2012-03-27T11:27:49-05:00 2011-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-07-01 222958508 THE CELEBRITY SERIES OF BOSTON INC CELE 6174822595 20 PARK PLAZA NO 1032 BOSTON MA 021164303 GARY DUNNING 6174822595 2012-03-20 1 CARLA M MCCALL CPA 5083669100 2011-09-13 2010 2016-02-24 21:20:13Z GARY DUNNING 20 PARK PLAZA NO 1032 BOSTON MA 021164303 5266353 0 X WWW.CELEBRITYSERIES.ORG X 1938 MA TO PRESENT THE BEST IN THE PERFORMING ARTS TO THE BROADEST POSSIBLE AUDIENCE, TO CREATE NEW WORKS THAT BRING ARTISTS AND AUDIENCES TOGETHER, AND TO ENGAGE YOUNG AUDIENCES IN ARTISTIC EXPERIENCES THROUGH PERFORMING ARTS-BASED EDUCATION AND COMMUNITY SERVICE PROGRAMS. 22 22 69 42 11600 -20856 1421661 2185409 2799914 2721597 -22012 171008 72187 -1055 4271750 5076959 0 0 0 0 1321009 1427782 0 0 384406 3622972 3473572 4943981 4901354 -672231 175605 6172542 7005858 735560 516220 5436982 6489638 X SEE FORM 990 PART I, QUESTION 1. 0 0 3606247 2513321 PROGRAMMING/PERFORMANCESTOTAL ATTENDANCE = 58,805NO. OF EVENTS = 40 NO. OF PERFORMANCES = 67 206508 196676 COMMUNITY OUTREACH/EDUCATION -"TAKE YOUR SEAT" $10 STUDENT TICKET PROGRAM FOR BOSTON MIDDLE AND HIGHSCHOOL STUDENTS. THERE WERE 27 EVENTS AND 35 PERFORMANCES. OVER 1000 TICKETS SOLD TO THE FOLLOWING PERFORMANCES:MARK MORRIS DANCE GROUPCHUCHO VALDES AND THE AFRO-CUBAN MESSENGERSWMIG WITH THE CLAREMONT TRIO - "ARCHDUKE TRIO"GARRICK OHLSON (MURRAY PERAHIA)PINCHAS ZUKERMAN AND YEFIM BRONFMANHAOCHEN ZHANGPILOBOLUSCHRISTINE BREWERLIZ AND ANN HAMPTON CALLAWAY, "BOOM!"BALE FOLCLORICO DA BAHIAPHILHARMONIA QUARTET BERLIN GOLDEN DRAGON ACROBATSJOSHUA BELLTIERNEY SUTTON BANDWMIG - EXCERPTS FROM "DON GIOVANNI"TAKACS QUARTETDMITRI HVOROSTOVSKYEVGENY KISSINASPEN SANTA FE BALLETKODO DRUMMERSDEL MCCOURY BAND WITH PRESERVATION HALLMATTHEW POLENZANI BEIJINGDANCE/LDTXPATTI LUPONEST. PETERSBURG PHILHARMONIC SWEET HONEY IN THE ROCKCOMPLEXIONS CONTEMPORARY BALLETSTUDENT RUSH - ON THE DAY OF SELECTED PERFORMANCES, SPECIALLY-PRICED TICKETS ARE SOLD TO STUDENTS WITH VALID STUDENT IDENTIFICATION. THERE WERE 33 EVENTS AND 41 PERFORMANCES. OVER 1,000 TICKETS WERE SOLD. AILEYCAMP BOSTON - AILEYCAMP BOSTON IS A FREE, SIX-WEEK, FULL-SCHOLARSHIP SUMMER DAY CAMP PROGRAM FOR 80 MIDDLE SCHOOL STUDENTS FROM BOSTON PUBLIC SCHOOLS THAT USES DANCE AS A VEHICLE FOR DEVELOPING SELF-ESTEEM, CREATIVE EXPRESSION AND IMAGINATION.MASTER CLASSES AND LECTURE DEMONSTRATIONS - CHUCHO VALDES JAZZ CLINIC/MASTER CLASS AT BERKLEE COLLEGE OF MUSIC ON THURSDAY, OCT 28 - 500 IN ATTENDANCE TIERNEY SUTTON AND TIERNEY SUTTON BAND HELD A JAZZ CLINIC/MASTER CLASS ON THURSDAY, FEBRUARY 10, AT HARVARD UNIVERSITY - 200 IN ATTENDANCEWILLY TSAO AND THE BEIJING DANCE/LDTX CONDUCTED A MASTER CLASS AT BOSTON CONSERVATORY ON FRIDAY APRIL 1, 2011 - 40 STUDENTS IN ATTENDANCE ALVIN AILEY AMERICAN DANCE THEATER LECTURE-DEMONSTRATION AT ORCHARD GARDENS ELEMENTARY SCHOOL IN ROXBURY, APRIL 27, 2011: 3 COMPANY MEMBERS WITH TWO THIRD-GRADE DANCE CLASSES, AND A 7TH GRADE SPECIAL NEEDS CLASS FOR AUTISTIC STUDENTS - 60 TOTAL STUDENTS IN ATTENDANCE.ALVIN AILEY LECTURE-DEMONSTRATION AT COTTING SCHOOL (EXCLUSIVELY FOR CHILDREN K-12 WITH SUBSTANTIAL LEARNING AND PHYSICAL DISABILITIES) APRIL, 27, 2011 - 50 STUDENTS AND 20 TEACHERS AND AIDS IN ATTENDANCEDAWN UPSHAW VOCAL MASTER CLASS, SATURDAY, APRIL 30, 2011 - BOSTON CONSERVATORY - 100 IN ATTENDANCESWEET HONEY IN THE ROCK, FRIDAY, MAY 6, 2011, OPEN DRESS REHEARSAL AND QUESTION & ANSWER SESSION WITH CHILDREN AND PARENTS OF THE BOSTON CHILDREN'S CHORUS, AND TAKE YOUR SEAT PARTICIPATING SCHOOLS - 50 TOTAL IN ATTENDANCEDESMOND RICHARDSON OF COMPLEXIONS DANCE COMPANY CONDUCTED A MASTER CLASS ON THURSDAY, MAY 19, 2011 AT BOSTON ARTS ACADEMY - 50 STUDENTS IN ATTENDANCE 3812755 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 42 0 1 69 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 M ELISABETH SWERZ 3.00 X X 0 0 0 JOSHUA BOGER PH D 3.00 X X 0 0 0 ILENE B JACOBS 3.00 X X 0 0 0 MICHAEL S CANNING 2.00 X 0 0 0 JOANNE WALTON DICKINSON 2.00 X 0 0 0 GABOR GARAI 2.00 X 0 0 0 KATHLEEN POWERS HALEY 2.00 X 0 0 0 RANDOLPH G HAWTHORNE 2.00 X 0 0 0 CERISE LIM JACOBS 2.00 X 0 0 0 PAUL V KASTNER 2.00 X 0 0 0 JANN E LEEMING 2.00 X 0 0 0 PAUL F LEVY 2.00 X 0 0 0 LINDA MCGOLDRICK 2.00 X 0 0 0 MAUREEN MYERS 2.00 X 0 0 0 DR GORDON MOORE 2.00 X 0 0 0 ELEANOR Y PAO 2.00 X 0 0 0 SHARON RICH 2.00 X 0 0 0 SALLY L RUBIN 2.00 X 0 0 0 SPRING SIRKIN 2.00 X 0 0 0 SANJAY VERMA 2.00 X 0 0 0 DOROTHY ALTMAN WEBER 2.00 X 0 0 0 JANET ZWANZIGER 2.00 X 0 0 0 GARY DUNNING 35.00 X 0 0 0 MICHAEL BOTTE 35.00 X 100534 0 4195 MARTHA JONES 35.00 X 167013 0 16500 DAVID A DALENA 35.00 X 116488 0 17417 384035 0 38112 3 0 1 0 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02114 RENTAL 168520 EMERSON COLLEGE 120 BOYLSTON STREET BOSTON MA 02116 RENTAL 152807 IMG ARTISTS LLC 52 W 57TH STREET 5TH FLOOR NEW YORK NY 10019 AGENT 131837 3 367505 40300 1777604 2185409 TICKET SALES, NET 711110 2574181 2574181 STABILIZATION AND MANA 711110 85704 85704 PROCESSING FEES 711110 50112 50112 ADVERTISING 711300 11600 0 11600 2721597 147279 147279 30448 6719 23729 23729 23729 181620 367505 182675 -1055 -1055 5076959 2709997 11600 169953 329096 141695 170946 16455 911650 575896 130578 205176 77927 51610 11534 14783 109109 68739 21821 18549 16905 16905 31106 31106 37860 37860 1265451 1216569 48882 45552 45552 275416 175572 50601 49243 203143 95315 77160 30668 55403 13782 36313 5308 29193 17808 5838 5547 19617 19617 DIRECT PERFORMANCE COST 1174076 1174076 AILEY CAMP 192439 192439 DESIGN 27786 27786 MISCELLANEOUS 27240 1573 17897 7770 EVENTS 26466 26466 45919 14343 27135 4441 4901354 3812755 704193 384406 85898 551658 1221285 6543 238920 214651 158161 217398 397473 316133 75652 81340 4392626 5934268 6172542 7005858 68039 143430 644838 342197 22683 30593 735560 516220 X 1261994 1566919 391872 678311 3783116 4244408 5436982 6489638 6172542 7005858 X 175605 877051 X X 0 1 1 X 0 X 2072344 2089604 1639608 1412007 1817904 9031467 3875116 3366657 3479153 2837816 2721597 16280339 5947460 5456261 5118761 4249823 4539501 25311806 146173 122642 136188 498053 485357 1388413 0 146173 122642 136188 498053 485357 1388413 23923393 203477 238132 204881 -22012 147279 771757 203477 238132 204881 -22012 147279 771757 3667 1105 20841 1159 26772 6154604 5695498 5344483 4228970 4686780 26110335 0.91620 0.93260 0.02960 0.02830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3783116 475458 14166 4244408 4800020 -947904 69000 3783116 4675686 135634 11300 4800020 1.00000 0 0 73650 57586 16064 323823 258547 65276 0 81340 DEFERRED COMPENSATION 30593 30593 5076959 4901354 175605 877051 877051 1052656 5916150 877051 877051 5039099 37860 37860 5076959 4863494 0 4863494 37860 37860 4901354 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2011, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. PART V, LINE 4 TO PROVIDE A LEVEL OF SUPPORT FOR THE ORGANIZATION AND ITS PROGRAMS. OPENING NIGHT 62156 62156 29805 SPRING TRIBUTE 444296 367505 76791 149492 3 42673 42673 3378 549125 367505 181620 182675 182675 -1055 X X X X 0 1 0 0 0 0 0 0 0 MARTHA JONES 167013 0 0 0 0 0 0 0 16500 0 183513 0 148629 0 PART I, LINE 4B CELEBRITY SERIES HAS SET UP A 457(B) PLAN FOR MARTHA JONES. FORM 990, PART VI, SECTION B, LINE 11 IT WAS BROUGHT BEFORE THE EXECUTIVE COMMITTEE FOR APPROVAL AND RECOMMENDED TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY SIGN CERTIFICATION STATING THEY HAVE RECEIVED POLICY AND UNDERSTAND AND COMPLY WITH IT. FORM 990, PART VI, SECTION B, LINE 15A WE HAVE A COMPENSATION AND BENEFITS COMMITTEE THAT IS A SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE. THEY MAKE A RECOMMENDATION ON COMPENSATION TO THE EXECUTIVE COMMITTEE BASED ON PERFORMANCE MEASURED AGAINST GOALS AND NATIONAL STANDARDS. WE ANNUALLY PARTICIPATE IN A CEO SALARY COMPENSATION STUDY THAT PROVIDES THESE NATIONAL STANDARDS. 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 990 IS AVAILABLE ONLINE AND UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 877,051. FORM 990, PART X11, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.