2018-08-23T12:59:59-05:00 2017-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2017-01-01 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 8008767464 2018-08-03 1 KEN YOUNGSTEAD P00320901 6152427351 2018-08-03 2017 2022-09-23 18:48:47Z BARBERSHOP HARMONY SOCIETY MARTIN MONSON 110 7TH AVENUE NORTH NASHVILLE TN 37203 6856794 0 X WWW.BARBERSHOP.ORG X 1938 WI THE BARBERSHOP HARMONY SOCIETY'S MISSION IS TO CREATE A BETTER WORLD THROUGH SINGING. 10 10 42 650 12625 -6550 843445 607649 4264193 4141007 18757 106386 -89390 66084 5037005 4921126 428387 418113 0 0 2186413 2511266 0 0 0 2670345 2620481 5285145 5549860 -248140 -628734 6758665 5956651 2764819 2563858 3993846 3392793 X SEE SCHEDULE O 0 0 1300793 1544230 SEE SCHEDULE O 2481286 418113 2386015 SEE SCHEDULE O 844744 230879 SEE SCHEDULE O 4626823 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 1 159 0 1 42 1 1 1 1 CA 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 ERIK P DOVE CFO 6156734133 110 7TH AVE NORTH NASHVILLE TN 372033704 SKIPP KROPP PRESIDENT 10.00 X X 0 0 0 DICK POWELL EXECUTIVE VICE PRESIDENT 5.00 X X 0 0 0 DWAYNE COOPER TREASURER 5.00 X X 0 0 0 DON FUSON IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 MURRAY PHILLIPS BOARD MEMBER 5.00 X 0 0 0 STEPHEN DENINO BOARD MEMBER 5.00 X 0 0 0 MATT MERCIER BOARD MEMBER 5.00 X 0 0 0 DAVID HAEDTLER BOARD MEMBER 5.00 X 0 0 0 JOHN DONEHOWER BOARD MEMBER 5.00 X 0 0 0 JOHN SANTORA BOARD MEMBER 5.00 X 0 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 40.00 5.00 X 189726 0 41381 ERIK P DOVE CFO/DIR OF FINANCE 40.00 X 138312 0 28053 DONALD CHIP GALLENT COO/DIRECTOR OF OPERATIONS 40.00 X 122554 0 27265 HOLLY KELLAR CMO 40.00 X 102128 0 15386 KEVIN LYNCH CSO 40.00 X 122724 0 19449 675444 0 131534 3 0 1 0 BELMONT UNIVERSITY 1900 BELMONT BLVD BMH 248B NASHVILLE TN 37212 FACILITIES 327340 AEG LIVE 231 S BEMISTON AVENUE STE 715 STLOUIS MO 63105 PRODUCTION 280888 HILTON PALACIO DEL RIO 200 S ALAMO ST SAN ANTONIO TX 78205 FACILITIES 187897 CAESARS ENTERTAINMENT CORPORATE ONE CAESARS PALACE DRIVE LAS VEGAS NV 89109 FACILITIES 155557 4 607649 607649 MEMBERSHIP DUES 900099 2049589 2049589 CONVENTIONS 711130 1544230 1544230 MUSICAL EXPERIENCE 711130 407132 407132 IMAGE 711130 127431 127431 MAGAZINE PUBLISHING 541800 12625 12625 4141007 50038 50038 33342 33342 997551 941203 56348 56348 56348 818212 994465 -176253 -176253 CHAPTER REIMBURSEMENTS 900099 177874 177874 OTHER 900099 31121 31121 208995 4921126 4161124 12625 139728 120216 120216 297897 297897 401356 312657 88699 1647857 1318070 329787 177129 141836 35293 114694 91818 22876 170230 135568 34662 2071 2071 46110 46110 31908 31908 27948 27948 389799 378077 11722 98011 78055 19956 388871 288631 100240 697826 628169 69657 22133 22133 182565 145393 37172 17891 14248 3643 MUSIC EDUCATION & COMPE 279291 279291 MISCELLANEOUS 220311 160907 59404 EQUIPMENT RENTAL & MAIN 120191 101721 18470 MEMBER SERVICES 67891 50969 16922 27664 23444 4220 5549860 4626823 923037 0 581682 59001 515045 193928 58981 36102 194031 211126 149079 140499 8096734 4080908 4127490 4015826 823315 907968 9753 9898 299289 382303 6758665 5956651 424250 336984 1605063 1590869 540748 428870 194758 207135 2764819 2563858 X 3993846 3392793 3993846 3392793 6758665 5956651 -628734 27681 0 X X 0 1 X 1 0 X 2481539 2609437 3127838 3093281 2657238 13969333 2797428 3006703 2895612 2752344 2897005 14349092 5278967 5616140 6023450 5845625 5554243 28318425 0 0 0 28318425 48568 51072 31987 23063 83380 238070 19803 19803 48568 70875 31987 23063 83380 257873 194757 252608 212200 237084 208995 1105644 5522292 5939623 6267637 6105772 5846618 29681942 0.95410 0.95190 0.00870 0.00970 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CHAPTER PROGRAMS - 2013 AMOUNT: $ 194,132. 2014 AMOUNT: $ 184,551. 2015 AMOUNT: $ 166,638. 2016 AMOUNT: $ 165,022. 2017 AMOUNT: $ 177,874. MISCELLANEOUS - 2013 AMOUNT: $ 625. 2014 AMOUNT: $ 68,057. 2015 AMOUNT: $ 45,562. 2016 AMOUNT: $ 72,062. 2017 AMOUNT: $ 31,121. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1935312 59865 368064 39745 9015 2314481 1775451 44025 150802 30539 4427 1935312 1727519 159196 -69960 30218 11086 1775451 1700334 37928 14940 17930 7753 1727519 1598470 45366 83986 23245 4243 1700334 1.00000 0 1 1 775000 775000 4459331 1565675 2893656 2850536 2515233 335303 11867 11867 4015826 ACCOUNTS RECEIVABLE-HARMONY FOUNDATION 51149 FUNDS HELD BY HARMONY FOUNDATION 331154 382303 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS 207135 207135 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 CONTINUOUSLY. 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, 2017 AND 2016. 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 AND EXPENSE REIMBURSEMENTS 5873 0 0 0 0 0 0 5873 0 5873 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 AND EVENTS. IN ADDITION, THERE WERE PAYMENTS TO DISTRICTS, BANK FEES, AND REIMBURSMENT CHECKS ISSUED. 1 SUNSHINE DISTRICT C/O DAVID KANNBERG 13948 SHEFFIELD CT TACOMA WA 98409 596194988 501(C)(3) 17000 OUTREACH GRANT - YOUTH SINGING CAMP CARDINAL DISTRICT C/O PAUL GABRIEL 22247 GRAHAM DR SHELBYVILLE IN 46176 237045943 501(C)(3) 6000 OUTREACH GRANT - YOUTH SINGING CAMP UNIVERSITY OF MISSOURI - ST LOUIS ONE UNIVERSITY BOULEVARD ST LOUIS MO 63121 ST LOUIS MO 63121 436003859 501(C)(3) 6200 OUTREACH GRANT - YOUTH SINGING CAMP C023 - TACOMA CHAPTER C/O TERRY WARFORD 6020 S CEDAR ST TACOMA WA 98409 916055802 501(C)(3) 7500 OUTREACH GRANT - YOUTH SINGING CAMP J047 - ALEXANDRIA HARMONIZERS C/O ALAN HERMAN 5569 16TH ST N ARLINGTON VA 22205 546047426 501(C)(3) 15000 OUTREACH GRANT - YOUTH SINGING CAMP P036 - MELBOURNE CHAPTER C/O DAVID P RICHARDS 1376 SANGRIA CIR ROCKLEDGE FL 32955 592981921 501(C)(3) 5500 OUTREACH GRANT - YOUTH SINGING CAMP G069 - WESTERN HILLS CHAPTER C/O RANDALL GOSS 558 BLACK HAWK TRL TRL LOVELAND OH 45140 316050236 501(C)(3) 8000 OUTREACH GRANT - YOUTH SINGING CAMP YOUTH BARBERSHOP QUARTET CONTEST SCHOLARSHIPS 99 35296 OTHER - REIMBURSE TRAVEL AND RELATED EXPENSES. NON-CASH SCHOLARSHIPS TO HARMONY UNIVERSITY 120 72750 FMV - TUITION RATES FOR PROGRAM SCHOLARSHIPS COVER ROOM, BOARD AND TUITION NEXT GENERATION CHORUS 47 14750 FMV - TUITION RATES FOR PROGRAM SCHOLARSHIPS COVER ROOM, BOARD AND TUITION YOUTH CHORUS FESTIVAL 598 88720 67050 ASSISTANCE TO COVER ROOM EXPENSES FOR FESTIVAL FMV - EVENT REGISTRATION EXPENSE 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 YOUTH BARBERSHOP QUARTET CONTEST SCHOLARSHIPS, RECIPIENTS ARE ASKED TO COMMIT TO PARTICIPATING IN YOUTH OUTREACH AND EDUCATIONAL PROGRAMS IN THEIR RESPECTIVE COMMUNITIES. IN REGARDS TO THE YOUTH CHORUS FESTIVAL 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 161976 0 27750 0 0 0 31923 0 9458 0 231107 0 0 0 ERIK P DOVE CFO/DIR OF FINANCE 128812 0 9500 0 0 0 19188 0 8865 0 166365 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, 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 20,000 MEMBERS ACROSS NORTH AMERICA, IN 700 LOCAL CHAPTERS AND ORGANIZED ACROSS 17 DISTRICTS. AFFILIATED MEN'S AND WOMEN'S ORGANIZATIONS IN MORE THAN A DOZEN COUNTRIES BRING THE TOTAL NUMBER OF KNOWN, ACTIVE SINGERS TO MORE THAN 80,000 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 AN EIGHTY-YEAR LEGACY OF PRESERVING AND PROMOTING THE ART OF BARBERSHOP SINGING, 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. 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 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. WHEN BOYS AND MEN SING TOGETHER, IT HAS AN IMPORTANT EFFECT ON CREATING A SPACE TO EXPAND THE CONCEPTS OF MASCULINITY, MALE IDENTITY AND VULNERABILITY BEYOND OUTDATED STEREOTYPES. OUR CURRENT PROGRAMS ARE ORGANIZED AROUND FOUR "PILLARS" OF IMPACT AND OUTCOMES. -THROUGH THE MEDIUM OF BARBERSHOP HARMONY, WE MAINTAIN AND EXPAND SUPPORTIVE SERVICES FOR A GLOBAL COMMUNITY OF ARTISTS; -THROUGH THE MEDIUM OF BARBERSHOP HARMONY, WE ELEVATE ARTISTIC AND LEADERSHIP SKILLS THROUGH EDUCATION AND BEST PRACTICES; -THROUGH THE MEDIUM OF BARBERSHOP HARMONY, WE ESTABLISH LIFELONG SINGING AS A CORE COMMUNITY ASSET; -WE INCREASE OUR IMPACT BY BUILDING DIVERSIFIED REVENUE STREAMS INCLUDING EARNED INCOME, INDIVIDUAL PHILANTHROPY AND INSTITUTIONAL PHILANTHROPY. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EVALUATION, COACHING AND TRAINING (EVENTS) -- WE PROVIDE SUPPORTIVE SERVICES THAT ENABLE COMMUNITIES OF ARTISTS TO THRIVE IN NORTH AMERICA AND AROUND THE GLOBE. AS A RESULT OF THESE PROGRAMS: COMMUNITIES OF ARTISTS EXPAND, GROW AND BECOME MORE SUSTAINABLE; MORE COMMUNITIES OF ARTISTS ARE FORMED; MORE ARTISTS 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 ON AVERAGE THREE EVENTS EACH YEAR. ABOUT 20,000 ATTEND THESE EVENTS ANNUALLY, WITH MANY ATTENDING YEAR AFTER YEAR. WE ESTIMATE OVER 120,000 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 FOR BOTH THE SINGER AND THE SINGER'S COMMUNITY. AS A RESULT OF THESE PROGRAMS: MUSIC EDUCATORS ATTRACT MORE YOUNG MALE SINGERS, THEREBY IMPROVING THE VITALITY AND IMPACT OF THEIR CHORAL MUSIC PROGRAMS; YOUNG MEN INCREASE THEIR CONFIDENCE, DISCIPLINE, TEAMWORK AND CREATIVITY, HELPING THEM BECOME STRONGER LEADERS IN THEIR SCHOOLS, COMMUNITIES AND FAMILIES; SUCCESSFUL YOUNG MALE SINGERS INSPIRE OTHER YOUNG MEN TO SING; COMMUNITIES VALUE SINGING AS A CORE ASSET; GRASSROOTS COMMUNITIES OF ARTISTS GROW AND EXPAND. 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 2019 IT WILL BE HELD AT THE GRAND OLE OPRY IN NASHVILLE, TN. 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 THE 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 VOICES, AGE 25 AND UNDER, DEBUTS IN JULY 2018 AT OUR INTERNATIONAL CONVENTION IN ORLANDO. THE WEEK'S ACTIVITIES FEATURE THE CONTEST, ADJUDICATED BY CERTIFIED BHS JUDGES AND PERFORMED FOR A LARGE CROWD, AND AN HONORS CHORUS THAT WILL PERFORM 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, WILL DEBUT 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 COMMUNITIES OF ARTISTS 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 INNOVATION GRANT IS INTENDED TO FOSTER NEW, CREATIVE PROJECTS THAT HAVE DIVERSE IMPACT IN YOUR COMMUNITY. THESE CREATIVE PROJECTS VARY FROM THE YOUTH OUTREACH GRANT IN DESIGN, OUTCOMES, AND IMPACT, BUT MAY STILL INVOLVE YOUTH. THE PROGRAM HAS DISTRIBUTED 224 GRANTS, TOTALLING $550,000, IN THE LAST THREE YEARS. MORE THAN 31,000 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 OVER 13,000 UNITS IN THE LAST THREE YEARS. WE WORK WITH OTHERS IN THE CHORAL ECOSYSTEM TO ADVANCE THE IDEA OF SINGING TOGETHER FOR ALL. WE PROVIDE OPERATIONAL SERVICES FOR LOCAL COMMUNITIES OF ARTISTS, 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 COMMUNITIES OF ARTISTS WORLDWIDE THROUGH SOCIAL MEDIA AND ONLINE EFFORTS. WE HAVE AN UNDUPLICATED SOCIAL MEDIA AUDIENCE OF NEARLY 80,000, AND A TOTAL DUPLICATED AUDIENCE OF OVER 100,000. 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 COMMUNITIES OF ARTISTS. 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; THE LEADERSHIP SKILLS OF VOLUNTEER LEADERS INCREASE, SO THAT THE COMMUNITIES OF ARTISTS 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 IS OUR SIGNATURE EDUCATION PROGRAM. IT INCLUDES A DIRECTORS COLLEGE, MUSIC EDUCATORS COLLEGE, ARRANGERS 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 13,700 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 700 ATTENDEES PER YEAR. ABOUT 150 EACH YEAR ATTEND ON MUSIC EDUCATOR OR YOUTH SCHOLARSHIPS. IN TOTAL, 200 MUSIC EDUCATORS HAVE BEEN PART OF HU IN THE LAST THREE YEARS. THIS IS A KEY PIECE OF OF OUR EFFORT TO SUPPORT SCHOOL MUSIC PROGRAMS. WE ALSO OFFER HU PROGRAMMING AT OUR MIDWINTER AND INTERNATIONAL CONVENTIONS. THESE PROGRAMS HAVE SERVED 8,000 STUDENTS WITH OVER 190 PRIVATE LESSONS AND 500 FORMAL ENSEMBLE SINGERS IN OUR ALL CHAPTER AND EVERYONE IN HARMONY CHORUSES. WE ARE RAPIDLY GROWING OUR ONLINE OFFERINGS, WITH NOW OVER 30 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, AND COMMUNITY LEADER TRAINING. HEALTHY CHAPTER INITIATIVE (HCI) IS OUR UMBRELLA PROGRAM TO SUPPORT THE HEALTH AND VITALITY OF LOCAL COMMUNITIES OF ARTISTS. 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 COMMUNITIES OF ARTISTS 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 ARTISTS. 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 INCLUDES 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, DISTRIBUTING AND MAKING AVAILABLE 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. FINALLY, WE ARE COMMITTED TO BRINGING SINGING TOGETHER TO SCALE. TO DO THIS REQUIRES CONTINUALLY INCREASING AVAILABLE REVENUE FOR MISSIONAL INVESTMENT. OUR SCALING MODEL IS BUILT AROUND THREE MAIN SOURCES OF REVENUE: EARNED REVENUE: KEY SOURCES INCLUDE EVENT REGISTRATIONS AND TICKET SALES, MEMBERSHIP DUES, HARMONY UNIVERSITY TUITION AND COURSE FEE, AND SALES OF SHEET MUSIC AND BARBERSHOP MERCHANDISE, DIGITAL DOWNLOADS AND LEARNING TRACKS. INDIVIDUAL PHILANTHROPY: OUR RELATED ORGANIZATION, HARMONY FOUNDATION INTERNATIONAL, PURSUES GIFTS FROM INDIVIDUAL DONORS. FUNDS RAISED BY HFI ARE IN TURN GRANTED TO BHS FOR SUPPORT OF KEY OUTREACH PROGRAMS. INSTITUTIONAL PHILANTHROPY: OUR STRATEGY IS TO USE THIS KIND OF FUNDING FOR EXPANSION, GROWTH AND IMPROVEMENT OF OUR MOST MISSIONAL PROGRAMS AS WELL AS TO LAUNCH NEW PROGRAMS AND PROJECTS WITH THE HIGHEST SOCIAL IMPACT POTENTIAL. 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 XI, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTIONS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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) 509(A)(2) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 CONTRIBUTION FROM HARMONY FDN INT INC C 607649 CASH SOCIETY OWNS BUILDING THAT IS OCCUPIED BY THE SOCIETY & HARMONY FDN N CASH FUNDS ARE HELD ON BEHALF OF SOCIETY BY HARMONY FOUNDATION S 331154 CASH CONTRIBUTION OF A COLLECTION ITEM S 9698 FMV