2011-05-16T17:41:25-05:00 2010-06-30 KMH LLP 1003 BISHOP STREET SUITE 2400 HONOLULU HI 96813 990 2009-07-01 990161980 BISHOP MUSEUM BISH 8088484161 1525 BERNICE STREET HONOLULU HI 968172704 DENYS KAZAMA 8088484161 2011-05-16 1 DEANNA C AWA 8085262255 2009 2016-02-24 21:20:13Z DENYS KAZAMA 1525 BERNICE STREET HONOLULU HI 968172704 15519889 0 X WWW.BISHOPMUSEUM.ORG X 1889 HI BISHOP MUSEUM HAS BEEN DESIGNATED AS THE STATE OF HAWAII'S NATURAL AND CULTURAL HISTORY MUSEUM. 30 21 237 800 60716 22276 13340894 10508650 1776626 1870731 648497 799274 661897 667631 16427914 13846286 0 0 7610135 6874349 220841 136171 1034978 6100073 6005061 13931049 13015581 2496865 830705 77914229 78675480 11613183 9848888 66301046 68826592 BISHOP MUSEUM HAS BEEN DESIGNATED AS THE STATE OF HAWAII'S NATURAL AND CULTURAL HISTORY MUSEUM. THE MUSEUM FULFILLS ITS ROLE THROUGH CREATION AND DELIVERY OF INNOVATIVE EDUCATIONAL PROGRAMS FOR CHILDREN AND ADULTS THAT STUDIES, PRESERVES AND TELLS THE HISTORY OF HAWAI'I AND THE PACIFIC, INSPIRING OUR GUESTS TO EMBRACE AND EXPERIENCE OUR NATURAL AND CULTURAL WORLD. 0 0 1527180 42435 MUSEUM EARMARKS - MUSEUM EARMARKS INCLUDE PROGRAMS FUNDED BY THE FEDERAL GOVERNMENT FOR MUSEUMWIDE ACTIVITIES. INCLUDED IN MUSEUM EARMARKS ARE EXPENSES FOR PROGRAMS SUPPORTED BY THE U.S. DEPARTMENT OF EDUCATION, DEPARTMENT OF INTERIOR - NATIONAL PARK SERVICE, AND INSTITUTE OF MUSEUM AND LIBRARY SERVICES. 1734520 204736 NATURAL SCIENCES - NATURAL SCIENCES ACTIVITIES INCLUDE PROVIDING UNDERSTANDING OF THE NATURAL ENVIRONMENTS OF HAWAII AND THE PACIFIC, PROVIDING INFORMATION FOR CONSERVING THE BIODIVERSITY OF THOSE ENVIRONMENTS AND, BY CONTRIBUTING TO PUBLIC PROGRAMS, EXPANDING EDUCATIONAL EXPERIENCES IN SCIENCE FOR HAWAII RESIDENTS AND MUSEUM VISITORS. 2163585 1556592 PUBLIC PROGRAMS - PUBLIC PROGRAMS PROVIDE INFORMAL EDUCATIONAL EXPERIENCES THAT TELL THE STORY OF HAWAII AND THE PACIFIC. THE PROGRAM TAKES FULL ADVANTAGE OF THE COMPREHENSIVE RESOURCES OF THE MUSEUM'S COLLECTIONS AND RESEARCH PRODUCTS, AND PROVIDES VISITORS AND HAWAII RESIDENTS WITH DIVERSE PROGRAMS. INCLUDED IN PUBLIC PROGRAMMING IS THE 12-ACRE AMY B.H. GREENWELL ETHNOBOTANICAL GARDEN (GARDEN) LOCATED ON THE ISLAND OF HAWAII. THE GARDEN SUPPORTS NATIVE HAWAIIAN CULTURAL TRADITIONS OF LAND USE AND PLANTS, AND CONSERVATION OF PLANT RESOURCES VIA TRADITIONAL HAWAIIAN CULTURAL MEANS. 234683 544444 MERCHANDISING - PRODUCTS IN THE MERCHANDISING PROGRAM INCLUDE HAWAIIAN-MADE AND SCIENCE-RELATED ITEMS SOLD AT THE MUSEUM'S RETAIL SHOPS, MUSEUM PRESS PUBLICATIONS, FACILITY RENTALS, AND ARRANGEMENTS TO LICENSE MUSEUM IMAGES. 912433 316163 CULTURAL RESOURCES - ACTIVITIES IN THE CULTURAL RESOURCES PROGRAM INCLUDE FIELD AND COLLECTIONS-BASED RESEARCH UNDERTAKEN IN COLLABORATION WITH INDIGENOUS PEOPLES AND MORE RECENT IMMIGRANTS OF HAWAII. TRADITIONAL KNOWLEDGE SYSTEMS, PHILOSOPHIES OF KNOWLEDGE, AND SCIENCE ARE HISTORICALLY APPLIED. THE PROGRAM ALSO PROVIDES FEE-BASED CONSULTING SERVICES RELATED TO THE CULTURAL SCIENCES. 1147116 860607 6572401 1 1 0 1 0 1 1 0 1 1 0 1 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 1 121 0 1 237 1 1 1 0 0 0 0 1 1 0 0 0 0 0 30 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X DENYS KAZAMA 8088484161 1525 BERNICE STREET HONOLULU HI 96817 TIMOTHY E JOHNS 39.00 X X 188358 0 82877 ISABELLA A ABBOTT PHD 1.00 X 0 0 0 EIRAYNA K ADAMS 1.00 X 0 0 0 DANIEL K AKAKA JR 1.00 X 0 0 0 CHARMAN J AKINA MD 1.00 X 0 0 0 ROBERT A ALM 1.00 X 0 0 0 JEANNE A ANDERSON 1.00 X 0 0 0 S HAUNANI APOLIONA 1.00 X 0 0 0 MICHAEL J CHUN PHD 1.00 X 0 0 0 H MITCHELL D'OLIER 1.00 X 0 0 0 ALLISON HOLT GENDREAU 1.00 X 0 0 0 NEIL J HANNAHS 1.00 X 0 0 0 SANNE HIGGINS 1.00 X 0 0 0 RICHARD HUMPHREYS 1.00 X 0 0 0 ANTON C KRUCKY 1.00 X 0 0 0 MARLENE M LUM 1.00 X 0 0 0 KAPIOLANI K MARIGNOLI 1.00 X 0 0 0 WATTERS O MARTIN JR 1.00 X 0 0 0 ROBIN S MIDKIFF 1.00 X 0 0 0 WILMER C MORRIS 1.00 X 0 0 0 GARY NISHIKAWA 1.00 X 0 0 0 RUSSELL K OKATA 1.00 X 0 0 0 RICHARD PAGLINAWAN 1.00 X 0 0 0 WINONA E RUBIN 1.00 X 0 0 0 HARRY SAUNDERS 1.00 X 0 0 0 DONNA TANOUE 1.00 X 0 0 0 LAWRENCE KW TSEU DDS 1.00 X 0 0 0 GULAB WATUMULL 1.00 X 0 0 0 GAYLORD WILCOX 1.00 X 0 0 0 ERIC K YEAMAN 1.00 X 0 0 0 HEATHER GIUGNI 1.00 X 0 0 0 Allen Allison PhD 39.00 X 82066 0 36109 Blair D Collis 39.00 X 96762 0 42575 Betty Lou Kam 39.00 X 78531 0 34553 Amy Miller Marvin 39.00 X 55160 0 24270 Andrew M Touma 39.00 X 66036 0 29056 CHARLENE K NAKAMURA 39.00 X 48654 0 21408 DENYS S KAZAMA 39.00 X 98577 0 43374 K Noa Dettweiler 39.00 X 25577 0 11254 739721 0 325476 1 0 1 0 DELPHI PRODUCTIONS INC 950 W TOWER AVE ALAMEDA CA 94501 EXHIBIT FABRICATION 1078990 Robert Marcos Inc 5 Sand Island Access Road Unit 143 HONOLULU HI 96819 CONSTRUCTION 331992 THE LUKENS COMPANY 2800 Shirlington Rd No 900 ARLINGTON VA 22206 FUNDRAISING 262182 KMH LLP 1003 BISHOP STREET STE 2400 HONOLULU HI 96813 ACCOUNTING 127952 Hagadone Printing Company 274 PUUHALE ROAD HONOlulu HI 96819 PRINTING & MAILING 119887 6 812778 496978 4329691 4869203 74097 10508650 ADMISSIONS 900004 1560053 1560053 RESEARCH CONTRACTS 900004 310678 310678 1870731 52166 52166 382769 238696 144073 144073 144073 993293 738810 968557 16438 24736 722372 747108 747108 54740 496978 128519 -73779 -73779 866309 321393 544916 484200 60716 COMMISSION/ROYALTY 900004 37675 37675 OTHER INCOME 900099 14746 14746 52421 13846286 2407352 60716 869568 994391 344188 629890 20313 3873436 2345607 1267528 260301 2006522 1032371 859619 114532 43479 32177 11302 165458 165458 136171 136171 1023630 683605 187057 152968 103598 16665 83572 3361 1023635 530540 365817 127278 172034 89034 60812 22188 781439 12944 767793 702 286890 270777 10083 6030 1170953 586236 481161 103556 276212 42008 234204 EXHIBIT RENTALS 347500 347500 FOOD AND BEVERAGES 100602 12498 41896 46208 MEMBERSHIP DUES 36086 17658 17848 580 LICENSES AND FEES 31237 16214 15003 20 Books & Periodicals 25240 22952 2204 84 417068 169427 206955 40686 13015581 6572401 5408202 1034978 2233191 1160990 3935503 3120539 5439939 5645200 371706 381367 259727 340198 64007075 20279493 42717577 43727582 4068960 4324178 18887626 19975426 77914229 78675480 5447655 4875051 1482991 1020328 4596128 3870484 86409 83025 11613183 9848888 X 40719037 42390315 3312595 3099832 22269414 23336445 66301046 68826592 77914229 78675480 X 0 1 1 X 1 1 X 14079974 19537028 10949720 13340894 10508650 68416266 14079974 19537028 10949720 13340894 10508650 68416266 2845987 65570279 411671 544327 594808 419283 434935 2405024 80113 78678 49630 49996 60716 319133 34160 58673 56010 54740 203583 71344006 15251464 0.91910 0.92620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 50737 0 0 50737 0 X X 4 595.00 2 0 0 1 0 500.00 5000 0 0 0 X X X X 0 22534615 25534 1443916 200406 23803659 27990622 56200 -5326382 185825 22534615 1.00000 1 0 440864 3872445 4313309 34643746 6643207 28000539 14953693 5950073 9003620 8667036 7686213 980823 1429291 1429291 43727582 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 271280 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 19704146 19975426 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 83025 83025 13846286 13015581 830705 359298 1335543 1694841 2525546 Part II, Line 9: Description of How Organization Reports Conservation Easements: The land and buildings subject to conservation easements are reported on the Organizations balance sheet at fair market value at the time of donation. The original varying value of the land or buildings are not depreciated. Improvements are reported at cost and depreciated on a straight line method over the estimated useful life of the improvements Part III, Line 1a: The Museum has extensive collections of art, rare books and manuscripts, cultural artifacts and natural history specimens. Those collections are maintained under curatorial care and held for research, education and public exhibition in furtherance of public service. Proceeds from the sales of the collections, if any, are used to acquire other items for the collections. The cost of collections purchased by the Museum is reflected in the consolidated statements of activities as an expense in the year of acquisition. Donated collection items are not reflected in the consolidated financial statements. Part III, Line 4: Bishop Museum was designated as the Hawaii State Museum of Natural and Cultural History in 1988. Its cultural and natural collections encompass more than 24 million catalogued objects. The cultural collection was established with Hawaiian artifacts and heirlooms from the Kamehameha monarchy and has expanded to include artifacts, documents and photographs about Hawaii and other Pacific Island cultures. The cultural collection currently includes over 1.3 million artifacts, 115,000 historical publications and 1 million historical photographs, films, works of art, audio recordings and manuscripts. The natural history collection currently consists of 22.3 million specimens of plant and animal life of Hawaii and the Pacific, including specimens that are now extinct. The collections are the center of the Organizations mission to study, preserve and tell the stories of the natural and cultural history of Hawaii and the Pacific. Research based on the collections provide the basis for education and exhibitions provided to the public. The collections are maintained under curatorial care to preserve artifacts for the education of future generations. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF TRUST ASSETS: 1078285. ROUNDING: -2. accrued pension liability adjustment under sfas 158: 257260. PART X, LINE 2: THE MUSEUM HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS UPON ADOPTION OF THIS STANDARD AND AT JUNE 30, 2010. PART V, COLUMN (B): AMOUNTS HAVE BEEN ADJUSTED TO REFLECT REVISED PRIOR YEAR FIGURES, AS REPORTED IN THE CURRENT YEAR AUDITED FINANCIAL STATEMENTS. CHINA 0 0 PROGRAM SERVICES ARCHAEOLOGICAL RESEARCH 103656 PAPUA NEW GUINEA 0 0 PROGRAM SERVICES NATURAL SCIENCE RESEARCH 352020 0 0 455676 X X X X X X X 1 The Lukens Company (TLC) Membership/Annual Fund 0 911217 158804 752412 PG Calc Incorporated Planned Giving 0 0 15756 -15756 911217 174560 736656 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VI WA WV WI WY BPB ANNUAL DINNER 520218 471568 48650 36859 35411 7050 44668 MORTON'S ART RESTORATION 31500 25410 6090 0 2792 0 1739 551718 496978 54740 36859 38203 7050 46407 128519 -73779 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 TIMOTHY E JOHNS 188358 0 0 0 0 0 14918 0 67959 0 271235 0 0 0 Part I, Line 1a Bishop Museum pays monthly dues for the President's membership in a local social club. The President mainly entertains business guests at the club. D TANOUE S APOLIONA M CHUN - DIRECTORS OF BOTH EO AND INTERESTED PERSON (BANK OF HAWAII) 158923 EO PAID BANK OF HAWAII FOR INTEREST ON FUNDS DRAWN FROM ONE LINE OF CREDIT. 0 D TANOUE S APOLIONA M CHUN - DIRECTORS OF BOTH EO AND INTERESTED PERSON (BANK OF HAWAII) 429067 PAYMENTS BY EO TO EO'S PENSION PLAN. BANK OF HAWAII IS THE CUSTODIAN OF THE EO'S PENSION FUND ACCOUNT. 0 R MIDKIFF - DIRECTOR OF FIRST HAWA DIR OF EO AND executive vp of INTERESTED PERSON (FIRST HAWAIIAN BANK) 505677 PAYMENTS BY EO TO FIRST HAWAIIAN BANK CORPORATE CREDIT CARD ACCOUNT AND LINE OF CREDIT. EO HAS A CORPORATE MASTERCARD ACCOUNT ISSUED BY FIRST HAWAIIAN BANK. 0 R ALM T JOHNS - DIRECTORS OF HA ALM - DIR OF EO & SENIOR VP OF HECO, JOHNS - PRESIDENT OF EO & DIR OF HECO 701591 EO PAID HECO, AN ELECTRIC COMPANY, FOR ITS MONTHLY UTILITY INVOICES 0 M CHUN T JOHNS - DIRECTORS OF H CHUN - DIR OF BOTH, JOHNS - PRESIDENT OF EO & DIR OF HMSA 697947 EO PAID HMSA FOR HEALTH INSURANCE PREMIUMS FOR ITS EMPLOYEES. 0 R HUMPHREYS SR - FATHER OF VP OF M HUMPHREYS - DIR OF EO & THE FATHER OF THE VP OF MONARCH INSURANCE 192147 Monarch Insurance Services, Inc. is the Museum insurance agent and obtains insurance coverage on its behalf from insurance companies 0 VARIOUS - UNIVERSITY OF HAWAII (UH) - SEE SCHEDULE O SEE SCHEDULE O 28662 EO PAID UH FOR SUBSCRIBING TO THE UH EXLIBRIS VOYAGER ONLINE SYSTEM 0 VARIOUS - UNIVERSITY OF HAWAII (UH) - SEE SCHEDULE O SEE SCHEDULE O 11999 EO PAID UH FOR PURCHASING UNIVERSITY PUBLICATIONS 0 VARIOUS - UNIVERSITY OF HAWAII (UH) - SEE SCHEDULE O SEE SCHEDULE O 52123 EO PAID UH FOR SUBRECIPIENT PAYMENTS 0 VARIOUS - UNIVERSITY OF HAWAII (UH) - SEE SCHEDULE O SEE SCHEDULE O 12750 EO PAID UH FOR VARIOUS SERVICE AGREEMENTS BETWEEN UH AND THE MUSEUM'S SCIENCE DIVISION 0 VARIOUS - UNIVERSITY OF HAWAII (UH) - SEE SCHEDULE O SEE SCHEDULE O 114370 UH PAID EO for grants and service contracts between UH and the Museum's Science and Education divisions 0 VARIOUS - UNIVERSITY OF HAWAII (UH) - SEE SCHEDULE O SEE SCHEDULE O 762 UH PAID EO FOR COPIES OF THE BISHOP MUSEUM PRESS PUBLICATIONS 0 X 2 42528 selling price X 5 31569 selling price 0 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS RECEIVED. Third Party Use: Part I, Line 32b: INVESTMENT MANAGER, MORGAN STANLEY, SELLS SECURITIES DONATED TO THE MUSEUM. AUTOS, NON-COLLECTION ART, AND BOOKS ARE SOLD THROUGH VARIOUS AUCTION SERVICES. Form 990, Part VI, Section A, line 2 DONNA TANOUE (BANK OF HAWAII) - Business Relationship S. Haunani Apoliona (Bank of Hawaii) - Business Relationship Michael Chun (Bank of Hawaii) - Business Relationship Robert Alm (Hawaiian Electric Company Inc.) - Business Relationship Tim Johns (Hawaiian Electric Company Inc.) - Business Relationship Michael Chun (Hawaii Medical Service Association) - Business Relationship Tim Johns (Hawaii Medical Service Association) - Business Relationship S. Haunani Apoliona (Office of Hawaiian Affairs) - Business Relationship Winona Rubin (Office of Hawaiian Affairs) - Business Relationship Isabella Abbott (University of Hawaii) - Business Relationship Allen Allison (University of Hawaii) - Business Relationship NEIL HANNAHS (UNIVERSITY OF HAWAII) - BUSINESS RELATIONSHIP RUSSELL OKATA (UNIVERSITY OF HAWAII) - BUSINESS RELATIONSHIP HARRY SAUNDERS (UNIVERSITY OF HAWAII) - BUSINESS RELATIONSHIP GARY NISHIKAWA (UNIVERISTY OF HAWAII) - BUSINESS RELATIONSHIP Form 990, Part VI, Section B, line 11 After the form 990 is finalized by the preparer but before it is filed, the Director of Accounting reviews it with the Chief Financial Officer. Then the Chief Financial Officer reviews it with the President and the Chief Operating Officer. The 990 is emailed to the Audit & Finance Committee before the Committee's monthly meeting for their review. The Audit & Finance Committee accepts the 990 at their monthly meeting. The 990 is then emailed to the Executive Committee and accepted by the Committee at their monthly meeting. The Chief Financial Officer emails the full Board of Directors to notify them that the 990 will be emailed to them upon request. Form 990, Part VI, Section B, line 12c When contracts are executed, the General Cousel and Legal Assistant compare the vendor with whom the contract is being made to a list of organizations affiliated with the EO's officers and directors to ensure that any conflicts of interest are noted. Any conflicts of interest must be approved by the Audit & Finance Committee. Also, all Directors are required to disclose annually any interests that could give rise to conflicts. Form 990, Part VI, Section B, line 15 When the current CEO was hired, the potential compensation was first discussed among the Board Chair, Board Vice Chair, CEO, and the organization's top financial officer. In a later meeting, the Board of Directors Executive Committee was presented with comparison data of the CEO's potential compensation and the previous CEO's compensation. At the same meeting, the Committee authorized the Board Chair to finalize the terms of a contract with the CEO which included compensation. The final contract was approved by the full Board of Directors at a subsequent meeting. This process was recorded generally in the minutes of the meetings. Similarly, when officers or key employees are hired, a compensation range is discussed among the Board Chair, Board Vice Chair, CEO, and the organization's top financial officer. In a later meeting, the Board of Directors Executive Committee is presented with comparison data of the officer or key employee's potential compensation to other companies and nonprofit organizations. At the same meeting, the Committee authorizes the Board Chair to finalize the terms of a contract with the new employee which includes compensation within an approved range. This process is recorded generally in the minutes of the meetings. In recent years, there have been no increases to compensation for officers and key employees. In fact, compensation for these employees has decreased since 2006. In the future, when raises are given to officers and key employees for reasons other than inflationary increases, the raises will be presented to the Board of Directors along with comparable data. The Board of Directors will approve such raises. Form 990, Part VI, Section C, line 19 The organization's governing documents and conflict of interest policy are available upon request. The organization's financial statements are available upon request. SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: FOR TRANSACTIONS WHERE (A) NAME OF INTERESTED PERSON LISTS "VARIOUS - UNIVERSITY OF HAWAII (UH) - SEE SCHEDULE O", NAMES SHOULD BE AS FOLLOWS: I. ABBOTT, A. ALLISON, N. HANNAHS, R. OKATA, H. SAUNDERS, G. NISHIKAWA - UNIVERSITY OF HAWAII (UH) FOR TRANSACTIONS WHERE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION LISTS "SEE SCHEDULE O", RELATIONSHIPS SHOULD BE AS FOLLOWS: ABBOTT - DIR OF EO AND UH PROF EMERITUS, ALLISON - DIR OF EO & UH GRAD PROF, HANNAHS - DIRECTOR OF BOTH EO AND INTERESTED PERSON (UH), OKATA - DIRECTOR OF BOTH EO AND INTERESTED PERSON (UH), SAUNDERS - DIRECTOR OF BOTH EO AND INTERESTED PERSON (UH), NISHIKAWA - DIRECTOR OF BOTH EO AND INTERESTED PERSON (UH) FORM 990, PART I, LINE 6: FULL-TIME, PART-TIME AND CASUAL VOLUNTEER ACTIVITIES ARE TRACKED BY HOURS. FOR THE PERIOD JULY 1, 2009 - JUNE 30, 2010, THE MUSEUM RECORDED 33,664 VOLUNTEER HOURS. ACTIVE VOLUNTEER UNITS REPRESENT INDIVIDUALS WHO VOLUNTEER CONSISTENLY THROUGHOUT THE YEAR. HAWAII MARITIME CENTER 1525 bernice street honolulu HI 96817 990196626 museum HI 501(c)(3) Line 7 bishop museum 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 hawaii Maritime Center D 4845675 HAWAii Maritime Center N 24860