HARMONY FOUNDATION INTERNATIONAL IN C: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HARMONY FOUNDATION INTERNATIONAL IN C (EIN 39-6073041)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-03-23
IRS object ID
202030839349300753
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2020-03-23T14:44:50-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396073041EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARMONY FOUNDATION INTERNATIONAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARMBusinessNameControlTxt
Phone6158235611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVENUE NORTH NO 200AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN FAULKENBERRYPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6155233041PhoneNum
Signature2020-03-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEN YOUNGSTEADPreparerPersonNm
PTINP00320901PTIN
Phone6152427351PhoneNum
Preparation2020-03-20PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.198.206.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-03-20IPDt
IP Tm15:18:30IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6FCD46C6E4F4AB410AB9E3795BD2766779AD143EAtSubmissionCreationDeviceId
At Submission Filing Device Id11F0CC2F05653063C14160DCDFBC31C1E8499FE0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR PERRY WHITEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 SEVENTH AVE NORTH SUITE 200AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,964,908GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HARMONYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,006,192PYContributionsGrantsAmt
CY Contributions Grants$2,466,245CYContributionsGrantsAmt
PY Program Service Revenue$2,165PYProgramServiceRevenueAmt
CY Program Service Revenue$694CYProgramServiceRevenueAmt
PY Investment Income$364,334PYInvestmentIncomeAmt
CY Investment Income$100,274CYInvestmentIncomeAmt
PY Other Revenue$165PYOtherRevenueAmt
CY Other Revenue$1,578CYOtherRevenueAmt
PY Total Revenue$3,372,856PYTotalRevenueAmt
CY Total Revenue$2,568,791CYTotalRevenueAmt
PY Grants And Similar Paid$1,094,345PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,073,009CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,199,007PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,147,109CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$875,666CYTotalFundraisingExpenseAmt
PY Other Expenses$510,234PYOtherExpensesAmt
CY Other Expenses$521,483CYOtherExpensesAmt
PY Total Expenses$2,803,586PYTotalExpensesAmt
CY Total Expenses$2,741,601CYTotalExpensesAmt
PY Revenues Less Expenses$569,270PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$172,810CYRevenuesLessExpensesAmt
Total Assets BOY$5,236,322TotalAssetsBOYAmt
Total Assets EOY$5,103,232TotalAssetsEOYAmt
Total Liabilities BOY$515,370TotalLiabilitiesBOYAmt
Total Liabilities EOY$533,704TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,720,952NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,569,528NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,167,359ExpenseAmt
Grant$1,073,009GrantAmt
Revenue$2,272RevenueAmt
DescSINGTHE FOUNDATION PROVIDES GRANT FUNDING FOR SINGING PARTICIPATION AND EDUCATION PROGRAMS FOR STUDENTS IN MIDDLE SCHOOL, HIGH SCHOOL, AND COLLEGE, AS WELL AS OUTREACH PROGRAMS THROUGHOUT THE COUNTRY THAT PROMOTE, DEVELOP AND ADVANCE OPPORTUNITIES FOR LIFELONG SINGING TO PEOPLE OF ALL AGES. IN 2019, THE ORGANIZATION FUNDED ITS OWN CONNECT AND ENRICH EDUCATIONAL PROGRAMS AS WELL AS PROVIDED GRANTS TO BARBERSHOP HARMONY SOCIETY'S ("BHS") VOCAL PROGRAMS THAT INCLUDE MUSIC EDUCATION FOR STUDENTS, BOTH MALE AND FEMALE, AND MUSIC EDUCATORS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE IN ORDER TO DEVELOP, ADVANCE AND ENCOURAGE THEIR LOVE AND ABILITY FOR SINGING TO THE THOUSANDS OF STUDENT LIVES THEY TOUCH. IN ADDITION, HARMONY FOUNDATION FUNDS PROGRAMS THAT ENCOURAGE SINGING ACROSS ALL ECONOMIC, RACIAL, CULTURAL AND GENDER DEMOGRAPHICS. HARMONY FOUNDATION FOSTERS A CULTURE OF PHILANTHROPY IN SOCIETY TO CARRY OUT COMPREHENSIVE DEVELOPMENT PROGRAMS, AND TO SECURE ITS FUTURE THROUGH ENDOWMENT. HARMONY FOUNDATION IS STRIVING TO REMOVE THE FINANCIAL BARRIERS TO SINGING ENGAGEMENT AND TO MAKE A BETTER WORLD THROUGH SINGING. HARMONY FOUNDATION PROVIDED FINANCIAL SUPPORT TO BHS ACROSS MULTIPLE PROGRAMS, INCLUDING THE FOLLOWING: SCHOLARSHIPS TO HARMONY UNIVERSITY, BELMONT- A WEEK LONG IMMERSION IN SINGING, FOR EVERYONE FROM ENTRY LEVEL SINGERS TO EXPERIENCED ARTISTS AND MUSIC EDUCATORS. DURING THIS WEEK, BARBERSHOP IS TAUGHT, SKILLS ARE BUILT, MUSIC LEADERS AND TEACHERS ARE ENERGIZED WITH NEW REHEARSAL TECHNIQUES AND SO MUCH MORE.OUTREACH GRANTS - BHS PROMOTES VOCAL OUTREACH PROGRAMS THROUGH ITS 17 DISTRICTS, 700+ CHAPTERS ACROSS NORTH AMERICA, AND OTHER CHORAL GROUPS THAT PROMOTE LIFELONG SINGING AT A GRASS ROOTS LEVEL. THERE IS A STRINGENT APPLICATION AND ACCOUNTABILITY STANDARD DESIGNED AND IMPLEMENTED BY THE BHS AND ITS OUTREACH TEAM. NEXT GENERATION (NEXT GEN) JR VARSITY CHORUS FESTIVAL- A KEY COMPONENT FOR ESTABLISHING LIFELONG SINGING AS AN ASSET IN COMMUNITIES ACROSS THE COUNTRY AND THE WORLD. HARMONY FOUNDATION PROVIDED FUNDING TO OFFER COMPLIMENTARY REGISTRATION AND LODGING TO OVER 1,000 MIDDLE SCHOOL THROUGH COLLEGE SINGERS AND THEIR EDUCATORS AT THE 2019 MIDWINTER CONVENTION IN NASHVILLE, TN. THERE WERE 1560 NEXT GEN JUNIOR QUARTET PARTICIPANTS AND 17,834 NEXT GEN JUNIOR CHORUS PARTICIPANTS AT THE MIDWINTER CONVENTION.THIS SPECIAL EVENT IS PAIRED WITH THE LARGEST BARBERSHOP SENIOR QUARTET EVENT, TRULY DEMONSTRATING THE BENEFITS OF LIFELONG SINGING WHILE PROVIDING THE GATEWAY ACROSS A GENERATIONAL BRIDGE OF POSITIVE, SUPPORTIVE AND MEMORABLE IMMERSION INTO SINGING FOR HUNDREDS OF PEOPLE, YOUNG AND MATURE. NEXT GENERATION (NEXT GEN) VARSITY QUARTET COMPETITION- A HIGHLY VISIBLE OUTREACH EFFORT TO ENCOURAGE YOUNG MEN TO SING BARBERSHOP AND PROVIDE A VEHICLE IN WHICH THEY CAN EXCEL AND BE SUPPORTED BY THE ENTIRE BARBERSHOP COMMUNITY. THROUGH THIS PROGRAM THAT BEGAN IN 1992, MORE THAN 2,600 YOUNG MEN AND 650 QUARTETS HAVE CROSSED THE STAGE. AT THE SALT LAKE INTERNATIONAL CONVENTION, THERE WERE 2080 PARTICIPANTS IN NEXT GEN VARSITY QUARTETS AND 122 PARTICIPANTS IN THE NEXT GEN VARSITY CHORUS. MANY OF THESE PARTICIPANTS HAVE EXPERIENCED MORE PROFOUND OUTCOMES INCLUDING CAREER PATHS TO BECOME MUSIC EDUCATORS, INCREASED LEADERSHIP SKILLS, CONFIDENCE AND BECOMING ROLE MODELS, MENTORS AND INSPIRATIONS TO THE YOUTH TO FOLLOW YEAR AFTER YEAR. HEALTHY CHAPTER INITIATIVE PROGRAMS- ENRICHING LIVES THROUGH SINGING OFTEN BEGINS WITH EXPERIENCE OF SINGING IN COMMUNITY WITH OTHERS. HEALTHY CHAPTER INITIATIVES PROVIDE RESOURCES AND TOOLS TO ENRICH THE MEMBER CHORAL ENGAGEMENT, ACHIEVE A HIGHER LEVEL OF PARTICIPATION, COMRADERIE, ARTISTRY AND MUSICAL CREDIBILITY, DEVELOP CAPACITY AND STRUCTURE TO SUPPORT, NURTURE AND GROW THIS PRECIOUS ASSET. MUSIC EDUCATION PROGRAM - PROVIDING MUSIC EDUCATORS AND THEIR STUDENTS WITH SHEET MUSIC THAT ENABLES EDUCATORS TO CREATE EXPERIENCES THAT INSPIRE PEOPLE TO SHARE THE JOY OF SINGING IN HARMONY FOR THE REST OF THEIR LIVES. BHS TARGET AUDIENCE FOR THESE ACTIVITIES INCLUDE MUSIC EDUCATORS AND THEIR STUDENTS FROM MIDDLE AND HIGH SCHOOL THROUGH COLLEGIATE LEVELS. THROUGHOUT THE COUNTRY, QUARTETS AND CHORUSES VOLUNTEER AT LOCAL SCHOOL MUSIC DEPARTMENTS AND THE DISTRIBUTION OF MUSIC HELPS THAT OUTREACH EFFORT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$119,770ExpenseAmt
DescENRICHHARMONY 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. EVEN IN TIMES OF DIRE CIRCUMSTANCES IN SOMEONE'S LIFE, SINGING CAN HELP PROVIDE STRENGTH, HOPE AND INSPIRATION TO PERSEVERE. THE FOUNDATION ATTENDS AND INTERACTS WITH SINGERS AT CONVENTIONS AND OTHER COMMUNITY ENGAGEMENTS AND GATHERS DATA FROM THE SINGING COMMUNITY AND PROGRAMS IT SUPPORTS TO ENSURE THE EXECUTION AND THE QUALITY IMPACT OF THE PROGRAMS IT SUPPORTS, INCLUDING THE RELATED OVERSIGHT OF PROGRAMS SUCH AS ENDOWMENT AND DONOR CHOICE GRANTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$149,333ExpenseAmt
Grant$0GrantAmt
DescCONNECTTHE FOUNDATION'S CORE BELIEF IS THAT SINGING ENRICHES LIVES AND COMMUNITIES, TRANSFORMING VOICES FROM MANY BACKGROUNDS INTO ONE HARMONIOUS VOICE. AS PROUD AMBASSADORS FOR PHILANTHROPY, WE LINK THOSE WHO DESIRE TO BE CATALYSTS FOR SINGING PROGRAMS DIRECTLY TO THE IMPACT PARTNERS PROVIDING PROGRAMS THAT ENRICH LIVES THROUGH SINGING. THE FOUNDATION 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 A GENERATION TO BREAK DOWN BARRIERS AND ACTIVELY ENGAGE AND INCLUDE PEOPLE IN AN ACTIVITY THAT CREATES NOT ONLY HARMONY WITH THEIR VOICES, BUT PERHAPS A STEP TOWARD MORE HARMONY IN THEIR NEIGHBORHOODS, SCHOOLS, WORKPLACES, HOMES AND OUR WORLD. BY USE OF MULTIPLE MEDIUMS OF COMMUNICATION, INCLUDING PERSONAL VISITS TO SINGING COMMUNITIES ALL ACROSS THE COUNTRY, WE SHARE PROGRAMS THAT MAKE TRUE DIFFERENCES IN THE LIVES OF PARTICIPANTS AND INVESTORS TO GROW STRONGER COMMUNITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,436,462TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLYN FAULKENBERRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6158235611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVE NORTH AVE STE 200AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
GARY PLAAG
CHAIR4.00Yes (X)Yes (X)$0$0$0
JEFF SELANO
VICE CHAIR (END 4/2019)3.00Yes (X)Yes (X)$0$0$0
DEBBIE CLEVELAND
TRUSTEE2.00Yes (X)$0$0$0
MIKE DEPUTY
TRUSTEE2.00Yes (X)$0$0$0
DON LAMBERT
TRUSTEE2.00Yes (X)$0$0$0
SHERRI MATTHEWS
TRUSTEE (START 1/2019)2.00Yes (X)$0$0$0
MIKE MOISIO
TRUSTEE2.00Yes (X)$0$0$0
CASEY PARSONS
TRUSTEE (END 8/2019)2.00Yes (X)$0$0$0
KENDALL WILLIAMS
TRUSTEE (START 1/2019)2.00Yes (X)$0$0$0
DONALD A LAURSEN
TREASURER (NON-VOTING)3.00Yes (X)$0$0$0
LYNN WEAVER
IMMEDIATE PAST CHAIR (NON-VOTING)4.00Yes (X)$0$0$0
CAROLYN FAULKENBERRY
CFO40.00Yes (X)$114,175$0$19,261
DR PERRY D WHITE
EX OFFICIO, HFI PRESIDENT & CEO40.00Yes (X)$154,308$0$47,1505.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$268,483TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$66,411TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,466,245AllOtherContributionsAmt
Noncash Contributions$123,444NoncashContributionsAmt
Total Contributions$2,466,245TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$694TotalRevenueColumnAmt
Related Or Exempt Func Income$694RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$694TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,067TotalRevenueColumnAmt
Exclusion$93,067ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$403,324SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$396,117SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,207SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,207TotalRevenueColumnAmt
Exclusion$7,207ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,578TotalRevenueColumnAmt
Related Or Exempt Func Income$1,578RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,578OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,568,791TotalRevenueColumnAmt
Related Or Exempt Func Income$2,272RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$100,274ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,073,009TotalAmt
Program Services$1,073,009ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$341,372TotalAmt
Program Services$98,700ProgramServicesAmt
Management And General$125,414ManagementAndGeneralAmt
Fundraising$117,258FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$618,629TotalAmt
Program Services$146,418ProgramServicesAmt
Management And General$71,565ManagementAndGeneralAmt
Fundraising$400,646FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$59,396TotalAmt
Program Services$13,877ProgramServicesAmt
Management And General$8,046ManagementAndGeneralAmt
Fundraising$37,473FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$60,889TotalAmt
Program Services$15,018ProgramServicesAmt
Management And General$1,546ManagementAndGeneralAmt
Fundraising$44,325FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$66,823TotalAmt
Program Services$16,918ProgramServicesAmt
Management And General$13,152ManagementAndGeneralAmt
Fundraising$36,753FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,321TotalAmt
Program Services$303ProgramServicesAmt
Management And General$3,018ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,975TotalAmt
Program Services$1,729ProgramServicesAmt
Management And General$17,246ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,913TotalAmt
Management And General$27,913ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,394TotalAmt
Program Services$491ProgramServicesAmt
Management And General$4,903ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$37,865TotalAmt
Program Services$2,505ProgramServicesAmt
Fundraising$35,360FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$65,267TotalAmt
Program Services$7,846ProgramServicesAmt
Management And General$41,673ManagementAndGeneralAmt
Fundraising$15,748FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$51,892TotalAmt
Program Services$4,727ProgramServicesAmt
Management And General$22,689ManagementAndGeneralAmt
Fundraising$24,476FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$130,502TotalAmt
Program Services$32,648ProgramServicesAmt
Management And General$2,310ManagementAndGeneralAmt
Fundraising$95,544FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$53,418TotalAmt
Fundraising$53,418FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,008TotalAmt
Program Services$2,912ProgramServicesAmt
Management And General$2,096ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT LABOR$35,556$3,239$32,317$0
GOVERNANCE$30,127$2,753$27,374$0
STAFF DEVELOPMENT$20,406$1,859$15,734$2,813
CULTIVATION$7,000$0$0$7,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$28,839TotalAmt
Program Services$11,510ProgramServicesAmt
Management And General$12,477ManagementAndGeneralAmt
Fundraising$4,852FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,741,601TotalAmt
Program Services$1,436,462ProgramServicesAmt
Management And General$429,473ManagementAndGeneralAmt
Fundraising$875,666FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,413BOYAmt
EOY$111,894EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$186,624BOYAmt
EOY$96,068EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,316,951BOYAmt
EOY$1,014,827EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$57,509BOYAmt
EOY$55,026EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$211,426LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$185,444LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,689BOYAmt
EOY$25,982EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,073,536BOYAmt
EOY$3,235,435EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$554,600BOYAmt
EOY$564,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,236,322BOYAmt
EOY$5,103,232EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$77,802BOYAmt
EOY$73,032EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$437,568BOYAmt
EOY$460,672EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$515,370BOYAmt
EOY$533,704EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$985,200BOYAmt
EOY$822,679EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$952,788BOYAmt
EOY$817,792EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,782,964BOYAmt
EOY$2,929,057EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,720,952BOYAmt
EOY$4,569,528EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,236,322BOYAmt
EOY$5,103,232EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$172,810ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$21,386NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,191,251CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,334,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,527,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,006,192CurrentTaxYearMinus1YearAmt
Current Tax Year$2,466,245CurrentTaxYearAmt
Total$15,525,680TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,191,251CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,334,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,527,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,006,192CurrentTaxYearMinus1YearAmt
Current Tax Year$2,466,245CurrentTaxYearAmt
Total$15,525,680TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$113,577SubstantialContributorsTotAmt
Public Support Total170$15,412,103PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,372CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,893CurrentTaxYearMinus1YearAmt
Current Tax Year$93,067CurrentTaxYearAmt
Total$262,915TotalAmt
FieldValueIRS element (for citing)
Total Support$15,788,595TotalSupportAmt
Gross Receipts Rltd Activities$13,010GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97620PublicSupportCY170Pct
Public Support PY1700.98310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$25,337DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,782,964BeginningYearBalanceAmt
Contributions$134,318ContributionsAmt
Investment Earnings Or Losses$94,823InvestmentEarningsOrLossesAmt
Grants Or Scholarships$69,715GrantsOrScholarshipsAmt
Administrative Expenses$13,333AdministrativeExpensesAmt
End Year Balance$2,929,057EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,314,481BeginningYearBalanceAmt
Contributions$381,974ContributionsAmt
Investment Earnings Or Losses$173,433InvestmentEarningsOrLossesAmt
Grants Or Scholarships$50,105GrantsOrScholarshipsAmt
Administrative Expenses$36,819AdministrativeExpensesAmt
End Year Balance$2,782,964EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,935,312BeginningYearBalanceAmt
Contributions$167,600ContributionsAmt
Investment Earnings Or Losses$260,329InvestmentEarningsOrLossesAmt
Grants Or Scholarships$39,745GrantsOrScholarshipsAmt
Administrative Expenses$9,015AdministrativeExpensesAmt
End Year Balance$2,314,481EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,775,451BeginningYearBalanceAmt
Contributions$44,025ContributionsAmt
Investment Earnings Or Losses$150,802InvestmentEarningsOrLossesAmt
Grants Or Scholarships$30,539GrantsOrScholarshipsAmt
Administrative Expenses$4,427AdministrativeExpensesAmt
End Year Balance$1,935,312EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,727,519BeginningYearBalanceAmt
Contributions$159,196ContributionsAmt
Investment Earnings Or Losses-$68,935InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,243GrantsOrScholarshipsAmt
Administrative Expenses$11,086AdministrativeExpensesAmt
End Year Balance$1,775,451EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$211,426OtherCostOrOtherBasisAmt
Depreciation$185,444DepreciationAmt
Book Value$25,982BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$25,982TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE OF LIFE INSURANCE$187,000
INTEREST IN CRUTS$377,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$564,000TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS$98,071
ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY$5,165
FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY$357,436
FieldValueIRS element (for citing)
Total Liability$460,672TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,562,264TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$21,386NetUnrealizedGainsInvstAmt
Revenue Not Reported$21,386RevenueNotReportedAmt
Revenue Subtotal$2,540,878RevenueSubtotalAmt
Investment Expenses Not Incld$27,913InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$27,913RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,568,791TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,713,688TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,713,688ExpensesSubtotalAmt
Investment Expenses Not Incld2$27,913InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$27,913ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,741,601TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
BARBERSHOP HARMONY SOCIETY
110 SEVENTH AVE NORTHNASHVILLETN37203390926339501(C)(3)$614,740$4,765FMVDONATED SHEET MUSICSCHOLARSHIPS, OUTREACH, CHORUS AND QUARTET CONTEST, AND CHAPTER INITIATIVE PROGRAMS
CHAPTER-SANTA FE SPRINGS
850322199501(C)(3)$9,950CAMPS & WORKSHOPS
DISTRICT-MID ATLANTIC
226079249501(C)(3)$13,984CAMPS & WORKSHOPS
CHAPTER-WESTMINSTER
956196396501(C)(3)$5,908CAMPS & WORKSHOPS
DISTRICT-SUNSHINE
596194988501(C)(3)$7,659CAMPS & WORKSHOPS
CHAPTER-ALEXANDRIA
546047426501(C)(3)$9,626CAMPS & WORKSHOPS
CHAPTER-DENVER-MILE HIGH
846044526501(C)(3)$7,605CAMPS & WORKSHOPS
DISTRICT-FAR WESTERN
956085839501(C)(3)$7,875CAMPS & WORKSHOPS
DISTRICT-ROCKY MOUNTAIN
742073627501(C)(3)$9,505CAMPS & WORKSHOPS
CHAPTER-NAPLESFT MYERS
591648285501(C)(3)$5,854CAMPS & WORKSHOPS
DISTRICT-JOHNNY APPLESEED
237114002501(C)(3)$7,205CAMPS & WORKSHOPS
DISTRICT-CAROLINA
271856516501(C)(3)$5,033CAMPS & WORKSHOPS
CHAPTER-DES MOINES
426092566501(C)(3)$7,073CAMPS & WORKSHOPS
CHAPTER - NASHVILLE
626063251501(C)(3)$5,945CAMPS & WORKSHOPS
CHAPTER - DALLAS METRO
237296805501(C)(3)$5,281CAMPS & WORKSHOPS
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDR PERRY D WHITEPersonNm
TitleEX OFFICIO, HFI PRESIDENT & CEOTitleTxt
Base Compensation Filing Org$154,308BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$25,614DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$21,536NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$201,458TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$118,679NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSHEET MUSICDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,765NoncashContributionsRptF990Amt
Method Of Determining RevenuesREPLACEMENT COSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE FOUNDATION'S BOARD OF TRUSTEES CONSISTS ENTIRELY OF MEMBERS THAT ARE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY.
FORM 990, PART VI, SECTION A, LINE 7BTHE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY MUST APPROVE ANY BYLAW AMENDMENTS PROPOSED BY THE FOUNDATION'S BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CEACH 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 15COMPENSATION 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 19GOVERNING 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

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTETBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVENUE NORTHAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP372033704ZIPCd
FieldValueIRS element (for citing)
EIN390926339EIN
Primary ActivitiesPRESERVATION OF THE OLD AMERICAN ART FORM OF BARBERSHOP QUARTET SINGINGPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(2)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY
B$619,505TRANSACTION AMOUNT AND FMV
THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY
N$0TRANSACTION AMOUNT
THE FOUNDATION REIMBURSED EXPENSES TO THE BARBERSHOP HARMONY SOCIETY
P$25,727TRANSACTION AMOUNT

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.