2018-01-08T15:50:50-06:00 2017-05-31 274174400 HEE & CHING CPAS LLC 201 MERCHANT STREET STE 1830 HONOLULU HI 968132977 990 2016-06-01 990197758 HAWAII OPERA THEATRE HAWA 8085967372 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 SIMON CROOKALL GENERAL DIRECTOR 8085967372 2018-01-08 1 LESTER J HEE CPA P00988033 8085327322 66.135.252.226 2018-01-08 11:50:42 HS P 4A3537E76125673CE8CB1F2FCBE470CB9462D749 6AB5D095D116CCE36115D8A16913A3DA304ED44A 2016 2021-01-29 14:40:06Z SIMON CROOKALL 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 6787288 0 X WWW.HAWAIIOPERA.ORG X 1980 HI TO PRESENT OPERA PERFORMANCES AND EDUCATION PROGRAMS IN HAWAII. 53 53 181 261 33804 0 1757363 2175148 1033237 1038987 -97124 585011 540809 510704 3234285 4309850 0 0 0 0 2028812 2432840 0 0 449149 2187824 2581697 4216636 5014537 -982351 -704687 9528805 9100844 1952469 1910226 7576336 7190618 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 4077939 1001959 OPERA PERFORMANCES:HAWAII OPERA THEATRE PRESENTED FOUR FULLY STAGED PRODUCTIONS OF OPERAS, WITH A TOTAL OF EIGHTEEN PERFORMANCES DURING THE YEAR. PUCCINI'S LA BOHEME, ANDRE PREVIN'S A STREETCAR NAMED DESIRE, AND OFFENBACH'S THE TALES OF HOFFMANN TOOK PLACE AT THE NEAL BLAISDELL CONCERT HALL, WITH INTERNATIONAL CASTS OF SINGERS, PROFESSIONAL MUSICIANS AND VOLUNTEER ADULT AND CHILDREN'S CHORUSES. THE FOURTH PRODUCTION, THREE DECEMBERS, TOOK PLACE AT THE HISTORIC HAWAII THEATRE, AS WELL AS IN VENUES ON THE BIG ISLAND, KAUAI AND MAUI - HOT'S FIRST FOUR ISLAND TOUR. IN ADDITION THERE WAS A CONCERT PERFORMANCE OF VERDI'S RIGOLETTO, STARRING HAWAIIAN BARITONE, QUINN KELSEY, AND A CONCERT BY THE POPULAR SAMOAN TRIO SOL3 MIO. TOTAL ATTENDANCE FOR THE YEAR WAS OVER 19,000. THE FINAL DRESS REHEARSAL OF EACH PRODUCTION IS ATTENDED BY MIDDLE AND HIGH SCHOOL STUDENTS AND THEIR FAMILIES. 89177 37028 OPERA EDUCATION:HAWAII OPERA THEATRE ENGAGED OVER 22,000 STUDENTS OF ALL AGES THROUGH ITS EDUCATION PROGRAMS, INCLUDING 85 PERFORMANCES OF THE OPERA EXPRESS PRODUCTION OF HANSEL AND GRETEL AT SCHOOLS AND OTHER VENUES ON OAHU (54 PERFORMANCES), BIG ISLAND (9 PERFORMANCES), MAUI (12 PERFORMANCES) AND KAUAI (10 PERFORMANCES). HOT'S EDUCATION TEAM ALSO LED OPERA RESIDENCIES IN FIVE SCHOOLS ON OAHU: NIU VALLEY MIDDLE SCHOOL;BLANCHE POPE ELEMENTARY,WAIMANALO; WAIKELE ELEMENTARY; AIEA ELEMENTARY;AND MYRON B THOMPSON ACADEMY. THE OPERA RESIDENCY PROGRAM TRAINS SCHOOLS TO CREATE THEIR OWN OPERA PRODUCTIONS - EITHER VERSIONS OF WELL-KNOWN OPERAS, OR STORIES WRITTEN BY THE STUDENTS THEMSELVES. THE STUDENTS ARE TRAINED TO PERFORM THE OPERAS AND ALSO LEARN ABOUT STAGECRAFT, COSTUMES, MAKE-UP AND SCENERY.IN ADDITION, THE MAE Z ORVIS OPERA STUDIO TRAINS YOUNG SINGERS TO PREPARE THEM FOR THE SINGING PROFESSION, USING HOT MUSIC STAFF AS WELL AS VISITING ARTISTS. THE ORVIS YOUNG VOICES STUDIO IS DESIGNED FOR HIGH SCHOOL STUDENTS. 4167116 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 1 114 0 1 181 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 SIMON CROOKALL 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 SHERRY BRODER 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 LEONARD CHOW DIRECTOR 1.00 X 0 0 0 MARILYN LYN B CLARKIN DIRECTOR 1.00 X 0 0 0 KASUMI HARA 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 ADA MEI 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 AGGRENEVA NEVA REGO 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 LYNNE JOHNSON VICE PRESIDENT 3.00 X X 0 0 0 KEITH KALWAY VICE PRESIDENT 3.00 X X 0 0 0 JAMES LALLY 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 JEFF PAUKER VICE PRESIDENT 3.00 X X 0 0 0 NIGEL PENTLAND VICE PRESIDENT 3.00 X X 0 0 0 STEVEN PRIETO VICE PRESIDENT 3.00 X X 0 0 0 JACQUELINE YEE REBER 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 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 168889 0 31322 HENRY G AKINA ARTISTIC DIRECTOR 40.00 X 81078 0 7722 249967 0 39044 1 0 1 0 0 331240 180817 1663091 10047 2175148 TICKET SALES 711110 1001959 1001959 EDUCATIONAL PROGRAMS 611600 37028 37028 1038987 218205 218205 918120 50 567205 0 350915 50 350965 350965 2094587 1727781 366806 366806 366806 308387 331240 182452 125935 125935 ARIA NEWS ADVERTISING 541800 33804 33804 33804 4309850 1038987 33804 1061911 257288 120322 44322 92644 1663048 1410512 55257 197279 57878 52733 1373 3772 254969 223484 10999 20486 199657 164929 10572 24156 2330 2330 81618 81618 41436 41436 7972 4645 3327 82283 36412 36411 9460 81258 81258 15400 15400 64599 32300 32299 9067 4534 4533 12318 12318 30797 15399 15398 18962 9481 9481 36950 18475 18475 PRODUCTION 1436299 1436299 MARKETING 385548 365791 19757 EDUCATIONAL PROGRAMS 89177 89177 DEVELOPMENT 81595 81595 104088 85965 18123 5014537 4167116 398272 449149 416175 155003 24993 509449 32078 36664 27343 63882 3635509 2380825 1419594 1254684 7608622 7081162 9528805 9100844 446905 380356 505564 429870 1000000 1100000 1952469 1910226 X -397614 -1445722 1279493 1383165 6694457 7253175 7576336 7190618 9528805 9100844 -704687 318969 0 X X 0 1 X 1 0 X 1160195 1448859 1469050 1757363 2175148 8010615 1160195 1448859 1469050 1757363 2175148 8010615 559259 7451356 617452 646234 597471 588487 569170 3018814 -3253 -26863 -5791 0 0 -35907 10993522 5197823 0.67780 0.64120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6694457 558718 7253175 6694457 6694457 6644457 50000 6694457 6501148 143309 6644457 6451148 50000 6501148 0.00000 1.00000 0.00000 0 0 461000 461000 2792165 2031590 760575 382344 349235 33109 1254684 MARKETABLE SECURITIES 7081162 F 7081162 5527152 318969 198583 699750 1217302 4309850 0 4309850 5912870 198583 699750 898333 5014537 0 5014537 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 699,750. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED 699,750. OPERA BALL 416290 331240 85050 147288 SILENT AUCTION 113102 113102 5090 5 110235 110235 30074 639627 331240 308387 182452 182452 125935 X X X 0 0 0 0 0 0 0 0 0 SIMON CROOKALL GENERAL DIRECTOR 168889 0 0 0 0 0 25000 0 6322 0 200211 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 IN 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 OUTSIDE 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 WHO 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. THIS PERSON WILL THEN BE EXCUSED FROM TAKING ANY FURTHER ACTION UNLESS THE BOARD OF DIRECTORS, AFTER FULL DISCLOSURE, FINDS THAT THERE IS NOT A 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.