Business and Finance

Business and Finance

 

 HCI Logo Pole PNG Designates a resource provided by the Healthy Chapter Initiative

 

Chapter and District Business Tools

The Business of Barbershop: BHS Chapter Business Guide At-A-Glance  HCI Logo Pole PNG

An at-a-glance Chapter Business Guide for BHS Chapter Presidents, Secretaries, and Treasurers

A Guide for Financial Reviews: BHS Chapter & District User Guide HCI Logo Pole PNG

An annual financial review is required and a key safeguard for your group. This is a simple guide for Chapters & Districts in what they need to know about conducting an annual financial review.

A Guide for Robert’s Rules of Order: BHS Chapter & District User Guide HCI Logo Pole PNG

For the majority of our chapters and districts, a board meeting usually does not consist of more than a dozen members. Using the “Robert’s Rules of Order: Small Boards” approach may help eliminate some of the formality that could hinder the business of the chapter or district. 

Chapter Secretary Tools & Documents

If you have further comments, questions or concerns please contact chapters@barbershop.org. You may also refer to our Frequently Asked Questions page here: http://www.barbershop.org/support/faqs/

Chapter Secretary Manual (NEW CONSOLIDATED MANUAL & EXHIBITS) HCI Logo Pole PNG

Chapter Secretary Training Presentation HCI Logo Pole PNG

Sample Meeting Agenda for Chapter Board of Directors HCI Logo Pole PNG

Sample Meeting Minutes for Chapter Board of Directors HCI Logo Pole PNG

Chapter Treasurer Tools & Documents

If you have further comments, questions or concerns please contact chapters@barbershop.org. You may also refer to our Frequently Asked Questions page here: http://www.barbershop.org/support/faqs/

Chapter Treasurer Manual (NEW CONSOLIDATED MANUAL & EXHIBITS) HCI Logo Pole PNG

Chapter Treasurer Quicken Templates (Microsoft) HCI Logo Pole PNG

Chapter Treasurer Manual Bookkeeping Samples (MS Excel)  HCI Logo Pole PNG 

Chapter Treasurer Manual Bookkeeping Templates (PRINTABLE PDF HERE) or (FILLABLE MS EXCEL HEREHCI Logo Pole PNG 

Chapter Financial Review Form (PRINTABLE PDF HERE) or (FILLABLE MS EXCEL HEREHCI Logo Pole PNG 

Required annually for all BHS Chapters, a reviewer or reviewers submit to your chapter board of directors for review. After completed and review by your chapter board of directors, the form should be uploaded to your chapter profile in EBIZ under “Financial Filings”. As a reminder: this is NOT an audit. Reviewers can be members of your chapter or not, but should not be your chapter treasurer or a member of the board of directors.

Frequently Asked Questions & Filing Tutorial with the IRS (For US Chapters) HCI Logo Pole PNG 

All United States Chapters, Districts and Subsidiaries (Harmony Brigades, etc.) must report to the IRS by May 15th, each year. Failure to file can result in financial penalties or loss of nonprofit status (or both). Loss of nonprofit status would cause all receipts to become taxable and any donations to the chapter ineligible as a charitable donation. Please ensure that the appropriate filing is sent to the IRS by May 15th and reported in your BHS EBIZ Chapter Profile

All non-profit entities, regardless of size is to file an annual return by using one of the following:

  • Form 990‐N (electronic filing only—not a paper form) for organizations with gross receipts of $50,000 or less
  • Form 990‐EZ for organizations with gross receipts less than $200,000
  • Form 990

Filing with the CRA & Additional Treasurer Responsibility Checklist (For Canadian Chapters) HCI Logo Pole PNG

All Canadian Chapters that are organized as not-for-profit corporations, are tax exempt. It is crucial that Chapter Treasurers and Secretaries work collaboratively to keep the chapter fully compliant with all applicable laws, regulations, rules and guidelines.

Chapter Sample Annual Budget HCI Logo Pole PNG

Standard District & Chapter Bylaws

Standard District Bylaws

Standard Chapter Bylaws

Show Clearances (ASCAP, BMI/SESAC, & SOCAN)

Application for Show Clearance BMI and SESAC License (United States)

This form should be completed prior to your chapter show. It is forwarded to your District Secretary for approval and processing. 

Application for Show Clearance SOCAN License (Canada)

This form should be completed after your chapter show. It is sent directly to SOCAN (not to your District or BHS). Check with your District Secretary prior to finalizing a show date, for availability.

ASCAP Reporting Forms  

This form should be completed annually (at the end of the year) and mailed directly to the Barbershop Harmony Society HQ. If payment is necessary, please make checks payable to “Barbershop Harmony Society”. If no payment is required, you can email this form to chapters@barbershop.org  

ASCAP Concert Fee Schedules

This is specifically for the references related to Free and/or Benefit Concert payment schedules. Please refer to the respective year general “ASCAP Reporting Form” for the fee schedule for overall chapter/district shows. 

ASCAP Free and/or Benefit Concert Reporting Form

This form is for chapters and/or districts who hosted a free or benefit concert for the year. This must be sent with the ASCAP Reporting Form to your District Secretary for processing. 

Insurance

If you have further comments, questions or concerns please contact customerservice@barbershop.org. You may also refer to our Frequently Asked Questions page here: http://www.barbershop.org/support/faqs/

District Leader Tools & Resources

District Financial Review Form HCI Logo Pole PNG

Required annually for all BHS District, a reviewer or reviewers submit to your district board of directors for review. After completed and review by your district board of directors, the form should be uploaded to your profile in EBIZ under “Financial Filings”. As a reminder: this is NOT an audit. Reviewers can be members of your chapter or not, but should not be your chapter treasurer or a member of the board of directors. 

Chapter or District Installation Resources

Leader Installation Ceremony- 2017 Theme Officer Certificate Template

Leader Installation Ceremony- 2017 Theme “Making the Music That is Making the Difference”

Leader Installation Ceremony Example – Music is Love is Music is…

Leader Installation Ceremony Example – Together in Harmony

Leader Installation Ceremony Example – Shorter Script

Leader Installation Ceremony Example – Various Themes

General Society Business Documents

Society Expense Report – Excel Template

Society Bylaws

Society Operations Manual

Society Code of Ethics

Ethics Violation Report Form

Policy Documents (Rules & Regulations)

Revised as of December 31, 2015

General Statements of Policy

Chapter License, Chartering, Suspension, and Revocation Policy

Code of Ethics and Ethics Complaint Procedures

Frank Thorne Chapter Policy

Harmony Foundation Policy

Information Technology Policy

Political Advertisements, Performances, & Lobbying Activities

Resolution Designation Authority of Governance & Bylaws Committee

Youth Policy

Other Tools & Resources

Chapter Example of Delegation of Chapter Responsibilities HCI Logo Pole PNG

Chapter Guidelines for Conducting a Director Search HCI Logo Pole PNG

Chapter Guidance- Business Approach to Membership HCI Logo Pole PNG

Chapter Guidance- Eight Points of Fun HCI Logo Pole PNG

Chapter Program Guide HCI Logo Pole PNG

Chapter Sample Attendance Log HCI Logo Pole PNG

Chapter Sample Musical Director Contract & Letter of Agreement HCI Logo Pole PNG

Director Audition Evaluation Form

Guide on Show Production and Promotion

How to Be a Successful Historian 

Sample Show Contract and Chorus Information Request HCI Logo Pole PNG

Here’s a typical contract for choruses/chapters appearing in a public performance. Modify to suit your needs.

 

Organization Tax Documents

IRS Letter Confirming Non-Profit Tax-Exempt Status

This document from the U.S. Internal Revenue Service (IRS) confirms BHS and its subordinates are tax-exempt entities under IRC Section 501(c)(3).  This document together with the 2015 BHS Group Exemption List should be used by U.S. chapters/districts/subsidiaries to verify your tax-exempt status.

BHS Group Exemption List filed with IRS

Annual IRS Letter for Group Expemption 

US IRS Group Exemptions: Tax Exempt and Government Entities Division Guide

Sample IRS SS-4 EIN Number Applications for New Chapters (U.S. ONLY)

BHS Form 990 Public Disclosure Copy 2015

Personal Income Tax Deductions for Barbershoppers HCI Logo Pole PNG

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