HAWAII OPERA THEATRE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII OPERA THEATRE (EIN 99-0197758)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-17
- IRS object ID
- 202311079349301921
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-17T19:22:59-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261659234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990197758 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII OPERA THEATRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 8085967372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 SOUTH BERETANIA STREET 301 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW MORGAN | PersonNm |
| Person Title | GENERAL DIRECTOR | PersonTitleTxt |
| Phone | 8085967372 | PhoneNum |
| Signature | 2023-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | MORGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A KING | PreparerPersonNm |
| PTIN | P00220997 | PTIN |
| Phone | 8085311040 | PhoneNum |
| Preparation | 2023-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW MORGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 SOUTH BERETANIA STREET 301 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,506,692 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAWAIIOPERA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Activity Or Mission | PRESENT OPERA PERFORMANCES AND EDUCATION PROGRAMS THAT IMPROVE LIVES THROUGH OPERA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,411,460 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,069,742 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,207 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $436,388 | CYProgramServiceRevenueAmt |
| PY Investment Income | $120,904 | PYInvestmentIncomeAmt |
| CY Investment Income | $96,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $275,162 | PYOtherRevenueAmt |
| CY Other Revenue | $336,954 | CYOtherRevenueAmt |
| PY Total Revenue | $1,838,733 | PYTotalRevenueAmt |
| CY Total Revenue | $2,939,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,079,725 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,227,154 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $304,945 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,107,689 | PYOtherExpensesAmt |
| CY Other Expenses | $1,668,828 | CYOtherExpensesAmt |
| PY Total Expenses | $2,187,414 | PYTotalExpensesAmt |
| CY Total Expenses | $2,895,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$348,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,772,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,881,133 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,674,680 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,029,520 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,098,219 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,851,613 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO USE SOUND BUSINESS PRACTICE TO PRESENT A BROAD SPECTRUM OF WORLD-CLASS OPERA AND MUSIC-THEATRE, AS WELL AS A WIDE RANGE OF EDUCATIONAL AND ARTISTIC OPPORTUNITIES, TO THE WHOLE STATE OF HAWAII. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,935,021 | ExpenseAmt |
| Revenue | $431,783 | RevenueAmt |
| Desc | OPERA PERFORMANCES: HOT'S 2021-2022 SEASON WAS IMPACTED BY THE CONTINUED EFFECTS OF THE COVID-19 PANDEMIC, INCLUDING RESCHEDULING ACTIVITIES PLANNED FOR FALL 2021 AND A SLOW RETURN OF AUDIENCES. BUT THROUGH RESILIENCE AND RESOURCEFULNESS THAT INCLUDED INSTITUTING RIGOROUS SAFETY PROTOCOLS, HOT WAS ABLE TO SUCCESSFULLY RETURN TO LIVE PERFORMANCES FOR THREE MAINSTAGE PRODUCTIONS AT THE BLAISDELL CONCERT HALL AND A SERIES OF SMALLER PROGRAMS IN THE NEWLY LAUNCHED "STUDIO 101" SPACE IN THE COMPANY'S HAWAII OPERA PLAZA BUILDING. THE THREE MAINSTAGE PRODUCTIONS IN THE SPRING 2022 SEASON WERE "THE TRAGEDY OF CARMEN", A REIMAGINING OF BIZET'S OPERA "CARMEN" BY FILM AND THEATRE DIRECTOR PETER BROOKS; "RE-EMERGING: HOT LIVE IN CONCERT", A SEMI-STAGED PROGRAM OFFERING SELECTIONS FROM OPERA AND MUSICAL THEATRE; AND PUCCINI'S "MADAME BUTTERFLY". STUDIO 101 PROGRAMMING FEATURED "I'LL BE SEEING YOU: 1940'S RADIO HOUR LIVE", A MUSICAL TRIBUTE COMMEMORATING THE 80TH ANNIVERSARY OF THE ATTACK ON PEARL HARBOR. HOT'S 2020-2021 SEASON WAS COMPLETELY VIRTUAL, DUE TO THE PANDEMIC, AND OFFERED OVER 30 HOURS OF ORIGINAL DIGITAL CONTENT INCLUDING THE DIGITAL WORLD PREMIERE OF "HOMETOWN TO THE WORLD." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $372,686 | ExpenseAmt |
| Revenue | $11,740 | RevenueAmt |
| Desc | EDUCATION PROGRAM:HOT'S EDUCATION DEPARTMENT WAS ALSO ABLE TO RETURN TO IN-PERSON ACTIVITIES AT MOST SCHOOLS DURING THE 2021-2022 FISCAL YEAR, REACHING OVER 15,000 STUDENTS, TEACHERS, AND PARENTS ACROSS THE STATE OF HAWAII. PROGRAMMING INCLUDED THE RETURN OF HOT'S OPERA EXPRESS TOURING SHOW, A FAMILY-FRIENDLY PRODUCTION OF VERDI'S "AIDA", THAT TRAVELLED ACROSS OAHU AND KAUAI. OPERA FOR EVERYONE ALSO RETURNED, WITH OVER 200 STUDENTS ATTENDING THE FINAL DRESS REHEARSAL FOR "MADAME BUTTERFLY" AT THE BLAISDELL CONCERT HALL. IN A COLLABORATION WITH HAWAII YOUTH OPERA CHORUS (HYOC), HOT'S EDUCATION TEAM PRODUCED "ULU TREE" BY COMPOSER HERB MAHELONA, AN OPERA FOR YOUNG VOICES THAT WEAVES TOGETHER HAWAIIAN, CHINESE, JAPANESE, AND KOREAN FOLKTALES FROM HAWAII'S PLANTATION ERA. THIS PRODUCTION WAS THE CULMINATION OF "OPERATUNITIES," A SUMMER PROGRAM CREATED BY HYOC WITH HOT TO TEACH THEATRE SKILLS TO A NEW GENERATION OF PERFORMERS.AUDITIONS, CLASSES AND ONE-ON-ONE COACHING SESSIONS FOR THE MAE Z. ORVIS OPERA STUDIO PROGRAM WERE HELD BOTH VIRTUALLY AND IN PERSON, LED BY HOT STAFF AND FOUR DIFFERENT GUEST CLINICIANS: MARK MORASH, HEAD OF MUSIC & CHORUS DIRECTOR FOR CALGARY OPERA, TIM SHAINDLIN OF THE YALE SCHOOL OF MUSIC, TAMARA SANIKIDZE, DIRECTOR OF BUTLER OPERA CENTER, AND INTERNATIONALLY KNOWN CONDUCTOR AND PIANIST BEN MAKINO. THE CENTERPIECE FOR THE ORVIS OPERA STUDIO SEASON WAS AN ORIGINAL PROGRAM, CREATED AND DIRECTED BY HOT'S ARTISTIC PROGRAM OFFICER JAMIE OFFENBACH, TITLED I'LL BE SEEING YOU: 1940'S RADIO HOUR LIVE, A MUSICAL TRIBUTE HONORING THE 80TH ANNIVERSARY OF THE ATTACK ON PEARL HARBOR. THE PRODUCTION, FULLY STAGED WITH COSTUMES AND MAKEUP, WAS PRESENTED AS IF AUDIENCES WERE ATTENDING A LIVE RADIO BROADCAST. THE ORVIS YOUNG VOICES PROGRAM, FOR HIGH-SCHOOL AGED SINGERS, HELD MONTHLY SESSIONS FROM AUGUST THROUGH FEBRUARY. GUEST CLINICIANS INCLUDED JONATHAN SYPERT, TONY PISCULI, MARK MORASH, AND TAMARA SANIKIDZE. THE SEASON CULMINATED IN A FINAL RECITAL LED BY MS. SANIKIDZE.HOT'S RESIDENCY PROGRAM BRINGS EDUCATION AND PRODUCTION STAFF INTO ELEMENTARY SCHOOLS TO COMPOSE AND CREATE OPERA PRODUCTIONS WITH STUDENTS AND TEACHERS CENTERED ON CURRICULUM COMPONENTS. SCHOOLS FOR 2021-2022 WERE HE'EIA, BLANCHE POPE, WAIKELE, AND PALOLO ELEMENTARY SCHOOLS. STORIES SELECTED AND WRITTEN BY THE STUDENTS FOCUSED ON THE HISTORY OF THE AREA IN WHICH THEIR SCHOOL IS LOCATED, AS WELL AS MARSH BIRDS, AND AN OPERA TITLED "SUPERHEROES OF THE SOUTH PACIFIC." ALL PROJECTS CULMINATED IN A PERFORMANCE FOR THEIR PEERS, TEACHERS, PARENTS AND THE COMMUNITY TWO WERE PRESENTED IN-PERSON AND TWO INVOLVED THE CREATION OF VIDEOS THAT WERE SHARED VIRTUALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,307,707 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW MORGAN | PersonNm |
| Phone | 8085967372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 SOUTH BERETANIA STREET SUITE | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVEN PRIETO | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES H MCCOY | ||||||
| PRESIDENT EMERITUS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALISON BHATTACHARYYA | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUZANNE B ENGEL | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH KALWAY | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EVELYN B LANCE | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LUANNA MCKENNEY | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH RICHARDS | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEAN ROLLES | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARRIE SCHAEFER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE H TURNER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADRIENNE WING | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEIGHTON YUEN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREA ZANNONI | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINN M ALBER | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA C NELSON | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT B BUNN | ||||||
| CO-COUNSEL | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN L KNOREK | ||||||
| CO-COUNSEL | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLYN A BERRY WILSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATSY B BUNN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA ANDELIN CAMERON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA FROHLICH CHERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN LYN B CLARKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FRANKLIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A KELIIKULI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH KIESSLING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FLORIA LORI KOMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES T LEAVITT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DORETTE PS LUKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP MCNAMEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON SALA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID Y TAKAGI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGIE S WALKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW MORGAN | ||||||
| GENERAL DIRECTOR | 60.00 | Yes (X) | $177,000 | $0 | $7,794 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,794 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $313,717 | FundraisingAmt |
| Government Grants | $256,534 | GovernmentGrantsAmt |
| All Other Contributions | $1,499,491 | AllOtherContributionsAmt |
| Total Contributions | $2,069,742 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711110 | $424,648 | $424,648 |
| EDUCATIONAL PROGRAMS | 611600 | $11,740 | $11,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $436,388 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,636 | TotalRevenueColumnAmt |
| Exclusion | $98,636 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $616,577 | RealAmt |
| Personal | $5,199 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $357,373 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $259,204 | RealAmt |
| Personal | $5,199 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,403 | TotalRevenueColumnAmt |
| Exclusion | $264,403 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,476 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,320 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,844 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,844 | TotalRevenueColumnAmt |
| Exclusion | -$1,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $211,539 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $313,717 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $146,123 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,416 | TotalRevenueColumnAmt |
| Exclusion | $65,416 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REIMBURSEMENTS | 900099 | $4,858 | $4,858 |
| OTHER REVENUE | 900099 | $2,277 | $2,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,135 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,939,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $443,523 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $426,611 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,624 | TotalAmt |
| Program Services | $77,610 | ProgramServicesAmt |
| Management And General | $29,104 | ManagementAndGeneralAmt |
| Fundraising | $67,910 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,768 | TotalAmt |
| Program Services | $684,382 | ProgramServicesAmt |
| Management And General | $97,148 | ManagementAndGeneralAmt |
| Fundraising | $53,238 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,740 | TotalAmt |
| Program Services | $20,365 | ProgramServicesAmt |
| Management And General | $3,321 | ManagementAndGeneralAmt |
| Fundraising | $3,054 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,522 | TotalAmt |
| Program Services | $76,726 | ProgramServicesAmt |
| Management And General | $11,782 | ManagementAndGeneralAmt |
| Fundraising | $9,014 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,500 | TotalAmt |
| Program Services | $75,520 | ProgramServicesAmt |
| Management And General | $11,033 | ManagementAndGeneralAmt |
| Fundraising | $6,947 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175 | TotalAmt |
| Program Services | $1,170 | ProgramServicesAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,428 | TotalAmt |
| Management And General | $20,428 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,250 | TotalAmt |
| Management And General | $38,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,876 | TotalAmt |
| Program Services | $12,093 | ProgramServicesAmt |
| Management And General | $22,096 | ManagementAndGeneralAmt |
| Fundraising | $2,687 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,905 | TotalAmt |
| Program Services | $38,905 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,154 | TotalAmt |
| Program Services | $24,605 | ProgramServicesAmt |
| Management And General | $7,945 | ManagementAndGeneralAmt |
| Fundraising | $24,604 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,270 | TotalAmt |
| Program Services | $26,135 | ProgramServicesAmt |
| Fundraising | $26,135 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,556 | TotalAmt |
| Program Services | $364,134 | ProgramServicesAmt |
| Management And General | $3,788 | ManagementAndGeneralAmt |
| Fundraising | $33,634 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,694 | TotalAmt |
| Program Services | $23,402 | ProgramServicesAmt |
| Management And General | $2,292 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,514 | TotalAmt |
| Program Services | $63,625 | ProgramServicesAmt |
| Management And General | $12,176 | ManagementAndGeneralAmt |
| Fundraising | $8,713 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,232 | TotalAmt |
| Program Services | $13,726 | ProgramServicesAmt |
| Management And General | $1,167 | ManagementAndGeneralAmt |
| Fundraising | $6,339 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,552 | TotalAmt |
| Program Services | $12,899 | ProgramServicesAmt |
| Management And General | $4,704 | ManagementAndGeneralAmt |
| Fundraising | $7,949 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION EXPENSE | $727,357 | $708,750 | $15,506 | $3,101 |
| EDUCATION PROGRAMS | $65,522 | $65,522 | ||
| FUNDRAISING | $33,481 | $33,481 | ||
| MISCELLANEOUS EXPENSES | $28,141 | $13,313 | $1,515 | $13,313 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,721 | TotalAmt |
| Program Services | $4,825 | ProgramServicesAmt |
| Management And General | $1,070 | ManagementAndGeneralAmt |
| Fundraising | $4,826 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,895,982 | TotalAmt |
| Program Services | $2,307,707 | ProgramServicesAmt |
| Management And General | $283,330 | ManagementAndGeneralAmt |
| Fundraising | $304,945 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,654 | BOYAmt |
| EOY | $1,502,912 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,467 | BOYAmt |
| EOY | $151,429 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,937 | BOYAmt |
| EOY | $327,722 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,511 | BOYAmt |
| EOY | $100,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,661,474 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,639,638 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,750 | BOYAmt |
| EOY | $1,021,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,566,580 | BOYAmt |
| EOY | $6,777,217 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,772,899 | BOYAmt |
| EOY | $9,881,133 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,143 | BOYAmt |
| EOY | $197,574 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,742 | BOYAmt |
| EOY | $408,744 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,130,000 | BOYAmt |
| EOY | $3,423,202 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,795 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,674,680 | BOYAmt |
| EOY | $4,029,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,266,763 | BOYAmt |
| EOY | -$3,266,372 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,364,982 | BOYAmt |
| EOY | $9,117,985 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,098,219 | BOYAmt |
| EOY | $5,851,613 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,772,899 | BOYAmt |
| EOY | $9,881,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $43,894 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$290,500 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,411,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,349,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,724,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,411,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,657,305 | CurrentTaxYearAmt |
| Total | $8,555,029 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,411,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,349,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,724,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,411,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,657,305 | CurrentTaxYearAmt |
| Total | $8,555,029 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $852,825 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,702,204 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $570,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $542,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,021,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $731,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,412 | CurrentTaxYearAmt |
| Total | $3,587,794 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$2,461 | CurrentTaxYearMinus3YearsAmt |
| Total | -$2,604 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,135 | CurrentTaxYearAmt |
| Total | $17,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,158,137 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,052,101 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER REVENUE - 2019 AMOUNT: $ 3,120. 2020 AMOUNT: $ 7,663. 2021 AMOUNT: $ 2,277. REIMBURSEMENTS - 2021 AMOUNT: $ 4,858. |
| SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | DESCRIPTION: BEQUEST DATE: 05/27/22 AMOUNT: 106477. DESCRIPTION: BEQUEST DATE: 10/31/21 AMOUNT: 305960. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,131,498 | BeginningYearBalanceAmt |
| Administrative Expenses | -$7,000 | AdministrativeExpensesAmt |
| End Year Balance | $7,138,498 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,129,679 | BeginningYearBalanceAmt |
| Contributions | $1,819 | ContributionsAmt |
| End Year Balance | $7,131,498 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,121,951 | BeginningYearBalanceAmt |
| Contributions | $7,728 | ContributionsAmt |
| End Year Balance | $7,129,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,146,451 | BeginningYearBalanceAmt |
| Contributions | -$24,500 | ContributionsAmt |
| End Year Balance | $7,121,951 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,253,175 | BeginningYearBalanceAmt |
| Contributions | -$106,724 | ContributionsAmt |
| End Year Balance | $7,146,451 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $461,000 | OtherCostOrOtherBasisAmt |
| Book Value | $461,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,764,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,239,493 | DepreciationAmt |
| Book Value | $525,265 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $435,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $400,145 | DepreciationAmt |
| Book Value | $35,571 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,021,836 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,158,217 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$290,500 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $61,747 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $62,918 | OtherRevenueAmt |
| Revenue Not Reported | -$165,835 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,324,052 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,250 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$422,426 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$384,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,939,876 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,344,621 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $61,747 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $425,142 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $486,889 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,857,732 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,250 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $38,250 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,895,982 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE THEATRE HAS A SPENDING POLICY ALLOWING FOR THE APPROPRIATION OF 3% (BEGINNING IN THE YEAR ENDED MAY 31, 2020) OF THE ROLLING 12 QUARTERS' AVERAGE BALANCE OF THE ENDOWMENT, OR SUCH OTHER AMOUNT AS CONSIDERED NECESSARY BY THE BOARD OF DIRECTORS. NET RENTAL INCOME EARNED FROM THE HAWAII OPERA PLAZA ENDOWMENT IS EXPENDED CURRENTLY IN SUPPORT OF OPERATIONS. |
| PART X, LINE 2: | U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT EVALUATED HOT'S AND THE LLC'S TAX POSITIONS AS OF MAY 31, 2022 AND 2021 AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT HOT AND THE LLC HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. HOT AND THE LLC ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTERFUND INTEREST INCOME 62,918. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -4,851. RENTAL OPERATIONS EXPENSES -357,373. INCREASE (DECREASE) IN NET ASSETS WITH DONOR RESTRICTIONS -246,997. PPP LOAN FORGIVENESS 186,795. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 4,851. RENTAL OPERATIONS EXPENSES 357,373. INTERFUND INTEREST EXPENSES 62,918. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPERA BALL & SILENT AUCTION | Event1Nm |
| Gross Receipts Event1 | $448,902 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $313,717 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $135,185 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $74,225 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,821 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $57,726 | OtherDirectExpensesEvent1Amt |
| Event2 | ACT II | Event2Nm |
| Gross Receipts Event2 | $76,354 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $76,354 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,351 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $525,256 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $313,717 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $211,539 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $74,225 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,821 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $63,077 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $146,123 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $65,416 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW MORGAN | PersonNm |
| Title | GENERAL DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $152,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,794 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $184,794 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT B. BUNN, CO-COUNSEL AND DIRECTOR, AND PATSY B. BUNN, DIRECTOR, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS MEMBERS WHICH ELECT NEW BOARD DIRECTORS AT THE ANNUAL MEETING VIA PERSONAL ATTENDANCE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS EXPLAIN THE PROCESS BY WHICH MEMBERS CAN ELECT OR REMOVE BOARD DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE FORM 990 HAS BEEN PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM, BOTH MANAGEMENT AND THE BOARD TREASURER REVIEWED THIS FORM 990. IT THEN WAS SENT TO THE BOARD OF DIRECTORS FOR ITS REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS, DIRECTORS, AND EMPLOYEES. SUCH PERSONS ARE REQUIRED TO INFORM THE CHAIRMAN OF THE BOARD OF DIRECTORS OF ANY POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS IDENTIFIED AS SUCH. ANY SUCH PERSON WILL THEN BE EXCUSED FROM TAKING ANY FURTHER ACTION RELATED TO THE POTENTIAL CONFLICT UNLESS THE BOARD OF DIRECTORS, AFTER FULL DISCLOSURE, FINDS THAT THERE IS NO MATERIAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE GENERAL DIRECTOR IS REVIEWED BY THE EXECUTIVE EVALUATION COMMITTEE USING COMPARABILITY DATA FROM OTHER OPERA AND PERFORMING ARTS COMPANIES SIMILAR IN SIZE AND COMPLEXITY. THIS PROCESS IS DOCUMENTED IN THE PERSONNEL FILE AND/OR MEETING MINUTES. THIS EVALUATION PROCESS IS DONE ANNUALLY, AND THE COMMITTEE RECOMMENDATIONS ARE PRESENTED TO THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE HOT WEBSITE AT HAWAIIOPERA.ORG. THE FORM 990 IS ALSO AVAILABLE ON THE WEBSITES OF THE STATE OF HAWAII TAX & CHARITIES DIVISION, GUIDESTAR AND CHARITY NAVIGATOR. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | NO CHANGE IN PROCESS FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAI'I OPERA PLAZA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 S BERETANIA ST SUITE 301 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990197758 | EIN |
| Primary Activities | COMMERICAL RENTAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Total Income | $616,577 | TotalIncomeAmt |
| End Of Year Assets | $1,220,914 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII OPERA THEATRE | BusinessNameLine1Txt |
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