HAWAII OPERA THEATRE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII OPERA THEATRE (EIN 99-0197758)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-01-08
- IRS object ID
- 201930089349302243
- Schema version
- 2017v2.3
- 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 | 2019-01-08T16:33:44-06:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274174400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEE & CHING CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MERCHANT STREET STE 1830 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 968132977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | 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 NO 301 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN TILLER | PersonNm |
| Person Title | ACTING GENERAL DIRECTOR | PersonTitleTxt |
| Phone | 8085967372 | PhoneNum |
| Signature | 2018-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESTER J HEE CPA | PreparerPersonNm |
| PTIN | P00988033 | PTIN |
| Phone | 8085327322 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.135.252.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-08 | IPDt |
| IP Tm | 12:37:46 | IPTm |
| IP Timezone | HS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 038BA18F2D19F40A749C5B334076AD46C7918118 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F95EE6A162A979F6DEA68E3C3812A250A66F69AB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN TILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 SOUTH BERETANIA STREET NO 301 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,921,617 | 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 BOTH OPERA PERFORMANCES AND EXTENSIVE EDUCATION PROGRAMS TO INCREASE AWARENESS OF OPERA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 179 | TotalEmployeeCnt |
| Total Volunteers | 261 | TotalVolunteersCnt |
| Total Gross UBI | $20,097 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$143 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,175,148 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,411,649 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,038,987 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $838,307 | CYProgramServiceRevenueAmt |
| PY Investment Income | $585,011 | PYInvestmentIncomeAmt |
| CY Investment Income | $392,908 | CYInvestmentIncomeAmt |
| PY Other Revenue | $510,704 | PYOtherRevenueAmt |
| CY Other Revenue | $457,288 | CYOtherRevenueAmt |
| PY Total Revenue | $4,309,850 | PYTotalRevenueAmt |
| CY Total Revenue | $3,100,152 | 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 | $2,432,840 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,228,066 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $443,940 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,581,697 | PYOtherExpensesAmt |
| CY Other Expenses | $2,671,504 | CYOtherExpensesAmt |
| PY Total Expenses | $5,014,537 | PYTotalExpensesAmt |
| CY Total Expenses | $4,899,570 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$704,687 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,799,418 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,100,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,743,706 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,910,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,189,507 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,190,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,554,199 | 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 | $3,908,076 | ExpenseAmt |
| Revenue | $794,115 | RevenueAmt |
| Desc | OPERA PERFORMANCES:HAWAII OPERA THEATRE ("HOT") PRESENTED A TOTAL OF TWELVE PERFORMANCES OF THREE FULLY STAGED OPERA PRODUCTIONS AT THE NEAL S. BLAISDELL CONCERT HALL: BIZET'S CARMEN, DONIZETTI'S DAUGHTER OF THE REGIMENT AND TCHAIKOVSKY'S EUGENE ONEGIN, WITH LOCAL, NATIONAL AND INTERNATIONAL SOLOISTS, VOLUNTEER ADULT AND CHILDREN'S CHORUSES, AND PROFESSIONAL MUSICIANS. THE FINAL FULL DRESS REHEARSAL FOR EACH OPERA WAS RESERVED FOR THE OPERA FOR EVERYONE PROGRAM FOR STUDENTS UP TO AGE 24. AN ADDITIONAL CONTEMPORARY CHAMBER OPERA, AS ONE, WAS PRESENTED AT THE ALOHA TOWER. HOT ALSO PRESENTED A RETURN CONCERT OF THE POPULAR SAMOAN SOL3 MIO VOCAL TRIO. TOTAL PERFORMANCE ATTENDANCE EXCEEDED 17,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $114,444 | ExpenseAmt |
| Revenue | $44,192 | RevenueAmt |
| Desc | OPERA EDUCATION:HOT'S EDUCATION PROGRAMS REACHED OVER 23,000 STUDENTS. THERE WERE 81 PERFORMANCES OF NO MORE MISTER BAD WOLF IN THE 10 OAHU SCHOOL DISTRICTS, 9 SCHOOLS ON MAUI, 9 ON KAUA'I AND 8 ON THE "BIG ISLAND" OF HAWAII. SHORT PROGRAMS WERE ALSO PRESENTED ON OAHU AT LIBRARIES, SENIOR RESIDENT FACILITIES, HAWAII STATE ART MUSEUM, HONOLULU MUSEUM OF ART, IOLANI PALACE AND OTHER LOCATIONS. OPERA RESIDENCIES TOOK PLACE AT THE POPE, AIEA, WAIKELE AND WILSON ELEMENTARY SCHOOLS, OLOMANA YOUTH CORRECTIONAL FACILITY, AND MYRON B. THOMPSON ACADEMY. THE RESIDENCIES TRANSFORM THE SCHOOLS INTO OPERA COMPANIES. SOME SCHOOLS CREATED ABBREVIATED PRODUCTIONS OF EXISTING OPERAS, WHILE OTHERS CREATED THEIR OWN OPERAS BASED ON STORIES CREATED BY THE STUDENTS THEMSELVES WHILE MENTORED BY HOT STAFF. THEY ARE THEN TRAINED TO PERFORM THE OPERA THEMSELVES IN ADDITION TO LEARNING ABOUT STAGECRAFT, COSTUMES, MAKEUP AND SCENERY.LASTLY, THE MAE Z. ORVIS OPERA STUDIO TRAINED ADVANCED VOCAL STUDENTS OF HIGH SCHOOL AGE AND BEYOND, ASPIRING TO PROFESSIONAL CAREERS, WITH COACHING BY HOT STAFF AND MASTER CLASSES BY VISITING ARTISTS ON VOCAL PERFORMANCE AND STAGECRAFT SUCH AS DANCE AND SWORD PLAY. STUDIO SINGERS PARTICIPATE IN CONCERTS AND IN THE GRAND OPERA PRODUCTIONS AS CHORISTERS AND IN SMALL SOLO ROLES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,022,520 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 179 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 53 | 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 | KAREN TILLER | 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 (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARGARET B ARMSTRONG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GAIL ATWATER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANNA BRADFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISON BHATTACHARYYA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCES PATSY B BUNN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA ANDELIN CAMERON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNIE CHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FRANKLIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN LYN B CLARKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KELI'IKULI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS P HUBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FLORA R KAWASJEE | ||||||
| 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 | |
| LUANNA MCKENNEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP I MCNAMEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW ZANNONI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THUY NGUYEN-MARTINES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA NELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORMA NICHOLS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY PARKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYE PIERCE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY E RATTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARRIE SCHAEFER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID Y TAKAGI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES K TAM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN TRANKLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET MAGGIE WALKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN BERRY WILSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHELLEY WILSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT B BUNN | ||||||
| CO-COUNSEL | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT S KATZ | ||||||
| CO-COUNSEL | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAREN CHAR | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUZANNE ENGEL | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEITH KALWAY | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EVELYN B LANCE | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTINE CHRIS O'BRIEN | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD C PALMA | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN PRIETO | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH M RICHARDS | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEAN E ROLLES | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHEN H TURNER | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CORI CHING WESTON | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADRIENNE WING LAU | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LEIGHTON J YUEN | ||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LINN SOL ALBER | ||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES H MCCOY | ||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SIMON CROOKALL | ||||||
| GENERAL DIRECTOR | 50.00 | $174,694 | $0 | $6,600 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $174,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,600 | 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 | $312,306 | FundraisingAmt |
| Government Grants | $57,004 | GovernmentGrantsAmt |
| All Other Contributions | $1,042,339 | AllOtherContributionsAmt |
| Noncash Contributions | $11,516 | NoncashContributionsAmt |
| Total Contributions | $1,411,649 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711110 | $794,115 | $794,115 |
| EDUCATIONAL PROGRAMS | 611600 | $44,192 | $44,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $838,307 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,482 | TotalRevenueColumnAmt |
| Exclusion | $209,482 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $941,490 | RealAmt |
| Personal | $10,200 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $590,336 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $351,154 | RealAmt |
| Personal | $10,200 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,354 | TotalRevenueColumnAmt |
| Exclusion | $361,354 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,246,585 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,063,159 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $183,426 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $183,426 | TotalRevenueColumnAmt |
| Exclusion | $183,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $243,807 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $312,306 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $167,970 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,837 | TotalRevenueColumnAmt |
| Exclusion | $75,837 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARIA NEWS ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $20,097 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,097 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,097 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,100,152 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $838,307 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $20,097 | UnrelatedBusinessRevenueAmt |
| Exclusion | $830,099 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,563 | TotalAmt |
| Program Services | $50,102 | ProgramServicesAmt |
| Management And General | $50,102 | ManagementAndGeneralAmt |
| Fundraising | $85,359 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,199 | TotalAmt |
| Program Services | $1,288,427 | ProgramServicesAmt |
| Management And General | $34,678 | ManagementAndGeneralAmt |
| Fundraising | $232,094 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,484 | TotalAmt |
| Program Services | $37,643 | ProgramServicesAmt |
| Management And General | $1,136 | ManagementAndGeneralAmt |
| Fundraising | $4,705 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,671 | TotalAmt |
| Program Services | $227,191 | ProgramServicesAmt |
| Management And General | $10,583 | ManagementAndGeneralAmt |
| Fundraising | $19,897 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,149 | TotalAmt |
| Program Services | $146,825 | ProgramServicesAmt |
| Management And General | $12,097 | ManagementAndGeneralAmt |
| Fundraising | $27,227 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,979 | TotalAmt |
| Management And General | $81,979 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,422 | TotalAmt |
| Management And General | $33,422 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,390 | TotalAmt |
| Management And General | $7,390 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,020 | TotalAmt |
| Program Services | $35,071 | ProgramServicesAmt |
| Management And General | $35,070 | ManagementAndGeneralAmt |
| Fundraising | $8,879 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,522 | TotalAmt |
| Program Services | $92,522 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,838 | TotalAmt |
| Program Services | $30,419 | ProgramServicesAmt |
| Management And General | $30,419 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,377 | TotalAmt |
| Program Services | $1,689 | ProgramServicesAmt |
| Management And General | $1,688 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,510 | TotalAmt |
| Management And General | $14,510 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,156 | TotalAmt |
| Program Services | $27,578 | ProgramServicesAmt |
| Management And General | $27,578 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,829 | TotalAmt |
| Program Services | $8,915 | ProgramServicesAmt |
| Management And General | $8,914 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,442 | TotalAmt |
| Program Services | $17,221 | ProgramServicesAmt |
| Management And General | $17,221 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PRODUCTION | $1,644,644 | $1,644,644 | ||
| MARKETING | $193,260 | $173,793 | $19,467 | |
| OTHER GENERAL & ADMIN. | $132,647 | $66,324 | $66,323 | |
| EDUCATIONAL PROGRAMS | $114,444 | $114,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,024 | TotalAmt |
| Program Services | $59,712 | ProgramServicesAmt |
| Fundraising | $46,312 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,899,570 | TotalAmt |
| Program Services | $4,022,520 | ProgramServicesAmt |
| Management And General | $433,110 | ManagementAndGeneralAmt |
| Fundraising | $443,940 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,003 | BOYAmt |
| EOY | $246,365 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,449 | BOYAmt |
| EOY | $197,491 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,664 | BOYAmt |
| EOY | $78,649 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,882 | BOYAmt |
| EOY | $62,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,704,247 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,552,240 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,684 | BOYAmt |
| EOY | $1,152,007 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,081,162 | BOYAmt |
| EOY | $7,007,001 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,100,844 | BOYAmt |
| EOY | $8,743,706 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,356 | BOYAmt |
| EOY | $249,388 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,870 | BOYAmt |
| EOY | $390,119 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,000 | BOYAmt |
| EOY | $2,550,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,226 | BOYAmt |
| EOY | $3,189,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,445,722 | BOYAmt |
| EOY | -$2,683,012 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,383,165 | BOYAmt |
| EOY | $1,090,760 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,253,175 | BOYAmt |
| EOY | $7,146,451 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,190,618 | BOYAmt |
| EOY | $5,554,199 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,100,844 | BOYAmt |
| EOY | $8,743,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,799,418 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $162,999 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $1,448,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,469,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,757,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,050,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,411,649 | CurrentTaxYearAmt |
| Total | $8,137,069 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,448,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,469,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,757,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,050,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,411,649 | CurrentTaxYearAmt |
| Total | $8,137,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $527,413 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,609,656 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $646,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $597,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $588,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $569,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $570,836 | CurrentTaxYearAmt |
| Total | $2,972,198 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$26,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$5,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | -$143 | CurrentTaxYearAmt |
| Total | -$32,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,076,470 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,103,079 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,253,175 | BeginningYearBalanceAmt |
| Contributions | -$106,724 | ContributionsAmt |
| End Year Balance | $7,146,451 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,694,457 | BeginningYearBalanceAmt |
| Contributions | $558,718 | ContributionsAmt |
| End Year Balance | $7,253,175 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,694,457 | BeginningYearBalanceAmt |
| End Year Balance | $6,694,457 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,644,457 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| End Year Balance | $6,694,457 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,501,148 | BeginningYearBalanceAmt |
| Contributions | $143,309 | ContributionsAmt |
| End Year Balance | $6,644,457 | 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 | $2,801,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,196,342 | DepreciationAmt |
| Book Value | $605,480 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $441,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $355,898 | DepreciationAmt |
| Book Value | $85,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,152,007 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETABLE SECURITIES | Desc |
| Book Value | $7,007,001 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,007,001 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $4,123,038 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $162,999 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $150,470 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $709,417 | OtherRevenueAmt |
| Revenue Not Reported | $1,022,886 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,100,152 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,100,152 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,759,457 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $150,470 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $709,417 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $859,887 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,899,570 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,899,570 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUES NETTED 709,417. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES NETTED 709,417. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPERA BALL | Event1Nm |
| Gross Receipts Event1 | $388,206 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $312,306 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,900 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $149,455 | OtherDirectExpensesEvent1Amt |
| Event2 | SILENT AUCTION | Event2Nm |
| Gross Receipts Event2 | $95,032 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $95,032 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,683 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $72,875 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $72,875 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $14,832 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $556,113 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $312,306 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $243,807 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $167,970 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $167,970 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $75,837 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | SIMON CROOKALL | PersonNm |
| Title | GENERAL DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $174,694 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | 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 | $6,600 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $181,294 | 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 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 | THE ORGANIZATION HAS AN INDEPENDENT ANNUAL AUDIT, WHICH IS REVIEWED BY THE BOARD OF DIRECTORS. AFTER ITS COMPLETION, THE FORM 990 IS PREPARED BY A SECOND CERTIFIED PUBLIC ACCOUNTING FIRM WHICH ALSO OVERSEES THE FISCAL MANAGEMENT OF THE COMPANY AND WORKS CLOSELY IN CONJUNCTION WITH AUDIT RECOMMENDATIONS TO DETERMINE THAT THE 990 IS CORRECTLY PREPARED. THIS INFORMATION IS REVIEWED BY THE FINANCE COMMITTEE. A COPY OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR 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 STEERING 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. |
Comments