100 3890000 170249 170249 703863 413184 290679 290679 290679 49600 527704 307239 -257639 -257639 7050750 3885900 4100 203289 X 537900 135069 257183 145648 1165714 842043 143222 180449 119799 86870 16645 16284 122934 71162 27987 23785 47627 47627 40130 40130 40468 40468 2108445 2007393 34886 66166 31088 31088 302332 229577 38428 34327 210881 136588 35955 38338 99639 37537 46682 15420 43387 32541 5423 5423 19858 19858 DIRECT PERFORMANCE COST 1867505 1867505 EQUIPMENT LEASES AND MA 91719 51448 25830 14441 EVENTS 51417 51417 DESIGN 36003 36003 12137 1027 205 10905 6948983 5565851 740399 642733 1019230 640414 1028454 1303972 579840 1055836 127747 139394 636168 576955 86822 59213 6101347 5648459 8943440 8847288 189978 245435 1549534 1484581 1739512 1730016 X 545174 382556 2403939 2479901 4254815 4254815 7203928 7117272 8943440 8847288 101767 -188423 0 X X 0 1 X 1 0 X 1616807 3004002 1925405 2697086 2957461 12200761 3233150 3559344 4015169 3817380 3890000 18515043 4849957 6563346 5940574 6514466 6847461 30715804 397925 1595002 389177 1385666 1832293 5600063 0 397925 1595002 389177 1385666 1832293 5600063 25115741 185658 205799 253254 196323 170249 1011283 185658 205799 253254 196323 170249 1011283 5035615 6769145 6193828 6710789 7017710 31727087 0.79160 0.82170 0.03190 0.03360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5381064 220797 -276711 5325150 5656766 -3398 -272304 5381064 5015092 895697 -254023 5656766 4518147 727516 -230571 5015092 4244408 10407 4392 -204280 4518147 0.79900 0.20100 0 0 83475 77733 5742 552693 499222 53471 59213 X 6821859 -188423 -188423 7010282 40468 40468 7050750 6908515 0 6908515 40468 40468 6948983 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, 2016 AND 2015. 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. 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 40130 0 40130 MA 77TH ANNIVERSARY GALA 554624 527704 26920 45634 261605 ONLINE AUCTION 22680 0 22680 0 577304 527704 49600 45634 261605 307239 -257639 SCH G PART I #2 THE ORGANIZATION ALSO REIMBURSED GRENZEBACH GLIER & ASSOCIATES $8,870 IN EXPENSES AS PER THE INVOICES. X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 220850 0 30000 0 5000 0 0 0 10041 0 265891 0 0 0 MELODY PAO DAUGHTER OF ELEANOR PAO - MEMBER OF BOARD OF DIRECTORS 38329 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 9 79691 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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, 2016 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. THE PRESIDENT AND EXECUTIVE DIRECTOR'S SALARY IS FIXED FOR A FIVE-YEAR CONTRACT PERIOD. 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 1,827,237. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,827,237. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 94,662. MANAGEMENT AND GENERAL EXPENSES 4,706. FUNDRAISING EXPENSES 66,166. TOTAL EXPENSES 165,534. SERVICE AGREEMENTS: PROGRAM SERVICE EXPENSES 81,841. MANAGEMENT AND GENERAL EXPENSES 1,803. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,644. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,653. MANAGEMENT AND GENERAL EXPENSES 28,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,030. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR