Civic Intelligence

Harmony Foundation International Inc.

990 • Fiscal year 2014 • EIN 39-6073041

Oct 01, 2013 to Sep 30, 2014 • Filed on Mar 04, 2015

110 7th Avenue North No 200Nashville, TN 37203

(615) 823-5611

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.34x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.45x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

88th percentile

$182,746

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,139,131

Up $555,508 (+16%) from 2013

Net Assets

Up

$2,729,256

Up $711,061 (+35%) from 2013

Liabilities

Down

$1,409,875

Down $155,553 (-9.9%) from 2013

Revenue

Up

$3,141,487

Up $335,586 (+12%) from 2013

Expenses

Up

$2,403,044

Up $243,037 (+11%) from 2013

Net Income

Up

$738,443

Up $92,549 (+14%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $2,976,103Liabilities 2011: $1,881,223Net Assets 2011: $1,094,8802011Assets 2012: $3,132,288Liabilities 2012: $1,809,792Net Assets 2012: $1,322,4962012Assets 2013: $3,583,623Liabilities 2013: $1,565,428Net Assets 2013: $2,018,1952013Assets 2014: $4,139,131Liabilities 2014: $1,409,875Net Assets 2014: $2,729,2562014Assets 2015: $4,769,230Liabilities 2015: $704,349Net Assets 2015: $4,064,8812015Assets 2016: $4,911,322Liabilities 2016: $563,160Net Assets 2016: $4,348,1622016Assets 2017: $4,830,296Liabilities 2017: $510,346Net Assets 2017: $4,319,9502017Assets 2018: $5,236,322Liabilities 2018: $515,370Net Assets 2018: $4,720,9522018Assets 2019: $5,103,232Liabilities 2019: $533,704Net Assets 2019: $4,569,5282019Assets 2020: $5,324,425Liabilities 2020: $529,091Net Assets 2020: $4,795,3342020Assets 2021: $5,976,223Liabilities 2021: $515,090Net Assets 2021: $5,461,1332021Assets 2022: $7,068,421Liabilities 2022: $504,411Net Assets 2022: $6,564,0102022Assets 2023: $7,216,371Liabilities 2023: $1,721,971Net Assets 2023: $5,494,4002023Assets 2024: $8,333,212Liabilities 2024: $1,396,384Net Assets 2024: $6,936,8282024Assets 2025: $8,268,403Liabilities 2025: $1,048,545Net Assets 2025: $7,219,8582025

Highlighted filing

2014

Assets$4,139,131
Liabilities$1,409,875
Net Assets$2,729,256

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,408,698Expenses 2011: $1,927,555Net Income 2011: $481,1432011Expenses 2012: $2,151,6672012Revenue 2013: $2,805,901Expenses 2013: $2,160,007Net Income 2013: $645,8942013Revenue 2014: $3,141,487Expenses 2014: $2,403,044Net Income 2014: $738,4432014Revenue 2015: $4,258,005Expenses 2015: $2,804,960Net Income 2015: $1,453,0452015Revenue 2016: $3,384,170Expenses 2016: $3,220,459Net Income 2016: $163,7112016Revenue 2017: $2,634,847Expenses 2017: $2,840,276Net Income 2017: -$205,4292017Revenue 2018: $3,372,856Expenses 2018: $2,803,586Net Income 2018: $569,2702018Revenue 2019: $2,568,791Expenses 2019: $2,741,601Net Income 2019: -$172,8102019Revenue 2020: $2,305,935Expenses 2020: $2,452,933Net Income 2020: -$146,9982020Revenue 2021: $2,692,504Expenses 2021: $2,254,003Net Income 2021: $438,5012021Revenue 2022: $4,681,595Expenses 2022: $2,274,228Net Income 2022: $2,407,3672022Revenue 2023: $1,896,115Expenses 2023: $3,310,788Net Income 2023: -$1,414,6732023Revenue 2024: $2,385,714Expenses 2024: $1,914,632Net Income 2024: $471,0822024Revenue 2025: $2,110,613Expenses 2025: $2,004,257Net Income 2025: $106,3562025

Highlighted filing

2014

Revenue$3,141,487
Expenses$2,403,044
Net Income$738,443
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Mar 4, 2015
Return Version
2013v4.0
Gross Receipts
$3,811,688
Mission and Program Overview

Mission

To connect people through charitable giving to enrich lives through singing.

To promote all aspects of four-part vocal harmony known as barbershop harmony, establish musical scholarships for needy or talented students and teachers, and to connect people through charitable giving to enrich lives through singing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,772,764$2,035,624▲ $262,860
Pledges and Grants Receivable$1,118,643$1,520,856▲ $402,213
Land, Buildings, and Equipment, Net$49,532$32,650▼ $16,882
Cash and Non-Interest-Bearing Accounts$141,400$26,527▼ $114,873
Prepaid Expenses and Deferred Charges$20,458$18,537▼ $1,921
Loans From Officers Directors$15,000$15,000→ $0
Total Assets$3,583,623$4,139,131▲ $555,508
Other Assets Total$480,826$504,937▲ $24,111
Liabilities
Other Liabilities$1,459,190$1,309,043▼ $150,147
Accounts Payable and Accrued Expenses$62,004$60,832▼ $1,172
Unsecured Notes Loans Payable$29,234$25,000▼ $4,234
Total Liabilities$1,565,428$1,409,875▼ $155,553
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,700,334$1,727,519▲ $27,185
Temporarily Rstr Net Assets$721,755$1,000,434▲ $278,679
Unrestricted Net Assets$-403,894$1,303▲ $405,197
Total Net Assets Fund Balance$2,018,195$2,729,256▲ $711,061
Total Liabilities and Net Assets / Fund Balance$3,583,623$4,139,131▲ $555,508

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,650$142,898$175,548
Other Assets Org$339,600--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,700,334$37,928▲ $78,169$81,159$1,727,519
2013$1,598,470$45,366▲ $83,986$23,245$1,700,334
2012$1,473,832$33,614▲ $116,327$22,034$1,598,470
2011$1,465,378$24,797▲ $3,104$16,612$1,473,832
2010$1,447,971$12,643▲ $23,814$16,113$1,465,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Carolyn FaulkenberryCFOFT$125,603$125,603

Board Members and Trustees

NameTitle
Peter FeeneyChairman of the Board
Clarke CaldwellPresident/CEO (non-voting
Sharon MillerVice Chairman Begin 1/1/14
Mike DeputyVice Chairman Through 12/31/13, Trustee
Marty MonsonExec Director - Bhs (non-voting
Anne Themmen Begin 1114Trustee
Bob Brutsman End Date 123113Trustee
Chuck HarnerTrustee
David Mills Begin 1114Trustee
Lynn WeaverTrustee
Fredrick P FarrellTrustee, Secretary Beginning 1/1/14
Donald a LaursenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,022,628
Program Service Revenue
$2,920
Investment Income
$114,264
Other Revenue
$1,675
All Other Contributions
$3,022,628
Change in Net Assets
$738,443

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$27,582Fair Market Value (FMV)
Total Noncash Contributions5$27,582-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,132,695
Revenue Not Reported on Financial Statements
$8,792
Revenue Not Reported on Form 990
$-26,910
Total Revenue per Audited Statements
$3,105,785
Total Revenue per Form 990
$3,141,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,005,510
Total Fundraising Expense$901,663
Grants and Similar Amounts Paid$887,191
Other Expenses$505,145
Professional Fundraising Fees$5,198

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$887,191--$887,191
Other Salaries and Wages$62,121$97,806$380,590$540,517
Current Officers, Directors, Trustees, and Key Employees$76,789$125,570$115,847$318,206
Conferences and Meetings$30,190-$95,585$125,775
Travel$5,897$19,220$92,815$117,932
Office Expenses$4,027$43,313$24,582$71,922
Payroll Taxes$8,925$11,775$34,440$55,140
Other Employee Benefits$6,019$10,471$31,225$47,715
Pension Plan Contributions$5,177$5,642$33,113$43,932
Occupancy$2,165$20,130$20,986$43,281
Fees for Services Accounting$920$17,480-$18,400
Depreciation Depletion$877$16,668-$17,545
Fees for Service Investment Mgmnt Fees$15,992--$15,992
Advertising$254$250$14,234$14,738
Fees for Services Other$1,258$2,264$10,260$13,782
Interest-$10,987-$10,987
Fees for Services Professional Fundraising--$5,198$5,198
Other Expenses$50$3,132$4,967$3,182
Total Functional Expenses$1,108,508$392,873$901,663$2,403,044

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,403,044
Total Expenses per Audited Statements$2,394,724
Expenses per Audited Statements$2,394,252
Expenses Not Reported on Financial Statements$8,792
Expenses Not Reported on Form 990$472
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-0926339-501(c)(3)Scholarships, Music for Schools, College Quartet Competition, and Camps & Workshops$296,570
59-6194988-501(c)(3)Camps & Workshops$30,025
38-3348645-501(c)(3)Camps & Workshops$20,000
22-6079249-501(c)(3)Camps & Workshops$16,029
85-0322199-501(c)(3)Camps & Workshops$13,780
38-6111619-501(c)(3)Camps & Workshops$10,647
95-6085839-501(c)(3)Camps & Workshops$10,128
38-3360855-501(c)(3)Camps & Workshops$10,000
51-0178488-501(c)(3)Camps & Workshops$9,779
95-6196396-501(c)(3)Camps & Workshops$9,263
62-6063251-501(c)(3)Camps & Workshops$8,443
54-6047426-501(c)(3)Camps & Workshops$8,368
84-6044526-501(c)(3)Camps & Workshops$8,301
43-1090715-501(c)(3)Camps & Workshops$8,173
56-1207179-501(c)(3)Camps & Workshops$8,027
74-2073627-501(c)(3)Camps & Workshops$7,937
31-6050236-501(c)(3)Camps & Workshops$7,896
41-1560696-501(c)(3)Camps & Workshops$7,481
91-6055802-501(c)(3)Camps & Workshops$7,038
23-7114002-501(c)(3)Camps & Workshops$6,646
42-6092566-501(c)(3)Camps & Workshops$6,625
23-7045943-501(c)(3)Camps & Workshops$5,683
39-1673284-501(c)(3)Camps & Workshops$5,424
31-1713890-501(c)(3)Camps & Workshops$5,422
23-7033498-501(c)(3)Camps & Workshops$5,230
23-7004257-501(c)(3)Camps & Workshops$5,180
48-6144032-501(c)(3)Camps & Workshops$5,167
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,198
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John MillerFamily Member of Sharon Miller, Current Vice Chair/secretaryThe Foundation Reimbursed Barbershop Harmony Society for Salaries and Fringe Benefits, Where John Miller Served on the BoardNo$973,969
John MillerFamily Member of Sharon Miller, Current Vice Chair/secretaryThe Foundation Provided Grants to the Barbershop Harmony Society, Where John Miller Served on the Board.No$296,570
John MillerFamily Member of Sharon Miller, Current Vice Chair/secretaryThe Foundation Provided Grants to Various Local Districts & Chapters of Barbershop Harmony Society, Where John Miller Served on the BoardNo$130,964
John MillerFamily Member of Sharon Miller, Current Vice Chair/secretaryThe Foundation Shared a Building With Barbershop Harmony Society, Where John Miller Served on the BoardNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$15,000$15,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Barbershop Harmony Society$985,190
Line of Credit$147,000
Due to Barbershop Harmony Society Districts & Chapters$97,644
Accts Payable- Barbershop Harmony Society$79,209
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Don laursen, board treasurer, has outstanding related party loan to the foundation in the amount of $5,000. See schedule l, part ii. Sharon miller, vice chair/secretary, has a family relationship with john miller, who served on the board of barbershop harmony society. See schedule l, part iv.

Form 990, Part VI, Section A, Line 7B

The barbershop harmony society approves the board of trustees of harmony foundation international, inc.

Form 990, Part VI, Section B, Line 11

The governing body is provided the form 990 to review prior to filing. In addition, the form 990 is reviewed by the cfo, treasurer, and the audit committee prior to filing.

Form 990, Part VI, Section B, Line 12C

Each year all trustess must review the policy and list any potential conflicts of interests if any and sign off on the document.

Form 990, Part VI, Section B, Line 15

Compensation for the ceo is determined by a compensation study performed by the board chair, which is later approved by the board members. Compensation for other officers or key employees is determined by a market analysis of wages and then approved by the ceo.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are made available to the public upon request. The form 990 is posted on guidestar.

FORM 990, PART VII:

Sharon miller, a board member, has a family relationship with a board member of the barbershop harmony society.

Filing and Contact Details

Filer

EIN
39-6073041
Phone
6158235611

Signing Officer

Name
Clarke Caldwell
Title
President/CEO
Phone
6158235611
Signed
2015-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clarke Caldwell
Formed
1959
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
7
Employees
10
Volunteers
0

Preparer

Preparer
Frances E Leahy
Phone
6152427351
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

The organization's "visionary" program has grown in the last two years and has been presented as a separate program service in the 990 for 2013. The program itself has not changed from the prior year and is being shown separately to clarify the foundation's programs.

FORM 990, PART XII, #2C:

The process regarding oversight of the audit, its financial statements, and the selection of an independent accountant has not changed during the tax year.

Financial Statement Notes

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 foundation's income tax returns to determine whether the income tax positions meet a "more likely than not" standard of being sustained under examination by the applicable taxing authorities. Management has performed its evaluation of all income tax positions taken on all open income tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard. Accordingly, there are no provisions for income taxes, penalties or interest receivable or payable relating to uncertain income tax positions in the accompanying financial statements.

Raw XML AppendixShowing 400 of 833 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt062004
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt060832
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE ALL ASPECTS OF FOUR-PART VOCAL HARMONY KNOWN AS BARBERSHOP HARMONY, ESTABLISH MUSICAL SCHOLARSHIPS FOR NEEDY OR TALENTED STUDENTS AND TEACHERS, AND TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING.
IRS990/AdvertisingGrp/FundraisingAmt014234
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0250
IRS990/AdvertisingGrp/ProgramServicesAmt0254
IRS990/AdvertisingGrp/TotalAmt014738
IRS990/AllOtherContributionsAmt03022628
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10CAROLYN FAULKENBERRY
IRS990/BooksInCareOfDetail/PhoneNum06158235611
IRS990/BooksInCareOfDetail/USAddress/AddressLine10110 7TH AVE NORTH AVE STE 200
IRS990/BooksInCareOfDetail/USAddress/City0NASHVILLE
IRS990/BooksInCareOfDetail/USAddress/State0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode037203
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0141400
IRS990/CashNonInterestBearingGrp/EOYAmt026527
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0115847
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0125570
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt076789
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0318206
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt095585
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt030190
IRS990/ConferencesMeetingsGrp/TotalAmt0125775
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03022628
IRS990/CYGrantsAndSimilarPaidAmt0887191
IRS990/CYInvestmentIncomeAmt0114264
IRS990/CYOtherExpensesAmt0505145
IRS990/CYOtherRevenueAmt01675
IRS990/CYProgramServiceRevenueAmt02920
IRS990/CYRevenuesLessExpensesAmt0738443
IRS990/CYSalariesCompEmpBnftPaidAmt01005510
IRS990/CYTotalExpensesAmt02403044
IRS990/CYTotalFundraisingExpenseAmt0901663
IRS990/CYTotalProfFndrsngExpnsAmt05198
IRS990/CYTotalRevenueAmt03141487
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt016668
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0877
IRS990/DepreciationDepletionGrp/TotalAmt017545
IRS990/Desc0THE ORGANIZATION PROVIDES GRANTS AND GRANT OVERSIGHT TO BARBERSHOP HARMONY SOCIETY, ITS CHAPTERS AND DISTRICTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01017673
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017480
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0920
IRS990/FeesForServicesAccountingGrp/TotalAmt018400
IRS990/FeesForServicesOtherGrp/FundraisingAmt010260
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02264
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01258
IRS990/FeesForServicesOtherGrp/TotalAmt013782
IRS990/FeesForServicesProfFundraising/FundraisingAmt05198
IRS990/FeesForServicesProfFundraising/TotalAmt05198
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt015992
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015992
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt620.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1137828
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226457
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB BRUTSMAN END DATE 123113
IRS990/Form990PartVIISectionAGrp/PersonNm1FREDRICK P FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm2CHUCK HARNER
IRS990/Form990PartVIISectionAGrp/PersonNm3LYNN WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID MILLS BEGIN 1114
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNE THEMMEN BEGIN 1114
IRS990/Form990PartVIISectionAGrp/PersonNm6MARTY MONSON
IRS990/Form990PartVIISectionAGrp/PersonNm7PETER FEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD A LAURSEN
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE DEPUTY
IRS990/Form990PartVIISectionAGrp/PersonNm10SHARON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11CLARKE CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm12CAROLYN FAULKENBERRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11144918
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1299146
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE, SECRETARY BEGINNING 1/1/14
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXEC DIR - BHS (NON-VOTING
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIRMAN THROUGH 12/31/13, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIRMAN BEGIN 1/1/14
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT/CEO (NON-VOTING
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-754
IRS990/GainOrLossGrp/SecuritiesAmt089046
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0887191
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0887191
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0887191
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0758493
IRS990/GrossReceiptsAmt03811688
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt010987
IRS990/InterestGrp/TotalAmt010987
IRS990/InvestmentIncomeGrp/ExclusionAmt025972
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025972
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01772764
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02035624
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0142898
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049532
IRS990/LandBldgEquipBasisNetGrp/EOYAmt032650
IRS990/LandBldgEquipCostOrOtherBssAmt0175548
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0754
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0669447
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt015000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt015000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONNECT PEOPLE THROUGH CHARITABLE GIVING FOR THE PURPOSE OF ENRICHING LIVES THROUGH SINGING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02018195
IRS990/NetAssetsOrFundBalancesEOYAmt02729256
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt088292
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-27382
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt020986
IRS990/OccupancyGrp/ManagementAndGeneralAmt020130
IRS990/OccupancyGrp/ProgramServicesAmt02165
IRS990/OccupancyGrp/TotalAmt043281
IRS990/OfficeExpensesGrp/FundraisingAmt024582
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043313
IRS990/OfficeExpensesGrp/ProgramServicesAmt04027
IRS990/OfficeExpensesGrp/TotalAmt071922
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0480826
IRS990/OtherAssetsTotalGrp/EOYAmt0504937
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt031225
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010471
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06019
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047715
IRS990/OtherExpensesGrp/Desc0CULTIVATION
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2PLANNED GIVING PREMIUM
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt033527
IRS990/OtherExpensesGrp/FundraisingAmt14294
IRS990/OtherExpensesGrp/FundraisingAmt24967
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13132
IRS990/OtherExpensesGrp/ProgramServicesAmt0656
IRS990/OtherExpensesGrp/ProgramServicesAmt150
IRS990/OtherExpensesGrp/TotalAmt033527
IRS990/OtherExpensesGrp/TotalAmt113115
IRS990/OtherExpensesGrp/TotalAmt24967
IRS990/OtherExpensesGrp/TotalAmt33182
IRS990/OtherLiabilitiesGrp/BOYAmt01459190
IRS990/OtherLiabilitiesGrp/EOYAmt01309043
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01675
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01675
IRS990/OtherRevenueTotalAmt01675
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0380590
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097806
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062121
IRS990/OtherSalariesAndWagesGrp/TotalAmt0540517
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt034440
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011775
IRS990/PayrollTaxesGrp/ProgramServicesAmt08925
IRS990/PayrollTaxesGrp/TotalAmt055140
IRS990/PensionPlanContributionsGrp/FundraisingAmt033113
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05642
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05177
IRS990/PensionPlanContributionsGrp/TotalAmt043932
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01700334
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01727519
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01118643
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01520856
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020458
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018537
IRS990/PrincipalOfficerNm0CLARKE CALDWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02920
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION ASSISTS IN OUTREACH EFFORTS THAT BRING THE HARMONY SINGING MESSAGE TO NEW AUDIENCES, PAVING THE WAY FOR THE FUTURE OF THE BARBERSHOP HARMONY SOCIETY BY VISITING CHAPTERS, CONVENTIONS, YOUTH CAMPS AND WORKSHOPS, SCHOOLS, AND HARMONY UNIVERSITY; SHARING THE ART OF BARBERSHOP WITH THE COMMUNITY AND THE CAMARADERIE THAT IT OFFERS; AND PROMOTING THE MESSAGE OF WHY BARBERSHOP SINGING IMPROVES LIVES AND TRANSFORMS FOUR VOICES INTO A GREATER WHOLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt090835
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02794722
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0787742
IRS990/PYInvestmentIncomeAmt042036
IRS990/PYOtherExpensesAmt0536442
IRS990/PYOtherRevenueAmt0-32259
IRS990/PYProgramServiceRevenueAmt01402
IRS990/PYRevenuesLessExpensesAmt0645894
IRS990/PYSalariesCompEmpBnftPaidAmt0820722
IRS990/PYTotalExpensesAmt02160007
IRS990/PYTotalProfFndrsngExpnsAmt015101
IRS990/PYTotalRevenueAmt02805901
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0738443
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03022628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02794722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02230212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02368015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0850617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011266194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020446
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07575
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093019
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt044754
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95850
IRS990ScheduleA/PublicSupportPY170Pct00.93600
IRS990ScheduleA/PublicSupportTotal170Amt010888267
IRS990ScheduleA/SubstantialContributorsTotAmt0377927
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03022628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02794722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02230212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02368015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0850617
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011266194
IRS990ScheduleA/TotalSupportAmt011359213
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07753
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01700334
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt037928
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01727519
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt078169
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt081159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01598470
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045366
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01700334
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083986
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt023245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01473832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01598470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0116327
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt022034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02835
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01465378
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt024797

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.27$1.05$7.22$2.11$2.00$0.11
2024Detailed filing. Detailed filing data is available for this year.$8.33$1.40$6.94$2.39$1.91$0.47
2023Detailed filing. Detailed filing data is available for this year.$7.22$1.72$5.49$1.90$3.31$1.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.07$0.50$6.56$4.68$2.27$2.41
2021Detailed filing. Detailed filing data is available for this year.$5.98$0.52$5.46$2.69$2.25$0.44
2020Detailed filing. Detailed filing data is available for this year.$5.32$0.53$4.80$2.31$2.45$0.15
2019Detailed filing. Detailed filing data is available for this year.$5.10$0.53$4.57$2.57$2.74$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.24$0.52$4.72$3.37$2.80$0.57
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.51$4.32$2.63$2.84$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.91$0.56$4.35$3.38$3.22$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.77$0.70$4.06$4.26$2.80$1.45
2014Detailed filing. Detailed filing data is available for this year.$4.14$1.41$2.73$3.14$2.40$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$1.57$2.02$2.81$2.16$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$1.81$1.32$2.15
2011Summary only. Only limited summary data is available for this year.$2.98$1.88$1.09$2.41$1.93$0.48