2021-06-10T14:59:11-05:00 2020-09-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2019-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6155712776 901 BROADWAY 24030 NASHVILLE TN 37202 CAROLYN FAULKENBERRY CHIEF FINANCIAL OFFICER 6155233041 2021-06-10 1 KEN YOUNGSTEAD P00320901 6152427351 2021-06-09 2019 2022-09-23 18:48:47Z X DR PERRY WHITE 901 BROADWAY 24030 NASHVILLE TN 37202 2654914 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 2466245 2170006 694 1444 100274 133454 1578 1031 2568791 2305935 1073009 796290 0 0 1147109 1151572 0 0 773068 521483 505071 2741601 2452933 -172810 -146998 5103232 5324425 533704 529091 4569528 4795334 X TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 0 0 200088 91534 0 CONNECT - RAISING AWARENESSTHE FOUNDATION'S CONNECT PROGRAM INVESTS IN AWARENESS, EDUCATION, AND SCHOLARSHIP OPPORTUNITIES FOR EDUCATORS AND SINGERS, CHORAL DIRECTORS AND COACHES, PROVIDES RESOURCE MATERIALS FOR AND ENGAGES WITH LOCAL COMMUNITIES OF SINGERS. THROUGH ITS CONNECT PROGRAM, IT RAISES AWARENESS AND EDUCATES SINGER AND NON-SINGER POPULATIONS TO THE BENEFITS OF SINGING IN HARMONY WITH OTHERS. BY RAISING AWARENESS AND ENCOURAGING PEOPLE FROM ALL BACKGROUNDS TO PARTICIPATE IN SINGING WITH ONE ANOTHER, WE ARE ENCOURAGING ALL GENERATIONS TO BREAK DOWN BARRIERS AND ACTIVELY ENGAGE AND INCLUDE PEOPLE IN AN ACTIVITY THAT CREATES NOT ONLY HARMONY WITH THEIR VOICES, BUT A STEP TOWARD MORE HARMONY IN THEIR NEIGHBORHOODS, SCHOOLS, WORKPLACES, HOMES AND WORLD. BY PROVIDING EDUCATION OPPORTUNITIES, WE ENCOURAGE PERPETUATION OF ARTS AND CULTURE IN COMMUNITIES AND THE DISCIPLINES AND BENEFITS THAT FURTHER ENHANCE THE SKILLS, TECHNIQUES, AND KNOWLEDGE TO PROMOTE LIFELONG SINGING PARTICIPATION. 753554 469652 2475 ENRICH - RAISING HOPETHE FOUNDATION'S ENRICH PROGRAM INVESTS IN PROVIDING OPPORTUNITIES FOR LIVES TO BE ENRICHED THROUGH SINGING-BOTH TO 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 INCLUDE PROVIDING FINANCIAL AND OTHER SERVICES TO LOCAL COMMUNITIES OF SINGERS, INCLUDING SOCIETY CHAPTERS, DISTRICTS AND OTHER SINGING ORGANIZATION GROUPS, TO ENCOURAGE PARTICIPATION TO SINGERS AND AUDIENCES, AS WELL AS ADDED VALUE TO COMMUNITY EVENTS WITH STAFF PARTICIPATION. BOTH IN GOOD TIMES AND IN TIMES OF DIRE CIRCUMSTANCES, SINGING CAN HELP PROVIDE STRENGTH, HOPE AND INSPIRATION TO PERSEVERE. 281006 235104 0 SING - RAISING VOICESTHE FOUNDATION'S SING PROGRAM INVESTS IN THE ART-FORM OF SINGING, WITH A SIGNIFICANT EMPHASIS ON FOUR-PART VOCAL HARMONY KNOWN AS BARBERSHOP HARMONY. THE FOUNDATION PROVIDES GRANT AND SCHOLARSHIP FUNDING FOR SINGING PARTICIPATION ACTIVITIES TO ENCOURAGE PROGRAMS THROUGHOUT THE COUNTRY THAT PROMOTE, DEVELOP AND ADVANCE OPPORTUNITIES FOR LIFELONG SINGING TO PEOPLE OF ALL AGES AND BACKGROUND. 1234648 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 1 0 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 2 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 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 THE ORGANIZATION 6155712776 901 BROADWAY 24030 NASHVILLE TN 37202 DR PERRY D WHITE EX OFFICIO, HFI PRESIDENT 40.00 5.00 X 154845 0 39043 CAROLYN FAULKENBERRY CFO 40.00 X 117094 0 14158 DEBBIE CLEVELAND SECRETARY 2.00 X X 0 0 0 DON LAMBERT TRUSTEE 2.00 X 0 0 0 SHERRI MATTHEWS TRUSTEE 2.00 X 0 0 0 MIKE MOISIO TRUSTEE 2.00 X 0 0 0 KENDALL WILLIAMS TRUSTEE 2.00 X 0 0 0 DONALD A LAURSEN TREASURER 3.00 X X 0 0 0 LYNN WEAVER IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 GARY PLAGG CHAIR 4.00 X X 0 0 0 DAN BELL BEG 1120 TRUSTEE 2.00 X 0 0 0 MIKE DEPUTY END 123119 TRUSTEE 2.00 X 0 0 0 271939 0 53201 2 0 1 0 0 10000 2160006 41492 2170006 PROGRAM 900099 846 846 ADMINISTRATIVE FEES 900099 598 598 1444 89787 89787 367431 25215 330131 18848 37300 6367 43667 43667 MISCELLANEOUS 900099 1031 1031 1031 2305935 2475 0 133454 796290 796290 336277 97681 124904 113692 622657 150020 62549 410088 59498 14401 6439 38658 67023 13561 12716 40746 66117 17125 11659 37333 75514 75514 18813 18813 28272 108 28164 6648 5649 999 23251 23251 54658 668 41714 12276 51940 24954 26986 53746 15863 2056 35827 21976 21976 7134 4895 2239 ENGAGEMENT AND IMPACT A 104835 104835 SINGING AWARENESS AND E 12026 12026 MISCELLANEOUS 7518 0 7107 411 STAFF DEVELOPMENT 7390 7331 59 31350 7175 13409 10766 2452933 1234648 445217 773068 111894 103093 96068 460003 1014827 767112 55026 65709 0 0 25982 0 3235435 3353008 0 564000 575500 5103232 5324425 73032 80357 379625 460672 69109 533704 529091 X 822679 632614 3746849 4162720 4569528 4795334 5103232 5324425 -146998 372804 0 X X 0 1 X 1 0 X 3334493 2527499 3006192 2466245 2170006 13504435 3334493 2527499 3006192 2466245 2170006 13504435 64669 13439766 44423 46160 43893 93067 89787 317330 13821765 15485 0.97240 0.97620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 6600 22798 1 1 2929057 78254 457950 108155 0 10431 3346675 2782964 134318 94823 69715 13333 2929057 2314481 381974 173433 50105 36819 2782964 1935312 167600 260329 39745 9015 2314481 1775451 44025 150802 30539 4427 1935312 1.00000 0 0 0 CASH SURRENDER VALUE OF LIFE INSURANCE 191000 INTEREST IN CRUTS 384500 575500 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS 69109 69109 X 2805905 372804 155330 528134 2277771 28164 28164 2305935 2580099 155330 155330 2424769 28164 28164 2452933 PART V, LINE 4: THE FOUNDATION HAS ESTABLISHED SEVERAL ENDOWMENT FUNDS. DISTRIBUTIONS FROM THE GENERAL ENDOWMENT AND THE FOUNDATION'S PROGRAM-RESTRICTED ENDOWMENTS BENEFIT MUSIC/MUSIC EDUCATION, OUTREACH, SCHOLARSHIPS, OR YOUTH PROGRAMS. IN ADDITION, THE PROGRAM-RESTRICTED HERITAGE FUNDS BENEFIT PRESERVATION PROJECTS OF THE BARBERSHOP GENRE AND HISTORICAL COLLECTIONS. DISTRIBUTIONS FROM THE ASSOCIATES FUNDS PROVIDE GRANTS TO THE BARBERSHOP HARMONY SOCIETY CHAPTERS AND DISTRICTS OR OTHER ASSOCIATES OF THE FOUNDATION THAT ALIGN WITH THE FOUNDATION'S MISSION. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 BARBERSHOP HARMONY SOCIETY 110 SEVENTH AVE NORTH NASHVILLE TN 37203 390926339 501(C)(3) 326425 3971 REPLACEMENT COST SHEET MUSIC SCHOLARSHIPS, OUTREACH, CHORUS AND QUARTET CONTEST, AND CHAPTER INITIATIVE PROGRAMS CHAPTER-SANTA FE SPRINGS PO BOX 3342 SANTE FE SPRINGS CA 90670 850322199 501(C)(3) 6521 CHAPTER PROGRAMS AND SUPPORT CHAPTER-ALEXANDRIA 5569 16TH STREET N ARLINGTON VA 22205 546047426 501(C)(3) 10690 CHAPTER PROGRAMS AND SUPPORT DISTRICT-FAR WESTERN 2209 TERRACE WAY BAKERSFIELD CA 933043555 956085839 501(C)(3) 5610 CHAPTER PROGRAMS AND SUPPORT CHAPTER-NAPLESFT MYERS 122 MOORI G102 NAPLES FL 34105 591648285 501(C)(3) 5529 CHAPTER PROGRAMS AND SUPPORT FRIENDS OF BUTLER TECH 3603 HAMILTON MIDDLETOWN RD HAMILTON OH 45011 270404387 501(C)(3) 5000 PROVIDE SCHOLARSHIP FOR YOUTH CHORUS TO ATTEND JACKSONVILLE CONVENTION ASSOCIATION OF INTERNATIONAL CHAMPIONS (AIC) 1876 NOBLE ROAD ARDEN HILLS MN 551127808 391673284 501(C)(3) 47951 GRANT FOR AIC SINGING ACTIVITIES CHAPTER - ST CHARLES 15511 CANYON VIEW CT CHESTERFIELD MO 63017 237004257 501(C)(3) 5000 CHAPTER PROGRAMS AND SUPPORT 8 0 PART I, LINE 2: GRANT RECIPIENTS (BARBERSHOP HARMONY SOCIETY) 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 RANDOM CAMPS AND WORKSHOPS OF VARIOUS DISTRICTS AND CHAPTERS, NEXT GENERATION CHORUS AND QUARTET PROGRAMS, AND SEVERAL OTHER PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS. X 0 0 0 0 0 0 0 0 0 DR PERRY D WHITE EX OFFICIO, HFI PRESIDENT 154649 0 196 0 0 0 0 0 39043 0 193888 0 0 0 X 6 31521 SELLING PRICE X COMMEMORATIVE PINS 1 6000 REPLACEMENT COST X SHEET MUSIC 1 3971 REPLACEMENT COST 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 4 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 7A 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 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 1 0 1 0 0 0 THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY B 330396 TRANSACTION AMOUNT AND FMV THE FOUNDATION SHARED A BUILDING WITH THE SOCIETY N TRANSACTION AMOUNT THE FOUNDATION REIMBURSED EXPENSES TO THE BARBERSHOP HARMONY SOCIETY P 21084 TRANSACTION AMOUNT PART V, LINE 2 PRIOR TO SEPTEMBER 11, 2020, THE FOUNDATION'S OFFICES WERE LOCATED AT THE SOCIETY'S HEADQUARTERS AND WERE PROVIDED AT NO RENTAL COST TO THE FOUNDATION. AMOUNTS PROVIDED IN PART V, LINE 2(3) ARE THROUGH APRIL 30, 2020. DUE TO ACTIONS TAKEN IN 2020, THE RELATED PARTY NATURE OF THE ORGANIZATIONS IS IN DISPUTE.