2021-10-26T16:42:16-05:00 2020-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2020-01-01 390926339 SOCIETY FOR THE PRESERVATION & ENCOURAGE OF BARBERSHOP QUARTET SINGING IN AMERICA SOCI 6158233993 110 7TH AVENUE NORTH NASHVILLE TN 37203 ERIK P DOVE CFO/COO 8008767464 2021-10-26 1 ERIK DOVE 999009999 KEN YOUNGSTEAD P00320901 6152427351 2021-10-26 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BARBERSHOP HARMONY SOCIETY MARTIN MONSON 110 7TH AVENUE NORTH NASHVILLE TN 37203 4366868 0 X WWW.BARBERSHOP.ORG X 1938 WI THE BARBERSHOP HARMONY SOCIETY BRINGS PEOPLE TOGETHER IN HARMONY AND FELLOWSHIP TO ENRICH LIVES THROUGH SINGING. 10 10 56 500 2739 0 574741 1092291 4394695 2409695 26045 33668 125442 234140 5120923 3769794 479264 194035 0 0 2883024 3086909 0 0 53419 2543715 1537997 5906003 4818941 -785080 -1049147 5907785 5931331 3752965 4724642 2154820 1206689 X SEE SCHEDULE O 1 1 513399 15190 230384 SEE SCHEDULE O 2529748 103942 2359354 SEE SCHEDULE O 508265 21019 47442 SEE SCHEDULE O 88932 53884 THE SOCIETY EXPANDED ITS OPERATIONS IN 2020 TO INCLUDE AN IN-HOUSE DEVELOPMENT FUNCTION TO SUPPORT THE SOCIETY AND ITS SINGING COMMUNITIES. BHS DEVELOPMENT IS THE ORGANIZED EFFORTS BY WHICH RELATIONSHIPS WITH DONORS ARE CREATED AND NURTURED, WITH A GOAL OF ENSURING CURRENT AND FUTURE FUNDING FOR THE PROGRAMS AND MISSION OF THE SOCIETY AND ITS SUBSIDIARIES AND SINGING COMMUNITIES. THESE EFFORTS INCLUDE IDENTIFYING POTENTIAL DONORS, CULTIVATING THE RELATIONSHIP AND IDENTIFYING OPPORTUNITIES FOR SUPPORT, AND ENGAGING DONORS WITH THE SOCIETY TO SHOWCASE THE IMPACT OF THEIR DONATIONS. THE FUNDS RAISED THROUGH BHS DEVELOPMENT SUPPORT THE MAIN PROGRAM AREAS OF THE SOCIETY AND INCLUDE TARGETED DEVELOPMENT EFFORTS SUPPORTING KEY SOCIETY IMPACT AREAS: 1. BHS DEVELOPMENT SUPPORTS THE SOCIETY'S NEXT GENERATION BARBERSHOP YOUTH PROGRAMS TO ENKINDLE THE LOVE OF BARBERSHOP AND SINGING WITH THE NEXT GENERATION OF BARBERSHOPPERS;2. IN THE AREA OF MUSIC EDUCATION, BHS DEVELOPMENT PROVIDES FUNDING TO SUPPORT THE SOCIETY TO MAKE AN IMPACT ON MUSIC EDUCATION BY PROVIDING SUPPORT TO MUSIC EDUCATORS WHO WISH TO IMPLEMENT BARBERSHOP PROGRAMS IN THE CLASSROOM; 3. BHS DEVELOPMENT PROVIDES SUPPORT FOR THE IMPACT OF THE SOCIETY'S SINGING COMMUNITIES, SINCE SINGING TOGETHER BINDS PEOPLE TOGETHER WITH A SENSE OF TEAM UNITY, AND INTERDEPENDENCE, WITH GROWTH IN TEAMWORK SKILLS, COMPROMISE, AND A SENSE OF SOCIAL UNITY; AND 4. BHS DEVELOPMENT SUPPORTS THE SOCIETY'S PRESERVATION OF ITS VAST HISTORIC ARCHIVES TO PRESERVE AND LEVERAGE THE PAST AND CREATE THE FUTURE FOR EVERY GENERATION OF SINGERS. 88932 53884 3640344 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 104 0 1 56 1 1 1 1 CA 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS LA ME MD MA MI MN MS NV NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MO KY X X X ERIK P DOVE CFOCOO 6156734133 110 7TH AVE NORTH NASHVILLE TN 372033704 DICK POWELL PRESIDENT 10.00 X X 0 0 0 SKIPP KROPP IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 JOHN SANTORA TREASURER 10.00 X X 0 0 0 JOHN MILLER EXECUTIVE VICE PRESIDENT 10.00 X X 0 0 0 JEREMY BRANN BOARD MEMBER 5.00 X 0 0 0 BLAIR BROWN BOARD MEMBER 5.00 X 0 0 0 JOHN DONEHOWER BOARD MEMBER 10.00 X 0 0 0 BERNARD PRICEMAN BOARD MEMBER 5.00 X 0 0 0 JEREMY ALBRIGHT BOARD MEMBER 5.00 X 0 0 0 RANDY LOOS BOARD MEMBER 5.00 X 0 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 40.00 0.00 X 188309 0 44972 ERIK P DOVE CFO/COO 40.00 X 151950 0 32834 HOLLY KELLAR CMO 40.00 X 137912 0 27366 KEVIN LYNCH CSO (END 9/30) 30.00 X 114535 0 19535 ERIN HARRIS CPO 40.00 X 103291 0 22506 695997 0 147213 5 0 1 0 CLOUD FOR GOOD PO BOX 63231 CHARLOTTE NC 282633231 INTERNAL USE SOFTWARE DEVELOPMENT 374813 HYATT REGENCY JACKSONVILLE RIVERFRONT PO BOX 203686 DALLAS TX 753203686 HOTEL SERVICES 169093 SHERRARD ROE VOIGT & HARBISON 150 3RD AVE S SUITE 1100 NASHVILLE TN 37201 LEGAL SERVICES 148606 3 326998 586535 178758 1092291 MEMBERSHIP DUES 900099 1923562 1923562 CONVENTIONS 711130 230384 230384 IMAGE 711130 132600 132600 MUSICAL EXPERIENCE 711130 120410 120410 MAGAZINE PUBLISHING 541800 2739 0 2739 2409695 22847 22847 3916 3916 115403 104582 10821 10821 10821 419524 492492 -72968 -72968 CHAPTER REIMBURSEMENTS 900099 205056 205056 OTHER 900099 98136 98136 303192 3769794 2637180 2739 37584 69074 69074 124961 124961 418065 367019 51046 2149340 1650600 460933 37807 106566 77689 26363 2514 215870 167240 45062 3568 197068 154266 39807 2995 198336 198336 43246 43246 26852 12940 13912 18032 18032 213893 207051 6550 292 107968 85822 22146 89043 65999 23044 196029 178895 17134 60278 60278 254201 198993 51344 3864 22069 17272 4463 334 MISCELLANEOUS 103033 68705 34328 0 EQUIPMENT RENTAL & MAIN 99967 80514 18092 1361 MEMBER SERVICES 74475 64697 9094 684 MUSIC EDUCATION & COMPE 30575 30575 0 0 4818941 3640344 1125178 53419 53685 16740 415519 173317 49234 34771 221352 192560 240974 122411 8924778 4877883 3768606 4046895 767155 1289789 7724 7292 383536 47556 5907785 5931331 520156 379002 1816408 1519431 1225440 2662970 0 190961 163239 3752965 4724642 X 2154820 1170061 36628 2154820 1206689 5907785 5931331 -1049147 101016 0 X X 0 1 X 1 0 X 3093281 2657238 2755419 2841185 3015853 14362976 2752344 2897005 2997103 2911462 902918 12460832 5845625 5554243 5752522 5752647 3918771 26823808 0 0 0 26823808 23063 83380 55875 31397 26763 220478 23063 83380 55875 31397 26763 220478 237084 208995 242362 247388 303192 1239021 6105772 5846618 6050759 6031432 4248726 28283307 0.94840 0.95470 0.00780 0.00740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CHAPTER PROGRAMS - 2016 AMOUNT: $ 165,022. 2017 AMOUNT: $ 177,874. 2018 AMOUNT: $ 181,717. 2019 AMOUNT: $ 183,531. 2020 AMOUNT: $ 205,056. MISCELLANEOUS - 2016 AMOUNT: $ 72,062. 2017 AMOUNT: $ 31,121. 2018 AMOUNT: $ 60,645. 2019 AMOUNT: $ 63,857. 2020 AMOUNT: $ 98,136. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 2929057 78254 457950 108155 10431 3346675 2782964 134318 94823 69715 13333 2929057 2314481 381974 173433 50105 36819 2782964 1935312 59865 368064 39745 9015 2314481 1775451 44025 150802 30539 4427 1935312 1.00000 0 1 1 775000 775000 4482866 2014067 2468799 3666912 2863816 803096 4046895 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS 163239 163239 X PART III, LINE 1A: THE ORGANIZATION'S COLLECTIONS ARE MADE UP PRINCIPALLY OF SHEET MUSIC, AUDIO AND VIDEO RECORDINGS, AND ITEMS OF HISTORICAL SIGNIFICANCE TO THE BARBERSHOP HARMONY SOCIETY THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. THESE ITEMS ARE CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM THE SALE OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THERE WERE NO COLLECTION SALES FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE MADE UP PRINCIPALLY OF SHEET MUSIC, AUDIO AND VIDEO RECORDINGS, AND ITEMS OF HISTORICAL SIGNIFICANCE TO THE BARBERSHOP HARMONY SOCIETY THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. PART V, LINE 4: HARMONY FOUNDATION INTERNATIONAL, INC. MAINTAINS 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 THAT ALIGN WITH THE FOUNDATION'S AND SOCIETY'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 ORGANIZATIONS' INFORMATION AND 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 CONSOLIDATED FINANCIAL STATEMENTS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 BUSINESS SERVICES INSURANCE, ADVERTISING, TRAVEL, TECHNOLOGY SERVICES, AND EXPENSE REIMBURSEMENTS 20608 0 0 0 0 0 0 20608 0 20608 0 0 0 0 0 0 PART I, LINE 2: THE SOCIETY MAINTAINS RECORDS TO SUBSTANTIATE AMOUNTS; THE SOCIETY'S EXPENDITURES IN CANADA RELATE TO PAYMENTS FOR PROGRAM SERVICES, MEMBERSHIP SERVICES, TECHNOLOGY CONSULTING SERVICES, ADVERTISING, TRAVEL, INSURANCE, BANK FEES AND EVENTS. IN ADDITION, THERE WERE PAYMENTS TO DISTRICTS AND REIMBURSMENT CHECKS ISSUED. PART III ACCOUNTING METHOD: 1 CAROLINAS DISTRICT C/O THOMAS MARTYN 8533 BALD EAGLE LN WILMINGTON NC 28411 271856516 501(C)(3) 7600 INCLUSION AND HARMONY WORKSHOP 1 NON-CASH SCHOLARSHIPS TO 2020 VIRTUAL HARMONY UNIVERSITY, NEXT GENERATION, MUSIC EDUCATOR, & VOLENTEER LEADERSHIP. 182 0 21019 FMV - VIRTUAL RATES FOR PROGRAM SCHOLARSHIPS COVER SOFTWARE LICENSE AND COURSE MATERIALS. NEXT GENERATION BARBERSHOP JR. CHORUS INVITATIONAL & JR. QUARTET CONTEST 635 103942 0 PART I, LINE 2: GRANTS ARE SCHOLARSHIPS TO A VIRTUAL EDUCATIONAL CONFERENCE ADMINISTERED BY THE SOCIETY. ATTENDANCE IS TRACKED AND EVALUATIONS ARE COLLECTED TO ASCERTAIN VALUE TO THE RECIPIENTS. FORM 990, SCHEDULE I, PART III, LINE 2: IN REGARDS TO THE NEXT GENERATION JR. CHORUS INVITATIONAL ASSISTANCE, RECIPIENTS RECEIVE FREE REGISTRATION TO THE SOCIETY'S MIDWINTER CONVENTION VALUED AT $99,311 AND ROOMS PAID BY THE SOCIETY. X X X 0 0 0 0 0 0 0 1 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 156809 0 31500 0 0 0 35511 0 9461 0 233281 0 0 0 ERIK P DOVE CFO/COO 141950 0 10000 0 0 0 23373 0 9461 0 184784 0 0 0 HOLLY KELLAR CMO 127912 0 10000 0 0 0 19985 0 7381 0 165278 0 0 0 PART I, LINE 7 THE CEO EVALUATION AND COMPENSATION COMMITTEE ANNUALLY NEGOTIATES A SET OF METRICS USED TO DETERMINE THE CEO'S ANNUAL BONUS AND INCENTIVE COMPENSATION. THE COMMITTEE REVIEWS THE CEO'S PERFORMANCE WITH THE CEO AND MAKES AN AWARD RECOMMENDATION TO THE BOARD. THE BOARD THEREAFTER DISCUSSES AND APPROVES THE FINAL AWARD. THE CEO HAS ADOPTED A SIMILAR APPROACH TO CREATE METRICS TO AWARD ANNUAL BONUSES FOR OTHER KEY EMPLOYEES. FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION STATEMENT THE BARBERSHOP HARMONY SOCIETY (ALSO KNOWN AS "SPEBSQSA", THE "SOCIETY", OR "BHS") IS THOUGHT TO BE ONE OF THE WORLD'S LARGEST SINGING ORGANIZATIONS, WITH MORE THAN 13,000 OFFICIAL MEMBERS AND NEARLY 800 CHORUSES INCORPORATED ACROSS NORTH AMERICA. AFFILIATED AND SUBSIDIARY SINGING COMMUNITIES PLUS BARBERSHOP ENTHUSIASTS IN MORE THAN A DOZEN COUNTRIES BRING THE TOTAL NUMBER OF KNOWN, ACTIVE PARTICIPANTS IN THE BARBERSHOP HARMONY SOCIETY TO MORE THAN 200,000 PEOPLE WORLDWIDE. FOUNDED IN 1938 AS THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INCORPORATED (SPEBSQSA), THE SOCIETY PRESERVES AND PROPAGATES THE REACH OF BARBERSHOP MUSIC, A UNIQUELY AMERICAN, CLOSE HARMONY STYLE OF CHORAL SINGING AT THE TURN OF THE 20TH CENTURY WITH STRONG ROOTS IN AFRICAN-AMERICAN COMMUNITIES. WHEN PEOPLE SING TOGETHER, THEIR LIVES ARE IMPROVED ON MANY LEVELS AND IN TURN, OUR COMMUNITIES ARE HEALTHIER AND MORE VIBRANT PLACES TO LIVE. WITH A LEGACY OF MORE THAN 80 YEARS AND A RELATIVELY NEW VISION OF "EVERYONE IN HARMONY," THE SOCIETY HAS FOCUSED ITS MISSION-DRIVING ACTIVITIES AROUND FOUR MAIN IMPACT AREAS. THESE AREAS ARE MUSIC EDUCATION, YOUTH, PRESERVATION, AND SINGING COMMUNITY HEALTH. MUSIC EDUCATORS USING BARBERSHOP IN THE CLASSROOM BECOMES A GREAT RECRUITING TOOL FOR YOUNG MEN INTO THEIR PROGRAMS AS WELL AS APPROACHABLE, HEALTHY SINGING AND REHEARSAL STRATEGIES TO HOOK THEIR STUDENTS. BARBERSHOP INTRODUCES YOUTH TO A COMMUNITY OF OTHER MENTOR BARBERSHOPPERS AND CULMINATES INTO A LIFETIME OF SINGING. PRESERVATION ENSURES THAT THE UNIQUELY AMERICAN ARTFORM IS AROUND FOR THE NEXT 80 YEARS AND SINGING COMMUNITY HEALTH IS OUR HIGHEST PRIORITY FOCUSED AT THE LOCAL LEVEL, WHERE THE IMMEDIATE IMPACT HAPPENS. THESE INTERGENERATIONAL SINGING COMMUNITIES CULTIVATE SHARED EXPERIENCES, LIFELONG FRIENDSHIPS AND ROLE MODELS THAT SUPPORT SINGERS IN ALL ASPECTS OF THEIR LIVES. THE BARBERSHOP HARMONY SOCIETY BELIEVES THAT WHAT WE OFFER - THE EXPERIENCE OF SINGING TOGETHER IN HARMONY - IS MEANINGFUL TO ALL PEOPLE, AND SHOULD THEREFORE BE ACCESSIBLE TO ALL PEOPLE. THE SOCIETY IS COMMITTED TO SUPPORTING AND ENCOURAGING THE BENEFITS OF SINGLE GENDER ALL-MALE SINGING EXPERIENCES, ALL-FEMALE EXPERIENCES, AS WELL AS MIXED GENDER EXPERIENCES . . . NONE OF WHICH ARE MUTUALLY EXCLUSIVE. EACH SOCIETY SINGING COMMUNITY HAS THE OPPORTUNITY TO DETERMINE ITS MISSION IN ITS LOCAL COMMUNITY. THE SOCIETY'S VISION OF EVERYONE IN HARMONY ALLOWS MORE SINGING COMMUNITIES THE OPPORTUNITY TO SING WITH YOUTH AND ADULTS IN ALL IMAGINABLE CONFIGURATIONS. THE BENEFITS OF SINGLE GENDER AND MIXED GENDER SINGING EXPERIENCES ARE EQUALLY IMPORTANT TO OUR HUMANITY AND CULTURAL WELL BEING. FORM 990, PART III, LINE 2 THE SOCIETY EXPANDED ITS OPERATIONS IN 2020 TO INCLUDE AN IN-HOUSE DEVELOPMENT FUNCTION TO SUPPORT THE SOCIETY AND ITS SINGING COMMUNITIES. FORM 990, PART III, LINE 3 IN 2020, PROGRAM SERVICE OFFERINGS WERE MODIFIED IN RESPONSE TO THE COVID-19 PANDEMIC. FORMERLY "IN-PERSON" ACTIVITIES WERE TRANSITIONED TO VIRTUAL ACTIVITIES WHEN POSSIBLE. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EVENTS -- WE PROVIDE SUPPORTIVE SERVICES THAT ENABLE SINGING COMMUNITIES TO THRIVE IN NORTH AMERICA AND AROUND THE GLOBE. AS A RESULT OF THESE PROGRAMS: SINGING COMMUNITIES GROW MUSICALLY AND ADMINISTRATIVELY, INCREASE THEIR IMPACT, AND BECOME MORE SUSTAINABLE; MORE SINGING COMMUNITIES ARE FORMED; MORE SINGERS JOIN THESE COMMUNITIES; AND THESE GROUPS BECOME INTEGRAL PARTS OF THEIR LOCAL COMMUNITIES. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: WE PRODUCE LOCAL, REGIONAL AND INTERNATIONAL CONVENINGS THAT SHOWCASE, ADVANCE AND CELEBRATE THE BARBERSHOP ART FORM. THESE EVENTS INCLUDE CONTESTS, CLASSES, PARTICIPATORY SINGING EVENTS AND CELEBRATIONS, SHOWS, AND FELLOWSHIP. THE SUMMER INTERNATIONAL CONVENTION IS OUR LARGEST EVENT. IT INCLUDES THE WORLD CHAMPIONSHIPS FOR BARBERSHOP QUARTET AND CHORUS PERFORMANCES, A "NEXT GENERATION" QUARTET AND CHORUS YOUTH CONTEST, HUNDREDS OF HARMONY UNIVERSITY EDUCATIONAL CLASSES, OUTREACH AND SERVICE PROJECTS IN THE LOCAL COMMUNITY, A LEGACY CHAMPIONS SHOW WITH 25 AND 50-YEAR ANNIVERSARY QUARTET CHAMPIONS, AND A SPECTACULAR CLOSING CELEBRATION WHERE THOUSANDS SING "KEEP THE WHOLE WORLD SINGING" TO CONCLUDE THE WEEK-LONG EVENT. THE MIDWINTER CONVENTION IS AN INTERGENERATIONAL SINGING CELEBRATION THAT KICKS OFF EACH YEAR AND INCLUDES A "NEXT GENERATION" CHORUS AND QUARTET FESTIVAL, A SENIORS CONTEST, MORE HARMONY UNIVERSITY CLASSES, AND UP TO THREE NIGHTS OF SHOWS. CONVENTIONS, CONTESTS AND FESTIVALS ARE PRODUCED AT THE DISTRICT LEVEL AS WELL. EACH DISTRICT PRODUCES ONE TO THREE EVENTS EACH YEAR. ABOUT 20,000 ATTEND THE INTERNATIONAL LEVEL AND DISTRICT EVENTS ANNUALLY, WITH MANY ATTENDING YEAR AFTER YEAR. FINALLY AND MOST IMPORTANTLY, MOST OF OUR 800 CHORUSES ALSO PRODUCE PUBLIC PERFORMANCES AND SHOWS. WE ESTIMATE OVER 200,000 HAVE ATTENDED AN IN-PERSON BHS EVENT IN THE PAST FIVE YEARS WITH OVER 16 MILLION MORE SEEING ONLINE BARBERSHOP PERFORMANCES ANNUALLY. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: OUTREACH -- WE CONDUCT MUSIC EDUCATOR AND YOUTH-FOCUSED OUTREACH PROGRAMS, CREATE PARTNERSHIPS WITH OTHER CHORAL ORGANIZATIONS, DISTRIBUTE FREE RESOURCES AND PRODUCE EVENTS THAT INCREASE ACCESS TO HARMONY SINGING, SUPPORT MUSIC EDUCATORS AND PROMOTE THE VALUE OF SINGING TOGETHER FOR BOTH THE SINGER AND THE SINGER'S COMMUNITY. AS A RESULT OF THESE PROGRAMS, 1) SINGERS EXPERIENCE A HIGHER QUALITY OF LIFE OVERALL; 2) COMMUNITIES THRIVE THROUGH FELLOWSHIP AND HARMONY CREATION; 3) YOUNG PEOPLE RECEIVE MUSIC EDUCATION AND SING TOGETHER, WHICH HELPS THEM DEVELOP AND GROW INTO HEALTHY, WELL-ROUNDED ADULTS; 4) WHEN PEOPLE SING TOGETHER ACROSS GENERATIONS AND CULTURES, LIVES ARE ENHANCED, LIFELONG SINGING FLOURISHES, AND PERCEIVED DIFFERENCES BREAK DOWN BETWEEN GROUPS; 5) WHEN PEOPLE FACING SIGNIFICANT CHALLENGES SING TOGETHER, IT HELPS THEM NAVIGATE THOSE CHALLENGES AND EMERGE STRONGER. WITH 80+ YEARS OF EXPERIENCE WITH ALL MALE GROUPS SPECIFICALLY, YOUNG MEN AND ADULT MEN ALIKE IN BHS HAVE OVERCOME CHALLENGES THROUGHOUT THE LIFE OF THEIR SINGING EXPERIENCE (E.G.- INCREASING THEIR CONFIDENCE AND VULNERABILITY), WHICH HELPS THOSE MEN BE BETTER HUSBANDS, FATHERS, BROTHERS, AND CONTRIBUTING MEMBERS OF SOCIETY. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: NEXT GENERATION BARBERSHOP (NGB) IS OUR SIGNATURE OUTREACH PROGRAM. IT HELPS SINGERS UP TO AGE 25 DISCOVER THEIR VOICES AND FIND THE JOY OF SINGING TOGETHER. WE OFFER DISTINCT PROGRAMS FOR SINGERS IN GRADES 6-12, AND POST-HIGH SCHOOL IN MEN'S, WOMEN'S, OR MIXED VOICE ENSEMBLES. THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS INVITATIONAL, FOR MALE, FEMALE AND MIXED VOICES, AGE 18 AND UNDER, IS OUR MOST POPULAR PROGRAM, WITH MORE THAN 600 YOUNG PARTICIPANTS EACH YEAR. THE THREE DAY IMMERSION INCLUDES CLINICS AND WORKSHOPS BY THE LIKES OF KIRBY SHAW AND DEKE SHARON, CULMINATING IN A CHORUS FESTIVAL AND A SPECTACULAR CLOSING CEREMONY FEATURING ALL VOICES. THIS PROGRAM OFFERS SINGERS MOUNTAINTOP EXPERIENCES THAT LOCK IN A LIFELONG APPRECIATION FOR VOCAL HARMONY AND THE COMMUNAL EXPERIENCE OF BARBERSHOP CULTURE. IN ADDITION, THIS PROGRAM HELPS YOUNG SINGERS INCREASE THEIR CONFIDENCE, DISCIPLINE, TEAMWORK, AND CREATIVITY, HELPING THEM BECOME STRONGER LEADERS IN THEIR SCHOOLS, COMMUNITIES, AND FAMILIES. IT INSPIRES, CULTIVATES, AND SHOWCASES YOUTH WHO SING AND WHO, IN TURN, INSPIRE OTHER YOUTH TO SING. IT ALSO CULTIVATES AND SHOWCASES SUCCESSFUL ROLE MODELS, LIKE 2017 GUEST CLINICIAN FRANCISCO NUNEZ, WHO INSPIRES OTHER YOUTH TO SING. FINALLY, IT HELPS MUSIC EDUCATORS ATTRACT MORE YOUNG MALE SINGERS, THEREBY IMPROVING THE VITALITY AND IMPACT OF THEIR CHORAL MUSIC PROGRAMS. IN 2022, THE NGB JUNIOR CHORUS INVITATIONAL WILL BE HELD IN PASADENA, CALIFORNIA WHERE WE ARE PARTNERING WITH THE NASHVILLE SONGWRITERS ASSOCIATION, INTERNATIONAL TO PREMIERE 3 ORIGINAL WORKS BY PARTICIPATING CHORUSES. THIS EVENT IS A CULMINATION OF A YEAR-LONG VIRTUAL COLLABORATION OF SONGWRITERS AND THESE YOUTH ENSEMBLES TO SHOW THAT EVEN IN A PANDEMIC, INNOVATION, CREATIVITY, AND HARMONY SINGING PERSEVERES. SUBSTANTIAL SCHOLARSHIPS BASED ON NEED, TRAVEL DISTANCE, AND PAST PARTICIPATION ENSURES MAXIMUM PROGRAM IMPACT. THE NEXT GENERATION VARSITY QUARTET CONTEST IS FOR ALL VOICES, AGE 25 AND UNDER. OVER 200 YOUNG MEN PER YEAR HAVE PARTICIPATED IN THIS SHOWCASE ADJUDICATED IN FRONT OF THOUSANDS OF SUPPORTIVE BARBERSHOP FANS. FIVE QUARTETS HAVE GONE ON TO BECOME SOCIETY INTERNATIONAL CHAMPIONS AND OVER 95% OF BARBERSHOPPERS THAT PARTICIPATE AT THIS LEVEL REMAIN INVOLVED IN BARBERSHOP AND SINGING LATER IN LIFE. DOZENS OF NEXT GENERATION VARSITY ALUMNI ARE NOW IN KEY MUSICAL LEADERSHIP POSITIONS THROUGHOUT THE SOCIETY AND IN THEIR LOCAL COMMUNITIES. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THE EVENT ACCESSIBLE TO ALL. 2022 WILL BE THE FIRST YEAR WHERE ALL GENDERS ARE WELCOMED TO PARTICIPATE. THE NEXT GENERATION VARSITY CHORUS INVITATIONAL, FOR ALL VOICES, AGE 25 AND UNDER, DEBUTED IN JULY 2018 AT OUR INTERNATIONAL CONVENTION IN ORLANDO. THE WEEK'S ACTIVITIES FEATURED THE CONTEST, ADJUDICATED BY CERTIFIED BHS JUDGES AND PERFORMED FOR A LARGE CROWD, AND AN HONORS CHORUS THAT PERFORMED TWO SONGS IN VARIOUS VENUES THROUGHOUT THE WEEK. WORLD-CLASS COACHES WORK WITH THE GROUP TO BRING IT TO PEAK PERFORMANCE. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THE EVENT ACCESSIBLE TO ALL. THE NEXT GENERATION JUNIOR QUARTET CONTEST, FOR ALL VOICES, AGE 18 AND UNDER, DEBUTED IN 2019 AT THE GRAND OLE OPRY IN NASHVILLE, TN AND HAD RECORD PARTICIPATION FOR ITS SECOND YEAR IN JACKSONVILLE, FL IN 2020. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THIS ACCESSIBLE TO ALL. WE DISTRIBUTE SHEET MUSIC, EDUCATIONAL VIDEOS, LEARNING TRACKS AND BARBERSHOP STARTER KITS, FREE OF CHARGE, TO MUSIC EDUCATORS. WE'VE GIVEN AWAY MORE THAN 25,000 UNITS IN THE LAST FIVE YEARS. WE PARTNER WITH OTHER ORGANIZATIONS FOCUSED ON THE CHORAL ARTS TO ADVANCE THE IDEA OF CLOSE HARMONY SINGING. WE PROVIDE OPERATIONAL SERVICES FOR LOCAL SINGING COMMUNITIES, INCLUDING LEGAL FORMATION, INSURANCE, BOARD DEVELOPMENT, DUES COLLECTION, AND TECHNOLOGY PLATFORMS. THESE SERVICES ARE DESIGNED TO HELP THESE SIGNING COMMUNITIES OPERATE SMOOTHLY AND NIMBLY SO THAT THEIR ATTENTION CAN BE FOCUSED ON ITS IMPACT AND ARTISTRY. WE CONTINUE TO REFINE THESE OFFERINGS. CURRENTLY OVER 85% OF CHAPTERS AGREE THAT THEY ARE VALUABLE. WE CONNECT SINGERS AND SINGING COMMUNITIES WORLDWIDE THROUGH SOCIAL MEDIA AND ONLINE EFFORTS. WE HAVE A SOCIAL MEDIA FOLLOWING OF OVER 220,000 PEOPLE. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: SINGING COMMUNITY SUPPORT -- WE OPERATE EDUCATIONAL PROGRAMS AND DISSEMINATE BEST PRACTICES THAT ADVANCE THE ARTISTIC SKILLS OF SINGERS, ARTISTIC/MUSICAL DIRECTORS AND MUSIC EDUCATORS, AND THE LEADERSHIP SKILLS OF THE VOLUNTEER LEADERS OF LOCAL SINGING COMMUNITIES. IN ADDITION, WE INCREASE OUR IMPACT BY BUILDING DIVERSIFIED REVENUE STREAMS, INCLUDING EARNED INCOME, INDIVIDUAL PHILANTHROPY, AND INSTITUTIONAL PHILANTHROPY. AS A RESULT OF THESE PROGRAMS: THE ARTISTIC SKILLS OF INDIVIDUAL SINGERS AND THEIR MUSICAL LEADERS IMPROVE, SO THAT THEY INCREASE THE POSITIVE IMPACT THEY MAKE UPON THEIR AUDIENCES, AND ATTRACT MORE PEOPLE TO THE TRANSFORMATIONAL POWER OF SINGING TOGETHER; THE LEADERSHIP SKILLS OF VOLUNTEER LEADERS INCREASE, SO THAT THE SINGING COMMUNITIES BECOME MORE SUSTAINABLE; MUSIC EDUCATORS ATTRACT MORE STUDENTS (INCLUDING YOUNG MEN) TO THEIR CHOIRS, INCREASE THE IMPACT OF THEIR PROGRAMS ON YOUNG LIVES, AND IMPROVE THE OVERALL VITALITY OF THEIR CHORAL MUSIC PROGRAMS. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: HARMONY UNIVERSITY (HU) IS OUR SIGNATURE EDUCATION PROGRAM. IT INCLUDES A DIRECTORS COLLEGE, MUSIC EDUCATORS COLLEGE, NEXT GENERATION YOUTH COLLEGE, PERFORMING ARTS COLLEGE (QUARTETS AND CHORUSES), AND HARMONY COLLEGE. HARMONY UNIVERSITY IS DELIVERED THROUGH VARIOUS MEANS INCLUDING A ONE WEEK SUMMER INTENSIVE, COURSES AT LOCAL, REGIONAL AND INTERNATIONAL FESTIVALS, AND ONLINE OFFERINGS FOR MUSIC EDUCATORS, MEMBERS, SINGING COMMUNITY LEADERS, AND THE CURIOUS GENERAL PUBLIC. WHILE APPROXIMATELY 15,000 HAVE ATTENDED THE HU ONE WEEK SUMMER INTENSIVE SINCE ITS INCEPTION, THE PROGRAM HAS GROWN RAPIDLY SINCE MOVING TO BELMONT UNIVERSITY, NASHVILLE, TN IN 2014, WITH ABOUT 600-700 ATTENDEES PER YEAR. ABOUT 150 EACH YEAR ATTEND ON MUSIC EDUCATOR, CHORUS DIRECTOR, OR YOUTH SCHOLARSHIPS. OVER 500 MUSIC EDUCATORS HAVE BEEN PART OF HU IN THE LAST FIVE YEARS. THIS IS A KEY PIECE OF OUR EFFORT TO SUPPORT SCHOOL MUSIC PROGRAMS. WE ALSO OFFER HU PROGRAMMING AT OUR MIDWINTER AND INTERNATIONAL CONVENTIONS. THESE PROGRAMS HAVE SERVED 9,500 STUDENTS WITH OVER 300 PRIVATE LESSONS AND 2000 FORMAL ENSEMBLE SINGERS IN OUR "ALL CHAPTER AND "EVERYONE IN HARMONY" MASS CHORUSES AS WELL AS OUR COMMUNITY SING OUTS DURING THE WEEK OF INTERNATIONAL IN THE LOCAL COMMUNITY. WE ARE RAPIDLY GROWING OUR ONLINE OFFERINGS, WITH NOW OVER 100 DISTINCT CLASSES, AVAILABLE 24/7. OFFERINGS INCLUDE LIVE STREAM EVENTS, ON-DEMAND CONTENT, AND ONLINE CLASSROOM SERIES AS WELL AS ARCHIVED HARMONY UNIVERSITY TUTORIALS ON WARM UPS, BARBERSHOP HISTORY, AND BEST PRACTICES IN COACHING AND DIRECTING. COURSEWORK INCLUDES MUSIC LEADERSHIP AND LIFELONG MUSIC EDUCATION, MUSIC THEORY, PERFORMANCE AND SINGING TECHNIQUES, AND COMMUNITY LEADER TRAINING. HEALTHY CHAPTER INITIATIVE (HCI) IS OUR UMBRELLA PROGRAM TO SUPPORT THE HEALTH AND VITALITY OF LOCAL SINGING COMMUNITIES. HCI DELIVERS A WIDE RANGE OF TOOLS, RESOURCES AND BEST PRACTICES TO OUR GRASSROOTS COMMUNITIES. HCI ALSO PRODUCES AN ANNUAL LEADERSHIP SUMMIT (INTENSIVE TRAINING FOR COMMUNITY LEADERS) AND MANAGES A CADRE OF VOLUNTEER CERTIFIED LEADERSHIP FACILITATORS WHO HAVE DEVELOPED A METHODOLOGY FOR WORKING 1:1 WITH LOCAL SINGING COMMUNITIES TO CRAFT SUSTAINABILITY PLANS. LEADERSHIP TRAINING EVENTS ARE DELIVERED AT THE DISTRICT LEVEL AS WELL. CONTEST & JUDGING (C&J) IS OUR CERTIFICATION AND EVALUATION PROGRAM THAT ASSESSES MUSICAL PERFORMANCES AND PROVIDES REAL TIME COACHING AND FEEDBACK TO PARTICIPATING SINGERS. C&J INVOLVES 160 DEEPLY VETTED, HIGHLY TRAINED ARTISTIC EVALUATORS AND ADMINISTRATORS IN THE CATEGORIES OF SINGING, MUSIC, PERFORMANCE, AND CONTEST ADMINISTRATION. THEIR WORK IS KEY IN HELPING AN ENSEMBLE ESTABLISH ITS ARTISTIC BENCHMARK AND TO CONTINUE TO IMPROVE AND SURPASS THAT BENCHMARK. C&J HAS CONDUCTED OVER 250,000 PERFORMANCE EVALUATIONS IN THE LAST DECADE. MUSIC EDUCATION AND CLINICIAN SERVICES ARE AVAILABLE TO TRAVELING HIGH SCHOOL AND COLLEGE GROUPS WHO HIRE BHS STAFF AS CLINICIANS. THIS INCLUDE LEADERS FOR ALL STATE CHOIRS, DISTRICT EDUCATIONAL EVENTS, AND EVEN IN PARTNERSHIP WITH TRAVEL COMPANIES WHO HIRE STAFF MUSIC EDUCATORS TO WORK WITH THEIR CHOIRS WHILE ON TOUR IN NASHVILLE. WE PROVIDE ARTISTIC SERVICES INCLUDING LICENSING AND COPYRIGHT CLEARANCE FOR MUSIC AND PERFORMANCES, DEVELOPING AND DISTRIBUTING NEW MUSIC AND ARRANGEMENTS, AND CURATING ARCHIVAL RECORDINGS OF OVER 5,000 INDIVIDUAL TAPES, REELS, CYLINDERS, RECORDS AND OTHER MEDIA, IN 41 DIFFERENT ANALOG FORMATS, CAPTURING 30,000 TO 100,000+ INDIVIDUAL SONGS. THE SOCIETY MAKES MUSIC IN FOUR-PART, A CAPPELLA HARMONY MORE WIDELY ACCESSIBLE BY PRODUCING AND DISTRIBUTING MORE THAN 7,000 MUSICAL ARRANGEMENTS FOR MEN'S (TTBB), WOMEN'S (SSAA) AND MIXED HARMONY (SATB) ENSEMBLES EACH YEAR. THIS REPRESENTS THE LARGEST AVAILABLE INVENTORY OF FOUR-PART A CAPPELLA AND BARBERSHOP-ORIENTED SHEET MUSIC AVAILABLE IN THE WORLD. THE SOCIETY'S OLD SONG'S LIBRARY HOLDS MORE THAN 125,000 PIECES OF MUSIC, WHICH CONTINUES TO INSPIRE MUSICIANS, HISTORIANS AND ARRANGERS TO REINTRODUCE THESE PIECES TO THE PUBLIC. ANNUALLY, WE ALSO PROVIDE CLEARANCE SERVICES FOR NEARLY 1,000 PRIVATELY COMMISSIONED NEW PIECES. LEARNING MEDIA, INSTRUCTION AND ASSISTANCE IS ALSO PROVIDED TO INDIVIDUALS, QUARTETS, AND CHORUSES TO HELP THEM LEGALLY OBTAIN MUSICAL ARRANGEMENTS FOR PERFORMING, COMPETING, RECORDING AND SHARING. IN TOTAL, THE SOCIETY'S EDUCATIONAL PROGRAMS, INCLUDING SCHOOLS, CAMPS, WORKSHOPS, AND SEMINARS REACH WELL OVER 60,000 PEOPLE ANNUALLY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND BOARD TREASURER, THEN DISCUSSED WITH MANAGEMENT AND THE PREPARER. THE ENTIRE BOARD RECEIVES A COPY VIA EMAIL TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND MANAGEMENT STAFF RECEIVES A COPY OF THE RULES AND REGULATIONS HANDBOOK, WHICH INCLUDES A CONFLICT OF INTEREST POLICY UNDER THE GENERAL STATEMENTS OF POLICY; THE BOARD IS REMINDED OF THE CONFLICT OF INTEREST POLICY AT EACH ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT IS DETERMINED ANNUALLY BY A SALARY BUDGET THAT IS ESTABLISHED BASED ON NON-PROFIT INDUSTRY GUIDELINES. SURVEYS FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES FOR INTERNATIONAL INDIVIDUAL MEMBERSHIP ORGANIZATIONS ARE USED AS A GUIDE. THE BOARD, THROUGH THE CEO EVALUATION COMMITTEE (FORMERLY KNOWN AS THE EXECUTIVE COMPENSATION COMMITTEE), ESTABLISHES THE CEO'S COMPENSATION USING THESE FACTORS. OTHER MANAGEMENT SALARIES ARE ALSO COMPARED TO THE SAME SURVEY; PERFORMANCE EVALUATIONS ARE GIVEN BY THE CEO AND MAY INCLUDE A SALARY ADJUSTMENT. THE SAME PROCESS APPLIES FOR COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES, BUT IT IS RECOMMENDED BY THE INDIVIDUAL'S SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, ARE POSTED ON THE SOCIETY'S WEBSITE. FINANCIAL INFORMATION FOR THE LAST 3 YEARS AND THE SOCIETY'S 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND AVAILABLE AT THE SOCIETY'S HEADQUARTERS LOCATION. HARMONY FOUNDATION INTERNATIONAL INC 901 BROADWAY 24030 NASHVILLE TN 37202 396073041 PROMOTE ASPECTS OF FOUR-PART VOCAL HARMONY AND SCHOLARSHIPS TO STUDENTS WI 501(C)(3) SECTION 170 (B)(1)(A BARBERSHOP HARMONY SOCIETY 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 CONTRIBUTION FROM HARMONY FDN INT INC C 326998 CASH SOCIETY OWNS BUILDING THAT IS OCCUPIED BY THE SOCIETY & HARMONY FDN N 0 CASH SOCIETY FUNDS HELD BY HARMONY FOUNDATION WERE TRANSFERRED BACK TO SOCIETY S 382062 CASH HARMONY FOUNDATION REIMBURSED EXPENSES TO SOCIETY Q 12837 CASH FUNDRAISING BY HARMONY FDN ON BEHALF OF SOCIETY M 326998 CASH SOCIETY FUNDS HELD BY HARMONY FOUNDATION WERE TRANSFERRED BACK TO SOCIETY E 382062 CASH PART V, LINE 2(2) ON SEPTEMBER 11, 2020, HARMONY FOUNDATION VACATED ITS RENT-FREE OFFICE SPACE IN THE SOCIETY'S BUILDING. PART V, LINES 2(3) AND 2(6) FUNDS THAT WERE HELD BY HARMONY FOUNDATION ON BEHALF OF THE SOCIETY WERE TRANSFERRED BACK TO THE SOCIETY ON SEPETEMBER 10, 2020.