HAWAII OPERA THEATRE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII OPERA THEATRE (EIN 99-0197758)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-03-27
- IRS object ID
- 201300869349300330
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-03-27T16:01:21-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274174400 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEE & CHING CPAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 BISHOP STREET SUITE 2360 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968133214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990197758 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII OPERA THEATRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAWA | NameControl |
| Phone | 8085967372 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 SOUTH BERETANIA STREET NO 301 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN TILLER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8085967372 | Phone |
| Date Signed | 2013-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESTER J HEE CPA | Name |
| PTIN | P00988033 | PTIN |
| Phone | 8085327322 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAREN TILLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 SOUTH BERETANIA STREET NO 301 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8480582 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HAWAIIOPERA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | EDUCATE AND SUPPORT THE CULTURAL DEVELOPMENT OF OPERA IN HAWAII. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 57 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 57 | NbrIndependentVotingMembers |
| Total Nbr Employees | 72 | TotalNbrEmployees |
| Total Nbr Volunteers | 78 | TotalNbrVolunteers |
| Total Gross UBI | 65817 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12980 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1054702 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1206006 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1045791 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 967563 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3651838 | InvestmentIncomePriorYear |
| Investment Income Current Year | 270009 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 408588 | OtherRevenuePriorYear |
| Other Revenue Current Year | 423939 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6160919 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2867517 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1243989 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1274154 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 92461 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2094109 | OtherExpensePriorYear |
| Other Expenses Current Year | 2093867 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3338098 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3368021 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2822821 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -500504 | RevenuesLessExpensesCY |
| Total Assets BOY | 10375920 | TotalAssetsBOY |
| Total Assets EOY | 9156333 | TotalAssetsEOY |
| Total Liabilities BOY | 737369 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 645702 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9638551 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8510631 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 PRODUCES PERFORMANCES OF THE HIGHEST QUALITY WHILE MAINTAINING A STRONG FINANCIAL POSITION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2907426 | Expense |
| Revenue | 920164 | Revenue |
| Description | HAWAII OPERA THEATRE PRESENTED 4 FULLY STAGED AND COSTUMED PERFORMANCES EACH OF AIDA, THE PEARL FISHERS AND DON PASQUALE 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 2,800 STUDENTS AND TEACHERS. AUDIENCE COUNT FOR THE OTHER 9 GRAND OPERA PERFORMANCES WAS OVER 13,000. 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 99825 | Expense |
| Revenue | 47399 | Revenue |
| Description | THE OPERA EXPRESS PROGRAM, AIDA, TOURED ELEMENTARY SCHOOLS THROUGHOUT OAHU FOR 20 PERFORMANCES IN THE FALL PLUS A TWO DAY RUN AT HONOLULU'S HISTORIC HAWAII THEATRE. IN THE SPRING, ANOTHER 19 PERFORMANCES WERE ACCOMPLISHED. STUDIO MEMBERS PERFORMED AT THE HALEIWA ARTS FESTIVAL AND THE OPERA BALL. COACHING FOR YOUNG SINGERS WAS PRESENTED BY JAKE AND JILL GARDNER, CULMINATING IN 2 SOLD OUT PERFORMANCES OF "IT'S A GRAND NIGHT FOR SINGING". OTHER COACHING WAS PROVIDED BY SAN FRANCISCO OPERA CENTER'S DIRECTOR OF MUSICAL STUDIES, AND CONCLUDED WITH 2 PERFORMANCES OF GREAT SINGERS, GREAT SONGS. TIM SHAINDLIN FROM THE LYRIC OPERA OF CHICAGO AND THE YALE SCHOOL OF MUSIC, AND ALLEN BOWERS PROVIDED INDIVIDUAL COACHING AND ALEXANDER TECHNIQUE. MASTERCLASSES WERE PRESENTED BY DAME KIRI TE KANAWA, AND FREDERICA VON STADE. GREAT AMERICAN VOICES CONCERTS WERE PERFORMED ON THE BIG ISLAND AND KAUAI. STUDIO MEMBERS PERFORMED MENOTTI'S THE OLD MAID AND THE THIEF FOR A LIVE STUDIO AUDIENCE, THAT WAS ALSO BROADCAST LIVE, ON HAWAII PUBLIC RADIO. THE RESIDENCY PROGRAM "THE MAGIC FLUTE" TOOK PLACE FOR THE FIRST TIME AT ST. LOUIS SCHOOL ON OAHU, AND INVOLVED STUDIO MEMBERS PLUS APPROXIMATELY 80 STUDENTS FROM THE 7TH AND 8TH GRADES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3007251 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 72 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 57 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 57 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN TILLER | NamePerson |
| Telephone Number | 8085967372 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 SOUTH BERETANIA STREET SUITE | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (60 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| NANCY PEACOCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARGARET B ARMSTRONG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM J BARTON | ||||||
| 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 | |
| CHRISTINE HH CAMP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LYNNE JOHNSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACQUELINE YEE REBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JULIA FROHLICH CHERRY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HELENE LENI B DAVIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HANK CK WUH | ||||||
| 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 | |
| STEVEN PRIETO | ||||||
| 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 | |
| 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 | |
| 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 | |
| CHRISTINE O'BRIEN | ||||||
| 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 | |
| KATHERINE G RICHARDSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALICE K ROBINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DALE RUFF | ||||||
| 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 | |
| MAGGIE S WALKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES R WICHMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ADRIENNE WING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JERI LYNCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AILEEN UTTERDYKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT B BUNN | ||||||
| CO-COUNSEL | 3.00 | X | 0 | 0 | 0 | X |
| ROBERT S KATZ | ||||||
| CO-COUNSEL | 3.00 | X | 0 | 0 | 0 | X |
| STEPHEN H WILSON | ||||||
| VICE PRESIDENT/ TREASURER | 3.00 | X | 0 | 0 | 0 | X |
| LINN SOL ALBER | ||||||
| VICE PRESIDENT/ SECRETARY | 3.00 | X | 0 | 0 | 0 | X |
| KAREN CHAR | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| MARILYN LYN B CLARKIN | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| SUZANNE B ENGEL | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| FLORA R KAWASJEE | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| JAMES LALLY | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| EVELYN B LANCE | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| PATRICIA Y LEE | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| RICHARD C PALMA | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| JEAN E ROLLES | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| JOYCE TOMONARI | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| LES UEOKA | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| GREGORY E RATTE | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| LEONARD CHOW | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| JAMES H MCCOY | ||||||
| PRESIDENT | 10.00 | X | 0 | 0 | 0 | X |
| KAREN TILLER | ||||||
| EXECUTIVE DIRECTOR | 50.00 | 108000 | 0 | 0 | X | |
| HENRY G AKINA | ||||||
| GENERAL & ARTISTIC DIRECTOR | 40.00 | 100000 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 208000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSICIANS SERVICES INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 949 KAPIOLANI BLVD | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ORCHESTRA | DescriptionOfServices |
| Compensation | 432611 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 190200 | FundraisingEvents |
| Government Grants | 14705 | GovernmentGrants |
| All Other Contributions | 1001101 | AllOtherContributions |
| Noncash Contributions | 850 | NoncashContributions |
| Total Contributions | 1206006 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OPERA TICKET SALES | 711110 | 920164 | 920164 |
| EDUCATIONAL PROGRAMS | 611600 | 47399 | 47399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 967563 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 247205 | TotalRevenueColumn |
| Exclusion | $247,205 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 919444 | Real |
| Personal | 3826 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 564690 | Real |
| Personal | 261 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 354754 | Real |
| Personal | 3565 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 358319 | TotalRevenueColumn |
| Exclusion | $358,319 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4920933 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4898129 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22804 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22804 | TotalRevenueColumn |
| Exclusion | $22,804 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 148563 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 190200 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 149985 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1422 | TotalRevenueColumn |
| Exclusion | -$1,422 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| HSO HANDLING FEES | 711190 | 61912 | 61912 | |
| ARIA NEWS ADVERTISING | 541800 | 3905 | 3905 | |
| OTHER INCOME | 900099 | 1225 | $1,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 67042 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2867517 | TotalRevenueColumn |
| Related Or Exempt Function Income | 967563 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 65817 | UnrelatedBusinessRevenue |
| Exclusion | $628,131 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108000 | Total |
| Program Services | 32400 | ProgramServices |
| Management And General | 37800 | ManagementAndGeneral |
| Fundraising | 37800 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912111 | Total |
| Program Services | 828978 | ProgramServices |
| Management And General | 37920 | ManagementAndGeneral |
| Fundraising | 45213 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135275 | Total |
| Program Services | 125018 | ProgramServices |
| Management And General | 5983 | ManagementAndGeneral |
| Fundraising | 4274 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118768 | Total |
| Program Services | 105294 | ProgramServices |
| Management And General | 8300 | ManagementAndGeneral |
| Fundraising | 5174 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4309 | Total |
| Program Services | 2155 | ProgramServices |
| Management And General | 2154 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67853 | Total |
| Program Services | 33927 | ProgramServices |
| Management And General | 33926 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70017 | Total |
| Program Services | 35009 | ProgramServices |
| Management And General | 35008 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4183 | Total |
| Program Services | 2092 | ProgramServices |
| Management And General | 2091 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76021 | Total |
| Program Services | 38011 | ProgramServices |
| Management And General | 38010 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54123 | Total |
| Program Services | 27062 | ProgramServices |
| Management And General | 27061 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3328 | Total |
| Program Services | 1664 | ProgramServices |
| Management And General | 1664 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13054 | Total |
| Program Services | 6527 | ProgramServices |
| Management And General | 6527 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34282 | Total |
| Program Services | 17141 | ProgramServices |
| Management And General | 17141 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29448 | Total |
| Program Services | 14724 | ProgramServices |
| Management And General | 14724 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PRODUCTION | 1343453 | 1343453 |
| MARKETING | 113269 | 113269 |
| EDUCATIONAL PROGRAMS | 99825 | 99825 |
| DEVELOPMENT | 85066 | 85066 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95636 | Total |
| Program Services | 95636 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3368021 | Total |
| Program Services | 3007251 | ProgramServices |
| Management And General | 268309 | ManagementAndGeneral |
| Fundraising | 92461 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509890 | BOY |
| EOY | 375225 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43334 | BOY |
| EOY | 10907 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18157 | BOY |
| EOY | 5666 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50502 | BOY |
| EOY | 30637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3706888 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1554502 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2225978 | BOY |
| EOY | 2152386 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7528059 | BOY |
| EOY | 6581512 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10375920 | BOY |
| EOY | 9156333 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236584 | BOY |
| EOY | 177880 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500785 | BOY |
| EOY | 447528 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 20294 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 737369 | BOY |
| EOY | 645702 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1613283 | BOY |
| EOY | 1256343 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621165 | BOY |
| EOY | 803140 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6404103 | BOY |
| EOY | 6451148 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9638551 | BOY |
| EOY | 8510631 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10375920 | BOY |
| EOY | 9156333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -500504 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -627416 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1916951 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1570686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1189897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1054702 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1206006 | CurrentTaxYear |
| Total | 6938242 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1916951 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1570686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1189897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1054702 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1206006 | CurrentTaxYear |
| Total | 6938242 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 182858 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6755384 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 303385 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 362724 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 432360 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 360905 | CurrentTaxYearMinus1Year |
| Current Tax Year | 605524 | CurrentTaxYear |
| Total | 2064898 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5613 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1448 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -4895 | CurrentTaxYearMinus1Year |
| Current Tax Year | -12980 | CurrentTaxYear |
| Total | 25418 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9028558 | TotalSupport |
| Gross Receipts From Admissions Etc | 5908193 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6404103 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 22045 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6451148 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3412611 | BeginningOfYearBalance |
| Contributions | 2782 | Contributions |
| Investment Earnings Or Losses | 2988710 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6404103 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3402048 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 10563 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3412611 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3362661 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | -10613 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3402048 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01070 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98930 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 776457 | OtherCostOrOtherBasis |
| Book Value | 776457 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2610277 | OtherCostOrOtherBasis |
| Depreciation | 1322464 | Depreciation |
| Book Value | 1287813 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 320154 | OtherCostOrOtherBasis |
| Depreciation | 232038 | Depreciation |
| Book Value | 88116 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2152386 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKETABLE SECURITIES | Description |
| Book Value | 6581512 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6581512 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO HAWAII SYMPHONY ORCHESTRA | Description |
| Amount | $20,294 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20294 | TotalOfAmounts |
| Total Revenue | 2867517 | TotalRevenue |
| Total Expenses | 3368021 | TotalExpenses |
| Excess Or Deficit For Year | -500504 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -627416 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -627416 | TotalAdjustments |
| Excess Or Deficit Per FS | -1127920 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3063208 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -627416 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 149470 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 673637 | OtherRevenues |
| Revenue Not Rptd F990 | 195691 | RevenueNotRptdF990 |
| Revenue Subtotal | 2867517 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2867517 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4191128 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 149470 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 673637 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 823107 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3368021 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3368021 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE THEATRE HAS A SPENDING POLICY ALLOWING FOR THE APPROPRIATION OF 5% OF THE ROLLING 20 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 XII, LINE 2D - OTHER ADJUSTMENTS $673,637 REVENUES NETTED PART XIII, LINE 2D - OTHER ADJUSTMENTS $673,637 EXPENSES NETTED |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPERA BALL | NameOfEvent1 |
| Gross Receipts Event1 | 240600 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 190200 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 50400 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 105811 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SILENT AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 50383 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 50383 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 2384 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 47780 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 47780 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 41790 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 338763 | GrossReceiptsTotal |
| Charitable Contributions Total | 190200 | CharitableContributionsTotal |
| Gross Revenue Total Events | 148563 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 149985 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 149985 | DirectExpenseSummaryEvents |
| Net Income Summary | -1422 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 TAXES ARE 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -627,416. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | NO CHANGE IN PROCESS FROM PRIOR YEAR. |
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