Civic Intelligence

Honolulu Symphony Foundation Inc.

990 • Fiscal year 2023 • EIN 99-0340522

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 14, 2024

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

43rd percentile

0.13x

Higher debt load relative to assets than 43% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

2.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

40th percentile

3.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Flat

$11,903,818

Flat from 2023

Net Assets

Flat

$10,382,326

Flat from 2023

Liabilities

Flat

$1,521,492

Flat from 2023

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin16th percentile

Revenue

Flat

$668,243

Flat from 2023

Expenses

Flat

$766,573

Flat from 2023

Net Income

Flat

-$98,330

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th 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 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

2023

Assets$11,903,818
Liabilities$1,521,492
Net Assets$10,382,326
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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 2023: $668,243Expenses 2023: $766,573Net Income 2023: -$98,3302023Revenue 2025: $1,437,950Expenses 2025: $737,221Net Income 2025: $700,7292025

Highlighted filing

2023

Revenue$668,243
Expenses$766,573
Net Income-$98,330
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$5,590,685
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$10,987,618$11,180,584▲ $192,966
Other Notes and Loans Receivable, Net$0$150,000▲ $150,000
Savings and Temporary Cash Investments$67,259$55,761▼ $11,498
Total Assets$11,549,493$11,903,818▲ $354,325
Other Assets Total$494,616$517,473▲ $22,857
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,580,564$1,521,492▼ $59,072
Other Liabilities$115,210$0▼ $115,210
Total Liabilities$1,695,774$1,521,492▼ $174,282
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,776,976$10,776,976→ $0
Net Assets Without Donor Restrictions$-923,257$-394,650▲ $528,607
Total Net Assets Fund Balance$9,853,719$10,382,326▲ $528,607
Total Liabilities and Net Assets / Fund Balance$11,549,493$11,903,818▲ $354,325

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,180,584--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$10,776,976---$10,776,976
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
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
$143,895
Program Service Revenue
$0
Investment Income
$522,746
Other Revenue
$1,602
All Other Contributions
$143,895
Change in Net Assets
$-98,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$567,756
Other Expenses$198,817
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$567,756--$567,756
Fees for Service Investment Mgmnt Fees$102,221--$102,221
Interest$65,453--$65,453
Other Expenses$18,689--$18,689
Fees for Services Other$12,454--$12,454
Total Functional Expenses$766,573$0$0$766,573
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hawaii Symphony Orchestra IncHonolulu, HI501(c)(3)Support for Operations$567,756
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
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
2024-02-14
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
Won J Lee
Phone
8085242255
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in cash surrender value of insurance policy -5,581.”

Financial Statement Notes

PART V, LINE 4:

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

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IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt084076
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt010985
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt010985
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0456383
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0456383
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt09337
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0456383
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0456383
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0456383
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0717756
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0717756
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0230747
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0559108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0128022
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0948503
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0717756
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0230747
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0687130
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0717756
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0456383
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0717756
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0717756
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/ExplanationTxt0THREE (3) OUT OF THE EIGHT (8) DIRECTORS WERE APPOINTED BY THE SUPPORTED ORGANIZATION. OF THE THREE, ONE (1) DIRECTOR 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 V, SECTION D, LINE 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt011292848
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt013238100
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0471886
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0311346
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt010785575
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt012898250
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0169393
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0198572
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt035387
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt028504
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt011123455
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt013039528
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0389321
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0456383
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt011292848
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt013238100
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0389321
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0456383
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0452861988
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0717756
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HAWAII SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0717756
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/OtherSecuritiesGrp/BookValueAmt011180584
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/TotalBookValueSecuritiesAmt011180584
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0567756
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN CASH SURRENDER VALUE OF INSURANCE POLICY -5,581.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,903,818
Liabilities
$1,521,492
Net assets
$10,382,326
Revenue
$668,243
Expenses
$766,573
Net income
-$98,330
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
2023Detailed filing. Detailed filing data is available for this year.$11.9$1.52$10.4$0.67$0.77$0.10
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