2019-03-18T17:34:29-05:00 2018-09-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2017-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6158235611 110 7TH AVENUE NORTH NO 200 NASHVILLE TN 37203 CAROLYN FAULKENBERRY CHIEF FINANCIAL OFFICER 6155233041 2019-03-18 1 KEN YOUNGSTEAD P00320901 6152427351 2019-03-18 207.86.221.194 2019-03-18 14:42:12 CD P B68C22C976E44D36ACAA41583C666EA48034497C 11F0CC2F05653063C14160DCDFBC31C1E8499FE0 2017 2019-02-21 02:37:17Z PERRY WHITE 110 SEVENTH AVE NORTH SUITE 200 NASHVILLE TN 37203 5790602 0 X WWW.HARMONYFOUNDATION.ORG X 1959 WI TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 9 9 16 25 0 3431 2526569 3006192 8081 2165 98940 364334 1257 165 2634847 3372856 1082268 1094345 0 0 1097528 1199007 0 0 953821 660480 510234 2840276 2803586 -205429 569270 4830296 5236322 510346 515370 4319950 4720952 X TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 0 0 1094345 1094345 2330 SINGTHE FOUNDATION PROVIDES GRANT FUNDING FOR SINGING 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 2018, THE ORGANIZATION PROVIDED FUNDING 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. SEE SCHEDULE O.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. YOUTH 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 600 MIDDLE SCHOOL THROUGH COLLEGE SINGERS AND THEIR EDUCATORS AT THE 2018 MIDWINTER YOUTH CHORUS FESTIVAL IN SAN ANTONIO. 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. YOUTH BARBERSHOP 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 2,500 YOUNG MEN AND 625 QUARTETS HAVE CROSSED THE STAGE. MANY OF THESE PARTICIPANTS HAVE EXPERIENCED MORE PROFOUND OUTCOMES INCLUDING CAREER PATHS TO BECOME MUSIC EDUCATORS, INCREASED LEADERSHIP SKILLS, CONFIDENCE AND BECOMING ROLE MODELS 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 ARTISTRY AND MUSICAL CREDIBILITY, DEVELOP CAPACITY AND STRUCTURE TO SUPPORT, NURTURE AND GROW THIS PRECIOUS ASSET. PARTNERSHIP & ADVOCACY- THIS PROGRAM PROMOTES A DEEPER CONNECTION BETWEEN BARBERSHOP HARMONY AND THE BROADER CHORAL AND MUSIC COMMUNITY. MUSIC EDUCATORS ARE THE PRIMARY FOCUS. IN 2018, HARMONY FOUNDATION PROVIDED FUNDING FOR BHS STAFF AND LEADERSHIP TO PARTICIPATE IN VARIOUS PROGRAMS AND OPPORTUNITIES TO DEEPEN PARTNERSHIPS WITH ACDA (THE AMERICAN CHORAL DIRECTORS ASSOCIATION), NAFME (THE NATIONAL ASSOCIATION FOR MUSIC EDUCATORS), SEWANEE UNIVERSITY AND OTHER VOCAL ORGANIZATIONS. 214606 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. 154103 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. 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 TO GROW STRONGER COMMUNITIES. 1463054 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 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 DEBBIE CLEVELAND TRUSTEE 2.00 X 0 0 0 CASEY PARSONS TRUSTEE 2.00 X 0 0 0 GARY PLAAG VICE CHAIR 3.00 X X 0 0 0 LYNN WEAVER CHAIR 4.00 X X 0 0 0 JEFF SELANO SECRETARY 2.00 X X 0 0 0 MIKE MOISIO TRUSTEE 2.00 X 0 0 0 BRIAN SAGRESTANO TRUSTEE (END 1/18) 2.00 X 0 0 0 DON LAMBERT TRUSTEE 2.00 X 0 0 0 MIKE DEPUTY IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 DONALD A LAURSEN TREASURER 3.00 X 0 0 0 CAROLYN FAULKENBERRY CFO 40.00 X 103922 0 19643 PERRY D WHITE EX OFFICIO, HFI PRESIDENT & CEO 40.00 5.00 X 118599 0 26656 222521 0 46299 2 0 0 0 0 1681 3004511 111343 3006192 ADMINISTRATIVE FEES 900099 2165 2165 2165 43893 43893 2738187 2417746 320441 320441 320441 MISCELLANEOUS 900099 165 165 165 3372856 2330 0 364334 1094345 1094345 312225 84451 122821 104953 674796 136662 100384 437750 63910 13197 8894 41819 78666 15804 12278 50584 69410 15574 14045 39791 3636 337 3299 17885 1656 16229 26277 26277 5531 513 5018 40305 2759 37546 76267 9096 43006 24165 54017 5001 20064 28952 140966 34355 3016 103595 81171 18742 62429 9243 856 8387 GOVERNANCE 16485 1810 14675 CULTIVATION 15548 15548 STAFF DEVELOPMENT 9931 923 8281 727 LEGAL FILINGS 5555 514 5041 7417 182 1273 5962 2803586 1463054 386711 953821 146074 25413 204893 186624 1342033 1316951 45441 57509 202125 180436 10730 21689 2521174 3073536 559951 554600 4830296 5236322 70387 77802 439959 437568 510346 515370 X 1054165 985200 951304 952788 2314481 2782964 4319950 4720952 4830296 5236322 569270 -168268 0 X X 0 1 X 1 0 X 3022628 4191251 3334493 2527499 3006192 16082063 3022628 4191251 3334493 2527499 3006192 16082063 78927 16003136 25972 35372 44423 46160 43893 195820 16277883 13640 0.98310 0.97780 X 1 24504 1 1 2314481 381974 173433 50105 36819 2782964 1935312 167600 260329 39745 9015 2314481 1775451 44025 150802 30539 4427 1935312 1727519 159196 -68935 31243 11086 1775451 1700334 37928 78169 81159 7753 1727519 1.00000 0 0 202125 180436 21689 21689 CASH SURRENDER VALUE OF LIFE INSURANCE 184000 INTEREST IN CRUTS 370600 554600 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS 90972 ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY 978 FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY 345618 437568 X 3185511 -168268 -168268 3353779 19077 19077 3372856 2784509 0 2784509 19077 19077 2803586 PART V, LINE 4: THE FOUNDATION HAS ESTABLISHED SEVERAL ENDOWMENT FUNDS. DISTRIBUTIONS FROM THE GENERAL ENDOWMENT AND THE FOUNDATION'S PROGRAM-RESTRICTED ENDOWMENTS BENEFIT THE BARBERSHOP HARMONY SOCIETY HERITAGE AND PRESERVATION, MUSIC, OUTREACH, SCHOLARSHIP OR YOUTH PROGRAMS. DISTRIBUTIONS FROM THE ASSOCIATES FUNDS PROVIDE GRANTS TO THE BARBERSHOP HARMONY SOCIETY CHAPTERS AND DISTRICTS OR OTHER ASSOCIATES OF THE FOUNDATION. 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) 620001 SCHOLARSHIPS, MUSIC FOR SCHOOLS, COLLEGE QUARTET COMPETITION, AND CAMPS & WORKSHOPS CHAPTER-SANTA FE SPRINGS 850322199 501(C)(3) 11369 CAMPS & WORKSHOPS DISTRICT-MID ATLANTIC 226079249 501(C)(3) 17312 CAMPS & WORKSHOPS CHAPTER-WESTMINSTER 956196396 501(C)(3) 5814 CAMPS & WORKSHOPS DISTRICT-SUNSHINE 596194988 501(C)(3) 10773 CAMPS & WORKSHOPS CHAPTER-ALEXANDRIA 546047426 501(C)(3) 9720 CAMPS & WORKSHOPS CHAPTER-DENVER-MILE HIGH 846044526 501(C)(3) 7959 CAMPS & WORKSHOPS DISTRICT-FAR WESTERN 956085839 501(C)(3) 7156 CAMPS & WORKSHOPS AIC GRANT FUND 391673284 501(C)(3) 7604 OUTREACH PROGRAMS DISTRICT-ROCKY MOUNTAIN 742073627 501(C)(3) 8655 CAMPS & WORKSHOPS CHAPTER-NAPLESFT MYERS 591648285 501(C)(3) 5981 CAMPS & WORKSHOPS DISTRICT-JOHNNY APPLESEED 237114002 501(C)(3) 6990 CAMPS & WORKSHOPS DISTRICT-LAND O'LAKES 237033498 501(C)(3) 6467 CAMPS & WORKSHOPS DISTRICT-CAROLINA 271856516 501(C)(3) 5174 CAMPS & WORKSHOPS CHAPTER-DES MOINES 426092566 501(C)(3) 5596 CAMPS & WORKSHOPS CHAPTER-LA JOLLA CHPT PACIFIC COAST HARMONY OF SPEBSQSA 043678668 501(C)(3) 6582 CAMPS & WORKSHOPS 16 16 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, THE YOUTH CHORUS FESTIVAL, YOUTH QUARTET CONTEST, AND SEVERAL OTHER PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS. X 9 106389 FMV X SHEET MUSIC-RICHARD ASHBY 1 4954 FMV 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 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. THE FORM 990 IS POSTED ON GUIDESTAR. FORM 990, PART XII, #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. SOC FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTET 110 7TH AVENUE NORTH NASHVILLE TN 372033704 390926339 PRESERVATION OF THE OLD AMERICAN ART FORM OF BARBER SHOP QUARTET SINGING WI 501(C)(3) 509(A)(1) 0 0 1 1 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 620001 TRANSACTION AMOUNT THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY N 0 TRANSACTION AMOUNT THE FOUNDATION REIMBURSED EXPENSES TO THE BARBERSHOP HARMONY SOCIETY P 38808 TRANSACTION AMOUNT THE BARBERSHOP HARMONY SOCIETY PROVIDED CONTRIBUTIONS TO THE FOUNDATION C 1681 TRANSACTION AMOUNT