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Celebrity Series of Boston

 20 Park Plaza, Suite 1032
 Boston, MA 02116
[P] (617) 482-2595
[F] (617) 598-3291
WWW.CELEBRITYSERIES.ORG
info@celebrityseries.org
Sara Robinson
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INCORPORATED: 1989
 Printable Profile (Summary / Full)
EIN 22-2958508

LAST UPDATED: 04/27/2016
Organization DBA --
Former Names Bank of America Celebrity Series (2004)
Fleet Boston Celebrity Series (2000)
Bank Boston Celebrity Series (1996)
Bank of Boston Celebrity Series (1989)
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

The Celebrity Series Mission:

To present world-class performing artists who inspire and enrich our community.

The Celebrity Series Vision:

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, life-long, shared experience – on stages, in schools, in homes – everywhere.

Mission Statement

The Celebrity Series Mission:

To present world-class performing artists who inspire and enrich our community.

The Celebrity Series Vision:

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, life-long, shared experience – on stages, in schools, in homes – everywhere.

FinancialsMORE »

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income $7,073,433.00
Projected Expense $7,058,873.00

ProgramsMORE »

  • Arts for All!
  • Mainstage Performance Season
  • Public Performance Projects: Street Pianos Boston 2016

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

The Celebrity Series Mission:

To present world-class performing artists who inspire and enrich our community.

The Celebrity Series Vision:

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, life-long, shared experience – on stages, in schools, in homes – everywhere.

Background Statement

For over 77 years, the Celebrity Series of Boston has brought the world’s finest performing artists to venues across Boston. Founded by pianist and promoter Aaron Richmond in 1938, the first season included artists such as Rudolf Serkin, Marian Anderson and the Ballet Russe de Monte Carlo. Seven decades later, classical music and dance retain their robust presence each season, and Celebrity Series has expanded its presentations to include jazz, world music, and literary artists in 75+ performances each season.

Introducing new artists to Boston audiences, before many have become international celebrities, is a hallmark of the organization. Since our founding, well over 300 world renowned artists, ensembles, orchestras and dance companies have given their Boston debut on a Celebrity Series stage. Variety and diversity of artists and audiences alike is the cornerstone of the organization’s current strategic plan. Our mission is to present world-class performing artists who inspire and enrich our community. We believe in the power of excellence and innovation in the performing arts to enrich life experience, transform lives, and build better communities.

Not owning a venue space of our own, we currently present in eight venues in Boston and Cambridge. This variety affords us the agility to offer emerging artists in intimate spaces at Longy’s Pickman Hall and Berklee’s 160 Massachusetts Avenue, dance at the Wang and Shubert Theatres, jazz at the Berklee Performance Center, chamber music in Jordan Hall, a variety of genres in Sanders Theatre at Harvard, and orchestras and major artists at Symphony Hall.

Alongside the mainstage performances, Celebrity Series’ Arts for All! community engagement programs reach over 10,000 individuals annually, through master classes with mainstage artists in public schools and conservatories; hands-on, interactive workshops for youth led by a core group of Boston area artists; free community concerts in Boston neighborhoods; free and discounted tickets to mainstage performances; and large-scale, public participatory performance projects, such as Street Pianos, returning to Boston in the fall of 2016. These programs connect us with community collaborators and root us more deeply in local neighborhoods, helping fulfil Celebrity Series’ vision of a community of Greater Boston where the performing arts are a valued, lifelong, shared experience - on stages, in schools, in homes - everywhere.


Impact Statement

2015-2016 Accomplishments:

  • Reached over 65,000 audience members through 62 main-stage performances with the world’s greatest artists, across a variety of genres including orchestral and chamber music, solo recitals, contemporary dance, jazz, world music, and literary artists, and more.
  • Engaged over 10,000 participants in the greater Boston area through Arts for All! community and education programs
  • Produced Let’s Dance Boston, which brought over 5,000 people to the Rose Kennedy Greenway for 5 nights of social dancing and free live music in September, 2015

2016-2017 Goals:

  • Offer a robust season of main-stage artists, representing the excellence and variety that is the hallmark of Celebrity Series programming
  • Produce the return of Street Pianos (first introduced to Boston by Celebrity Series in 2013), bringing 60 pianos painted by local artists and community groups and placed in outdoor spaces in every Boston neighborhood from September 23-October 10, 2016, for the public to play and enjoy
  • Produce the third annual Stave Sessions, introducing emerging jazz, folk, and genre-blending artists
  • Expand and deepen Arts for All! programming, including commissioning of new artist-led projects
  • Invest in infrastructure and technology to improve the digital customer experience, communications with constituents, and internal operations

Needs Statement

· Increase and diversify funding sources, both earned and contributed, and increase cash reserves to provide risk and artistic investment capital

· Engage a broader and more diverse audience and increase customer loyalty

· Increase venue access to support increased size and number of performances and to increase artistic and genre variety

· Strengthen database and communications infrastructure to support more targeted and effective communication with constituents

· Improve public understanding of the Celebrity Series brand and value


CEO Statement

Celebrity Series brings the world’s best performing artists to Boston. We have done so since 1938 because we believe that world-class artists inspire and enrich our community.

We are also part of a larger cultural fabric of Boston where the power of excellence and innovation in the performing arts enriches life experience, transforms lives and builds better communities. We envision a community of Greater Boston where the performing arts are a valued, lifelong, shared experience – on stage, in schools, at homes – everywhere.

As we look to the future, we will present the full range of career artists, showcasing early-career stage artists as well as bringing back artists as they grow and mature.  We will enhance the audience experience with more opportunities to gather as a community that appreciates the arts and seeks to learn about artists and their work.  We will strengthen our relationships with our key performance venues to provide consistent, best-of-kind customer service at our performances. We will expand our education programs and adding new community partners, in order to have a greater impact on youth, families and underserved audiences.


Board Chair Statement

I am honored to serve as the Chair of the Board of the Celebrity Series of Boston.  I joined the board in 2006, and took on the Chair in 2009, because I believe in the transformative power of performing arts to grow and sustain individuals and communities.

Today, I continue to be energized and inspired by the vision of the organization: 

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.

This is an exciting time to be a part of the Celebrity Series. I hope you will join us, as an audience member and a donor, in experiencing the joy, inspiration and sense of connection that the performing arts can bring to your life and to the life of our community.


Joshua Boger, Ph.D.

Chair of the Board of the Celebrity Series of Boston 

Founder, Director and CEO (Retired), Vertex Pharmaceuticals

Geographic Area Served

GREATER BOSTON REGION, MA
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Organization Categories

  1. Arts,Culture & Humanities - Performing Arts
  2. -
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

Yes

Programs

Arts for All!

Celebrity Series’ Arts for All!

community engagement programs reach over 10,000 individuals annually, through master classes with mainstage artists in public schools and conservatories; hands-on, interactive workshops for youth led by a core group of Boston area artists; free community concerts in Boston neighborhoods; free and discounted tickets to mainstage performances; and large-scale, public participatory performance projects, such as Street Pianos, returning to Boston in the fall of 2016. These programs connect us with community collaborators and root us more deeply in local neighborhoods, helping fulfil Celebrity Series’ vision of a community of Greater Boston where the performing arts are a valued, lifelong, shared experience - on stages, in schools, in homes - everywhere.

 

Budget  --
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served Children and Youth (0 - 19 years) College Aged (18-26 years)
Program Short-Term Success 

 

Arts for All! removes many of the common barriers between audiences and performing arts experiences such as cost of entry, distance and unfamiliarity of the performance venue, the expectation that a deep understanding of the art form is necessary in order to enjoy the program, and the sense that performances will be formal, stodgy or dull. Arts for All!provides students with access to some of the world's leading artists through discounted performance tickets, workshops, masterclasses and lecture-demonstrations. This program also provides locally-based, Boston area artists with performance and community-outreach experiences that can help advance their careers, while providing underserved youth with positive role models, a performance experience that creates a sense of success and triumph, and opportunities for positive peer and community recognition.

 

Program Long-Term Success 

Celebrity Series has a longstanding history of community involvement beyond the downtown concert stages - offering free and discounted tickets to performances, bringing mainstage artists to public schools, and providing other intensive arts experiences for youth. Arts for All! continues the best of this work and build upon it to help us build a stronger infrastructure in the community – connecting us more effectively to Boston’s neighborhoods, bringing live performing arts experiences to those who lack access, supporting local artists to develop projects and take artistic risks, and increasing our footprint across the city. 

Program Success Monitored By 

Participation and observational data are collected by Celebrity Series and partners, at events, in person, via surveys, via phone, or through e-mail. As an example, among the targets for 2015-16 for the Neighborhood Arts program of Arts for All!:

· At least 50 unique performance events (including free, public concerts and community workshops) in the target neighborhoods

· At least 3,500 community members attend Neighborhood Arts activities

· At least 1,000 community members attend mainstage performances free of charge

· At least 10 new and 20 returning community organizations host workshops and concerts

· Participation by partners in Celebrity Series’ Community Engagement Committee, comprised of Celebrity Series board members and staff, teachers, artists, and community leaders

· Additional collaborations by partners with each other or with participating artists, as a result of connections made through Neighborhood Arts

Examples of Program Success 

Arts for All! programs include Take Your Seat (access for 4,000+ children, students, seniors, and families to attend performances), Neighborhood Arts (interactive workshops for youth and free concerts in neighborhood venues in Dorchester, Hyde Park, Mattapan, Roslindale, and Roxbury), Artist Connections (master classes in public schools and conservatories), and public performance projects (large-scale, participatory projects such as Street Pianos and Let’s Dance Boston).

In the 2014-15 season, Celebrity Series worked with 151 community partners to offer 87 Arts for All! activities that reached 10,644 participants from 31 participating towns and communities.


Mainstage Performance Season

Celebrity Series presents 65+ world class performances on a variety of Boston stages every season. Genres range from orchestral and chamber music, contemporary dance, spoken word, jazz, world music, and more.

Budget  --
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served General/Unspecified
Program Short-Term Success 

 The Celebrity Series will bring world-class performing artists of the highest artistic quality to Boston. Each season will feature variety and diversity of and within performing arts genres.

 

Program Long-Term Success 

Through performances and accompanying contextualizing materials and events, the Celebrity Series will provide transformative experiences for audience members and artists alike. Celebrity Series performances will build a community of engaged individuals who appreciate the value of arts in their lives and community. Celebrity Series will be seen as the cultural provider of choice and as the presenter of choice by the international performing artist community for Boston.

 

Program Success Monitored By 
  • Internal assessment of artistic quality by Celebrity Series Artistic Programmer and Executive Director
  • Reviews in local and national publications
  • Ticket sales and subscriptions (seats sold)
  • Return rate of previous year ticket buyers
  • Individual donation trends
  • Customer segmentation analysis
  • Ability to attract world-class artists at competitive rates

 

Examples of Program Success 

 


Public Performance Projects: Street Pianos Boston 2016

Celebrity Series’ free, outdoor public projects - Street Pianos (which placed 75 pianos painted by local artists in outdoor and public, accessible locations throughout the city in 2013), Le Grand Continental (which brought 110 volunteer amateur dancers together for three nights of live performances in Copley Square in 2014), Let’s Dance Boston (which drew 5,000+ residents and visitors for 5 nights of social dancing and live music on the Rose Kennedy Greenway in 2015), and the upcoming return of Street Pianos (fall 2016) - have opened the door for over 200 new community partnerships and have connected us with over 500,000 people of all walks of life who live and work in and visit the city. By activating public spaces and making the performing arts more visible and accessible to everyone who wants to participate, we aim to raise the level of cultural participation in the city and position Celebrity Series as a leader and advocate for arts and culture in the city as a whole.

Budget  --
Category  Arts, Culture & Humanities, General/Other
Population Served Children and Youth (0 - 19 years) Adults
Program Short-Term Success 

Part of what makes Street Pianos so powerful is its open invitation to people all over the city, of all ages and walks of life, to participate in making and sharing music together.

The community response to Street Pianos Boston was overwhelmingly positive in 2013, and we know from other cities that have brought the festival back multiple times that each time Street Pianos comes back, the experience is richer and deeper. Each iteration fosters new relationships. The recruitment effort for visual artists, piano hosts, and community partners – and the presence of the pianos themselves as part of the fabric of the city during the festival - will catalyze collaboration, activate public spaces, and strengthen networks throughout every neighborhood, both between Celebrity Series and our partners and also between partners.

Program Long-Term Success 

Through our public projects strategy as a whole, Celebrity Series is working with diverse partners to create a robust performing arts environment accessible to all – fueling creativity and collaboration, activating neighborhood networks, and creating community that bridges divides.

In broad terms, we are working to change the dialogue about arts in our society and in our city. By proving that there is indeed a critical mass that will and want to participate in the arts and unleash their creativity if only given the right platform, we are leading the way to infuse culture into daily life in Boston and elevate the arts in our city at a macro level. Because of the wide range of arts events we already present in Boston, and because our brand solidly stands for artistic excellence and high value, we are uniquely positioned for this leadership role. We think this is not only our responsibility, but our opportunity.

Program Success Monitored By 

For Street Pianos Boston 2016, Celebrity Series will track both quantitative data (participation in the calls for hosts and artists, visits to the pianos, press stories and media mentions, social media stats, dollars spent with local artists and vendors) and qualitative responses through stories and connections shared by partners and participants. Both the numbers and the stories will tell us a great deal about the success of the project. Our social media strategies in particular will be designed not only to promote Street Pianos before and during the festival, but also to help us collect data on the project’s reach and impact.

As with Street Pianos in 2013 and subsequent public projects, Celebrity Series will compile a post-event assessment to evaluate successes, challenges, opportunities, and lessons learned, to inform our public projects and community engagement strategies as we move ahead.

Examples of Program Success 

Boston enthusiastically embraced our city’s debut of Play Me, I’m Yours! when the Celebrity Series brought Street Pianos to Boston to kick off our 75th Anniversary celebration, from September 27 – October 14, 2013. Over a 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. 180 separate press items ran in more than 65 press outlets, the project web page had over 120,000 page views, and over 1,900 photos and videos were uploaded to the site.


CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mr. Gary Dunning
CEO Term Start June 2011
CEO Email gdunning@celebrityseries.org
CEO Experience

Gary Dunning holds a B.A. from Princeton University and a Masters degree from the London School of Economics and Political Science. Over a period of six years, he moved from Assistant to the General Manager to Company Manager, to General Manger of the American Ballet Theatre. In 1986, he became Executive Director of the Houston Ballet, and returned to the American Ballet Theatre as Executive Director in 1992. He joined the Big Apple Circus as Executive Director in 1996. He became President and Executive Director of the Celebrity Series of Boston, a multi-discipline presenting organization in 2011. Mr. Dunning has served on and chaired peer funding panels in dance and arts presenting for the Cultural Arts Council of Houston, the Texas Arts Council, the New York State Council for the Arts, and the National Endowment for the Arts. He and his wife, Anne Patterson Dunning, live in Boston.

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Ms. Martha Jones -- --
Mr. Walter Pierce -- --

Senior Staff

Name Title Experience/Biography
Ms. Karen Brown Director of Performance Operations

Karen Brown joined Celebrity Series of Boston in February 2004 and currently oversees theorganization’s concert events as director of performance operations. Prior to her role at the Celebrity Series, she served as Tanglewood Music Center Coordinator at the Boston Symphony Orchestra and held various positions within the booking and dance departments at IMG Artists in New York City. In addition to her work in the arts, she has been a gala committee members for Food for Free, a local hunger-relief non-profit dedicated to rescuing fresh produce and redistributing it to those in need. Ms. Brown received her bachelor’s degree in music from Ithaca College in New York, with a concentration in Advertising & Public Relations and a minor in German.

Mr. Edwin Derecho CFO Edwin Derecho joined the Celebrity Series of Boston in January 2012 as Chief Financial Officer.  Previously, he served in senior financial positions for organizations in the for-profit as well as non-profit sectors, including Goodwill, Spencer Technologies, IMG/TWIi, Furniture.com, Office Depot, Sunbeam, PepsiCo, Citibank, RCA/GE and Price Waterhouse.  Mr. Derecho holds a Bachelor's degree from Stanford University and an MBA from Harvard Business School.  He is a Certified Public Accountant and a Chartered Financial Analyst.
Ms. Amy Lam Artistic Programmer

Amy Lam is currently the Artistic Programmer of the Celebrity Series of Boston.  In this capacity, Ms. Lam curates and programs over fifty diverse events each season,ranging from symphony orchestras, chamber music and recitals, to classical ballet, modern dance, jazz, pop and world music. Under Ms. Lam’s direction, the programming palette of the Celebrity Series expanded beyond the tradition of presenting the world’s finest classical artists to include many new disciplines and aesthetics such as contemporary music, folk art, speakers, theater and multimedia productions.  Ms. Lam’s creativity and skillful introduction of new artistic voices led to a steady growth of audience base and sales volume for the organization over the past two decades, and the eclectic mix of events has become the signature brand of the Celebrity Series today.

Prior to joining the Celebrity Series in 1991, Ms. Lam held positions at Aaron Concert Management in Boston, MidAmerica Productions in New York City, and the Anderson Center for the Arts in Binghamton, NY.  

As a programming professional, Ms. Lam is a regular panelist for the National Endowment for the Arts.  Locally, she has served on many panels for funding programs including the Faculty Fellowship Program for Berklee College of Music. 

Amy Lam served on the board of Dance/USA, a national organization for dance organizations and professionals from 2004 to 2010, and was the Treasurer from 2008 to 2010.  She was also a board member of the Boston Dance Alliance (2000-2003), Volunteer Lawyers for the Arts in Massachusetts (2002-2005), and the Soldiers Field Park Children’s Center at Harvard Business School (2004-2007). 

Ms. Lam is a member of the International Society of Performing Arts, The League of American Orchestras, Chamber Music America, North American Performing Arts Managers and Agents and New England Presenters.  An active member of the Association of Performing Arts Presenters, Ms. Lam serves on the Advisory Committee of Classical Connection, a program designed to promote awareness of classical music in the performing arts industry.

Ms. Lam holds an MBA in Arts Administration from Binghamton University of New York, and graduated from the Chinese University of Hong Kong with a BA in Music. 

Ms. Sara C Robinson Director of Development

 

Sara Robinson is the Director of Development of Celebrity Series of Boston, where she oversees the planning, direction and implementation of all fundraising programs.   Ms. Robinson joined the Celebrity Series development team in 1991 and directed its efforts until 1997.  In 1997, she relocated to Palm Beach, Florida with her family.  In Palm Beach, Ms. Robinson served on several fundraising committees, including Project Coordinator of the Palm Beach Day School Auction, and the Leadership Committee of Academy of the Palm Beaches.  In 2007, Ms. Robinson joined the Board of Trustees of Palm Beach Day Academy, and as President of the Parent School Council, became involved in the fundraising efforts of the school.  In 2009, she became Director of Development and was instrumental in organizing the school’s Great Expectations Campaign.  In 2012, Ms. Robinson relocated to Boston and joined the Celebrity Series, again, as Director of Development.  Ms. Robinson is a member of the Palm Beach Civic Association, Association of Fundraising Professionals, and Women in Development of Greater Boston. 

Prior to joining the Celebrity Series in 1991, Ms. Robinson held positions with several art galleries in Boston and with the Museum of Fine Arts, Boston. She received her bachelor’s degree from Pine Manor College, with a major in Visual Art and a minor in English.


 

Mr. Jack Wright Director of Marketing Jack Wright has been an arts professional for more than 18 years. He is currently Director of Marketing and Communications for the Celebrity Series of Boston, a non-profit, multi-disciplinary performing arts presenter in Boston, Massachusetts, where he is primarily responsible forsubscription and single-ticket campaigns, institutional branding, online communications, and market and customer research. Jack is a member of the WGBH Corporate Executive Council and is on the Board of Directors of JazzBoston, Inc., a jazz advocacy organization. In the early 1990s, Jack served as General Manager of WMUA Radio in Amherst, Massachusetts, and helped to plan and present two seasons of the Magic Triangle Jazz Concert Series in Amherst. Jack studied tenor saxophone at Berklee College of Music and is a graduate of the University of Massachusetts, Amherst.

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Celebrity Series of Boston partners with the following institutions through our Arts for All! programs:

Academy of the Pacific Rim

All Saints Parish, Dorchester

BalletRox

Barbara Nakazama Flute Studio

Benjamin Banneker Charter Public School

Benjamin Franklin Institute

Berklee College of Music

Big Sister Association of Greater Boston

Blackstone Elementary School

Blue Hill Boys & Girls Club

Boston Arts Academy

Boston City Singers

Boston City-Wide String Orchestra

Boston Community Leadership Academy

Boston Conservatory

Boston Latin School

Boston Public Schools

Boston Renaissance Charter School

Boston Symphony Orchestra/Symphony Hall

Boys & Girls Clubs of Greater Boston

Brookline High School

Central Boston Elder Services, Inc.

Charlestown Boys & Girls Club

Chittick Elementary

Church of Holy Spirit, Mattapan

City Strings United

CityConnects

Community Art Center

Cotting School

Crimson Summer Academy

Curley K-8 School

The Dance Complex

Driscoll School

Edward Devotion School

EKS Music School

From The Top

Haley House Bakery

Handel and Haydn Society

Happy Hollow

Harvard University

Haynes Early Education Center

Heading Home

Henderson Lower and Upper School

Hernandez K-8 School

Hibernian Hall

Hurley K-8 School

Kennedy Day School

Lena Park Community Development Corp.

Longy School of Music at Bard College

Madison Park Development Corporation

Martini Memorial Shell

Massachusetts College Of Art And Design

Mattapan Teen Center

Mattapan United

Merengue Restaurant

musiConnects

Nantucket Community School

Nathan Hale School

New England Conservatory

North Shore Community College

Northeastern University

Pierce School, Brookline

Project STEP

Rindge & Latin High School

Rose Kennedy Greenway Conservancy

Roslindale Community Center

Save Our Streets - Boston, Inc.

Shady Hill School

St. Stephen's B-Ready After School Program

Sumner Boys & Girls Club

Sumner Elementary School

Tenacity

Timilty Middle School

UpTruck

Upward Bound

Urban Edge

USS Constitution Museum

Vibrant Boston

Yawkey Boys & Girls Club

Young Audiences of Massachusetts



CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 21
Number of Part Time Staff 2
Number of Volunteers 94
Number of Contract Staff 2
Staff Retention Rate % 80%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 6
Caucasian: 17
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 17
Male: 8
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan No
Business Continuity of Operations Plan Yes
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration Yes

Risk Management Provisions

Directors and Officers Policy
Employment Practices Liability
Fiduciary Liability
Internet Liability Insurance

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Joshua Boger PhD
Board Chair Company Affiliation Vertex Pharmaceuticals
Board Chair Term Sept 2009 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Howard Appleby Northern Cross, LLC Voting
Mr. Joshua Boger Vertex Pharmaceuticals Voting
Stephanie Brown Markun, Zusman, Freniere and Compton LLP Voting
Mr. Michael Canning Deloitte Consulting Voting
Joseph Cefalu Merrill Lynch Wealth Management, Cefalu Group Voting
Timothy Diggins Ropes & Gray Voting
Margaret Eagle Former VP, Fidelity Investments Voting
Ms. Donna Egan Volunteer and Philanthropist Voting
Gabor Garai Foley & Lardner LLP Voting
Randolph Hawthorne Principal, RGH Ventures Exofficio
Yvette Hochberg Community Volunteer Voting
Andrea Hoff Morgan & Milo Voting
Ms. Ilene Jacobs Fidelity Investments Voting
Ms. Jann Leeming L Squared Voting
Joseph McNay Essex Investments Voting
Dr. Gordon Moore Researcher and Primary Care Internist Voting
Tami Nason Charlesbank Capital Partners Voting
James Nuzzo Brigham & Women’s/Beth Israel Hospitals of Harvard Medical School Voting
Eleanor Pao E&F Realty Associates Voting
John Patterson Foley Hoag LLP Voting
Melinda Rabb Brown University Voting
Sharon Rich Volunteer and Philanthropist Voting
Spring Sirkin Chamber Theatre Productions Voting
Ms. Mary Elisabeth Swerz Former COO, JP Morgan Chase Voting
Belinda Termeer Community Volunteer Voting
Susan Thonis Former Venture Capital Analyst Voting
Janet Tobin Community Volunteer Voting
Sanjay Verma Parametric Technology Corporation Voting
Dorothy Altman Weber LISCW Voting
Janet Zwanziger Harvard Medical School Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 2
Caucasian: 27
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 18
Male: 12
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits --
Board Meeting Attendance % 84%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 24%
Constituency Includes Client Representation No

Standing Committees

  • Audit
  • Community Engagement
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Human Resources / Personnel
  • Investment
  • Marketing
  • Nominating
  • Program / Program Planning
  • Strategic Planning / Strategic Direction

CEO/Executive Director/Board Comments

The "Additional Board: Other Boards" refers to the Board of Overseers.

Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income $7,073,433.00
Projected Expense $7,058,873.00
Form 990s

2015 990

2014 990

2013 990

2012 990

2011 990

2010 990

2009 990

Audit Documents

2015 Audit

2014 Audit

2013 Audit

2012 Audit

2011 Audit

2010 Audit

2009 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $6,770,829 $6,333,136 $6,963,170
Total Expenses $6,470,310 $7,175,724 $5,937,908

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- --
Government Contributions $42,000 $40,300 $42,300
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $42,000 $40,300 $42,300
Individual Contributions $2,107,049 $1,293,768 $2,933,011
Indirect Public Support -- -- --
Earned Revenue $3,817,380 $4,015,169 $3,559,344
Investment Income, Net of Losses $507,382 $607,228 $311,919
Membership Dues -- -- --
Special Events $297,018 $376,671 $116,596
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $5,191,703 $5,952,320 $4,851,421
Administration Expense $750,335 $728,473 $689,347
Fundraising Expense $528,272 $494,931 $397,140
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.05 0.88 1.17
Program Expense/Total Expenses 80% 83% 82%
Fundraising Expense/Contributed Revenue 22% 29% 13%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $8,943,440 $9,081,912 $9,508,831
Current Assets $2,755,271 $2,117,036 $2,860,789
Long-Term Liabilities $0 $0 $0
Current Liabilities $1,739,512 $1,719,695 $1,884,344
Total Net Assets $7,203,928 $7,362,217 $7,624,487

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $5,500,000.00
Spending Policy Percentage
Percentage(If selected) 5.0%
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? 3.00

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 1.58 1.23 1.52

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments


Foundation Comments

Financial summary data in the charts and graphs above is per the organization's IRS Form 990s.  Contributions from foundations and corporations are listed under individuals when the breakout was not available.

Documents


Other Documents

No Other Documents currently available.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

  • Provide a robust, differentiated customer experience that engages customers before, during, and after performances and is tailored to customer segments
  • As a complement to event-specific promotion, refine and dramatically increase the visibility of the CS brand and value proposition in the Greater Boston area
  • Increase small and large donations, improve the large donor experience, and keep donors well-informed about the uses and outcomes of their contributions
  • Create a diverse portfolio of educational arts offerings with a focus on community partnerships
  • Refine annual planning process, build strong venue partnerships, and utilize new technologies

2. What are your strategies for making this happen?

  • Develop pre- and post-show events
  • Expand performance amenities and improve convenience
  • Develop and maintain post-show experience
  • Establish and broadcast brand promise and value proposition
  • Target new customer markets
  • Provide customized offerings to customer segments
  • Utilize dynamic pricing
  • Enhance donor outreach communications—initiative based giving
  • Expand small and large donation revenue
  • Provide community focused experiences at performances
  • Provide educational opportunities with a focus on community partnerships
  • Tailor annual planning process to Go Deep, Go Broad strategic plan
  • Develop strong venue partnerships
  • Explore expanding geographically
  • Deploy technology improvements to support initiatives

3. What are your organization’s capabilities for doing this?

Celebrity Series has a long history of presenting world class artists and partnering with venues and community partners to fulfill our mission and vision. We have a supportive Board and donor base and currently partner with over 100 communityorganizations to fulfill our mission.

4. How will your organization know if you are making progress?

Meeting, exceeding, or coming within 5% of our annual goals for subscriber retention, pre- and post-show interaction, contributed income, number and cost of community events, number of attendees impacted, variety of performances, and total ticket revenue.

5. What have and haven’t you accomplished so far?

Celebrity Series balances its annual operating budget of $6-7 million through ticket sales (66%), contributions (30%) and endowment (4%). Since implementing our current strategic plan in 2012, we have experienced considerable success on all fronts: overall performance revenue is up, including a notable growth in subscription revenues. Contributions have increased to the highest annual giving levels in the history of the Series. Most notably, the scale of our community programs increased in participation by 153% from 2012 to 2015, and continues to grow. The Celebrity Series reaches an annual audience of approximately 65,000 individuals through 60+ main-stage performances annually. Off stage and in the community, Celebrity Series engages another 10,000 individuals annually through 80+ community activities.

Our current five year strategic plan Go Deep, Go Broad strategic plan was developed through an intensive process with Deloitte and adopted in 2012. In 2014, we worked again with our team at Deloitte to evaluate the progress to date and revisit our goals and objectives. Particular areas of focus included articulating more specific artistic and impact objectives for our community programs and a detailed technology plan to enhance our digital platform including our sales and communications platforms. With input from key partners, we developed a plan for smart growth, which we are implementing in the current year and over the next two seasons and will reevaluate in the fall of 2018.