Civic Intelligence

Honolulu Symphony Foundation Inc.

990 • Fiscal year 2013 • EIN 99-0340522

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

C/O 55 Merchant Street No 280096813
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.36x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

50th percentile

3.6%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$10,638,175

Up $365,795 (+3.6%) from 2012

Net Assets

Up

$6,789,695

Up $4,393,696 (+183%) from 2012

Liabilities

Down

$3,848,480

Down $4,027,901 (-51%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$685,808

Up $156,398 (+30%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $10,486,866Liabilities 2011: $7,883,718Net Assets 2011: $2,603,1482011Assets 2012: $10,272,380Liabilities 2012: $7,876,381Net Assets 2012: $2,395,9992012Assets 2013: $10,638,175Liabilities 2013: $3,848,480Net Assets 2013: $6,789,6952013Assets 2014: $11,608,737Liabilities 2014: $3,906,267Net Assets 2014: $7,702,4702014Assets 2015: $11,314,102Liabilities 2015: $3,848,476Net Assets 2015: $7,465,6262015Assets 2016: $11,333,641Liabilities 2016: $3,881,383Net Assets 2016: $7,452,2582016Assets 2017: $11,999,529Liabilities 2017: $3,972,497Net Assets 2017: $8,027,0322017Assets 2018: $12,537,468Liabilities 2018: $3,894,750Net Assets 2018: $8,642,7182018Assets 2019: $12,619,046Liabilities 2019: $3,418,476Net Assets 2019: $9,200,5702019Assets 2020: $11,983,213Liabilities 2020: $2,886,005Net Assets 2020: $9,097,2082020Assets 2021: $13,990,900Liabilities 2021: $2,341,452Net Assets 2021: $11,649,4482021Assets 2022: $11,549,493Liabilities 2022: $1,695,774Net Assets 2022: $9,853,7192022Assets 2023: $11,903,818Liabilities 2023: $1,521,492Net Assets 2023: $10,382,3262023Assets 2025: $12,482,439Liabilities 2025: $378,838Net Assets 2025: $12,103,6012025

Highlighted filing

2013

Assets$10,638,175
Liabilities$3,848,480
Net Assets$6,789,695

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,874,0552011Expenses 2012: $529,4102012Expenses 2013: $685,8082013Revenue 2014: $982,063Expenses 2014: $658,010Net Income 2014: $324,0532014Revenue 2015: $946,287Expenses 2015: $812,218Net Income 2015: $134,0692015Revenue 2016: $433,340Expenses 2016: $317,446Net Income 2016: $115,8942016Revenue 2017: $685,523Expenses 2017: $853,306Net Income 2017: -$167,7832017Revenue 2018: $1,152,051Expenses 2018: $802,070Net Income 2018: $349,9812018Revenue 2019: $817,744Expenses 2019: $465,606Net Income 2019: $352,1382019Revenue 2020: $1,222,207Expenses 2020: $902,847Net Income 2020: $319,3602020Revenue 2021: $1,687,390Expenses 2021: $551,857Net Income 2021: $1,135,5332021Revenue 2022: $2,090,602Expenses 2022: $727,826Net Income 2022: $1,362,7762022Revenue 2023: $668,243Expenses 2023: $766,573Net Income 2023: -$98,3302023Revenue 2025: $1,437,950Expenses 2025: $737,221Net Income 2025: $700,7292025

Highlighted filing

2013

Revenue-
Expenses$685,808
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$9,566,540
Mission and Program Overview

Mission

The honolulu symphony foundation was established for the purpose of providing support for the hawaii symphony orchestra, a 501(c)(3) organization, for as long as it operates a professional symphony orchestra.

Filing and Contact Details

Filer

EIN
99-0340522
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION ADOPTED AMENDED ARTICLES OF INCORPORATION ON MAY 9, 2013 TO REVISE ITS PURPOSE TO SPECIFY ITS SUPPORT OF THE HAWAII SYMPHONY ORCHESTRA INC., A 501(C)(3) ORGANIZATION. THE ORGANIZATION ADOPTED AMENDED BYLAWS ON MAY 9, 2013. AMENDMENTS INCLUDED AN INCREASE TO THE NUMBER OF DIRECTORS FROM EIGHT TO TWELVE INCLUDING 4 MEMBERS APPOINTED BY THE HAWAII SYMPHONY ORCHESTRA INC. AND HAWAII SYMPHONY ORCHESTRA MUSICIANS. AMENDEDMENTS ALSO INCLUDED A SECTION REGARDING ITS RELATIONSHIP AND SUPPORT OF THE HAWAII SYMPHONY ORCHESTRA INC., A 501(C)(3) ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 WILL BE REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL INTERESTED PERSONS (ANY DIRECTOR OR PRINCIPAL OFFICER OR MEMBER OF COMMITTEE WITH BOARD-DELEGATED POWERS). CONFLICTS OF INTERESTS AND APPROPRIATE ACTIONS WHEN NECESSARY ARE DETERMINED BY THE REMAINING BOARD MEMBERS OR COMMITTEES WITH BOARD DELEGATED POWERS. INTERESTED PERSONS ARE RECUSED FROM THE DISCUSSION OF OR VOTE ON TRANSACTIONS OR ARRANGEMENTS THAT RESULTS IN CONFLICTS OF INTERESTS.
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IRS990/TotalAssets/BOY010272380
IRS990/TotalAssetsBOY010272380
IRS990/TotalAssets/EOY010638175
IRS990/TotalAssetsEOY010638175
IRS990/TotalCompGT150K00
IRS990/TotalContributions04000000
IRS990/TotalExpensesCurrentYear0685808
IRS990/TotalExpensesPriorYear0529410
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0685808
IRS990/TotalFunctionalExpenses/Total0685808
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY07876381
IRS990/TotalLiabilitiesBOY07876381
IRS990/TotalLiabilities/EOY03848480
IRS990/TotalLiabilitiesEOY03848480
IRS990/TotalLiabNetAssetsFundBalances/BOY010272380
IRS990/TotalLiabNetAssetsFundBalances/EOY010638175
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY02395999
IRS990/TotalNetAssetsFundBalances/EOY06789695
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue02001
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0685808
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear04914524
IRS990/TotalRevenue/ExclusionAmount0914524
IRS990/TotalRevenuePriorYear0601609
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn04914524
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY0-4380977
IRS990/UnrestrictedNetAssets/EOY0-3987281
IRS990/UponRequest0X
IRS990/WebSite0NONE
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01986
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0990340522
ReturnHeader/Filer/Name/BusinessNameLine10HONOLULU SYMPHONY FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.38$12.1$1.44$0.74$0.70
2023Summary only. Only limited summary data is available for this year.$11.9$1.52$10.4$0.67$0.77$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$1.70$9.85$2.09$0.73$1.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$2.34$11.6$1.69$0.55$1.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.89$9.10$1.22$0.90$0.32
2019Summary only. Only limited summary data is available for this year.$12.6$3.42$9.20$0.82$0.47$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$3.89$8.64$1.15$0.80$0.35
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$3.97$8.03$0.69$0.85$0.17
2016Detailed filing. Detailed filing data is available for this year.$11.3$3.88$7.45$0.43$0.32$0.12
2015Detailed filing. Detailed filing data is available for this year.$11.3$3.85$7.47$0.95$0.81$0.13
2014Summary only. Only limited summary data is available for this year.$11.6$3.91$7.70$0.98$0.66$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$3.85$6.79$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$7.88$2.40$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$7.88$2.60$3.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits