2024-05-13T18:22:11-05:00 2023-06-30 260004117 MCDIRMIT DAVIS LLC 934 N MAGNOLIA AVE ORLANDO FL 32803 990 2022-07-01 136131860 AMERICAN HARP SOCIETY INC AMER 4194239320 PO BOX 47 GRANBY MA 01033 ANGELA SCHWARZKOPF PRESIDENT 4194239320 2024-05-13 1 ANGELA SCHWARZKOPF XXX-XX-XXXX 0 MARIA NOVOTNY CPA P01037824 4078435406 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANGELA SCHWARZKOPF PO BOX 47 GRANBY MA 01033 254201 0 X WWW.HARPSOCIETY.ORG X 1962 NY PROMOTION OF APPRECIATION OF THE HARP AS A MUSICAL INSTRUMENT. 21 21 1 150 10507 0 187430 145814 110924 61034 -63847 45371 0 1982 234507 254201 30775 17700 0 0 114819 107043 0 0 0 259702 238154 405296 362897 -170789 -108696 748359 652479 13149 25965 735210 626514 X THE MISSION OF THE AMERICAN HARP SOCIETY INC. IS TO CELEBRATE OUR LEGACY, INSPIRE EXCELLENCE AND EMPOWER THE NEXT GENERATION OF HARPISTS 0 0 47271 11541 THE PROMOTION OF THE HARP AS A MUSICAL INSTRUMENT THROUGH PUBLICATION OF THE AMERICAN HARP JOURNAL, AS WELL AS AMERICAN HARP SOCIETY'S WEBSITE AND OTHER COMMUNICATIONS 134967 17700 40169 SPONSORSHIP OF HARP COMPETITIONS AND EDUCATIONAL OPPORTUNITIES AT VARIOUS LEVELS, AND PRESENTATION OF NATIONAL CONFERENCES AND SUMMER INSTITUTES 799 ARRANGE FOR CONCERT ARTISTS TO APPEAR AT VARIOUS NATIONAL AND CHAPTER FUNCTIONS 44317 ACTIVITIES AND RESOURCES TO SUPPORT AND BENEFIT MEMBERS, INCLUDING CHAPTER MEMBERSHIP, ACCESS TO INSTRUMENT INSURANCE DISCOUNTS, MEMBERSHIP AND TEACHER DIRECTORIES, ONLINE PROFESSIONAL RESOURCES, AND ELIGIBILITY TO APPLY FOR GRANTS. 44317 226555 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 1 1 0 X BARBARA SOOKLAL 8054104277 PO BOX 260 BELLINGHAM MA 010290260 X LYNNE ASPNES DIRECTOR AT LARGE 1.00 X 0 0 0 JENNIFER ELLIS PACIFIC REGIONAL DIRECTOR 2.00 X 0 0 0 KAREN GOTTLIEB DIRECTOR AT LARGE 1.00 X 0 0 0 JOAN HOLLAND MIDCENTRAL REGIONAL DIRECTOR 2.00 X 0 0 0 LILLIAN LAU DIRECTOR AT LARGE 1.00 X 0 0 0 CHARLES LYNCH III DIRECTOR AT LARGE 1.00 X 0 0 0 VINCENT PIERCE SOUTH CENTRAL REGIONAL DIRECTOR 2.00 X 0 0 0 FELICE POMERANZ NORTHEASTERN REGIONAL DIRECTOR 2.00 X 0 0 0 RIZA PRINTUP DIRECTOR AT LARGE 1.00 X 0 0 0 CARLA SIEGESMUND DIRECTOR AT LARGE 1.00 X 0 0 0 SUSIE SPIWAK DIRECTOR AT LARGE 1.00 X 0 0 0 ANN SULLIVAN MID ATLANTIC REGIONAL DIRECTOR 2.00 X 0 0 0 REBECCA TODARO SOUTHERN REGIONAL DIRECTOR 2.00 X 0 0 0 ELISA TORRES DIRECTOR AT LARGE 2.00 X 0 0 0 BRANDEE YOUNGER DIRECTOR AT LARGE 1.00 X 0 0 0 JEREMY CHESMAN TREASURER, NORTH CENTRAL REGIONAL DIRECTOR 5.00 X 0 0 0 ROSANNA CHIU 2ND VICE PRESIDENT 5.00 X 0 0 0 MARY ANN FLINN SECRETARY, SOUTHEASTERN REGIONAL DIRECTOR 5.00 X 0 0 0 CHILALI HUGO 1ST VICE PRESIDENT, WESTERN REGIONAL DIRECTOR 5.00 X 0 0 0 ANGELA SCHWARZKOPF PRESIDENT 15.00 X 0 0 0 KELA WALTON CHAIRMAN OF THE BOARD 10.00 X 0 0 0 KATHRYN MCMANUS EXECUTIVE DIRECTOR 40.00 X 59600 0 0 59600 0 0 0 0 0 0 0 131734 14080 145814 CONFERENCE INCOME 711300 40169 40169 JOURNAL INCOME - ADS 541800 8525 8525 COMPETITION INCOME 711300 6050 6050 JOURNAL SUBSCRIPTIONS 541800 5491 5491 CONCERT SALES 711300 799 799 61034 17130 17130 28241 0 28241 28241 28241 MISC REVENUE 459140 1982 1982 1982 254201 52509 10507 45371 17700 17700 107043 37630 69413 337 337 11800 11800 5107 5107 11251 3005 8246 16728 16728 68967 68967 COMPETITION EXPENSE 42569 42569 INSURANCE 32247 32247 PUBLICATION PRINTING 17142 17142 MEMBERSHIP 11010 11010 20996 11804 9192 362897 226555 136342 0 26191 27151 310027 121031 5110 5110 0 0 412141 504297 748359 652479 13149 25212 0 753 13149 25965 X 557883 449187 177327 177327 735210 626514 748359 652479 -108696 0 X X 0 0 1 0 X 175551 232153 154573 187430 145813 895520 75322 34445 25419 110924 42931 289041 250873 266598 179992 298354 188744 1184561 0 0 0 1184561 69266 42809 57472 15262 17130 201939 69266 42809 57472 15262 17130 201939 320139 309407 237464 313616 205874 1386500 0.85440 0.90550 0.14560 0.09450 X 301892 0 301892 1.00000 0 0 5110 5110 0 0 STIFEL NICOLAUS 504297 F 504297 DORM FEES 753 753 X PART V, LINE 4: AS OF JUNE 30, 2023, THE BOARD OF DIRECTORS HAS DESIGNATED $301,892 OF NET ASSETS WITHOUT DONOR RESTRICTIONS AS AN ENDOWMENT FOR GENERAL OPERATING RESERVES. SINCE THAT AMOUNT RESULTED FROM AN INTERNAL DESIGNATION AND IS NOT DONOR-RESTRICTED, IT IS CLASSIFIED AND REPORTED AS BOARD DESIGNATED NET ASSETS. BOARD POLICY HAS BEEN TO ADD TO THE BOARD DESIGNATED ENDOWMENT $10 PER ATTENDEE OF THE CONFERENCE HELD EVERY OTHER YEAR, AS WELL AS ONE HALF OF LIFETIME MEMBERSHIPS IN ALL YEARS AND BOARD RESERVES THE RIGHT TO ADD OTHER FUNDS TO THE ACCOUNT AS DEEMED NECESSARY. THE SOCIETY HAS A SPENDING POLICY TO HOLD THE AMOUNT OF ONE YEAR'S BUDGET. THE BOARD'S INVESTMENT STRATEGY IS TO MAINTAIN THE INVESTMENT BALANCE AT ONE YEAR'S BUDGET AND ADDS AFOREMENTIONED CONTRIBUTIONS IN ORDER TO MAINTAIN THE BALANCE. PART X, LINE 2: THE SOCIETY HAS ADOPTED THE APPLICATION OF THE UNCERTAIN TAX POSITIONS PROVISIONS OF FASB ASC 740, INCOME TAXES. IT PRESCRIBES AN EVALUATION PROCESS FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE PROVISIONS HAVE NO IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS. AS OF JUNE 30, 2023, THE SOCIETY HAS ACCRUED NO INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. IT IS THE SOCIETY'S POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS EXPENSE. IN ADDITION, THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES BY U.S. FEDERAL INCOME TAX RETURNS BEFORE FISCAL YEAR 2020. 1 SCHOLARSHIPS, COMMISSIONS, EDUCATIONAL OUTREACH, ARTIST FEES, PROGRAM FEES, 16 17700 0 0 0 0 0 0 0 0 0 KATHRYN MCMANUS EXECUTIVE DIRECTOR 59600 0 0 0 0 0 0 0 0 0 59600 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS ARE ELIGIBLE TO VOTE FOR DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 IS PROVIDED IN ADVANCE TO THE EXECUTIVE COMMITTEE FOR ACTIVE REVIEW AND DISCUSSION IN THEIR REGULAR MONTHLY MEETING, AND MADE AVAILABLE ELECTRONICALLY TO ANY OF THE FULL BOARD MEMBERS WHO WISH TO REVIEW IT AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND OFFICERS MUST DISCLOSE ANNUALLY ANY POTENTIAL CONFLICT OF INTEREST THAT MAY BE PRESENT TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS. THE BOARD THEN DECIDES HOW TO PROCEED IN ORDER TO CORRECT THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. AMERICAN HARP SOCIETY FOUNDATION 313 GOODPASTURE ISLAND ROAD EUGENE OR 974012109 931122372 INVESTMENTS OR 501(C)(3) ACTIVE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0