2018-04-03T15:16:23-05:00 2017-09-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2016-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6158235611 110 7TH AVENUE NORTH NO 200 NASHVILLE TN 37203 CAROLYN FAULKENBERRY CHIEF FINANCIAL OFFICER 6155233041 2018-03-31 1 KEN YOUNGSTEAD P00320901 6152427351 2018-03-29 207.86.221.194 2018-03-31 08:20:44 CD P 7EB56422A55D932C957A17BEBA3311E0D90C0EE1 C414C1CE83941E11D21CA06EEF7CA44AFF540A30 2016 2021-01-29 14:40:06Z PERRY WHITE 110 SEVENTH AVE NORTH SUITE 200 NASHVILLE TN 37203 3090520 0 X WWW.HARMONYFOUNDATION.ORG X 1959 WI TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 9 9 22 12 0 0 3334493 2526569 443 8081 45264 98940 3970 1257 3384170 2634847 1428534 1082268 0 0 1170415 1097528 0 0 927297 621510 660480 3220459 2840276 163711 -205429 4911322 4830296 563160 510346 4348162 4319950 X TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. 0 0 734939 610423 8408 HARMONY FOUNDATION INTERNATIONAL, INC. ("HARMONY FOUNDATION") BELIEVES SINGING IMPROVES LIVES. THOSE WHO EXPERIENCE THE JOY OF SINGING DO BETTER IN SCHOOL, THEIR JOBS, AND FAMILY AND SOCIAL RELATIONSHIPS. SINGING HAS BEEN LINKED TO MEDICAL THERAPIES AND HEALING. THE MISSION OF HARMONY FOUNDATION IS TO "CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING." HARMONY FOUNDATION FINANCIALLY ENABLES PROGRAMS THAT SHARE, NURTURE AND PERPETUATE THE LOVE OF SINGING, IN PARTICULAR VOCAL FOUR-PART HARMONY KNOWN AS BARBERSHOP-STYLE A CAPPELLA. HARMONY FOUNDATION SUPPORTS SHARING THE GIFT OF SINGING AS AN EXTRAORDINARY MEANS OF MAKING LIVES MORE ENJOYABLE, SATISFYING AND MEANINGFUL. SEE SCHEDULE O FOR CONTINUATION.THIS IS DONE THROUGH FUNDING 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 PROVIDES 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 600 MIDDLE SCHOOL THROUGH COLLEGE SINGERS AND THEIR EDUCATORS AT THE 2017 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. EDUCATIONAL TOURS- A PROJECT TO FUND THE COLLEGIATE QUARTET CHAMPION AND OTHER TOP BHS QUARTETS AS HOST QUARTET OF ONE DAY COLLEGIATE FESTIVALS AND COMMUNITY ACTIVITIES AT COLLEGE CAMPUSES AND COMMUNITIES ACROSS THE COUNTRY. THIS PROGRAM REACHES MORE THAN 1,000 STUDENTS AND EDUCATORS EACH YEAR AND A BROADER AUDIENCE THROUGH CONCERTS AND OUTREACH. 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 THE CHAPTER EXPERIENCE. HEALTHY CHAPTER INITIATIVES PROVIDE RESOURCES AND TOOLS TO ENRICH THE MEMBER 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 2017, 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), AND OTHER VOCAL ORGANIZATIONS. 153274 THE ORGANIZATION ASSISTS IN OUTREACH EFFORTS THAT BRING THE HARMONY-SINGING MESSAGE TO NEW AUDIENCES, PAVING THE WAY FOR THE FUTURE OF THE BARBERSHOP HARMONY SOCIETY BY VISITING INDIVIDUALS, MEMBERS, CHAPTERS, CONVENTIONS, OUTREACH EVENTS, SCHOOLS, AND HARMONY UNIVERSITY; SHARING THE ART OF BARBERSHOP WITH THE COMMUNITY AND THE CAMARADERIE THAT IT OFFERS; AND PROMOTING THE MESSAGE OF WHY BARBERSHOP SINGING IMPROVES LIVES AND TRANSFORMS FOUR VOICES INTO A GREATER WHOLE. 577264 471845 HARMONY FOUNDATION PROVIDES FINANCIAL SUPPORT TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS AND OTHER CHORAL GROUPS. DONOR CHOICE PARTNERSHIP PROGRAM: HARMONY FOUNDATION'S LANDMARK DONOR CHOICE PARTNERSHIP PROGRAM MAXIMIZES HARMONY FOUNDATION'S FUNDRAISING EXPERTISE TO PRODUCE FINANCIAL SUPPORT AT BOTH THE LOCAL AND THE GLOBAL ORGANIZATIONAL LEVELS. THE PARTNERSHIP PROGRAM ALLOWS THE VOCAL ORGANIZATION TO FOCUS ON SINGING, FELLOWSHIP AND EMBRACE ALL THE BENEFITS OF SINGING THAT HARMONY FOUNDATION BELIEVES ARE AT THE CORE OF ITS MISSION WITHOUT THE BURDEN OF SEEKING FINANCIAL SUPPORT ON ITS OWN.SEE SCHEDULE O FOR CONTINUATION.HARMONY FOUNDATION FINANCIALLY ENABLES PROGRAMS THAT ENRICH LIVES THROUGH SINGING BY UTILIZING FUNDS FROM CHARITABLE DONORS TO SECURE THE FUTURE OF THE BARBERSHOP HARMONY STYLE AND LIFELONG SINGING. THE MANAGEMENT OF DONOR FUNDS AND ALLOCATION TO THE BHS CHAPTERS AND DISTRICTS SUPPORTS LIFELONG SINGING. 1465477 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 6 0 1 22 1 0 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 SECRETARY (BEG. SECRETARY 3/17) 2.00 X X 0 0 0 LYNN WEAVER VICE CHAIR 3.00 X X 0 0 0 JEFF SELANO TRUSTEE (BEG. 4/17) 2.00 X 0 0 0 MIKE MOISIO TRUSTEE 2.00 X 0 0 0 DONALD A LAURSEN TREASURER 3.00 X X 0 0 0 DON LAMBERT TRUSTEE 2.00 X 0 0 0 MIKE DEPUTY CHAIR 4.00 X X 0 0 0 CHUCK HARNER SECRETARY (END 3/17) 2.00 X X 0 0 0 SHARON MILLER INTERIM CEO (7/16-4/17) 40.00 X 0 0 0 CAROLYN FAULKENBERRY CFO 40.00 X 108064 0 23355 PERRY D WHITE PRES./CEO (NON-VOTING) BEG 4/17 40.00 5.00 X 0 0 0 CLARKE CALDWELL CEO (END 7/16) 40.00 X 101497 0 22937 PATRICK RYAN KILLEEN DEVELOPMENT (END 12/16) 40.00 X 105367 0 14754 314928 0 61046 2 0 0 0 0 17777 2508792 111995 2526569 PROGRAM 900099 7430 7430 ADMINISTRATIVE FEES 900099 651 651 8081 46160 46160 508453 455673 52780 52780 52780 MISCELLANEOUS 900099 1257 1257 1257 2634847 9338 0 98940 1082268 1082268 226213 62994 101639 61580 668130 129508 79958 458664 61047 12036 7032 41979 78246 14771 8805 54670 63892 13625 11609 38658 6688 559 6129 17884 1495 16389 22687 22687 4029 337 3692 55931 3425 52506 75667 4119 48549 22999 49536 4142 18144 27250 159618 29500 46021 84097 143717 74677 260 68780 9412 787 8625 STAFF DEVELOPMENT 91763 7670 83584 509 CULTIVATION 11638 860 10778 LEGAL FILINGS 6303 6303 PLANNED GIVING PREMIUM 4478 4478 1129 17 763 349 2840276 1465477 447502 927297 177954 350967 1937931 1342033 40427 45441 181924 171194 15717 10730 2172659 2521174 566634 559951 4911322 4830296 85999 70387 477161 439959 563160 510346 X 988578 1054165 1424272 951304 1935312 2314481 4348162 4319950 4911322 4830296 -205429 177217 0 X X 0 1 X 1 0 X 2794722 3022628 4191251 3334493 2527499 15870593 2794722 3022628 4191251 3334493 2527499 15870593 184128 15686465 20446 25972 35372 44423 46160 172373 16042966 12712 0.97780 0.97630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 22869 1 1 1935312 167600 260329 39745 9015 2314481 1775451 44025 150802 30539 4427 1935312 1727519 159196 -68935 31243 11086 1775451 1700334 37928 78169 81159 7753 1727519 1598470 45366 83986 23245 4243 1700334 1.00000 0 0 181924 171194 10730 10730 CASH SURRENDER VALUE OF LIFE INSURANCE 193000 ACCRUED INTEREST RECEIVABLE 3251 INTEREST IN CRUTS 363700 559951 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS 100414 ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY 16543 FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY 323002 439959 X 2796577 177217 177217 2619360 15487 15487 2634847 2824789 0 2824789 15487 15487 2840276 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 HERITAGE, 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) 610423 SCHOLARSHIPS, MUSIC FOR SCHOOLS, COLLEGE QUARTET COMPETITION, AND CAMPS & WORKSHOPS CHAPTER-SANTA FE SPRINGS 850322199 501(C)(3) 18623 CAMPS & WORKSHOPS DISTRICT-MID ATLANTIC 226079249 501(C)(3) 15842 CAMPS & WORKSHOPS CHAPTER-WESTMINSTER 956196396 501(C)(3) 14774 CAMPS & WORKSHOPS DISTRICT-SUNSHINE 596194988 501(C)(3) 9273 CAMPS & WORKSHOPS CHAPTER-ALEXANDRIA 546047426 501(C)(3) 8818 CAMPS & WORKSHOPS CHAPTER-GREATER ATLANTA 581436307 501(C)(3) 7598 CAMPS & WORKSHOPS CHAPTER-DENVER-MILE HIGH 846044526 501(C)(3) 7507 CAMPS & WORKSHOPS DISTRICT-FAR WESTERN 956085839 501(C)(3) 6826 CAMPS & WORKSHOPS AIC GRANT FUND 391673284 501(C)(3) 6666 CAMPS & WORKSHOPS DISTRICT-ROCKY MOUNTAIN 742073627 501(C)(3) 6456 CAMPS & WORKSHOPS CHAPTER-NAPLESFT MYERS 591648285 501(C)(3) 6195 CAMPS & WORKSHOPS CHAPTER-GREATER INDIANAPOLIS 356060520 501(C)(3) 6183 CAMPS & WORKSHOPS DISTRICT-NORTHEASTERN 046139578 501(C)(3) 5032 CAMPS & WORKSHOPS 14 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, THE YOUTH CHORUS FESTIVAL, YOUTH QUARTET CONTEST, AND SEVERAL OTHER PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS. X 1 600 FMV X 9 101697 FMV X SHEET MUSIC-RICHARD ASHBY 1 9698 FMV 0 0 0 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 610423 BOOK AMOUNT THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY N 0 THE FOUNDATION REIMBURSED EXPENSES TO THE BARBERSHOP HARMONY SOCIETY P 21391 BOOK AMOUNT THE BARBERSHOP HARMONY SOCIETY PROVIDED CONTRIBUTIONS TO THE FOUNDATION C 17000 BOOK AMOUNT