2020-04-01T01:12:26-05:00 2019-05-31 274174400 HEE & CHING CPAS LLC 201 MERCHANT STREET STE 1830 HONOLULU HI 968132977 990 2018-06-01 990197758 HAWAII OPERA THEATRE HAWA 8085967372 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 ANDREW MORGAN EXECUTIVE DIRECTOR 8085967372 2020-03-31 1 LESTER J HEE CPA P00988033 8085327322 66.135.252.226 2020-03-31 20:16:11 HS P D7C29D257DCC3780193A0A0356C7469D887E1B0E 52239EA5123406E5E2733C989575104FDAE187F3 2018 2020-09-22 18:59:49Z ANDREW MORGAN 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 7364299 0 X WWW.HAWAIIOPERA.ORG X 1980 HI PRESENT BOTH OPERA PERFORMANCES AND EXTENSIVE EDUCATION PROGRAMS TO INCREASE AWARENESS OF OPERA. 41 41 164 155 9455 -2461 1411649 2349632 838307 703051 392908 664989 457288 464380 3100152 4182052 0 0 0 0 2228066 1787529 0 0 395862 2671504 1565369 4899570 3352898 -1799418 829154 8743706 8473716 3189507 2614341 5554199 5859375 X 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. 0 0 2495124 533465 OPERA PERFORMANCES: HOT PRESENTED TWO FULLY STAGED OPERA PRODUCTIONS WITH A TOTAL OF 8 PERFORMANCES AT THE NEAL BLAISDELL CONCERT HALL. THE PROGRAMS - VERDI'S LA TRAVIATA AND GOUNOD'S ROMEO & JULIET - CONSISTED OF INTERNATIONAL CASTS, PROFESSIONAL MUSICIANS AND VOLUNTEER CHORUSES. OF THE 8 PERFORMANCES, 1 OF EACH PROGRAM IS ATTENDED SOLELY BY CHILDREN AND STUDENTS AS PART OF OUR EDUCATION PROGRAM. APPROXIMATELY 13,000 ATTENDED OPERA PERFORMANCES WHILE 1,700 STUDENTS ATTENDED THE DRESS REHEARSALS. HOT ALSO PRESENTED QUINN KELSEY AT CENTRAL UNION CHURCH, FOR WHICH OVER 900 PEOPLE PURCHASED TICKETS. 95373 169586 EDUCATION PROGRAM:THE EDUCATION PROGRAM REACHED OVER 20,000 CHILDREN AND COMMUNITY MEMBERS. "OPERA EXPRESS" CONSISTED OF OVER 70 SHORT PERFORMANCES OF THE BARBER OF SEVILLE, AT SCHOOLS BOTH ON OAHU, AND THE OUTER ISLANDS. 7 SCHOOL RESIDENCIES IN ALL DISTRICTS OF OAHU WERE COMPLETED WHERE STUDENTS SELECT A THEME, AND WRITE SONGS WHICH ARE THEN PUT TO THE MUSIC OF FAMOUS OPERA PIECES. IN ADDITION TO 13 LIBRARY PERFORMANCES ON THE OUTER ISLAND, THE EDUCATION PROGRAM ALSO PROVIDED PERFORMERS FOR SEVERAL COMMUNITY PROJECTS INCLUDING THE STATE ART MUSEUM, SHAKESPEARE FESTIVAL, FESTA ITALIANA, HAWAII CONCERT SOCIETY, UNIVERSITY OF HAWAII, AND KAWAIIHAO CHURCH AND IOLANI PALACE AMONG OTHERS. THE PROGRAM ALSO RUNS TWO STUDIOS AIMED AT DEVELOPING VOICE AND STAGE TECHNIQUES FOR UP AND COMING SINGERS. ALONG WITH REGULAR VOICE TEACHING, 7 MASTERCLASSES WERE PROVIDED LED BY VARIOUS WELL KNOWN OPERA SINGERS AND OTHER PERFORMERS. THE STUDIOS ALSO PROVIDE INSTRUCTION ON TECHNIQUES OF SWORD PLAY, DANCE AND DRAMATIC TECHNIQUE. AT THE CULMINATION OF THE CLASSES, THE SINGERS THEN PERFORM WHAT THEY HAVE LEARNED AT VARIOUS LOCATIONS. 2590497 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 105 0 1 164 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 41 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X X X ANDREW MORGAN 8085967372 848 SOUTH BERETANIA STREET SUITE HONOLULU HI 96813 NANNA BRADFORD DIRECTOR 1.00 X 0 0 0 ALISON BHATTACHARYYA DIRECTOR 1.00 X 0 0 0 FRANCES PATSY B BUNN DIRECTOR 1.00 X 0 0 0 PAMELA ANDELIN CAMERON DIRECTOR 1.00 X 0 0 0 DAVID FRANKLIN DIRECTOR 1.00 X 0 0 0 MARILYN LYN B CLARKIN DIRECTOR 1.00 X 0 0 0 DAVID KELI'IKULI DIRECTOR 1.00 X 0 0 0 THOMAS P HUBER DIRECTOR 1.00 X 0 0 0 MARILYN KATZMAN DIRECTOR 1.00 X 0 0 0 RALPH KIESSLING DIRECTOR 1.00 X 0 0 0 FLORIA LORI KOMER DIRECTOR 1.00 X 0 0 0 JAMES T LEAVITT DIRECTOR 1.00 X 0 0 0 PHILIP I MCNAMEE DIRECTOR 1.00 X 0 0 0 THUY NGUYEN-MARTINES DIRECTOR 1.00 X 0 0 0 CHERYE PIERCE DIRECTOR 1.00 X 0 0 0 MARRIE SCHAEFER DIRECTOR 1.00 X 0 0 0 DAVID Y TAKAGI DIRECTOR 1.00 X 0 0 0 MARILYN TRANKLE DIRECTOR 1.00 X 0 0 0 MARGARET MAGGIE WALKER DIRECTOR 1.00 X 0 0 0 CAROLYN BERRY WILSON DIRECTOR 1.00 X 0 0 0 SHELLEY WILSON DIRECTOR 1.00 X 0 0 0 ROBERT B BUNN CO-COUNSEL 3.00 X X 0 0 0 ROBERT S KATZ CO-COUNSEL 3.00 X X 0 0 0 KAREN CHAR VICE PRESIDENT 3.00 X X 0 0 0 SUZANNE ENGEL VICE PRESIDENT 3.00 X X 0 0 0 LYNNE JOHNSON VICE PRESIDENT 3.00 X X 0 0 0 KEITH KALWAY VICE PRESIDENT 3.00 X X 0 0 0 EVELYN B LANCE VICE PRESIDENT 3.00 X X 0 0 0 LUANNA MCKENNEY VICE PRESIDENT 3.00 X X 0 0 0 CHRISTINE CHRIS O'BRIEN VICE PRESIDENT 3.00 X X 0 0 0 STEVEN PRIETO VICE PRESIDENT 3.00 X X 0 0 0 SARAH M RICHARDS VICE PRESIDENT 3.00 X X 0 0 0 JEAN E ROLLES VICE PRESIDENT 3.00 X X 0 0 0 STEPHEN H TURNER VICE PRESIDENT 3.00 X X 0 0 0 CORI CHING WESTON VICE PRESIDENT 3.00 X X 0 0 0 ADRIENNE WING LAU VICE PRESIDENT 3.00 X X 0 0 0 LEIGHTON J YUEN VICE PRESIDENT 3.00 X X 0 0 0 ANDREA ZANNONI VICE PRESIDENT 3.00 X X 0 0 0 LINN SOL ALBER SECRETARY 3.00 X X 0 0 0 LINDA NELSON TREASURER 3.00 X X 0 0 0 JAMES H MCCOY PRESIDENT 10.00 X X 0 0 0 KAREN TILLER ACTING GENERAL DIRECTOR 20.00 X 0 0 0 ANDREW MORGAN EXECUTIVE DIRECTOR 50.00 X 11250 0 0 11250 0 0 0 0 0 0 0 330557 95047 1924028 17514 2349632 TICKET SALES 711110 533465 533465 EDUCATIONAL PROGRAMS 611600 169586 169586 703051 157671 157671 978159 14550 607496 0 370663 14550 385213 385213 2908743 2401425 507318 507318 507318 243038 330557 173326 69712 69712 ARIA NEWS ADVERTISING 541800 9455 9455 9455 4182052 703051 9455 1119914 1402308 1040946 100035 261327 70844 62570 2236 6038 164381 131571 12301 20509 149996 114590 12044 23362 3501 3501 43674 43674 25026 25026 9097 3700 5397 68035 68035 54067 24401 24620 5046 85336 39711 5914 39711 456346 426974 26435 2937 58863 58184 679 14964 14964 40541 40541 14061 8915 5146 32092 16046 16046 PRODUCTION 433497 433497 EDUCATIONAL PROGRAMS 95373 95373 MARKETING 51092 51092 OTHER GENERAL & ADMIN. 42872 14892 27980 36932 36932 3352898 2590497 366539 395862 246365 1746638 197491 171380 78649 131510 62193 149818 3958745 2749092 1152007 1209653 7007001 5064717 8743706 8473716 249388 234025 390119 250316 2550000 2130000 3189507 2614341 X -2683012 -2140786 1090760 878210 7146451 7121951 5554199 5859375 8743706 8473716 829154 -523978 0 X X 0 1 X 1 0 X 1469050 1757363 2050148 1411649 2349632 9037842 1469050 1757363 2050148 1411649 2349632 9037842 962467 8075375 597471 588487 569170 570836 542884 2868848 -5791 -143 -2461 -8395 11898295 5087203 0.67870 0.68700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7146451 -24500 7121951 7253175 -106724 7146451 6694457 558718 7253175 6694457 6694457 6644457 50000 6694457 1.00000 0 0 461000 461000 3093819 2379132 714687 403926 369960 33966 1209653 MARKETABLE SECURITIES 5064717 F 5064717 X 4649430 -523978 247718 743638 467378 4182052 0 4182052 4344253 247718 743637 991355 3352898 0 3352898 PART V, LINE 4: THE THEATRE HAS A SPENDING POLICY ALLOWING FOR THE APPROPRIATION OF 5% 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 REAL ESTATE ENDOWMENT IS EXPENDED CURRENTLY IN SUPPORT OF OPERATIONS. PART X, LINE 2: INCOME TAX RETURNS FOR FISCAL YEARS 2016-2018 ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE THEATRE IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN ON PREVIOUSLY FILED INCOME TAX RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES NETTED 743,638. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED 743,637. OPERA BALL 412907 330557 82350 138951 SILENT AUCTION 101107 101107 16159 2 59581 59581 18216 573595 330557 243038 173326 173326 69712 FORM 990, PART VI, SECTION A, LINE 2 ROBERT B. BUNN CO-COUNSEL AND DIRECTOR IS MARRIED TO FRANCES "PATSY" B. BUNN DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 THE BY-LAWS EXPLAIN THE PROCESS BY WHICH MEMBERS CAN ELECT MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS A DONOR MEMBERSHIP WHICH ELECTS NEW DIRECTORS AT THE ANNUAL MEETING VIA PERSONAL ATTENDANCE. FORM 990, PART VI, SECTION A, LINE 7B THE BY-LAWS EXPLAIN THE PROCESS BY WHICH MEMBERS CAN ELECT MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 HAS BEEN PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM, THE MANAGEMENT REVIEWED THIS FORM 990. IT THEN WAS REVIEWED IN DETAIL BY THE BOARD FINANCE COMMITTEE. AFTER APPROVAL BY THE FINANCE COMMITTEE, THIS FORM 990 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 ARTISTIC DIRECTOR AND GENERAL DIRECTOR IS DETERMINED BY THE SEARCH COMMITTEE. SALARY RANGES ARE COMPARABLE TO OTHER OPERA COMPANIES SIMILAR IN SIZE AND COMPLEXITY. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE HOT WEBSITE AT HAWAIIOPERA.ORG AND ALSO AT GUIDESTAR.ORG 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.