Civic Intelligence

Honolulu Symphony Foundation Inc.

990 • Fiscal year 2022 • EIN 99-0340522

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

Organization ProfileNONE
CO 999 Bishop Street 2200Honolulu, HI 96813

(808) 524-2255

Siviq Scores

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

Liabilities / Assets

47th percentile

0.15x

Higher debt load relative to assets than 47% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.81x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$11,549,493

Down $2,441,407 (-17%) from 2021

Net Assets

Down

$9,853,719

Down $1,795,729 (-15%) from 2021

Liabilities

Down

$1,695,774

Down $645,678 (-28%) from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin93rd percentile

Revenue

Up

$2,090,602

Up $403,212 (+24%) from 2021

Expenses

Up

$727,826

Up $175,969 (+32%) from 2021

Net Income

Up

$1,362,776

Up $227,243 (+20%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2022

Assets$11,549,493
Liabilities$1,695,774
Net Assets$9,853,719
Open 2022 Filing

Operations Trend

Revenue Growth75th percentile

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

2022

Revenue$2,090,602
Expenses$727,826
Net Income$1,362,776
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$8,834,215
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.

To provide financial support to tax-exempt public charities that operate a professional symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$13,622,800$10,987,618▼ $2,635,182
Savings and Temporary Cash Investments$75,871$67,259▼ $8,612
Total Assets$13,990,900$11,549,493▼ $2,441,407
Other Assets Total$292,229$494,616▲ $202,387
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,201,982$1,580,564▼ $621,418
Other Liabilities$139,470$115,210▼ $24,260
Total Liabilities$2,341,452$1,695,774▼ $645,678
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,776,976$10,776,976→ $0
Net Assets Without Donor Restrictions$872,472$-923,257▼ $1,795,729
Total Net Assets Fund Balance$11,649,448$9,853,719▼ $1,795,729
Total Liabilities and Net Assets / Fund Balance$13,990,900$11,549,493▼ $2,441,407

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$10,987,618--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$10,776,976---$10,776,976
2020$10,776,976---$10,776,976
2019$10,776,976---$10,776,976
2018$10,776,976---$10,776,976
2017$10,776,976---$10,776,976
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Lynne JohnsonPresident/director
Mark WongVice-president/director
Bill AtwaterDirector
J Scott JanuschDirector
Jason KravittDirector
Paul KosasaDirector
Lisa NakamichiSecretary/director
Kristi MaynardTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$151,781
Program Service Revenue
$0
Investment Income
$1,938,350
Other Revenue
$471
All Other Contributions
$151,781
Change in Net Assets
$1,362,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$559,108
Other Expenses$168,718
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$559,108--$559,108
Fees for Service Investment Mgmnt Fees$124,851--$124,851
Fees for Services Other$21,714--$21,714
Interest$18,394--$18,394
Other Expenses$3,759--$3,759
Total Functional Expenses$727,826$0$0$727,826
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii Symphony Orchestra IncHonolulu, HI501(c)(3)Support for Operations$559,108
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable Under Charitable Gift Annuity$115,210
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 will be reviewed by the board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The 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.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate its governing body including its officers and does not have any key employees.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Honolulu Symphony Foundation Inc
EIN
99-0340522
Phone
8085242255
Address
CO 999 BISHOP STREET 2200, HONOLULU, HI 96813

Signing Officer

Name
Lynne Johnson
Title
President
Phone
8085242255
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynne Johnson
Formed
1986
Legal Domicile
Hi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
N&k Cpas Inc
Address
999 BISHOP ST STE 2200, HONOLULU, HI 96813
Preparer
Michael I Tanaka
Phone
8085242255
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in cash surrender value of insurance policy -247.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used to support the operations of tax exempt professional symphony orchestras.”

Raw XML AppendixShowing 400 of 521 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt056100
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0445573
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0445573
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt047685
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0445573
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0445573
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0445573
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0559108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0559108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0128022
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0405500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0168095
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0687130
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0559108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0128022
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0573595
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0559108
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0445573
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0559108
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0559108
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FOUR (4) OUT OF THE EIGHT (8) DIRECTORS WERE APPOINTED BY THE SUPPORTED ORGANIZATION. ONE (1) OUT OF THE EIGHT (8) DIRECTORS WAS APPOINTED BY MUSICIANS OF THE SUPPORTED ORGANIZATION. THEY HAVE ATTENDED BOARD MEETINGS AND THE BOARD HAS ALWAYS TAKEN INTO ACCOUNT OF THE FINANCIAL NEEDS OF THE SUPPORTED ORGANIZATION IN ITS DELIBERATIONS AND HAS ALSO PROVIDED SUPPORT BY WAY OF GUARANTEES AND LETTERS OF CREDIT WHEN NEEDED BY THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1TOTAL DISTRIBUTIONS MADE TO HAWAII SYMPHONY ORCHESTRA, INC. (HSO), A SUPPORTED ORGANIZATION TO FUND HSO'S OPERATIONAL COSTS IN CARRYING OUT ITS EXEMPT PURPOSE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt013238100
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt012924612
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0311346
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0368653
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt012898250
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt012527840
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0198572
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0193963
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt028504
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt028119
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt013039528
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt012730649
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0456383
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0445573
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt013238100
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt012924612
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0456383
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0445573
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0452861988
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0559108
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HAWAII SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0559108
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010776976
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010776976
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0115210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE UNDER CHARITABLE GIFT ANNUITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010987618
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PUBLICLY TRADED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF TAX EXEMPT PROFESSIONAL SYMPHONY ORCHESTRAS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt010987618
IRS990ScheduleD/TotalLiabilityAmt0115210
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0559108
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAWAII SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0452861988
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03610 WAIALAE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096816
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0HONOLULU SYMPHONY FOUNDATION IS A SUPPORTING ORGANIZATION OF HAWAII SYMPHONY ORCHESTRA INC., A 501(C)(3) CHARITABLE ORGANIZATION. HONOLULU SYMPHONY FOUNDATION WORKS CLOSELY WITH HAWAII SYMPHONY ORCHESTRA INC. TO ENSURE FUNDS ARE USED TO PERFORM THE FUNCTION AND MISSION OF HAWAII SYMPHONY ORCHESTRA INC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT COMPENSATE ITS GOVERNING BODY INCLUDING ITS OFFICERS AND DOES NOT HAVE ANY KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,549,493
Liabilities
$1,695,774
Net assets
$9,853,719
Revenue
$2,090,602
Expenses
$727,826
Net income
$1,362,776
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
2022Detailed filing. Detailed filing data is available for this year.$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