2017-07-18T16:42:18-05:00 2016-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2016-01-01 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 2017-07-18 1 KEN YOUNGSTEAD P00320901 6152427351 2017-07-14 207.86.221.194 2017-07-18 08:47:34 CD P 47FED62075118235922917C19AC66EC1FE4ECD09 F1DBDD3298F751560B47CDAA9677E104597579B6 2016 2021-01-29 14:40:06Z BARBERSHOP HARMONY SOCIETY MARTIN MONSON 110 7TH AVENUE NORTH NASHVILLE TN 37203 6779064 0 X WWW.BARBERSHOP.ORG X 1938 WI THE BARBERSHOP HARMONY SOCIETY'S MISSION IS TO CREATE A BETTER WORLD. SINGING. 10 10 43 650 7430 -2373 845041 843445 4324439 4264193 87499 18757 154210 -89390 5411189 5037005 231889 428387 0 0 2057750 2186413 0 0 0 3746125 2670345 6035764 5285145 -624575 -248140 7013108 6758665 2808252 2764819 4204856 3993846 X SEE SCHEDULE O 0 0 1458377 0 1552835 SEE SCHEDULE O 2276214 428387 2614905 SEE SCHEDULE O 790764 -16829 SEE SCHEDULE O 4525355 1 1 0 0 0 0 0 1 0 1 1 0 0 0 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 32 0 1 43 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 DON FUSON PRESIDENT 10.00 X X 0 0 0 SKIPP KROPP EXECUTIVE VICE PRESIDENT 5.00 X X 0 0 0 DWAYNE COOPER TREASURER 5.00 X X 0 0 0 SHANNON ELSWICK IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 DICK POWELL BOARD MEMBER 5.00 X 0 0 0 ED BITTLE 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 MURRAY PHILLIPS BOARD MEMBER 5.00 X 0 0 0 MATT MERCIER BOARD MEMBER 5.00 X 0 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 40.00 5.00 X 187597 0 39631 ERIK P DOVE CFO/DIR OF FINANCE 40.00 X 133308 0 25906 DONALD CHIP GALLENT COO/DIRECTOR OF OPERATIONS 40.00 X 131289 0 25472 LORIN J MAY PUBLICATIONS EDITOR 40.00 X 100975 0 6782 553169 0 97791 4 0 1 0 AEG LIVE 231 S BEMISTON AVENUE STE 715 STLOUIS MO 63105 PRODUCTION 401252 BELMONT UNIVERSITY 1900 BELMONT BLVD BMH 248B NASHVILLE TN 37212 FACILITIES 267385 BRIDGESTONE ARENA 501 BROADWAY NASHVILLE TN 37203 FACILITIES 137749 PEPPERMILL RESORT SPA CASINO 2707 SOUTH VIRGINIA STREET RENO NV 89502 FACILITIES 131403 4 843445 843445 MEMBERSHIP DUES 900099 2249836 2249836 CONVENTIONS 711130 1552835 1552835 MUSICAL EXPERIENCE 711130 326107 326107 IMAGE 711130 127985 127985 MAGAZINE PUBLISHING 541800 7430 7430 4264193 6601 6601 16462 16462 665862 653706 12156 12156 12156 745417 1088353 -342936 -342936 CHAPTER REIMBURSEMENTS 900099 165022 165022 OTHER 900099 72062 72062 237084 5037005 4150911 7430 35219 180312 180312 248075 248075 386442 301193 85249 1399083 1162970 236113 145266 121406 23860 107908 89299 18609 147714 121345 26369 5118 5118 41091 41091 8000 8000 30613 30613 406804 387270 19534 104077 85503 18574 300123 202460 97663 903890 852659 51231 28826 28826 162670 133639 29031 14012 11511 2501 MUSIC EDUCATION & COMPE 239675 239675 0 EQUIPMENT RENTAL & MAIN 134961 123123 11838 TRAINING & LEADERSHIP 123556 110447 13109 MISCELLANEOUS 95969 63820 32149 70960 52035 18925 5285145 4525355 759790 0 827020 581682 409427 515045 43176 58981 188522 194031 77208 149079 7992391 3864901 4265300 4127490 776570 823315 9753 425885 299289 7013108 6758665 412819 424250 1625459 1605063 652628 540748 117346 194758 2808252 2764819 X 4204856 3993846 4204856 3993846 7013108 6758665 -248140 37130 0 X X 0 1 X 1 0 X 2553222 2481539 2609437 3127838 3093281 13865317 2289830 2797428 3006703 2895612 2752344 13741917 4843052 5278967 5616140 6023450 5845625 27607234 0 0 0 27607234 108278 48568 51072 31987 23063 262968 19803 19803 108278 48568 70875 31987 23063 282771 215881 194757 252608 212200 237084 1112530 5167211 5522292 5939623 6267637 6105772 29002535 0.95190 0.94780 0.00970 0.01170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CHAPTER PROGRAMS - 2012 AMOUNT: $ 201,065. 2013 AMOUNT: $ 194,132. 2014 AMOUNT: $ 184,551. 2015 AMOUNT: $ 166,638. 2016 AMOUNT: $ 165,022. MISCELLANEOUS - 2012 AMOUNT: $ 14,816. 2013 AMOUNT: $ 625. 2014 AMOUNT: $ 68,057. 2015 AMOUNT: $ 45,562. 2016 AMOUNT: $ 72,062. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1775451 44025 150802 30539 4427 1935312 1727519 159196 -69960 30218 11086 1775451 1700334 37928 14940 17930 7753 1727519 1598470 45366 83986 23245 4243 1700334 1473832 33614 116327 22034 3269 1598470 1.00000 0 1 1 775000 775000 4459331 1417031 3042300 2577252 2447870 129382 180808 180808 4127490 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS 194758 194758 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, 2016 AND 2015. 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 CONSULTING FEES, INSURANCE AND EXPENSE REIMBURSEMENTS 46924 0 0 0 0 0 0 46924 0 46924 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, REIMBURSMENT CHECKS ISSUED, AND CONSULTANT FEES ASSOCIATED WITH A RECRUITMENT SPECIALIST IN CONNECTION WITH THE SOCIETY'S OPEN CHIEF MARKETING OFFICER POSITION. 1 J047 ALEXANDRIA HARMONIZERS C/O ALAN HERMAN 5569 16TH ST N ARLINGTON VA 22205 546047426 501(C)(3) 22000 N/A N/A OUTREACH GRANT - YOUTH COMMUNITY ENGAGEMENT CARDINAL DISTRICT C/O PAUL GABRIEL 2247 GRAHAM DR S SHELBYVILLE IN 46176 237045943 501(C)(3) 8000 N/A N/A OUTREACH GRANT - YOUTH SINGING CAMP DIXIE DISTRICT C/O DENNIS BRANNON PO BOX 806 FAYETTEVILLE GA 30214 561207179 501(C)(3) 8000 N/A N/A OUTREACH GRANT - YOUTH SINGING CAMP G005 BUCKEYE COLUMBUS C/O RICHARD HOWARD PO BOX 21807 COLUMBUS OH 43221 316051156 501(C)(3) 8000 N/A N/A OUTREACH GRANT - YOUTH SINGING CAMP SUNSHINE DISTRICT C/O DAVID KANNBERG 13948 SHEFFIELD CT WELLINGTON FL 33414 596194988 501(C)(3) 8000 N/A N/A OUTREACH GRANT - YOUTH SINGING CAMP C023 TACOMA C/O TERRY WARFORD 6020 S CEDAR ST TACOMA WA 98409 916055802 501(C)(3) 7500 N/A N/A OUTREACH GRANT - YOUTH SINGING CAMP H043 HILLTOP C/O BOB DOWMA 1876 NOBLE RD ARDEN HILLS MN 55112 411560696 501(C)(3) 7500 N/A N/A OUTREACH GRANT - YOUTH SINGING FESTIVAL FAR WESTERN DISTRICT C/O MAX BATES 425 N 500 W SAINT GEORGE UT 84770 956085839 501(C)(3) 6500 N/A N/A OUTREACH GRANT - YOUTH SINGING CAMP G069 CINCINNATI WESTERN HILLS C/O RANDALL GOSS 558 BLACK HAWK TRL TRL LOVELAND OH 45140 316050236 501(C)(3) 6000 N/A N/A OUTREACH GRANT - COMMUNITY SINGING NORTHEASTERN DISTRICT C/O JOHN ENGLANDER 3 OWLS HEAD DR NASHUA NH 03063 046139578 501(C)(3) 6000 N/A N/A OUTREACH GRANT - YOUTH SINGING CAMP 10 0 YOUTH BARBERSHOP QUARTET CONTEST SCHOLARSHIPS 116 32575 OTHER - REIMBURSE TRAVEL AND RELATED EXPENSES. NON-CASH SCHOLARSHIPS TO HARMONY UNIVERSITY 125 0 71263 FMV - TUITION RATES FOR PROGRAM SCHOLARSHIPS COVER ROOM, BOARD AND TUITION NEXT GENERATION CHORUS 38 0 12700 FMV - TUITION RATES FOR PROGRAM SCHOLARSHIPS COVER ROOM, BOARD AND TUITION YOUTH CHORUS FESTIVAL 438 64487 67050 FMV - EVENT REGISTRATION EXPENSE ASSISTANCE TO COVER ROOM EXPENSES FOR FESTIVAL 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 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 160097 0 27500 0 0 0 32717 0 6914 0 227228 0 0 0 ERIK P DOVE CFO/DIR OF FINANCE 124308 0 9000 0 0 0 19138 0 6768 0 159214 0 0 0 DONALD CHIP GALLENT COO/DIRECTOR OF OPERATIONS 122789 0 8500 0 0 0 18694 0 6778 0 156761 0 0 0 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 WITH A SEVENTY-NINE YEAR LEGACY OF PRESERVING AND PROMOTING THE ART OF BARBERSHOP SINGING, THE BARBERSHOP HARMONY SOCIETY ("BHS OR "SOCIETY") OF TODAY STRIVES TO BRING PEOPLE TOGETHER TO SHARE THE JOY OF SINGING. THE BHS BRINGS TOGETHER MEN OF ALL AGES AND EXPERIENCE, CULTIVATES EXTRAORDINARY SINGING AND SHOWMANSHIP, PROMOTES FELLOWSHIP AND CAMARADERIE, AND MAKES A DIFFERENCE IN PEOPLE'S LIVES. THROUGH PUBLIC PERFORMANCE, VOCAL INSTRUCTION, SUPPORT OF MUSIC EDUCATION AND PROGRAMS AT ALL AGE LEVELS IN COMMUNITIES AROUND THE WORLD, AND CHARITABLE SERVICE, THE 22,000 ARTIST/MEMBERS OF THE BHS BRING JOY TO THE LIVES OF THOSE WE TOUCH. WE ARE MAKING THE MUSIC THAT'S MAKING A DIFFERENCE. WE ARE ACHIEVING THE MISSION BY FOCUSING ON FOUR PILLARS: - 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. THE BHS PROPAGATES PERFORMING ARTISTS IN GRASSROOTS COMMUNITIES ACROSS NORTH AMERICA WHO REGULARLY COME TOGETHER TO SING, LEARN, AND EXPRESS THE GAMUT OF HUMAN EXPERIENCE THROUGH VOCAL HARMONY. FORMAL SETTINGS, SUCH AS CHORUS REHEARSALS, CLINICS, COACHING SESSIONS, AND OTHER CONVENINGS, PRESERVE AND ADVANCE THE UNIQUE LITERATURE AND PERFORMANCE STYLE OF A CONTINUALLY EVOLVING MUSICAL ARTFORM THAT TRACES ITS ORIGINS TO AFRICAN-AMERICAN SINGERS OF THE MID-1800'S. INFORMAL IMPROVISATIONAL VOCAL JAM SESSIONS CELEBRATE A MASTER/APPRENTICE TEACHING MODEL AND ORAL TRANSMISSION OF HARMONIC VARIATIONS, TRICKS AND CULTURAL MEMORIES. THESE AUTHENTIC EXPERIENCES SOMETIMES GENERATE NEW ENSEMBLES WHICH EXPAND THE MUSIC AND CULTURE FURTHER, AND EXTEND INTO PUBLIC PERFORMANCE AND APPRECIATION OF THE MUSICAL ART FORM. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EVALUATION, COACHING AND TRAINING (EVENTS) -- THE SOCIETY PROVIDES SUPPORTIVE SERVICES THAT ENABLE COMMUNITIES OF ARTISTS TO THRIVE IN NORTH AMERICA AND AROUND THE GLOBE. THE SOCIETY PRODUCES LOCAL, REGIONAL AND INTERNATIONAL CONVENINGS THAT SHOWCASE, ADVANCE AND CELEBRATE THE BARBERSHOP ART FORM. GRASSROOTS COMMUNITIES OF ARTISTS (ORGANIZED INTO 17 DISTRICTS, MORE THAN 700 CHAPTERS AND 1,250 REGISTERED QUARTETS) SEND HUNDREDS OF CHORUSES AND QUARTETS TO COMPETE AGAINST EACH OTHER, CULMINATING IN AN ANNUAL INTERNATIONAL CONVENTION WITH AN AVERAGE ATTENDANCE OF 6,000-8,000 SINGERS AND FANS. CONTESTS ARE ADJUDICATED BY CERTIFIED JUDGES WHO DONATE THEIR TIME AND EFFORT TO EVALUATE THE ARTISTS AND HELP THEM IMPROVE THEIR ARTISTRY. THE CONTEST AND JUDGING PROGRAM IS A RIGOROUS TRAINING PROGRAM THAT FOCUSES ON CONTINUAL IMPROVEMENT, ENCOURAGEMENT AND EXCELLENCE IN THE CATEGORIES OF MUSIC, SINGING AND PERFORMANCE. THE CERTIFICATION AND EVALUATION PROGRAM SCORES MUSICAL PERFORMANCES AND PROVIDES REAL TIME COACHING AND FEEDBACK TO PARTICIPATING ARTISTS IN THESE THREE AREAS OF FOCUS, WHICH CONTRIBUTE TO THE MUSICAL EXPERIENCE AND IMPACT THESE ARTISTS HAVE ON THEIR AUDIENCES WITH THE GOAL OF CHANGING LIVES THROUGH MUSIC. MANY OTHER SHOWS, EVENTS AND MEETINGS, AND EDUCATIONAL CLASSES ALSO TAKE PLACE AT THESE CONVENINGS. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: OUTREACH, INCLUSION AND PROMOTION (IMAGE & MEMBERSHIP SERVICES) -- THE SOCIETY CONDUCTS MUSIC EDUCATION AND OUTREACH PROGRAMS, CREATES PARTNERSHIPS, DISTRIBUTES RESOURCES AND PRODUCES EVENTS THAT INCREASE ACCESS TO SINGING, SUPPORT MUSIC EDUCATORS AND PROMOTE THE VALUE OF LIFELONG SINGING FOR BOTH THE SINGER AND THE SINGER'S COMMUNITY. THE SOCIETY'S LIFELONG SINGING EFFORTS INCLUDE 1) DISTRIBUTION OF FREE MUSIC, TRACKS AND CURRICULA TO MUSIC EDUCATORS; 2) CAMPS, WORKSHOPS AND FESTIVALS TO BRING TOGETHER MEN OF ALL AGES IN SONG, INCLUDING OUR SIGNATURE YOUTH CHORUS FESTIVAL, YOUTH BARBERSHOP QUARTET CONTEST, YOUSING! PROGRAM AND YOUTH HARMONY EXPLOSION CAMPS; 3) TRAINING FOR MUSIC EDUCATORS IN METHODS FOR ATTRACTING AND TRAINING YOUNG MALE VOICES; AND 4) GRANT PROGRAMS TO SUPPORT LIFELONG SINGING ACTIVITIES IN LOCAL COMMUNITIES OF ARTISTS. THE YOUTH BARBERSHOP QUARTET CONTEST BRINGS APPROXIMATELY 200-250 YOUNG ARTISTS FROM AROUND THE WORLD (UNDER AGE 25) TO COMPETE IN REGIONAL QUALIFICATION ROUNDS AND RECEIVE SCHOLARSHIP ASSISTANCE TO COMPETE FOR THE WORLD CHAMPIONSHIP AT OUR INTERNATIONAL CONVENTION. MANY YOUNG SINGERS FIND THIS A STEPPING STONE TO CONTINUED DEVELOPMENT AND SUCCESS. AN ADDITIONAL 400-600 YOUNG SINGERS ARE BROUGHT, FREE OF CHARGE, TO OUR INTERNATIONAL YOUTH CHORUS FESTIVAL, A PREMIER DESTINATION EVENT FOR YOUNG MEN'S ENSEMBLES, AS WELL AS MIXED HARMONY AND YOUNG WOMEN'S ENSEMBLES. THE INTERNATIONAL YOUTH CHORUS FESTIVAL FEATURES EDUCATIONAL MASTER CLASSES, MASSED CHOIR EXPERIENCES AND ADJUDICATED FESTIVAL PERFORMANCES BEFORE THOUSANDS OF ENTHUSIASTIC AUDIENCE MEMBERS. THE SOCIETY PRODUCES ANNUAL EDUCATIONAL TOURS THAT BRING HIGH-LEVEL PERFORMANCES AND MUSICAL SERVICES TO SCHOOLS AND COMMUNITIES ACROSS THE COUNTRY, PROMOTING THE BENEFITS OF SINGING AND PROVIDING MUSICAL OUTLETS AND OPPORTUNITIES AT THE LOCAL COMMUNITY LEVEL. THE SOCIETY IS COMMITTED TO A MUCH WIDER VARIETY OF OUTREACH ACTIVITIES, NOT ONLY YOUTH OUTREACH, THROUGH A LOCAL GRANTS PROGRAM THAT PROVIDES SIGNIFICANT FUNDING FOR LOCAL GRASSROOTS OUTREACH EFFORTS DEVELOPED AT THE CHAPTER AND DISTRICT LEVELS. A SEPARATE GRANT FUND AWARDS INNOVATIVE NEW IDEAS THAT CREATE CAPACITY-BUILDING AND INNOVATION EFFORTS BY LOCAL COMMUNITIES OF ARTISTS. THE SOCIETY HAS MANAGED THESE GRANT EFFORTS WITH THE GENEROUS SUPPORT OF HARMONY FOUNDATION INTERNATIONAL, INC. IN 2016, THE SOCIETY ISSUED APPROXIMATELY $180,000 OF GRANTS FOR SIXTY-THREE (63) DIFFERENT EVENTS WITH HUNDREDS OF MUSIC EDUCATORS SUPPORTED AND MORE THAN 20,000 STUDENTS REACHED. TO HELP DELIVER SUCH ACTIVITIES, WE'VE IMPLEMENTED AN INDUSTRY-STANDARD, 100% ONLINE GRANT REQUEST AND REVIEW PROCESS THAT WILL BETTER HELP OUR CHAPTERS DESIGN HIGHER-IMPACT OUTREACH ACTIVITIES, BECOMING BETTER LEADERS IN THEIR COMMUNITIES, AND ATTRACTING OTHER COMMUNITY FUNDING TO SCALE THE IMPACT THESE PROGRAMS CAN HAVE IN THEIR COMMUNITIES. TO ENHANCE ITS EDUCATIONAL REACH, THE SOCIETY PRODUCES THE HARMONIZER MAGAZINE, A COLORFUL BI-MONTHLY PUBLICATION WITH STORIES ABOUT WAYS TO ENHANCE THE BARBERSHOP EXPERIENCE OF MORE THAN 22,000 ARTIST/MEMBERS AND FANS AND TO HELP MORE THAN 700 CHAPTERS AND 1,200 REGISTERED QUARTETS IN THE U.S. AND CANADA BETTER SERVE THEIR RESPECTIVE COMMUNITIES. THE SOCIETY HEADQUARTERS ALSO CONNECTS ARTISTS THROUGH ONLINE AND SOCIAL MEDIA, INCLUDING THE WEBSITES BARBERSHOP.ORG, BARBERSHOPHQ.COM , THE WEEKLY LIVEWIRE E-NEWSLETTER, AS WELL AS REGULAR UPDATES TO THE SOCIETY'S POPULAR FACEBOOK AND TWITTER PAGES. THE SOCIETY CONTINUES TO UTILIZE ITS STORY TELLER PROJECT TO COLLECT STORIES TO CELEBRATE THE "BARBERSHOPPER" EXPERIENCE AND THE LIVES IMPACTED BY THE EXPERIENCE. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: EDUCATION AND LEADERSHIP DEVELOPMENT (MUSICAL EXPERIENCE / HARMONY MARKETPLACE) -- THE SOCIETY OPERATES EDUCATIONAL PROGRAMS AND DISSEMINATES 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. FULL-TIME PROFESSIONAL MUSIC EDUCATORS ON OUR STAFF, ALONGSIDE HUNDREDS OF HIGH-LEVEL VOLUNTEERS, CONDUCT EDUCATIONAL PROGRAMS TARGETED AT ALL AGE LEVELS, BOTH IN PERSON AND ELECTRONICALLY. A SERVANT LEADERSHIP MODEL PLACES ADMINISTRATION OF MOST UNITS OF THE SOCIETY (LOCAL CHAPTERS, REGIONAL ADMINISTRATIVE DISTRICTS, AND LARGE PROGRAM-DELIVERY AREAS) IN THE HANDS OF GRASSROOTS VOLUNTEERS WHO WORK WITHOUT PAY. SIGNIFICANT PORTIONS OF THE ENTIRE NATIONAL PROGRAM VALUE ARE DESIGNED, IMPLEMENTED, ADMINISTERED AND EVALUATED BY THIS CORPS, WHOSE NUMBERS EXCEED 30% OF ACTIVE ARTIST/MEMBERS OF THE SOCIETY. HARMONY UNIVERSITY, OUR SIGNATURE EDUCATION PROGRAM, INCLUDES A DIRECTOR'S COLLEGE, MUSIC EDUCATORS COLLEGE, ARRANGERS COLLEGE, HARMONY COLLEGE, QUARTET COLLEGE, AND LEADERSHIP TRAINING. HARMONY UNIVERSITY IS DELIVERED THROUGH VARIOUS MEANS INCLUDING A ONE WEEK SUMMER INTENSIVE, COURSES AT LOCAL, REGIONAL AND INTERNATIONAL FESTIVALS, AND AN ONLINE OFFERING. THE WEEK-LONG HARMONY UNIVERSITY OFFERS HUNDREDS OF CLASSES ATTENDED BY MORE THAN 500 MEN AND WOMEN OF ALL AGES. MOST OF THE EXPERT INSTRUCTION IS PROVIDED BY SKILLED VOLUNTEERS. STUDENTS -- INCLUDING MUSIC EDUCATORS, ARRANGERS AND ENTHUSIASTS -- LEARN SINGING, COMPOSITION, ARRANGING, SHOW PRODUCTION; DIRECTORS SHARPEN THEIR DIRECTING SKILLS; AND JUDGES USE THE WEEKEND TO LEARN AND CERTIFY FOR COMPETITIONS AND COACHING. IN 2016, OVER 170 SCHOLARSHIPS RANGING FROM 30% TO 100% TUITION WERE PROVIDED TO UNDERSERVED YOUNG MEN AND WOMEN, MUSIC EDUCATORS, DIRECTORS AND ARRANGERS, VOLUNTEER LEADERS AND LEADERSHIP FACILITATORS. OTHER EDUCATIONAL PROGRAM DELIVERY MECHANISMS INCLUDE 1) DOZENS OF REGIONAL HARMONY UNIVERSITY CLASSES TAUGHT BY A MIX OF VOLUNTEER AND PROFESSIONAL BHS STAFF; 2) LEADERSHIP FORUMS HELD TO TRAIN THE VOLUNTEER OFFICERS AND CULTIVATE FUTURE LEADERS OF THE 17 DISTRICTS IN LEADERSHIP SKILLS, THOROUGH UNDERSTANDING OF MISSION/VISION, PLANNING, PROGRAM PRIORITIZATION AND BEST PRACTICES TO SUPPORT CHORUSES AND QUARTETS IN THEIR DISTRICTS; AND 3) MUSIC EDUCATION AND CLINICIAN SERVICES. THE SOCIETY, OFTEN ASSISTED BY UNDERWRITING FROM HARMONY FOUNDATION INTERNATIONAL, ALSO SUPPORTS MANY INITIATIVES FOR ENCOURAGING SINGING IN PUBLIC SCHOOLS THROUGHOUT THE U.S. AND CANADA. SUPPORT INCLUDES FREE SHEET MUSIC TO MANY SCHOOLS (BOTH BARBERSHOP AND NON-BARBERSHOP ARRANGEMENTS), CLINICIANS FOR YOUTH BARBERSHOP CAMPS AND FESTIVALS, AND EXPERT ASSISTANCE TO MUSIC EDUCATORS AND INDEPENDENT YOUTH GROUPS THAT WANT TO START BARBERSHOP CHORUSES AND QUARTETS. THE SOCIETY MAKES BARBERSHOP MUSIC MORE WIDELY ACCESSIBLE BY PRODUCING AND DISTRIBUTING 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 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. 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. THROUGH THE MONETIZATION OF THESE ASSETS AND RELATED SERVICES, WE GROW OUR CAPACITY TO ADVANCE OUR PROGRAMS BY DEVELOPING AND GROWING EARNED INCOME WHILE ADVANCING MISSION. THESE SERVICES INCLUDE 1) HARMONY MARKETPLACE, OUR DISTRIBUTION ARM FOR MUSICAL ARRANGEMENTS, SHEET MUSIC, RECORDINGS, LEARNING TRACKS AND ENTHUSIAST MERCHANDISE; 2) PROVIDING OPERATIONAL SERVICES FOR LOCAL ARTIST COMMUNITIES, INCLUDING LEGAL FORMATION, INSURANCE, AND BOARD DEVELOPMENT; AND 3) PROVIDING ARTISTIC SERVICES INCLUDING LICENSING AND COPYRIGHT CLEARANCE FOR MUSIC AND PERFORMANCES, DEVELOPING AND DISTRIBUTING NEW MUSIC AND ARRANGEMENTS, CURATING AND ARCHIVING RECORDINGS. IN TOTAL, THE SOCIETY'S EDUCATIONAL PROGRAMS, INCLUDING SCHOOLS, CAMPS, WORKSHOPS, AND SEMINARS REACH WELL OVER 60,000 PEOPLE ANNUALLY. 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 JOINT AUDIT COMMITTEE AND BOARD TREASURER, THEN DISCUSSED WITH MANAGEMENT AND THE PREPARER. THE BOARD'S FINANCE COMMITTEE ALSO RECEIVES AN ADVANCED COPY OF THE FORM 990 TO REVIEW, BUT IT DOES NOT SUPERCEDE THE JOINT AUDIT COMMITTEE. 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 843445 CASH SOCIETY OWNS BUILDING THAT IS OCCUPIED BY THE SOCIETY & HARMONY FDN N 0 CASH FUNDS ARE HELD ON BEHALF OF SOCIETY BY HARMONY FOUNDATION S 288857 CASH CONTRIBUTION OF A COLLECTION ITEM S 5000 FMV