Ballet Hawaii FY2021 filing

Tax-deductible

Honolulu, HI501(c)(3)Since 1988EIN 99-0163014Revenue $1.2M in FY2021

On file with the IRSballethawaii.org650 Iwilei Road, 96817-5086 · Honolulu, HITax-exempt since Oct 1994Publicly supported — 509(a)(2)

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Ballet Hawaii's mission is to teach, present, produce, and promote dance in Hawaii.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$79K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $129K a year · 8% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$79K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
20 mo
of spending, in cash
Looks good: 20.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $82K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$370K
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
-26% vs prior year
Spent
$601K
To programs
84%
Net assets
$972K
By yearFY2020–FY2025
Revenue
$1.2M
FY2021▼ -26%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.2M
FY2022$1.9M
FY2023$1.7M
FY2024$2.0M
FY2025$2.0M
Expenses
$601K
FY2021▼ -60%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$601K
FY2022$1.3M
FY2023$1.8M
FY2024$2.1M
FY2025$2.2M
Net assets
$972K
FY2021▲ +170%
Tap a bar for its year
Net assets by fiscal year
FY2020$361K
FY2021$972K
FY2022$1.6M
FY2023$1.5M
FY2024$1.4M
FY2025$1.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $503K Management & general 11% · $68K Fundraising 5% · $30K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $79K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$57,702Pt VII · Sec A
Artistic Director
$20,986Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Richard Vida$125,000$4,500————
Pamela Taylor Tongg$100,000$100,000————
Pamela Taylor-Tongg——$100,000$35,005$20,986$72,300
Kimi Takazawa——$99,273$36,207——
John Parkinson———$75,623$57,702$75,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Ballet Hawaii executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Teaches, presents, produces, and promotes dance throughout Hawaii.

Questions for Ballet Hawaii

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Provided by the organization

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1 program · $503K · in their own filed words · FY2020
01

Ballet lessons provided to over 200 children and adults throughout the commmunity via online video due to PANDEMIC.BALLET hawaii produces and presents dance shows and performances to the honolulu community.

$503Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 9 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$414K
Fees for servicesLn 2g$389K
Other incomeLn 4–11$350K
Money outPt IX
$601K
Ln 25
Programscol B$503K
Managementcol C$68K
Fundraisingcol D$30K
Owns and owesPt X
$972K
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$1.3M
LiabilitiesLn 26$370K
PeoplePt VI, VII
23
listed · VII A
PaidVII A2
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$414K
Government grantsLn 1e$152K
Fundraising eventsLn 1c$525
Fees for servicesLn 2g$389K
Investment incomeLn 3$3K
Other incomeLn 4–11$350K
Gains on assetsLn 7$1K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$695K
SavingsLn 2$313K
Cash and savings togetherLn 1–2$1.0M
InvestmentsLn 11–13$102K
Land, buildings, equipmentLn 10c$198K
Other assetsLn 15$5K
Total assetsLn 16$1.3M
LiabilitiesLn 26$370K
Net assetsLn 32$972K
OperationsPt I, VI
EmployeesI 534
VolunteersI 690
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$387K$1.0M
InvestmentsLn 11–13$92K$102K
Land, buildings, equipmentLn 10c$299K$198K
Total assetsLn 16$828K$1.3M
LiabilitiesLn 26$467K$370K
Net assetsLn 32$361K$972K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$77K$66K$8K$4K
Other salaries and wagesLn 7$134K$114K$13K$7K
Other employee benefitsLn 9$27K$23K$3K$1K
Accounting feesLn 11c$9K$9K
Other fees for servicesLn 11g$923$785$92$46
Advertising and promotionLn 12$12K$10K$1K$603
Office expensesLn 13$53K$45K$5K$3K
OccupancyLn 16$102K$87K$10K$5K
Depreciation, depletion and amortizationLn 22$100K$85K$10K$5K
InsuranceLn 23$17K$14K$2K$845
Other expenses (24a–d)Ln 24$68K$58K$7K$3K
Total functional expensesLn 25$601K$503K$68K$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.0M$2.2M−$235K$1.2M 990 PDF
FY2024 $2.0M$2.1M−$114K$1.4M 990 PDF
FY2023 $1.7M$1.8M−$114K$1.5M 990 PDF
FY2022 $1.9M$1.3M$639K$1.6M 990 PDF
FY2021 Viewing $1.2M$601K$554K$972K 990 PDF
FY2020 $1.6M$1.5M$47K$361K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $1,154,633 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $572,529$413,511
I-9 Program service revenuePrior year $928,027$388,519
I-10 Investment incomePrior year $6,096$2,878
I-11 Other revenuePrior year $48,305$349,725
I-12 Total revenuePrior year $1,554,957$1,154,633
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $584,252$238,267
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $923,629$362,380
I-18 Total expensesPrior year $1,507,881$600,647
I-19 Revenue less expensesPrior year $47,076$553,986
Part VI · Governance 21 of 21 board members independent, 1 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,154,633 across 11 lines filed
Lines not itemized here account for $7,578 of total revenue; see the IRS return.
VIII-1c Fundraising events$525
VIII-1e Government grants$151,622
VIII-1f All other contributions, gifts and grants$261,364
VIII-1h Total contributions, gifts and grants$413,511
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $388,519$388,519
VIII-3 Investment incomeExcluded from tax $1,620$1,620
VIII-6 Net rental income or lossRelated to mission $91,701$91,701
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,258$1,258
VIII-8 Net income from fundraising eventsExcluded from tax $446$446
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $250,000$250,000
VIII-12 Total revenueRelated to mission $737,798 · Unrelated business $0 · Excluded from tax $3,324$1,154,633
Part IX · Statement of functional expenses $600,647 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $65,560 · Management $7,713 · Fundraising $3,856$77,129
IX-7 Other salaries and wagesPrograms $114,232 · Management $13,439 · Fundraising $6,720$134,391
IX-9 Other employee benefitsPrograms $22,735 · Management $2,675 · Fundraising $1,337$26,747
IX-11c Accounting feesManagement $8,623$8,623
IX-11g Other fees for servicesPrograms $785 · Management $92 · Fundraising $46$923
IX-12 Advertising and promotionPrograms $10,252 · Management $1,206 · Fundraising $603$12,061
IX-13 Office expensesPrograms $44,844 · Management $5,277 · Fundraising $2,638$52,759
IX-16 OccupancyPrograms $87,113 · Management $10,249 · Fundraising $5,124$102,486
IX-22 Depreciation, depletion and amortizationPrograms $85,411 · Management $10,049 · Fundraising $5,024$100,484
IX-23 InsurancePrograms $14,359 · Management $1,689 · Fundraising $845$16,893
IX-24 Other expenses (24a–d)Programs $57,929 · Management $6,815 · Fundraising $3,407$68,151
IX-25 Total functional expensesPrograms $503,220 · Management $67,827 · Fundraising $29,600$600,647
Part X · Balance sheet $1,342,747 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $385,757$694,689
X-2 Savings and temporary cash investmentsStart of year $1,205$313,023
X-4 Accounts receivableStart of year $84$0
X-8 Inventories for sale or useStart of year $29,560$29,560
X-9 Prepaid expenses and deferred chargesStart of year $3,763$193
X-10c Land, buildings and equipment, netStart of year $298,820$198,336
X-11 Publicly traded securitiesStart of year $91,787$101,542
X-15 Other assetsStart of year $16,735$5,404
X-16 Total assetsStart of year $827,711$1,342,747
X-17 Accounts payable and accrued expensesStart of year $46,285$54,525
X-19 Deferred revenueStart of year $65,385$0
X-24 Unsecured notes and loans payableStart of year $308,500$315,924
X-25 Other liabilitiesStart of year $2,100$0
X-26 Total liabilitiesStart of year $467,052$370,449
X-27 Net assets without donor restrictionsStart of year $360,659$972,298
X-32 Total net assets or fund balancesStart of year $360,659$972,298
X-33 Total liabilities and net assetsStart of year $827,711$1,342,747
Part XI · Reconciliation of net assets $972,298 net assets at year end
XI-1 Total revenue$1,154,633
XI-2 Total expenses$600,647
XI-3 Revenue less expenses$553,986
XI-4 Net assets at start of year$360,659
XI-5 Net unrealized gains (losses) on investments$7,653
XI-9 Other changes in net assets$50,000
XI-10 Net assets at end of year$972,298

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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