2024-10-15T16:22:57-05:00 2023-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2023-01-01 390926339 SOCIETY FOR THE PRESERVATION & ENCOURAGE OF BARBERSHOP QUARTET SINGING IN AMERICA SOCI 6158233993 110 7TH AVENUE NORTH NASHVILLE TN 37203 ERIK P DOVE CFO/COO 8008767464 2024-10-08 1 1 KEN YOUNGSTEAD P00320901 6152427351 2024-09-26 2023 2024-10-15 13:58:12Z BARBERSHOP HARMONY SOCIETY STEVE DENINO 110 7TH AVENUE NORTH NASHVILLE TN 37203 7385231 0 X WWW.BARBERSHOP.ORG X 1938 WI THE BARBERSHOP HARMONY SOCIETY BRINGS PEOPLE TOGETHER IN HARMONY AND FELLOWSHIP TO ENRICH LIVES THROUGH SINGING. 12 12 32 650 150 0 1147945 2777323 3293891 3901631 -134008 7645 44809 142130 4352637 6828729 202867 180943 0 0 2320610 2385614 0 0 91050 2801033 2676169 5324510 5242726 -971873 1586003 4192087 6650332 4792569 5642305 -600482 1008027 X SEE SCHEDULE O 0 0 1309716 35442 1369176 SEE SCHEDULE O 1972906 30682 1838833 SEE SCHEDULE O 682241 114819 425889 SEE SCHEDULE O 182140 358161 182140 358161 4147003 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 69 0 32 1 0 1 CA 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS LA ME MD MA MI MN MS NV NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MO KY X X X ERIK P DOVE CFOCOO 6156734133 110 7TH AVE NORTH NASHVILLE TN 372033704 NOAH FUNDERBURG IMMEDIATE PAST PRESIDENT (BEG 11/23 5.00 X X 0 0 0 JOHN SANTORA PRESIDENT 10.00 X X 0 0 0 JOHN DONEHOWER IMMEDIATE PAST PRESIDENT (END 8/23 10.00 X X 0 0 0 KEVIN KELLER EXECUTIVE VP (BEG 12/23) 10.00 X X 0 0 0 DWAYNE COOPER TREASURER 10.00 X X 0 0 0 TIM MYERS BOARD TRUSTEE 10.00 X 0 0 0 MARIA CHRISTIAN BOARD TRUSTEE 5.00 X 0 0 0 JEREMY BRANN BOARD TRUSTEE 5.00 X 0 0 0 LARRY BOMBACK BOARD TRUSTEE 5.00 X 0 0 0 CHRISTIAN HUNTER BOARD TRUSTEE 5.00 X 0 0 0 JOE MCDONALD BOARD TRUSTEE 5.00 X 0 0 0 BLAIR BROWN BOARD TRUSTEE 5.00 X 0 0 0 ZACHARY MATERNE BOARD TRUSTEE 5.00 X 0 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY (END 08/23) 40.00 X 207538 0 38427 ERIK P DOVE CFO/COO 40.00 X 167024 0 20051 STEVE DENINO EXECUTIVE VP(END 09/23)/CEO BEG 9/23 10.00 X 53286 0 1650 ERIN HARRIS CPO (END 06/23) 40.00 X 102595 0 6485 530443 0 66613 3 0 1 0 AEG MANAGEMENT LOUISVILLE 1 ARENA PLAZA LOUISVILLE KY 40202 VENUE 297696 TNDV TELEVISION LLC 3710 CEDARWOOD DRIVE NASHVILLE TN 37216 EVENT PRODUCTION 233038 LOYOLA UNIVERSITY 6363 ST CHARLES AVENUE BOX 1 NEW ORLEANS LA 70118 VENUE 158213 SALESFORCE INC PO BOX 203141 DALLAS TX 75320 SOFTWARE SERVICES 136053 SODEXO 6363 ST CHARLES AVENUE BOX 243 NEW ORLEANS LA 70118 EVENT CATERING 128410 5 1467397 1309926 2777323 MEMBERSHIP DUES 900099 1838833 1838833 CONVENTIONS 711130 1369176 1369176 MUSICAL EXPERIENCE 711130 425889 425889 CHAPTER REIMBURSEMENTS 900099 165089 165089 IMAGE 711130 60118 60118 42526 42376 150 3901631 13419 13419 51552 51552 51911 55085 2600 -3174 -2600 -5774 -5774 589395 498817 90578 90578 6828729 3992059 150 59197 77819 77819 103124 103124 597057 367430 180434 49193 1453458 1230795 207614 15049 38628 34601 4027 158753 127228 27985 3540 137718 108057 25735 3926 43721 43721 70826 9071 61755 1121 1121 245215 242903 1944 368 163109 130026 28704 4379 136360 106992 25481 3887 71552 47202 24350 1024398 991133 33265 190204 190204 272403 213736 50900 7767 24086 18898 4502 686 TRAINING AND LEADERSHIP 136810 104970 31840 MUSIC EDUCATION & COMPE 131553 131553 MISCELLANEOUS 116147 60536 54528 1083 MEMBER SERVICES 48664 39808 7684 1172 5242726 4147003 1004673 91050 16038 11563 186112 309790 59713 63630 125895 93353 116475 248467 8416154 5281187 3422963 3134967 119745 334696 17430 16216 127716 2437650 4192087 6650332 235811 490335 968381 1201225 3439403 3621073 148974 329672 4792569 5642305 X -693225 -1199767 92743 2207794 -600482 1008027 4192087 6650332 1586003 22506 0 X X 0 1 X 1 0 X 2841185 3015853 3042509 1147945 2777323 12824815 2911462 902918 694213 2122534 2652043 9283170 1656389 1838983 3495372 5752647 3918771 3736722 4926868 7268349 25603357 20029 17112 7522 44663 610 1394064 1394674 20029 17722 1401586 1439337 24164020 31397 26763 62259 12106 64971 197496 31397 26763 62259 12106 64971 197496 247388 303192 550580 6031432 4248726 3798981 4938974 7333320 26351433 0.91700 0.95930 0.00750 0.00750 X 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 3 IN 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 5526689 157104 52723 30000 4438518 1267998 4107856 2652485 -1038517 146504 48631 5526689 3346675 154110 743424 101357 34996 4107856 2929057 78254 457950 108155 10431 3346675 2782964 134318 94823 68715 13333 2929057 0.82000 0.18000 0 1 1 775000 775000 4482866 2464342 2018524 3158288 2816845 341443 3134967 ACCOUNTS RECEIVABLE-HARMONY FOUNDATION 1315930 OPERATING LEASE ROU ASSET 151720 BENEFICIAL INTEREST IN HFI ENDOWMENT 970000 2437650 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS 177952 OPERATING LEASE LIABILITY 151720 329672 X 7814659 22506 462007 501417 985930 6828729 0 6828729 6206150 462007 501417 963424 5242726 0 5242726 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. 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 BUSINESS SERVICES INSURANCE, ADVERTISING, TRAVEL, TECHNOLOGY SERVICES, AND EXPENSE REIMBURSEMENTS 45246 AUSTRALIA/NEW ZEALAND 0 0 US BASED PROGRAM SERVICES EXPENSE REIMBURSEMENT 4588 EUROPE 0 0 US BASED PROGRAM SERVICES EXPENSE REIMBURSEMENT 1320 0 0 0 0 0 0 51154 0 51154 SCHOLARSHIP SUPPORT FOR NEXT GENERATION BARBERSHOP QUARTET PROGRAM IN LOUISVILLE, KY NEW ZEALAND - NEW ZEALAND QUARTET MEMBER ATTENDEES AT U.S. EVENT 8 3860 CASH 1592 REGISTRATION EXPENSE SUPPORT COST SCHOLARSHIP SUPPORT FOR NEXT GENERATION BARBERSHOP QUARTET PROGRAM IN LOUISVILLE, KY ENGLAND - ENGLISH QUARTET MEMBER ATTENDEES AT U.S. EVENT 4 1790 CASH 796 REGISTRATION EXPENSE SUPPORT COST SCHOLARSHIPS TO COVER ROOM & BOARD AT U.S. EDUCATIONAL EVENT ARGENTINA - ARGENTINIAN QUARTET MEMBER ATTENDEES AT U.S. EVENT 4 4000 NON-CASH SCHOLARSHIPS COST 0 0 0 0 0 0 PART I, LINE 2: THE 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. 1 LANS 'O LAKES DISTRICT SPEBSQSA INC 1804 CONANT STREET STEVENS POINT WI 54481 237033498 501(C)(3) TAX EXEMPT 10174 0 DISTRICT FUNDRAISING PROGRAM NAPLESFORT MYERS FLORIDA CHAPTER SPEBSQSA INC 1955 CURLING AVENUE NAPLES FL 34109 591648285 501(C)(3) TAX EXEMPT 8500 0 CHAPTER FUNDRAISING PROGRAM WADE HAMPTON HIGH SCHOOL CHORAL DEPARTMENT 100 PINE KNOLL DR GREENVILLE SC 29609 570662814 PUBLIC SCHOOL DISTRI 6000 0 FINANCIAL SUPPORT FOR SCHOOL PARTICIPATION IN THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS FESTIVAL BURLINGTON HIGH SCHOOL KORAL KLUB 400 MC CANNA PARKWAY BURLINGTON WI 53105 391851701 PUBLIC SCHOOL DISTRI 9000 0 FINANCIAL SUPPORT FOR SCHOOL PARTICIPATION IN THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS FESTIVAL 4 NON-CASH SCHOLARSHIPS TO 2023 HARMONY UNIVERSITY (NEXT GENERATION BARBERSHOP; MUSIC EDUCATOR & VOLUNTEER LEADERSHIP) 37 37000 FMV - TUITION RATES FOR PROGRAM SCHOLARSHIPS TO COVER ROOM, BOARD AND TUITION NEXT GENERATION BARBERSHOP JUNIOR CHORUS INVITATIONAL 178 35442 FMV OF EVENT REGISTRATIONS SCHOLARSHIPS TO COVER REGISTRATION EXPENSES NEXT GENERATION BARBERSHOP VARSITY QUARTET PROGRAM 68 17150 13532 BOOK VALUE - TRAVEL AND RELATED EXPENSES; FMV OF EVENT REGISTRATIONS SCHOLARSHIPS TO COVER TRAVEL & REGISTRATION EXPENSES 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. 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. X X X 1 0 0 0 0 0 0 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY (END 08/23) 170408 0 0 0 37130 0 30367 0 8060 0 245965 0 0 0 ERIK P DOVE CFO/COO 167024 0 0 0 0 0 10770 0 9281 0 187075 0 0 0 PART I, LINE 4A THE 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. FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION STATEMENT THE 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 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 11B THE 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 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 ANNUAL 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, 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 19 THE 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. HARMONY FOUNDATION INTERNATIONAL INC 901 BROADWAY 24030 NASHVILLE TN 37202 396073041 PROMOTE ASPECTS OF FOUR-PART VOCAL HARMONY AND SCHOLARSHIPS TO STUDENTS WI 501(C)(3) LINE 7 BARBERSHOP HARMONY SOCIETY 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 HARMONY FOUNDATION A 50000 CASH HARMONY FOUNDATION C 1467397 CASH HARMONY FOUNDATION M 72000 CASH SCHEDULE R, PART V, LINE 2 HISTORICALLY, 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.