SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP QUARTET: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP QUARTET (EIN 39-0926339)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201303189349305770
- 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 F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T15:26:21-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390926339 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR THE PRESERVATION & ENCOURAGE | BusinessNameLine1 |
| Business Name Line2 | OF BARBER SHOP QUARTET SINGING IN AMERIC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 6158233993 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVENUE NORTH | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HEATHER VERBLE | Name |
| Title | CFO | Title |
| Phone | 8008767464 | Phone |
| Date Signed | 2013-11-14 | 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 | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBERSHOP HARMONY SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARTIN MONSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVENUE NORTH | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5197350 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BARBERSHOP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1938 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO PERPETUATE AND CELEBRATE HARMONY IN THE BARBERSHOP STYLE WHILE PROMOTING FELLOWSHIP AMONG MEN OF GOOD WILL AND MUSIC IN THE LIVES OF PEOPLE EVERYWHERE. SINCE 1938, THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INC. (SPEBSQSA, INC.) DBA THE BARBERSHOP HARMONY SOCIETY HAS BEEN SPREADING THE CHORDS AND CULTURE OF FOUR-PART HARMONY TO PEOPLE EVERYWHERE. TODAY, ABOUT 24,000 MEMBERS SUPPORT THE MISSION TO PRESERVE A UNIQUELY AMERICAN MUSICAL FORM, SPREAD SINGING IN SCHOOLS, SUPPORT SINGERS YOUNG AND OLD, COMPETE, IMPROVE THEIR CRAFT AND SUPPORT A CULTURE THAT FOSTERS ENCOURAGEMENT, SERVICE AND FRATERNITY. 800 SOCIETY CHAPTERS PROVIDE SINGING, SERVICE AND COMMUNITY INVOLVEMENT THROUGHOUT NORTH AMERICA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 30180 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -39408 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 324329 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 383895 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3955792 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3691201 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14005 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37132 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 326273 | OtherRevenuePriorYear |
| Other Revenue Current Year | 226048 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4620399 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4338276 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 49725 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 56350 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1802646 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1564426 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2850204 | OtherExpensePriorYear |
| Other Expenses Current Year | 2399631 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4702575 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4020407 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -82176 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 317869 | RevenuesLessExpensesCY |
| Total Assets BOY | 7617117 | TotalAssetsBOY |
| Total Assets EOY | 7696436 | TotalAssetsEOY |
| Total Liabilities BOY | 3490740 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3243790 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4126377 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4452646 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PERPETUATE AND CELEBRATE HARMONY IN THE BARBERSHOP STYLE WHILE PROMOTING FELLOWSHIP AMONG MEN OF GOOD WILL AND MUSIC IN THE LIVES OF PEOPLE EVERYWHERE. SINCE 1938, THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INC. (SPEBSQSA, INC.) DBA THE BARBERSHOP HARMONY SOCIETY HAS BEEN SPREADING THE CHORDS AND CULTURE OF FOUR-PART HARMONY TO PEOPLE EVERYWHERE. TODAY, ABOUT 24,000 MEMBERS SUPPORT THE MISSION TO PRESERVE A UNIQUELY AMERICAN MUSICAL FORM, SPREAD SINGING IN SCHOOLS, SUPPORT SINGERS YOUNG AND OLD, COMPETE, IMPROVE THEIR CRAFT AND SUPPORT A CULTURE THAT FOSTERS ENCOURAGEMENT, SERVICE AND FRATERNITY. 800 SOCIETY CHAPTERS PROVIDE SINGING, SERVICE AND COMMUNITY INVOLVEMENT THROUGHOUT NORTH AMERICA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 963382 | Expense |
| Revenue | 1159326 | Revenue |
| Description | CONVENTIONS- THE SOCIETY PRODUCES DOZENS OF BARBERSHOP CONTESTS AROUND NORTH AMERICA EVERY YEAR, WHERE 17 DISTRICTS AND 800 CHAPTERS SEND HUNDREDS OF CHORUSES AND THOUSANDS OF QUARTETS TO COMPETE AGAINST EACH OTHER, CULMINATING IN AN ANNUAL INTERNATIONAL CONVENTION WITH AN AVERAGE ATTENDANCE OF 6,000 SINGERS AND FANS. MANY OTHER SHOWS AND EVENTS AND LARGE VARIETY OF BOARD AND COMMITTEE MEETINGS ALSO TAKE PLACE AT THESE CONVENTIONS. ALL CONTESTS ARE ADJUDICATED BY CERTIFIED MEMBERS IN AN EXTENSIVE CONTEST AND JUDGING PROGRAM, WHO DONATE THEIR TIME AND EFFORT TO EVALUATE AND COACH EACH GROUP. EVERY THREE YEARS THE JUDGES GO THROUGH AN UPDATED TRAINING PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1794375 | Expense |
| Grants | 56350 | Grants |
| Revenue | 2493563 | Revenue |
| Description | EDUCATIONAL PROGRAMS- FULL-TIME PROFESSIONAL MUSIC EDUCATORS WORK FOR THE SOCIETY, WHERE THEY AND HUNDREDS OF HIGH-LEVEL VOLUNTEERS CONDUCT INTERNATIONAL AND REGIONAL EDUCATIONAL SCHOOLS. THE LARGEST, HARMONY UNIVERSITY, FEATURES DOZENS OF TEACHERS AND HUNDREDS OF CLASSES OVER THE COURSE OF A WEEK, WITH MOST OF THE EXPERT INSTRUCTION BY SKILLED VOLUNTEERS. DOZENS OF REGIONAL CLASSES, TAUGHT BY A MIX OF VOLUNTEER AND PROFESSIONAL SOCIETY STAFF, ALSO TAKE PLACE ANNUALLY. STUDENTS LEARN SINGING, COMPOSITION, ARRANGING, SHOW PRODUCTION, DIRECTORS SHARPEN THEIR DIRECTING SKILLS, AND JUDGES USE THE WEEKEND TO LEARN AND CERTIFY FOR COMPETITIONS.THE SOCIETY ALSO SUPPORTS MANY INITIATIVES FOR ENCOURAGING SINGING IN PUBLIC SCHOOLS THROUGHOUT THE U.S. AND CANADA. THE SOCIETY, OFTEN WITH ASSISTANCE FROM HARMONY FOUNDATION INTERNATIONAL, PROVIDES FREE SHEET MUSIC TO MANY SCHOOLS (BOTH BARBERSHOP AND NON-BARBERSHOP ARRANGEMENTS), PROVIDES CLINICIANS FOR YOUTH BARBERSHOP CAMPS AND FESTIVALS, AND PROVIDES EXPERT ASSISTANCE TO MUSIC EDUCATORS AND INDEPENDENT YOUTH GROUPS THAT WANT TO START BARBERSHOP CHORUSES AND QUARTETS.ANNUALLY THE SOCIETY, IN CONJUNCTION WITH THE 17 DISTRICTS, HOLDS WEEKEND EDUCATIONAL SCHOOLS FOR NEWLY-ELECTED CHAPTER OFFICERS TO BECOME PROFICIENT IN THEIR OFFICE (PRESIDENTS, SECRETARIES, TREASURERS, MEMBERSHIP AND MUSIC).AN ANNUAL DISTRICT LEADERSHIP FORUM IS ALSO HELD TO TRAIN THE OFFICERS OF THE 17 DISTRICTS. IN TOTAL, THESE SCHOOLS, CAMPS, WORKSHOPS, AND SEMINARS REACH WELL OVER 10,000 PEOPLE ANNUALLY. INSTRUCTION AND ASSISTANCE IS ALSO PROVIDED TO INDIVIDUALS, QUARTETS, AND CHORUSES TO HELP THEM LEGALLY OBTAIN MUSICAL ARRANGEMENTS FOR PERFORMING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 422648 | Expense |
| Revenue | 196264 | Revenue |
| Description | PUBLICATIONS- THE SOCIETY PRODUCES THE HARMONIZER MAGAZINE, A COLORFUL BI-MONTHLY PUBLICATION WITH STORIES ABOUT WAYS TO ENHANCE A MEMBER'S BARBERSHOP EXPERIENCE. SOCIETY HEADQUARTERS ALSO DEVELOPS AND MAINTAINS SEVERAL ONLINE OR EMAIL INFORMATION OUTLETS, INCLUDING WEBSITES WWW.BARBERSHOP.ORG AND WWW.BARBERSHOPHQ.COM, AND E-NEWSLETTERS LIVEWIRE, ON THE QT, AND DIRECTLY INVOLVED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3180405 | 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 | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 0 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 45 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | 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 | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER VERBLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6158233993 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 7TH AVE NORTH | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 372033704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ALAN LAMSON | ||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| SHANNON ELSWICK | ||||||
| EXECUTIVE VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| DWAYNE COOPER | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| BILL BIFFLE | ||||||
| IMMEDIATE PAST PRESIDENT/B | 5.00 | X | 0 | 0 | 0 | |
| RICK ASHBY | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| JOSEPH CERUTTI | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| DON FUSON | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| JOHN MILLER | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| GARY PLAAG | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| JIM SAMS | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| CLARKE CALDWELL | ||||||
| BOARD MEMBER (NON-VOTING) | 5.00 | X | 0 | 140592 | 39524 | |
| LARRY DETERS | ||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | X | 28790 | 0 | 2003 | |
| MARTIN MONSON | ||||||
| CEO/EXECUTIVE DIRECTOR/SECRETARY | 40.00 | X | 72978 | 0 | 11678 | |
| RICHARD SPENCER | ||||||
| COO/DIRECTOR OF OPERATIONS | 40.00 | X | 107274 | 0 | 35381 | |
| HEATHER VERBLE | ||||||
| CFO/DIRECTOR OF FINANCE | 40.00 | X | 91822 | 0 | 14584 | |
| PAUL WIETLISBACH | ||||||
| DIRECTOR OF EDUCATION | 40.00 | X | 57026 | 0 | 8343 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 357890 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 140592 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 111513 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 383895 | RelatedOrganizations |
| Total Contributions | 383895 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 2167196 | 2167196 | |
| CONVENTIONS | 711130 | 1159326 | 1159326 | |
| MUSICAL EXPERIENCE | 711130 | 334499 | 334499 | |
| MAGAZINE PUBLISHING | 541800 | 30180 | 30180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3691201 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30303 | TotalRevenueColumn |
| Exclusion | $30,303 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6979 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 150 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6829 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6829 | TotalRevenueColumn |
| Exclusion | $6,829 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 796005 | GrossSalesOfInventory |
| Cost Of Goods Sold | 858924 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -62919 | TotalRevenueColumn |
| Related Or Exempt Function Income | -62919 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| CHAPTER REIMBURSEMENTS | 900099 | 201065 | 201065 | |
| OTHER | 900099 | 49986 | 49986 | |
| ROYALTIES | 711130 | 37916 | $37,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 288967 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4338276 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3849153 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30180 | UnrelatedBusinessRevenue |
| Exclusion | $75,048 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56350 | Total |
| Program Services | 56350 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429879 | Total |
| Program Services | 305815 | ProgramServices |
| Management And General | 124064 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832651 | Total |
| Program Services | 628956 | ProgramServices |
| Management And General | 203695 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84577 | Total |
| Program Services | 67147 | ProgramServices |
| Management And General | 17430 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88933 | Total |
| Program Services | 48385 | ProgramServices |
| Management And General | 40548 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128386 | Total |
| Program Services | 98491 | ProgramServices |
| Management And General | 29895 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1750 | Total |
| Management And General | 1750 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46977 | Total |
| Management And General | 46977 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23663 | Total |
| Program Services | 23663 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351358 | Total |
| Program Services | 330947 | ProgramServices |
| Management And General | 20411 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262851 | Total |
| Program Services | 235328 | ProgramServices |
| Management And General | 27523 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707225 | Total |
| Program Services | 639931 | ProgramServices |
| Management And General | 67294 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52361 | Total |
| Management And General | 52361 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182067 | Total |
| Program Services | 134293 | ProgramServices |
| Management And General | 47774 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17286 | Total |
| Program Services | 12750 | ProgramServices |
| Management And General | 4536 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MUSIC EDUCATION & COMPE | 174960 | 174960 | 0 | 0 |
| EQUIPMENT RENTAL & MAIN | 169390 | 148747 | 20643 | 0 |
| TRAINING & LEADERSHIP | 127578 | 120076 | 7502 | 0 |
| MISCELLANEOUS | 106948 | 15253 | 91695 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175217 | Total |
| Program Services | 139313 | ProgramServices |
| Management And General | 35904 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4020407 | Total |
| Program Services | 3180405 | ProgramServices |
| Management And General | 840002 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 758521 | BOY |
| EOY | 1026730 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247280 | BOY |
| EOY | 126263 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393183 | BOY |
| EOY | 383555 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113175 | BOY |
| EOY | 85110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7544305 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3092093 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4637969 | BOY |
| EOY | 4452212 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350582 | BOY |
| EOY | 384475 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1116407 | BOY |
| EOY | 1238091 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7617117 | BOY |
| EOY | 7696436 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566718 | BOY |
| EOY | 412339 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1100145 | BOY |
| EOY | 988266 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1823877 | BOY |
| EOY | 1843185 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3490740 | BOY |
| EOY | 3243790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4126377 | BOY |
| EOY | 4452646 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4126377 | BOY |
| EOY | 4452646 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7617117 | BOY |
| EOY | 7696436 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 317869 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 8400 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2668562 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2447549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2600217 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2507036 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2553222 | CurrentTaxYear |
| Total | 12776586 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3141603 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2758725 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2784650 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2653273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2289830 | CurrentTaxYear |
| Total | 13628081 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5810165 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5206274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5384867 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5160309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4843052 | CurrentTaxYear |
| Total | 26404667 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 26404667 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 275502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130173 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108278 | CurrentTaxYear |
| Total | 753773 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 275502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130173 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108278 | CurrentTaxYear |
| Total | 753773 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 257793 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 252427 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 281874 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 275689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 215881 | CurrentTaxYear |
| Total | 1283664 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6343460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5625516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5796914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5509003 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5167211 | CurrentTaxYear |
| Total | 28442104 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92840 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88300 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02650 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07460 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 775000 | OtherCostOrOtherBasis |
| Book Value | 775000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4452183 | OtherCostOrOtherBasis |
| Depreciation | 822555 | Depreciation |
| Book Value | 3629628 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2317122 | OtherCostOrOtherBasis |
| Depreciation | 2269538 | Depreciation |
| Book Value | 47584 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4452212 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCOUNTS RECEIVABLE-HARMONY FOUNDATION | 364731 |
| FUNDS HELD BY HARMONY FOUNDATION | 873360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1238091 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED LIFE MEMBERSHIPS | $64,167 |
| DEFERRED MEMBERSHIP DUES | $928,049 |
| DEFERRED FUTURE CONVENTIONS | $636,906 |
| OTHER DEFERRED REVENUE | $105,021 |
| DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS | $109,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1843185 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 7421558 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8399 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 204000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 3272363 | OtherRevenues |
| Revenue Not Rptd F990 | 3484762 | RevenueNotRptdF990 |
| Revenue Subtotal | 3936796 | RevenueSubtotal |
| Other Revenues Not Included | 401480 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 401480 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4338276 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6867673 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 204000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 2643266 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2847266 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4020407 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4020407 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 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 SOCIETY'S AND 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 CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 858,924. HARMONY FOUNDATION'S PORTION OF INCOME 2,413,439. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANT FROM HARMONY FOUNDATION (FISCAL YEAR 09/30/12) 401,480. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 858,923. HARMONY FOUNDATION'S PORTION OF EXPENSES 2,185,823. GRANT FROM HARMONY FOUNDATION (FISCAL YEAR 09/30/12) -401,480. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CANADA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | MEMBERSHIP ACTIVITIES | SpecificServicesProvided |
| Total Expenditures | 318041 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 318041 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 318041 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | NON-CASH SCHOLARSHIP TO HARMONY UNIVERSITY. | TypeOfGrant |
| Number Of Recipients | 98 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 56350 | AmountOfNonCashAssistance |
| Method Of Valuation | TUITION RATES FOR THE SCHOOL YEAR. | MethodOfValuation |
| Description Of Non Cash Assistance | SCHOLARSHIPS COVER ROOM, BOARD, AND TUITION. | DescriptionOfNonCashAssistance |
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: GRANTS ARE SCHOLARSHIPS TO AN EDUCATIONAL CONFERENCE ADMINISTERED BY THE SOCIETY. ATTENDANCE IS TRACKED AND EVALUATIONS ARE COLLECTED TO ASCERTAIN VALUE TO THE RECIPIENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CLARKE CALDWELL | NamePerson |
| Title | BOARD MEMBER (NON-VOTING) | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 127800 | 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 | 29940 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 9584 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 180116 | 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 1A | ReturnReference |
| Explanation | TEMPORARY HOUSING WAS PROVIDED FOR THE NEW CEO FOR THREE MONTHS AS PART OF HIS RELOCATION PACKAGE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND BOARD TREASURER, THEN DISCUSSED WITH MANAGEMENT AND THE PREPARER. THE ENTIRE BOARD RECEIVES A COPY VIA E-MAIL TO REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER AND MANAGEMENT STAFF RECEIVES A COPY OF THE RULES AND REGULATIONS HANDBOOK, WHICH INCLUDES A CONFLICT OF INTEREST POLICY UNDER THE GENERAL STATEMENTS OF POLICY; THE BOARD IS REMINDED OF THE CONFLICT OF INTEREST POLICY AT EACH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT IS DETERMINED ANNUALLY BY A SALARY BUDGET THAT IS ESTABLISHED BASED ON NON-PROFIT INDUSTRY GUIDELINES. SURVEYS FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES FOR INTERNATIONAL INDIVIDUAL MEMBERSHIP ORGANIZATIONS ARE USED AS A GUIDE. THE BOARD ESTABLISHES THE CEO'S COMPENSATION USING THESE FACTORS. OTHER MANAGEMENT SALARIES ARE ALSO COMPARED TO THE SAME SURVEY; PERFORMANCE EVALUATIONS ARE GIVEN BY THE CEO AND MAY INCLUDE A SALARY ADJUSTMENT. THE SAME PROCESS APPLIES FOR COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES, BUT IT IS DETERMINED BY THE INDIVIDUAL'S SUPERVISOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS INCLUDES THE CONFLICT OF INTEREST POLICY ARE POSTED ON THE SOCIETY'S WEBSITE. FINANCIAL INFORMATION IS PRINTED IN THE SOCIETY'S BIMONTHLY MAGAZINE AFTER THE ANNUAL AUDIT IS COMPLETED. THE SOCIETY'S 990 IS AVAILABLE FOR REVIEW AT THE SOCIETY'S HEADQUARTERS LOCATION FOR THE LAST 3 YEARS. |
| FORM 990, PAGE 12, PART XI, LINE 2C | THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTIONS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARMONY FOUNDATION INTERNATIONAL INC | 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 | 37203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396073041 | EIN |
| Primary Activities | PROMOTE ASPECTS OF FOUR-PART VOCAL HARMONY AND SCHOLARSHIPS TO STUDENTS | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | 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 | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GRANT FROM HARMONY FDN INT INC (BHS CALENDAR YEAR) | ||
| C | 386026 | CASH |
| THE SOCIETY OWNS BUILDING THAT IS OCCUPIED BY THE SOCIETY & HARMONY FDN | ||
| N | 0 | CASH |
| THE SOCIETY GETS REIMBURSEMENTS FOR SALARIES & FRINGE BENEFITS FROM HARMONY | ||
| Q | 829816 | CASH |
| FUNDS ARE HELD ON BEHALF OF SOCIETY BY HARMONY FOUNDATION | ||
| S | 873360 | CASH |
Comments