HARMONY FOUNDATION INTERNATIONAL IN C: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARMONY FOUNDATION INTERNATIONAL IN C (EIN 39-6073041)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-05
- IRS object ID
- 202510369349301811
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-05T18:21:00-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431305800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MIDWEST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1889 GEN GEORGE PATTON DR STE 200 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396073041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARMONY FOUNDATION INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARM | BusinessNameControlTxt |
| Phone | 6155712776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 BROADWAY 24030 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR PERRY WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6155712776 | PhoneNum |
| Signature | 2025-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W CRAIG BALLENTINE | PreparerPersonNm |
| PTIN | P00992231 | PTIN |
| Phone | 6157505537 | PhoneNum |
| Preparation | 2025-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR PERRY WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 BROADWAY 24030 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,830,355 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARMONYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,495,546 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,964,057 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $144,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $208,137 | PYInvestmentIncomeAmt |
| CY Investment Income | $260,804 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,432 | PYOtherRevenueAmt |
| CY Other Revenue | $16,853 | CYOtherRevenueAmt |
| PY Total Revenue | $1,896,115 | PYTotalRevenueAmt |
| CY Total Revenue | $2,385,714 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,830,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $524,578 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $857,494 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $910,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $568,051 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $623,294 | PYOtherExpensesAmt |
| CY Other Expenses | $479,929 | CYOtherExpensesAmt |
| PY Total Expenses | $3,310,788 | PYTotalExpensesAmt |
| CY Total Expenses | $1,914,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,414,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $471,082 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,216,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,333,212 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,721,971 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,396,384 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,494,400 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,936,828 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $312,992 | ExpenseAmt |
| Grant | $189,072 | GrantAmt |
| Revenue | $53,618 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $508,240 | ExpenseAmt |
| Grant | $267,044 | GrantAmt |
| Revenue | $53,618 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $176,124 | ExpenseAmt |
| Grant | $68,462 | GrantAmt |
| Revenue | $53,617 | RevenueAmt |
| Desc | SING. - RAISING VOICESTHE FOUNDATION'S SING PROGRAM INVESTS IN THE SINGING ART FORM, 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $997,356 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARMONY FOUNDATION INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6155712776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 BROADWAY 24030 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| KENDALL WILLIAMS | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA LEWELLEN | |||||||
| VICE-CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DONALD A LAURSEN | |||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARY PLAAG | |||||||
| SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYNN WEAVER | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY BOMBACK | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY BYLSMA | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| NOAH FUNDERBURG | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SKIPP KROPP | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MILLS | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL ROSICA | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN DENINO | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL COLOSIMO | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PERRY D WHITE | |||||||
| HFI PRESIDENT AND CEO | 50.00 | Yes (X) | $162,190 | $0 | $0 | ||
| CAROLYN FAULKENBERRY | |||||||
| CFO | 50.00 | $110,362 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $272,552 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,964,057 | AllOtherContributionsAmt |
| Total Contributions | $1,964,057 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $144,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $144,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,550 | TotalRevenueColumnAmt |
| Exclusion | $130,550 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $574,895 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $444,641 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,254 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,254 | TotalRevenueColumnAmt |
| Exclusion | $130,254 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | $16,553 | $16,553 |
| MISCELLANEOUS | 900099 | $300 | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,853 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,385,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,853 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $260,804 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,578 | TotalAmt |
| Program Services | $524,578 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,263 | TotalAmt |
| Program Services | $83,675 | ProgramServicesAmt |
| Management And General | $48,504 | ManagementAndGeneralAmt |
| Fundraising | $123,084 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,958 | TotalAmt |
| Program Services | $157,002 | ProgramServicesAmt |
| Management And General | $91,009 | ManagementAndGeneralAmt |
| Fundraising | $230,947 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,722 | TotalAmt |
| Program Services | $39,569 | ProgramServicesAmt |
| Management And General | $22,482 | ManagementAndGeneralAmt |
| Fundraising | $59,671 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,182 | TotalAmt |
| Program Services | $18,034 | ProgramServicesAmt |
| Management And General | $9,421 | ManagementAndGeneralAmt |
| Fundraising | $26,727 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092 | TotalAmt |
| Program Services | $597 | ProgramServicesAmt |
| Management And General | $445 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,599 | TotalAmt |
| Program Services | $43,003 | ProgramServicesAmt |
| Management And General | $32,024 | ManagementAndGeneralAmt |
| Fundraising | $3,572 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,296 | TotalAmt |
| Program Services | $19,311 | ProgramServicesAmt |
| Management And General | $14,381 | ManagementAndGeneralAmt |
| Fundraising | $1,604 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,519 | TotalAmt |
| Program Services | $51,713 | ProgramServicesAmt |
| Management And General | $38,511 | ManagementAndGeneralAmt |
| Fundraising | $4,295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960 | TotalAmt |
| Program Services | $960 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,237 | TotalAmt |
| Program Services | $606 | ProgramServicesAmt |
| Management And General | $5,309 | ManagementAndGeneralAmt |
| Fundraising | $14,322 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,717 | TotalAmt |
| Management And General | $9,368 | ManagementAndGeneralAmt |
| Fundraising | $8,349 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,722 | TotalAmt |
| Management And General | $5,233 | ManagementAndGeneralAmt |
| Fundraising | $489 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,811 | TotalAmt |
| Program Services | $16,781 | ProgramServicesAmt |
| Management And General | $7,729 | ManagementAndGeneralAmt |
| Fundraising | $80,301 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,881 | TotalAmt |
| Management And General | $4,881 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466 | TotalAmt |
| Management And General | $1,466 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,079 | TotalAmt |
| Management And General | $19,079 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CREDIT CARD PROCESSING | $33,344 | $2 | $33,342 | |
| EDUCATION EXPENSES | $24,972 | $24,972 | ||
| ENDOWMENT FUND | $16,553 | $16,553 | ||
| DONOR RELATIONS | $14,640 | $14,640 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,041 | TotalAmt |
| Management And General | $6,041 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,914,632 | TotalAmt |
| Program Services | $997,356 | ProgramServicesAmt |
| Management And General | $349,225 | ManagementAndGeneralAmt |
| Fundraising | $568,051 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,423 | BOYAmt |
| EOY | $141,065 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,607 | BOYAmt |
| EOY | $16,550 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,885 | BOYAmt |
| EOY | $864,809 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,126 | BOYAmt |
| EOY | $20,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,431 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,015 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550 | BOYAmt |
| EOY | $2,416 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,688,280 | BOYAmt |
| EOY | $6,637,498 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,500 | BOYAmt |
| EOY | $650,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,216,371 | BOYAmt |
| EOY | $8,333,212 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,098 | BOYAmt |
| EOY | $107,311 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,371,045 | BOYAmt |
| EOY | $1,136,677 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,828 | BOYAmt |
| EOY | $152,396 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,721,971 | BOYAmt |
| EOY | $1,396,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$855,028 | BOYAmt |
| EOY | -$591,400 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,349,428 | BOYAmt |
| EOY | $7,528,228 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,494,400 | BOYAmt |
| EOY | $6,936,828 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,216,371 | BOYAmt |
| EOY | $8,333,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $471,082 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $971,346 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,170,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,115,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,359,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,495,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,964,057 | CurrentTaxYearAmt |
| Total | $12,105,087 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,170,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,115,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,359,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,495,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,964,057 | CurrentTaxYearAmt |
| Total | $12,105,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,061,917 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,043,170 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,804 | CurrentTaxYearAmt |
| Total | $773,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,878,857 | TotalSupportAmt |
| Public Support CY170 | 0.77980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,717,371 | BeginningYearBalanceAmt |
| Contributions | $72,790 | ContributionsAmt |
| Investment Earnings Or Losses | $1,214,596 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $244,362 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $51,071 | AdministrativeExpensesAmt |
| End Year Balance | $6,709,324 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,438,518 | BeginningYearBalanceAmt |
| Contributions | $27,276 | ContributionsAmt |
| Investment Earnings Or Losses | $509,483 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $151,974 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $105,932 | AdministrativeExpensesAmt |
| End Year Balance | $5,717,371 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,067,754 | BeginningYearBalanceAmt |
| Contributions | $2,597,967 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,032,068 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $146,504 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $48,631 | AdministrativeExpensesAmt |
| End Year Balance | $5,438,518 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,346,675 | BeginningYearBalanceAmt |
| Contributions | $116,982 | ContributionsAmt |
| Investment Earnings Or Losses | $740,450 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $101,357 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $34,996 | AdministrativeExpensesAmt |
| End Year Balance | $4,067,754 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,929,057 | BeginningYearBalanceAmt |
| Contributions | $78,254 | ContributionsAmt |
| Investment Earnings Or Losses | $457,950 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,155 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,431 | AdministrativeExpensesAmt |
| End Year Balance | $3,346,675 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,015 | DepreciationAmt |
| Book Value | $2,416 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,416 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $241,000 |
| INTEREST IN CRUTS | $409,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $650,300 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,357,060 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $971,346 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $971,346 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,385,714 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,385,714 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,914,632 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,914,632 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,914,632 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, THE BARBERSHOP HARMONY SOCIETY CHAPTERS AND DISTRICTS OR OTHER ASSOCIATES OF THE FOUNDATION THAT ALIGN WITH THE FOUNDATION 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BARBERSHOP HARMONY SOCIETY | |||||||||
| 110 7TH AVENUE N | NASHVILLE | TN | 37203 | 390926339 | 501(C)(3) | $69,736 | $0 | EDUCATION, SCHOLARSHIPS & PRESERVATION | |
| DC - A-045 ST CHARLES | |||||||||
| 34 THREE CEDARS CT | LAKE ST LOUIS | MO | 63367 | 237004257 | 501(C)(3) | $8,147 | $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) | $5,673 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - C-088 PORTLAND OR CHAPTER | |||||||||
| 2410 NW MILER ROAD | PORTLAND | OR | 97229 | 842834873 | 501(C)(3) | $7,072 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - D-029 VISALIA | |||||||||
| 2061 AVENUE 380 | WOODLAKE | CA | 93286 | 942891502 | 501(C)(3) | $7,400 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - D-117 LA JOLLA CHPT PACIFIC COAST HARMONY OF SPEBSQSA | |||||||||
| C/O JAMES SCHUMACHER TREASURER PO | RANCHO SANTA FE | CA | 92067 | 043678668 | 501(C)(3) | $5,720 | $0 | ENRICH SINGING ORGANIZATIONS | BOX 1484 |
| DC - G-000 JOHNNY APPLESEED | |||||||||
| C/O CHAD LULFS 16701 COUNTY RD Z | NAPOLEON | OH | 435359509 | 237114002 | 501(C)(3) | $8,916 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - I-000 PIONEER | |||||||||
| C/O CHRIS BERRY 4767 STADLER RD | MONROE | MI | 48162 | 237041018 | 501(C)(3) | $7,473 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - J-011 MONTCLAIR | |||||||||
| 9 TAYLOR DRIVE WEST | CALDWLL | NJ | 07006 | 226059880 | 501(C)(3) | $8,015 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - J-047 ALEXANDRIA HARMONIZERS | |||||||||
| C/O AL HERMAN 5569 16TH ST N | ARLINGTON | VA | 222052749 | 546047426 | 501(C)(3) | $7,759 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - K-000 NORTHEASTERN DISTRICT | |||||||||
| C/O JOHN ENGLANDER | NASHUA | NH | 30630 | 046139578 | 501(C)(3) | $8,730 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - N-000 SOUTHWESTERN DISTRICT | |||||||||
| 2612 GOLFVIEW DR | MCKINNEY | TX | 75069 | 756030101 | $8,330 | $0 | ENRICH SINGING ORGANIZATIONS | ||
| DC - N-025 DALLAS METRO-VOCAL MAJORITY CHORUS | |||||||||
| 220 NORTHWICH DRIVE | HURST | TX | 76054 | 237296805 | $11,519 | $0 | ENRICH SINGING ORGANIZATIONS | ||
| DC - P-014 SARASOTA | |||||||||
| C/O SCOTT DUINK 1218 SEA PLUME WAY | SARASOTA | FL | 34242 | 596155059 | 501(C)(3) | $7,308 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC - S-015 REXBURG | |||||||||
| C/O CECIL RICKS PO BOX 381 | REXBURG | ID | 83440 | 501(C)(3) | $7,000 | $0 | ENRICH SINGING ORGANIZATIONS | ||
| DC-AIC | |||||||||
| 1725 N ARONMINK WAY | MERIDIAN | ID | 83704 | 237033490 | 501(C)(3) | $40,485 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-C-029 - SALEM CHAPTER | |||||||||
| PO BOX 717 | SALEM | OR | 97308 | 936029965 | 501(C)(3) | $7,360 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-C-039 - BOISE CHAPTER | |||||||||
| 1725 N ARONMINK WAY | MERIDIAN | ID | 83704 | 237033490 | 501(C)(3) | $7,098 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-C-057 - BELLEVUE CHAPTER | |||||||||
| 316 162ND PL NE | BELLEVUE | WA | 98008 | 363398472 | 501(C)(3) | $13,473 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-H-100 - GREENDALE CHAPTER | |||||||||
| JAMES ANSEY 1252 | OCONOMOWOC | WI | 53066 | 391632860 | 501(C)(3) | $7,264 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-J-000 - MID-ATLANTIC DISTRICT | |||||||||
| DAVID WELTER 3504 BROOKWOOD | FAIRFAX | VA | 22030 | 226079249 | 501(C)(3) | $21,471 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-J-016 - SOMERSET HILLS CHAPTER | |||||||||
| 167 CENTER ST | METUCHEN | NJ | 88400 | 226079785 | 501(C)(3) | $7,141 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-J-030 - WESTCHESTER COUNTY CHAPTER | |||||||||
| 70 WHIPPOORWILL RD | ARMONK | NY | 10504 | 136204702 | 501(C)(3) | $8,681 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-J-098 - STATE COLLEGE CHAPTER | |||||||||
| 2016 CHELSE LN | STATE COLLEGE | PA | 16801 | 237011184 | 501(C)(3) | $7,106 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-J-127 - GERMANTOWN CHAPTER | |||||||||
| LAKE PARK COURT | GERMANTOWN | MD | 20874 | 272484935 | 501(C)(3) | $8,681 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-Q-028 - CHARLOTTE CHAPTER | |||||||||
| 3800 SHAMROCK DR APT | CHARLOTTE | NC | 28215 | 566073288 | 501(C)(3) | $8,583 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-S-003 - DENVER MILE HIGH CHAPTER | |||||||||
| 3634 DEXTER STREET | DENVER | CO | 80207 | 846044526 | 501(C)(3) | $12,010 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-S-004 - LONGMONT CHAPTER | |||||||||
| 5423 GLENDALE GULCH CIR | BOULDER | CO | 80301 | 846044865 | 501(C)(3) | $9,774 | $0 | ENRICH SINGING ORGANIZATIONS | |
| DC-Z-001 - LONE STAR HARMONY BRIGADE | |||||||||
| 312 CHAPARREL | SUNNYVALE | TX | 75182 | 900944878 | 501(C)(3) | $7,596 | $0 | ENRICH SINGING ORGANIZATIONS | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| GRANT PAYABLE TO BARBERSHOP HARMONY SOCIETY | IN FEBRUARY 2023, THE FOUNDATION COMMITTED TO A 3-YEAR GRANT TOTALING $1,372,500 TO THE BARBERSHOP HARMONY SOCIETY. THE FOUNDATION RECOGNIZED THE ENTIRE GRANT EXPENSE (PROMISE TO GIVE) AT THE TIME OF THE PLEDGE. THE EXPENSE HAS BEEN DISCOUNTED TO PRESENT VALUE. 2024 - $610,000, 2025 - $610,000, AND 2026 - $152,500. DISCOUNT TO PRESENT VALUE $47,736 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR PERRY D WHITE | ||||||||||||||
| HFI PRESIDENT AND CEO | $162,190 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $162,190 | $0 | $0 | $0 |
| CAROLYN FAULKENBERRY | ||||||||||||||
| CFO | $110,362 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $110,362 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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. |
| 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 | YES, NO, ANNUAL REPORTING BY THE BOT CONFIRMING OR NOTING ANY CONFLICTS. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBA BARBERSHOP HARMONY SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVENUE NORTH | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372033704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390926339 | EIN |
| Primary Activities | PRESERVATION OF THE OLD AMERICAN ART FORM OF BARBERSHOP QUARTET SINGING | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(2) | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBA BARBERSHOP HARMONY SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $69,736 | InvolvedAmt |
| Method Of Amount Determination | TRANSACTION AMOUNT | MethodOfAmountDeterminationTxt |
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