2023-08-08T12:57:34-05:00 2022-12-31 621093134 JOHNSON MURPHEY & WRIGHT PC 301 NORTH MARKET STREET CHATTANOOGA TN 37405 990 2022-01-01 814791124 SONGBIRDS FOUNDATION INC SONG 4234635022 1407 MARKET ST A CHATTANOOGA TN 37402 REED CALDWELL EXECUTIVE DIRECTOR 4234635022 2023-08-08 1 REED CALDWELL 999009999 0 PAUL JOHNSON III CPA P00932002 4237561170 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REED CALDWELL 1407 MARKET ST A CHATTANOOGA TN 37402 2750415 0 X WWW.SONGBIRDSFOUNDATION.ORG X 2016 TN SONGBIRDS FOUNDATION STRIVES TO SHARE THE TRANSFORMATIVE EXPERIENCE OF MUSIC ACROSS THE SOUTH BY DELIVERING EDUCATIONAL PROGRAMMING, PRESERVING MUSIC HISTORY, HOSTING ENRICHING EVENTS, AND PROVIDING CONCRETE RESOURCES TO EMERGING ARTISTS. 5 5 7 100 1198 198 409500 233981 24922 88854 -13500 377688 69955 185283 490877 885806 0 50000 0 0 214886 258669 0 0 2106 679615 673589 894501 982258 -403624 -96452 16669845 16672880 45775 194667 16624070 16478213 X SONGBIRDS FOUNDATION STRIVES TO SHARE THE TRANSFORMATIVE EXPERIENCE OF MUSIC WITH THE CHATTANOOGA AREA BY DELIVERING EDUCATIONAL PROGRAMMING, PRESERVING MUSIC HISTORY, HOSTING ENRICHING EVENTS, AND PROVIDING CONCRETE RESOURCES TO EMERGING ARTISTS. 0 0 804338 50000 4799 SONGBIRDS GUITARS FOR KIDS PROGRAM FURTHERS THE PHILOSOPHY THAT MUSIC IS ONE OF THE MOST TRANSFORMATIVE FORMS OF COMMUNICATION - TRANSCENDING BARRIERS AND CREATING COMMON GROUND THROUGH ITS ABILITY TO BIND US TOGETHER AND STRENGTHEN US AS INDIVIDUALS. NO MATTER HOW DIFFERENT OR DISTANT A CULTURE WE CAN ALWAYS GAIN AN UNDERSTANDING OF THAT CULTURE THROUGH MUSIC.GUITAR FOR KIDS PROVIDES GUITAR LESSONS, MUSIC THERAPY, AND OTHER MUSICAL EXPERIENCES TO HUNDREDS OF YOUTH ACROSS CHATTANOOGA THROUGH CLASSES THAT FOCUS ON GUITAR BASICS AND PROVIDE STUDENTS WITH THE FUNDAMENTALS BY EXPOSING THEM TO A WIDE VARIETY OF PLAYING STYLES AND TECHNIQUES.THE PROGRAM INTEGRATES REGIONAL AND NATIONAL ARTISTS AND STUDENTS ARE ABLE TO ATTEND FREE SHOWS AND PERFORM, COLLABORATE, AND RECORD WITH THESE ARTISTS.CLASSES ALSO OFFER STUDENTS A FORUM TO DISCUSS SOCIAL, HEALTH, AND LIFE ISSUES. CERTIFIED MUSIC THERAPISTS USE MUSIC TO HELP STUDENTS WORK THROUGH THESE ISSUES. STUDENTS ALSO WORK IN GROUPS THAT ALLOW THEM TO CREATE FRIENDSHIPS AND ESTABLISH MUSIC BONDS WITH OTHER PLAYERS. THIS TYPE OF GROUP INTERACTION IS ESSENTIAL FOR KIDS WHO HAVE EXPERIENCED BULLYING, OR HAVE DEVELOPMENTAL DISORDERS SUCH AS AUTISM OR ASPERGER'S.THE PROGRAM WAS MODIFIED TO SERVE STUDENTS WHEREVER THEY WERE WORKING FROM HOME OR IN PERSON AT SCHOOL. WE KNOW THAT MUSIC HELPS KIDS COPE WITH THE DEVASTATING DEMANDS THAT THE PANDEMIC PLACED ON FAMILIES. THE PROGRAM ALLOWED OVER 4,500 KIDS TO HAVE INTERACTIVE MUSICAL EXPERIENCES WITH THE ORGANIZATION'S TEACHERS AND OTHER STUDENTS. WE WORKED WITH 102 SCHOOLS AND 22 PARTNER PROGRAMS TO TRAIN THEIR CHORUS TEACHERS HOW TO TEACH OUR CURRICULUM TO THEIR STUDENTS. WE THEN PROVIDED EACH TEACHER WITH A DONATED SET OF 25-50 GUITARS, CURRICULUM BOOKS, EQUIPMENT (PICKS, STRINGS, BAGS, TUNERS), AND ONGOING SUPPORT. MORE THAN 832 GUITARS WERE DISTRIBUTED ACROSS THE STATE. 171767 FACILITY DONATION AND FOOD, BEVERAGE & MERCHANDISE SALES - GUESTS ARE SURROUNDED BY MUSIC MEMORABILIA, VINTAGE GUITARS, A CUSTOM-BUILT OAK AND ASH STAGE, AND INTERACTIVE EXHIBITS. 132479 33539 MUSEUM - EXPERIENCING MUSIC HISTORYMUSEUM VISITORS LEARNED HOW THE GUITAR HELPED SHAPE POP CULTURE HISTORY IN THE HEART OF CHATTANOOGA'S SOUTHSIDE DISTRICT. ALL REVENUE GENERATED BY THE SONGBIRDS MUSEUM WILL FURTHER THEIR GUITARS FOR KIDS PROGRAM. 9463 2848 VAULT SESSIONS IS A 26 EPISODE ONLINE VIDEO SERIES THAT HAS BEEN CREATED TO FURTHER ENCAPSULATE THESE VALUES AND THIS PHILOSOPHY TO CHANGE, TO BUILD, TO MOVE, TO EDUCATE, AND TO EMPOWER. THE VAULT SESSIONS STRIVES TO BE THE VEHICLE OF CHANGE THAT WILL HELP VIEWERS UNDERSTAND THE COMPLEXITIES AND IMPORTANCE OF MUSIC AND MUSIC EDUCATION IN OUR SOCIETY. 9463 2848 946280 1 1 0 0 0 0 0 1 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 86 0 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X SHELLY CAMP ELLIOTT 4233222044 PO BOX 3158 CHATTANOOGA TN 37404 JOHNNY SMITH PRESIDENT/DIRECTOR 1.00 X X 0 0 0 WILLIAM P AIKEN SECRETARY/DIRECTOR 1.00 X X 0 0 0 W THORPE MCKENZIE DIRECTOR 1.00 X 0 0 0 DONICK CARY DIRECTOR 1.00 X 0 0 0 JOSH SCOTT DIRECTOR 1.00 X 0 0 0 REED CALDWELL EXECUTIVE DIRECTOR 40.00 X 97580 0 0 97580 0 0 0 0 0 0 0 2500 11936 219545 233981 FACILITY DONATION 900099 47668 47668 MUSEUM ADMISSION 900099 33539 33539 LESSONS REVENUE 900099 4799 4799 VAULT SESSIONS 900099 2848 2848 88854 13078 1198 11880 1963500 34690 1564200 -34690 399300 364610 364610 281758 220574 61184 61184 169244 45145 124099 124099 885806 212953 1198 437674 X 45000 45000 5000 5000 97580 92701 4879 141518 134442 7076 19571 18593 978 3208 3208 17731 17731 267094 267094 22150 22150 31489 31489 161906 161906 6072 6072 81813 81813 28410 28410 MUSEUM EXHIBITS AND SUP 12749 12749 FUNDRAISING 2106 2106 38861 38861 982258 946280 33872 2106 390473 205964 288599 6193 7902 11500 581862 212510 442352 369352 1390384 15819327 14410679 16669845 16672880 10353 16392 35422 22723 0 155552 45775 194667 X 16624070 16453213 25000 16624070 16478213 16669845 16672880 -96452 -49405 0 X X 0 1 X 0 0 X 262388 138272 258178 409500 233981 1302319 262388 138272 258178 409500 233981 1302319 677544 624775 13078 13078 1315397 678930 0.47500 0.53980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 233981 14250520 X X 0 581862 212510 369352 369352 POINTER LIMITED PARTNERSHIP 1390384 F 1390384 VINTAGE GUITARS, BASSES, STRINGED INSTRUMENTS 14250520 DEPOSITS 4607 RIGHT OF USE ASSET 155552 14410679 LEASE LIABILITY 155552 155552 X 2666320 -49405 -49405 2715725 -1829919 -1829919 885806 2812177 1829919 1829919 982258 0 982258 PART III, LINE 4: THE FOUNDATION'S COLLECTION OF VINTAGE GUITARS AND MUSICAL INSTRUMENTS FURTHERS THE FOUNDATION'S EXEMPT PURPOSE TO SHARE THE TRANSFORMATIVE EXPERIENCE OF MUSIC IN THE CHATTANOOGA AREA BY DELIVERING EDUCATIONAL PROGRAMMING AND PRESERVING MUSIC HISTORY. PART X, LINE 2: THE ENTITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFITS ARE ESTIMATED BASED ON THE CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE ENTITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX-EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX. BASED ON ITS EVALUATION, THE ENTITY HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ENTITY'S EVALUATION WAS PERFORMED FOR TAX YEARS ENDED DECEMBER 31, 2019 THROUGH DECEMBER 31, 2022, FOR FEDERAL INCOME TAX, THE YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR JURISDICTIONS AS OF DECEMBER 31, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING -220,574. COST OF SALES -45,145. COST OF GUITARS SOLD -1,564,200. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 45,145. DIRECT FUNDRAISING 220,574. COST OF GUITARS SOLD 1,564,200. CONCERTS 281758 281758 220574 281758 281758 220574 220574 61184 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS WILLIAM AIKEN AND THORPE MCKENZIE ARE BROTHERS-IN-LAW. THERE ARE BUSINESS RELATIONSHIPS BETWEEN SOME DIRECTORS AND RELATED ORGANIZATIONS, MCKENZIE FOUNDATION: MR. AIKEN'S LAW FIRM SERVES AS LEGAL COUNSEL FOR MCKENZIE FOUNDATION. MR. SMITH SERVES AS A MANAGEMENT EMPLOYEE OF MCKENZIE FOUNDATION. MR. AIKEN, MR. MCKENZIE AND MR. SMITH ARE ALSO DIRECTORS AND OFFICERS OF MCKENZIE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. FINAL REVIEW OF THE RETURN IS PERFORMED BY THE ORGANZATION'S TOP MANAGEMENT. THE REVIEWED FORM 990 IS THEN FORWARDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C SONGBIRDS FOUNDATION, INC. REQUIRES ALL OFFICERS AND DIRECTORS TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE BOARD REVIEWS THE SIGNED STATEMENTS, AND TAKING SUCH OTHER ACTIONS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. ANY IDENTIFIED INTERESTS ARE RESOLVED BY THE INDEPENDENT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS SET BY THE BOARD AND REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, FORM 990, AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 87,832. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,832. COMMISSION: PROGRAM SERVICE EXPENSES 151,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,450. KIDS PROGRAM THERAPY AND INSTRUCTION: PROGRAM SERVICE EXPENSES 27,763. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,763. VAULT SESSION: PROGRAM SERVICE EXPENSES 49. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49. FORM 990, PART XII, LINE 2C NO CHANGE IN AUDIT OVERSIGHT OR SELECTION PROCESS FROM THE PRIOR YEAR. MCKENZIE FOUNDATION PO BOX 5671 CHATTANOOGA TN 37402 621805189 CHARITABLE - FOCUS ON EDUCATION & SOCIAL SERVICES TN 501(C)(3) PRIVATE FOUNDATION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MCKENZIE FOUNDATION C 2500 CASH VALUE