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Arts, Culture, Humanities : Performing Arts

Hawaii Opera Theatre

Educating the public about and supporting the cultural development of opera in Hawaii

two stars

79.58

848 South Beretania Street Suite 301
Honolulu, HI 96813
tel: (808) 596-7372   Web Site
EIN: 99-0197758

Board Leadership
Julia Frohlich Cherry
President

CEO
Andrew Morgan
General Director

  Score
(out of 100)
Rating
Overall Score & Rating 79.58 two stars
  Financial 71.41 two stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/23/2020 and includes data from FY2019, the most recent 990 received at that time.

Founded in 1960, the Hawaii Opera Theatre's (HOT) mission is to educate the public about and support the cultural development of opera in Hawaii. Today, HOT is known for its vibrant and creative productions. Artistic excellence continues to be the cornerstone of standards for the company. International artists, who have graced stages from the New York Met to opera houses throughout Europe and Asia, compete up to three years in advance to perform on the HOT stage along side Hawaii's best local artists. Our nationally recognized education outreach program reaches more than 25,000 students on Oahu and Neighbor Islands annually.

Founded in 1960, the Hawaii Opera Theatre's (HOT) mission is to educate the public about and support the cultural development of opera in Hawaii. Today, HOT is known for its vibrant and creative productions. Artistic excellence continues to be the cornerstone of standards for the company. International artists, who have graced stages from the New York Met to opera houses throughout Europe and Asia, compete up to three years in advance to perform on the HOT stage along side Hawaii's best local artists. Our nationally recognized education outreach program reaches more than 25,000 students on Oahu and Neighbor Islands annually.

Financial

two stars

71.41

Accountability & Transparency

four stars

96.00

This rating was published 12/23/2020 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
81.2%
  Administrative Expenses 9.0%
  Fundraising Expenses 9.7%
  Fundraising Efficiency $0.21
  Working Capital Ratio (years) < 0.01
  Program Expenses Growth -10.3%
  Liabilities to Assets 30.8%
All data for Financial Performance Metrics calculations was provided by Hawaii Opera Theatre on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Hawaii Opera Theatre on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Hawaii Opera Theatre (HI) 79.58 two stars
Portland Opera (OR) 87.27 three stars
Choral Arts (DC) 86.24 three stars
The Atlanta Opera (GA) 90.04 four stars
Opera Theatre of Saint Louis (MO) 91.73 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,924,028
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $330,557
   Related Organizations $0
   Government Grants $95,047
Total Contributions $2,349,632
   Program Service Revenue $703,051
Total Primary Revenue $3,052,683
   Other Revenue $1,129,369
TOTAL REVENUE $4,182,052
   
EXPENSES  
   Program Expenses $2,590,497
   Administrative Expenses $366,539
   Fundraising Expenses $395,862
TOTAL FUNCTIONAL EXPENSES $3,352,898
   
Payments to Affiliates $0
Excess (or Deficit) for the year $829,154
   
Net Assets $5,859,375

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Performances $2,495,124 96.3%
Education $95,373 3.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-05 12/23/2020 79.58 two stars
2018-05 07/01/2019 87.27 three stars
2017-05 07/01/2018 89.39 three stars
2016-05 08/01/2017 89.16 three stars
2015-05 11/01/2016 94.69 four stars
2014-05 06/01/2016 92.16 four stars
 
CN 2.0
2014-05 10/01/2015 84.56 three stars
2013-05 11/01/2014 88.07 three stars
2012-05 09/01/2013 82.96 three stars
2011-05 08/01/2012 81.63 three stars
2010-05 09/20/2011 83.11 three stars
 
CN 1.0
2009-05 11/24/2010 77.91 two stars
2008-05 10/01/2009 91.49 four stars
2007-05 09/01/2008 96.48 four stars
2006-05 08/01/2007 91.14 four stars
2005-05 11/01/2006 88.03 three stars
2004-05 09/01/2005 92.79 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 99-0197758
Name in IRS Master File HAWAII OPERA THEATRE
NTEE Code A6A
NTEE Classification Opera
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (89) Singing society or group
(90) Cultural performances
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date June, 1980
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End May
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • May, 2018
  • May, 2017
  • May, 2016
  • May, 2015
  • May, 2014
Compensation % of Expenses Paid to Title
$11,250 0.33% Andrew Morgan Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Hawaii Opera Theatre (HI) 79.58 two stars
Michigan Opera Theatre (MI) 86.65 three stars
LA Opera (CA) 90.87 four stars
Lyric Opera of Kansas City (MO) 94.24 four stars
Boston Lyric Opera (MA) 89.26 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Hawaii Opera Theatre
848 South Beretania Street
Suite 301
Honolulu, HI 96813
tel: (808) 596-7372
fax: (808) 596-0379
EIN: 99-0197758

Visit Web Site

Board Leadership

Julia Frohlich Cherry
President

CEO

Andrew Morgan
General Director

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