2013-07-25T14:25:37-05:00 2012-09-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2011-10-01 396073041 HARMONY FOUNDATION INTERNATIONAL INC HARM 6158235611 110 7TH AVENUE NORTH NO 200 NASHVILLE TN 37203 CLARKE CALDWELL 6158235611 2013-07-23 1 EDMOND DUNLAVY P00317384 6152427351 2013-07-23 2011 2016-02-24 21:20:13Z CLARKE CALDWELL 110 SEVENTH AVE NORTH SUITE 200 NASHVILLE TN 37203 3243318 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. 9 9 7 10 0 0 2368015 2228412 919 1036 34761 31190 5003 27103 2408698 2287741 788678 873160 0 0 742851 824618 275 5603 770412 395751 448286 1927555 2151667 481143 136074 2976103 3132288 1881223 1809792 1094880 1322496 X HARMONY FOUNDATION BELIEVES THAT SINGING IMPROVES LIVES. THE FOUNDATION'S MISSION IS TO SUPPORT AND SHARE THE GIFT OF SINGING AS AN EXTRAORDINARY MEANS OF MAKING LIVES MORE ENJOYABLE, SATISFYING AND MEANINGFUL. THIS IS DONE THROUGH FUNDING MUSIC EDUCATION FOR STUDENTS IN HIGH SCHOOL AND COLLEGE IN ORDER TO DEVELOP AND ADVANCE THEIR LOVE AND ABILITY FOR SINGING, FUNDING PROGRAMS THAT ENHANCE THE MUSIC EXPERIENCE THROUGH DIRECTOR TRAINING, FUNDING BARBERSHOP HARMONY SOCIETY PROGRAMS AIMED AT CHAPTER ENRICHMENT AND THE YOUTH MOVEMENT. THE FOUNDATION BELIEVES THAT SINGING IMPROVES LIVES AT ANY AGE, IN ANY RACE, CULTURE, AND ECONOMIC CONDITION. HARMONY FOUNDATION IS COMMITTED TO CONNECTING PEOPLE THROUGH CHARITABLE GIVING TO ACCOMPLISH THIS IMPORTANT MISSION OF ENRICHING LIVES THROUGH SINGING. 0 0 1088990 867361 8694 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. 1088990 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 7 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN PA KS IL NY WI X X CAROLYN FAULKENBERRY 6158235611 110 7TH AVE NORTH AVE STE 200 NASHVILLE TN 37203 X PETER FEENEY 4.00 X X 0 0 0 MIKE DEPUTY 3.00 X 0 0 0 DONALD A LAURSEN 3.00 X X 0 0 0 BOB BRUTSMAN 2.00 X X 0 0 0 FREDRICK P FARRELL 2.00 X 0 0 0 CHUCK HARNER 2.00 X 0 0 0 ROGER J LEWIS 2.00 X 0 0 0 SHARON MILLER 3.00 X X 0 0 0 CLARKE CALDWELL 40.00 X X 0 145359 37581 MARTY MONSON 2.00 X 0 0 0 CAROLYN FAULKENBERRY 40.00 X 0 94356 32320 0 239715 69901 0 0 1 0 0 2228412 2228412 ADMINISTRATIVE FEES 900099 1036 1036 1036 20644 20644 931530 920984 10546 10546 10546 54038 34593 19445 19445 MISCELLANEOUS 900099 7658 7658 7658 2287741 8694 0 50635 873160 873160 265414 64556 25602 175256 399827 47109 110209 242509 74822 13627 15608 45587 41157 3528 15634 21995 43398 6920 7547 28931 15518 15518 5603 5603 13437 13437 4069 4069 5438 2409 179 2850 64424 5375 31443 27606 29372 5666 13677 10029 107972 23539 10823 73610 48431 19203 29228 15612 15612 19710 3698 16012 BAD DEBTS 65293 0 0 65293 CULTIVATION 31660 55 0 31605 STAFF DEVELOPMENT 21058 2639 12819 5600 PLANNED GIVING PREMIUM 4443 0 0 4443 1849 1582 267 2151667 1088990 292265 770412 37384 37350 938261 941706 31055 22855 176600 107085 76230 69515 1440860 1594793 452313 466069 2976103 3132288 142293 95690 46000 377750 208491 1361180 1459611 1881223 1809792 X -1185846 -1004834 806894 728860 1473832 1598470 1094880 1322496 2976103 3132288 X 136074 91542 X X 0 1 1 X 0 X 981633 1515199 850617 2368015 2230212 7945676 981633 1515199 850617 2368015 2230212 7945676 477636 7468040 34900 18388 7575 18382 20644 99889 8045565 45018 0.92820 0.87320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 17313 1 1 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 107085 69515 69515 CASH SURRENDER VALUE OF LIFE INSURANCE 140800 ACCRUED INTEREST RECEIVABLE 2069 INTEREST IN CRUTS 323200 466069 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS 72706 ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY 510364 FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY 876541 1459611 2287741 2151667 136074 91542 91542 227616 2413439 91542 5800 34593 131935 2281504 6237 6237 2287741 2185823 5800 34593 40393 2145430 6237 6237 2151667 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 34,593. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 34,593. HFI PRESENTS 47098 0 47098 11151 7514 3367 PC RECEPTION 5400 0 5400 12561 52498 52498 11151 12561 7514 3367 34593 17905 1 BARBERSHOP SOCIETY 110 SEVENTH AVE NORTH NASHVILLE TN 37203 390926339 501(C)(3) 401680 SCHOLARSHIPS, MUSIC FOR SCHOOLS, COLLEGE QUARTET COMPETITION, AND CAMPS & WORKSHOPS DISTRICT-DIXIE 561207179 501(C)(3) 8498 CAMPS & WORKSHOPS DISTRICT-MID-ATLANTIC 226079249 501(C)(3) 11582 CAMPS & WORKSHOPS DISTRICT-SUNSHINE 596194988 501(C)(3) 13081 CAMPS & WORKSHOPS CHAPTER-SANTA FE 850322199 501(C)(3) 8886 CAMPS & WORKSHOPS CHAPTER-WESTMINSTER 956196396 501(C)(3) 6974 CAMPS & WORKSHOPS CHAPTER-BUCKEYE-COLUMBUS 316051156 501(C)(3) 13802 CAMPS & WORKSHOPS CHAPTER-GRAND RAPIDS 386111619 501(C)(3) 10986 CAMPS & WORKSHOPS CHAPTER-JOPLIN 431090715 501(C)(3) 5126 CAMPS & WORKSHOPS ASSOCIATION OF INTERNATIONAL CHAMPIONS (AIC) 391673284 501(C)(3) 6152 CAMPS & WORKSHOPS CHAPTER-NASHVILLE 626063251 501(C)(3) 6755 CAMPS & WORKSHOPS CAMPS & WORKSHOPS DISTRICT-CARDINAL 237045943 501(C)(3) 5966 CAMPS & WORKSHOPS DISTRICT-JOHNNY APPLESEED 237114002 501(C)(3) 11938 CAMPS & WORKSHOPS DISTRICT-SENECA LAND 166036099 501(C)(3) 28782 CAMPS & WORKSHOPS TACOMA CHAPTER 916055802 501(C)(3) 8750 CAMPS & WORKSHOPS GREATER CENTRAL OHIO CHAPTER 311713890 501(C)(3) 10405 CAMPS & WORKSHOPS DISTRICT-WINDOM 237057944 501(C)(3) 7132 CAMPS & WORKSHOPS DISTRICT-ALEXANDRIA 546047426 501(C)(3) 5587 CAMPS & WORKSHOPS DISTRICT-WASATCH FRONT 870470142 501(C)(3) 5553 CAMPS & WORKSHOPS GRAND RAPIDS WOMEN'S CHORUS 383348645 501(C)(3) 15000 CAMPS & WORKSHOPS NO BORDERS MUSIC CONSORT INC 454055856 501(C)(3) 13500 CAMPS & WORKSHOPS 20 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 129192 0 16167 0 0 0 23790 0 13791 0 182940 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. SHARON MILLER TO PROVIDE CASH FLOW FOR OPERATIONS X 100000 0 0 1 1 DONALD LAURSEN TO PROVIDE CASH FLOW FOR OPERATIONS X 20000 15000 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 21000 0 1 1 46000 X 7 158663 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BARBERSHOP HARMONY SOCIETY HAS TO APPROVE THE BOARD OF TRUSTEES BEFORE THEY ARE OFFICIALLY ELECTED. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 91,542. 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 TN 501(C)(3) 509(A)(1) 0 0 1 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 401480 BOOK AMOUNT THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY M 0 THE FOUNDATION REIMBURSES THE SOCIETY FOR SALARIES AND FRINGE BENEFITS O 788159 BOOK AMOUNT THE FOUNDATION PROVIDED GRANTS TO VARIOUS LOCAL DISTRICTS & CHAPTERS B 471680 BOOK AMOUNT