2014-11-12T16:50:48-06:00 2014-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6174822595 20 PARK PLAZA NO 1032 BOSTON MA 021164303 GARY DUNNING PRESIDENT AND EXECUTIVE DIRECTOR 6174822595 2014-11-05 1 YEVGENIYA GORLOVSKY-SCHEPP CPA P00535908 5083669100 2014-11-04 2013 2015-11-30 17:44:51Z GARY DUNNING 20 PARK PLAZA NO 1032 BOSTON MA 021164303 7408787 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. 21 21 65 30 12324 -3947 3004002 1925405 3559344 4015169 311919 607228 87905 -214666 6963170 6333136 0 0 0 0 1565221 1755361 0 0 494931 4372687 5420363 5937908 7175724 1025262 -842588 9508831 9081912 1884344 1719695 7624487 7362217 X SEE FORM 990 PART I, QUESTION 1. 0 0 5848611 4002845 PROGRAMMING/PERFORMANCESTOTAL ATTENDANCE = 66,074NO. OF EVENTS = 50NO. OF SHOWS = 68DURING THE FY 2014 SEASON, OUR 75TH ANNIVERSARY, WE PRESENTED THE FOLLOWING PERFORMANCES:I.BELA FLECK BANJO SUMMIT FEATURING BELA FLECK, BILL KEITH, ERIC WEISSBERG, NOAM PIKLENY, RICHIE STEARNS AND TONY TRISCHKA II.YUJA WANG, PIANO (BOSTON RECITAL DEBUT)III.CHRIS THILE, MANDOLINIV.DAVID FINCKEL, CELLO AND WU HAN, PIANOV.ABYSSINIAN: A GOSPEL CELEBRATION FEATURING JAZZ AT LINCOLN CENTER ORCHESTRA WITH WYNTON MARSALISVI.ANDRAS SCHIFF, PIANO: THE BACH PROJECTVII.PAUL TAYLOR DANCE COMPANYVIII.WHAT MAKES IT GREAT? WITH ROB KAPILOW OVER THE RAINBOW: THE SONGS OF HAROLD ARLENIX.BENJAMIN GROSVENOR, PIANO (BOSTON DEBUT)X.DANISH STRING QUARTET (BOSTON DEBUT)XI.JOSHUA BELL, VIOLINXII.VOIGT LESSONS: DEBORAH VOIGT, SOPRANO; KEVIN STITES, PIANOXIII.DEBORAH VOIGT IN RECITAL: DEBORAH VOIGT, SOPRANO; BRIAN ZEGER, PIANOXIV.WAYNE SHORTER 80TH BIRTHDAY CELEBRATIONXV.MARC-ANDRE HAMELIN, PIANOXVI.BRIAN STOKES MITCHELL, BARITONE: SIMPLY BROADWAYXVII.WHAT MAKES IT GREAT? WITH ROB KAPILOW AND THE GRYPHON TRIO: MENDELSSOHN, TRIO IN D MINOR, OPUS 49XVIII.LUCIANA SOUZA TRIOXIX.KIRILL GERSTEIN, PIANOXX.GERALD FINLEY, BASS-BARITONE; JULIUS DRAKE, PIANOXXI.COMPAGNIE KAFIGXXII.NEWPORT JAZZ FESTIVAL: NOW 60XXIII.CEDRIC TIBERGHIEN, PIANO (BOSTON RECITAL DEBUT)XXIV.CIRCUS OZ: FROM THE GROUND UPXXV.LEONIDAS KAVAKOS, VIOLIN; ENRICO PACE, PIANOXXVI.TAO DANCE THEATER (BOSTON DEBUT)XXVII.QUATUOR EBENE (BOSTON DEBUT)XXVIII.SWEET HONEY IN THE ROCK: FORTY AND FIERCE!XXIX.DEJOHNETTE, LOVANO, SPAULDING, GENOVESE QUARTETXXX.NATALIE DESSAY, SOPRANO; PHILIPPE CASSARD, PIANOXXXI.IRA GLASS, REINVENTING RADIOXXXII.VIJAY IYER TRIO WITH SPECIAL GUEST ROBERT PINSKY/POEMJAZZXXXIII.EVGENY KISSIN, PIANOXXXIV.ISRAEL PHILHARMONIC ORCHESTRA, ZUBIN MEHTA CONDUCTORXXXV.TAKACS QUARTET: BARTOK CYCLE, PART 1XXXVI.YO-YO MA, CELLO; KATHRYN STOTT, PIANOXXXVII.LOS ANGELES PHILHARMONIC, GUSTAVO DUDAMEL CONDUCTORXXXVIII.JERUSALEM STRING QUARTET (BOSTON DEBUT)XXXIX.CHRISTIAN TETZLAFF, VIOLIN; LARS VOGT, PIANOXL.JASON MORAN, FATS WALLER DANCE PARTYXLI.THE ASSAD FAMILY A BRAZILIAN SONGBOOKXLII.TAKACS QUARTET: BARTOK CYCLE, PART 2XLIII.MARC-ANDRE HAMELIN AND EMANUEL AX, DUO PIANISTSXLIV.NICHOLAS PHAN, TENOR; MYRA HUANG, PIANOXLV.MARIA SCHNEIDER ORCHESTRAXLVI.ALVIN AILEY AMERICAN DANCE THEATERXLVII.MARC-ANDRE HAMELIN, PIANO; ANTHONY MARWOOD, VIOLIN; MARTIN FROST, CLARINETXLVIII.ART SPIEGELMAN, WHAT THE %@&*! HAPPENED TO COMICS?XLIX.DMITRI HVOROSTOVSKY, BARITONE; IVAR ILJA, PIANOL.MARK MORRIS DANCE GROUP: ACIS AND GALATEA (EAST COAST PREMIERE) 103709 COMMUNITY OUTREACH/EDUCATION COMMUNITY AND EDUCATION OUTREACH: ARTS FOR ALL! DURING FISCAL YEAR 2014, CELEBRITY SERIES OF BOSTON SPONSORED THE FOLLOWING PROGRAMS:PUBLIC PERFORMANCE ART CITY-WIDE PUBLIC ART PROJECTS THAT ENGAGED OVER 500,000 INDIVIDUALS IN TWO PROJECTS, STREET PIANOS BOSTON FESTIVAL AND LE GRAND CONTINENTALNEIGHBORHOOD ARTS (FORMERLY ARTIST IN COMMUNITY) - 30 COMMUNITY CONCERTS AND ARTS ENGAGEMENT PROGRAMS WITH 4 RESIDENT ENSEMBLES IN THE FOLLOWING COMMUNITIES, MATTAPAN, HYDE PARK, ROXBURY, DORCHESTER AND THE SOUTH ENDARTIST CONNECTIONS 15 PROGRAMS WITH WORLD-CLASS ARTISTS TEACHING AND INSPIRING YOUTH IN OUR COMMUNITY FROM CHILDREN IN GRADES K-12 TO STUDENTS IN SOME OF THE NATIONS LEADING CONSERVATORIESTAKE YOUR SEAT ACCESS FOR OVER 5,000 CHILDREN, STUDENTS AND FAMILIES TO ATTEND CELEBRITY SERIES MAIN STAGE PERFORMANCESDANCE NOW! FIVE WEEK SUMMER DANCE INITIATIVE FOR 62 MIDDLE SCHOOL TEENSSTREET PIANOS BOSTON FESTIVALSEPTEMBER 27- OCTOBER 14, 2014CELEBRITY SERIES OF BOSTON (CSOB) PRESENTED LUKE JERRAMS PLAY ME, IM YOURS! PROJECT, WHICH PLACES PIANOS IN PUBLIC SPACES TO ENCOURAGE THE PUBLIC TO ENGAGE WITH, ACTIVATE AND TAKE OWNERSHIP OF THEIR URBAN ENVIRONMENT. PIANO VENDORS, SCHOOLS AND INDIVIDUALS DONATED 75 PIANOS WHICH WERE DECORATED BY 75 LOCAL ARTISTS. CSOB INSTALLED THE PIANOS IN PUBLIC PLACES THROUGHOUT GREATER BOSTON INCLUDING MUSEUMS, PARKS, HOSPITALS, LIBRARIES, SCHOOLS AND YOUTH-SERVING ORGANIZATIONS, ENSURING AT LEAST ONE PIANO IN EVERY BOSTON NEIGHBORHOOD. PIANOS WERE CHECKED DAILY, AND TUNED REGULARLY AND REPAIRED AS NEEDED BY LOCAL PIANO TECHNICIANS. OVER 150 LOCAL ARTS, CULTURAL AND COMMUNITY BASED ORGANIZATIONS PARTNERED WITH CELEBRITY SERIES OF BOSTON TO MAKE THE FESTIVAL A REALITY. OVER HALF A MILLION PEOPLE STOPPED TO PLAY, LISTEN AND SHARE MUSIC WITH THEIR FELLOW CITIZENS. IMPROMPTU AND SCHEDULED CONCERTS, SING-ALONGS AND JAM SESSIONS OCCURRED EVERY DAY. OVER 1700 PHOTOS AND VIDEOS WERE POSTED BY THE PUBLIC ON WWW.STREETPIANOSBOSTON.COM.LE GRAND CONTINENTALMAY 16, 17, AND 18, 2014TO CELEBRATE THE CLOSING WEEKEND OF OUR 75TH SEASON, CSOB PRESENTED LE GRAND CONTINENTAL, AN OUTDOOR DANCE EXTRAVAGANZA BY MONTREAL-BASED CHOREOGRAPHER SYLVAIN EMARD. LE GRAND CONTINENTAL IS A CONTEMPORARY REIMAGINING OF A TRADITIONAL FESTIVE LINE DANCE. CELEBRATING THE PRIDE AND DIVERSITY THAT MAKES BOSTON STRONG, THIS DANCE PROJECT BROUGHT TOGETHER 110 PARTICIPANTS OF ALL AGES, ETHNICITIES, AND BACKGROUNDS. THE DANCERS, AMATEURS RANGING IN AGE FROM 9 TO 73, PERFORMED THREE 30-MINUTE SHOWS IN COPLEY SQUARE, DANCING FOR AN AUDIENCE OF THOUSANDS. DANCERS HAILED FROM 11 BOSTON NEIGHBORHOODS AND 25 SURROUNDING COMMUNITIES. 59% OF DANCERS HAD NO PREVIOUS RELATIONSHIP WITH THE CELEBRITY SERIES. MANY DANCED PUBLICLY FOR THE FIRST TIME EVER. ONE FAMILY WAS REPRESENTED BY THREE GENERATIONS OF WOMEN. PROFESSIONS INCLUDED TEACHERS, AN ELECTRICAL ENGINEER, CRIMINAL PROSECUTOR, SOCIAL WORKER, UNIVERSITY ADMINISTRATOR, MEDICAL DOCTOR, COLLEGE STUDENTS, BARTENDERS, RETIREES, AND A MARINE!NEIGHBORHOOD ARTS (FORMERLY ARTIST IN COMMUNITY)NOW IN ITS SECOND YEAR, NEIGHBORHOOD ARTS ENHANCES THE VIBRANCY AND SOCIAL CAPITAL OF LOW-INCOME BOSTON 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 OVER THE COURSE OF A YEAR. THIS PAST YEAR, NEIGHBORHOOD ARTS FOCUSED ON THE NEIGHBORHOODS OF ROXBURY, THE SOUTH END, MATTAPAN, HYDE PARK AND ROSLINDALE.COMMUNITY PERFORMANCES : BOTH THOSE GEARED TOWARD CHILDREN AND THOSE DESIGNED FOR AN INTERGENERATIONAL AUDIENCE FEATURED HIGHLY-REGARDED LOCAL ENSEMBLES (LISTED BELOW) AND TOOK PLACE IN FAMILIAR NEIGHBORHOOD VENUES SUCH AS SCHOOLS, COMMUNITY CENTERS, LIBRARIES AND CHURCHES. PARTNERING COMMUNITY ORGANIZATIONS ALSO CHOSE FROM CSOB MAIN-STAGE PERFORMANCES TO WHICH THEY RECEIVED FREE TICKETS TO DISTRIBUTE TO THEIR CONSTITUENTS. THIS SEASON, THEY SELECTED TICKETS TO PAUL TAYLOR DANCE COMPANY, LUCIANA SOUZA TRIO, QUATUOR EBENE, TAO DANCE THEATER, SWEET HONEY IN THE ROCK, AND ALVIN AILEY AMERICAN DANCE THEATER. NEIGHBORHOOD ARTS PARTNER LOCAL ARTISTSBOSTON PUBLIC QUARTET (CLASSICAL) THE QUARTET OF HAPPINESS (JAZZ)SOL Y CANTO (PAN-LATIN) MILA THIGPEN, DANCER-EDUCATORNEIGHBORHOOD ARTS PARTNER COMMUNITY ORGANIZATIONS BOSTON CHILDRENS MUSEUMCHITTICK ELEMENTARY SCHOOLHERNANDEZ SCHOOLHIBERNIAN HALLHURLEY SCHOOLMATTAPAN BRANCH LIBRARYROXBURY COMMUNITY COLLEGEROSLINDALE COMMUNITY CENTERSUMNER BOYS AND GIRLS CLUBSUMNER ELEMENTARY SCHOOLTIMILTY MIDDLE SCHOOLARTIST CONNECTIONSARTIST CONNECTIONS EXTENDS OUR UNPARALLELED ACCESS TO WORLD-CLASS ARTISTS TO STUDENTS FROM THE ELEMENTARY THROUGH CONSERVATORY LEVELS. MASTER CLASSES, LECTURE-DEMONSTRATIONS AND INTERACTIVE WORKSHOPS PROVIDE OPPORTUNITIES FOR STUDENTS TO INTERACT WITH AND LEARN DIRECTLY FROM THE CELEBRITY SERIES MAIN STAGE ARTISTS IN INTIMATE SETTINGS. ARTIST CONNECTIONS WORKSHOPSABYSSINIAN MASS CHORAL WORKSHOPS WITH JAZZ AT LINCOLN CENTERWITH KARLA SCOTT, GOSPEL CLINICIANTIMILTY MIDDLE SCHOOL, ROLAND HAYES SCHOOL OF MUSIC AND BOSTON LATIN SCHOOLOCTOBER 18, 2013 - 340 MIDDLE AND HIGH SCHOOL STUDENTS SERVED ALVIN AILEY AMERICAN DANCE THEATER MOVEMENT WORKSHOPSTHE COTTING SCHOOL, HENDERSON ELEMENTARY SCHOOL AND KENNEDY DAY SCHOOLJANUARY 16-17, 2013 - 240 CHILDREN WITH DISABILITIES SERVED COMPAGNIE KAFIG MOVEMENT WORKSHOPTHE IRVING MIDDLE SCHOOL, ROSLINDALEFEBRUARY 6, 2014 - 28 STUDENTS SERVEDGUSTAVO DUDAMEL, CONDUCTOR OF THE LA PHILHARMONIC ORCHESTRA OPEN REHEARSALKRESGE AUDITORIUM, MITMARCH 22, 2014 - 1,000 INDIVIDUALS SERVED MARK MORRIS DANCE GROUP MOVEMENT WORKSHOPS AND PANEL DISCUSSIONWITH DAVID LEVENTHAL, DANCER & HERMAN WEISS, PIANISTBETH ISRAEL DEACONESS MEDICAL CENTER, BOSTON AND JEWISH FAMILY & CHILDRENS SERVICES, WALTHAMMAY 13 & 14, 2014 - 130 INDIVIDUALS SERVEDARTIST CONNECTIONS MASTER CLASSES DEBUT SERIES MASTER CLASSES AT LONGY SCHOOL OF MUSIC AT BARD COLLEGEFOUR MASTER CLASSES WITH DEBUT ARTISTS AT LONGY SCHOOL OF MUSICNOVEMBER 4 & 14,2013, FEBRUARY 18 AND APRIL 16, 2014 - 104 CONSERVATORY STUDENTS SERVED MASTER CLASSES AT NEW ENGLAND CONSERVATORYTHE GRYPHON TRIO MASTER CLASS AT WILLIAMS HALL, NEW ENGLAND CONSERVATORYJANUARY 23, 2014 - 28 CONSERVATORY STUDENTS SERVEDKIRILL GERSTEIN MASTER CLASS AT WILLIAMS HALL, NEW ENGLAND CONSERVATORYJANUARY 29, 2014 - 33 CONSERVATORY STUDENTS SERVEDJERUSALEM STRING QUARTET MASTER CLASS AT THE NEW ENGLAND CONSERVATORYMARCH 28, 2014 - 23 CONSERVATORY STUDENTS SERVEDANTHONY MARWOOD, VIOLINMASTER CLASS AT THE NEW ENGLAND CONSERVATORYMAY 1, 2014 - 20 CONSERVATORY STUDENTS SERVEDMASTER CLASSES AT HARVARD UNIVERSITYBRIAN STOKES-MITCHELL LECTURE/DEMONSTRATION AND MASTER CLASS AT THE AGASSIZ HOUSE THEATRE, HARVARD UNIVERSITYJANUARY 23, 2014 - 70 STUDENTS SERVEDYUJA WANG, PIANIST, ARTIST TALKKIRKLAND HOUSE, HARVARD UNIVERSITYOCTOBER 18, 2013 - 100 STUDENTS SERVEDTAKE YOUR SEATTHROUGH TAKE YOUR SEAT, THE CELEBRITY SERIES 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 2013-2014 SEASON, TAKE YOUR SEAT PROVIDED 5,005 TICKETS TO CELEBRITY SERIES PERFORMANCES. 1,032 FREE TICKETS TO 13 COMMUNITY PARTNERS THROUGH NEIGHBORHOOD ARTS1,461 $10 TICKETS TO NEARLY 100 SCHOOL AND COMMUNITY GROUPS SERVING LOW-INCOME CHILDREN 806 CHILD TICKETS AT A 50% DISCOUNT TO PERFORMANCES FOR CHILDREN UNDER THE AGE OF 181,706 STUDENT RUSH TICKETS FOR $20 TO COLLEGE AND CONSERVATORY STUDENTS 5952320 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 66 0 65 1 1 1 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X 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 B JACOBS CLERK 2.00 X X 0 0 0 MICHAEL S CANNING MEMBER 2.00 X 0 0 0 GABOR GARAI MEMBER 2.00 X 0 0 0 JANN E LEEMING MEMBER 2.00 X 0 0 0 MAUREEN MYERS MEMBER 2.00 X 0 0 0 DR GORDON MOORE MEMBER 2.00 X 0 0 0 ELEANOR Y PAO 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 SANJAY VERMA MEMBER 2.00 X 0 0 0 DOROTHY ALTMAN WEBER MEMBER 2.00 X 0 0 0 JANET ZWANZIGER MEMBER 2.00 X 0 0 0 DONNA EGAN MEMBER 2.00 X 0 0 0 LISA KELLY-CROSWELL MEMBER 2.00 X 0 0 0 TAMI NASON 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 YVETTE HOCHBERG MEMBER 2.00 X 0 0 0 KENNETH MADDEN MEMBER 2.00 X 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 40.00 X 244322 0 11699 EDWIN DERECHO CHIEF FINANCIAL OFFICER 40.00 X 95980 0 17549 SARA ROBINSON DIRECTOR OF DEVELOPMENT 40.00 X 116307 0 17549 456609 0 46797 2 0 1 0 IMG ARTISTS LLC 152 WEST 57TH STREET 5TH FLOOR NEW YORK NY 10019 ARTIST AGENT 310156 SYMPHONY HALL 301 MASSACHUSETTS AVE BOSTON MA 02115 VENUE 218028 ALVIN AILEY DANCE FOUNDATION 405 WEST 55TH STREET NEW YORK NY 10019 ARTIST 212590 COLUMBIA ARTISTS MANAGEMENT LLC 5 COLUMBUS CIRCLE NEW YORK NY 10019 ARTIST AGENT 140000 OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH NEW YORK NY 10016 ARTIST AGENT 118950 6 591337 40300 1293768 70350 1925405 TICKET SALES, NET 711110 3785521 3785521 STABILIZATION AND MANAGEMENT FEES 711110 131064 131064 PROCESSING FEES 711110 86260 86260 ADVERTISING 711300 12324 12324 4015169 253254 253254 1157127 803153 353974 353974 353974 57832 591337 272498 -214666 -214666 6333136 4002845 12324 392562 X 382566 167175 196263 19128 1163292 769222 176890 217180 90467 62261 10229 17977 119036 72771 27027 19238 29154 29154 46594 46594 2405601 2335667 22931 47003 30991 30991 301192 208930 48723 43539 180825 126577 27124 27124 87496 25346 49488 12662 54913 41185 6864 6864 17790 17790 DIRECT PERFORMANCE COST 2083685 2083685 EQUIPMENT LEASES AND MA 68797 68797 EVENTS 53768 53768 DESIGN 28143 28143 31414 367 599 30448 7175724 5952320 728473 494931 574297 928262 1500421 636630 447289 337115 338782 215029 604663 486792 130645 117871 6517397 6847005 9508831 9081912 108653 76885 1775691 1642810 1884344 1719695 X 739975 567785 2629697 2539617 4254815 4254815 7624487 7362217 9508831 9081912 -842588 580318 0 X X 0 1 X 1 0 X 1412007 1817904 1616807 3004002 1925405 9776125 2837816 2721597 3233150 3559344 4015169 16367076 4249823 4539501 4849957 6563346 5940574 26143201 498053 485357 397925 1595002 389177 3365514 0 498053 485357 397925 1595002 389177 3365514 22777687 -22012 147279 185658 205799 253254 769978 -22012 147279 185658 205799 253254 769978 1159 1159 4228970 4686780 5035615 6769145 6193828 26914338 0.84630 0.85210 0.02860 0.02770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4254815 4254815 4254815 4254815 4244408 10407 4254815 3783116 475458 14166 4244408 4800020 -947904 69000 3783116 1.00000 0 0 83475 73271 10204 521188 413521 107667 117871 X 6866860 580318 580318 6286542 46594 46594 6333136 7129130 0 7129130 46594 46594 7175724 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, 2014. 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. 75TH ANNIVERSARY GALA 617797 591337 26460 261143 ONLINE AUCTION 20012 20012 1 11360 11360 11355 649169 591337 57832 272498 272498 -214666 X X X X X X 0 0 0 0 0 0 0 0 0 GARY DUNNING PRESIDENT & EXEC. DIR 219322 0 25000 0 0 0 0 0 11699 0 256021 0 0 0 MELODY PAO DAUGHTER OF ELEANOR PAO - MEMBER OF BOARD OF DIRECTORS 22640 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. 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 12 70350 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 ENDING JUNE 30, 2014 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. DURING FISCAL YEAR 2012 SEARCHES WERE CONDUCTED FOR THE CHIEF FINANCIAL OFFICER AND DIRECTOR OF DEVELOPMENT POSITIONS, AND SALARY LEVELS FOR THOSE POSITIONS WERE ESTABLISHED AFTER CONSIDERATION OF THE ORGANIZATION'S PAYROLL BUDGET AND THROUGH CONSULTATION BETWEEN THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD AND THE HR/COMPENSATION SUBCOMMITTEE. 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 2,251,672. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,251,672. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 26,402. MANAGEMENT AND GENERAL EXPENSES 2,200. FUNDRAISING EXPENSES 47,003. TOTAL EXPENSES 75,605. SERVICE AGREEMENTS: PROGRAM SERVICE EXPENSES 55,374. MANAGEMENT AND GENERAL EXPENSES 1,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,095. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,219. MANAGEMENT AND GENERAL EXPENSES 19,010. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,229. FORM 990, PART VI, SECTION B, LINE II 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. THIS PROCESS HAS NOT CHANGED IN FISCAL YEAR 2014.