2021-05-15T02:14:53-05:00 2020-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2019-07-01 990161980 BISHOP MUSEUM BISH 8088484161 1525 BERNICE STREET HONOLULU HI 968172704 ANDREW M TOUMA TREASURER 8088484161 2021-05-14 1 MELANIE A KING P00220997 8085311040 2019 2022-09-23 18:48:47Z MELANIE Y IDE 1525 BERNICE STREET HONOLULU HI 968172704 17876976 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. 27 26 212 140 0 0 10300632 11888122 2987574 2336315 540699 -597971 624521 306912 14453426 13933378 0 4672839 0 0 7154327 7777235 0 0 1278362 7099844 6722915 14254171 19172989 199255 -5239611 80824412 73311752 12957736 12590653 67866676 60721099 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 9177866 4672839 2130756 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, 2020, THE MUSEUM HAD APPROXIMATELY 148,501 RESIDENT AND 68,182 NON-RESIDENT VISITORS. 3120308 160985 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. 1422435 253614 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. 13720609 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 125 0 1 212 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X X ANDREW M TOUMA 8088478274 1525 BERNICE STREET HONOLULU HI 96817 WAYNE PITLUCK CHAIR, DIRECTOR 1.00 1.00 X X 0 0 0 ANTON KRUCKY FIRST VICE CHAIR, DIRECTOR 1.00 X X 0 0 0 TODD APO 2ND VICE CHAIR, DIRECTOR 1.00 1.00 X X 0 0 0 JEN-L LYMAN SECRETARY, DIRECTOR 1.00 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 JOHN DE FRIES 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 KAPIOLANI MARIGNOLI DIRECTOR 1.00 X 0 0 0 WATTERS O MARTIN JR DIRECTOR 1.00 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, FORMER 2ND VICE CHAIR 1.00 X X 0 0 0 BILLY RICHARDS DIRECTOR 1.00 X 0 0 0 ROSEMARIE SAM DIRECTOR 1.00 X 0 0 0 VALERIE SHINTAKU 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 1.00 X 0 0 0 AULANI WILHELM DIRECTOR 1.00 X 0 0 0 WILLIAM PIEPER FORMER CHAIR 1.00 1.00 X X 0 0 0 ALLISON HOLT GENDREAU FORMER DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY JOHNS FORMER DIRECTOR 1.00 1.00 X 0 0 0 SCOTT SEU FORMER DIRECTOR 1.00 1.00 X 0 0 0 MELANIE IDE PRESIDENT & CEO 39.00 1.00 X X 284447 0 32195 AMY MARVIN SR VP & COO 39.00 1.00 X 148498 0 10119 RAYMOND KONG VP & GENERAL COUNSEL 39.00 1.00 X 104073 0 0 ANDREW TOUMA TREASURER 39.00 1.00 X 82383 0 8275 NICOLE SAKAI ASSISTANT SECRETARY 39.00 1.00 X 26154 0 2723 645555 0 53312 3 0 1 0 RAPID CONSTRUCTION INC 6808 HAPUNA PLACE HONOLULU HI 96825 CONSTRUCTION 386586 DELTA DESIGNS LTD PO BOX 1733 TOPEKA KS 66601 STORAGE CABINET CONSTRUCTION 243138 WORLD CONCERT ARTISTS LTD GREAT LINES STUDIOS MARLBOROUGH RD GILLINGHAM KENT UK ME7 5HB TRAVELING EXHIBIT 177500 OHANA CONTROL SYSTEMS INC 2123 ELUWENE STREET HONOLULU HI 96819 CONSTRUCTION 170525 808 PHONES & IT SERVICES LLC DBA DIGIT 99-1046 IWAENA STREET AIEA HI 96701 IT SERVICES & EQUIPMENT LEASES 121662 5 771091 414348 3597465 7105218 38908 11888122 ADMISSIONS 900004 1932620 1932620 RESEARCH CONTRACTS 900004 403695 403695 2336315 363868 363868 364644 66506 298138 298138 298138 1130491 1466676 2830817 728189 -1700326 738487 -961839 -961839 33725 414348 288203 -254478 -254478 198728 29883 168845 168845 PARKING 900099 54212 54212 COMMISSION/ROYALTY 900004 37092 37092 OTHER INCOME 900099 3103 3103 94407 13933378 2545355 0 -500099 4672839 4672839 658001 398512 200369 59120 5652614 3429847 1724499 498268 146915 124038 3170 19707 843674 704088 28342 111244 476031 398414 14409 63208 3422 3422 123278 123278 32000 32000 1186276 867983 251383 66910 254118 250283 1032 2803 736718 513423 175544 47751 216864 88499 66591 61774 58456 29700 11023 17733 920121 559066 264140 96915 197298 180432 11745 5121 11988 7948 1712 2328 364426 281 364145 2175937 1249654 711132 215151 253731 69716 175224 8791 EXHIBIT RENTALS 140000 140000 GENERAL EXCISE TAX 45831 35218 9391 1222 INCOME TAXES 2451 668 1467 316 19172989 13720609 4174018 1278362 128648 1626504 611181 774165 1019673 594622 5148384 387883 69523 109130 299970 184680 70910065 29129609 44577664 41780456 5282923 5366834 23686446 22487478 80824412 73311752 5105389 5435299 1114988 111389 6678315 5353085 1484700 59044 206180 12957736 12590653 X 38094213 30931768 29772463 29789331 67866676 60721099 80824412 73311752 X -5239611 608066 -2514032 X 0 1 X 1 1 1 X 8004319 8542017 8506449 10300632 11888122 47241539 8004319 8542017 8506449 10300632 11888122 47241539 7588574 39652965 559672 663598 924410 1393784 728512 4269976 67275 46139 113414 114274 166349 152313 170849 94407 698192 52323121 15502607 0.75780 0.72400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 114,274. 2016 AMOUNT: $ 166,349. 2017 AMOUNT: $ 152,313. 2018 AMOUNT: $ 170,849. 2019 AMOUNT: $ 94,407. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 30898 0 0 30898 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 0 0.00 0 1 0 30.00 400 X X X X 1 28860387 43310 -971481 313785 27618431 27668331 905665 681845 395454 28860387 27987005 19960 2562 341196 27668331 27292231 1173407 478633 27987005 28875189 2500 -1295935 289523 27292231 1.00000 1 0 399718 3318795 3718513 45003501 14281005 30722496 17251704 11039915 6211789 4936347 3808689 1127658 41780456 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 243920 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 22243558 22487478 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 38655 CAPITAL LEASE OBLIGATION 167525 206180 X 13732560 608066 47809 655875 13076685 856693 856693 13933378 14907341 47809 359382 407191 14500150 4672839 4672839 19172989 PART II, LINE 9: THE LAND AND BUILDINGS SUBJECT TO CONSERVATION EASEMENTS ARE REPORTED ON THE ORGANIZATION'S BALANCE SHEET AT FAIR MARKET VALUE AT THE TIME OF DONATION. THE ORIGINAL VARYING VALUE OF THE LAND OR BUILDINGS ARE NOT DEPRECIATED. IMPROVEMENTS ARE REPORTED AT COST AND DEPRECIATED ON A STRAIGHT LINE METHOD OVER THE ESTIMATED USEFUL LIFE OF THE IMPROVEMENTS. 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: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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, 2020 AND 2019, AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH SUCH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. 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 16,868. CHANGE IN VALUE OF TRUST ASSETS 1,194,540. RELATED ENTITY REVENUES -3. RENTAL EXPENSES -66,509. FUNDRAISING EXPENSES -288,203. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES 4,673. RENTAL EXPENSES 66,506. FUNDRAISING EXPENSES 288,203. PART XII, LINE 4B - OTHER ADJUSTMENTS: CANCELLATION OF DEBT 4,672,839. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES NATURAL SCIENCE RESEARCH 187764 WESTERN EUROPE 0 0 PROGRAM SERVICES CULTURAL RESOURCES RESEARCH 35122 SOUTH AMERICA 0 0 PROGRAM SERVICES NATURAL SCIENCE RESEARCH 17081 0 0 0 0 0 0 239967 0 239967 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PAUAHI DINNER 448073 414348 33725 97880 55372 20374 114577 448073 414348 33725 97880 55372 20374 114577 288203 -254478 0 HAWAII MARITIME CENTER 1525 BERNICE STREET HONOLULU HI 968172704 990196626 501(C)(3) 4672839 CANCELLATION OF INTERCOMPANY PAYABLE 1 PART I, LINE 2: THE GRANT REPRESENTED THE CANCELLATION OF INTERCOMPANY PAYABLE. X X X 0 0 0 0 0 0 0 0 0 MELANIE IDE PRESIDENT & CEO 284447 0 0 0 0 0 2800 0 29395 0 316642 0 0 0 AMY MARVIN SR VP & COO 148498 0 0 0 0 0 1570 0 8549 0 158617 0 0 0 X OFFICE SUPPLIES 15 38908 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: INVESTMENT MANAGER, MORGAN STANLEY, SELLS SECURITIES DONATED TO THE MUSEUM. AUTOS, NON-COLLECTION ART, AND BOOKS ARE SOLD THROUGH VARIOUS AUCTION SERVICES. 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 -1,194,535. ACCRUED PENSION LIABILITY ADJUSTMENT -1,319,497. 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, 2019 - JUNE 30, 2020, THE MUSEUM RECORDED 11,063 VOLUNTEER HOURS. HAWAII MARITIME CENTER 1525 BERNICE STREET HONOLULU HI 96817 990196626 MUSEUM HI 501(C)(3) LINE 7 BISHOP MUSEUM 0 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 1 0