2014-05-13T13:19:18-05:00 2013-09-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2012-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6158235611 110 7TH AVENUE NORTH NO 200 NASHVILLE TN 37203 CLARKE CALDWELL 6158235611 2014-05-13 1 EDMOND DUNLAVY P00317384 6152427351 2014-05-08 2012 2015-11-30 17:44:51Z CLARKE CALDWELL 110 SEVENTH AVE NORTH SUITE 200 NASHVILLE TN 37203 3957213 0 X WWW.HARMONYFOUNDATION.ORG X 1959 WI 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. 8 8 8 10 0 0 2228412 2794722 1036 1402 31190 42036 27103 -32259 2287741 2805901 873160 787742 0 0 824618 820722 5603 15101 800281 448286 536442 2151667 2160007 136074 645894 3132288 3583623 1809792 1565428 1322496 2018195 CONNECT PEOPLE THROUGH CHARITABLE GIVING FOR THE PURPOSE OF ENRICHING LIVES THROUGH SINGING. 0 0 1051294 787742 1402 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. 1051294 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 7 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 TN PA KS IL NY WI CO OH CA X CAROLYN FAULKENBERRY 6158235611 110 7TH AVE NORTH AVE STE 200 NASHVILLE TN 37203 X BOB BRUTSMAN 2.00 X 0 0 0 FREDRICK P FARRELL 2.00 X 0 0 0 CHUCK HARNER 2.00 X 0 0 0 LYNN WEAVER 2.00 X 0 0 0 ROGER LEWIS END DATE 123112 2.00 X 0 0 0 MARTY MONSON 2.00 X 0 0 0 PETER FEENEY 4.00 X X 0 0 0 DONALD A LAURSEN 3.00 X X 0 0 0 MIKE DEPUTY 3.00 X X 0 0 0 SHARON MILLER 3.00 X X 0 0 0 CLARKE CALDWELL 40.00 X X 0 140591 43923 CAROLYN FAULKENBERRY 40.00 X 0 92531 33267 0 233122 77190 0 0 1 0 0 10000 2784722 2794722 ADMINISTRATIVE FEES 900099 1402 1402 1402 20446 20446 1133368 1111778 21590 21590 21590 7275 10000 39534 -32259 -32259 2805901 1402 0 9777 787742 787742 279440 67169 109342 102929 392228 92889 28763 270576 65103 16949 10755 37399 38249 6247 10686 21316 45702 10490 8099 27113 15500 1731 13769 15101 15101 14277 14277 22083 613 254 21216 55445 6663 39441 9341 42258 4206 24830 13222 122319 15145 15132 92042 110804 21357 3708 85739 10672 10672 19983 3397 16586 BAD DEBTS 77543 0 0 77543 STAFF DEVELOPMENT 18500 1991 13091 3418 CULTIVATION 18158 0 0 18158 PLANNED GIVING PREMIUM 5080 0 0 5080 3820 428 3304 88 2160007 1051294 308432 800281 37350 141400 941706 1118643 22855 20458 176600 127068 69515 49532 1594793 1772764 466069 480826 3132288 3583623 95690 62004 46000 15000 208491 29234 1459611 1459190 1809792 1565428 X -1004834 -403894 728860 721755 1598470 1700334 1322496 2018195 3132288 3583623 645894 49805 0 X X 0 1 X 1 0 X 1515199 850617 2368015 2230212 2794722 9758765 1515199 850617 2368015 2230212 2794722 9758765 544767 9213998 18388 7575 18382 20644 20446 85435 9844200 44612 0.93600 0.92820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 18981 1 1 1598470 45366 83986 23245 4243 1700334 1473832 33614 116327 22034 3269 1598470 1465378 24797 3104 16612 2835 1473832 1447971 12643 23814 16113 2937 1465378 1375277 40639 80301 46321 1925 1447971 0.00000 1.00000 0.00000 0 0 176600 127068 49532 49532 CASH SURRENDER VALUE OF LIFE INSURANCE 146830 ACCRUED INTEREST RECEIVABLE 1896 INTEREST IN CRUTS 332100 480826 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS 71936 ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY 304454 FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY 925536 LINE OF CREDIT 157264 1459190 X 2888163 49805 39534 89339 2798824 7077 7077 2805901 2192464 39534 39534 2152930 7077 7077 2160007 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. X X X X X X 1 GIFT PLANNING DEVELOPMENT 100 CHESTNUT PLACE NEW HARTFORD NY 13413 PLANNED GIVING COUNSEL 0 0 15101 0 15101 TN IL PA NY KS CO OH CA MO PRESIDENT'S COUNCIL RECEPTION 6025 6025 25009 YOUTH CHORUS FEST SPONSOR DINNER 10000 10000 14525 16025 10000 6025 39534 39534 -33509 1 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 28 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 1 0 CLARKE CALDWELL 0 127799 0 12792 0 0 0 29944 0 13979 0 184514 0 0 PART I, LINE 7 COMPENSATION WAS ACCRUED BY THE ORGANIZATION FOR CLARKE CALDWELL. THIS COMPENSATION WAS CONTINGENT UPON MEETING VARIOUS PERFORMANCE RELATED GOALS SET BY THE ORGANIZATION. DONALD LAURSEN TO PROVIDE CASH FLOW FOR OPERATIONS X 20000 5000 0 1 1 ROGER LEWIS TO PROVIDE CASH FLOW FOR OPERATIONS X 10000 10000 0 1 1 HANNAH LEVINS TO PROVIDE CASH FLOW FOR OPERATIONS X 20000 0 0 1 1 15000 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 X 8 40225 FMV 0 0 0 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. SOC FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTET 110 7TH AVENUE NORTH NASHVILLE TN 372033704 390926339 PRESERVATION OF THE OLD AMERICAN ART FORM OF BARBER SHOP QUARTET SINGING WI 501(C)(3) 509(A)(1) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY B 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