HARMONY FOUNDATION INTERNATIONAL IN C: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARMONY FOUNDATION INTERNATIONAL IN C (EIN 39-6073041)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-05-13
- IRS object ID
- 201441339349303624
- Schema version
- 2012v2.1
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T13:19:18-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620713250 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396073041 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARMONY FOUNDATION INTERNATIONAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARM | NameControl |
| Phone | 6158235611 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVENUE NORTH NO 200 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLARKE CALDWELL | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6158235611 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDMOND DUNLAVY | Name |
| PTIN | P00317384 | PTIN |
| Phone | 6152427351 | Phone |
| Date Prepared | 2014-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CLARKE CALDWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SEVENTH AVE NORTH SUITE 200 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3957213 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HARMONYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE ALL ASPECTS OF FOUR-PART VOCAL HARMONY KNOWN AS BARBERSHOP HARMONY, ESTABLISH MUSICAL SCHOLARSHIPS FOR NEEDY OR TALENTED STUDENTS, AND TO CONNECT PEOPLE THROUGH CHARITABLE GIVING FOR THE PURPOSE OF ENRICHING LIVES THROUGH SINGING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2228412 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2794722 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1036 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1402 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 31190 | InvestmentIncomePriorYear |
| Investment Income Current Year | 42036 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 27103 | OtherRevenuePriorYear |
| Other Revenue Current Year | -32259 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2287741 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2805901 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 873160 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 787742 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 824618 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 820722 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 5603 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 15101 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 800281 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 448286 | OtherExpensePriorYear |
| Other Expenses Current Year | 536442 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2151667 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2160007 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 136074 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 645894 | RevenuesLessExpensesCY |
| Total Assets BOY | 3132288 | TotalAssetsBOY |
| Total Assets EOY | 3583623 | TotalAssetsEOY |
| Total Liabilities BOY | 1809792 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1565428 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1322496 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2018195 | NetAssetsOrFundBalancesEOY |
| Mission Description | CONNECT PEOPLE THROUGH CHARITABLE GIVING FOR THE PURPOSE OF ENRICHING LIVES THROUGH SINGING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1051294 | Expense |
| Grants | 787742 | Grants |
| Revenue | 1402 | Revenue |
| Description | PROVIDE GRANTS AND OVERSIGHT TO BARBERSHOP HARMONY SOCIETY - PROVIDES ECONOMIC SUPPORT TO THE SOCIETY AND ITS CHAPTERS AND DISTRICTS CONSISTING OF GRANTS MADE AND THEIR RELATED OVERSIGHT EXPENSES. | Description |
| Total Program Service Expense | 1051294 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN FAULKENBERRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6158235611 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVE NORTH AVE STE 200 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BOB BRUTSMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| FREDRICK P FARRELL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHUCK HARNER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LYNN WEAVER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROGER LEWIS END DATE 123112 | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARTY MONSON | ||||||
| EXEC DIR - BHS (NON-VOTING EX-OFFICIO MEMBER) | 2.00 | X | 0 | 0 | 0 | |
| PETER FEENEY | ||||||
| CHAIRMAN OF THE BOARD | 4.00 | X | 0 | 0 | 0 | X |
| DONALD A LAURSEN | ||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X |
| MIKE DEPUTY | ||||||
| VICE CHAIRMAN | 3.00 | X | 0 | 0 | 0 | X |
| SHARON MILLER | ||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X |
| CLARKE CALDWELL | ||||||
| PRESIDENT/CEO (NON-VOTING EX-OFFICIO MEMBER) | 40.00 | X | 0 | 140591 | 43923 | X |
| CAROLYN FAULKENBERRY | ||||||
| CFO | 40.00 | 0 | 92531 | 33267 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 233122 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 77190 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 10000 | FundraisingEvents |
| All Other Contributions | 2784722 | AllOtherContributions |
| Total Contributions | 2794722 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1402 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1402 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1402 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20446 | TotalRevenueColumn |
| Exclusion | $20,446 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1133368 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1111778 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21590 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21590 | TotalRevenueColumn |
| Exclusion | $21,590 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7275 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 39534 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -32259 | TotalRevenueColumn |
| Exclusion | -$32,259 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2805901 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1402 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,777 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787742 | Total |
| Program Services | 787742 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279440 | Total |
| Program Services | 67169 | ProgramServices |
| Management And General | 109342 | ManagementAndGeneral |
| Fundraising | 102929 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392228 | Total |
| Program Services | 92889 | ProgramServices |
| Management And General | 28763 | ManagementAndGeneral |
| Fundraising | 270576 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65103 | Total |
| Program Services | 16949 | ProgramServices |
| Management And General | 10755 | ManagementAndGeneral |
| Fundraising | 37399 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38249 | Total |
| Program Services | 6247 | ProgramServices |
| Management And General | 10686 | ManagementAndGeneral |
| Fundraising | 21316 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45702 | Total |
| Program Services | 10490 | ProgramServices |
| Management And General | 8099 | ManagementAndGeneral |
| Fundraising | 27113 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15500 | Total |
| Program Services | 1731 | ProgramServices |
| Management And General | 13769 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15101 | Total |
| Fundraising | 15101 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14277 | Total |
| Program Services | 14277 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22083 | Total |
| Program Services | 613 | ProgramServices |
| Management And General | 254 | ManagementAndGeneral |
| Fundraising | 21216 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55445 | Total |
| Program Services | 6663 | ProgramServices |
| Management And General | 39441 | ManagementAndGeneral |
| Fundraising | 9341 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42258 | Total |
| Program Services | 4206 | ProgramServices |
| Management And General | 24830 | ManagementAndGeneral |
| Fundraising | 13222 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122319 | Total |
| Program Services | 15145 | ProgramServices |
| Management And General | 15132 | ManagementAndGeneral |
| Fundraising | 92042 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110804 | Total |
| Program Services | 21357 | ProgramServices |
| Management And General | 3708 | ManagementAndGeneral |
| Fundraising | 85739 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10672 | Total |
| Management And General | 10672 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19983 | Total |
| Program Services | 3397 | ProgramServices |
| Management And General | 16586 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBTS | 77543 | 0 | 0 | 77543 |
| STAFF DEVELOPMENT | 18500 | 1991 | 13091 | 3418 |
| CULTIVATION | 18158 | 0 | 0 | 18158 |
| PLANNED GIVING PREMIUM | 5080 | 0 | 0 | 5080 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3820 | Total |
| Program Services | 428 | ProgramServices |
| Management And General | 3304 | ManagementAndGeneral |
| Fundraising | 88 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2160007 | Total |
| Program Services | 1051294 | ProgramServices |
| Management And General | 308432 | ManagementAndGeneral |
| Fundraising | 800281 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37350 | BOY |
| EOY | 141400 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941706 | BOY |
| EOY | 1118643 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22855 | BOY |
| EOY | 20458 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 176600 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 127068 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69515 | BOY |
| EOY | 49532 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1594793 | BOY |
| EOY | 1772764 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466069 | BOY |
| EOY | 480826 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3132288 | BOY |
| EOY | 3583623 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95690 | BOY |
| EOY | 62004 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46000 | BOY |
| EOY | 15000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208491 | BOY |
| EOY | 29234 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1459611 | BOY |
| EOY | 1459190 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1809792 | BOY |
| EOY | 1565428 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1004834 | BOY |
| EOY | -403894 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 728860 | BOY |
| EOY | 721755 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1598470 | BOY |
| EOY | 1700334 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1322496 | BOY |
| EOY | 2018195 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3132288 | BOY |
| EOY | 3583623 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 645894 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 49805 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1515199 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 850617 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2368015 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2230212 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2794722 | CurrentTaxYear |
| Total | 9758765 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1515199 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 850617 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2368015 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2230212 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2794722 | CurrentTaxYear |
| Total | 9758765 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 544767 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9213998 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18388 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18382 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20644 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20446 | CurrentTaxYear |
| Total | 85435 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9844200 | TotalSupport |
| Gross Receipts From Admissions Etc | 44612 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93600 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92820 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Aggregate DAF Value | 18981 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1598470 | BeginningOfYearBalance |
| Contributions | 45366 | Contributions |
| Investment Earnings Or Losses | 83986 | InvestmentEarningsOrLosses |
| Other Expenditures | 23245 | OtherExpenditures |
| Administrative Expenses | 4243 | AdministrativeExpenses |
| End Of Year Balance | 1700334 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1473832 | BeginningOfYearBalance |
| Contributions | 33614 | Contributions |
| Investment Earnings Or Losses | 116327 | InvestmentEarningsOrLosses |
| Other Expenditures | 22034 | OtherExpenditures |
| Administrative Expenses | 3269 | AdministrativeExpenses |
| End Of Year Balance | 1598470 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1465378 | BeginningOfYearBalance |
| Contributions | 24797 | Contributions |
| Investment Earnings Or Losses | 3104 | InvestmentEarningsOrLosses |
| Other Expenditures | 16612 | OtherExpenditures |
| Administrative Expenses | 2835 | AdministrativeExpenses |
| End Of Year Balance | 1473832 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1447971 | BeginningOfYearBalance |
| Contributions | 12643 | Contributions |
| Investment Earnings Or Losses | 23814 | InvestmentEarningsOrLosses |
| Other Expenditures | 16113 | OtherExpenditures |
| Administrative Expenses | 2937 | AdministrativeExpenses |
| End Of Year Balance | 1465378 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1375277 | BeginningOfYearBalance |
| Contributions | 40639 | Contributions |
| Investment Earnings Or Losses | 80301 | InvestmentEarningsOrLosses |
| Other Expenditures | 46321 | OtherExpenditures |
| Administrative Expenses | 1925 | AdministrativeExpenses |
| End Of Year Balance | 1447971 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 176600 | OtherCostOrOtherBasis |
| Depreciation | 127068 | Depreciation |
| Book Value | 49532 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49532 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | 146830 |
| ACCRUED INTEREST RECEIVABLE | 1896 |
| INTEREST IN CRUTS | 332100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 480826 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS | $71,936 |
| ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY | $304,454 |
| FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY | $925,536 |
| LINE OF CREDIT | $157,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1459190 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2888163 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 49805 | NetUnrealizedGainsInvestments |
| Other Revenues | 39534 | OtherRevenues |
| Revenue Not Rptd F990 | 89339 | RevenueNotRptdF990 |
| Revenue Subtotal | 2798824 | RevenueSubtotal |
| Investment Expenses Not Included | 7077 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7077 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2805901 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2192464 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 39534 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 39534 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2152930 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 7077 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 7077 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2160007 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS 39,534. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS 39,534. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIFT PLANNING DEVELOPMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT PLACE | AddressLine1 |
| City | NEW HARTFORD | City |
| State | NY | State |
| ZIP Code | 13413 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNED GIVING COUNSEL | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 15101 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 15101 | TotalRetainedByContractors |
| Licensed States | TN | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | MO | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENT'S COUNCIL RECEPTION | NameOfEvent1 |
| Gross Receipts Event1 | 6025 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 6025 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 25009 | FoodAndBeverageEvent1 |
| Name Of Event2 | YOUTH CHORUS FEST SPONSOR DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 10000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 10000 | CharitableContributionsEvent2 |
| Food And Beverage Event2 | 14525 | FoodAndBeverageEvent2 |
| Gross Receipts Total | 16025 | GrossReceiptsTotal |
| Charitable Contributions Total | 10000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 6025 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 39534 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 39534 | DirectExpenseSummaryEvents |
| Net Income Summary | -33509 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BARBERSHOP HARMONY SOCIETY | |||||||
| 110 SEVENTH AVE NORTH | NASHVILLE | TN | 37203 | 390926339 | 501(C)(3) | 263829 | SCHOLARSHIPS, MUSIC FOR SCHOOLS, COLLEGE QUARTET COMPETITION, AND CAMPS & WORKSHOPS |
| DISTRICT-DIXIE | |||||||
| 561207179 | 501(C)(3) | 8710 | CAMPS & WORKSHOPS | ||||
| DISTRICT-MID-ATLANTIC | |||||||
| 226079249 | 501(C)(3) | 15684 | CAMPS & WORKSHOPS | ||||
| DISTRICT-SUNSHINE | |||||||
| 596194988 | 501(C)(3) | 21081 | CAMPS & WORKSHOPS | ||||
| CHAPTER-SANTA FE | |||||||
| 850322199 | 501(C)(3) | 10249 | CAMPS & WORKSHOPS | ||||
| CHAPTER-BUCKEYE-COLUMBUS | |||||||
| 316051156 | 501(C)(3) | 11740 | CAMPS & WORKSHOPS | ||||
| CHAPTER-GRAND RAPIDS | |||||||
| 386111619 | 501(C)(3) | 10676 | CAMPS & WORKSHOPS | ||||
| CHAPTER-JOPLIN | |||||||
| 431090715 | 501(C)(3) | 5129 | CAMPS & WORKSHOPS | ||||
| ASSOCIATION OF INTERNATIONAL CHAMPIONS (AIC) | |||||||
| 391673284 | 501(C)(3) | 5659 | CAMPS & WORKSHOPS | ||||
| CHAPTER-NASHVILLE | |||||||
| 626063251 | 501(C)(3) | 5732 | CAMPS & WORKSHOPS | ||||
| DISTRICT-CARDINAL | |||||||
| 237045943 | 501(C)(3) | 6373 | CAMPS & WORKSHOPS | ||||
| DISTRICT-JOHNNY APPLESEED | |||||||
| 237114002 | 501(C)(3) | 6863 | CAMPS & WORKSHOPS | ||||
| DISTRICT-SENECA LAND | |||||||
| 166036099 | 501(C)(3) | 11365 | CAMPS & WORKSHOPS | ||||
| TACOMA CHAPTER | |||||||
| 916055802 | 501(C)(3) | 7950 | CAMPS & WORKSHOPS | ||||
| CHAPTER-ALEXANDRIA | |||||||
| 546047426 | 501(C)(3) | 7487 | CAMPS & WORKSHOPS | ||||
| GRAND RAPIDS WOMEN'S CHORUS | |||||||
| 383348645 | 501(C)(3) | 25000 | CAMPS & WORKSHOPS | ||||
| NO BORDERS MUSIC CONSORT INC | |||||||
| 454055856 | 501(C)(3) | 5750 | CAMPS & WORKSHOPS | ||||
| DISTRICT-ROCKY MOUNTAIN | |||||||
| 742073627 | 501(C)(3) | 6356 | CAMPS & WORKSHOPS | ||||
| HARMONY INC | |||||||
| 056017767 | 501(C)(3) | 5000 | CAMPS & WORKSHOPS | ||||
| DISTRICT-NORTHEASTERN | |||||||
| 046139578 | 501(C)(3) | 7905 | CAMPS & WORKSHOPS | ||||
| DISTRICT-FAR WESTERN | |||||||
| 956085839 | 501(C)(3) | 9767 | CAMPS & WORKSHOPS | ||||
| CHAPTER-STCHARLES | |||||||
| 237004257 | 501(C)(3) | 5061 | CAMPS & WORKSHOPS | ||||
| CHAPTER-BOZEMAN | |||||||
| 237442891 | 501(C)(3) | 5607 | CAMPS & WORKSHOPS | ||||
| CHAPTER-WESTERN HILLS | |||||||
| 316050236 | 501(C)(3) | 9072 | CAMPS & WORKSHOPS | ||||
| CHAPTER-HILLTOP | |||||||
| 411560696 | 501(C)(3) | 5368 | CAMPS & WORKSHOPS | ||||
| DISTRICT-PIONEER | |||||||
| 237041018 | 501(C)(3) | 5869 | CAMPS & WORKSHOPS | ||||
| CHAPTER-DENVER-MILE HIGH | |||||||
| 846044526 | 501(C)(3) | 7650 | CAMPS & WORKSHOPS | ||||
| CHAPTER-DENVER-MOUNTAINAIRES | |||||||
| 510178488 | 501(C)(3) | 5037 | CAMPS & WORKSHOPS | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 28 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT RECIPIENTS (BARBERSHOP HARMONY SOCIETY) SUBMIT A USE OF FUNDS REPORT DETAILING THE PROGRAM RESULTS INCLUDING THE NUMBER OF CONSTITUENTS SERVED, DIRECT AND INDIRECT COST, STRENGTH AND WEAKNESS ANALYSIS FOR EACH PROGRAM FUNDED. FOUNDATION STAFF ALSO ATTENDS RANDOM CAMPS AND WORKSHOPS OF VARIOUS DISTRICTS AND CHAPTERS, THE YOUTH CHORUS FESTIVAL, COLLEGIATE QUARTET CONTEST, AND SEVERAL OTHER PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CLARKE CALDWELL | NamePerson |
| Title | PRESIDENT/CEO (NON-VOTING EX-OFFICIO | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 127799 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 12792 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 29944 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 13979 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 184514 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | COMPENSATION WAS ACCRUED BY THE ORGANIZATION FOR CLARKE CALDWELL. THIS COMPENSATION WAS CONTINGENT UPON MEETING VARIOUS PERFORMANCE RELATED GOALS SET BY THE ORGANIZATION. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| DONALD LAURSEN | ||||||
| TO PROVIDE CASH FLOW FOR OPERATIONS | X | $20,000 | 5000 | 0 | 1 | 1 |
| ROGER LEWIS | ||||||
| TO PROVIDE CASH FLOW FOR OPERATIONS | X | $10,000 | 10000 | 0 | 1 | 1 |
| HANNAH LEVINS | ||||||
| TO PROVIDE CASH FLOW FOR OPERATIONS | X | $20,000 | 0 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 15000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOHN MILLER | |||
| FAMILY MEMBER OF SHARON MILLER, CURRENT TRUSTEE/SECRETARY | 259742 | THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY, WHERE JOHN MILLER SERVED ON THE BOARD. | 0 |
| JOHN MILLER | |||
| FAMILY MEMBER OF SHARON MILLER, CURRENT TRUSTEE/SECRETARY | 794513 | THE FOUNDATION REIMBURSED BARBERSHOP HARMONY SOCIETY FOR SALARIES AND FRINGE BENEFITS, WHERE JOHN MILLER SERVED ON THE BOARD | 0 |
| JOHN MILLER | |||
| FAMILY MEMBER OF SHARON MILLER, CURRENT TRUSTEE/SECRETARY | 143470 | THE FOUNDATION PROVIDED GRANTS TO VARIOUS LOCAL DISTRICTS & CHAPTERS OF BARBERSHOP HARMONY SOCIETY, WHERE JOHN MILLER SERVED ON THE BOARD | 0 |
| JOHN MILLER | |||
| FAMILY MEMBER OF SHARON MILLER, CURRENT TRUSTEE/SECRETARY | 0 | THE FOUNDATION SHARED A BUILDING WITH BARBERSHOP HARMONY SOCIET, WHERE JOHN MILLER SERVED ON THE BOARD | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40225 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | THE BARBERSHOP HARMONY SOCIETY APPROVES AND ELECTS 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 TRUSTESS 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 VII: | SHARON MILLER, A BOARD MEMBER, HAS A FAMILY RELATIONSHIP WITH A BOARD MEMBER OF THE BARBERSHOP HARMONY SOCIETY. |
| 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOC FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTET | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVENUE NORTH | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 372033704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390926339 | EIN |
| Primary Activities | PRESERVATION OF THE OLD AMERICAN ART FORM OF BARBER SHOP QUARTET SINGING | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(1) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY | ||
| B | 259742 | BOOK AMOUNT |
| THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY | ||
| N | 0 | |
| THE FOUNDATION REIMBURSES THE SOCIETY FOR SALARIES AND FRINGE BENEFITS | ||
| P | 794513 | BOOK AMOUNT |
| THE FOUNDATION PROVIDED GRANTS TO VARIOUS LOCAL DISTRICTS & CHAPTERS | ||
| B | 143470 | BOOK AMOUNT |
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