FURP.ORG / PUBLIC DATA EXPLORER

SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP QUARTET: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP QUARTET (EIN 39-0926339)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-03
IRS object ID
202522769349301222
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-03T10:27:53-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390926339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR THE PRESERVATION & ENCOURAGEBusinessNameLine1Txt
Business Name Line2OF BARBERSHOP QUARTET SINGING IN AMERICABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone6158233993PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVENUE NORTHAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIK P DOVEPersonNm
Person TitleCFO/COOPersonTitleTxt
Phone8008767464PhoneNum
Signature2025-10-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATIE GRANTPreparerPersonNm
PTINP01256587PTIN
Phone6152427351PhoneNum
Preparation2025-10-03PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1BARBERSHOP HARMONY SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSTEVE DENINOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVENUE NORTHAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,972,267GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BARBERSHOP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1938FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE BARBERSHOP HARMONY SOCIETY BRINGS PEOPLE TOGETHER IN HARMONY AND FELLOWSHIP TO ENRICH LIVES THROUGH SINGING.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee24TotalEmployeeCnt
Total Volunteers700TotalVolunteersCnt
Total Gross UBI$2,310TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,777,323PYContributionsGrantsAmt
CY Contributions Grants$49,346CYContributionsGrantsAmt
PY Program Service Revenue$3,901,631PYProgramServiceRevenueAmt
CY Program Service Revenue$4,274,620CYProgramServiceRevenueAmt
PY Investment Income$7,645PYInvestmentIncomeAmt
CY Investment Income$14,126CYInvestmentIncomeAmt
PY Other Revenue$142,130PYOtherRevenueAmt
CY Other Revenue$45,192CYOtherRevenueAmt
PY Total Revenue$6,828,729PYTotalRevenueAmt
CY Total Revenue$4,383,284CYTotalRevenueAmt
PY Grants And Similar Paid$180,943PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$235,757CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,385,614PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,998,431CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$144,856CYTotalFundraisingExpenseAmt
PY Other Expenses$2,676,169PYOtherExpensesAmt
CY Other Expenses$2,374,344CYOtherExpensesAmt
PY Total Expenses$5,242,726PYTotalExpensesAmt
CY Total Expenses$4,608,532CYTotalExpensesAmt
PY Revenues Less Expenses$1,586,003PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$225,248CYRevenuesLessExpensesAmt
Total Assets BOY$6,634,504TotalAssetsBOYAmt
Total Assets EOY$6,082,545TotalAssetsEOYAmt
Total Liabilities BOY$5,594,894TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,012,999TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,039,610NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,069,546NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,319,200ExpenseAmt
Grant$106,847GrantAmt
Revenue$1,474,041RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$344,030ExpenseAmt
Grant$128,910GrantAmt
Revenue$57,012RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,982,546ExpenseAmt
Grant$0GrantAmt
Revenue$2,785,565RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$0ExpenseAmt
Revenue$0RevenueAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$3,645,776TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document68IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee24EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIK P DOVE CFOCOOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6156734133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVE NORTHAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP372033704ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ERIK P DOVE
CFO/COO40.00Yes (X)$188,273$0$21,500
STEVE DENINO
INTERIM CEO / EXECUTIVE DIRECTOR40.00Yes (X)$170,232$0$9,900
JAMES SCHLEIER
DIRECTOR OF EVENTS & CONVENTIONS40.00$100,109$0$12,780Yes (X)
MARTIN MONSON NON-VOTING
FORMER CEO (END NOV 2023)0.00$172,651$0$0Yes (X)
NOAH FUNDERBURG
IMMEDIATE PAST PRESIDENT5.00Yes (X)$0$0$0Yes (X)
JOHN SANTORA
PRESIDENT10.00Yes (X)$0$0$0Yes (X)
KEVIN KELLER
EXECUTIVE VP10.00Yes (X)$0$0$0Yes (X)
DWAYNE COOPER
TREASURER10.00Yes (X)$0$0$0Yes (X)
MARIA CHRISTIAN
SECRETARY10.00Yes (X)$0$0$0Yes (X)
GENE SPILKER
BOARD TRUSTEE5.00$0$0$0Yes (X)
TIM MYERS
BOARD TRUSTEE5.00$0$0$0Yes (X)
LARRY BOMBACK
BOARD TRUSTEE5.00$0$0$0Yes (X)
JOE MCDONALD
BOARD TRUSTEE5.00$0$0$0Yes (X)
ZACHARY MATERNE
BOARD TRUSTEE5.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$631,265TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$44,180TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNIVERSITY OF DENVER
2199 S UNIVERSITY VLVDDENVERCO80208VENUE$302,771
MULTICAM PRODUCTION SERVICES
3710 CEDARWOOD DRIVENASHVILLETN37216EVENT PRODUCTION$249,948
SHERATON NEW YORK TIME SQUARE
811 7TH AVENEW YORKNY10019VENUE$172,163
SALESFORCE INC
PO BOX 203141DALLASTX75320SOFTWARE SERVICES$113,662
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$49,346AllOtherContributionsAmt
Total Contributions$49,346TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$2,065,181$2,065,181
CONVENTIONS711130$1,474,041$1,474,041
MUSICAL EXPERIENCE711130$474,215$474,215
CHAPTER REIMBURSEMENTS900099$152,680$152,680
IMAGE711130$57,012$57,012

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,491TotalRevenueColumnAmt
Related Or Exempt Func Income$49,181RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,310UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,274,620TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,271TotalRevenueColumnAmt
Exclusion$14,271ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$884TotalRevenueColumnAmt
Exclusion$884ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,165SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,310SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$145SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$145TotalRevenueColumnAmt
Exclusion-$145ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$617,981GrossSalesOfInventoryAmt
Cost Of Goods Sold$573,673CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,308TotalRevenueColumnAmt
Related Or Exempt Func Income$44,308RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,383,284TotalRevenueColumnAmt
Related Or Exempt Func Income$4,316,618RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,310UnrelatedBusinessRevenueAmt
Exclusion$15,010ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,514TotalAmt
Program Services$15,514ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$188,101TotalAmt
Program Services$188,101ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$32,142TotalAmt
Program Services$32,142ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$640,914TotalAmt
Program Services$406,626ProgramServicesAmt
Management And General$234,288ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,079,617TotalAmt
Program Services$853,119ProgramServicesAmt
Management And General$82,498ManagementAndGeneralAmt
Fundraising$144,000FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$42,494TotalAmt
Program Services$37,948ProgramServicesAmt
Management And General$4,546ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$107,299TotalAmt
Program Services$93,970ProgramServicesAmt
Management And General$13,329ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$128,107TotalAmt
Program Services$103,273ProgramServicesAmt
Management And General$24,834ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,414TotalAmt
Management And General$3,414ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,614TotalAmt
Management And General$45,614ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,017TotalAmt
Management And General$15,017ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$363TotalAmt
Program Services$363ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$260,202TotalAmt
Program Services$257,159ProgramServicesAmt
Management And General$3,043ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$168,101TotalAmt
Program Services$136,109ProgramServicesAmt
Management And General$31,992ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$133,823TotalAmt
Program Services$107,880ProgramServicesAmt
Management And General$25,943ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$83,432TotalAmt
Program Services$52,216ProgramServicesAmt
Management And General$30,360ManagementAndGeneralAmt
Fundraising$856FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$954,978TotalAmt
Program Services$891,887ProgramServicesAmt
Management And General$63,091ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$151,329TotalAmt
Management And General$151,329ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$261,150TotalAmt
Program Services$210,526ProgramServicesAmt
Management And General$50,624ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,514TotalAmt
Program Services$21,373ProgramServicesAmt
Management And General$5,141ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$108,840$81,918$26,922$0
MUSIC EDUCATION & COMPE$102,502$102,502
MEMBER SERVICES$38,140$32,225$5,915
TRAINING AND LEADERSHIP$20,925$20,925

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,608,532TotalAmt
Program Services$3,645,776ProgramServicesAmt
Management And General$817,900ManagementAndGeneralAmt
Fundraising$144,856FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,563BOYAmt
EOY$30,042EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$309,790BOYAmt
EOY$362,317EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,315,930BOYAmt
EOY$790,854EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$63,630BOYAmt
EOY$42,032EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$93,353BOYAmt
EOY$69,470EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$201,056BOYAmt
EOY$227,613EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,421,672LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,574,189LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,134,967BOYAmt
EOY$2,847,483EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$334,696BOYAmt
EOY$366,796EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$16,216BOYAmt
EOY$16,051EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,153,303BOYAmt
EOY$1,329,887EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,634,504BOYAmt
EOY$6,082,545EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$442,924BOYAmt
EOY$370,316EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,201,225BOYAmt
EOY$1,571,121EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,621,073BOYAmt
EOY$2,752,742EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$329,672BOYAmt
EOY$318,820EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,594,894BOYAmt
EOY$5,012,999EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,199,767BOYAmt
EOY-$782,719EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,239,377BOYAmt
EOY$1,852,265EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,039,610BOYAmt
EOY$1,069,546EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,634,504BOYAmt
EOY$6,082,545EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$225,248ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$21,527NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$233,657OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,015,853CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,042,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,147,945CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,777,323CurrentTaxYearMinus1YearAmt
Current Tax Year$49,346CurrentTaxYearAmt
Total$10,032,976TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$902,918CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$694,213CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,122,534CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,652,043CurrentTaxYearMinus1YearAmt
Current Tax Year$2,825,110CurrentTaxYearAmt
Total$9,196,818TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,656,389CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,838,983CurrentTaxYearMinus1YearAmt
Current Tax Year$2,065,181CurrentTaxYearAmt
Total$5,560,553TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,918,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,736,722CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,926,868CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,268,349CurrentTaxYearMinus1YearAmt
Current Tax Year$4,939,637CurrentTaxYearAmt
Total$24,790,347TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20,029CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,522CurrentTaxYearMinus1YearAmt
Total$44,663TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,394,064CurrentTaxYearMinus1YearAmt
Total$1,394,674TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$20,029CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,722CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,401,586CurrentTaxYearMinus1YearAmt
Total$1,439,337TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$23,351,010PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,106CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,971CurrentTaxYearMinus1YearAmt
Current Tax Year$15,155CurrentTaxYearAmt
Total$181,254TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,763CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,106CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,971CurrentTaxYearMinus1YearAmt
Current Tax Year$15,155CurrentTaxYearAmt
Total$181,254TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$303,192CurrentTaxYearMinus4YearsAmt
Total$303,192TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,248,726CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,798,981CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,938,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,333,320CurrentTaxYearMinus1YearAmt
Current Tax Year$4,954,792CurrentTaxYearAmt
Total$25,274,793TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92390PublicSupportCY509Pct
Public Support PY5090.91700PublicSupportPY509Pct
Investment Income CY0.00720InvestmentIncomeCYPct
Investment Income PY0.00750InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:CHAPTER PROGRAMS - 2020 AMOUNT: $ 205,056. MISCELLANEOUS - 2020 AMOUNT: $ 98,136. 2024 AMOUNT: $ 0.
PART III, SECTION A, LINE 3IN 2022, MEMBERSHIPS BEGAN BEING REPORTED ON LINE 3 VS LINE 1, DUE TO CLARIFICATION OF REPORTING MEMBERSHIPS AS CONTRIBUTIONS VS. EXCHANGE TRANSACTIONS FOR PURPOSES OF 990 REPORTING.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,267,998BeginningYearBalanceAmt
Investment Earnings Or Losses$257,617InvestmentEarningsOrLossesAmt
Grants Or Scholarships$50,526GrantsOrScholarshipsAmt
End Year Balance$1,475,089EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,526,689BeginningYearBalanceAmt
Contributions$157,104ContributionsAmt
Investment Earnings Or Losses$52,723InvestmentEarningsOrLossesAmt
Grants Or Scholarships$30,000GrantsOrScholarshipsAmt
Other Expenditures$4,438,518OtherExpendituresAmt
End Year Balance$1,267,998EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,107,856BeginningYearBalanceAmt
Contributions$2,652,485ContributionsAmt
Investment Earnings Or Losses-$1,038,517InvestmentEarningsOrLossesAmt
Grants Or Scholarships$146,504GrantsOrScholarshipsAmt
Administrative Expenses$48,631AdministrativeExpensesAmt
End Year Balance$5,526,689EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,346,675BeginningYearBalanceAmt
Contributions$154,110ContributionsAmt
Investment Earnings Or Losses$743,424InvestmentEarningsOrLossesAmt
Grants Or Scholarships$101,357GrantsOrScholarshipsAmt
Administrative Expenses$34,996AdministrativeExpensesAmt
End Year Balance$4,107,856EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,929,057BeginningYearBalanceAmt
Contributions$78,254ContributionsAmt
Investment Earnings Or Losses$457,950InvestmentEarningsOrLossesAmt
Grants Or Scholarships$108,155GrantsOrScholarshipsAmt
Administrative Expenses$10,431AdministrativeExpensesAmt
End Year Balance$3,346,675EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.83000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$775,000OtherCostOrOtherBasisAmt
Book Value$775,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,482,866OtherCostOrOtherBasisAmt
Depreciation$2,614,433DepreciationAmt
Book Value$1,868,433BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,163,806OtherCostOrOtherBasisAmt
Depreciation$1,959,756DepreciationAmt
Book Value$204,050BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,847,483TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OPERATING LEASE ROU ASSET$145,173
BENEFICIAL INTEREST IN HFI ENDOWMENT$1,184,714
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,329,887TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS$173,647
OPERATING LEASE LIABILITY$145,173
FieldValueIRS element (for citing)
Total Liability$318,820TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,776,201TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$21,527NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$564,060DonatedServicesAndUseFcltsAmt
Other Revenue$807,330OtherRevenueAmt
Revenue Not Reported$1,392,917RevenueNotReportedAmt
Revenue Subtotal$4,383,284RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,383,284TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,746,265TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$564,060DonatedServicesUseFcltsAmt
Other Expenses Included$573,673OtherExpensesIncludedAmt
Expenses Not Reported$1,137,733ExpensesNotReportedAmt
Expenses Subtotal$4,608,532ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,608,532TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. 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, 2024 AND 2023.
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:THE BEGINNING OF YEAR BALANCE INCLUDES THE ENDOWMENT OF HARMONY FOUNDATION INTERNATIONAL, INC., AN ORGANIZATION PREVIOUSLY CONSIDERED TO BE FINANCIALLY INTERRELATED. DURING 2023, AN AGREEMENT WAS REACHED IN WHICH ONLY A MINORITY OF THE HFI BOARD OF TRUSTEES ARE NOMINATED AND ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY THEREAFTER. BASED ON THESE CHANGES AND HARMONY FOUNDATION INTERNATIONAL, INC. NO LONGER BEING TREATED AS FINANCIALLY INTERRELATED TO THE ORGANIZATION, THE ENDING BALANCE ONLY INCLUDES THE ENDOWMENT OF THE ORGANIZATION AND ITS BENEFICIAL INTEREST IN THE ENDOWMENT HELD BY HARMONY FOUNDATION INTERNATIONAL, INC. CREATED UNDER THE 2023 AGREEMENT. IN ORDER TO SHOW THE EFFECTS OF THE CHANGE IN THE REPORTING RELATIONSHIP, THE BEGINNING OF YEAR BALANCE FROM HARMONY FOUNDATION INTERNATIONAL, INC. MINUS THE VALUE OF THE ORGANIZATION'S BENEFICIAL INTEREST IS SHOWN IN OTHER EXPENDITURES. DISTRIBUTIONS FROM THE ENDOWMENT BENEFIT MUSIC/MUSIC EDUCATION, OUTREACH, SCHOLARSHIPS, OR YOUTH PROGRAMS.
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 FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES CHANGE IN VALUE FROM BENEFICIAL INTEREST
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00BUSINESS SERVICESINSURANCE, ADVERTISING, TRAVEL, TECHNOLOGY SERVICES, MEMBER DUES, AND EXPENSE REIMBURSEMENTS$67,109
EAST ASIA AND THE PACIFIC00US BASED PROGRAM SERVICESEXPENSE REIMBURSEMENT$4,931
EUROPE00US BASED PROGRAM SERVICESEXPENSE REIMBURSEMENT$1,214
EAST ASIA AND THE PACIFIC00EVENT SUPPORTINAGURAL JAPAN BARBERSHOP CONVENTION$5,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$78,254SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$78,254TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
EUROPEFINANCIAL SUPPORT FOR CHOIR TO PARTICIPATE IN THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS PROGRAM$6,000ELECTRONIC TRANSFER$7,960REGISTRATION EXPENSE SUPPORT FOR 40 ATTENDEESFMV
EUROPEFINANCIAL SUPPORT FOR CHOIR TO PARTICIPATE IN THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS PROGRAM$6,000ELECTRONIC TRANSFER$7,960REGISTRATION EXPENSE SUPPORT FOR 40 ATTENDEESFMV
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
PARTICIPATION SCHOLARSHIPNORTH AMERICA4$900CASH$796REGISTRATION EXPENSE SUPPORT- JUNIOR QUARTET PROGRAM IN NEW YORK, NYCOST
PARTICIPATION SCHOLARSHIPEAST ADIA AND THE PACIFIC4$1,730CASH$796REGISTRATION EXPENSE SUPPORT - VARSITY QUARTET PROGRAM IN CLEVELAND, OHCOST
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SOCIETY MAINTAINS RECORDS TO SUBSTANTIATE AMOUNTS; THE SOCIETY'S EXPENDITURES RELATE TO PAYMENTS FOR PROGRAM SERVICES, MEMBERSHIP SERVICES, TECHNOLOGY CONSULTING SERVICES, INSURANCE, BANK FEES AND EVENTS. IN ADDITION, THERE WERE PAYMENTS TO DISTRICTS AND REIMBURSEMENT CHECKS ISSUED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescCash GrantCashGrantAmt
NON-CASH SCHOLARSHIPS TO 2024 HARMONY UNIVERSITY (NEXT GENERATION BARBERSHOP, MUSIC EDUCATORS & VOLUNTEER LEADERSHIP)48$47,600FMV - TUITION RATES FOR PROGRAMHALF OR FULL SCHOLARSHIPS TO COVER ROOM, BOARD, AND TUITION
NEXT GENERATION BARBERSHOP JUNIOR CHORUS INVITATIONAL & JUNIOR QUARTET PROGRAM403$80,197FMV OF EVENT REGISTRATIONSSCHOLARSHIPS TO COVER REGISTRATION EXPENSES$26,650
NEXT GENERATION BARBERSHOP VARSITY QUARTET PROGRAM76$15,124BOOK VALUE - TRAVEL AND RELATED EXPENSES; FMV OF EVENT REGISTRATIONSSCHOLARSHIPS TO COVER TRAVEL & REGISTRATION EXPENSES$18,530

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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 NEXT GENERATION BARBERSHOP VARSITY QUARTET SCHOLARSHIPS, RECIPIENTS ARE ASKED TO COMMIT TO PARTICIPATING IN YOUTH OUTREACH AND EDUCATIONAL PROGRAMS IN THEIR RESPECTIVE COMMUNITIES. IN REGARDS TO THE NEXT GENERATION JUNIOR CHORUS INVITATIONAL ASSISTANCE, RECIPIENTS RECEIVE FREE REGISTRATION TO THE SOCIETY'S MIDWINTER CONVENTION AND SCHOOLS RECEIVE PROGRAM FINANCIAL SUPPORT FOR PARTICIPATION IN THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS FESTIVAL. NEXT GENERATION JUNIOR QUARTET PROGRAM PARTICIPANTS RECEIVE FREE REGISTRATION TO THE SOCIETY'S MIDWINTER CONVENTION AND FINANCIAL SUPPORT FOR PARTICIPATION IN THE JUNIOR QUARTET PROGRAM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ERIK P DOVE
CFO/COO$188,273$0$0$0$0$0$11,698$0$9,802$0$209,773$0$0$0
STEVE DENINO
INTERIM CEO / EXECUTIVE DIRECTOR$170,232$0$0$0$0$0$9,900$0$0$0$180,132$0$0$0
MARTIN MONSON NON-VOTING
FORMER CEO (END NOV 2023)$0$0$0$0$172,651$0$0$0$0$0$172,651$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationTHE FORMER CEO AND THE BOARD REACHED AN AGREEMENT ON THE SEPARATION WITH THE ORGANIZATION. CONTRACTUAL PAYMENTS UNDER THE CEO'S EMPLOYMENT AGREEMENT RESULTED IN SEVERANCE PAYMENTS ACCRUED BY THE ORGANIZATION IN 2023 WITH PAYMENTS MADE BY THE ORGANIZATION THROUGH NOVEMBER 2024. THERE ARE NO ACCRUED SEVERANCE PAYMENTS AS OF 12/31/2024.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION STATEMENTTHE BARBERSHOP HARMONY SOCIETY ("BHS OR THE "SOCIETY"), FOUNDED IN 1938 AS THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INCORPORATED (SPEBSQSA), UNITES PEOPLE THROUGH THE TRANSFORMATIVE POWER OF SINGING IN HARMONY. ROOTED IN THE CLOSE HARMONY TRADITIONS OF AFRICAN AMERICAN COMMUNITIES, BARBERSHOP IS A UNIQUELY AMERICAN ART FORM THAT FOSTERS CAMARADERIE, CREATIVITY, AND PERSONAL GROWTH. SINCE 1938, BHS HAS EMPOWERED SINGING COMMUNITIES TO FLOURISH THROUGH MUSICAL EXCELLENCE, EDUCATION, PRESERVATION, AND INTERGENERATIONAL CONNECTION. TODAY, MORE THAN 14,000 MEMBERS AND 1,600 SINGING ENSEMBLES ENRICH LIVES AND COMMUNITIES IN NORTH AMERICA. AS A FOUNDING MEMBER OF THE WORLD HARMONY COUNCIL, BHS ALSO PLAYS A PIVOTAL ROLE AMONG 14 GLOBAL ALLIANCE ORGANIZATIONS, TOGETHER REPRESENTING A WORLDWIDE BARBERSHOP COMMUNITY OF OVER 57,000 SINGERS. OUR VISION - EVERYONE IN HARMONY - IS GROUNDED IN THE BELIEF THAT EVERY VOICE MATTERS AND EVERYONE BELONGS. WHETHER IN A CHORUS, A QUARTET, OR A CASUAL COMMUNITY GATHERING, SINGING TOGETHER BUILDS MORE THAN MUSIC: IT CREATES FAMILY, DEEPENS FRIENDSHIPS, AND BRINGS JOY AT EVERY AGE AND STAGE OF LIFE. WE ENVISION A WORLD WHERE THE TRANSFORMATIVE POWER OF HARMONY SINGING IS UNIVERSALLY RECOGNIZED AND CELEBRATED.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:THE BHS ORCHESTRATES A SPECTRUM OF EVENT PROGRAMS, PROVIDING PLATFORMS FOR SINGING COMMUNITIES TO SHOWCASE THEIR TALENTS LOCALLY AND GLOBALLY. OUR FLAGSHIP EVENT, THE 2024 INTERNATIONAL CONVENTION IN CLEVELAND, WAS OUR LARGEST SINCE 2016, DRAWING OVER 5,500 ATTENDEES AND SHOWCASING INNOVATIONS LIKE THE DREAM CHORUS EXPERIENCE, COMEDY QUARTET FESTIVAL, AND EXPANDED YOUTH AND SENIORS PROGRAMMING. THESE NEW FORMATS CREATED STAGES FOR EVERY VOICE - FROM FIRST TIME PERFORMERS TO SEASONED CHAMPIONS - AND OPENED THE DOOR FOR AMATEURS AND EVEN NON SINGERS TO PARTICIPATE IN WAYS THEY NEVER IMAGINED, DISCOVERING THE JOY AND CONNECTION OF MAKING MUSIC TOGETHER. EACH BHS EVENT PROVIDES MORE THAN PERFORMANCE IT OFFERS A "MOUNTAINTOP" MOMENT OF CONNECTION, CELEBRATION, AND RENEWAL. THESE GATHERINGS FOSTER DEEP FRIENDSHIPS, ARTISTIC EXCELLENCE, AND A SHARED SENSE OF BELONGING. BEYOND CONVENTIONS, CONTESTS, AND FESTIVALS, THE SOCIETY FACILITATES NUMEROUS PUBLIC PERFORMANCES AND SHOWS, ENGAGING AUDIENCES BOTH IN PERSON AND ONLINE. OVER THE PAST FIVE YEARS, AN ESTIMATED 200,000 INDIVIDUALS HAVE ATTENDED IN PERSON BHS EVENTS, WITH AN ADDITIONAL 16 MILLION VIEWERS TUNING IN ANNUALLY TO ONLINE BARBERSHOP PERFORMANCES. THESE PROGRAMS AIM TO STRENGTHEN THE MUSICAL AND SOCIAL FABRIC OF COMMUNITIES BY INSPIRING LIFELONG PARTICIPATION IN SINGING, INCREASING AUDIENCE ENGAGEMENT WITH THE ARTS, AND ENCOURAGING INCLUSIVE SPACES WHERE EVERYONE FEELS EMPOWERED TO CONTRIBUTE AND BELONG.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:THE BHS UNDERTAKES ROBUST OUTREACH INITIATIVES TARGETING MUSIC EDUCATORS, YOUTH, AND DIVERSE SINGING COMMUNITIES. OUR OUTREACH WORK HELPS TRANSFORM CURIOSITY INTO PASSION, AND A HOBBY INTO A LIFELONG HOME FOR SINGERS. THESE INCLUSIVE, WELCOMING EXPERIENCES ENSURE BARBERSHOP HARMONY CONTINUES TO INSPIRE THE NEXT GENERATION. IN 2024, 700 YOUTH SINGERS PARTICIPATED IN NEXT GENERATION BARBERSHOP PROGRAMS. 15 HIGH SCHOOL CHORUSES AND 15 JUNIOR QUARTETS PERFORMED AT THE JUNIOR QUARTET AND CHORUS FESTIVALS HELD AT THE BHS MIDWINTER CONVENTION IN NEW YORK CITY. THESE SUMMIT EXPERIENCES GIVE YOUNG SINGERS THE CHANCE TO MEET AND SING ALONG WITH WORLD CLASS PERFORMERS AND INSTRUCTORS, WHILE THE INTERGENERATIONAL ATTENDANCE OF THE EVENT MODELS THE LIFELONG SATISFACTION AND ACHIEVEMENT POSSIBILITIES OF THE MUSIC AVOCATION. INDEED, POST EVENT SURVEYS SHOW THAT 73% OF STUDENT ATTENDEES EXPECT TO MAKE MUSIC A LIFELONG PURSUIT. WE ALSO HONORED WISCONSIN EDUCATOR PENNY YANKE AS OUR 2024 BHS/NATIONAL ASSOCIATION FOR MUSIC EDUCATION (NAFME) MUSIC EDUCATOR OF THE YEAR, UNDERSCORING OUR COMMITMENT TO CLASSROOM IMPACT. FURTHERMORE, OUR DISTRIBUTION OF SHEET MUSIC, EDUCATIONAL VIDEOS, AND LEARNING TRACKS TO MUSIC EDUCATORS HAS REACHED OVER 25,000 UNITS IN THE PAST FIVE YEARS. COLLABORATIONS WITH OTHER CHORAL ORGANIZATIONS AND OPERATIONAL SUPPORT SERVICES FOR LOCAL SINGING COMMUNITIES FURTHER AMPLIFY OUR OUTREACH IMPACT, FOSTERING A THRIVING ECOSYSTEM OF HARMONY ENTHUSIASTS. OUR OUTCOMES INCLUDE INCREASED ACCESS TO ARTS EDUCATION FOR YOUTH, STRENGTHENED SCHOOL CHORAL PROGRAMS, ENHANCED COMMUNITY RESILIENCE, AND EXPANDED PARTICIPATION IN CULTURAL LIFE ACROSS DIVERSE AND UNDERREPRESENTED COMMUNITIES.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:THE BHS CHAMPIONS THE ADVANCEMENT OF ARTISTIC AND LEADERSHIP SKILLS WITHIN SINGING COMMUNITIES, WHILE ALSO DIVERSIFYING REVENUE STREAMS TO ENSURE SUSTAINABILITY. HARMONY UNIVERSITY (HU) 2024, HOSTED IN PARTNERSHIP WITH THE UNIVERSITY OF DENVER, SERVED OVER 425 PARTICIPANTS (A 13% INCREASE FROM 2023). THROUGH SCHOLARSHIPS, FACULTY COACHING, AND IMMERSIVE COURSEWORK, HU EMPOWERS SINGERS, EDUCATORS, AND LEADERS FROM ALL WALKS OF LIFE AND AROUND THE GLOBE (AT LEAST 10 COUNTRIES REPRESENTED). STORIES LIKE HARMONY HANGOUT 2024 BARBERSHOP RADIO SHOW LAUNCHED BY ERIC RYAN CLARK ON WRFL HIGHLIGHT THE ONGOING EVOLUTION OF BARBERSHOP CULTURE AS A LIVING, CREATIVE, AND DEEPLY PERSONAL ART FORM. THESE PROGRAMS SUPPORT WHAT WE BELIEVE AT OUR CORE: THAT SINGING TOGETHER IS MORE THAN MUSIC, IT'S EXERCISE FOR THE SOUL. COMPLEMENTING HU ARE INITIATIVES SUCH AS THE LEADERSHIP SUMMIT, BIG LEAP SEMINARS, WHICH TRAIN VOLUNTEER LEADERS IN BEST PRACTICES FOR NON PROFIT ORGANIZATIONS, THE CONTEST & JUDGING PROGRAM, AND MUSIC EDUCATION AND CLINICIAN SERVICES. THE SOCIETY ALSO DISTRIBUTES MORE THAN 7,000 NEW ARRANGEMENTS ANNUALLY ACROSS TTBB, SSAA, AND SATB FORMATS, AND MAINTAINS THE WORLD'S LARGEST COLLECTION OF BARBERSHOP SHEET MUSIC AND RECORDINGS. OUR YOUTUBE CHANNEL ADDS HUNDREDS OF FRESH VIDEOS EACH YEAR, WIDELY SPREADING THE DYNAMIC STATE OF THE BARBERSHOP ART IN MORE THAN 10 MILLION ANNUAL VIEWS. WE SEE A DIRECT CORRELATION BETWEEN VIEWERS ENCOUNTERING BARBERSHOP FOR THE FIRST TIME VIA YOUTUBE TO TAKING A STEP TOWARD SINGING FOR THEMSELVES, A VITAL PART OF OUR MISSION TO FOSTER NEW SINGERS. WE AIM TO ACHIEVE SUSTAINED COMMUNITY IMPACT BY EQUIPPING VOLUNTEER AND MUSICAL LEADERS WITH TOOLS TO BUILD THRIVING LOCAL GROUPS, INCREASING ARTISTIC EXCELLENCE AND LEADERSHIP CAPACITY ACROSS THOUSANDS OF ENSEMBLES, AND INSPIRING INDIVIDUALS TO GROW BOTH MUSICALLY AND PERSONALLY THROUGH LIFELONG LEARNING.
FORM 990, PART VI, SECTION A, LINE 8BTHE 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 11BTHE 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 12CEACH 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 ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION 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, COMPENSATION AND BENEFITS 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 RECOMMENDED BY THE INDIVIDUAL'S SUPERVISOR AND DISCUSSED BY THE STAFF HR COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, ARE POSTED ON THE SOCIETY'S WEBSITE. FINANCIAL INFORMATION FOR THE LAST 3 YEARS AND THE SOCIETY'S FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND AVAILABLE AT THE SOCIETY'S HEADQUARTERS LOCATION.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF HFI BENEFICIAL INTEREST AGREEMENT 233,657.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTIONS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.