2019-01-08T16:33:44-06:00 2018-05-31 274174400 HEE & CHING CPAS LLC 201 MERCHANT STREET STE 1830 HONOLULU HI 968132977 990 2017-06-01 990197758 HAWAII OPERA THEATRE HAWA 8085967372 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 KAREN TILLER ACTING GENERAL DIRECTOR 8085967372 2018-12-18 1 LESTER J HEE CPA P00988033 8085327322 66.135.252.226 2019-01-08 12:37:46 HS P 038BA18F2D19F40A749C5B334076AD46C7918118 F95EE6A162A979F6DEA68E3C3812A250A66F69AB 2017 2019-02-21 02:37:17Z KAREN TILLER 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 4921617 0 X WWW.HAWAIIOPERA.ORG X 1980 HI PRESENT BOTH OPERA PERFORMANCES AND EXTENSIVE EDUCATION PROGRAMS TO INCREASE AWARENESS OF OPERA. 53 53 179 261 20097 -143 2175148 1411649 1038987 838307 585011 392908 510704 457288 4309850 3100152 0 0 0 0 2432840 2228066 0 0 443940 2581697 2671504 5014537 4899570 -704687 -1799418 9100844 8743706 1910226 3189507 7190618 5554199 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 3908076 794115 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. 114444 44192 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. 4022520 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 117 0 1 179 1 1 1 0 0 0 0 1 1 0 0 0 0 X 53 53 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X X X KAREN TILLER 8085967372 848 SOUTH BERETANIA STREET SUITE HONOLULU HI 96813 MARGARET B ARMSTRONG DIRECTOR 1.00 X 0 0 0 GAIL ATWATER DIRECTOR 1.00 X 0 0 0 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 ANNIE CHAN 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 FLORA R KAWASJEE 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 LUANNA MCKENNEY DIRECTOR 1.00 X 0 0 0 PHILIP I MCNAMEE DIRECTOR 1.00 X 0 0 0 ANDREW ZANNONI DIRECTOR 1.00 X 0 0 0 THUY NGUYEN-MARTINES DIRECTOR 1.00 X 0 0 0 LINDA NELSON DIRECTOR 1.00 X 0 0 0 NORMA NICHOLS DIRECTOR 1.00 X 0 0 0 SALLY PARKER DIRECTOR 1.00 X 0 0 0 CHERYE PIERCE DIRECTOR 1.00 X 0 0 0 GREGORY E RATTE 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 JAMES K TAM 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 KEITH KALWAY VICE PRESIDENT 3.00 X X 0 0 0 EVELYN B LANCE VICE PRESIDENT 3.00 X X 0 0 0 CHRISTINE CHRIS O'BRIEN VICE PRESIDENT 3.00 X X 0 0 0 RICHARD C PALMA 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 TREASURER 3.00 X X 0 0 0 LINN SOL ALBER SECRETARY 3.00 X X 0 0 0 JAMES H MCCOY PRESIDENT 10.00 X X 0 0 0 SIMON CROOKALL GENERAL DIRECTOR 50.00 X 174694 0 6600 174694 0 6600 1 0 1 0 0 312306 57004 1042339 11516 1411649 TICKET SALES 711110 794115 794115 EDUCATIONAL PROGRAMS 611600 44192 44192 838307 209482 209482 941490 10200 590336 0 351154 10200 361354 361354 1246585 1063159 183426 183426 183426 243807 312306 167970 75837 75837 ARIA NEWS ADVERTISING 541800 20097 20097 20097 3100152 838307 20097 830099 185563 50102 50102 85359 1555199 1288427 34678 232094 43484 37643 1136 4705 257671 227191 10583 19897 186149 146825 12097 27227 81979 81979 33422 33422 7390 7390 79020 35071 35070 8879 92522 92522 60838 30419 30419 3377 1689 1688 14510 14510 55156 27578 27578 17829 8915 8914 34442 17221 17221 PRODUCTION 1644644 1644644 MARKETING 193260 173793 19467 OTHER GENERAL & ADMIN. 132647 66324 66323 EDUCATIONAL PROGRAMS 114444 114444 106024 59712 46312 4899570 4022520 433110 443940 155003 246365 509449 197491 36664 78649 63882 62193 3704247 2552240 1254684 1152007 7081162 7007001 9100844 8743706 380356 249388 429870 390119 1100000 2550000 1910226 3189507 X -1445722 -2683012 1383165 1090760 7253175 7146451 7190618 5554199 9100844 8743706 -1799418 162999 0 X X 0 1 X 1 0 X 1448859 1469050 1757363 2050148 1411649 8137069 1448859 1469050 1757363 2050148 1411649 8137069 527413 7609656 646234 597471 588487 569170 570836 2972198 -26863 -5791 -143 -32797 11076470 5103079 0.68700 0.67780 X 7253175 -106724 7146451 6694457 558718 7253175 6694457 6694457 6644457 50000 6694457 6501148 143309 6644457 1.00000 0 0 461000 461000 2801822 2196342 605480 441425 355898 85527 1152007 MARKETABLE SECURITIES 7007001 F 7007001 4123038 162999 150470 709417 1022886 3100152 0 3100152 5759457 150470 709417 859887 4899570 0 4899570 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. OPERA BALL 388206 312306 75900 149455 SILENT AUCTION 95032 95032 3683 5 72875 72875 14832 556113 312306 243807 167970 167970 75837 X X X 0 0 0 0 0 0 0 0 0 SIMON CROOKALL GENERAL DIRECTOR 174694 0 0 0 0 0 0 0 6600 0 181294 0 0 0 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.