2022-03-20T10:57:28-05:00 2021-09-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2020-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6155712776 901 BROADWAY 24030 NASHVILLE TN 37202 CAROLYN FAULKENBERRY CHIEF FINANCIAL OFFICER 6155233041 2022-03-18 1 CAROLYN FAULKENBERRY 999009999 KEN YOUNGSTEAD P00320901 6152427351 2022-03-18 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR PERRY WHITE 901 BROADWAY 24030 NASHVILLE TN 37202 4755777 0 X WWW.HARMONYFOUNDATION.ORG X 1959 WI TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 9 9 13 25 0 0 2170006 2115519 1444 0 133454 564438 1031 12547 2305935 2692504 796290 553030 0 0 1151572 1008053 0 0 416315 505071 692920 2452933 2254003 -146998 438501 5324425 5976223 529091 515090 4795334 5461133 X TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 0 0 102240 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 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. 691638 285575 12547 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 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. 496623 267455 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. 1290501 1 1 0 0 0 1 0 0 0 1 0 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 1 0 0 0 0 1 0 0 0 1 25 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 THE ORGANIZATION 6155712776 901 BROADWAY 24030 NASHVILLE TN 37202 DEBBIE CLEVELAND TRUSTEE 2.00 X 0 0 0 DON LAMBERT TRUSTEE 6.00 X 0 0 0 SHERRI MATTHEWS SECRETARY 6.00 X X 0 0 0 MIKE MOISIO END 1220 TRUSTEE 0.00 X 0 0 0 KENDALL WILLIAMS CHAIR 10.00 X X 0 0 0 DONALD A LAURSEN TREASURER 10.00 X X 0 0 0 LYNN WEAVER TRUSTEE 6.00 X 0 0 0 GARY PLAAG IMMEDIATE PAST CHAIR 6.00 X X 0 0 0 DAN BELL TRUSTEE 6.00 X 0 0 0 CHRISTINA LEWELLEN BEG 521 VICE-CHAIR 6.00 X X 0 0 0 DR PERRY D WHITE EX OFFICIO, HFI PRESIDENT 50.00 X 154549 0 29981 CAROLYN FAULKENBERRY CFO 50.00 X 118670 0 14594 273219 0 44575 2 0 1 0 501 STUDIOS 112 WINDSWEPT DR NE CLEVELAND TN 37312 FILMING/PRODUCTION SERVICES 104062 1 384269 1731250 112317 2115519 129198 129198 2498513 2063273 435240 435240 435240 401K FORFEITURES USED 900099 9707 9707 MISCELLANEOUS 900099 2840 2840 12547 2692504 12547 0 564438 553030 553030 325632 130253 114397 80982 541457 277253 50460 213744 29913 15814 3350 10749 48894 22247 5916 20731 62157 29138 11611 21408 233976 233976 21855 21855 28380 28380 61908 56400 5508 12568 550 12018 56107 948 17612 37547 16045 5902 10143 10696 10696 OUTREACH, EDUCATION, PA 198940 198940 CREDIT CARD AND OTHER F 36441 35965 476 REGULATORY LEGAL FILING 5311 5311 CULTIVATION, STEWARDSHI 4705 4705 5988 26 2150 3812 2254003 1290501 547187 416315 103093 180297 467757 454662 767112 512004 72522 57955 44372 3353008 4112566 575500 599800 5324425 5976223 80357 69025 69109 77605 379625 368460 529091 515090 X 632614 647774 4162720 4813359 4795334 5461133 5324425 5976223 438501 227298 0 X X 0 1 X 1 0 X 2527499 3006192 2466245 2170006 2115519 12285461 2527499 3006192 2466245 2170006 2115519 12285461 99178 12186283 46160 43893 93067 89787 129198 402105 12687566 18325 0.96050 0.97240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1150 26646 1 1 3346675 116982 740450 101357 34996 4067754 2929057 78254 457950 108155 10431 3346675 2782964 134318 94823 69715 13333 2929057 2314481 381974 173433 50105 36819 2782964 1935312 167600 260329 39745 9015 2314481 1.00000 0 0 0 CASH SURRENDER VALUE OF LIFE INSURANCE 208000 INTEREST IN CRUTS 391800 599800 X 3061715 227298 180000 407298 2654417 28380 9707 38087 2692504 2395916 180000 -9707 170293 2225623 28380 28380 2254003 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: 401K FORFEITURES USED 9,707. PART XII, LINE 2D - OTHER ADJUSTMENTS: 401K FORFEITURES USED -9,707. 1 501 STUDIOS 112 WINDSWEPT DR NE CLEVELAND TN 37312 721560121 7000 MUSIC EDUCATION GRANT ASSOCIATION OF INTERNATIONAL CHAMPIONS (AIC) 1876 NOBLE ROAD ARDEN HILLS MN 551127808 391673284 501(C)(3) 109507 MUSIC OUTREACH GRANT BARBERSHOP HARMONY SOCIETY 110 7TH AVENUE N NASHVILLE TN 37203 390926339 501(C)(3) 7629 MUSIC EDUCATION AND SPEBSQSA PRESERVATION DC - A-000 CENTRAL STATES 2603 LYNNER DRIVE DES MOINES IA 503105834 436051728 501(C)(3) 5372 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - B-000 DIXIE 1252 BRENTWOOD HIGHLANDS DR NASHVILLE TN 37211 561207179 501(C)(3) 9490 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - D-000 FAR WESTERN DISTRICT 2209 TERRACE WAY BAKERSFIELD CA 933043555 956085839 501(C)(3) 22840 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - D-046 GREATER LOS ANGELESMASTERS OF HARMONY 1121 VISTA WAY OCEANSIDE CA 92054 363398473 501(C)(3) 25383 CHAPTER PROGRAMS AND SUPPORT DC - G-000 JOHNNY APPLESEED 16701 COUNTY RD Z NAPOLEON OH 435359509 237114002 501(C)(3) 10156 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - H-000 LAND O'LAKES 1804 CONANT ST STEVENS POINT WI 544815819 237033498 501(C)(3) 6184 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - I-000 PIONEER 4767 STADLER RD MONROE MI 48162 237041018 501(C)(3) 6089 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - J-000 MID-ATLANTIC DISTRICT 3504 BROOKWOOD DR FAIRFAX VA 220301810 226079249 501(C)(3) 21996 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - J-047 ALEXANDRIA HARMONIZERS 5569 16TH ST N ARLINGTON VA 222052749 546047426 501(C)(3) 6703 CHAPTER PROGRAMS AND SUPPORT DC - M-000 SENECA LAND 2 MORTON RD DEWITT NY 13214 166036099 501(C)(3) 6313 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - N-000 SOUTHWESTERN DISTRICT 2612 GOLFVIEW DR MCKINNEY TX 75069 756030101 501(C)(3) 6299 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - P-000 SUNSHINE DISTRICT 13948 SHEFFIELD CT WELLINGTON FL 334147658 596194988 501(C)(3) 37861 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - Q-000 CAROLINA 1738 VIRGINIA ROAD WINSTONSALEM NC 27104 271856516 501(C)(3) 5178 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - S-000 ROCKY MOUNTAIN 5423 GLENDALE GULCH CIR BOULDER CO 803013537 742073627 501(C)(3) 19171 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT DC - S-003 DENVER MILE HIGH 3890 E 127TH AVENUE THORNTON CO 80241 846044526 501(C)(3) 8251 CHAPTER PROGRAMS AND SUPPORT CORONET CLUB 3259 N CLIFTON AVE FLOOR 2 CHICAGO IL 606573318 731012761 501(C)(3) 19457 MUSIC EDUCATION SCHOLORSHIP GRANTS DC - C-022 SPOKANE CHAPTER - PAGES OF HARMONY 16086 N PINEWOOD WAY HAYDEN ID 838359392 916058507 501(C)(3) 5448 CHAPTER PROGRAMS AND SUPPORT DC - D-117 LA JOLLA CHPT PACIFIC COAST HARMONY OF SPEBSQSA PO BOX 1484 RANCHO SANTA FE CA 92067 043678668 501(C)(3) 9224 CHAPTER PROGRAMS AND SUPPORT DC - K-000 NORTHEASTERN DISTRICT 3 OWLS HEAD DR NASHUA NH 03063 046139578 501(C)(3) 8885 DISTRICT/LOCAL MUSIC PROGRAMS AND SUPPORT 21 1 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 X 0 0 0 0 0 0 0 0 0 DR PERRY D WHITE EX OFFICIO, HFI PRESIDENT 154549 0 0 0 0 0 0 0 29981 0 184530 0 0 0 X 5 112317 SELLING PRICE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD OF TRUSTEES CONSISTS OF MEMBERS WHICH WERE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY AND THE ORGANIZATIONS HISTORICALLY HAVE BEEN CONSIDERED TO BE FINANCIALLY INTERRELATED. ON MARCH 22, 2020, ACTIONS WERE TAKEN THAT RESULTED IN AN ONGOING DISPUTE RELATED TO THE GOVERNANCE OF THE FOUNDATION. THE RESOLUTION OF THE DISAGREEMENT COULD IMPACT WHETHER THE FOUNDATION IS CONSIDERED FINANCIALLY INTERRELATED WITH THE BARBERSHOP HARMONY SOCIETY IN THE FUTURE. FORM 990, PART VI, SECTION A, LINE 7B THE FOUNDATION'S BOARD OF TRUSTEES CONSISTES OF MEMBERS WHICH WERE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY AND THE ORGANIZATIONS HISTORICALLY HAVE BEEN CONSIDERED TO BE FINANCIALLY INTERRELATED. ON MARCH 22, 2020, ACTIONS WERE TAKEN THAT RESULTED IN AN ONGOING DISPUTE RELATED TO THE GOVERNANCE OF THE FOUNDATION. THE RESOLUTION OF THE DISAGREEMENT COULD IMPACT WHETHER THE FOUNDATION IS CONSIDERED FINANCIALLY INTERRELATED WITH THE BARBERSHOP HARMONY SOCIETY IN THE FUTURE. 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. SOCIETY FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTET 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