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SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP QUARTET: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOCIETY FOR PRESERVATION & ENCRGMNT OF BARBERSHOP QUARTET (EIN 39-0926339)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-15
IRS object ID
202442899349302529
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-15T16:22:57-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390926339EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIK P DOVEPersonNm
Person TitleCFO/COOPersonTitleTxt
Phone8008767464PhoneNum
Signature2024-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEN YOUNGSTEADPreparerPersonNm
PTINP00320901PTIN
Phone6152427351PhoneNum
Preparation2024-09-26PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVENUE NORTHAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,385,231GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BARBERSHOP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1938FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE BARBERSHOP HARMONY SOCIETY BRINGS PEOPLE TOGETHER IN HARMONY AND FELLOWSHIP TO ENRICH LIVES THROUGH SINGING.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers650TotalVolunteersCnt
Total Gross UBI$150TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,147,945PYContributionsGrantsAmt
CY Contributions Grants$2,777,323CYContributionsGrantsAmt
PY Program Service Revenue$3,293,891PYProgramServiceRevenueAmt
CY Program Service Revenue$3,901,631CYProgramServiceRevenueAmt
PY Investment Income-$134,008PYInvestmentIncomeAmt
CY Investment Income$7,645CYInvestmentIncomeAmt
PY Other Revenue$44,809PYOtherRevenueAmt
CY Other Revenue$142,130CYOtherRevenueAmt
PY Total Revenue$4,352,637PYTotalRevenueAmt
CY Total Revenue$6,828,729CYTotalRevenueAmt
PY Grants And Similar Paid$202,867PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$180,943CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,320,610PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,385,614CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$91,050CYTotalFundraisingExpenseAmt
PY Other Expenses$2,801,033PYOtherExpensesAmt
CY Other Expenses$2,676,169CYOtherExpensesAmt
PY Total Expenses$5,324,510PYTotalExpensesAmt
CY Total Expenses$5,242,726CYTotalExpensesAmt
PY Revenues Less Expenses-$971,873PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,586,003CYRevenuesLessExpensesAmt
Total Assets BOY$4,192,087TotalAssetsBOYAmt
Total Assets EOY$6,650,332TotalAssetsEOYAmt
Total Liabilities BOY$4,792,569TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,642,305TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$600,482NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,008,027NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,309,716ExpenseAmt
Grant$35,442GrantAmt
Revenue$1,369,176RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,972,906ExpenseAmt
Grant$30,682GrantAmt
Revenue$1,838,833RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$682,241ExpenseAmt
Grant$114,819GrantAmt
Revenue$425,889RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$182,140ExpenseAmt
Revenue$358,161RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$182,140TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$358,161TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,147,003TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document69IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee32EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
NOAH FUNDERBURG
IMMEDIATE PAST PRESIDENT (BEG 11/235.00Yes (X)Yes (X)$0$0$0
JOHN SANTORA
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
JOHN DONEHOWER
IMMEDIATE PAST PRESIDENT (END 8/2310.00Yes (X)Yes (X)$0$0$0
KEVIN KELLER
EXECUTIVE VP (BEG 12/23)10.00Yes (X)Yes (X)$0$0$0
DWAYNE COOPER
TREASURER10.00Yes (X)Yes (X)$0$0$0
TIM MYERS
BOARD TRUSTEE10.00Yes (X)$0$0$0
MARIA CHRISTIAN
BOARD TRUSTEE5.00Yes (X)$0$0$0
JEREMY BRANN
BOARD TRUSTEE5.00Yes (X)$0$0$0
LARRY BOMBACK
BOARD TRUSTEE5.00Yes (X)$0$0$0
CHRISTIAN HUNTER
BOARD TRUSTEE5.00Yes (X)$0$0$0
JOE MCDONALD
BOARD TRUSTEE5.00Yes (X)$0$0$0
BLAIR BROWN
BOARD TRUSTEE5.00Yes (X)$0$0$0
ZACHARY MATERNE
BOARD TRUSTEE5.00Yes (X)$0$0$0
MARTIN MONSON NON-VOTING
CEO/SECRETARY (END 08/23)40.00Yes (X)$207,538$0$38,427
ERIK P DOVE
CFO/COO40.00Yes (X)$167,024$0$20,051
STEVE DENINO
EXECUTIVE VP(END 09/23)/CEO BEG 9/2310.00Yes (X)$53,286$0$1,650
ERIN HARRIS
CPO (END 06/23)40.00$102,595$0$6,485Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$530,443TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$66,613TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AEG MANAGEMENT LOUISVILLE
1 ARENA PLAZALOUISVILLEKY40202VENUE$297,696
TNDV TELEVISION LLC
3710 CEDARWOOD DRIVENASHVILLETN37216EVENT PRODUCTION$233,038
LOYOLA UNIVERSITY
6363 ST CHARLES AVENUE BOX 1NEW ORLEANSLA70118VENUE$158,213
SALESFORCE INC
PO BOX 203141DALLASTX75320SOFTWARE SERVICES$136,053
SODEXO
6363 ST CHARLES AVENUE BOX 243NEW ORLEANSLA70118EVENT CATERING$128,410
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Related Organizations$1,467,397RelatedOrganizationsAmt
All Other Contributions$1,309,926AllOtherContributionsAmt
Total Contributions$2,777,323TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$1,838,833$1,838,833
CONVENTIONS711130$1,369,176$1,369,176
MUSICAL EXPERIENCE711130$425,889$425,889
CHAPTER REIMBURSEMENTS900099$165,089$165,089
IMAGE711130$60,118$60,118

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,526TotalRevenueColumnAmt
Related Or Exempt Func Income$42,376RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$150UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,901,631TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,419TotalRevenueColumnAmt
Exclusion$13,419ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,552TotalRevenueColumnAmt
Exclusion$51,552ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$51,911SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$55,085SecuritiesAmt
Other$2,600OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$3,174SecuritiesAmt
Other-$2,600OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,774TotalRevenueColumnAmt
Exclusion-$5,774ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$589,395GrossSalesOfInventoryAmt
Cost Of Goods Sold$498,817CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,578TotalRevenueColumnAmt
Related Or Exempt Func Income$90,578RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,828,729TotalRevenueColumnAmt
Related Or Exempt Func Income$3,992,059RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$150UnrelatedBusinessRevenueAmt
Exclusion$59,197ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$77,819TotalAmt
Program Services$77,819ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$103,124TotalAmt
Program Services$103,124ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$597,057TotalAmt
Program Services$367,430ProgramServicesAmt
Management And General$180,434ManagementAndGeneralAmt
Fundraising$49,193FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,453,458TotalAmt
Program Services$1,230,795ProgramServicesAmt
Management And General$207,614ManagementAndGeneralAmt
Fundraising$15,049FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,628TotalAmt
Program Services$34,601ProgramServicesAmt
Management And General$4,027ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$158,753TotalAmt
Program Services$127,228ProgramServicesAmt
Management And General$27,985ManagementAndGeneralAmt
Fundraising$3,540FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$137,718TotalAmt
Program Services$108,057ProgramServicesAmt
Management And General$25,735ManagementAndGeneralAmt
Fundraising$3,926FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$43,721TotalAmt
Management And General$43,721ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$70,826TotalAmt
Program Services$9,071ProgramServicesAmt
Management And General$61,755ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,121TotalAmt
Program Services$1,121ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$245,215TotalAmt
Program Services$242,903ProgramServicesAmt
Management And General$1,944ManagementAndGeneralAmt
Fundraising$368FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$163,109TotalAmt
Program Services$130,026ProgramServicesAmt
Management And General$28,704ManagementAndGeneralAmt
Fundraising$4,379FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$136,360TotalAmt
Program Services$106,992ProgramServicesAmt
Management And General$25,481ManagementAndGeneralAmt
Fundraising$3,887FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$71,552TotalAmt
Program Services$47,202ProgramServicesAmt
Management And General$24,350ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,024,398TotalAmt
Program Services$991,133ProgramServicesAmt
Management And General$33,265ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$190,204TotalAmt
Management And General$190,204ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$272,403TotalAmt
Program Services$213,736ProgramServicesAmt
Management And General$50,900ManagementAndGeneralAmt
Fundraising$7,767FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,086TotalAmt
Program Services$18,898ProgramServicesAmt
Management And General$4,502ManagementAndGeneralAmt
Fundraising$686FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
TRAINING AND LEADERSHIP$136,810$104,970$31,840
MUSIC EDUCATION & COMPE$131,553$131,553
MISCELLANEOUS$116,147$60,536$54,528$1,083
MEMBER SERVICES$48,664$39,808$7,684$1,172

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,242,726TotalAmt
Program Services$4,147,003ProgramServicesAmt
Management And General$1,004,673ManagementAndGeneralAmt
Fundraising$91,050FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,038BOYAmt
EOY$11,563EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$186,112BOYAmt
EOY$309,790EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$59,713BOYAmt
EOY$63,630EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$125,895BOYAmt
EOY$93,353EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$116,475BOYAmt
EOY$248,467EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,416,154LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,281,187LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,422,963BOYAmt
EOY$3,134,967EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$119,745BOYAmt
EOY$334,696EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$17,430BOYAmt
EOY$16,216EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$127,716BOYAmt
EOY$2,437,650EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,192,087BOYAmt
EOY$6,650,332EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$235,811BOYAmt
EOY$490,335EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$968,381BOYAmt
EOY$1,201,225EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,439,403BOYAmt
EOY$3,621,073EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$148,974BOYAmt
EOY$329,672EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,792,569BOYAmt
EOY$5,642,305EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$693,225BOYAmt
EOY-$1,199,767EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$92,743BOYAmt
EOY$2,207,794EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$600,482BOYAmt
EOY$1,008,027EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,192,087BOYAmt
EOY$6,650,332EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,586,003ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,506NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,841,185CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,015,853CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,042,509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,147,945CurrentTaxYearMinus1YearAmt
Current Tax Year$2,777,323CurrentTaxYearAmt
Total$12,824,815TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,911,462CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$902,918CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$694,213CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,122,534CurrentTaxYearMinus1YearAmt
Current Tax Year$2,652,043CurrentTaxYearAmt
Total$9,283,170TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,656,389CurrentTaxYearMinus1YearAmt
Current Tax Year$1,838,983CurrentTaxYearAmt
Total$3,495,372TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,752,647CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,918,771CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,736,722CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,926,868CurrentTaxYearMinus1YearAmt
Current Tax Year$7,268,349CurrentTaxYearAmt
Total$25,603,357TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

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

Substantial Contributors Amt SubstantialContributorsAmtGrp

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

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$20,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,722CurrentTaxYearMinus1YearAmt
Current Tax Year$1,401,586CurrentTaxYearAmt
Total$1,439,337TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$24,164,020PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,259CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,106CurrentTaxYearMinus1YearAmt
Current Tax Year$64,971CurrentTaxYearAmt
Total$197,496TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,259CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,106CurrentTaxYearMinus1YearAmt
Current Tax Year$64,971CurrentTaxYearAmt
Total$197,496TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$247,388CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$303,192CurrentTaxYearMinus3YearsAmt
Total$550,580TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,031,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,248,726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,798,981CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,938,974CurrentTaxYearMinus1YearAmt
Current Tax Year$7,333,320CurrentTaxYearAmt
Total$26,351,433TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91700PublicSupportCY509Pct
Public Support PY5090.95930PublicSupportPY509Pct
Investment Income CY0.00750InvestmentIncomeCYPct
Investment Income PY0.00750InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:CHAPTER PROGRAMS - 2019 AMOUNT: $ 183,531. 2020 AMOUNT: $ 205,056. MISCELLANEOUS - 2019 AMOUNT: $ 63,857. 2020 AMOUNT: $ 98,136. 2023 AMOUNT: $ 0.
PART III, SECTION A, LINE 3IN 2022, MEMBERSHIPS BEGAN BEING REPORTED ON LINE 3 VS LINE 1, DUE TO CLARIFICATION OF REPORTING MEMBERSHIPS AS CONTRIBUTIONS VS. EXCHANGE TRANSACTIONS FOR PURPOSES OF 990 REPORTING.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,929,057BeginningYearBalanceAmt
Contributions$78,254ContributionsAmt
Investment Earnings Or Losses$457,950InvestmentEarningsOrLossesAmt
Grants Or Scholarships$108,155GrantsOrScholarshipsAmt
Administrative Expenses$10,431AdministrativeExpensesAmt
End Year Balance$3,346,675EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,782,964BeginningYearBalanceAmt
Contributions$134,318ContributionsAmt
Investment Earnings Or Losses$94,823InvestmentEarningsOrLossesAmt
Grants Or Scholarships$68,715GrantsOrScholarshipsAmt
Administrative Expenses$13,333AdministrativeExpensesAmt
End Year Balance$2,929,057EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.82000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.18000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,482,866OtherCostOrOtherBasisAmt
Depreciation$2,464,342DepreciationAmt
Book Value$2,018,524BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,158,288OtherCostOrOtherBasisAmt
Depreciation$2,816,845DepreciationAmt
Book Value$341,443BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,134,967TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ACCOUNTS RECEIVABLE-HARMONY FOUNDATION$1,315,930
OPERATING LEASE ROU ASSET$151,720
BENEFICIAL INTEREST IN HFI ENDOWMENT$970,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,437,650TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS$177,952
OPERATING LEASE LIABILITY$151,720
FieldValueIRS element (for citing)
Total Liability$329,672TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,814,659TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22,506NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$462,007DonatedServicesAndUseFcltsAmt
Other Revenue$501,417OtherRevenueAmt
Revenue Not Reported$985,930RevenueNotReportedAmt
Revenue Subtotal$6,828,729RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,828,729TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,206,150TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$462,007DonatedServicesUseFcltsAmt
Other Expenses Included$501,417OtherExpensesIncludedAmt
Expenses Not Reported$963,424ExpensesNotReportedAmt
Expenses Subtotal$5,242,726ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,242,726TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE ORGANIZATION'S COLLECTIONS ARE MADE UP PRINCIPALLY OF SHEET MUSIC, AUDIO AND VIDEO RECORDINGS, AND ITEMS OF HISTORICAL SIGNIFICANCE TO THE BARBERSHOP HARMONY SOCIETY THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. THESE ITEMS ARE CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM THE SALE OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THERE WERE NO COLLECTION SALES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022.
PART III, LINE 4:THE ORGANIZATION'S COLLECTIONS ARE MADE UP PRINCIPALLY OF SHEET MUSIC, AUDIO AND VIDEO RECORDINGS, AND ITEMS OF HISTORICAL SIGNIFICANCE TO THE BARBERSHOP HARMONY SOCIETY THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES.
PART V, LINE 4:THE BEGINNING OF YEAR BALANCE INCLUDES THE ENDOWMENT OF HARMONY FOUNDATION INTERNATIONAL, INC., AN ORGANIZATION PREVIOUSLY CONSIDERED TO BE FINANCIALLY INTERRELATED. DURING 2023, AN AGREEMENT WAS REACHED IN WHICH ONLY A MINORITY OF THE HFI BOARD OF TRUSTEES ARE NOMINATED AND ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY THEREAFTER. BASED ON THESE CHANGES AND HARMONY FOUNDATION INTERNATIONAL, INC. NO LONGER BEING TREATED AS FINANCIALLY INTERRELATED TO THE ORGANIZATION, THE ENDING BALANCE ONLY INCLUDES THE ENDOWMENT OF THE ORGANIZATION AND ITS BENEFICIAL INTEREST IN THE ENDOWMENT HELD BY HARMONY FOUNDATION INTERNATIONAL, INC. CREATED UNDER THE 2023 AGREEMENT. IN ORDER TO SHOW THE EFFECTS OF THE CHANGE IN THE REPORTING RELATIONSHIP, THE BEGINNING OF YEAR BALANCE FROM HARMONY FOUNDATION INTERNATIONAL, INC. MINUS THE VALUE OF THE ORGANIZATION'S BENEFICIAL INTEREST IS SHOWN IN OTHER EXPENDITURES. DISTRIBUTIONS FROM THE ENDOWMENT WOULD BENEFIT MUSIC/MUSIC EDUCATION, OUTREACH, SCHOLARSHIPS, OR YOUTH PROGRAMS.
PART X, LINE 2:MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATIONS' INFORMATION AND INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES 498,817. LOSS ON DISPOSAL OF PPE 2,600.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF SALES 498,817. LOSS ON DISPOSAL OF PPE 2,600.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00BUSINESS SERVICESINSURANCE, ADVERTISING, TRAVEL, TECHNOLOGY SERVICES, AND EXPENSE REIMBURSEMENTS$45,246
AUSTRALIA/NEW ZEALAND00US BASED PROGRAM SERVICESEXPENSE REIMBURSEMENT$4,588
EUROPE00US BASED PROGRAM SERVICESEXPENSE REIMBURSEMENT$1,320
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$51,154SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$51,154TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP SUPPORT FOR NEXT GENERATION BARBERSHOP QUARTET PROGRAM IN LOUISVILLE, KYNEW ZEALAND - NEW ZEALAND QUARTET MEMBER ATTENDEES AT U.S. EVENT8$3,860CASH$1,592REGISTRATION EXPENSE SUPPORTCOST
SCHOLARSHIP SUPPORT FOR NEXT GENERATION BARBERSHOP QUARTET PROGRAM IN LOUISVILLE, KYENGLAND - ENGLISH QUARTET MEMBER ATTENDEES AT U.S. EVENT4$1,790CASH$796REGISTRATION EXPENSE SUPPORTCOST
SCHOLARSHIPS TO COVER ROOM & BOARD AT U.S. EDUCATIONAL EVENTARGENTINA - ARGENTINIAN QUARTET MEMBER ATTENDEES AT U.S. EVENT4$4,000NON-CASH SCHOLARSHIPSCOST
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
LANS 'O LAKES DISTRICT SPEBSQSA INC
1804 CONANT STREETSTEVENS POINTWI54481237033498501(C)(3) TAX EXEMPT$10,174$0DISTRICT FUNDRAISING PROGRAM
NAPLESFORT MYERS FLORIDA CHAPTER SPEBSQSA INC
1955 CURLING AVENUENAPLESFL34109591648285501(C)(3) TAX EXEMPT$8,500$0CHAPTER FUNDRAISING PROGRAM
WADE HAMPTON HIGH SCHOOL CHORAL DEPARTMENT
100 PINE KNOLL DRGREENVILLESC29609570662814PUBLIC SCHOOL DISTRI$6,000$0FINANCIAL SUPPORT FOR SCHOOL PARTICIPATION IN THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS FESTIVAL
BURLINGTON HIGH SCHOOL KORAL KLUB
400 MC CANNA PARKWAYBURLINGTONWI53105391851701PUBLIC SCHOOL DISTRI$9,000$0FINANCIAL SUPPORT FOR SCHOOL PARTICIPATION IN THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS FESTIVAL
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescCash GrantCashGrantAmt
NON-CASH SCHOLARSHIPS TO 2023 HARMONY UNIVERSITY (NEXT GENERATION BARBERSHOP; MUSIC EDUCATOR & VOLUNTEER LEADERSHIP)37$37,000FMV - TUITION RATES FOR PROGRAMSCHOLARSHIPS TO COVER ROOM, BOARD AND TUITION
NEXT GENERATION BARBERSHOP JUNIOR CHORUS INVITATIONAL178$35,442FMV OF EVENT REGISTRATIONSSCHOLARSHIPS TO COVER REGISTRATION EXPENSES
NEXT GENERATION BARBERSHOP VARSITY QUARTET PROGRAM68$13,532BOOK VALUE - TRAVEL AND RELATED EXPENSES; FMV OF EVENT REGISTRATIONSSCHOLARSHIPS TO COVER TRAVEL & REGISTRATION EXPENSES$17,150

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE SCHOLARSHIPS TO AN EDUCATIONAL CONFERENCE ADMINISTERED BY THE SOCIETY. ATTENDANCE IS TRACKED AND EVALUATIONS ARE COLLECTED TO ASCERTAIN VALUE TO THE RECIPIENTS. IN REGARDS TO THE NEXT GENERATION BARBERSHOP VARSITY QUARTET SCHOLARSHIPS, RECIPIENTS ARE ASKED TO COMMIT TO PARTICIPATING IN YOUTH OUTREACH AND EDUCATIONAL PROGRAMS IN THEIR RESPECTIVE COMMUNITIES. IN REGARDS TO THE NEXT GENERATION JUNIOR CHORUS INVITATIONAL ASSISTANCE, RECIPIENTS RECEIVE FREE REGISTRATION TO THE SOCIETY'S MIDWINTER CONVENTION AND ROOMS PAID BY THE SOCIETY.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARTIN MONSON NON-VOTING
CEO/SECRETARY (END 08/23)$170,408$0$0$0$37,130$0$30,367$0$8,060$0$245,965$0$0$0
ERIK P DOVE
CFO/COO$167,024$0$0$0$0$0$10,770$0$9,281$0$187,075$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationTHE CEO AND THE BOARD REACHED AN AGREEMENT ON THE SEPARATION WITH THE ORGANIZATION. CONTRACTUAL PAYMENTS UNDER THE CEO'S EMPLOYMENT AGREEMENT RESULTED IN SEVERANCE PAYMENTS ACCRUED BY THE ORGANIZATION IN 2023 WITH PAYMENTS TO BE MADE BY THE ORGANIZATION THROUGH NOVEMBER 2024.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION STATEMENTTHE BARBERSHOP HARMONY SOCIETY (HEREAFTER REFERRED TO AS "THE SOCIETY OR "BHS"), ALSO KNOWN AS SPEBSQSA, STANDS COMMITTED TO UNITING INDIVIDUALS IN HARMONY AND CAMARADERIE, ENRICHING LIVES THROUGH THE TRANSFORMATIVE POWER OF SINGING. ESTABLISHED IN 1938 AS THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INCORPORATED (SPEBSQSA), OUR ORGANIZATION HAS BEEN DEDICATED TO PRESERVING AND ADVANCING THE LEGACY OF BARBERSHOP MUSIC. ROOTED IN THE CLOSE HARMONY TRADITIONS OF AFRICAN-AMERICAN COMMUNITIES, BARBERSHOP MUSIC IS A CLASSIC AMERICAN ART FORM. WITH A MEMBERSHIP EXCEEDING 14,000 INDIVIDUALS AND OVER 1,500 CHORUSES AND QUARTETS THROUGHOUT NORTH AMERICA, THE SOCIETY IS ONE OF THE WORLD'S LARGEST SINGING ORGANIZATIONS. OUR ENDURING GOAL IS TO FOSTER HARMONY AND FELLOWSHIP, RECOGNIZING THE PROFOUND IMPACT COLLECTIVE SINGING HAS ON INDIVIDUAL LIVES AND THE BROADER COMMUNITY. THE SOCIETY'S MISSION-DRIVEN INITIATIVES ARE CENTERED AROUND FOUR CORE IMPACT AREAS: 1. MUSIC EDUCATION: BHS IS COMMITTED TO NURTURING THE SUCCESS OF MUSIC EDUCATORS BY OFFERING SCHOLARSHIPS, PROVIDING FREE MUSIC, AND FURNISHING EDUCATIONAL RESOURCES. THESE EFFORTS ENRICH THE LIVES OF STUDENTS BY INSTILLING A LIFELONG PASSION FOR SINGING AND MUSICAL EXCELLENCE. 2. YOUTH EMPOWERMENT: THROUGH VIBRANT EVENTS, SCHOLARSHIPS, MUSICAL OPPORTUNITIES, AND PERFORMANCES, BHS ENERGIZES YOUNG PEOPLE FROM DIVERSE BACKGROUNDS, ENCOURAGING A DEEP APPRECIATION FOR SINGING THAT ENDURES THROUGHOUT THEIR LIVES. 3. PRESERVATION: LEVERAGING OUR EXTENSIVE HISTORIC ARCHIVES, THE SOCIETY PRESERVES THE RICH HERITAGE OF BARBERSHOP MUSIC WHILE INNOVATING FOR THE FUTURE. THIS ENSURES THAT EACH GENERATION OF SINGERS HAS ACCESS TO THEIR MUSICAL ROOTS WHILE EMBRACING CONTEMPORARY EXPRESSIONS OF HARMONY. 4. SINGING COMMUNITY HEALTH: BHS HAS BEEN AT THE FOREFRONT OF CULTIVATING INTERGENERATIONAL AND SUPPORTIVE SINGING COMMUNITIES. THESE COMMUNITIES SERVE AS HUBS OF SHARED EXPERIENCES, FOSTERING LIFELONG FRIENDSHIPS AND PROVIDING INVALUABLE SUPPORT TO SINGERS IN ALL FACETS OF LIFE. AT THE CORE OF OUR MISSION IS THE BELIEF THAT THE EXPERIENCE OF SINGING TOGETHER IN HARMONY IS UNIVERSALLY MEANINGFUL AND SHOULD BE ACCESSIBLE TO ALL. THE SOCIETY IS DEDICATED TO SUPPORTING AND PROMOTING BOTH SINGLE-GENDER AND ALL-VOICE SINGING EXPERIENCES, EMPOWERING EACH GROUP TO DEFINE ITS PURPOSE AND MISSION WITHIN ITS LOCAL COMMUNITY. OUR STRATEGIC VISION, "EVERYONE IN HARMONY," SEEKS TO EXPAND THE REACH OF BARBERSHOP HARMONY TO ALL COMMUNITIES. BY RECOGNIZING THE INHERENT VALUE OF DIVERSE SINGING EXPERIENCES, WE ENRICH OUR COLLECTIVE HUMANITY AND CONTRIBUTE TO THE CULTURAL WELL-BEING OF SOCIETY.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:EVENTS: THE BARBERSHOP HARMONY SOCIETY ORCHESTRATES A SPECTRUM OF EVENT PROGRAMS, PROVIDING PLATFORMS FOR SINGING COMMUNITIES TO SHOWCASE THEIR TALENTS BOTH LOCALLY AND ON A GLOBAL SCALE. THROUGH THESE PROGRAMS, WE HAVE OBSERVED MULTIFACETED OUTCOMES: SINGING COMMUNITIES EXPERIENCE GROWTH BOTH IN MUSICAL PROFICIENCY AND ADMINISTRATIVE CAPACITY, THEREBY INCREASING THEIR OVERALL IMPACT AND SUSTAINABILITY. THE FORMATION OF NEW SINGING COMMUNITIES PROLIFERATES, FOSTERING A VIBRANT ECOSYSTEM OF SHARED HARMONY. PARTICIPATION IN THESE COMMUNITIES SWELLS AS MORE SINGERS ARE DRAWN TO THE JOY OF COLLECTIVE SINGING. SINGING GROUPS EVOLVE INTO INTEGRAL COMPONENTS OF THEIR LOCAL COMMUNITIES, FOSTERING A SENSE OF BELONGING AND CULTURAL ENRICHMENT. KEY ACTIVITIES AND OUTCOMES ENCOMPASS THE PRODUCTION OF LOCAL, REGIONAL, AND INTERNATIONAL CONVENINGS, ENCOMPASSING CONTESTS, EDUCATIONAL SESSIONS, PARTICIPATORY SINGING EVENTS, AND CELEBRATORY SHOWCASES. OUR FLAGSHIP EVENT, THE SUMMER INTERNATIONAL CONVENTION, STANDS AS A PINNACLE GATHERING, FEATURING WORLD CHAMPIONSHIPS FOR BOTH QUARTET AND CHORUS PERFORMANCES, ALONGSIDE YOUTH CONTESTS, EDUCATIONAL WORKSHOPS, AND COMMUNITY OUTREACH ENDEAVORS. THOUSANDS JOIN IN HARMONY AND SING "KEEP THE WHOLE WORLD SINGING" TO CONCLUDE THE WEEK-LONG EVENT. SIMILARLY, THE MIDWINTER CONVENTION, AN INTERGENERATIONAL CELEBRATION, MARKS THE COMMENCEMENT OF EACH YEAR, SHOWCASING YOUTH ENSEMBLES AND SEASONED PERFORMERS ALIKE. THE EVENT INCLUDES OUR NEXT GENERATION BARBERSHOP YOUTH CHORUS INVITATIONAL; YOUTH QUARTET CONTEST; SENIORS CHORUS CONTEST; AND OUR SENIORS QUARTET CONTEST, REFLECTING THE VALUE AND REACH OF LIFELONG SINGING. BEYOND CONVENTIONS, CONTESTS, AND FESTIVALS, THE SOCIETY FACILITATES NUMEROUS PUBLIC PERFORMANCES AND SHOWS, ENGAGING AUDIENCES BOTH IN PERSON AND ONLINE. OVER THE PAST FIVE YEARS, AN ESTIMATED 200,000 INDIVIDUALS HAVE ATTENDED IN-PERSON BHS EVENTS, WITH AN ADDITIONAL 16 MILLION VIEWERS TUNING IN ANNUALLY TO ONLINE BARBERSHOP PERFORMANCES.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:OUTREACH: THE BARBERSHOP HARMONY SOCIETY UNDERTAKES ROBUST OUTREACH INITIATIVES TARGETING MUSIC EDUCATORS, YOUTH, AND DIVERSE SINGING COMMUNITIES. BY CREATING RELATIONSHIPS, PROVIDING FREE RESOURCES, AND ORGANIZING EVENTS, OUR EFFORTS AIM TO: CULTIVATE AN ENVIRONMENT WHERE YOUNG INDIVIDUALS RECEIVE MUSIC EDUCATION AND ENGAGE IN COLLECTIVE SINGING, NURTURING THEIR HOLISTIC DEVELOPMENT. BREAK DOWN PERCEIVED BARRIERS AND BRIDGE GENERATIONAL AND CULTURAL DIVIDES THROUGH SHARED MUSICAL EXPERIENCES. PROVIDE SUPPORT MECHANISMS FOR INDIVIDUALS FACING SIGNIFICANT CHALLENGES, EMPOWERING THEM TO NAVIGATE ADVERSITIES WITH RESILIENCE AND STRENGTH. EMPOWER MUSIC EDUCATORS TO ATTRACT AND RETAIN STUDENTS, THEREBY ENRICHING THE VITALITY OF CHORAL MUSIC PROGRAMS AND POSITIVELY IMPACTING YOUNG LIVES. AN EXEMPLARY PROGRAM UNDER OUR OUTREACH UMBRELLA IS NEXT GENERATION BARBERSHOP (NGB), TAILORED TO SINGERS AGED 25 AND UNDER. THROUGH IMMERSIVE EXPERIENCES LIKE THE NGB JUNIOR CHORUS INVITATIONAL AND THE NGB VARSITY QUARTET CONTEST, PARTICIPANTS NOT ONLY DISCOVER THE JOY OF HARMONY SINGING BUT ALSO DEVELOP ESSENTIAL LIFE SKILLS SUCH AS CONFIDENCE, DISCIPLINE, AND TEAMWORK. THE IMMERSIVE EXPERIENCE OF THE NGB JUNIOR CHORUS INVITATIONAL INCLUDES CLINICS AND WORKSHOPS BY WORLD-RENOWNED EXPERTS, CULMINATING IN A CHORUS FESTIVAL AND A SPECTACULAR CLOSING CEREMONY FEATURING ALL VOICES. THIS PROGRAM OFFERS SINGERS A MOUNTAINTOP EXPERIENCE THAT LOCKS IN A LIFELONG APPRECIATION FOR VOCAL HARMONY AND THE COMMUNAL EXPERIENCE OF THE BARBERSHOP CULTURE. THE PROGRAM FURTHER HELPS YOUNG SINGERS INCREASE THEIR CONFIDENCE, DISCIPLINE, TEAMWORK, AND CREATIVITY, HELPING THEM BECOME STRONGER LEADERS IN THEIR SCHOOLS, COMMUNITIES, AND FAMILIES. SUBSTANTIAL SCHOLARSHIPS BASED ON NEED, TRAVEL DISTANCE, AND PAST PARTICIPATION ENSURE MAXIMUM PROGRAM IMPACT. FURTHERMORE, OUR DISTRIBUTION OF SHEET MUSIC, EDUCATIONAL VIDEOS, AND LEARNING TRACKS TO MUSIC EDUCATORS HAS REACHED OVER 25,000 UNITS IN THE PAST FIVE YEARS, ENHANCING THE VIBRANCY OF CHORAL MUSIC PROGRAMS NATIONWIDE. COLLABORATIONS WITH OTHER CHORAL ORGANIZATIONS AND OPERATIONAL SUPPORT SERVICES FOR LOCAL SINGING COMMUNITIES FURTHER AMPLIFY OUR OUTREACH IMPACT, FOSTERING A THRIVING ECOSYSTEM OF HARMONY ENTHUSIASTS.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:SINGING COMMUNITY SUPPORT: THE BARBERSHOP HARMONY SOCIETY CHAMPIONS THE ADVANCEMENT OF ARTISTIC AND LEADERSHIP SKILLS WITHIN SINGING COMMUNITIES, WHILE ALSO DIVERSIFYING REVENUE STREAMS TO ENSURE SUSTAINABILITY. THROUGH OUR INITIATIVES, WE STRIVE TO ACHIEVE THE FOLLOWING OUTCOMES: ELEVATE THE OVERALL QUALITY OF LIFE FOR SINGERS AND COMMUNITIES ALIKE THROUGH THE FELLOWSHIP AND CREATIVE EXPRESSION FOSTERED BY HARMONY SINGING. ENHANCE THE ARTISTIC PROWESS OF INDIVIDUAL SINGERS AND MUSICAL LEADERS, ENABLING THEM TO MAKE A PROFOUND IMPACT ON THEIR AUDIENCES AND ATTRACT MORE INDIVIDUALS TO THE TRANSFORMATIVE POWER OF COLLECTIVE SINGING. EQUIP VOLUNTEER LEADERS WITH THE NECESSARY SKILLS TO GUIDE SINGING COMMUNITIES TOWARD LONG-TERM SUSTAINABILITY. AT THE HEART OF OUR EFFORTS LIES HARMONY UNIVERSITY (HU), A MULTIFACETED EDUCATION PROGRAM OFFERING COURSES TAILORED TO DIRECTORS, MUSIC EDUCATORS, YOUTH, AND PERFORMING ARTISTS. WHETHER THROUGH INTENSIVE SUMMER SESSIONS, LOCAL FESTIVALS, OR ONLINE MODULES, HU SERVES AS A NEXUS FOR SKILL DEVELOPMENT AND KNOWLEDGE DISSEMINATION, BENEFITING THOUSANDS OF PARTICIPANTS SINCE ITS INCEPTION. OUR HU ONE-WEEK SUMMER INTENSIVE PROGRAM HAS SERVED MORE THAN 20,000 CHORUS DIRECTORS, MUSIC EDUCATORS, ARRANGERS, CLINICIANS, COACHES, AND YOUTH PARTICIPANTS SINCE ITS INCEPTION, WHO RETURN TO THEIR LOCAL COMMUNITIES WITH THE TOOLS TO SUPPORT AND ENCOURAGE SINGING IN THEIR COMMUNITIES. HU 2024 WILL BE HELD IN DENVER, CO AT THE UNIVERSITY OF DENVER IN JULY. COURSEWORK INCLUDES MUSIC LEADERSHIP AND LIFELONG MUSIC EDUCATION, MUSIC THEORY, PERFORMANCE AND SINGING TECHNIQUES, AND COMMUNITY LEADER TRAINING. COMPLEMENTING HU ARE INITIATIVES SUCH AS THE LEADERSHIP SUMMIT, CONTEST & JUDGING PROGRAM, AND MUSIC EDUCATION AND CLINICIAN SERVICES, WHICH COLLECTIVELY EQUIP SINGING COMMUNITIES WITH THE TOOLS, RESOURCES, AND EXPERTISE NEEDED FOR SUSTAINED GROWTH AND ARTISTIC EXCELLENCE. ADDITIONALLY, OUR COMMITMENT TO MUSIC PRESERVATION ENSURES THAT A RICH TAPESTRY OF BARBERSHOP REPERTOIRE REMAINS ACCESSIBLE TO PRESENT AND FUTURE GENERATIONS OF HARMONY ENTHUSIASTS. WE PROVIDE ARTISTIC SERVICES INCLUDING LICENSING AND COPYRIGHT CLEARANCE FOR MUSIC AND PERFORMANCES, DEVELOPING AND DISTRIBUTING NEW MUSIC AND ARRANGEMENTS, AND CURATING ARCHIVAL RECORDINGS OF OVER 5,000 INDIVIDUAL TAPES, REELS, CYLINDERS, RECORDS, AND OTHER MEDIA, IN 41 DIFFERENT ANALOG FORMATS, CAPTURING 30,000 TO 100,000+ INDIVIDUAL SONGS. THE SOCIETY MAKES MUSIC IN FOUR-PART, A CAPPELLA HARMONY MORE WIDELY ACCESSIBLE BY PRODUCING AND DISTRIBUTING MORE THAN 7,000 MUSICAL ARRANGEMENTS FOR MEN'S (TTBB), WOMEN'S (SSAA), AND MIXED HARMONY (SATB) ENSEMBLES EACH YEAR. THIS REPRESENTS THE LARGEST AVAILABLE INVENTORY OF FOUR-PART A CAPPELLA AND BARBERSHOP-ORIENTED SHEET MUSIC AVAILABLE IN THE WORLD. THE SOCIETY'S OLD SONG'S LIBRARY HOLDS MORE THAN 125,000 PIECES OF MUSIC, WHICH CONTINUES TO INSPIRE MUSICIANS, HISTORIANS, AND ARRANGERS TO REINTRODUCE THESE PIECES TO THE PUBLIC. WE PROVIDE OPERATIONAL SERVICES FOR LOCAL SINGING COMMUNITIES, INCLUDING LEGAL FORMATION, INSURANCE, BOARD DEVELOPMENT, DUES COLLECTION, TECHNOLOGY PLATFORMS, ETC. THESE ARE DESIGNED TO HELP THESE COMMUNITIES OPERATE SMOOTHLY AND NIMBLY SO THAT THEIR ATTENTION CAN BE FOCUSED ON THEIR IMPACT AND ARTISTRY. CURRENTLY, OVER 85% OF CHAPTERS AGREE THAT THEY ARE VALUABLE. WITH A REACH OF OVER 220,000 PEOPLE, OUR PROGRAMS CONNECT SINGERS AND SINGING COMMUNITIES WORLDWIDE THROUGH SOCIAL MEDIA AND ONLINE EFFORTS. THROUGH THESE COMPREHENSIVE EDUCATIONAL ENDEAVORS, THE BARBERSHOP HARMONY SOCIETY AIMS TO INSPIRE, EDUCATE, AND EMPOWER INDIVIDUALS AND COMMUNITIES WORLDWIDE, FOSTERING A WORLD WHERE THE TRANSFORMATIVE POWER OF HARMONY SINGING IS UNIVERSALLY RECOGNIZED AND CELEBRATED.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND BOARD TREASURER, THEN DISCUSSED WITH MANAGEMENT AND THE PREPARER. THE ENTIRE BOARD RECEIVES A COPY VIA EMAIL TO REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH BOARD MEMBER AND MANAGEMENT STAFF RECEIVES A COPY OF THE RULES AND REGULATIONS HANDBOOK, WHICH INCLUDES A CONFLICT OF INTEREST POLICY UNDER THE GENERAL STATEMENTS OF POLICY; THE BOARD IS REMINDED OF THE CONFLICT OF INTEREST POLICY AT EACH ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT IS DETERMINED ANNUALLY BY A SALARY BUDGET THAT IS ESTABLISHED BASED ON NON-PROFIT INDUSTRY GUIDELINES. SURVEYS FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES FOR INTERNATIONAL INDIVIDUAL MEMBERSHIP ORGANIZATIONS ARE USED AS A GUIDE. THE BOARD, THROUGH THE CEO EVALUATION, COMPENSATION AND BENEFITS COMMITTEE, ESTABLISHES THE CEO'S COMPENSATION USING THESE FACTORS. OTHER MANAGEMENT SALARIES ARE ALSO COMPARED TO THE SAME SURVEY; PERFORMANCE EVALUATIONS ARE GIVEN BY THE CEO AND MAY INCLUDE A SALARY ADJUSTMENT. THE SAME PROCESS APPLIES FOR COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES, BUT IT IS RECOMMENDED BY THE INDIVIDUAL'S SUPERVISOR AND DISCUSSED BY THE STAFF HR COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, ARE POSTED ON THE SOCIETY'S WEBSITE. FINANCIAL INFORMATION FOR THE LAST 3 YEARS AND THE SOCIETY'S 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND AVAILABLE AT THE SOCIETY'S HEADQUARTERS LOCATION.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTIONS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1HARMONY FOUNDATION INTERNATIONAL INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 BROADWAY 24030AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37202ZIPCd
FieldValueIRS element (for citing)
EIN396073041EIN
Primary ActivitiesPROMOTE ASPECTS OF FOUR-PART VOCAL HARMONY AND SCHOLARSHIPS TO STUDENTSPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BARBERSHOP HARMONY SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HARMONY FOUNDATION
A$50,000CASH
HARMONY FOUNDATION
C$1,467,397CASH
HARMONY FOUNDATION
M$72,000CASH

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART V, LINE 2FormAndLineReferenceDesc
ExplanationHISTORICALLY, THE HARMONY FOUNDATION INTERNATIONAL'S BOARD OF TRUSTEES CONSISTED OF MEMBERS WHICH WERE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY AND THUS THE ORGANIZATIONS WERE CONSIDERED TO BE FINANCIALLY INTERRELATED. DURING 2023, AN AGREEMENT WAS REACHED WHERE THE SOCIETY WILL NO LONGER CONTROL A MAJORITY OF THE BOARD OF TRUSTEES FOR THE FOUNDATION. TRANSACTION AMOUNTS SHOWN INCLUDE TRANSACTIONS FOR THE FULL FISCAL YEAR.ExplanationTxt