2020-08-11T11:15:43-05:00 2019-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2019-01-01 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 2020-08-11 1 KEN YOUNGSTEAD P00320901 6152427351 2020-08-06 65.198.206.98 2020-08-11 08:53:53 CD P B68C22C976E44D36ACAA41583C666EA48034497C 572DC34321C8E55952FE6A1E0B7461300318CAEB 2019 2020-09-23 17:36:50Z BARBERSHOP HARMONY SOCIETY MARTIN MONSON 110 7TH AVENUE NORTH NASHVILLE TN 37203 6256929 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 47 650 4992 -587 608309 574741 4292585 4394695 92183 26045 72700 125442 5065777 5120923 394962 479264 0 0 2578669 2883024 0 0 0 2536940 2543715 5510571 5906003 -444794 -785080 5653733 5907785 2849654 3752965 2804079 2154820 X SEE SCHEDULE O 0 0 1227928 1466001 SEE SCHEDULE O 2966609 479264 2677656 SEE SCHEDULE O 985619 356096 SEE SCHEDULE O 5180156 1 1 0 0 0 0 0 1 0 1 1 0 0 1 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 1 0 0 0 1 0 0 0 1 150 0 1 47 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 TN X X ERIK P DOVE CFOCOO 6156734133 110 7TH AVE NORTH NASHVILLE TN 372033704 MARTIN MONSON NON-VOTING CEO/SECRETARY 40.00 5.00 X 193738 0 40911 ERIK P DOVE CFO/COO 40.00 X 157086 0 30742 HOLLY KELLAR CMO 40.00 X 141845 0 26539 ERIN HARRIS CPO 40.00 X 103188 0 21556 DICK POWELL PRESIDENT 10.00 X X 0 0 0 SKIPP KROPP IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 JOHN SANTORA TREASURER 5.00 X X 0 0 0 JOHN MILLER EXECUTIVE VICE PRESIDENT 5.00 X X 0 0 0 BERNARD PRICEMAN BOARD MEMBER 5.00 X 0 0 0 STEPHEN DENINO BOARD MEMBER 5.00 X 0 0 0 JOHN DONEHOWER BOARD MEMBER 5.00 X 0 0 0 DAVID HAEDTLER 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 595857 0 119748 4 0 1 0 FACILITY PLANNERS INC PO BOX 128485 NASHVILLE TN 37212 OFFICE RENOVATIONS 144052 1 574741 574741 MEMBERSHIP DUES 900099 2261704 2261704 CONVENTIONS 711130 1476001 1476001 MUSICAL EXPERIENCE 711130 485003 485003 IMAGE 711130 166995 166995 MAGAZINE PUBLISHING 541800 4992 4992 4394695 26005 26005 5392 5392 210643 210603 40 40 40 796496 925403 -128907 -128907 CHAPTER REIMBURSEMENTS 900099 183531 183531 OTHER 900099 65426 65426 248957 5120923 4509753 4992 31437 86705 86705 392559 392559 422478 370839 51639 1923640 1683561 240079 190427 166520 23907 166695 145950 20745 179784 157414 22370 16049 16049 42531 42531 64340 64215 125 61629 61629 291308 286147 5161 109333 95728 13605 478989 360369 118620 437267 384800 52467 20595 20595 235279 206003 29276 22158 19401 2757 MUSIC EDUCATION & COMPE 271989 271989 MISCELLANEOUS 259447 214674 44773 MEMBER SERVICES 118368 112338 6030 EQUIPMENT RENTAL & MAIN 114433 99315 15118 5906003 5180156 725847 0 8613 53685 295080 415519 47039 49234 165216 221352 289633 240974 8369922 4601316 3848919 3768606 676008 767155 8811 7724 314414 383536 5653733 5907785 401556 520156 1899915 1816408 316991 1225440 231192 190961 2849654 3752965 X 2804079 2154820 2804079 2154820 5653733 5907785 -785080 135821 0 X X 0 1 X 1 0 X 3127838 3093281 2657238 2755419 2841185 14474961 2895612 2752344 2897005 2997103 2911462 14453526 6023450 5845625 5554243 5752522 5752647 28928487 0 0 0 28928487 31987 23063 83380 55875 31397 225702 31987 23063 83380 55875 31397 225702 212200 237084 208995 242362 247388 1148029 6267637 6105772 5846618 6050759 6031432 30302218 0.95470 0.95300 0.00740 0.00880 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CHAPTER PROGRAMS - 2015 AMOUNT: $ 166,638. 2016 AMOUNT: $ 165,022. 2017 AMOUNT: $ 177,874. 2018 AMOUNT: $ 181,717. 2019 AMOUNT: $ 183,531. MISCELLANEOUS - 2015 AMOUNT: $ 45,562. 2016 AMOUNT: $ 72,062. 2017 AMOUNT: $ 31,121. 2018 AMOUNT: $ 60,645. 2019 AMOUNT: $ 63,857. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 2782964 134318 94823 69715 13333 2929057 2314481 381974 173433 50105 36819 2782964 1935312 59865 368064 39745 9015 2314481 1775451 44025 150802 30539 4427 1935312 1727519 159196 -69960 30218 11086 1775451 1.00000 0 1 1 775000 775000 4477073 1864266 2612807 3117849 2737050 380799 3768606 ACCOUNTS RECEIVABLE-HARMONY FOUNDATION 1571 FUNDS HELD BY HARMONY FOUNDATION 381965 383536 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS 190961 190961 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, 2019 AND 2018. 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, A RELATED ORGANIZATION, HOLDS ENDOWMENT FUNDS WHICH ARE INTENDED TO PROMOTE ASPECTS OF FOUR-PART VOCAL HARMONY, SCHOLARSHIPS TO STUDENTS, EDUCATIONAL PROGRAM SERVICES AND OUTREACH ACTIVITIES. 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 33406 0 0 0 0 0 0 33406 0 33406 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, BANK FEES AND EVENTS. IN ADDITION, THERE WERE PAYMENTS TO DISTRICTS AND REIMBURSMENT CHECKS ISSUED. PART III ACCOUNTING METHOD: 1 SUNSHINE DISTRICT C/O DAVID KANNBERG 13948 SHEFFIELD CT WELLINGTON FL 33414 596194988 501(C)(3) 8000 OUTREACH GRANT - YOUTH SINGING CAMP AND HARMONY WORKSHOP G069 - WESTERN HILLS CHAPTER C/O RANDALL GOSS 558 BLACK HAWK TRL TRL LOVELAND OH 45140 316050236 501(C)(3) 8925 OUTREACH GRANT - YOUTH SINGING CAMP AND HARMONY WORKSHOP C023 - TACOMA CHAPTER C/O TERRY WARFORD 6020 S CEDAR ST TACOMA WA 98409 916055802 501(C)(3) 7000 OUTREACH GRANT - YOUTH SINGING CAMP AND HARMONY WORKSHOP D023 - SAN DIEGO CHAPTER C/O NEAL PALMER 8374 SUGARMAN DR LA JOLLA CA 92037 952572836 501(C)(3) 6000 OUTREACH GRANT - YOUTH SINGING CAMP AND HARMONY WORKSHOP P036 - MELBOURNE CHAPTER C/O DAVID RICHARDS 1376 SANGRIA CIR CIR ROCKLEDGE FL 32955 592981921 501(C)(3) 7380 OUTREACH GRANT - YOUTH SINGING CAMP AND HARMONY WORKSHOP DIXIE DISTRICT C/O DENNIS BRANNON PO BOX 806 FAYETTEVILLE GA 30214 561207179 501(C)(3) 6500 OUTREACH GRANT - YOUTH SINGING CAMP AND HARMONY WORKSHOP 6 0 NEXT GENERATION BARBERSHOP VARSITY SCHOLARSHIPS 121 24125 19459 OTHER - REIMBURSE TRAVEL AND RELATED EXPENSES; FMV - EVENT REGISTRATIONS SCHOLARSHIPS COVER TRAVEL & REGISTRATION EXPENSES NON-CASH SCHOLARSHIPS TO HARMONY UNIVERSITY 101 81100 FMV - TUITION RATES FOR PROGRAM SCHOLARSHIPS COVER ROOM, BOARD AND TUITION NEXT GENERATION CHORUS - HARMONY UNIVERSITY SCHOLARSHIPS 35 18663 FMV - TUITION RATES FOR PROGRAM SCHOLARSHIPS COVER ROOM, BOARD AND TUITION NEXT GENERATION BARBERSHOP JUNIOR CHORUS INVITATIONAL 867 120029 129183 FMV - EVENT REGISTRATION EXPENSE ASSISTANCE TO COVER ROOM EXPENSES FOR FESTIVAL PART I, LINE 2: GRANTS ARE SCHOLARSHIPS TO AN EDUCATIONAL CONFERENCE ADMINISTERED BY THE SOCIETY. ATTENDANCE IS TRACKED AND EVALUATIONS ARE COLLECTED TO ASCERTAIN VALUE TO THE RECIPIENTS. IN REGARDS TO THE NEXT GENERATION BARBERSHOP VARSITY QUARTET SCHOLARSHIPS, RECIPIENTS ARE ASKED TO COMMIT TO PARTICIPATING IN YOUTH OUTREACH AND EDUCATIONAL PROGRAMS IN THEIR RESPECTIVE COMMUNITIES. IN REGARDS TO THE NEXT GENERATION JUNIOR CHORUS INVITATIONAL ASSISTANCE, RECIPIENTS RECEIVE FREE REGISTRATION TO THE SOCIETY'S MIDWINTER CONVENTION AND ROOMS PAID BY THE SOCIETY. X X X 0 0 0 0 0 0 0 1 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 169238 0 24500 0 0 0 31410 0 9501 0 234649 0 0 0 ERIK P DOVE CFO/COO 149086 0 8000 0 0 0 21714 0 9028 0 187828 0 0 0 HOLLY KELLAR CMO 133845 0 8000 0 0 0 18187 0 8352 0 168384 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. X 1 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS PART I, LINE 33: THE ORGANIZATION HAS ELECTED, AS PERMITTED BY ACCOUNTING STANDARDS CODIFICATION SECTION 958, NOT TO REPORT IN THEIR FINANCIAL RECORDS THE VALUE OF WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. 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 THE WORLD'S LARGEST SINGING ORGANIZATION, WITH MORE THAN 19,000 MEMBERS AND ASSOCIATES ACROSS NORTH AMERICA, IN MORE THAN 700 LOCAL CHAPTERS AND CHORUSES ORGANIZED ACROSS 17 DISTRICTS. AFFILIATED SINGING ORGANIZATIONS IN MORE THAN A DOZEN COUNTRIES BRING THE TOTAL NUMBER OF KNOWN, ACTIVE SINGERS TO MORE THAN 70,000 WORLDWIDE. FOUNDED IN 1938 AS THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INC. (SPEBSQSA), THE SOCIETY PRESERVES AND EXTENDS THE REACH OF BARBERSHOP MUSIC, A UNIQUELY AMERICAN, CLOSE HARMONY CHORAL SINGING FORM WHICH HAS ITS ROOTS IN AFRICAN-AMERICAN COMMUNITIES AT THE TURN OF THE 20TH CENTURY. WITH A LEGACY OF PRESERVING AND PROMOTING THE ART OF BARBERSHOP SINGING FOR MORE THAN 80-YEARS, THE VISION OF THE BARBERSHOP HARMONY SOCIETY IS "EVERYONE IN HARMONY". BY THIS, WE MEAN A WORLD WHERE LITERALLY EVERY PERSON'S LIFE IS ENHANCED BY THE JOY AND BENEFITS OF SINGING TOGETHER. WHEN PEOPLE SING TOGETHER, THEIR LIVES ARE IMPROVED ON MANY LEVELS AND IN TURN, OUR COMMUNITIES ARE HEALTHIER AND MORE VIBRANT PLACES TO LIVE. SINGING TOGETHER HELPS PEOPLE WORK THROUGH AND OFTEN RESOLVE VARIOUS PERSONAL AND INTERPERSONAL CHALLENGES, WHICH CAN LEAD TO A REDUCTION IN THE SOCIAL COSTS OF THOSE CHALLENGES. WHEN YOUNG PEOPLE RECEIVE MUSIC EDUCATION AND SING TOGETHER, IT HELPS THEM LEARN, DEVELOP SOCIAL SKILLS, COLLABORATION, TRUST AND ACCOUNTABILITY, AND BECOME HEALTHIER ADULTS. WHEN PEOPLE SING TOGETHER ACROSS CULTURES OR GROUPS, IT UNIFIES THEM AND REDUCES BARRIERS TO AUTHENTIC, HUMAN CONNECTION. OUR LONG-TERM, MULTI-GENERATIONAL EXPERIENCE SHOWS THAT WHEN BOYS AND MEN SING TOGETHER, IT HAS AN IMPORTANT EFFECT ON CREATING A SAFE SPACE TO EXPAND THE CONCEPTS OF MASCULINITY, MALE IDENTITY AND VULNERABILITY. 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 PEOPLE IN ALL COMBINATIONS. THE SOCIETY IS COMMITTED TO SUPPORTING AND ENCOURAGING THE BENEFITS OF SINGLE GENDER SINGING 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. PART OF THAT EVALUATION INCLUDES CONSIDERING WHAT ROLE GENDER PLAYS IN THIS EXPERIENCE. MANY SOCIETY CHAPTERS OFFER A UNIQUE SINGLE-GENDER EXPERIENCE IN WHICH INVOLVED, COMPASSIONATE ADULTS OF ALL AGES MENTOR YOUNG PEOPLE. THIS EXPERIENCE IS CORE TO THE VALUE BEING OFFERED. THESE INTERGENERATIONAL SINGING COMMUNITIES CULTIVATE SHARED EXPERIENCES, LIFELONG FRIENDSHIPS AND ROLE MODELS THAT SUPPORT SINGERS IN ALL ASPECTS OF THEIR LIVES. THE SOCIETY'S VISION OF EVERYONE IN HARMONY ALLOWS MORE SINGING COMMUNITIES THE OPPORTUNITY TO SING WITH YOUTH AND ADULTS IN ALL GENDER 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 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EVALUATION, COACHING AND TRAINING (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 EXPAND, GROW AND BECOME MORE SUSTAINABLE; MORE SINGING COMMUNITIES ARE FORMED; MORE SINGERS JOIN THESE COMMUNITIES; AND THESE GROUPS BECOME INTEGRAL PARTS OF THE CULTURAL FABRIC OF THEIR 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, SHOWS, CELEBRATIONS AND FELLOWSHIP. THE SUMMER INTERNATIONAL CONVENTION IS OUR LARGEST EVENT. IT INCLUDES THE WORLD CHAMPIONSHIPS FOR QUARTET AND CHORUS PERFORMANCES, A "NEXT GENERATION" QUARTET CONTEST, DOZENS OF HARMONY UNIVERSITY CLASSES, A "SHOW OF CHAMPIONS", AND A SPECTACULAR CLOSING EVENT. THE MIDWINTER CONVENTION IS AN INTERGENERATIONAL SINGING CELEBRATION THAT INCLUDES A "NEXT GENERATION" CHORUS 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 THESE EVENTS ANNUALLY, WITH MANY ATTENDING YEAR AFTER YEAR. WE ESTIMATE OVER 130,000 HAVE ATTENDED OVER THE LIFE OF THE SOCIETY. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: OUTREACH, INCLUSION AND PROMOTION (IMAGE & MEMBERSHIP SERVICES) -- WE CONDUCT MUSIC EDUCATION AND OUTREACH PROGRAMS, CREATE PARTNERSHIPS, DISTRIBUTE RESOURCES AND PRODUCE EVENTS THAT INCREASE ACCESS TO 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 LIVES ARE IMPROVED AT MANY LEVELS; 2) COMMUNITIES ARE HEALTHIER, BOTH METAPHORICALLY AND SPECIFICALLY; 3) YOUNG PEOPLE RECEIVE MUSIC EDUCATION AND SING TOGETHER, IT HELPS THEM LEARN, DEVELOP AND BECOME HEALTHIER ADULTS; 4) WHEN PEOPLE SING TOGETHER ACROSS GENERATIONS, IT ENHANCES THE LIVES OF ALL THE GENERATIONS; 5) WHEN PEOPLE SING TOGETHER ACROSS CULTURES OR GROUPS, IT UNIFIES THEM AND REDUCES BARRIERS BETWEEN GROUPS; 6) WHEN MEN SING TOGETHER, IT HELPS THEM BECOME BETTER MEN, AND WHEN YOUNG MEN SING TOGETHER, IT HELPS THEM DEVELOP A HEALTHY IDENTITY; 7) WHEN PEOPLE FACING SIGNIFICANT CHALLENGES SING TOGETHER, IT HELPS THEM WITH THOSE CHALLENGES, AND IS LIKELY TO HELP SOCIETY ADDRESS THOSE ISSUES AS WELL. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: NEXT GENERATION BARBERSHOP 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 APPROXIMATELY 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. IN 2020 IT WILL BE HELD IN JACKSONVILLE, FL. WITH THE SUPPORT OF FUNDING BY HARMONY FOUNDATION INTERNATIONAL, WE ARE ABLE TO OFFER FREE CONVENTION REGISTRATIONS AND FINANCIAL SUPPORT FOR UP TO 100% OF LODGING EXPENSES FOR PARTICIPATING YOUTH. THE NEXT GENERATION VARSITY QUARTET CONTEST, FOR MALE VOICES, AGE 25 AND UNDER, IS THE MODERN DAY RENDITION OF WHAT STARTED OVER 25 YEARS AGO AS THE COLLEGE QUARTET CONTEST. OVER 200 YOUNG MEN PARTICIPATE PER YEAR IN THIS SHOWCASE ADJUDICATED IN FRONT OF THOUSANDS OF SUPPORTIVE BARBERSHOP FANS. FIVE QUARTETS HAVE GONE ON TO BECOME INTERNATIONAL CHAMPIONS, AND DOZENS OF ALUMNAE ARE NOW IN KEY MUSICAL LEADERSHIP POSITIONS THROUGHOUT THE SOCIETY AND IN THEIR LOCAL COMMUNITIES. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THE EVENT ACCESSIBLE TO ALL. THE NEXT GENERATION VARSITY CHORUS INVITATIONAL, FOR MALE, FEMALE AND MIXED 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 MALE, FEMALE AND MIXED VOICES, AGE 18 AND UNDER, DEBUTED IN 2019 AT THE GRAND OLE OPRY. SUBSTANTIAL SCHOLARSHIP PROGRAMS WILL MAKE THIS ACCESSIBLE TO ALL. OUR EVERYONE IN HARMONY GRANTS PROGRAM DISTRIBUTES BHS FUNDING TO GRASSROOTS SINGING COMMUNITIES FOR EFFECTIVE AND INNOVATIVE PROGRAMS THAT ADVANCE OUR AIMS. THE YOUTH OUTREACH GRANT IS DESIGNED TO HELP SUPPORT YOUTH AND MUSIC EDUCATOR WORKSHOPS, ONE DAY FESTIVALS, AND MULTI-DAY CAMPS CENTERED AROUND YOUTH EDUCATION AND THE A CAPPELLA EXPERIENCE. THE PROGRAM HAS DISTRIBUTED MORE THAN 250 GRANTS, TOTALING MORE THAN $725,000, IN THE LAST FIVE YEARS. MORE THAN 30,000 YOUTH HAVE PARTICIPATED IN GRASSROOTS PROGRAMS SUPPORTED BY THESE GRANTS. WE DISTRIBUTE SHEET MUSIC, 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 WORK WITH OTHERS IN THE CHORAL ECOSYSTEM TO ADVANCE THE IDEA OF SINGING TOGETHER FOR ALL. WE PROVIDE OPERATIONAL SERVICES FOR LOCAL SINGING COMMUNITIES, INCLUDING LEGAL FORMATION, INSURANCE, BOARD DEVELOPMENT, DUES COLLECTION, TECHNOLOGY PLATFORMS, ETC. THESE ARE DESIGNED TO HELP THESE 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 80% OF CHAPTERS AGREE THAT THEY ARE VALUABLE. WE CONNECT SINGERS AND SINGING COMMUNITIES WORLDWIDE THROUGH SOCIAL MEDIA AND ONLINE EFFORTS. WE HAVE AN UNDUPLICATED SOCIAL MEDIA AUDIENCE OF APPROXIMATELY 120,000, AND A TOTAL DUPLICATED AUDIENCE OF OVER 150,000. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: EDUCATION AND LEADERSHIP DEVELOPMENT (MUSICAL EXPERIENCE & HARMONY MARKETPLACE) -- 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 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 AND HARMONY COLLEGE. HARMONY UNIVERSITY IS DELIVERED THROUGH VARIOUS MEANS INCLUDING A ONE WEEK SUMMER INTENSIVE, COURSES AT LOCAL, REGIONAL AND INTERNATIONAL FESTIVALS, AND AN ONLINE OFFERING. 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 400 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 600 FORMAL ENSEMBLE SINGERS IN OUR ALL CHAPTER AND EVERYONE IN HARMONY CHORUSES. WE ARE RAPIDLY GROWING OUR ONLINE OFFERINGS, WITH NOW OVER 80 DISTINCT CLASSES, AVAILABLE 24/7. OFFERINGS INCLUDE LIVE STREAM EVENTS, ON-DEMAND CONTENT, AND ONLINE CLASSROOM SERIES AS WELL AS ARCHIVED HU BELMONT 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 IN THE THREE CATEGORIES OF SINGING, MUSIC AND PERFORMANCE, AND PROGRAM ADMINISTRATORS. 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 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 AND 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 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 DETERMINED 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 AND THE SOCIETY'S 990 IS AVAILABLE FOR REVIEW AT THE SOCIETY'S HEADQUARTERS LOCATION FOR THE LAST 3 YEARS. FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTIONS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VIII, SECTION B THE TOTAL PAYMENTS TO FACILITY PLANNERS, INC. INCLUDES SERVICES AND THE COST OF MATERIALS TO RENOVATE THE EXISTING OFFICE FACILITY, WHICH COULD NOT BE REASONABLY SEGREGATED. HARMONY FOUNDATION INTERNATIONAL INC 110 7TH AVENUE NORTH NASHVILLE TN 37203 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 0 1 0 0 0 0 0 CONTRIBUTION FROM HARMONY FDN INT INC C 574741 CASH SOCIETY OWNS BUILDING THAT IS OCCUPIED BY THE SOCIETY & HARMONY FDN N 0 CASH FUNDS ARE HELD ON BEHALF OF SOCIETY BY HARMONY FOUNDATION E 381965 CASH FUNDRAISING BY HARMONY FDN ON BEHALF OF BARBERSHOP HARMONY FDN M 574741 CASH