HARMONY FOUNDATION INTERNATIONAL IN C: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HARMONY FOUNDATION INTERNATIONAL IN C (EIN 39-6073041)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-03-15
- IRS object ID
- 201620759349300337
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-15T12:37:30-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396073041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARMONY FOUNDATION INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARM | BusinessNameControlTxt |
| Phone | 6158235611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVENUE NORTH NO 200 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARKE CALDWELL | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6158235611 | PhoneNum |
| Signature | 2016-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN YOUNGSTEAD | PreparerPersonNm |
| PTIN | P00320901 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2016-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLARKE CALDWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SEVENTH AVE NORTH SUITE 200 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,382,363 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARMONYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE ALL ASPECTS OF FOUR-PART VOCAL HARMONY KNOWN AS BARBERSHOP HARMONY, ESTABLISH MUSICAL SCHOLARSHIPS FOR NEEDY OR TALENTED STUDENTS AND TEACHERS, AND TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,022,628 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,191,251 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,477 | CYProgramServiceRevenueAmt |
| PY Investment Income | $114,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,675 | PYOtherRevenueAmt |
| CY Other Revenue | $613 | CYOtherRevenueAmt |
| PY Total Revenue | $3,141,487 | PYTotalRevenueAmt |
| CY Total Revenue | $4,258,005 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $887,191 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,283,376 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,005,510 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $449,238 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,198 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $835,960 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $505,145 | PYOtherExpensesAmt |
| CY Other Expenses | $1,067,346 | CYOtherExpensesAmt |
| PY Total Expenses | $2,403,044 | PYTotalExpensesAmt |
| CY Total Expenses | $2,804,960 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $738,443 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,453,045 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,139,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,769,230 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,409,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $704,349 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,729,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,064,881 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONNECT PEOPLE THROUGH CHARITABLE GIVING FOR THE PURPOSE OF ENRICHING LIVES THROUGH SINGING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,479,985 | ExpenseAmt |
| Grant | $1,283,376 | GrantAmt |
| Revenue | $5,090 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES GRANTS AND GRANT OVERSIGHT TO BARBERSHOP HARMONY SOCIETY, ITS CHAPTERS AND DISTRICTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $122,557 | ExpenseAmt |
| Desc | 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 CHAPTERS, CONVENTIONS, YOUTH CAMPS AND WORKSHOPS, 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,602,542 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN FAULKENBERRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6158235611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVE NORTH AVE STE 200 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DEBBIE CLEVELAND | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CASEY PARSONS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK HARNER | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LYNN WEAVER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MILLS | ||||||||
| TRUSTEE, VICE CHAIR BEG. 01/15 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ARNE THEMMEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER FEENEY | ||||||||
| CHAIR TIL 01/15 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DONALD A LAURSEN | ||||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MIKE DEPUTY | ||||||||
| VICE CHAIR TIL 01/15 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHARON MILLER | ||||||||
| CHAIR BEGIN 01/15 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DON LAMBERT | ||||||||
| TRUSTEE BEG. 09/15 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED FARRELL | ||||||||
| TRUSTEE TIL 03/15 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARKE CALDWELL | ||||||||
| PRESIDENT/CEO (NON-VOTING | 40.00 | Yes (X) | $85,131 | $45,069 | $32,234 | Yes (X) | 5.00 | |
| MARTY MONSON | ||||||||
| EXEC DIR - BHS (NON-VOTING | 5.00 | Yes (X) | $0 | $0 | $0 | 40.00 | ||
| CAROLYN FAULKENBERRY | ||||||||
| CFO | 40.00 | $71,458 | $34,348 | $24,117 | Yes (X) | |||
| PATRICK RYAN KILLEEN | ||||||||
| DEVELOPMENT | 40.00 | $68,171 | $34,348 | $14,500 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $224,760 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $113,765 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,851 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $745,717 | RelatedOrganizationsAmt |
| All Other Contributions | $3,445,534 | AllOtherContributionsAmt |
| Noncash Contributions | $188,279 | NoncashContributionsAmt |
| Total Contributions | $4,191,251 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,477 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,477 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,372 | TotalRevenueColumnAmt |
| Exclusion | $35,372 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,150,650 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,124,358 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,292 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,292 | TotalRevenueColumnAmt |
| Exclusion | $26,292 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $613 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $613 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $613 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,258,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,090 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,664 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,283,376 | TotalAmt |
| Program Services | $1,283,376 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,172 | TotalAmt |
| Program Services | $39,040 | ProgramServicesAmt |
| Management And General | $55,529 | ManagementAndGeneralAmt |
| Fundraising | $50,603 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,741 | TotalAmt |
| Program Services | $44,917 | ProgramServicesAmt |
| Management And General | $32,601 | ManagementAndGeneralAmt |
| Fundraising | $155,223 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,095 | TotalAmt |
| Program Services | $4,187 | ProgramServicesAmt |
| Management And General | $2,585 | ManagementAndGeneralAmt |
| Fundraising | $14,323 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,888 | TotalAmt |
| Program Services | $5,780 | ProgramServicesAmt |
| Management And General | $5,146 | ManagementAndGeneralAmt |
| Fundraising | $17,962 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,342 | TotalAmt |
| Program Services | $4,383 | ProgramServicesAmt |
| Management And General | $3,340 | ManagementAndGeneralAmt |
| Fundraising | $13,619 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,351 | TotalAmt |
| Program Services | $1,215 | ProgramServicesAmt |
| Management And General | $16,136 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Fundraising | $5,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,238 | TotalAmt |
| Program Services | $19,238 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,901 | TotalAmt |
| Program Services | $553 | ProgramServicesAmt |
| Management And General | $3,793 | ManagementAndGeneralAmt |
| Fundraising | $3,555 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,452 | TotalAmt |
| Program Services | $1,186 | ProgramServicesAmt |
| Fundraising | $19,266 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,656 | TotalAmt |
| Program Services | $5,267 | ProgramServicesAmt |
| Management And General | $44,529 | ManagementAndGeneralAmt |
| Fundraising | $18,860 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,930 | TotalAmt |
| Program Services | $3,565 | ProgramServicesAmt |
| Management And General | $19,834 | ManagementAndGeneralAmt |
| Fundraising | $27,531 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,109 | TotalAmt |
| Program Services | $6,895 | ProgramServicesAmt |
| Management And General | $26,601 | ManagementAndGeneralAmt |
| Fundraising | $64,613 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,513 | TotalAmt |
| Program Services | $51,912 | ProgramServicesAmt |
| Fundraising | $79,601 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,424 | TotalAmt |
| Program Services | $380 | ProgramServicesAmt |
| Management And General | $5,044 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,841 | TotalAmt |
| Program Services | $689 | ProgramServicesAmt |
| Management And General | $9,152 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REIMBURSED SALARIES AND | $567,121 | $127,019 | $119,410 | $320,692 |
| STAFF DEVELOPMENT | $41,003 | $2,871 | $19,456 | $18,676 |
| CULTIVATION | $20,640 | $20,640 | ||
| PLANNED GIVING PREMIUM | $5,796 | $5,796 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,371 | TotalAmt |
| Program Services | $69 | ProgramServicesAmt |
| Management And General | $3,302 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,804,960 | TotalAmt |
| Program Services | $1,602,542 | ProgramServicesAmt |
| Management And General | $366,458 | ManagementAndGeneralAmt |
| Fundraising | $835,960 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,527 | BOYAmt |
| EOY | $261,662 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,856 | BOYAmt |
| EOY | $1,920,102 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,537 | BOYAmt |
| EOY | $21,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $177,499 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $152,740 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,650 | BOYAmt |
| EOY | $24,759 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,035,624 | BOYAmt |
| EOY | $2,023,594 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,937 | BOYAmt |
| EOY | $517,251 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,139,131 | BOYAmt |
| EOY | $4,769,230 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,832 | BOYAmt |
| EOY | $87,030 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $250,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,043 | BOYAmt |
| EOY | $367,319 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,875 | BOYAmt |
| EOY | $704,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303 | BOYAmt |
| EOY | $1,040,582 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,434 | BOYAmt |
| EOY | $1,248,848 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,519 | BOYAmt |
| EOY | $1,775,451 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729,256 | BOYAmt |
| EOY | $4,064,881 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,139,131 | BOYAmt |
| EOY | $4,769,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,453,045 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$123,888 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $6,468 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,368,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,230,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,794,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,022,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,191,251 | CurrentTaxYearAmt |
| Total | $14,606,828 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,368,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,230,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,794,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,022,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,191,251 | CurrentTaxYearAmt |
| Total | $14,606,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $374,214 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,232,614 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,372 | CurrentTaxYearAmt |
| Total | $120,816 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,727,644 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,477 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $18,350 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,727,519 | BeginningYearBalanceAmt |
| Contributions | $159,196 | ContributionsAmt |
| Investment Earnings Or Losses | -$68,935 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,243 | OtherExpendituresAmt |
| Administrative Expenses | $11,086 | AdministrativeExpensesAmt |
| End Year Balance | $1,775,451 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,700,334 | BeginningYearBalanceAmt |
| Contributions | $37,928 | ContributionsAmt |
| Investment Earnings Or Losses | $78,169 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,159 | OtherExpendituresAmt |
| Administrative Expenses | $7,753 | AdministrativeExpensesAmt |
| End Year Balance | $1,727,519 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,598,470 | BeginningYearBalanceAmt |
| Contributions | $45,366 | ContributionsAmt |
| Investment Earnings Or Losses | $83,986 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,245 | OtherExpendituresAmt |
| Administrative Expenses | $4,243 | AdministrativeExpensesAmt |
| End Year Balance | $1,700,334 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,473,832 | BeginningYearBalanceAmt |
| Contributions | $33,614 | ContributionsAmt |
| Investment Earnings Or Losses | $116,327 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,034 | OtherExpendituresAmt |
| Administrative Expenses | $3,269 | AdministrativeExpensesAmt |
| End Year Balance | $1,598,470 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,465,378 | BeginningYearBalanceAmt |
| Contributions | $24,797 | ContributionsAmt |
| Investment Earnings Or Losses | $3,104 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,612 | OtherExpendituresAmt |
| Administrative Expenses | $2,835 | AdministrativeExpensesAmt |
| End Year Balance | $1,473,832 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $152,740 | DepreciationAmt |
| Book Value | $24,759 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,759 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $167,000 |
| ACCRUED INTEREST RECEIVABLE | $2,651 |
| INTEREST IN CRUTS | $347,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $517,251 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS | $87,894 |
| ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY | $16,477 |
| FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY | $262,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $367,319 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,128,547 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$123,888 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,468 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$117,420 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,245,967 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,038 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,038 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,258,005 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,792,922 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,792,922 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,038 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,038 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,804,960 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|---|
| BARBERSHOP HARMONY SOCIETY | ||||||||
| 110 SEVENTH AVE NORTH | NASHVILLE | TN | 37203 | 390926339 | 501(C)(3) | $822,992 | SCHOLARSHIPS, MUSIC FOR SCHOOLS, COLLEGE QUARTET COMPETITION, AND CAMPS & WORKSHOPS | |
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| DISTRICT-MID-ATLANTIC | ||||||||
| 226079249 | 501(C)(3) | $15,510 | CAMPS & WORKSHOPS | $0 | ||||
| DISTRICT-SUNSHINE | ||||||||
| 596194988 | 501(C)(3) | $17,567 | CAMPS & WORKSHOPS | $0 | ||||
| CHAPTER-SANTA FE | ||||||||
| 850322199 | 501(C)(3) | $16,514 | CAMPS & WORKSHOPS | $0 | ||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| ASSOCIATION OF INTERNATIONAL CHAMPIONS (AIC) | ||||||||
| 391673284 | 501(C)(3) | $7,509 | CAMPS & WORKSHOPS | |||||
| CHAPTER-NASHVILLE | ||||||||
| 626063251 | 501(C)(3) | $6,379 | CAMPS & WORKSHOPS | |||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| DISTRICT-JOHNNY APPLESEED | ||||||||
| 237114002 | 501(C)(3) | $7,013 | CAMPS & WORKSHOPS | |||||
| (no name) | ||||||||
| 916055802 | CAMPS & WORKSHOPS | |||||||
| CHAPTER-ALEXANDRIA | ||||||||
| 546047426 | 501(C)(3) | $10,195 | CAMPS & WORKSHOPS | |||||
| (no name) | ||||||||
| 383348645 | CAMPS & WORKSHOPS | |||||||
| DISTRICT-ROCKY MOUNTAIN | ||||||||
| 742073627 | 501(C)(3) | $6,179 | CAMPS & WORKSHOPS | |||||
| DISTRICT-FAR WESTERN | ||||||||
| 956085839 | 501(C)(3) | $11,217 | CAMPS & WORKSHOPS | |||||
| CHAPTER-STCHARLES | ||||||||
| 237004257 | 501(C)(3) | $5,530 | CAMPS & WORKSHOPS | |||||
| CHAPTER-WESTERN HILLS | ||||||||
| 316050236 | 501(C)(3) | $5,070 | CAMPS & WORKSHOPS | |||||
| CHAPTER-HILLTOP | ||||||||
| 411560696 | 501(C)(3) | $7,217 | CAMPS & WORKSHOPS | |||||
| CHAPTER-DENVER-MILE HIGH | ||||||||
| 846044526 | 501(C)(3) | $6,240 | CAMPS & WORKSHOPS | |||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| CHAPTER-DES MOINES | ||||||||
| 426092566 | 501(C)(3) | $9,431 | CAMPS & WORKSHOPS | |||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| CHAPTER-WESTMINSTER | ||||||||
| 956196396 | 501(C)(3) | $10,184 | CAMPS & WORKSHOPS | |||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| (no name) | ||||||||
| CAMPS & WORKSHOPS | ||||||||
| DISTRICT-SENECA LAND | ||||||||
| 166036099 | 501(C)(3) | $11,523 | CAMPS & WORKSHOPS | |||||
| DISTRICT-NORTHEASTERN | ||||||||
| 046139578 | 501(C)(3) | $9,972 | CAMPS & WORKSHOPS | |||||
| CHAPTER-LONGMONT | ||||||||
| 846044865 | 501(C)(3) | $5,406 | CAMPS & WORKSHOPS | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, COLLEGIATE QUARTET CONTEST, AND SEVERAL OTHER PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARKE CALDWELL | PersonNm |
| Title | PRESIDENT/CEO (NON-VOTING | TitleTxt |
| Base Compensation Filing Org | $71,287 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $44,919 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $13,844 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $150 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,485 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $7,280 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,679 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $3,790 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $106,295 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $56,139 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION WAS ACCRUED BY THE ORGANIZATION FOR CLARKE CALDWELL. THIS COMPENSATION WAS CONTINGENT UPON MEETING VARIOUS PERFORMANCE RELATED GOALS SET BY THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $188,279 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | THE BARBERSHOP HARMONY SOCIETY APPROVES THE BOARD OF TRUSTEES OF HARMONY FOUNDATION INTERNATIONAL, INC. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOC FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTET | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVENUE NORTH | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372033704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390926339 | EIN |
| Primary Activities | PRESERVATION OF THE OLD AMERICAN ART FORM OF BARBER SHOP QUARTET SINGING | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(1) | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY | ||
| B | $822,992 | BOOK AMOUNT |
| THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY | ||
| N | ||
| THE FOUNDATION REIMBURSES THE SOCIETY FOR SALARIES AND FRINGE BENEFITS | ||
| P | $529,073 | BOOK AMOUNT |
| THE FOUNDATION PROVIDED GRANTS TO VARIOUS LOCAL DISTRICTS & CHAPTERS | ||
| B | $4,100 | BOOK AMOUNT |
| THE BARBERSHOP HARMONY SOCIETY PROVIDED CONTRIBUTIONS TO THE FOUNDATION | ||
| C | $745,717 | BOOK AMOUNT |
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