2022-05-16T17:41:45-05:00 2021-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2020-07-01 990161980 BISHOP MUSEUM BISH 8088484161 1525 BERNICE STREET HONOLULU HI 968172704 MELANIE Y IDE PRESIDENT & CEO 8088484161 2022-05-16 1 MELANIE IDE 999009999 MARK A HAYES P00085205 8085311040 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MELANIE Y IDE 1525 BERNICE STREET HONOLULU HI 968172704 16900132 0 X WWW.BISHOPMUSEUM.ORG X 1889 HI THE BISHOP MUSEUM IS THE CARETAKER OF EXTENSIVE CULTURAL AND NATURAL HISTORY COLLECTIONS OF HAWAII AND THE PACIFIC. THE MUSEUM'S EXHIBITS, PROGRAMS, AND RESEARCH EDUCATE HAWAII'S RESIDENTS AND NON-RESIDENT VISITORS ABOUT HAWAII'S CULTURAL AND NATURAL HISTORY. 25 24 212 56 0 0 11888122 13028779 2336315 1299173 -597971 -426193 306912 204865 13933378 14106624 4672839 0 0 0 7777235 8116549 0 0 1302717 6722915 6011160 19172989 14127709 -5239611 -21085 73311752 80582452 12590653 10722062 60721099 69860390 BISHOP MUSEUM INSPIRES OUR COMMUNITY AND VISITORS THROUGH THE EXPLORATION, CELEBRATION, AND PERPETUATION OF THE EXTRAORDINARY HISTORY, CULTURE, AND ENVIRONMENT OF HAWAI'I AND THE PACIFIC. 0 0 3781632 1098128 PUBLIC PROGRAMS - PUBLIC PROGRAMS PROVIDE INFORMAL EDUCATIONAL EXPERIENCES THAT TELL THE STORY OF HAWAII AND THE PACIFIC. THE PROGRAM TAKES FULL ADVANTAGE OF THE COMPREHENSIVE RESOURCES OF THE MUSEUM'S COLLECTIONS AND RESEARCH PRODUCTS, AND PROVIDES VISITORS AND HAWAII RESIDENTS WITH DIVERSE PROGRAMS. FOR THE FISCAL YEAR JUNE 30, 2021, THE MUSEUM HAD APPROXIMATELY 54,431 RESIDENT AND 30,365 NON-RESIDENT VISITORS. 3181051 103756 NATURAL SCIENCES - NATURAL SCIENCES ACTIVITIES INCLUDE PROVIDING UNDERSTANDING OF THE NATURAL ENVIRONMENTS OF HAWAII AND THE PACIFIC, PROVIDING INFORMATION FOR CONSERVING THE BIODIVERSITY OF THOSE ENVIRONMENTS AND, BY CONTRIBUTING TO PUBLIC PROGRAMS, EXPANDING EDUCATIONAL EXPERIENCES IN SCIENCE FOR HAWAII RESIDENTS AND MUSEUM VISITORS. 1527462 243000 CULTURAL RESOURCES - ACTIVITIES IN THE CULTURAL RESOURCES PROGRAM INCLUDE FIELD AND COLLECTIONS-BASED RESEARCH UNDERTAKEN IN COLLABORATION WITH INDIGENOUS PEOPLES AND MORE RECENT IMMIGRANTS OF HAWAII. TRADITIONAL KNOWLEDGE SYSTEMS, PHILOSOPHIES OF KNOWLEDGE, AND SCIENCE ARE HISTORICALLY APPLIED. THE PROGRAM ALSO PROVIDES FEE-BASED CONSULTING SERVICES RELATED TO THE CULTURAL SCIENCES. 8490145 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 89 0 212 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X X DEEANN YABUSAKI 8088478274 1525 BERNICE STREET HONOLULU HI 96817 WAYNE PITLUCK CHAIR, DIRECTOR 1.00 X X 0 0 0 AULANI WILHELM FIRST VICE CHAIR 1.00 X X 0 0 0 TODD APO 2ND VICE CHAIR, DIRECTOR 1.00 X X 0 0 0 VALERIE SHINTAKU SECRETARY,DIRECTOR 1.00 X X 0 0 0 DANNY AKAKA JR DIRECTOR 1.00 X 0 0 0 MAENETTE BENHAM DIRECTOR 1.00 X 0 0 0 ANN BOTTICELLI DIRECTOR 1.00 X 0 0 0 LAURAN BROMLEY DIRECTOR 1.00 X 0 0 0 AMANDA ELLIS DIRECTOR 1.00 X 0 0 0 ELIZABETH GROSSMAN DIRECTOR 1.00 X 0 0 0 PATRICK KIRCH DIRECTOR 1.00 X 0 0 0 ANTON KRUCKY DIRECTOR, FORMER 1ST VICE CHAIR 1.00 X X 0 0 0 KAPIOLANI MARIGNOLI DIRECTOR 1.00 X 0 0 0 WATTERS O MARTIN JR DIRECTOR 1.00 X 0 0 0 JAMES MONIZ DIRECTOR 1.00 X 0 0 0 JOHN MORGAN DIRECTOR 1.00 X 0 0 0 CAMERON NEKOTA DIRECTOR 1.00 X 0 0 0 LANCE PARKER DIRECTOR 1.00 X 0 0 0 BILLY RICHARDS DIRECTOR 1.00 X 0 0 0 ROSEMARIE SAM DIRECTOR 1.00 X 0 0 0 MICHAEL TAKAYAMA DIRECTOR 1.00 X 0 0 0 PAUL TURNBULL DIRECTOR 1.00 X 0 0 0 VAUGHN VASCONCELLOS DIRECTOR 1.00 X 0 0 0 GAYLORD WILCOX DIRECTOR 1.00 X 0 0 0 JEN-L LYMAN FORMER SECRETARY, DIRECTOR 1.00 X X 0 0 0 JOHN DE FRIES FORMER DIRECTOR 1.00 X 0 0 0 MELANIE IDE PRESIDENT & CEO 40.00 X X 241000 0 37273 NICOLE SAKAI ASSISTANT SECRETARY 40.00 X 45182 0 16192 ANDREW TOUMA TREASURER, FORMER CONTROLLER 40.00 X 86575 0 7628 AMY MARVIN FORMER SR VP, COO & 1ST ASSIST TREAS 40.00 X 163788 0 29244 RAYMOND KONG FORMER VP/GEN COUNSEL & ASSIST SEC 40.00 X 116505 0 228 ALLEN ALLISON DIRECTOR OF NATURAL SCIENCES 40.00 X 103133 0 22934 BRANDON BUNAG DIRECTOR OF EDUCATION 40.00 X 79933 0 24645 WESLEY YOON VP OF OPERATIONS, PLANNING, PROG MGMT 40.00 X 97037 0 19232 JANET BULLARD VP ADVANCEMENT & MARKETING COMM. 40.00 X 110222 0 9219 BARRON ODA GEN COUNSEL & 1ST ASST SEC BEG 2021 40.00 X 0 0 0 1043375 0 166595 5 0 1 0 808 PHONES & IT SERVICES LLC DBA DIGIT 99-1046 IWAENA STREET AIEA HI 96701 IT SERVICES & EQUIPMENT LEASES 237200 FUJIKAWA ASSOCIATES INC DBA CONTINENT 2146 PUUHALE PLACE HONOLULU HI 96819 CONSTRUCTION 230616 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 AUDITING & TAX PREPARATION SERVICES 160644 3 745829 97479 4488480 7696991 23834 13028779 ADMISSIONS 900004 1015829 1015829 RESEARCH CONTRACTS 900004 283344 283344 1299173 181873 181873 82946 71280 11666 11666 11666 2076897 2684963 -608066 -608066 -608066 0 97479 0 0 164419 37265 127154 127154 PARKING 900099 47488 47488 COMMISSION/ROYALTY 900004 17438 17438 OTHER INCOME 900099 1119 1119 66045 14106624 1444884 0 -367039 861259 508398 271525 81336 5957201 3516512 1878096 562593 135310 106515 10527 18268 652232 524348 37578 90306 510547 390589 53359 66599 10997 10997 107473 107473 58745 58745 1248017 1008343 201255 38419 117201 108916 7464 821 834837 488388 250109 96340 203958 91065 60976 51917 36793 27317 4876 4600 812204 477029 251449 83726 24641 19756 4885 5873 4391 832 650 244707 41 244666 2013141 1128524 691684 192933 266665 74610 183220 8835 GENERAL EXCISE TAXES 25908 15403 5131 5374 14127709 8490145 4334847 1302717 1626504 2492232 774165 2236377 594622 1157392 387883 252175 109130 71406 184680 389443 71519718 31142750 41780456 40376968 5366834 6535013 22487478 27071446 73311752 80582452 5435299 2212206 111389 1304771 5353085 5341529 1484700 1706355 206180 157201 12590653 10722062 X 30931768 32755355 29789331 37105035 60721099 69860390 73311752 80582452 X -21085 1668018 7492358 X 0 1 X 1 1 1 X 8542017 8506449 10300632 11888122 13028779 52265999 8542017 8506449 10300632 11888122 13028779 52265999 8725752 43540247 663598 924410 1393784 728512 264819 3975123 46139 46139 166349 152313 170849 94407 66045 649963 56937224 13928649 0.76470 0.75780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 166,349. 2017 AMOUNT: $ 152,313. 2018 AMOUNT: $ 170,849. 2019 AMOUNT: $ 94,407. 2020 AMOUNT: $ 66,045. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 73317 0 0 73317 0 PART II-B, LINE 1: BISHOP MUSEUM'S PRESIDENT AND GOVERNMENT AFFAIRS STAFF WORK WITH THIRD PARTY LOBBYISTS TO ENGAGE IN DISCUSSIONS WITH STATE LEGISLATORS REGARDING THE MUSEUM'S OPERATING SUBSIDY AND GRANT-IN-AID PROPOSALS SUBMITTED FOR FUNDING CAPITAL PROJECTS AT THE MUSEUM. X X X X 1 27618431 5758651 310099 33066983 28860387 43310 -971481 313785 27618431 27668331 905665 681845 395454 28860387 27987005 19960 2562 341196 27668331 27292231 1173407 478633 27987005 0.00200 0.99800 1 0 399718 3318795 3718513 45093998 15126508 29967490 17277254 11986876 5290378 5429953 4029366 1400587 40376968 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 273505 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 26797941 27071446 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 37280 CAPITAL LEASE OBLIGATION 119921 157201 X 13381405 1668019 328964 1996983 11384422 58745 2663457 2722202 14106624 14469208 328964 71280 400244 14068964 58745 58745 14127709 PART III, LINE 1A: THE MUSEUM HAS EXTENSIVE COLLECTIONS OF ART, RARE BOOKS AND MANUSCRIPTS, CULTURAL ARTIFACTS AND NATURAL HISTORY SPECIMENS. THOSE COLLECTIONS ARE MAINTAINED UNDER CURATORIAL CARE AND HELD FOR RESEARCH, EDUCATION AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE. THE MUSEUM DOES NOT CAPITALIZE COLLECTIONS. COLLECTION ITEMS THAT ARE DONATED ARE NOT REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. COLLECTION ITEMS THAT ARE PURCHASED ARE RECORDED AS CHANGES IN UNRESTRICTED, TEMPORARILY RESTRICTED, OR PERMANENTLY RESTRICTED NET ASSETS BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. ANY PROCEEDS FROM INSURANCE RECOVERIES OR SALES OF COLLECTION ITEMS ARE RECORDED AS AN INCREASE IN THE APPROPRIATE NET ASSET CLASS, AFTER CONSIDERING ANY DONOR-IMPOSED RESTRICTIONS. PART III, LINE 4: BISHOP MUSEUM WAS DESIGNATED AS THE HAWAII STATE MUSEUM OF NATURAL AND CULTURAL HISTORY IN 1988. ITS CULTURAL AND NATURAL COLLECTIONS ENCOMPASS MORE THAN 24 MILLION CATALOGUED OBJECTS. THE CULTURAL COLLECTION WAS ESTABLISHED WITH HAWAIIAN ARTIFACTS AND HEIRLOOMS FROM THE KAMEHAMEHA MONARCHY AND HAS EXPANDED TO INCLUDE ARTIFACTS, DOCUMENTS AND PHOTOGRAPHS ABOUT HAWAII AND OTHER PACIFIC ISLAND CULTURES. THE CULTURAL COLLECTION CURRENTLY INCLUDES OVER 1.3 MILLION ARTIFACTS, 115,000 HISTORICAL PUBLICATIONS AND 1 MILLION HISTORICAL PHOTOGRAPHS, FILMS, WORKS OF ART, AUDIO RECORDINGS AND MANUSCRIPTS. THE NATURAL HISTORY COLLECTION CURRENTLY CONSISTS OF 22.3 MILLION SPECIMENS OF PLANT AND ANIMAL LIFE OF HAWAII AND THE PACIFIC, INCLUDING SPECIMENS THAT ARE NOW EXTINCT. THE COLLECTIONS ARE THE CENTER OF THE ORGANIZATION'S MISSION TO STUDY, PRESERVE AND TELL THE STORIES OF THE NATURAL AND CULTURAL HISTORY OF HAWAII AND THE PACIFIC. RESEARCH BASED ON THE COLLECTIONS PROVIDE THE BASIS FOR EDUCATION AND EXHIBITIONS PROVIDED TO THE PUBLIC. THE COLLECTIONS ARE MAINTAINED UNDER CURATORIAL CARE TO PRESERVE ARTIFACTS FOR THE EDUCATION OF FUTURE GENERATIONS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR EDUCATION, COLLECTIONS CARE, RESEARCH, AND GENERAL OPERATIONS. PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE MUSEUM'S TAX POSITIONS AS OF JUNE 30, 2021 AND 2020, AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. THE MUSEUM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN NET ASSETS WITH DONOR RESTRICTIONS 7,315,704. CHANGE IN VALUE OF TRUST ASSETS -4,580,967. RENTAL EXPENSES -71,280. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 71,280. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES NATURAL SCIENCE RESEARCH 25889 WESTERN EUROPE 0 0 PROGRAM SERVICES CULTURAL RESOURCES RESEARCH 466 SOUTH AMERICA 0 0 PROGRAM SERVICES NATURAL SCIENCE RESEARCH 3520 0 0 0 0 0 0 29875 0 29875 0 0 0 0 0 0 PART III ACCOUNTING METHOD: ONLINE FUNDRAISER 97479 97479 97479 97479 X X X 0 0 0 0 0 0 0 0 0 MELANIE IDE PRESIDENT & CEO 241000 0 0 0 0 0 3175 0 34098 0 278273 0 0 0 AMY MARVIN FORMER SR VP, COO & 1ST ASSIST TREAS 163788 0 0 0 0 0 1888 0 27356 0 193032 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MEMBERS OF THE MUSEUM'S SENIOR MANAGEMENT AND SENT TO THE AUDIT AND FINANCE COMMITTEE FOR COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICIES REQUIRE THAT COVERED INDIVIDUALS ANNUALLY ACKNOWLEDGE IN WRITING THAT THEY ARE AWARE OF THE CONFLICTS OF INTEREST POLICY AND IDENTIFY ANY RELATIONSHIPS OR RESPONSIBILITIES THAT HAVE POTENTIAL OF PRODUCING CONFLICTS OF INTEREST. IF A RESPONSE REVEALS A POTENTIAL CONFLICT, SUCH CONFLICT IS REFERRED TO THE APPROPRIATE INDIVIDUAL OR BODY FOR MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE MANAGEMENT REVIEW COMMITTEE ESTABLISHED THE CEO'S COMPENSATION AFTER CONSULTING WITH AN OUTSIDE ATTORNEY AND AN EXECUTIVE SEARCH FIRM. THE CEO'S COMPENSATION WAS INCLUDED IN A CONTRACT THAT WAS APPROVED BY THE BOARD OF DIRECTORS. THE REVIEW AND APPROVAL OF COMPENSATION WAS DOCUMENTED IN THE BOARD MINUTES AND/OR EMPLOYEE'S PERSONNEL FILE. THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS MET IN 2020 TO DISCUSS RENEWAL OF THE CEO'S CONTRACT AND TO DETERMINE COMPENSATION. THAT PROCESS WAS COMPLETED AND AN EXTENSION OF THE CONTRACT WAS EXECUTED. THE COMPENSATION FOR OTHER OFFICERS ARE REVIEWED BY SENIOR MANAGEMENT USING SIMILAR PROCESSES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUSEUM'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUST ASSETS 4,580,967. ACCRUED PENSION LIABILITY ADJUSTMENT 2,906,858. FINAL INTERCOMPANY ADJUSTMENT 4,533. FORM 990, PART I, LINE 6: VOLUNTEERS PROVIDE PROGRAM SERVICES, COLLECTION MANAGEMENT SERVICES, GROUNDSKEEPING, AND ADMINISTRATIVE SUPPORT. THE MUSEUM ALSO UTILIZES VOLUNTEERS IN VARIOUS ROLES TO SUPPORT LARGE EVENTS. FULL-TIME, PART-TIME AND CASUAL VOLUNTEER ACTIVITIES ARE TRACKED BY HOURS. FOR THE PERIOD JULY 1, 2020 - JUNE 30, 2021, THE MUSEUM RECORDED 6,436 VOLUNTEER HOURS. CHARITABLE REMAINDER TRUSTS (2) CHARITABLE HI BISHOP MUSEUM T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0