2023-08-15T11:51:52-05:00 2022-09-30 431305800 UHY ADVISORS MO INC 1889 GEN GEORGE PATTON DR STE 200 FRANKLIN TN 37067 990 2021-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6155712776 901 BROADWAY 24030 NASHVILLE TN 37202 CAROLYN FAULKENBERRY CHIEF FINANCIAL OFFICER 6155712776 2023-08-15 1 CAROLYN FAULKENBERRY 999009999 W CRAIG BALLENTINE P00992231 6157505537 2023-08-09 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR PERRY WHITE 901 BROADWAY 24030 NASHVILLE TN 37202 4843916 0 X WWW.HARMONYFOUNDATION.ORG X 1959 WI TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 8 8 17 25 0 0 2115519 4359998 0 0 564438 272422 12547 49175 2692504 4681595 553030 844145 0 0 1008053 912036 0 0 541997 692920 518047 2254003 2274228 438501 2407367 5976223 7068421 515090 504411 5461133 6564010 X TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 0 0 381211 209264 CONNECT - RAISING AWARENESSTHE FOUNDATION'S CONNECT PROGRAM INVESTS IN AWARENESS, EDUCATION, AND SCHOLARSHIP OPPORTUNITIES FOR EDUCATORS, SINGERS, CHORAL DIRECTORS, AND COACHES. IT PROVIDES RESOURCE MATERIALS TO LOCAL COMMUNITIES OF SINGERS. THE CONNECT PROGRAM EDUCATES SINGER AND NON-SINGER POPULATIONS TO THE BENEFITS OF SINGING IN COMMUNITY HARMONY. BY CONNECTING PEOPLE WITH ONE ANOTHER, THE FOUNDATION IS ENCOURAGING ALL GENERATIONS FROM ALL BACKGROUNDS TO BREAK DOWN BARRIERS AND ACTIVELY ENGAGE WITH AND INCLUDE OTHERS IN AN ACTIVITY THAT CREATES HARMONY WITH THEIR VOICES, IN THEIR NEIGHBORHOODS, THEIR SCHOOLS, THEIR WORKPLACES, THEIR HOMES, AND THE WORLD. BY PROVIDING EDUCATIONAL (CONTINUED ON SCHEDULE O)OPPORTUNITIES, THE FOUNDATION ENCOURAGES PERPETUATION OF ARTS AND CULTURE IN COMMUNITIES ALONG WITH THE DISCIPLINES AND BENEFITS THAT FURTHER ENHANCE THE SKILLS, TECHNIQUES, AND KNOWLEDGE TO PROMOTE LIFELONG COMMUNITY SINGING. 390304 267173 ENRICH - RAISING HOPETHE FOUNDATION'S ENRICH PROGRAM PROVIDES OPPORTUNITIES FOR LIVES TO BE ENRICHED THROUGH SINGING - TO BOTH SINGERS AND NON-SINGERS - THROUGH PERFORMANCES, COMMUNITY ENGAGEMENTS, PROGRAMS AND EVENTS, CONVENTIONS, AND CELEBRATIONS. THE FOUNDATION SUPPORTS SHARING THE GIFT OF SINGING AS AN EXTRAORDINARY MEANS OF SELF-EXPRESSION AND SELF-ACTUALIZATION, MAKING LIVES MORE ENJOYABLE, SATISFYING, MEANINGFUL, AND PURPOSEFUL. INVESTMENTS IN THE ENRICH PROGRAM PROVIDE FINANCIAL AND OTHER SERVICES TO LOCAL COMMUNITIES OF SINGERS, BHS CHAPTERS, BHS DISTRICTS, AND OTHER ORGANIZATIONS TO ENCOURAGE SINGER AND AUDIENCE PARTICIPATION, AS WELL AS ADD VALUE TO COMMUNITY EVENTS WITH STAFF (CONTINUED ON SCHEDULE O)PARTICIPATION. THROUGH THE ENRICH PROGRAM, THE FOUNDATION DEMONSTRATES THAT SINGING TOGETHER CELEBRATES THE BEST OF TIMES, AND PROVIDES STRENGTH, HOPE, AND INSPIRATION TO PERSEVERE THROUGH THE WORST OF TIMES. 520152 367708 SING - RAISING VOICESTHE FOUNDATION'S SING PROGRAM INVESTS IN THE SINGING ART FORMS, WITH A SIGNIFICANT EMPHASIS ON FOUR-PART VOCAL "BARBERSHOP" HARMONY. THE FOUNDATION PROVIDES GRANT AND SCHOLARSHIP FUNDING FOR SINGING PARTICIPATION ACTIVITIES TO ENCOURAGE AND SUPPORT PROGRAMS THROUGHOUT THE COUNTRY THAT PROMOTE, DEVELOP, AND ADVANCE OPPORTUNITIES FOR LIFELONG SINGING TO PEOPLE OF ALL AGES AND BACKGROUNDS. 1291667 1 1 0 0 0 1 0 0 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 TN PA KS IL NY WI CO OH CA VA MN FL MD HI CT AL AK AZ AR DC GA KY LA ME MA MI MS MO NV NH NJ NM NC ND OK OR SC UT WA WV X X X THE ORGANIZATION 6155712776 901 BROADWAY 24030 NASHVILLE TN 37202 DR PERRY D WHITE EX OFFICIO, HFI PRESIDENT 50.00 X 161768 0 31159 CAROLYN FAULKENBERRY CFO 50.00 X 119388 0 9746 KENDALL WILLIAMS CHAIR 10.00 X X 0 0 0 CHRISTINA LEWELLEN VICE-CHAIR 6.00 X X 0 0 0 SHERRI MATTHEWS END 61 SECRETARY 6.00 X X 0 0 0 DONALD A LAURSEN TREASURER 10.00 X X 0 0 0 GARY PLAAG IMMEDIATE PAST CHAIR & SECRETARY 6.00 X X 0 0 0 DON LAMBERT TRUSTEE 6.00 X 0 0 0 LYNN WEAVER TRUSTEE 6.00 X 0 0 0 DEBBIE CLEVELAND TRUSTEE 2.00 X 0 0 0 DAN BELL TRUSTEE 6.00 X 0 0 0 281156 0 40905 2 0 1 0 0 351709 4008289 2801 4359998 168580 168580 266163 162321 103842 103842 103842 ADMINISTRATIVE FEES 900099 48631 48631 MISCELLANEOUS 900099 544 544 49175 4681595 49175 0 272422 844145 844145 280175 93841 53312 133022 461014 154412 87721 218881 116701 37487 20786 58428 54146 18092 9968 26086 180197 180197 20035 20035 29300 28453 847 93366 86983 6359 24 7060 2276 4784 37243 699 26149 10395 29902 1071 1334 27497 74423 13117 5772 55534 4238 4238 516 516 10490 10490 EDUCATION EXPENSE 11091 11091 DONOR RELATIONS 6871 6871 FACILITY AND EQUIPMENT 6148 5673 475 REGULATROY FILINGS 5790 5790 1377 1377 2274228 1291667 440564 541997 180297 398823 454662 60762 512004 2398485 72522 0 44372 46732 3099 516 0 2583 4112566 3542536 599800 618500 5976223 7068421 69025 279273 77605 66775 368460 158363 515090 504411 X 647774 417238 4813359 6146772 5461133 6564010 5976223 7068421 2407367 -1304490 0 X X 0 1 X 1 0 X 3006192 2466245 2170006 2115519 4359998 14117960 3006192 2466245 2170006 2115519 4359998 14117960 2002927 12115033 43893 93067 89787 129198 168580 524525 14642485 0.82740 0.96050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1200 18460 1 1 4067754 2597967 -1032068 146504 48631 5438518 3346675 116982 740450 101357 34996 4067754 2929057 78254 457950 108155 10431 3346675 2782964 134318 94823 69715 13333 2929057 2314481 381974 173433 50105 36819 2782964 1.00000 0 0 3099 516 2583 2583 CASH SURRENDER VALUE OF LIFE INSURANCE 221000 INTEREST IN CRUTS 397500 618500 X 3377105 -1304490 -1304490 4681595 0 4681595 2274228 0 2274228 0 2274228 PART V, LINE 4: THE FOUNDATION HAS ESTABLISHED SEVERAL ENDOWMENT FUNDS. DISTRIBUTIONS FROM THE GENERAL ENDOWMENT AND THE FOUNDATION'S PROGRAM-RESTRICTED ENDOWMENTS BENEFIT MUSIC/MUSIC EDUCATION, OUTREACH, SCHOLARSHIPS, OR YOUTH PROGRAMS. IN ADDITION, THE PROGRAM-RESTRICTED HERITAGE FUNDS BENEFIT PRESERVATION PROJECTS OF THE BARBERSHOP GENRE AND HISTORICAL COLLECTIONS. DISTRIBUTIONS FROM THE ASSOCIATES FUNDS PROVIDE GRANTS TO THE BARBERSHOP HARMONY SOCIETY CHAPTERS AND DISTRICTS OR OTHER ASSOCIATES OF THE FOUNDATION THAT ALIGN WITH THE FOUNDATION'S MISSION. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 ASSOCIATION OF INTERNATIONAL CHAMPIONS (AIC) C/O BOB DOWMA 1876 NOBLE ROAD ARDEN HILLS MN 551127808 391673284 501(C)(3) 130307 0 OUTREACH & EDUCATION BARBERSHOP HARMONY SOCIETY 110 7TH AVENUE N NASHVILLE TN 37203 390926339 501(C)(3) 22997 0 EDUCATION, SCHOLARSHIPS & PRESERVATION DC - A-000 CENTRAL STATES C/O LARRY WARRICK 2808 E 16TH ST APT 18 DES MOINES IA 50316 436051728 501(C)(3) 10149 0 ENRICH SINGING ORGANIZATIONS DC - A-048 KANSAS CITY C/O HARVEY SHAPIRO 1117 SW PACIFIC DRIVE LEES SUMMIT MO 64081 486144032 501(C)(3) 10019 0 ENRICH SINGING ORGANIZATIONS DC - B-000 DIXIE C/O LUIS MORALES 113 WHITE COLUMBUS DR KATHLEEN GA 31047 561207179 501(C)(3) 10516 0 ENRICH SINGING ORGANIZATIONS DC - C-000 EVERGREEN C/O DONALD THORN 33838 E RIVER DR 43 CRESWELL OR 97426 911151879 501(C)(3) 6179 0 ENRICH SINGING ORGANIZATIONS DC - C-022 SPOKANE CHAPTER - PAGES OF HARMONY C/O J THOMAS RAKES 3853 N JIMMY ST COUER DALENE ID 838156577 916058507 501(C)(3) 5998 0 ENRICH SINGING ORGANIZATIONS DC - C-059 TUALATIN VALLEY C/O GARY GALE 47665 NW DEER CT MANNING OR 97125 930636588 501(C)(3) 9036 0 ENRICH SINGING ORGANIZATIONS DC - D-000 FAR WESTERN DISTRICT C/O RICHARD OWEN 2209 TERRACE WAY BAKERSFIELD CA 933043555 956085839 501(C)(3) 27298 0 ENRICH SINGING ORGANIZATIONS DC - D-031 ALOHASOUNDS OF ALOHA CHORUS C/O GLENN CROWDER 2544 IPULEI WAY UNIT A HONOLULU HI 968163537 391675002 501(C)(3) 10295 0 ENRICH SINGING ORGANIZATIONS DC - D-117 LA JOLLA CHPT PACIFIC COAST HARMONY OF SPEBSQSA C/O JAMES SCHUMACHER TREASURER PO BOX 1484 RANCHO SANTA FE CA 92067 043678668 501(C)(3) 5360 0 ENRICH SINGING ORGANIZATIONS DC - E-000 ILLINOIS C/O JAMES WAGNER 1688 BEAR CUB LN AVON IN 461230104 366142802 501(C)(3) 12714 0 ENRICH SINGING ORGANIZATIONS DC - F-000 CARDINAL C/O JERRY TROXEL 7142 WILLOW POND DR NOBLESVILLE IN 46062 237045943 501(C)(3) 5747 0 ENRICH SINGING ORGANIZATIONS DC - G-000 JOHNNY APPLESEED C/O CHAD LULFS 16701 COUNTY RD Z NAPOLEON OH 435359509 237114002 501(C)(3) 11773 0 ENRICH SINGING ORGANIZATIONS DC - H-000 LAND O'LAKES C/O JACK EDGERTON 1804 CONANT ST STEVENS POINT WI 544815819 237033498 501(C)(3) 13452 0 ENRICH SINGING ORGANIZATIONS DC - I-000 PIONEER C/O CHRIS BERRY 4767 STADLER RD MONROE MI 48162 237041018 501(C)(3) 6982 0 ENRICH SINGING ORGANIZATIONS DC - I-011 GRAND RAPIDS C/O DARIN HODDE 3027 PERRY AVE SW WYOMING MI 49519 386111619 501(C)(3) 5530 0 ENRICH SINGING ORGANIZATIONS DC - J-000 MID-ATLANTIC DISTRICT C/O DAVID WELTER 3504 BROOKWOOD DR FAIRFAX VA 220301810 226079249 501(C)(3) 46607 0 ENRICH SINGING ORGANIZATIONS DC - J-036 HARRISBURG C/O ERNIE GIOVANNITTI 30 STRAWBERRY DR CARLISLE PA 170134439 236419854 501(C)(3) 9770 0 ENRICH SINGING ORGANIZATIONS DC - J-047 ALEXANDRIA HARMONIZERS C/O AL HERMAN 5569 16TH ST N ARLINGTON VA 222052749 546047426 501(C)(3) 5439 0 ENRICH SINGING ORGANIZATIONS DC - K-000 NORTHEASTERN DISTRICT C/O JOHN ENGLANDER 3 OWLS HEAD DR NASHUA NH 30630 046139578 501(C)(3) 29241 0 ENRICH SINGING ORGANIZATIONS DC - M-000 SENECA LAND C/O JAMES BARNETT 2 MORTON RD DEWITT NY 13214 166036099 501(C)(3) 7775 0 ENRICH SINGING ORGANIZATIONS DC - N-000 SOUTHWESTERN DISTRICT C/O DWAYNE COOPER 2612 GOLFVIEW DR MCKINNEY TX 75069 756030101 501(C)(3) 9744 0 ENRICH SINGING ORGANIZATIONS DC - P-000 SUNSHINE DISTRICT C/O DAVE KANNBERG 13948 SHEFFIELD CT WELLINGTON FL 334147658 596194988 501(C)(3) 11635 0 ENRICH SINGING ORGANIZATIONS DC - P-014 SARASOTA C/O SCOTT DUINK 1218 SEA PLUME WAY SARASOTA FL 34242 596155059 501(C)(3) 7693 0 ENRICH SINGING ORGANIZATIONS DC - P-037 CAPE CORAL C/O ALLAN ENGLER 9499 PALM ISLAND CIRCLE N FORT MYERS FL 33903 650371703 501(C)(3) 5408 0 ENRICH SINGING ORGANIZATIONS DC - Q-000 CAROLINA C/O TED LEINBACH 1738 VIRGINIA ROAD WINSTONSALEM NC 27104 271856516 501(C)(3) 8492 0 ENRICH SINGING ORGANIZATIONS DC - Q-056 UPSTATE SC CHPTPALMETTO STATESMEN C/O SCOTT SIMMONS 211 RESEDA DR GREENVILLE SC 29607 576027144 501(C)(3) 7504 0 ENRICH SINGING ORGANIZATIONS DC - S-000 ROCKY MOUNTAIN DISTRICT C/O ROBERT PLASS 5423 GLENDALE GULCH CIR BOULDER CO 803013537 742073627 501(C)(3) 23996 0 ENRICH SINGING ORGANIZATIONS DC - S-003 DENVER MILE HIGH C/O JOHN THOMAS PO BOX 22424 DENVER CO 80222 846044526 501(C)(3) 5172 0 ENRICH SINGING ORGANIZATIONS DC - S-004 LONGMONT C/O ROBERT PLASS 5423 GLENDALE GULCH CIR BOULDER CO 80301 846044865 501(C)(3) 7286 0 ENRICH SINGING ORGANIZATIONS PART I, LINE 2: CERTAIN GRANT RECIPIENTS SUBMIT A USE OF FUNDS REPORT DETAILING THE PROGRAM RESULTS INCLUDING THE NUMBER OF CONSTITUENTS SERVED, DIRECT AND INDIRECT COST, STRENGTH AND WEAKNESS ANALYSIS FOR EACH PROGRAM FUNDED. FOUNDATION STAFF ALSO ATTENDS VARIOUS PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS. X X X 0 0 0 0 0 0 0 0 0 DR PERRY D WHITE EX OFFICIO, HFI PRESIDENT 161768 0 0 0 0 0 18319 0 12840 0 192927 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A AT SEPTEMBER 30, 2022, THE ORGANIZATION'S BOARD OF TRUSTEES CONSISTED OF MEMBERS WHICH WERE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY. THESE ORGANIZATIONS HISTORICALLY HAVE BEEN CONSIDERED TO BE FINANCIALLY INTERRELATED. ON MARCH 22, 2020, ACTIONS WERE TAKEN THAT RESULTED IN A DISPUTE RELATED TO THE GOVERNANCE OF THE ORGANIZATION. THIS DISPUTE WAS RESOLVED SUBSEQUENT TO SEPTEMBER 30, 2022, AND HAD NO IMPACT ON THESE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 7B AT SEPTEMBER 30, 2022, THE ORGANIZATION'S BOARD OF TRUSTEES CONSISTED OF MEMBERS WHICH WERE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY. THESE ORGANIZATIONS HISTORICALLY HAVE BEEN CONSIDERED TO BE FINANCIALLY INTERRELATED. ON MARCH 22, 2020, ACTIONS WERE TAKEN THAT RESULTED IN A DISPUTE RELATED TO THE GOVERNANCE OF THE ORGANIZATION. THIS DISPUTE WAS RESOLVED SUBSEQUENT TO SEPTEMBER 30, 2022, AND HAD NO IMPACT ON THESE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY IS PROVIDED THE FORM 990 TO REVIEW PRIOR TO FILING. IN ADDITION, THE FORM 990 IS REVIEWED BY THE CFO, TREASURER, AND THE AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL TRUSTEES MUST REVIEW THE POLICY AND LIST ANY POTENTIAL CONFLICTS OF INTERESTS IF ANY AND SIGN OFF ON THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY A COMPENSATION STUDY PERFORMED BY THE BOARD CHAIR, WHICH IS LATER APPROVED BY THE BOARD MEMBERS. COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY A MARKET ANALYSIS OF WAGES AND THEN APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS REGARDING OVERSIGHT OF THE AUDIT, ITS FINANCIAL STATEMENTS, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR. DBA BARBERSHOP HARMONY SOCIETY 110 7TH AVENUE NORTH NASHVILLE TN 372033704 390926339 PRESERVATION OF THE OLD AMERICAN ART FORM OF BARBERSHOP QUARTET SINGING WI 501(C)(3) 509(A)(2) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DBA BARBERSHOP HARMONY SOCIETY B 22997 TRANSACTION AMOUNT