Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 2,609,437 | 3,127,838 | 3,093,281 | 2,657,238 | 2,755,419 | 14,243,213 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 3,006,703 | 2,895,612 | 2,752,344 | 2,897,005 | 2,997,103 | 14,548,767 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 5,616,140 | 6,023,450 | 5,845,625 | 5,554,243 | 5,752,522 | 28,791,980 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support. (Subtract line 7c from line 6.) | 28,791,980 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 5,616,140 | 6,023,450 | 5,845,625 | 5,554,243 | 5,752,522 | 28,791,980 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 51,072 | 31,987 | 23,063 | 83,380 | 55,875 | 245,377 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 19,803 | 19,803 | ||||
| c | Add lines 10a and 10b. | 70,875 | 31,987 | 23,063 | 83,380 | 55,875 | 265,180 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 252,608 | 212,200 | 237,084 | 208,995 | 242,362 | 1,153,249 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 5,939,623 | 6,267,637 | 6,105,772 | 5,846,618 | 6,050,759 | 30,210,409 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | CHAPTER PROGRAMS - 2014 AMOUNT: $ 184,551. 2015 AMOUNT: $ 166,638. 2016 AMOUNT: $ 165,022. 2017 AMOUNT: $ 177,874. 2018 AMOUNT: $ 181,717. MISCELLANEOUS - 2014 AMOUNT: $ 68,057. 2015 AMOUNT: $ 45,562. 2016 AMOUNT: $ 72,062. 2017 AMOUNT: $ 31,121. 2018 AMOUNT: $ 60,645. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION STATEMENT | THE BARBERSHOP HARMONY SOCIETY (ALSO KNOWN AS "SPEBSQSA", THE "SOCIETY", OR "BHS") IS THOUGHT TO BE THE WORLD'S LARGEST SINGING ORGANIZATION, WITH MORE THAN 20,000 MEMBERS ACROSS NORTH AMERICA, IN 700 LOCAL CHAPTERS AND ORGANIZED ACROSS 17 DISTRICTS. AFFILIATED SINGING ORGANIZATIONS IN MORE THAN A DOZEN COUNTRIES BRING THE TOTAL NUMBER OF KNOWN, ACTIVE SINGERS TO MORE THAN 70,000 WORLDWIDE. FOUNDED IN 1938 AS THE SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBER SHOP QUARTET SINGING IN AMERICA, INC. (SPEBSQSA), THE SOCIETY PRESERVES AND EXTENDS THE REACH OF BARBERSHOP MUSIC, A UNIQUELY AMERICAN, CLOSE HARMONY CHORAL SINGING FORM WHICH HAS ITS ROOTS IN AFRICAN-AMERICAN COMMUNITIES AT THE TURN OF THE 20TH CENTURY. WITH AN EIGHTY-YEAR LEGACY OF PRESERVING AND PROMOTING THE ART OF BARBERSHOP SINGING, THE VISION OF THE BARBERSHOP HARMONY SOCIETY IS "EVERYONE IN HARMONY." BY THIS, WE MEAN A WORLD WHERE LITERALLY EVERY PERSON'S LIFE IS ENHANCED BY THE JOY AND BENEFITS OF SINGING TOGETHER. WHEN PEOPLE SING TOGETHER, THEIR LIVES ARE IMPROVED ON MANY LEVELS AND IN TURN, OUR COMMUNITIES ARE HEALTHIER AND MORE VIBRANT PLACES TO LIVE. SINGING TOGETHER HELPS PEOPLE WORK THROUGH AND OFTEN RESOLVE VARIOUS PERSONAL AND INTERPERSONAL CHALLENGES, WHICH CAN LEAD TO A REDUCTION IN THE SOCIAL COSTS OF THOSE CHALLENGES. WHEN YOUNG PEOPLE RECEIVE MUSIC EDUCATION AND SING TOGETHER, IT HELPS THEM LEARN; DEVELOP SOCIAL SKILLS, COLLABORATION, TRUST AND ACCOUNTABILITY; AND BECOME HEALTHIER ADULTS. WHEN PEOPLE SING TOGETHER ACROSS CULTURES OR GROUPS, IT UNIFIES THEM AND REDUCES BARRIERS TO AUTHENTIC, HUMAN CONNECTION. OUR EIGHTY-YEAR EXPERIENCE SHOWS THAT, WHEN BOYS AND MEN SING TOGETHER, IT HAS AN IMPORTANT EFFECT ON CREATING A SAFE SPACE TO EXPAND THE CONCEPTS OF MASCULINITY, MALE IDENTITY AND VULNERABILITY. OUR CURRENT PROGRAMS ARE ORGANIZED AROUND FOUR "PILLARS" OF IMPACT AND OUTCOMES. -THROUGH THE MEDIUM OF BARBERSHOP HARMONY, WE MAINTAIN AND EXPAND SUPPORTIVE SERVICES FOR GLOBAL SINGING COMMUNITIES; -THROUGH THE MEDIUM OF BARBERSHOP HARMONY, WE ELEVATE ARTISTIC AND LEADERSHIP SKILLS THROUGH EDUCATION AND BEST PRACTICES; -THROUGH THE MEDIUM OF BARBERSHOP HARMONY, WE ESTABLISH LIFELONG SINGING AS A CORE COMMUNITY ASSET; -WE INCREASE OUR IMPACT BY BUILDING DIVERSIFIED REVENUE STREAMS INCLUDING EARNED INCOME, INDIVIDUAL PHILANTHROPY AND INSTITUTIONAL PHILANTHROPY. AFTER OUR JUNE 2017 ANNOUNCEMENT OF OUR NEW STRATEGIC VISION, EVERYONE IN HARMONY, IN JUNE 2018 WE OPENED MEMBERSHIP TO EVERYONE. 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 PEOPLE IN ALL COMBINATIONS. SINCE THE ANNOUNCEMENT OF THE STRATEGIC VISION LAST JUNE, THE SOCIETY BOARD AND STAFF LEADERSHIP HAVE BEEN INVOLVED IN ONGOING DISCUSSIONS ABOUT THE BEST WAY TO ACHIEVE THE VISION OF EVERYONE IN HARMONY. GOING FORWARD, EVERYONE IS WELCOME TO BE A MEMBER OF THE BARBERSHOP HARMONY SOCIETY. THE SOCIETY IS COMMITTED TO SUPPORTING AND ENCOURAGING THE BENEFITS OF SINGLE GENDER SINGING EXPERIENCES AS WELL AS MIXED GENDER EXPERIENCES...NONE OF WHICH ARE MUTUALLY EXCLUSIVE. EACH SOCIETY SINGING COMMUNITY HAS THE OPPORTUNITY TO DETERMINE ITS MISSION IN ITS LOCAL COMMUNITY. PART OF THAT EVALUATION INCLUDES CONSIDERING WHAT ROLE GENDER PLAYS IN THIS EXPERIENCE. MANY SOCIETY CHAPTERS OFFER A UNIQUE SINGLE-GENDER EXPERIENCE IN WHICH INVOLVED, COMPASSIONATE ADULTS OF ALL AGES MENTOR YOUNG PEOPLE. THIS EXPERIENCE IS CORE TO THE VALUE BEING OFFERED. THESE INTERGENERATIONAL SINGING COMMUNITIES CULTIVATE SHARED EXPERIENCES, LIFELONG FRIENDSHIPS AND ROLE MODELS THAT SUPPORT SINGERS IN ALL ASPECTS OF THEIR LIVES. THE EXPANSION OF THE SOCIETY'S VISION TO EVERYONE IN HARMONY ALLOWS MORE SINGING COMMUNITIES THE OPPORTUNITY TO SING WITH YOUTH AND ADULTS IN ALL GENDER CONFIGURATIONS. THE BENEFITS OF SINGLE GENDER AND MIXED GENDER SINGING EXPERIENCES ARE EQUALLY IMPORTANT TO OUR HUMANITY AND CULTURAL WELL BEING. |
| FORM 990, PART III, LINE 3 | 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 PEOPLE IN ALL COMBINATIONS. IN JUNE 2018, THE ORGANIZATION OPENED MEMBERSHIP TO EVERYONE, INCLUDING WOMEN. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | EVALUATION, COACHING AND TRAINING (EVENTS) -- WE PROVIDE SUPPORTIVE SERVICES THAT ENABLE COMMUNITIES OF ARTISTS TO THRIVE IN NORTH AMERICA AND AROUND THE GLOBE. AS A RESULT OF THESE PROGRAMS: SINGING COMMUNITIES EXPAND, GROW AND BECOME MORE SUSTAINABLE; MORE SINGING COMMUNITIES ARE FORMED; MORE SINGERS JOIN THESE COMMUNITIES; AND THESE GROUPS BECOME INTEGRAL PARTS OF THE CULTURAL FABRIC OF THEIR COMMUNITIES. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: WE PRODUCE LOCAL, REGIONAL AND INTERNATIONAL CONVENINGS THAT SHOWCASE, ADVANCE AND CELEBRATE THE BARBERSHOP ART FORM. THESE EVENTS INCLUDE CONTESTS, CLASSES, PARTICIPATORY SINGING EVENTS, SHOWS, CELEBRATIONS AND FELLOWSHIP. THE SUMMER INTERNATIONAL CONVENTION IS OUR LARGEST EVENT. IT INCLUDES THE WORLD CHAMPIONSHIPS FOR QUARTET AND CHORUS PERFORMANCES, A "NEXT GENERATION" QUARTET CONTEST, DOZENS OF HARMONY UNIVERSITY CLASSES, A "SHOW OF CHAMPIONS", AND A SPECTACULAR CLOSING EVENT. THE MIDWINTER CONVENTION IS AN INTERGENERATIONAL SINGING CELEBRATION THAT INCLUDES A "NEXT GENERATION" CHORUS FESTIVAL, A SENIORS CONTEST, MORE HARMONY UNIVERSITY CLASSES, AND UP TO THREE NIGHTS OF SHOWS. 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 THESE EVENTS ANNUALLY, WITH MANY ATTENDING YEAR AFTER YEAR. WE ESTIMATE OVER 125,000 HAVE ATTENDED OVER THE LIFE OF THE SOCIETY. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | OUTREACH, INCLUSION AND PROMOTION (IMAGE & MEMBERSHIP SERVICES) -- WE CONDUCT MUSIC EDUCATION AND OUTREACH PROGRAMS, CREATE PARTNERSHIPS, DISTRIBUTE RESOURCES AND PRODUCE EVENTS THAT INCREASE ACCESS TO 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)SINGER LIVES ARE IMPROVED AT MANY LEVELS; 2)COMMUNITIES ARE HEALTHIER, BOTH METAPHORICALLY AND SPECIFICALLY; 3)YOUNG PEOPLE RECEIVE MUSIC EDUCATION AND SING TOGETHER, IT HELPS THEM LEARN, DEVELOP AND BECOME HEALTHIER ADULTS; 4)WHEN PEOPLE SING TOGETHER ACROSS GENERATIONS, IT ENHANCES THE LIVES OF ALL THE GENERATIONS; 5)WHEN PEOPLE SING TOGETHER ACROSS CULTURES OR GROUPS, IT UNIFIES THEM AND REDUCES BARRIERS BETWEEN GROUPS; 6)WHEN MEN SING TOGETHER, IT HELPS THEM BECOME BETTER MEN, AND WHEN YOUNG MEN SING TOGETHER, IT HELPS THEM DEVELOP A HEALTHY IDENTITY; 7)WHEN PEOPLE FACING SIGNIFICANT CHALLENGES SING TOGETHER, IT HELPS THEM WITH THOSE CHALLENGES, AND IS LIKELY TO HELP SOCIETY ADDRESS THOSE ISSUES AS WELL. KEY ACTIVITIES AND OUTCOMES INCLUDE THE FOLLOWING: NEXT GENERATION BARBERSHOP 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, WITH APPROXIMATELY 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. IN 2020 IT WILL BE HELD IN JACKSONVILLE, FL. WITH THE SUPPORT OF FUNDING BY HARMONY FOUNDATION INTERNATIONAL DONORS, WE ARE ABLE TO OFFER FREE CONVENTION REGISTRATIONS AND FINANCIAL SUPPORT FOR UP TO 100% OF LODGING EXPENSES FOR THE PARTICIPATING YOUTH. THE NEXT GENERATION VARSITY QUARTET CONTEST, FOR MALE VOICES, AGE 25 AND UNDER, IS THE MODERN DAY RENDITION OF WHAT STARTED OVER 25 YEARS AGO AS THE COLLEGE QUARTET CONTEST. OVER 200 YOUNG MEN PARTICIPATE PER YEAR IN THIS SHOWCASE ADJUDICATED IN FRONT OF THOUSANDS OF SUPPORTIVE BARBERSHOP FANS. FIVE QUARTETS HAVE GONE ON TO BECOME INTERNATIONAL CHAMPIONS, AND DOZENS OF ALUMNAE ARE NOW IN KEY MUSICAL LEADERSHIP POSITIONS THROUGHOUT THE SOCIETY AND IN THEIR LOCAL COMMUNITIES. SUBSTANTIAL SCHOLARSHIP PROGRAMS MAKE THE EVENT ACCESSIBLE TO ALL. THE NEXT GENERATION VARSITY CHORUS INVITATIONAL, FOR MALE, FEMALE AND MIXED 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 WILL PERFORM 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 MALE, FEMALE AND MIXED VOICES, AGE 18 AND UNDER, WILL DEBUT IN 2019 AT THE GRAND OLE OPRY. SUBSTANTIAL SCHOLARSHIP PROGRAMS WILL MAKE THIS ACCESSIBLE TO ALL. OUR EVERYONE IN HARMONY GRANTS PROGRAM DISTRIBUTES BHS FUNDING TO GRASSROOTS SINGING COMMUNITIES FOR EFFECTIVE AND INNOVATIVE PROGRAMS THAT ADVANCE OUR AIMS. THE YOUTH OUTREACH GRANT IS DESIGNED TO HELP SUPPORT YOUTH AND MUSIC EDUCATOR WORKSHOPS, ONE DAY FESTIVALS, AND MULTI-DAY CAMPS CENTERED AROUND YOUTH EDUCATION AND THE A CAPPELLA EXPERIENCE. THE PROGRAM HAS DISTRIBUTED MORE THAN 250 GRANTS, TOTALING $650,000, IN THE LAST FOUR YEARS. NEARLY 30,000 YOUTH HAVE PARTICIPATED IN GRASSROOTS PROGRAMS SUPPORTED BY THESE GRANTS. WE DISTRIBUTE SHEET MUSIC, LEARNING TRACKS AND BARBERSHOP STARTER KITS, FREE OF CHARGE, TO MUSIC EDUCATORS. WE'VE GIVEN AWAY OVER 20,000 UNITS IN THE LAST FOUR YEARS. WE WORK WITH OTHERS IN THE CHORAL ECOSYSTEM TO ADVANCE THE IDEA OF SINGING TOGETHER FOR ALL. 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 ITS IMPACT AND ARTISTRY. WE CONTINUE TO REFINE THESE OFFERINGS. CURRENTLY OVER 80% OF CHAPTERS AGREE THAT THEY ARE VALUABLE. WE CONNECT SINGERS AND SINGING COMMUNITIES WORLDWIDE THROUGH SOCIAL MEDIA AND ONLINE EFFORTS. WE HAVE AN UNDUPLICATED SOCIAL MEDIA AUDIENCE OF NEARLY 90,000, AND A TOTAL DUPLICATED AUDIENCE OF OVER 120,000. |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: | EDUCATION AND LEADERSHIP DEVELOPMENT (MUSICAL EXPERIENCE & HARMONY MARKETPLACE) -- 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 OF ARTISTS BECOME MORE SUSTAINABLE; MUSIC EDUCATORS ATTRACT MORE 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, ARRANGERS COLLEGE, NEXT GENERATION YOUTH COLLEGE AND HARMONY COLLEGE. HARMONY UNIVERSITY IS DELIVERED THROUGH VARIOUS MEANS INCLUDING A ONE WEEK SUMMER INTENSIVE, COURSES AT LOCAL, REGIONAL AND INTERNATIONAL FESTIVALS, AND AN ONLINE OFFERING. WHILE 14,400 HAVE ATTENDED THE HU ONE WEEK SUMMER INTENSIVE SINCE ITS INCEPTION, THE PROGRAM HAS GROWN RAPIDLY SINCE MOVING TO BELMONT UNIVERSITY, NASHVILLE, TN IN 2014, WITH ABOUT 700 ATTENDEES PER YEAR. ABOUT 150 EACH YEAR ATTEND ON MUSIC EDUCATOR OR YOUTH SCHOLARSHIPS. IN TOTAL, 300 MUSIC EDUCATORS HAVE BEEN PART OF HU IN THE LAST FOUR 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 270 PRIVATE LESSONS AND 600 FORMAL ENSEMBLE SINGERS IN OUR ALL CHAPTER AND EVERYONE IN HARMONY CHORUSES. WE ARE RAPIDLY GROWING OUR ONLINE OFFERINGS, WITH NOW OVER 80 DISTINCT CLASSES, AVAILABLE 24/7. OFFERINGS INCLUDE LIVE STREAM EVENTS, ON-DEMAND CONTENT, AND ONLINE CLASSROOM SERIES AS WELL AS ARCHIVED HU BELMONT TUTORIALS ON WARM UPS, BARBERSHOP HISTORY, AND BEST PRACTICES IN COACHING AND DIRECTING. COURSEWORK INCLUDES MUSIC LEADERSHIP AND LIFELONG MUSIC EDUCATION, MUSIC THEORY, AND COMMUNITY LEADER TRAINING. HEALTHY CHAPTER INITIATIVE (HCI) IS OUR UMBRELLA PROGRAM TO SUPPORT THE HEALTH AND VITALITY OF LOCAL SINGING COMMUNITIES. HCI DELIVERS A WIDE RANGE OF TOOLS, RESOURCES AND BEST PRACTICES TO OUR GRASSROOTS COMMUNITIES. HCI 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 IN THE THREE CATEGORIES OF SINGING, MUSIC AND PERFORMANCE, AND PROGRAM ADMINISTRATORS. 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 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 AND 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 IS 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. FINALLY, WE ARE COMMITTED TO BRINGING SINGING TOGETHER TO SCALE. TO DO THIS REQUIRES CONTINUALLY INCREASING AVAILABLE REVENUE FOR MISSIONAL INVESTMENT. OUR SCALING MODEL IS BUILT AROUND THREE MAIN SOURCES OF REVENUE: EARNED REVENUE: KEY SOURCES INCLUDE EVENT REGISTRATIONS AND TICKET SALES, MEMBERSHIP DUES, HARMONY UNIVERSITY TUITION AND COURSE FEE, AND SALES OF SHEET MUSIC AND BARBERSHOP MERCHANDISE, DIGITAL DOWNLOADS AND LEARNING TRACKS. INDIVIDUAL PHILANTHROPY: OUR RELATED ORGANIZATION, HARMONY FOUNDATION INTERNATIONAL (HFI), PURSUES GIFTS FROM INDIVIDUAL DONORS. FUNDS RAISED BY HFI ARE IN TURN GRANTED TO BHS FOR SUPPORT OF KEY OUTREACH PROGRAMS. INSTITUTIONAL PHILANTHROPY: OUR STRATEGY IS TO USE THIS KIND OF FUNDING FOR EXPANSION, GROWTH AND IMPROVEMENT OF OUR MOST MISSIONAL PROGRAMS AS WELL AS TO LAUNCH NEW PROGRAMS AND PROJECTS WITH THE HIGHEST SOCIAL IMPACT POTENTIAL. |
| FORM 990, PART VI, SECTION A, LINE 4 | 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 PEOPLE IN ALL COMBINATIONS. IN JUNE 2018, THE ORGANIZATION OPENED MEMBERSHIP TO EVERYONE, INCLUDING WOMEN. |
| 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 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 DETERMINED 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 AND THE SOCIETY'S 990 IS AVAILABLE FOR REVIEW AT THE SOCIETY'S HEADQUARTERS LOCATION FOR THE LAST 3 YEARS. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTIONS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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