2022-08-22T13:34:59-05:00 2021-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2021-01-01 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 2022-08-22 1 ERIK DOVE 999009999 KEN YOUNGSTEAD P00320901 6152427351 2022-08-22 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BARBERSHOP HARMONY SOCIETY MARTIN MONSON 110 7TH AVENUE NORTH NASHVILLE TN 37203 5196456 0 X WWW.BARBERSHOP.ORG X 1938 WI THE BARBERSHOP HARMONY SOCIETY BRINGS PEOPLE TOGETHER IN HARMONY AND FELLOWSHIP TO ENRICH LIVES THROUGH SINGING. 9 9 49 500 1520 0 1092291 1215289 2409695 2228061 33668 402943 234140 -51160 3769794 3795133 194035 76120 0 0 3086909 2372795 0 0 157215 1537997 1885736 4818941 4334651 -1049147 -539518 5931331 5301089 4724642 4956582 1206689 344507 X SEE SCHEDULE O 0 0 394160 95588 SEE SCHEDULE O 1870478 2065661 SEE SCHEDULE O 339987 1160 12627 SEE SCHEDULE O 101138 74960 101138 74960 2705763 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 118 0 1 49 1 1 1 1 CA 0 0 0 0 0 0 0 0 0 0 X 9 9 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 JOHN DONEHOWER PRESIDENT 10.00 X X 0 0 0 DICK POWELL IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 JOHN SANTORA TREASURER 10.00 X X 0 0 0 STEVE DENINO EXECUTIVE VICE PRESIDENT 10.00 X X 0 0 0 JEREMY BRANN BOARD MEMBER 5.00 X 0 0 0 BLAIR BROWN BOARD MEMBER 5.00 X 0 0 0 MARIA CHRISTIAN BOARD MEMBER 5.00 X 0 0 0 MARK FORTINO BOARD MEMBER (END 12/7/21) 5.00 X 0 0 0 CHRISTIAN HUNTER BOARD MEMBER 5.00 X 0 0 0 RANDY LOOS BOARD MEMBER 5.00 X 0 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 40.00 X 159692 0 14995 ERIK P DOVE CFO/COO 40.00 X 143084 0 14393 302776 0 29388 2 0 1 0 GREENBERG TRAURIG LLP 3333 PIEDMONT ROAD NE SUITE 2500 ATLANTA GA 30305 LEGAL SERVICES 348897 SHERRARD ROE VOIGT & HARBISON 150 3RD AVE S SUITE 1100 NASHVILLE TN 37201 LEGAL SERVICES 236908 SALESFORCE 2300 N FIELD ST DALLAS TX 75201 TECHNOLOGY 104540 3 7886 886464 320939 1215289 MEMBERSHIP DUES 900099 1827220 1827220 CHAPTER REIMBURSEMENTS 900099 125855 125855 OTHER 900099 110468 110468 CONVENTIONS 711130 95588 95588 MUSICAL EXPERIENCE 711130 65292 65292 3638 2118 1520 2228061 60754 60754 1505 1505 1397475 1004471 50815 393004 -50815 342189 342189 293372 346037 -52665 -52665 3795133 2173876 1520 404448 74960 74960 1160 1160 332164 181830 106662 43672 1651286 1301271 287238 62777 61553 48174 10934 2445 183514 141490 33742 8282 144278 108185 28483 7610 637889 637889 41768 41768 50112 7579 38783 3750 2282 2282 175787 170971 3910 906 124398 98473 25925 7887 2346 5541 49237 49237 85384 85384 263262 197405 51971 13886 22026 16515 4349 1162 EQUIPMENT RENTAL & MAIN 208406 161754 36816 9836 MISCELLANEOUS 140030 78568 61462 MEMBER SERVICES 58992 45287 10816 2889 MUSIC EDUCATION & COMPE 18276 18276 4334651 2705763 1471673 157215 16740 37998 173317 140153 34771 17914 192560 170988 122411 159591 8400831 4685834 4046895 3714997 1289789 813864 7292 17414 47556 228170 5931331 5301089 379002 249205 1519431 1250739 2662970 3302050 163239 154588 4724642 4956582 X 1170061 239866 36628 104641 1206689 344507 5931331 5301089 -539518 -322664 0 X X 0 1 X 1 0 X 2657238 2755419 2841185 3015853 3042509 14312204 2897005 2997103 2911462 902918 694213 10402701 5554243 5752522 5752647 3918771 3736722 24714905 20029 20029 0 20029 20029 24694876 83380 55875 31397 26763 62259 259674 83380 55875 31397 26763 62259 259674 208995 242362 247388 303192 1001937 5846618 6050759 6031432 4248726 3798981 25976516 0.95070 0.94840 0.01000 0.00780 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CHAPTER PROGRAMS - 2017 AMOUNT: $ 177,874. 2018 AMOUNT: $ 181,717. 2019 AMOUNT: $ 183,531. 2020 AMOUNT: $ 205,056. 2021 AMOUNT: $ 0. MISCELLANEOUS - 2017 AMOUNT: $ 31,121. 2018 AMOUNT: $ 60,645. 2019 AMOUNT: $ 63,857. 2020 AMOUNT: $ 98,136. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 3346675 154110 743424 101357 0 34996 4107856 2929057 78254 457950 108155 0 10431 3346675 2782964 134318 94823 68715 0 13333 2929057 2314481 381974 173433 50105 0 36819 2782964 1935312 59865 368064 39745 0 9015 2314481 1.00000 0 1 1 775000 775000 4482866 2164159 2318707 3142965 2521675 621290 3714997 DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS 154588 154588 X 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, 2021 AND 2020. 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 ORGANIZATION AND THE RELATED ORGANIZATION, HARMONY FOUNDATION INTERNATIONAL, INC., MAINTAIN SEVERAL ENDOWMENT FUNDS. DISTRIBUTIONS FROM THE GENERAL ENDOWMENTS AND THE FOUNDATION'S PROGRAM-RESTRICTED ENDOWMENTS BENEFIT MUSIC/MUSIC EDUCATION, OUTREACH, SCHOLARSHIPS, OR YOUTH PROGRAMS. IN ADDITION, THE PROGRAM-RESTRICTED HERITAGE FUNDS BENEFIT PRESERVATION PROJECTS OF THE BARBERSHOP GENRE AND HISTORICAL COLLECTIONS. DISTRIBUTIONS FROM THE ASSOCIATES FUNDS PROVIDE GRANTS TO THE BARBERSHOP HARMONY SOCIETY CHAPTERS AND DISTRICTS OR OTHER ASSOCIATES THAT ALIGN WITH THE FOUNDATION'S AND SOCIETY'S MISSION. 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 CONSOLIDATED FINANCIAL STATEMENTS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 BUSINESS SERVICES INSURANCE, ADVERTISING, TRAVEL, TECHNOLOGY SERVICES, AND EXPENSE REIMBURSEMENTS 22269 0 0 0 0 0 0 22269 0 22269 0 0 0 0 0 0 PART I, LINE 2: THE SOCIETY MAINTAINS RECORDS TO SUBSTANTIATE AMOUNTS; THE SOCIETY'S EXPENDITURES IN CANADA RELATE TO PAYMENTS FOR PROGRAM SERVICES, MEMBERSHIP SERVICES, TECHNOLOGY CONSULTING SERVICES, INSURANCE, BANK FEES AND EVENTS. IN ADDITION, THERE WERE PAYMENTS TO DISTRICTS AND REIMBURSMENT CHECKS ISSUED. PART III ACCOUNTING METHOD: X X X 0 0 0 0 0 0 0 0 0 MARTIN MONSON NON-VOTING CEO/SECRETARY 159692 0 0 0 0 0 5302 0 9693 0 174687 0 0 0 ERIK P DOVE CFO/COO 143084 0 0 0 0 0 4636 0 9757 0 157477 0 0 0 PART I, LINE 7 THE CEO EVALUATION AND COMPENSATION COMMITTEE ANNUALLY NEGOTIATES A SET OF METRICS USED TO DETERMINE THE CEO'S ANNUAL BONUS AND INCENTIVE COMPENSATION. THE COMMITTEE REVIEWS THE CEO'S PERFORMANCE WITH THE CEO AND MAKES AN AWARD RECOMMENDATION TO THE BOARD. THE BOARD THEREAFTER DISCUSSES AND APPROVES THE FINAL AWARD. THE CEO HAS ADOPTED A SIMILAR APPROACH TO CREATE METRICS TO AWARD ANNUAL BONUSES FOR OTHER KEY EMPLOYEES. THESE ANNUAL BONUSES WERE PAUSED IN 2021 AND NO PAYMENTS WERE MADE. FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION STATEMENT THE MISSION OF THE BARBERSHOP HARMONY SOCIETY (ALSO KNOWN AS "SPEBSQSA", "THE SOCIETY", OR "BHS") IS TO BRING PEOPLE TOGETHER IN HARMONY AND FELLOWSHIP TO ENRICH LIVES THROUGH SINGING. FOUNDED IN 1938 AS THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INCORPORATED (SPEBSQSA), THE SOCIETY PRESERVES AND PROPAGATES THE REACH OF BARBERSHOP MUSIC, A UNIQUELY AMERICAN, CLOSE HARMONY STYLE OF SINGING WITH STRONG ROOTS IN AFRICAN-AMERICAN COMMUNITIES. BHS IS THOUGHT TO BE ONE OF THE WORLD'S LARGEST SINGING ORGANIZATIONS, WITH MORE THAN 13,000 OFFICIAL MEMBERS AND OVER 1,400 REGISTERED CHORUSES AND QUARTETS ACROSS NORTH AMERICA. WHEN PEOPLE SING TOGETHER, THEIR LIVES ARE IMPROVED ON MANY LEVELS AND, IN TURN, OUR COMMUNITIES ARE HEALTHIER AND MORE VIBRANT PLACES TO LIVE. WITH A LEGACY OF IMPACTING COMMUNITIES ACROSS THE WORLD FOR MORE THAN 80 YEARS AND A STRATEGIC VISION OF "EVERYONE IN HARMONY," THE SOCIETY HAS FOCUSED ITS MISSION-DRIVING ACTIVITIES AROUND FOUR MAIN IMPACT AREAS. THESE IMPACT AREAS ARE: 1. MUSIC EDUCATION: BHS SUPPORTS THE SUCCESS OF MUSIC EDUCATORS THROUGH SCHOLARSHIPS, FREE MUSIC, AND EDUCATIONAL RESOURCES TO ENRICH THE LIVES OF STUDENTS THROUGH SINGING. 2. YOUTH: BHS ENERGIZES YOUNG PEOPLE OF EVERY BACKGROUND WITH AMAZING EVENTS, SCHOLARSHIPS, MUSIC, AND PERFORMANCES THAT HELP THEM IN THE HERE-AND-NOW WHILE KINDLING A LIFELONG LOVE OF SINGING. 3. PRESERVATION: BHS LEVERAGES OUR VAST HISTORIC ARCHIVES TO PRESERVE THE PAST- WHILE CREATING THE FUTURE- FOR EVERY GENERATION OF SINGERS. 4. SINGING COMMUNITY HEALTH: BHS BUILDS AND STRENGTHENS THOUSANDS OF COMMUNITIES, FROM OUR ORIGINAL ALL-MALES GROUPS TO THE DIVERSE GROUPS THAT HAVE FLOURISHED SINCE WE WELCOMED ALL PEOPLE AS MEMBERS IN 2018. THESE INTERGENERATIONAL SINGING COMMUNITIES CULTIVATE SHARED EXPERIENCES, LIFELONG FRIENDSHIPS, AND ROLE MODELS THAT SUPPORT SINGERS IN ALL ASPECTS OF THEIR LIVES. THE BARBERSHOP HARMONY SOCIETY BELIEVES THAT WHAT WE OFFER THE EXPERIENCE OF SINGING TOGETHER IN HARMONY IS MEANINGFUL TO ALL PEOPLE, AND SHOULD THEREFORE BE ACCESSIBLE TO EVERYONE. THE SOCIETY IS COMMITTED TO SUPPORTING AND ENCOURAGING THE BENEFITS OF SINGLE-GENDER SINGING EXPERIENCES AS WELL AS SINGING EXPERIENCES FOR ALL VOICES. EACH SINGING COMMUNITY IS ENCOURAGED AND SUPPORTED IN DETERMINING ITS PURPOSE AND MISSION IN ITS LOCAL COMMUNITY. THE SOCIETY'S STRATEGIC VISION OF EVERYONE IN HARMONY ALLOWS MORE SINGING COMMUNITIES THE OPPORTUNITY TO SING IN ALL IMAGINABLE CONFIGURATIONS. THE BENEFITS OF VARIOUS SINGING EXPERIENCES ARE EQUALLY IMPORTANT TO OUR HUMANITY AND CULTURAL WELL-BEING. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EVENTS -- BHS COORDINATES SERVICES FOR EVENT PROGRAMS THAT ENABLE SINGING COMMUNITIES TO SHOWCASE THEIR TALENTS IN NORTH AMERICA AND AROUND THE GLOBE. AS A RESULT OF THESE PROGRAMS: 1) SINGING COMMUNITIES GROW MUSICALLY AND ADMINISTRATIVELY, INCREASE THEIR IMPACT, AND BECOME MORE SUSTAINABLE; 2) MORE SINGING COMMUNITIES ARE FORMED; 3) MORE SINGERS JOIN THESE COMMUNITIES; AND 4) THESE GROUPS BECOME INTEGRAL PARTS OF THEIR LOCAL COMMUNITIES. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: THE SOCIETY PRODUCES LOCAL, REGIONAL, AND INTERNATIONAL CONVENINGS THAT SHOWCASE, ADVANCE, AND CELEBRATE THE BARBERSHOP ART FORM. THESE EVENTS INCLUDE CONTESTS, CLASSES, PARTICIPATORY SINGING EVENTS AND CELEBRATIONS, SHOWS, AND FELLOWSHIP. THE SUMMER INTERNATIONAL CONVENTION IS OUR LARGEST EVENT. IT INCLUDES THE WORLD CHAMPIONSHIPS FOR BARBERSHOP QUARTET AND CHORUS PERFORMANCES, A "NEXT GENERATION" QUARTET AND CHORUS YOUTH CONTEST, EDUCATIONAL CLASSES, OUTREACH AND SERVICE PROJECTS IN THE LOCAL COMMUNITY, AND A SPECTACULAR CLOSING CELEBRATION WHERE THOUSANDS SING "KEEP THE WHOLE WORLD SINGING" TO CONCLUDE THE WEEK-LONG EVENT. THE MIDWINTER CONVENTION IS AN INTERGENERATIONAL SINGING CELEBRATION THAT KICKS OFF EACH YEAR AND INCLUDES A "NEXT GENERATION" CHORUS AND QUARTET FESTIVAL, A SENIORS CONTEST, MORE HARMONY UNIVERSITY CLASSES, AND SHOWCASE PERFORMANCES FROM TOP GROUPS. CONVENTIONS, CONTESTS, AND FESTIVALS ARE PRODUCED AT THE DISTRICT LEVEL AS WELL. EACH DISTRICT PRODUCES ONE TO THREE EVENTS EACH YEAR. ABOUT 20,000 ATTEND THE INTERNATIONAL LEVEL AND DISTRICT EVENTS ANNUALLY, WITH MANY ATTENDING YEAR AFTER YEAR. FINALLY AND MOST IMPORTANTLY, MOST OF OUR 1,400+ CHORUSES AND QUARTETS ALSO PRODUCE PUBLIC PERFORMANCES AND SHOWS. WE ESTIMATE OVER 200,000 HAVE ATTENDED AN IN-PERSON BHS EVENT IN THE PAST FIVE YEARS WITH OVER 16 MILLION MORE SEEING ONLINE BARBERSHOP PERFORMANCES ANNUALLY. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: OUTREACH -- BHS CONDUCTS MUSIC EDUCATOR AND YOUTH-FOCUSED OUTREACH PROGRAMS, CREATES PARTNERSHIPS WITH OTHER CHORAL ORGANIZATIONS, DISTRIBUTES FREE RESOURCES, AND PRODUCES EVENTS THAT INCREASE ACCESS TO HARMONY SINGING, SUPPORT MUSIC EDUCATORS, AND PROMOTE THE VALUE OF SINGING TOGETHER FOR BOTH THE SINGER AND THE SINGER'S COMMUNITY. AS A RESULT OF THESE PROGRAMS, 1) SINGERS EXPERIENCE A HIGHER QUALITY OF LIFE OVERALL; 2) COMMUNITIES THRIVE THROUGH FELLOWSHIP AND HARMONY CREATION; 3) YOUNG PEOPLE RECEIVE MUSIC EDUCATION AND SING TOGETHER, WHICH HELPS THEM DEVELOP AND GROW INTO HEALTHY, WELL-ROUNDED ADULTS; 4) LIVES ARE ENHANCED, LIFELONG SINGING FLOURISHES, AND PERCEIVED DIFFERENCES BREAK DOWN BETWEEN GROUPS WHEN PEOPLE SING TOGETHER ACROSS GENERATIONS AND CULTURES; 5) WHEN PEOPLE FACING SIGNIFICANT CHALLENGES SING TOGETHER, IT HELPS THEM NAVIGATE THOSE CHALLENGES AND EMERGE STRONGER. WITH 80+ YEARS OF EXPERIENCE WITH ALL-MALE GROUPS SPECIFICALLY, YOUNG MEN AND ADULT MEN ALIKE IN BHS HAVE OVERCOME CHALLENGES THROUGHOUT THE LIFE OF THEIR SINGING EXPERIENCE (E.G.- INCREASING THEIR CONFIDENCE AND VULNERABILITY), WHICH HELPS THOSE MEN BE BETTER HUSBANDS, FATHERS, BROTHERS, AND CONTRIBUTING MEMBERS OF SOCIETY. WE ASPIRE TO DRAW UPON THOSE YEARS OF EXPERIENCE TO SUPPORT ALL SINGERS AND THEIR PERSONAL JOURNEYS. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: NEXT GENERATION BARBERSHOP (NGB) IS OUR SIGNATURE OUTREACH PROGRAM. IT HELPS SINGERS UP TO AGE 25 DISCOVER THEIR VOICES AND FIND THE JOY OF SINGING TOGETHER. WE OFFER DISTINCT PROGRAMS FOR SINGERS IN GRADES 6-12, AND POST-HIGH SCHOOL IN MEN'S, WOMEN'S, OR MIXED VOICE ENSEMBLES. THE NEXT GENERATION BARBERSHOP JUNIOR CHORUS INVITATIONAL, FOR MALE, FEMALE AND MIXED VOICES, AGE 18 AND UNDER, IS OUR MOST POPULAR PROGRAM, TRADITIONALLY WITH MORE THAN 600 YOUNG PARTICIPANTS EACH YEAR. THE THREE-DAY IMMERSION INCLUDES CLINICS AND WORKSHOPS BY THE LIKES OF KIRBY SHAW AND DEKE SHARON, CULMINATING IN A CHORUS FESTIVAL AND A SPECTACULAR CLOSING CEREMONY FEATURING ALL VOICES. THIS PROGRAM OFFERS SINGERS MOUNTAINTOP EXPERIENCES THAT LOCK IN A LIFELONG APPRECIATION FOR VOCAL HARMONY AND THE COMMUNAL EXPERIENCE OF BARBERSHOP CULTURE. IN ADDITION, THIS PROGRAM HELPS YOUNG SINGERS INCREASE THEIR CONFIDENCE, DISCIPLINE, TEAMWORK, AND CREATIVITY, HELPING THEM BECOME STRONGER LEADERS IN THEIR SCHOOLS, COMMUNITIES, AND FAMILIES. IT INSPIRES, CULTIVATES, AND SHOWCASES YOUTH WHO SING AND WHO, IN TURN, INSPIRE OTHER YOUTH TO SING. IT ALSO CULTIVATES AND SHOWCASES SUCCESSFUL ROLE MODELS, LIKE 2017 GUEST CLINICIAN FRANCISCO NUNEZ, WHO INSPIRE OTHER YOUTH TO SING. FINALLY, IT HELPS MUSIC EDUCATORS ATTRACT MORE YOUNG MALE SINGERS, THEREBY IMPROVING THE VITALITY AND IMPACT OF THEIR CHORAL MUSIC PROGRAMS. IN 2023, THE NGB JUNIOR CHORUS INVITATIONAL WILL BE HELD IN DAYTONA BEACH, FLORIDA WHERE WE WILL BE PARTNERING AGAIN WITH THE NASHVILLE SONGWRITERS ASSOCIATION INTERNATIONAL TO PREMIERE ORIGINAL WORKS BY A NUMBER OF THESE PARTICIPATING CHORUSES. THIS EVENT IS A CULMINATION OF A YEAR-LONG VIRTUAL COLLABORATION OF SONGWRITERS AND THESE YOUTH ENSEMBLES STARTED IN 2021 TO SHOW THAT EVEN IN A PANDEMIC, INNOVATION, CREATIVITY, AND HARMONY SINGING PERSEVERES. SUBSTANTIAL SCHOLARSHIPS BASED ON NEED, TRAVEL DISTANCE, AND PAST PARTICIPATION ENSURE MAXIMUM PROGRAM IMPACT. THE NEXT GENERATION VARSITY QUARTET CONTEST IS FOR ALL VOICES, AGE 25 AND UNDER. OVER 200 YOUNG SINGERS PER YEAR HAVE PARTICIPATED IN THIS SHOWCASE ADJUDICATED IN FRONT OF THOUSANDS OF SUPPORTIVE BARBERSHOP FANS. FIVE QUARTETS HAVE GONE ON TO BECOME INTERNATIONAL CHAMPIONS AND OVER 95% OF BARBERSHOPPERS THAT PARTICIPATE AT THIS LEVEL REMAIN INVOLVED IN BARBERSHOP AND SINGING LATER IN LIFE. DOZENS OF NEXT GENERATION VARSITY ALUMNI ARE NOW IN KEY MUSICAL LEADERSHIP POSITIONS THROUGHOUT THE SOCIETY AND IN THEIR LOCAL COMMUNITIES. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THE EVENT ACCESSIBLE TO ALL. 2022 WILL BE THE FIRST YEAR WHERE ALL GENDERS ARE WELCOMED TO PARTICIPATE. THE NEXT GENERATION VARSITY CHORUS INVITATIONAL, FOR ALL VOICES, AGE 25 AND UNDER, DEBUTED IN JULY 2018 AT OUR INTERNATIONAL CONVENTION IN ORLANDO. THE WEEK'S ACTIVITIES FEATURED THE CONTEST, ADJUDICATED BY CERTIFIED BHS JUDGES AND PERFORMED FOR A LARGE CROWD, AND AN HONORS CHORUS THAT PERFORMED TWO SONGS IN VARIOUS VENUES THROUGHOUT THE WEEK. WORLD-CLASS COACHES WORK WITH THE GROUP TO BRING IT TO PEAK PERFORMANCE. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THE EVENT ACCESSIBLE TO ALL. THE NEXT GENERATION JUNIOR QUARTET CONTEST, FOR ALL VOICES, AGE 18 AND UNDER, DEBUTED IN 2019 AT THE GRAND OLE OPRY IN NASHVILLE, AND HAD RECORD PARTICIPATION FOR ITS SECOND YEAR IN JACKSONVILLE IN 2020. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THIS ACCESSIBLE TO ALL. WE DISTRIBUTE SHEET MUSIC, EDUCATIONAL VIDEOS, LEARNING TRACKS, AND BARBERSHOP STARTER KITS, FREE OF CHARGE, TO MUSIC EDUCATORS. WE'VE PROVIDED MORE THAN 25,000 UNITS AT NO COST IN THE LAST FIVE YEARS. WE PARTNER WITH OTHER ORGANIZATIONS FOCUSED ON THE CHORAL ARTS TO ADVANCE THE IDEA OF CLOSE HARMONY SINGING. 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. WE CONNECT SINGERS AND SINGING COMMUNITIES WORLDWIDE THROUGH SOCIAL MEDIA AND ONLINE EFFORTS. WE HAVE A SOCIAL MEDIA FOLLOWING OF OVER 220,000 PEOPLE. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: SINGING COMMUNITY SUPPORT -- WE OPERATE EDUCATIONAL PROGRAMS AND DISSEMINATE BEST PRACTICES THAT ADVANCE THE ARTISTIC SKILLS OF SINGERS, ARTISTIC/MUSICAL DIRECTORS, AND MUSIC EDUCATORS, AND THE LEADERSHIP SKILLS OF THE VOLUNTEER LEADERS OF LOCAL SINGING COMMUNITIES. IN ADDITION, WE INCREASE OUR IMPACT BY BUILDING DIVERSIFIED REVENUE STREAMS, INCLUDING EARNED INCOME, INDIVIDUAL PHILANTHROPY, AND INSTITUTIONAL PHILANTHROPY. AS A RESULT OF THESE PROGRAMS: THE ARTISTIC SKILLS OF INDIVIDUAL SINGERS AND THEIR MUSICAL LEADERS IMPROVE SO THAT THEY INCREASE THE POSITIVE IMPACT THEY MAKE UPON THEIR AUDIENCES, AND ATTRACT MORE PEOPLE TO THE TRANSFORMATIONAL POWER OF SINGING TOGETHER; THE LEADERSHIP SKILLS OF VOLUNTEER LEADERS INCREASE SO THAT THE SINGING COMMUNITIES BECOME MORE SUSTAINABLE; MUSIC EDUCATORS ATTRACT MORE STUDENTS (INCLUDING YOUNG MEN) TO THEIR CHOIRS, INCREASE THE IMPACT OF THEIR PROGRAMS ON YOUNG LIVES, AND IMPROVE THE OVERALL VITALITY OF THEIR CHORAL MUSIC PROGRAMS. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: HARMONY UNIVERSITY (HU) IS OUR SIGNATURE EDUCATION PROGRAM. IT INCLUDES A DIRECTORS COLLEGE, MUSIC EDUCATORS COLLEGE, NEXT GENERATION YOUTH COLLEGE, PERFORMING ARTS COLLEGE (QUARTETS AND CHORUSES), AND HARMONY COLLEGE. HARMONY UNIVERSITY IS DELIVERED THROUGH MULTIPLE CHANNELS, INCLUDING A ONE-WEEK SUMMER INTENSIVE; COURSES AT LOCAL, REGIONAL, AND INTERNATIONAL FESTIVALS; AND ONLINE OFFERINGS FOR MUSIC EDUCATORS, MEMBERS, SINGING COMMUNITY LEADERS, AND THE CURIOUS GENERAL PUBLIC. AN ESTIMATED 20,000 HAVE ATTENDED THE HU ONE-WEEK SUMMER INTENSIVE SINCE ITS INCEPTION, AND IN RECENT YEARS HARMONY UNIVERSITY HAS CONSISTENTLY SERVED MORE THAN 600-700 ATTENDEES PER YEAR. IN 2022, HU WILL BE HELD IN NEW ORLEANS, LA AT LOYOLA UNIVERSITY. ABOUT 150 EACH YEAR ATTEND ON MUSIC EDUCATOR, CHORUS DIRECTOR, OR YOUTH SCHOLARSHIPS. OVER 500 MUSIC EDUCATORS HAVE BEEN PART OF HU IN THE LAST FIVE YEARS. THIS IS A KEY PIECE OF OUR EFFORT TO SUPPORT SCHOOL MUSIC PROGRAMS. WE ALSO OFFER HU PROGRAMMING AT OUR MIDWINTER AND INTERNATIONAL CONVENTIONS. THESE PROGRAMS HAVE SERVED 9,500 STUDENTS WITH OVER 300 PRIVATE LESSONS AND 2000 FORMAL ENSEMBLE SINGERS IN OUR "ALL CHAPTER AND "EVERYONE IN HARMONY" MASS CHORUSES AS WELL AS OUR COMMUNITY SING-OUTS DURING THE WEEK OF INTERNATIONAL IN THE LOCAL COMMUNITY. WE ARE RAPIDLY GROWING OUR ONLINE OFFERINGS, WITH NOW OVER 100 DISTINCT CLASSES, AVAILABLE 24/7. OFFERINGS INCLUDE LIVE STREAM EVENTS, ON-DEMAND CONTENT, AND ONLINE CLASSROOM SERIES AS WELL AS ARCHIVED HARMONY UNIVERSITY TUTORIALS ON WARM-UPS, BARBERSHOP HISTORY, AND BEST PRACTICES IN COACHING AND DIRECTING. COURSEWORK INCLUDES MUSIC LEADERSHIP AND LIFELONG MUSIC EDUCATION, MUSIC THEORY, PERFORMANCE AND SINGING TECHNIQUES, AND COMMUNITY LEADER TRAINING. BHS SUPPORTS THE HEALTH AND VITALITY OF LOCAL SINGING COMMUNITIES BY DELIVERING A WIDE RANGE OF TOOLS, RESOURCES, AND BEST PRACTICES TO OUR GRASSROOTS COMMUNITIES. BHS ALSO PRODUCES AN ANNUAL LEADERSHIP SUMMIT (INTENSIVE TRAINING FOR COMMUNITY LEADERS) AND MANAGES A CADRE OF VOLUNTEER CERTIFIED LEADERSHIP FACILITATORS WHO HAVE DEVELOPED A METHODOLOGY FOR WORKING 1:1 WITH LOCAL SINGING COMMUNITIES TO CRAFT SUSTAINABILITY PLANS. LEADERSHIP TRAINING EVENTS ARE DELIVERED AT THE DISTRICT LEVEL AS WELL. CONTEST & JUDGING (C&J) IS OUR CERTIFICATION AND EVALUATION PROGRAM THAT ASSESSES MUSICAL PERFORMANCES AND PROVIDES REAL-TIME COACHING AND FEEDBACK TO PARTICIPATING SINGERS. C&J INVOLVES 160 DEEPLY VETTED, HIGHLY TRAINED ARTISTIC EVALUATORS AND ADMINISTRATORS IN THE CATEGORIES OF SINGING, MUSIC, PERFORMANCE, AND CONTEST ADMINISTRATION. THEIR WORK IS KEY IN HELPING AN ENSEMBLE ESTABLISH ITS ARTISTIC BENCHMARK AND TO CONTINUE TO IMPROVE AND SURPASS THAT BENCHMARK. C&J HAS CONDUCTED OVER 250,000 PERFORMANCE EVALUATIONS IN THE LAST DECADE. MUSIC EDUCATION AND CLINICIAN SERVICES ARE AVAILABLE TO TRAVELING HIGH SCHOOL AND COLLEGE GROUPS WHO HIRE BHS STAFF AS CLINICIANS THIS INCLUDES LEADERS FOR ALL-STATE CHOIRS, DISTRICT EDUCATIONAL EVENTS, AND EVEN IN PARTNERSHIP WITH TRAVEL COMPANIES WHO HIRE STAFF MUSIC EDUCATORS TO WORK WITH THEIR CHOIRS WHILE ON TOUR IN NASHVILLE. 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. ANNUALLY, WE ALSO PROVIDE CLEARANCE SERVICES FOR NEARLY 1,000 PRIVATELY COMMISSIONED NEW PIECES. LEARNING MEDIA, INSTRUCTION, AND ASSISTANCE ARE ALSO PROVIDED TO INDIVIDUALS, QUARTETS, AND CHORUSES TO HELP THEM LEGALLY OBTAIN MUSICAL ARRANGEMENTS FOR PERFORMING, COMPETING, RECORDING, AND SHARING. IN TOTAL, THE SOCIETY'S EDUCATIONAL PROGRAMS, INCLUDING SCHOOLS, CAMPS, WORKSHOPS, AND SEMINARS REACH WELL OVER 60,000 PEOPLE ANNUALLY. 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 COMMITTEE (FORMERLY KNOWN AS THE EXECUTIVE COMPENSATION 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. 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) SECTION 170 (B)(1)(A BARBERSHOP HARMONY SOCIETY 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CONTRIBUTION FROM HARMONY FDN INT INC C 7886 CASH FUNDRAISING BY HARMONY FDN ON BEHALF OF SOCIETY M 7886 CASH