2023-11-15T12:20:11-06:00 2022-12-31 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2022-01-01 990073491 HAWAIIAN MISSION CHILDREN'S SOCIETY HAWA 8084473910 553 SOUTH KING STREET HONOLULU HI 96813 PATRICIA MORGAN PRESIDENT 8084473910 2023-11-15 1 PATRICIA MORGAN 999009999 0 RODNEY M HARANO P00389596 8085311040 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HAWAIIAN MISSION HOUSES HISTORIC SITE AND ARCHIVES RALPH KAM 553 SOUTH KING STREET HONOLULU HI 96813 2115719 0 X WWW.MISSIONHOUSES.ORG X 1852 HI TO PROVIDE EDUCATIONAL PROGRAMS THAT CONNECT HAWAII'S HISTORY FROM THE 19TH CENTURY TO THE PRESENT. 19 19 18 143 0 0 786812 594817 61005 104195 524033 164512 103491 148332 1475341 1011856 0 0 0 0 623696 713007 0 0 12781 511966 591781 1135662 1304788 339679 -292932 7756076 6557433 237096 119006 7518980 6438427 X HAWAIIAN MISSION HOUSES HISTORIC SITE AND ARCHIVES PRESERVES THE HERITAGE AND INTERPRETS THE STORIES OF THE AMERICAN PROTESTANT MISSIONARIES, THEIR DESCENDANTS, AND THEIR RELATIONSHIPS WITH THE PEOPLE AND CULTURES OF HAWAI`I, CONNECTING WITH CONTEMPORARY LIFE, AND ENCOURAGING A DEEPER UNDERSTANDING AND APPRECIATION OF THE COMPLEX HISTORY OF HAWAII. 0 0 878356 120364 LECTURES, DEMONSTRATIONS, AND OTHER METHODS. THE ORGANIZATION CONTINUES TO PROVIDE HISTORY THEATER PROGRAMMING, BOTH LIVE AND VIRTUAL. LIVE PROGRAMS WERE PRESENTED ON OAHU AND MAUI. A NEW LIVE PROGRAM "ARCHIVES UNCORKED" WAS INITIATED IN 2022 INVOLVING THEMED SPECIALLY CURATED OBJECTS AND ARCHIVAL DOCUMENTS, ALONG WITH VERBAL EXPLANATORY PRESENTATIONS ABOUT THE DISPLAYED ITEMS AND THEIR RELEVANCE TO THE PARTICULAR TIME PERIOD. THE VIRTUAL PROGRAM, "ARCHIVES AND INQUIRY" WAS STARTED IN 2020 AND CONTINUES BIMONTHLY WITH GUEST EXPERTS MAKING PRESENTATIONS AND HOSTING A Q & A AFTERWARDS. THERE ARE ALSO ONGOING TRADITIONAL CRAFTING SESSIONS, SUCH AS LAUHALA WEAVING, THROUGHOUT THE YEAR. THE ONSITE EDUCATIONAL TOURS FOR ELEMENTARY CHILDREN ALSO INCLUDE BOTH A TRADITIONAL CRAFTING COMPONENT (CANDLE MAKING) AND A GAME COMPONENT USING PERIOD APPROPRIATE TOYS. 878356 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 23 0 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X RALPH KAM 8084473911 553 SOUTH KING STREET HONOLULU HI 96813 PATRICIA MORGAN PRESIDENT 16.00 X X 0 0 0 LUCY ALEXANDER VICE PRESIDENT 2.00 X X 0 0 0 LAUREL HUSAIN TREASURER 2.00 X X 0 0 0 WENDY RICE PETERSON SECRETARY 1.00 X X 0 0 0 HAU'OLI AKAKA DIRECTOR 1.00 X 0 0 0 DOUG ASKMAN DIRECTOR 1.00 X 0 0 0 MARY BALDING DIRECTOR 1.00 X 0 0 0 CHRISTOPHER COOK DIRECTOR 1.00 X 0 0 0 JULIETTE M COOKE DIRECTOR 1.00 X 0 0 0 HAILAMA FARDEN DIRECTOR 1.00 X 0 0 0 PATRICIA SALISBURY GODFREY DIRECTOR 1.00 X 0 0 0 LUCY GOSPODNETICH DIRECTOR 1.00 X 0 0 0 JAMES HUNNEWELL JR DIRECTOR 1.00 X 0 0 0 MARLYMAN-MERSEREAU DIRECTOR 1.00 X 0 0 0 E KALIKOALOHA MARTIN JR DIRECTOR 1.00 X 0 0 0 PAUL F MORGAN DIRECTOR 1.00 X 0 0 0 SARAH M RICHARDS DIRECTOR 1.00 X 0 0 0 PUCHI ROMIG DIRECTOR 1.00 X 0 0 0 MARY SCHLINK DIRECTOR 1.00 X 0 0 0 CURTIS H SHARP DIRECTOR 1.00 X 0 0 0 MOLLY SUMMERS DIRECTOR 1.00 X 0 0 0 LISA L CHOW EXECUTIVE DIRECTOR TEAM 40.00 X 68551 0 4071 ELIZABETH LENTZ HILL EXECUTIVE DIRECTOR TEAM 40.00 X 68649 0 919 ELIZABETH POOLOA EXECUTIVE DIRECTOR TEAM 40.00 X 70550 0 2559 207750 0 7549 0 0 0 0 0 19278 16048 80409 479082 97464 594817 EVENTS/PUBLIC PROGRAMS 611710 74654 74654 ADMISSIONS 611710 29541 29541 104195 68151 68151 52143 0 52143 52143 52143 1117752 1021391 96361 96361 96361 126915 16048 46895 80020 80020 50582 35577 15005 15005 OTHER INCOME 900099 1164 1164 1164 1011856 120364 0 296675 215299 156511 51938 6850 371033 327117 43916 5918 4387 1391 140 74048 53686 18512 1850 46709 41760 4264 685 2919 2919 92919 92919 36952 36952 117749 94400 23349 12503 11253 1250 21416 14992 5717 707 2775 1804 694 277 96042 49420 46622 7353 4496 2857 97502 61423 36079 35094 35094 PROGRAM EXPENSES 40318 36959 3094 265 DUES & MEMBERSHIPS 12890 10264 2626 FEES 10591 7323 2511 757 REPAIRS AND MAINTENANCE 4754 2557 2197 4 4 1304788 878356 413651 12781 203614 71389 240954 78218 21672 71053 14944 50412 89444 82218 18229 17897 3415771 2095951 1376291 1319820 3885390 3324362 1905538 1542064 7756076 6557433 82190 119006 154906 237096 119006 X 5787912 4749852 1731068 1688575 7518980 6438427 7756076 6557433 X -292932 -568672 195883 -414832 X 0 1 X 1 0 X 750371 402863 831006 786812 497353 3268405 750371 402863 831006 786812 497353 3268405 156548 3111857 120045 135474 104724 344706 120294 825243 876 1164 2040 4095688 1013583 0.75980 0.72000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 876. 2022 AMOUNT: $ 1,164. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 1279747 47794 1231953 1780599 500852 1279747 1751980 28619 1780599 1520743 304195 72958 1751980 1713934 -121081 72110 1520743 1.00000 0 0 5 5 2888603 1642058 1246545 449577 453893 -4316 77586 77586 1319820 INTERESTS IN PERPETUAL TRUSTS 1490064 DEPOSIT 52000 1542064 X 1058751 46895 46895 1011856 0 1011856 1314729 0 1314729 36954 -46895 -9941 1304788 PART III, LINE 1A: THE HISTORICAL COLLECTION CONSISTS OF DOCUMENTS AND ARTIFACTS HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTION IS CONTINUOUSLY CATALOGUED, PRESERVED, AND CARED FOR. THE ITEMS IN THE COLLECTION, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS BECAUSE THEY HAVE NO ALTERNATIVE USES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE PERIOD IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THEY ARE PURCHASED WITH DONOR-RESTRICTED FUNDS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS, IF ANY, FROM THE DISPOSITION OF COLLECTION ITEMS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS INCLUDE THREE OF HAWAII'S OLDEST REMAINING STRUCTURES ON THE ORIGINAL ONE-ACRE SITE WHICH SERVED AS THE HEADQUARTERS FOR AN EXTENSIVE NETWORK OF MISSION STATIONS, SCHOOLS AND CHURCHES THROUGHOUT THE ISLANDS; THE ADJACENT MISSION CEMETERY; THE MUSEUM COLLECTION OF MORE THAN 3,000 WESTERN AND POLYNESIAN ARTIFACTS (FURNITURE AND DOMESTIC ARTIFACTS), TEXTILES; PERSONAL ARTIFACTS, TOOLS AND EQUIPMENT, COMMUNICATION AND RECREATION ARTIFACTS AND ART OBJECTS; THE RESEARCH LIBRARY COLLECTION OF 12,000 BOOKS AND PAMPHLETS, 250 LINEAR FEET OF MANUSCRIPTS, PHOTOGRAPHS, ART-ON-PAPER AND MICROFILM. THE HOUSES, A NATIONAL HISTORIC LANDMARK, INCLUDE: THE 1821 FRAME HOUSE, NOW HAWAII'S OLDEST HOUSE (ITS PRE-CUT FRAME WAS SHIPPED FROM BOSTON IN 1820); THE 1831 CHAMBERLAIN HOUSE, HAWAII'S SECOND OLDEST HOUSE (BUILT OF OVER 3,000 HAND-HEWN CORAL BLOCKS TO HOUSE THE MISSION'S GOODS AND SUPPLIES); AND THE 1841 ANNEX WHICH NOW SERVES AS THE CENTER FOR THE INTERPRETATION OF EARLY HAWAIIAN LANGUAGE PRINTING IN HAWAII. PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS IS TO CONTINUE THE PROGRAMS OF THE ORGANIZATION. PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE SOCIETY'S TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021 AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 46,895. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -46,895. HUAKAI 142963 16048 126915 2809 23229 1400 19457 142963 16048 126915 2809 23229 1400 19457 46895 80020 X 9 X 1 97464 MARKET VALUE X 6 0 0 0 0 PART I, COLUMN (B): LINES 2 AND 22 - THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. LINE 9 - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 33: THE HISTORICAL COLLECTION CONSISTS OF DOCUMENTS AND ARTIFACTS HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTION IS CONTINUOUSLY CATALOGUED, PRESERVED, AND CARED FOR. THE ITEMS IN THE COLLECTION, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS BECAUSE THEY HAVE NO ALTERNATIVE USES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE PERIOD IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THEY ARE PURCHASED WITH DONOR-RESTRICTED FUNDS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS, IF ANY, FROM THE DISPOSITION OF COLLECTION ITEMS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS A CLASS OF MEMBERS KNOWN AS ENROLLED MEMBERS. THEY ARE EMPOWERED TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE RIGHT TO APPROVE CHANGES TO THE BYLAWS IS RESERVED TO THE ENROLLED MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR/TEAM REVIEW THE DRAFT FORM 990 IN DETAIL AND MEET WITH THE BOARD OF TRUSTEES' FINANCE COMMITTEE TO DISCUSS THE DRAFT FORM 990 AND ANY QUESTIONS THAT ALL PARTIES MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE EXECUTIVE DIRECTOR/TEAM AND TREASURER ARE RESPONSIBLE FOR MONITORING AND ENFORCING THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S AND/OR EXECUTIVE TEAM'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS USING COMPARABILITY DATA OF SIMILAR POSITIONS IN THE SAME STATE. IT IS DOCUMENTED IN A "PERSONNEL FORM" THAT IS SIGNED BY THE PRESIDENT OF THE BOARD. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PERPETUAL TRUST - CHANGE IN INTEREST -414,832.