2015-12-15T07:06:33-06:00 2015-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6174822595 20 PARK PLAZA NO 1032 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2015-12-02 1 YEVGENIYA GORLOVSKY-SCHEPP CPA P00535908 5083669100 2015-12-02 2014 2016-03-07 17:11:31Z GARY DUNNING 20 PARK PLAZA NO 1032 BOSTON MA 021164303 7511218 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. 28 28 78 30 4100 -5724 1925405 2697086 4015169 3817380 607228 507382 -214666 -251019 6333136 6770829 0 0 0 0 1755361 1843914 0 0 528272 5420363 4626396 7175724 6470310 -842588 300519 9081912 8943440 1719695 1739512 7362217 7203928 X SEE FORM 990 PART I, QUESTION 1. 0 0 5067868 3813280 PROGRAMMING/PERFORMANCESTOTAL ATTENDANCE = 68,948NO. OF EVENTS = 45NO. OF SHOWS = 58DURING THE FY 2015 SEASON, OUR 76TH ANNIVERSARY, WE PRESENTED THE FOLLOWING PERFORMANCES:I.MAURIZIO POLLINI, PIANOII.CHRIS THILE, MANDOLIN AND EDGAR MEYER, BASSIII.DAVID SEDARISIV.REGINA CARTER, VIOLIN, "SOUTHERN COMFORT"V.VADYM KHOLODENKO, PIANO - BOSTON DEBUTVI.BELA FLECK AND ABIGAIL WASHBURN, BANJOSVII.LEIPZIG GEWENDHAUS ORCHESTRA WITH RICCARDO CHAILLY, CONDUCTOR AND NIKOLAJ ZNAIDER, VIOLIN SOLOISTVIII.ROSANNE CASH, "THE RIVER AND THE THREAD"IX.SAN FRANCISCO SYMPHONY WITH MICHAEL TILSON THOMAS, MUSIC DIRECTOR AND GIL SHAHAM, VIOLIN SOLOISTX.SIMON BOLIVAR STRING QUARTET - BOSTON DEBUTXI.TANIA PEREZ-SALAS COMPANIA DE DANZA - BOSTON DEBUTXII.ITZHAK PERLMAN, VIOINXIII.WHAT MAKES IT GREAT? WITH ROB KAPILOW AND VOICES BOSTON, BENJAMIN BRITTEN'S "A CEREMONY OF CAROLS"XIV.INON BARNATAN, PIANO - BOSTON RECITAL DEBUTXV.UKULELE ORCHESTRA OF GREAT BRITAIN - BOSTON DEBUTXVI.EMERSON STRING QUARTETXVII.ANGELA HEWITT, PIANO AND ANNE SOFIE VON OTTER, MEZZO-SOPRANOXVIII.IRA GLASS, MONICA BILL BARNES & ANNA BASS, THREE ACTS, TWO DANCERS, ONE RADIO HOSTXIX.AN EVENING WITH BRANFORD MARSALISXX.CHRISTIAN MCBRIDE TRIO AND C CILE MCLORIN SALVANTXXI.RENEE FLEMING, SOPRANOXXII.CALDER QUARTETXXIII.MAHLER CHAMBER ORCHESTRA WITH LEIF OVE ANDSNES, PIANO/CONDUCTORXXIV.BRIAN BROOKS MOVING COMPANY WITH WENDY WHELAN - BOSTON DEBUTXXV.AN EVENING WITH AUDRA MCDONALDXXVI.THE SILK ROAD ENSEMBLE WITH YO-YO MAXXVII.CAMERON CARPENTER, ORGAN - BOSTON DEBUTXXVIII.DANIIL TRIFONOV, PIANOXXIX.LISA BATIASHVILI, VIOLIN AND PAUL LEWIS, PIANOXXX.DUBLIN GUITAR QUARTET - BOSTON DEBUTXXXI.WHAT MAKES IT GREAT? WITH ROB KAPILOW AND THE KYLE ATHAYDE DANCE PARTY, "IT DON'T MEAN A THING" MUSIC OF DUKE ELLINGTONXXXII.CHICK COREA AND HERBIE HANCOCKXXXIII.JOSEPH CALLEJA, TENORXXXIV.TRIO JEAN PAULXXXV.STEPHEN HOUGH, PIANOXXXVI.JAD ABUMRADXXXVII.KURT ELLING, PASSION WORLD WITH ANAT COHENXXXVIII.CEDAR LAKE CONTEMPORARY BALLET - BOSTON DEBUT 123835 COMMUNITY OUTREACH/EDUCATION COMMUNITY AND EDUCATION OUTREACH: ARTS FOR ALL! DURING THE 2014/2015 SEASON, CELEBRITY SERIES ENGAGED OVER 10,000 YOUTH, FAMILIES AND COMMUNITY MEMBERS IN 87 ARTS ACTIVITIES. THESE ACTIVITIES INCLUDED 40 ENGAGEMENTS WITH WORLD-CLASS ARTISTS IN BOSTON'S LEADING CONSERVATORIES, 46 FREE COMMUNITY-BASED EVENTS IN OUR PARTNER NEIGHBORHOODS OF DORCHESTER, HYDE PARK/ MATTAPAN, ROSLINDALE, ROXBURY AND THE SOUTH END. IN ADDITION TO THESE ACTIVITIES, OVER 4,380 PEOPLE ATTENDED 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:" TAKE YOUR SEAT - ACCESS FOR 4,380 CHILDREN, STUDENTS, SENIORS AND FAMILIES TO ATTEND PERFORMANCES" NEIGHBORHOOD ARTS - 46 FREE COMMUNITY-BASED CONCERTS AND ARTS ENGAGEMENT PROGRAMS" ARTIST CONNECTIONS - 40 ENGAGEMENTS WITH WORLD-CLASS ARTISTS TEACHING AND INSPIRING YOUTH" DANCE NOW! - A FIVE WEEK SUMMER DANCE CAMP FOR 68 MIDDLE SCHOOL TEENS" TOTAL NUMBER OF PROGRAM EVENTS AND ACTIVITIES: 87 " TOTAL NUMBER OF PARTICIPANTS: 10,601 " TOTAL NUMBER OF COMMUNITY PARTNERS: 151" PARTICIPATING TOWNS AND COMMUNITIES: 21NEIGHBORHOOD ARTSNEIGHBORHOOD ARTS ENHANCES THE VIBRANCY AND SOCIAL CAPITAL OF URBAN NEIGHBORHOODS BY CREATING A PERFORMING ARTS-INTENSIVE ENVIRONMENT IN PARTNERSHIP WITH FAMILIES AND KEY COMMUNITY ORGANIZATIONS. THE PROGRAM ADDRESSES THE DEEP INEQUALITIES IN ACCESS TO HIGH-CALIBER, PROFESSIONAL PERFORMING ARTS OPPORTUNITIES THAT EXIST IN OUR CITY. THE PROGRAM ENGAGES PEOPLE OF ALL AGES AND ABILITIES. DURING THE 2014/2015 SEASON, NEIGHBORHOOD ARTS BROUGHT TOGETHER LOCAL ARTISTS AND AUDIENCES FOR 46 ARTISTIC WORKSHOPS AND COMMUNITY CONCERTS DESIGNED FOR BOTH CHILDREN AND INTERGENERATIONAL AUDIENCES. THESE ENGAGEMENTS FEATURED HIGHLY-REGARDED LOCAL ENSEMBLES WITH PROGRAMMING THAT WAS CREATED SPECIFICALLY FOR EACH AUDIENCE. AUDIENCE MEMBERS INCLUDED 4,360 PEOPLE OF ALL AGES. NEIGHBORHOOD ARTS CONCERTS AND ACTIVITIES TOOK PLACE IN 16 LOCAL VENUES SUCH AS COMMUNITY CENTERS, PERFORMANCE HALLS, CHURCHES, SCHOOLS, AND MUSEUMS. NEIGHBORHOOD ARTS ENGAGED 41 COMMUNITY LEADERS FROM SCHOOLS, COMMUNITY CENTERS, LOCAL ARTS AND SOCIAL SERVICE ORGANIZATIONS IN THE PLANNING AND IMPLEMENTATION OF ARTISTIC PROGRAMMING. THESE INDIVIDUALS HELP GUIDE THE ARTISTIC CONTENT AND PROGRAMMING IN THEIR NEIGHBORHOOD.PARTNERING ORGANIZATIONS WERE INVITED TO ATTEND CELEBRITY SERIES PERFORMANCES. THEY RECEIVED FREE AND DISCOUNTED TICKETS TO EXPERIENCE SOME OF THE WORLD'S FINEST CLASSICAL, JAZZ, AND DANCE ARTISTS. THIS SEASON, PARTICIPANTS ATTENDED PILOBOLUS, REGINA CARTER, COMPANIA DE DANZA, LEIPZIG GEWANDHAUS ORCHESTRA, WHAT MAKES IT GREAT? BRITTEN, CUBANOLA AFRO-LATIN JAZZ ORCHESTRA, AND ALVIN AILEY AMERICAN DANCE THEATER. OVER 4,000 TICKETS WERE DISTRIBUTED TO PARTNERING ORGANIZATIONS.LOCAL NEIGHBORHOOD PARTNERS:DORCHESTERALL SAINTS PARISHBIG SISTER ASSOCIATION OF GREATER BOSTONBLUE HILL BOYS & GIRLS CLUBBOSTON CITY SINGERSHENDERSON K-12 INCLUSION SCHOOL (ELEMENTARY AND MIDDLE SCHOOLS)HYDE PARK/MATTAPANBIG SISTER ASSOCIATION OF GREATER BOSTONCHITTICK ELEMENTARY SCHOOLCHURCH OF THE HOLY SPIRITCITY CONNECTSMUSICONNECTSMATTAPAN TEEN CENTERMATTAPAN UNITEDROSLINDALEBIG SISTER ASSOCIATION OF GREATER BOSTONMUSICONNECTSROSLINDALE COMMUNITY CENTERROSLINDALE CONGREGATIONAL CHURCHSUMNER BOYS & GIRLS CLUBSUMNER ELEMENTARY SCHOOLROXBURYBIG SISTER ASSOCIATION OF GREATER BOSTONCENTRAL BOSTON ELDER SERVICESBOSTON CITYWIDE STRING ORCHESTRAHERNANDEZ K-8 SCHOOLHIBERNIAN HALLMADISON PARK DEVELOPMENT CORPORATIONTIMILTY MIDDLE SCHOOLURBAN EDGESOUTH ENDBIG SISTER ASSOCIATION OF GREATER BOSTONHURLEY K-8 SCHOOLOTHER PARTNERS IN GREATER BOSTON:GENERATIONXCEL/BETHEL A.M.E. CHURCHBERKLEE COLLEGE OF MUSICBOSTON ARTS ACADEMYBOSTON CHILDREN'S MUSEUMBOSTON CONSERVATORYBOSTON LATIN SCHOOL COTTING SCHOOLTHE DANCE COMPLEXDOOR2DOOR TRANSPORTATIONHARVARD UNIVERSITY OFFICE FOR THE ARTSIVY ST. SCHOOLKENNEDY DAY SCHOOL AT FRANCISCAN HOSPITALLA PINATALONGY SCHOOL OF MUSICNEW ENGLAND CONSERVATORYPHILLIPS BROOKS HOUSE ASSOCIATIONRINDGE & LATIN HIGH SCHOOLTENACITYARTIST CONNECTIONSARTIST CONNECTIONS EXTENDS OUR UNPARALLELED ACCESS TO WORLD-CLASS ARTISTS TO STUDENTS FROM THE ELEMENTARY THROUGH CONSERVATORY LEVELS. 40 MASTER CLASSES, LECTURE-DEMONSTRATIONS AND INTERACTIVE WORKSHOPS PROVIDED OPPORTUNITIES FOR 1,700 STUDENTS TO INTERACT WITH AND LEARN DIRECTLY FROM THE CELEBRITY SERIES' MAIN STAGE ARTISTS IN INTIMATE SETTINGS. 2014-2015 HIGHLIGHTSREGINA CARTER, VIOLINISTMS. CARTER DISCUSSED THE ANCESTRAL AND MUSICAL RESEARCH FOR HER SOUTHERN COMFORT ALBUM, AS WELL AS EARLY TRAINING AND CAREER DEVELOPMENT. A BRIEF VIDEO ON THE MAKING OF SOUTHERN COMFORT, SEVERAL FIELD RECORDINGS AND OTHER EXCERPTS WERE PRESENTED. FOR THE MASTERCLASS, OVER 100 ADVANCED STRING PLAYERS AND A 4 PIECE RHYTHM SECTION PERFORMED SABIAN'S LEVITATION (WITH SEVEN STUDENTS IMPROVISING) WHILE MS. CARTER GAVE CONSTRUCTIVE COMMENTS ABOUT JAZZ STYLE. SHE TAUGHT STUDENTS TWO "CALL AND RESPONSE" BLUES SONGS AND TALKED ABOUT HER EARLY CAREER ASPIRATIONS AND TRAINING. PILOBOLUS RESIDENCYPILOBOLUS TEACHING ARTISTS WORKED WITH 248 PARTICIPANTS RANGING FROM AGE 10 - SENIORS IN 11 MOVEMENT WORKSHOPS. EXERCISES INCLUDING WALKING, CRAWLING, RUNNING, CREATING MOVEMENTS IN PAIRS AND GROUPS (TEAM BUILDING AND PHYSICAL COMMUNICATION TECHNIQUES) IN PERFORMANCE TO MUSIC AND GROUP DISCUSSION. FOR ADVANCED DANCERS, PILOBOLUS COVERED IMPROVISATION, AUDITIONING, CHOREOGRAPHY, PARTNERING AND WEIGHT BEARING ISSUES. THE ARTIST TALK FEATURED ALL SIX PILOBOLUS DANCERS AND 3 ARTISTIC STAFF MEMBERS, MODERATED BY PETER DIMURO, FROM THE DANCE COMPLEX.ALVIN AILEY AMERICAN DANCE THEATERAAADT DANCERS PRESENTED THREE 50 MINUTE MOVEMENT LECTURE/DEMOS TO SCHOOLS SERVING MANY PHYSICALLY IMPAIRED AND SPECIAL NEEDS CHILDREN. STUDENTS HEARD A BRIEF HISTORY OF THE AILEY COMPANY AND SAW EXCERPTS FROM SUSPENDED WOMEN, EPISODES, ODETTA AND REVELATIONS. STUDENTS WERE ENGAGED IN WARMUP EXERCISES AND LEARNED CHOREOGRAPHY TO THE SONG "HAPPY" BY PHARRELL WILLIAMS. TAKE 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 OR AT SIGNIFICANTLY REDUCED PRICES. THE GOAL OF THE PROGRAM IS TO BREAK DOWN BARRIERS THAT LIMIT ACCESS TO THE PERFORMING ARTS, INCLUDING COST AND PHYSICAL ACCESS.DURING THE 2014/2015 SEASON, THE FOLLOWING TICKETS WERE MADE AVAILABLE THROUGH TAKE YOUR SEAT:" FREE TICKETS: 1,148 TICKETS WERE OFFERED TO 12 NEIGHBORHOOD ARTS PARTNERING ORGANIZATIONS " $10 TICKETS: 1,463 TICKETS WERE PROVIDED TO OVER 100 SCHOOL AND COMMUNITY GROUPS SERVING URBAN CHILDREN" CHILD TICKETS: 359 TICKETS WERE PROVIDED AT A 50% DISCOUNT TO PERFORMANCES FOR CHILDREN UNDER THE AGE OF 18" STUDENT RUSH TICKETS: 1,410 TICKETS WERE PROVIDED FOR $20 TO COLLEGE AND CONSERVATORY STUDENTS 5191703 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 1 0 1 0 0 0 0 0 0 0 0 1 78 0 78 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 1 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 TREASURER 4.00 X X 0 0 0 JOSHUA BOGER PH D CHAIR 4.00 X X 0 0 0 ILENE JACOBS CLERK 2.00 X X 0 0 0 HOWARD APPLEBY MEMBER 2.00 X 0 0 0 STEPHANIE BROWN MEMBER 2.00 X 0 0 0 MICHAEL CANNING MEMBER 2.00 X 0 0 0 JOSEPH CEFALU MEMBER 2.00 X 0 0 0 TIMOTHY DIGGINS MEMBER 2.00 X 0 0 0 DONNA EGAN MEMBER 2.00 X 0 0 0 GABOR GARAI MEMBER 2.00 X 0 0 0 YVETTE HOCHBERG MEMBER 2.00 X 0 0 0 ANDREA HOFF MEMBER 2.00 X 0 0 0 JANN LEEMING MEMBER 2.00 X 0 0 0 KENNETH MADDEN MEMBER- LEFT IN SPRING 2015 2.00 X 0 0 0 JOSEPH MCNAY MEMBER 2.00 X 0 0 0 GORDON MOORE MEMBER 2.00 X 0 0 0 TAMI NASON MEMBER 2.00 X 0 0 0 JAMES NUZZO MEMBER 2.00 X 0 0 0 ELEANOR PAO MEMBER 2.00 X 0 0 0 JOHN PATTERSON MEMBER 2.00 X 0 0 0 MELINDA RABB MEMBER 2.00 X 0 0 0 SHARON RICH MEMBER 2.00 X 0 0 0 SPRING SIRKIN MEMBER 2.00 X 0 0 0 JANET TOBIN MEMBER 2.00 X 0 0 0 BELINDA TERMEER MEMBER 2.00 X 0 0 0 SANJAY VERMA MEMBER 2.00 X 0 0 0 DOROTHY WEBER MEMBER 2.00 X 0 0 0 JANET ZWANZIGER MEMBER 2.00 X 0 0 0 LISA KELLY-CROSWELL MEMBER- LEFT IN SPRING 2015 2.00 X 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 40.00 X 245657 0 9300 EDWIN DERECHO CHIEF FINANCIAL OFFICER 40.00 X 98041 0 13950 SARA ROBINSON DIRECTOR OF DEVELOPMENT 40.00 X 122795 0 13950 466493 0 37200 2 0 1 0 OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH NEW YORK NY 10016 ARTIST AGENT 321210 ALVIN AILEY DANCE FOUNDATION 405 WEST 55TH STREET NEW YORK NY 10019 ARTIST 228264 COLUMBIA ARTISTS MANAGEMENT LLC 5 COLUMBUS CIRCLE NEW YORK NY 10019 ARTIST AGENT 191510 LOS ANGELES PHILHARMONIC ORCHESTRA 111 S GRAND AVE LOS ANGELES CA 90012 ARTIST 157608 DISCALCED INC 3 LAFAYETTE AVE BROOKLYN NY 11217 ARTIST 156000 8 548037 42000 2107049 79978 2697086 TICKET SALES, NET 711110 3593297 3593297 STABILIZATION AND MANA 711110 122114 122114 PROCESSING FEES 711110 97869 97869 ADVERTISING 711300 4100 4100 3817380 196323 196323 748416 437357 311059 311059 311059 52013 548037 303032 -251019 -251019 6770829 3813280 4100 256363 X 388892 134831 254061 1206088 822612 106037 277439 134937 92645 13170 29122 113997 69985 23103 20909 33561 33561 45581 45581 2015215 1944887 18773 51555 34745 34745 318741 229297 51882 37562 201772 127116 30266 44390 102956 30560 58578 13818 46776 35081 5848 5847 19078 19078 DIRECT PERFORMANCE COST 1631946 1631946 EQUIPMENT LEASES AND MA 83991 83991 EVENTS 38765 38765 DESIGN 37546 37546 15723 452 6406 8865 6470310 5191703 750335 528272 928262 1019230 636630 1028454 337115 579840 215029 127747 620390 533568 117871 86822 6847005 6101347 9081912 8943440 76885 189978 1642810 1549534 1719695 1739512 X 567785 545174 2539617 2403939 4254815 4254815 7362217 7203928 9081912 8943440 300519 -458808 0 X X 0 1 X 1 0 X 1817904 1616807 3004002 1925405 2697086 11061204 2721597 3233150 3559344 4015169 3817380 17346640 4539501 4849957 6563346 5940574 6514466 28407844 485357 397925 1595002 389177 1385666 4253127 0 485357 397925 1595002 389177 1385666 4253127 24154717 147279 185658 205799 253254 196323 988313 147279 185658 205799 253254 196323 988313 4686780 5035615 6769145 6193828 6710789 29396157 0.82170 0.84630 0.03360 0.02860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5656766 -3398 -272304 5381064 5015092 895697 -254023 5656766 4518147 727516 -230571 5015092 4244408 10407 4392 -204280 4518147 4258574 651854 -188634 -14166 4707628 0.79000 0.21000 0 0 83475 75543 7932 536915 458025 78890 86822 X 6266440 -458808 -458808 6725248 45581 45581 6770829 6424729 0 6424729 45581 45581 6470310 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, 2015. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART V, LINE 4 TO PROVIDE A LEVEL OF SUPPORT FOR THE ORGANIZATION AND ITS PROGRAMS. 76TH ANNIVERSARY GALA 576507 548037 28470 302637 ONLINE AUCTION 23543 23543 395 0 600050 548037 52013 303032 303032 -251019 X X X X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 220657 0 25000 0 0 0 0 0 9300 0 254957 0 0 0 MELODY PAO DAUGHTER OF ELEANOR PAO - MEMBER OF BOARD OF DIRECTORS 28951 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 79778 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING CHANGES TO ITS BY LAWS IN MAY, 2015: " THE POSITIONS OF CHAIR AND VICE CHAIR SHALL NOT HAVE LIMITS ON THE NUMBER OF TERMS THEY CAN SERVE. " THE ROLES OF OFFICERS ARE SPECIFIED TO BE THE PRESIDENT, TREASURER AND CLERK. THEY CAN, BUT NEED NOT, BE FILLED BY DIRECTORS OF THE BOARD. " COMMITTEES OF THE BOARD MAY NOT BORROW MONEY ON BEHALF OF THE CORPORATION AND ONLY THE FULL BOARD CAN AUTHORIZE SUCH AN ACTION. DRAWING DOWN ON THE LINE OF CREDIT DOES NOT CONSTITUTE BORROWING BECAUSE THE LINE OF CREDIT HAS ALREADY BEEN ISSUED AND APPROVED BY THE BOARD. 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 ENDING JUNE 30, 2015 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 1,795,261. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,795,261. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 67,151. MANAGEMENT AND GENERAL EXPENSES 2,651. FUNDRAISING EXPENSES 51,555. TOTAL EXPENSES 121,357. SERVICE AGREEMENTS: PROGRAM SERVICE EXPENSES 78,958. MANAGEMENT AND GENERAL EXPENSES 1,777. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,735. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,517. MANAGEMENT AND GENERAL EXPENSES 14,345. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,862. FORM 990, PART VI, SECTION B, LINE II THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.