2016-03-29T17:20:29-05:00 2015-05-31 274174400 HEE & CHING CPAS LLC 737 BISHOP STREET SUITE 2360 HONOLULU HI 968133214 990 2014-06-01 990197758 HAWAII OPERA THEATRE HAWA 8085967372 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 SIMON CROOKALL EXECUTIVE DIRECTOR 8085967372 2016-03-29 1 LESTER J HEE CPA P00988033 8085327322 2014 2016-08-17 19:52:53Z SIMON CROOKALL 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 11143122 0 X WWW.HAWAIIOPERA.ORG X 1980 HI EDUCATE AND SUPPORT THE CULTURAL DEVELOPMENT OF OPERA IN HAWAII. 53 53 173 330 17645 -5791 1448859 1469050 718927 1473621 613498 2059989 511624 416334 3292908 5418994 0 0 0 0 1344929 1749375 0 0 186708 2035397 3328677 3380326 5078052 -87418 340942 9913454 10420563 1136704 1705659 8776750 8714904 X DEFINED AS A CULTURAL/EDUCATIONAL INSTITUTION, HAWAII OPERA THEATRE IS THE ONLY PERFORMING ARTS ORGANIZATION IN HAWAII PRESENTING GRAND OPERA, THEREBY INCREASING THE PUBLIC'S AWARENESS AND APPRECIATION OF AN ART FORM THAT PROVIDES A UNIQUE COMBINATION OF MUSIC, THEATRE, AND DANCE. HAWAII OPERA THEATRE'S GOAL IS TO BE RECOGNIZED AS AN OUTSTANDING REGIONAL OPERA COMPANY, ONE THAT CONSISTENTLY PRESENTS PERFORMANCES OF THE HIGHEST QUALITY WHILE MAINTAINING A STRONG FINANCIAL POSITION. 0 0 4274184 1431509 OPERA PERFORMANCES:HAWAII OPERA THEATRE PRESENTED 24 FULLY STAGED AND COSTUMED OPERA PERFORMANCES, 6 PERFORMANCES OF SIREN SONG AT KAKAAKO WAREHOUSE; 6 MIKADO, 4 EACH MADAME BUTTERFLY, THE FLYING DUTCHMAN AND SWEENEY TODD AT THE NEAL BLAISDELL CONCERT HALL IN HONOLULU WITH STELLAR CASTS OF NATIONALLY AND INTERNATIONALLY RENOWNED PERFORMERS, DIRECTORS, ORCHESTRA AND VOLUNTEER CHORUS. ATTENDANCE WAS OVER 16,000. ONE PERFORMANCE OF EACH OPERA IS DEDICATED TO OUR "OPERA FOR EVERYONE" (OFE) PROGRAM WHICH WAS ATTENDED BY OVER 2,800 STUDENTS AND TEACHERS. HAWAII OPERA THEATRE PUBLISHES A PROGRAM FOR EACH OF THE OPERAS TO EDUCATE THE AUDIENCE IN REGARDS TO THE PROGRAM THEY ARE ATTENDING IN ADDITION TO FREE LECTURES. DURING THE YEAR, WE ALSO TOOK THE OPERETTA THE MIKADO OUT TO MAUI, ALONG WITH CAST AND ORCHESTRA TO PERFORM AT THE MAUI ARTS AND CULTURAL CENTER. 217356 42112 OPERA EDUCATION:THE MAE Z. ORVIS OPERA STUDIO, AND ORVIS YOUNG VOICES STUDIO MEMBERS RECEIVED COACHING FROM JAKE AND JILL GARDNER,WHICH CULMINATED IN 2 PUBLIC PERFORMANCES IN AUGUST. MARK MORASH COACHED LATE IN THE YEAR, WHICH CULMINATED IN 2 PERFORMANCES AT THE MAE Z. ORVIS AUDITORIUM AT THE UNIVERSITY OF HAWAII IN DECEMBER. THE OPERA STUDIO SINGERS ALSO RECEIVED 2 MASTERCLASSES IN CONJUNCTION WITH THE UNIVERSITY'S MUSIC DEPARTMENT, WITH ERIE MILLS. SHE ALSO PROVIDED 7 DAYS OF PRIVATE COACHING TO STUDIO MEMBERS. CHUCK HUDSON PRESENTED CLASSES IN GENERAL MOVEMENT AND STAGE MOVEMENT WHICH WERE INCORPORATED INTO NATURAL PRESENTATIONS OF STUDIO MEMBERS' REPERTOIRE. BEEBE FREITAS AND THE EDUCATION DEPARTMENT PROVIDED ONGOING COACHING THROUGHOUT THE YEAR. STUDIO MEMBERS PERFORMED IN MADAME BUTTERFLY, FLYING DUTCHMAN AND SWEENEY TODD. THE OPERA STUDIO MEMBERS ALSO PARTICIPATED IN THE OPERA BALL, AND WITH KAMEHAMEHA SCHOOLS OUR KAKA'AKO INITIATIVE "A PINCH OF SALT" PLUS OPERA AT THE LOFTS, A COLLABORATION WITH THE ARTS AT MARK'S GARAGE.THE OPERA EXPRESS PROGRAM FOR SCHOOLS, PIRATES OF PENZANCE, WITH MINI STAGING AND COSTUMES, WAS PRESENTED IN MAUI, INCLUDING A SENIOR CENTER AND LIBRARY BRANCHES, KAUAI AND HAWAII, IN ADDITION TO 42 SCHOOLS ON OAHU, AND 3 PERFORMANCES AT HAWAII THEATRE, WITH TOTAL ATTENDANCE OVER 22,000 STUDENTS. IN ALL, 74 PERFORMANCES WERE DONE ACROSS THE STATE. THE RESIDENCY PROGRAM TOOK PLACE IN 4 SCHOOLS: WAIKELE ELEMENTARY, POPE ELEMENTARY, PEARL CITY HIGHLANDS ELEMENTARY AND NIU VALLEY MIDDLE SCHOOL WITH 275 CHILDREN ACTUALLY PERFORMING IN THESE SHOWS. THE NEW PROGRAM ORVIS YOUNG VOICES STUDIO STARTED IN JUNE WITH INVITATIONS TO ATTEND THE MIKADO AND TO MEET CAST AND CHORUS MEMBERS. OVER 70 HOURS OF WORKSHOPS CONSISTING OF COACHING, DANCE, DRAMA, STAGE COMBAT, VOICE, USE OF SOFT PALATE, DICTION, BREATH CONTROL AND COMMUNICATION. THESE WERE PROVIDED NOT ONLY BY THE EDUCATION DEPARTMENT AND OUR DIRECTOR OF MUSIC, BUT ALSO OTHER PROFESSIONALS OUTSIDE THE ORGANIZATION. THEY INCLUDED CERTIFIED FIGHT COACH TONY PISCULI, DRAMA SPECIALIST DAN KELLIN, DANCE SPECIALIST JONATHAN SYPERT AND LINGUIST RACHEL SCHULTZ. THE MEMBERS WERE ALSO COACHED BY JAKE AND JILL GARDNER, MARK MORASH,ERIE MILLS AND YALE SCHOOL OF MUSIC PIANIST/COACH TIMOTHY SHAINDLIN. IN DECEMBER, FOUR MEMBERS WERE INVITED TO PERFORM IN GREAT SINGERS, GREAT SONGS, A MAE Z. ORVIS OPERA STUDIO PROGRAM. SEVERAL OF THE YOUNG VOICES MEMBERS ALSO PARTICIPATED IN THE IOLANI PALACE OPEN HOUSE CELEBRATING QUEEN KAPI'OLANI'S BIRTHDAY. THE YOUNG VOICES PROGRAM EXPERIENCED TREMENDOUS GROWTH, WITH ONE STUDENT ACTUALLY PERFORMING AS EARLY AS FEBRUARY IN GRAND OPERA THE FLYING DUTCHMAN. 4491540 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 91 0 1 173 1 1 1 0 0 0 0 1 1 0 0 0 0 X 53 53 0 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 PAUL G BENNETT DIRECTOR 1.00 X 0 0 0 NANNA BRADFORD DIRECTOR 1.00 X 0 0 0 MANGMANG QIU BROWN 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 MARILYN LYN B CLARKIN DIRECTOR 1.00 X 0 0 0 HELEN G GARY 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 LEE ALDEN JOHNSON DIRECTOR 1.00 X 0 0 0 KEITH KALWAY 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 NORMA NICHOLS DIRECTOR 1.00 X 0 0 0 JEFF PAUKER DIRECTOR 1.00 X 0 0 0 NIGEL PENTLAND DIRECTOR 1.00 X 0 0 0 CHERYE PIERCE 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 WANDA W TSE DIRECTOR 1.00 X 0 0 0 STEPHEN H TURNER DIRECTOR 1.00 X 0 0 0 MARGARET MAGGIE WALKER DIRECTOR 1.00 X 0 0 0 CHARLES R WICHMAN DIRECTOR 1.00 X 0 0 0 LEIGHTON J YUEN 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 CORI CHING WESTON SECRETARY 3.00 X X 0 0 0 GREGORY E RATTE TREASURER 3.00 X X 0 0 0 LINN SOL ALBER VICE PRESIDENT 3.00 X X 0 0 0 KAREN CHAR VICE PRESIDENT 3.00 X X 0 0 0 LEONARD CHOW VICE PRESIDENT 3.00 X X 0 0 0 SUZANNE B ENGEL VICE PRESIDENT 3.00 X X 0 0 0 LYNNE JOHNSON 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 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 JOYCE TOMONARI VICE PRESIDENT 3.00 X X 0 0 0 ADRIENNE WING VICE PRESIDENT 3.00 X X 0 0 0 JAMES H MCCOY PRESIDENT 10.00 X X 0 0 0 SIMON CROOKALL EXECUTIVE DIRECTOR 50.00 X 132917 0 5704 HENRY G AKINA ARTISTIC DIRECTOR 40.00 X 80000 0 5704 212917 0 11408 1 0 0 0 HAWAII SYMPHONY ORCHESTRA 3610 WAIALEA AVENUE HONOLULU HI 96816 ORCHESTRA 306567 1 166305 131871 1170874 1469050 OPERA TICKET SALES 711110 1431509 1431509 EDUCATIONAL PROGRAMS 611600 42112 42112 1473621 204438 204438 946296 8400 561663 0 384633 8400 393033 393033 5192646 1650000 4661203 325892 531443 1324108 1855551 1855551 181026 166305 175370 5656 5656 ARIA NEWS ADVERTISING 541800 17645 17645 17645 5418994 1473621 17645 2458678 240000 128000 56000 56000 1121132 1033318 43759 44055 230830 218977 7140 4713 157413 143570 8543 5300 78795 78795 54813 54813 5834 5834 89089 44545 44544 64110 32055 32055 7622 3811 3811 13825 13825 7033 3517 3516 16715 8358 8357 29048 14524 14524 PRODUCTION 2388022 2388022 MARKETING 236446 236446 BOX OFFICE 120236 120236 EDUCATIONAL PROGRAMS 91872 91872 125217 24289 24288 76640 5078052 4491540 399804 186708 138456 1613277 46551 17370 23399 17319 43324 26235 3500081 2001686 1901113 1498395 7760611 7247967 9913454 10420563 192558 278067 660228 427592 1000000 283918 0 1136704 1705659 X -12328 35786 2144621 1984661 6644457 6694457 8776750 8714904 9913454 10420563 340942 -402788 0 X X 0 1 X 1 0 X 1054702 1206006 1160195 1448859 1469050 6338812 1054702 1206006 1160195 1448859 1469050 6338812 419496 5919316 360905 605524 617452 646234 597471 2827586 -4895 -12980 -3253 -26863 -5791 -53782 9112616 5138954 0.64960 0.65730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6644457 50000 6694457 6501148 143309 6644457 6451148 50000 6501148 6404103 25000 22045 6451148 3412611 2782 2988710 6404103 0.00000 1.00000 0.00000 0 0 461000 461000 2678738 1690531 988207 360343 311155 49188 1498395 MARKETABLE SECURITIES 7247967 F 7247967 5901666 -402788 209767 675693 482672 5418994 0 5418994 5963512 209767 675693 885460 5078052 0 5078052 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 675,693. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED 675,693. OPERA BALL 232305 166305 66000 146740 SILENT AUCTION 75745 75745 8583 5 39281 39281 20047 347331 166305 181026 175370 175370 5656 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 VOTES 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 11 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 THEN REVIEWED BY THE TREASURER. A COPY OF THE TAX RETURN IS PROVIDED TO THE FINANCE COMMITTEE 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 EXECUTIVE DIRECTOR IS DETERMINED BY THE STEERING COMMITTEE WHO FORWARDS THEIR RECOMMENDATION TO THE BOARD OF DIRECTORS. SALARY RANGES ARE BASED EQUITABLY TO OTHER OPERA COMPANIES COMPARABLE IN SIZE AND COMPLEXITY AND ARE COMPLETED IN CONTRACT FORM. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE ON OUR OWN WEBSITE AT HAWAIIOPERA.ORG AND HOSTED AT GUIDESTAR.ORG. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE UPON REQUEST. THE 990 IS ALSO AVAILABLE UPON WRITTEN REQUEST OR OFFICE VISIT. FORM 990, PART XII, LINE 2C NO CHANGE IN PROCESS FROM PRIOR YEAR.