2015-03-24T16:48:34-05:00 2014-05-31 274174400 HEE & CHING CPAS LLC 737 BISHOP STREET SUITE 2360 HONOLULU HI 968133214 990 2013-06-01 990197758 HAWAII OPERA THEATRE HAWA 8085967372 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 SIMON CROOKALL EXECUTIVE DIRECTOR 8085967372 2015-03-24 1 LESTER J HEE CPA P00988033 8085327322 2013 2016-02-25 16:41:14Z SIMON CROOKALL 848 SOUTH BERETANIA STREET NO 301 HONOLULU HI 96813 7298689 0 X WWW.HAWAIIOPERA.ORG X 1980 HI EDUCATE AND SUPPORT THE CULTURAL DEVELOPMENT OF OPERA IN HAWAII. 53 53 73 330 75553 -26863 1160195 1448859 933051 718927 372614 613498 414856 511624 2880716 3292908 0 0 0 0 1385143 1344929 0 0 135475 2259170 2035397 3644313 3380326 -763597 -87418 9328086 9913454 847482 1136704 8480604 8776750 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 2858330 667820 HAWAII OPERA THEATRE'S SEASON CONSISTED OF 4 FULLY STAGED AND COSTUMED PERFORMANCES EACH OF TURANDOT, I PAGLIACCI AND CARMINA BURANA AT THE NEAL BLAISDELL CONCERT HALL IN HONOLULU WITH STELLAR CASTS OF NATIONALLY AND INTERNATIONALLY RENOWNED PERFORMERS, DIRECTORS, ORCHESTRA AND VOLUNTEER CHORUS. ONE PERFORMANCE OF EACH OPERA IS DEDICATED TO OUR "OPERA FOR EVERYONE" (OFE) PROGRAM, WHICH WAS ATTENDED BY APPROXIMATELY 2,200 STUDENTS AND TEACHERS. AUDIENCE COUNT FOR THE OTHER 6 GRAND OPERA PERFORMANCES WAS APPROXIMATELY 9,500. HAWAII OPERA THEATRE PUBLISHES A PROGRAM FOR EACH OF THE GRAND OPERAS TO EDUCATE THE AUDIENCE IN REGARDS TO THE PROGRAM THEY ARE ATTENDING IN ADDITION TO FREE LECTURES AT THE ACADEMY OF ARTS, AND AT THE CONCERT HALL PRIOR TO THE PERFORMANCES. WHILE 7 PERFORMANCES OF THE MIKADO WAS ALSO PART OF OUR 2013-2014 SEASON, THEY FELL IN JUNE 2014 AND ARE THEREFORE NOT WITHIN THE PARAMETERS OF THIS YEAR'S TAX RETURN. 90923 51107 THE OPERA STUDIO COMMENCED WITH 1 OF 2 COACHING PROGRAMS BY TIM SHAINDLIN, THE FIRST IN AUGUST; THE SECOND IN DECEMBER. THIS WAS FOLLOWED WITH 2 CONCERTS OF "GREAT SINGERS II", WHICH CONSISTED OF OPERA, OPERETTA AND BROADWAY. IN AUGUST, STUDIO MEMBERS REPRESENTED HOT AT A FUNDRAISER "UNE NOTTE DI ROMA" AND AN "ART AFTER DARK" PROGRAM AT THE MUSEUM OF ARTS. IN SEPTEMBER, MEMBERS PERFORMED IN THE CHINESE MOON FESTIVAL. MANY PERFORMED IN TURANDOT AND THE DOUBLE OPERA "I, PAGLIACCI/CARMINA BURANA". "THE MIKADO" PROGRAM DEVELOPED BY HOT, AND BASED ON GILBERT & SULLIVAN'S OPERETTA OF THE SAME NAME, WAS PERFORMED STATEWIDE WITH OVER 70 PERFORMANCES. 1,500 CHLIDREN ATTENDED A TWO-DAY RUN AT HONOLULU'S HISTORIC HAWAII THEATRE. A TOUR OF KAUAI SCHOOLS FROM JANUARY 13 - 17TH, 2014 WAS ATTENDED BY 1,800 CHILDREN, AND TOURS TO HAWAII AND MAUI SCHOOLS IN MAY, WERE ATTENDED BY 4,400 CHILDREN. ON OAHU, TOURS WERE DONE IN FALL AND SPRING, REACHING 10,000 CHILDREN. THE ORVIS PROGRAM ALSO PROVIDED MASTERCLASSES FOR STUDENTS RUN BY INTERNATIONALLY ACCLAIMED SYLVIA MCNAIR, WHOSE TEACHING SESSIONS WERE VERY DYNAMIC, FUN AND INFORMATIONAL. THIS WAS FOLLOWED BY A RECITAL AT THE HAWAII THEATRE. THE JUNIOR STUDIO COMMENCED THIS YEAR, FOR YOUNGER STUDENTS AND INCLUDED ACTING, COMBAT AND DANCING. STUDENTS ALSO PERFORMED AT THE STATE ARTS MUSEUM AND PRESENTED A GALA PERFORMANCE AT KAHILU THEATRE ON THE ISLAND OF HAWAII. 2949253 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 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 88 0 1 73 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 FRANCES PATSY B BUNN DIRECTOR 1.00 X 0 0 0 PAMELA ANDELIN CAMERON DIRECTOR 1.00 X 0 0 0 HELEN G GARY DIRECTOR 1.00 X 0 0 0 JOHN M 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 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 MI KOSASA DIRECTOR 1.00 X 0 0 0 JAMES T LEAVITT DIRECTOR 1.00 X 0 0 0 JERI LYNCH 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 NORMA NICHOLS DIRECTOR 1.00 X 0 0 0 AGGRENEVA NEVA REGO DIRECTOR 1.00 X 0 0 0 SARAH M RICHARDS DIRECTOR 1.00 X 0 0 0 MARRIE SCHAEFER DIRECTOR 1.00 X 0 0 0 CLINT SCHROEDER 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 RICHARD M TOWILL 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 AILEEN UTTERDYKE 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 LES UEOKA TREASURER 3.00 X X 0 0 0 CORI WESTON SECRETARY 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 MARILYN LYN B CLARKIN VICE PRESIDENT 3.00 X X 0 0 0 SUZANNE B ENGEL 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 GREGORY E RATTE VICE PRESIDENT 3.00 X X 0 0 0 JACQUELINE YEE REBER 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 130000 0 0 HENRY G AKINA GENERAL & ARTISTIC DIRECTO 40.00 X 80000 0 0 210000 0 0 1 0 0 0 HAWAII SYMPHONY ORCHESTRA 3610 WAIALEA AVENUE HONOLULU HI 96816 ORCHESTRA 456868 1 177375 187998 1083486 1448859 OPERA TICKET SALES 711110 667820 667820 EDUCATIONAL PROGRAMS 611600 51107 51107 718927 226072 226072 953814 28128 551500 10280 402314 17848 420162 420162 3661708 3274282 387426 387426 387426 185628 177375 169719 15909 15909 HSO HANDLING FEES 711190 62020 62020 ARIA NEWS ADVERTISING 541800 13533 13533 75553 3292908 718927 75553 1049569 130000 39000 45500 45500 927813 851351 44745 31717 156470 145909 6770 3791 130646 115885 10368 4393 67452 33726 33726 54767 27384 27383 4811 2406 2405 81777 40889 40888 63002 31501 31501 2065 1033 1032 7714 3857 3857 1683 842 841 29693 14847 14846 27901 13951 13950 PRODUCTION 1311047 1311047 MARKETING 142957 142957 EDUCATIONAL PROGRAMS 90923 90923 BOX OFFICE 63959 63959 85646 17786 17786 50074 3380326 2949253 295598 135475 277677 138456 20292 46551 10066 23399 36604 43324 3853753 1952640 1996378 1901113 6987069 7760611 9328086 9913454 200051 192558 397431 660228 250000 283918 847482 1136704 X 400047 -12328 1579409 2144621 6501148 6644457 8480604 8776750 9328086 9913454 -87418 383564 0 X X 0 1 X 1 0 X 1189897 1054702 1206006 1160195 1448859 6059659 1189897 1054702 1206006 1160195 1448859 6059659 356976 5702683 432360 360905 605524 617452 646234 2662475 1448 -4895 -12980 -3253 -26863 -46543 8675591 4758337 0.65730 0.68440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6501148 143309 6644457 6451148 50000 6501148 6404103 25000 22045 6451148 3412611 2782 2988710 6404103 3402048 10563 3412611 0.00000 1.00000 0.00000 0 0 776457 776457 2746448 1658200 1088248 330848 294440 36408 1901113 MARKETABLE SECURITIES 7760611 F 7760611 DEPOSIT 250000 DUE TO HAWAII SYMPHONY ORCHESTRA 33918 283918 4500211 383564 156077 667662 1207303 3292908 0 3292908 4204065 156077 667662 823739 3380326 0 3380326 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 667,662. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED 667,662. OPERA BALL 221275 176875 44400 142640 SILENT AUCTION 62984 500 62484 1527 4 78744 78744 25552 363003 177375 185628 169719 169719 15909 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 AGENCY 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 GENERAL 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 AVAIABLE 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 XI, LINE 2C NO CHANGE IN PROCESS FROM PRIOR YEAR.