2020-03-23T14:44:50-05:00 2019-09-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2018-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6158235611 110 7TH AVENUE NORTH NO 200 NASHVILLE TN 37203 CAROLYN FAULKENBERRY CHIEF FINANCIAL OFFICER 6155233041 2020-03-20 1 KEN YOUNGSTEAD P00320901 6152427351 2020-03-20 65.198.206.98 2020-03-20 15:18:30 CD P 6FCD46C6E4F4AB410AB9E3795BD2766779AD143E 11F0CC2F05653063C14160DCDFBC31C1E8499FE0 2018 2021-01-29 14:40:06Z DR PERRY WHITE 110 SEVENTH AVE NORTH SUITE 200 NASHVILLE TN 37203 2964908 0 X WWW.HARMONYFOUNDATION.ORG X 1959 WI TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 7 7 14 25 0 0 3006192 2466245 2165 694 364334 100274 165 1578 3372856 2568791 1094345 1073009 0 0 1199007 1147109 0 0 875666 510234 521483 2803586 2741601 569270 -172810 5236322 5103232 515370 533704 4720952 4569528 X TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 0 0 1167359 1073009 2272 SINGTHE 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. 119770 ENRICHHARMONY 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. 149333 0 CONNECTTHE 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. 1436462 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 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 3 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 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 CAROLYN FAULKENBERRY 6158235611 110 7TH AVE NORTH AVE STE 200 NASHVILLE TN 37203 GARY PLAAG CHAIR 4.00 X X 0 0 0 JEFF SELANO VICE CHAIR (END 4/2019) 3.00 X X 0 0 0 DEBBIE CLEVELAND TRUSTEE 2.00 X 0 0 0 MIKE DEPUTY TRUSTEE 2.00 X 0 0 0 DON LAMBERT TRUSTEE 2.00 X 0 0 0 SHERRI MATTHEWS TRUSTEE (START 1/2019) 2.00 X 0 0 0 MIKE MOISIO TRUSTEE 2.00 X 0 0 0 CASEY PARSONS TRUSTEE (END 8/2019) 2.00 X 0 0 0 KENDALL WILLIAMS TRUSTEE (START 1/2019) 2.00 X 0 0 0 DONALD A LAURSEN TREASURER (NON-VOTING) 3.00 X 0 0 0 LYNN WEAVER IMMEDIATE PAST CHAIR (NON-VOTING) 4.00 X 0 0 0 CAROLYN FAULKENBERRY CFO 40.00 X 114175 0 19261 DR PERRY D WHITE EX OFFICIO, HFI PRESIDENT & CEO 40.00 5.00 X 154308 0 47150 268483 0 66411 2 0 1 0 0 2466245 123444 2466245 ADMINISTRATIVE FEES 900099 694 694 694 93067 93067 403324 396117 7207 7207 7207 MISCELLANEOUS 900099 1578 1578 1578 2568791 2272 0 100274 1073009 1073009 341372 98700 125414 117258 618629 146418 71565 400646 59396 13877 8046 37473 60889 15018 1546 44325 66823 16918 13152 36753 3321 303 3018 18975 1729 17246 27913 27913 5394 491 4903 37865 2505 35360 65267 7846 41673 15748 51892 4727 22689 24476 130502 32648 2310 95544 53418 53418 5008 2912 2096 CONTRACT LABOR 35556 3239 32317 0 GOVERNANCE 30127 2753 27374 0 STAFF DEVELOPMENT 20406 1859 15734 2813 CULTIVATION 7000 0 0 7000 28839 11510 12477 4852 2741601 1436462 429473 875666 25413 111894 186624 96068 1316951 1014827 57509 55026 211426 185444 21689 25982 3073536 3235435 0 554600 564000 5236322 5103232 77802 73032 437568 460672 515370 533704 X 985200 822679 952788 817792 2782964 2929057 4720952 4569528 5236322 5103232 -172810 21386 0 X X 0 1 X 1 0 X 4191251 3334493 2527499 3006192 2466245 15525680 4191251 3334493 2527499 3006192 2466245 15525680 113577 15412103 35372 44423 46160 43893 93067 262915 15788595 13010 0.97620 0.98310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 25337 1 1 2782964 134318 94823 69715 13333 2929057 2314481 381974 173433 50105 36819 2782964 1935312 167600 260329 39745 9015 2314481 1775451 44025 150802 30539 4427 1935312 1727519 159196 -68935 31243 11086 1775451 1.00000 0 0 211426 185444 25982 25982 CASH SURRENDER VALUE OF LIFE INSURANCE 187000 INTEREST IN CRUTS 377000 564000 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS 98071 ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY 5165 FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY 357436 460672 X 2562264 21386 21386 2540878 27913 27913 2568791 2713688 0 2713688 27913 27913 2741601 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) 614740 4765 FMV DONATED SHEET MUSIC SCHOLARSHIPS, OUTREACH, CHORUS AND QUARTET CONTEST, AND CHAPTER INITIATIVE PROGRAMS CHAPTER-SANTA FE SPRINGS 850322199 501(C)(3) 9950 CAMPS & WORKSHOPS DISTRICT-MID ATLANTIC 226079249 501(C)(3) 13984 CAMPS & WORKSHOPS CHAPTER-WESTMINSTER 956196396 501(C)(3) 5908 CAMPS & WORKSHOPS DISTRICT-SUNSHINE 596194988 501(C)(3) 7659 CAMPS & WORKSHOPS CHAPTER-ALEXANDRIA 546047426 501(C)(3) 9626 CAMPS & WORKSHOPS CHAPTER-DENVER-MILE HIGH 846044526 501(C)(3) 7605 CAMPS & WORKSHOPS DISTRICT-FAR WESTERN 956085839 501(C)(3) 7875 CAMPS & WORKSHOPS DISTRICT-ROCKY MOUNTAIN 742073627 501(C)(3) 9505 CAMPS & WORKSHOPS CHAPTER-NAPLESFT MYERS 591648285 501(C)(3) 5854 CAMPS & WORKSHOPS DISTRICT-JOHNNY APPLESEED 237114002 501(C)(3) 7205 CAMPS & WORKSHOPS DISTRICT-CAROLINA 271856516 501(C)(3) 5033 CAMPS & WORKSHOPS CHAPTER-DES MOINES 426092566 501(C)(3) 7073 CAMPS & WORKSHOPS CHAPTER - NASHVILLE 626063251 501(C)(3) 5945 CAMPS & WORKSHOPS CHAPTER - DALLAS METRO 237296805 501(C)(3) 5281 CAMPS & WORKSHOPS 15 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 & CEO 154308 0 0 0 0 0 25614 0 21536 0 201458 0 0 0 X 9 118679 SELLING PRICE X SHEET MUSIC 1 4765 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 7A THE 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 7B THE 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 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 619505 TRANSACTION AMOUNT AND FMV THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY N 0 TRANSACTION AMOUNT THE FOUNDATION REIMBURSED EXPENSES TO THE BARBERSHOP HARMONY SOCIETY P 25727 TRANSACTION AMOUNT