AMERICAN SWEDISH HISTORICAL FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SWEDISH HISTORICAL FOUNDATION (EIN 23-1417519)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-27
IRS object ID
202340589349300614
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-27T09:09:57-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 3RD FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231417519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SWEDISH HISTORICAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2153891776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 PATTISON AVENUEAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19145ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRACEY RAE BECKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2153891776PhoneNum
Signature2023-02-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTRACEYPersonFirstNm
Person LastRAE BECKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SOLOTPreparerPersonNm
PTINP00749373PTIN
Phone2155677770PhoneNum
Preparation2023-02-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SWEDISH HISTORICAL MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTRACEY RAE BECKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 PATTISON AVENUEAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19145ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,040,197GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressAMERICANSWEDISH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1926FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionDEDICATED TO SHARING SWEDISH AND SCANDINAVIAN CULTURE IN AMERICA.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$454,904PYContributionsGrantsAmt
CY Contributions Grants$429,484CYContributionsGrantsAmt
PY Program Service Revenue$41,664PYProgramServiceRevenueAmt
CY Program Service Revenue$56,962CYProgramServiceRevenueAmt
PY Investment Income$138,716PYInvestmentIncomeAmt
CY Investment Income$113,152CYInvestmentIncomeAmt
PY Other Revenue$59,660PYOtherRevenueAmt
CY Other Revenue$281,535CYOtherRevenueAmt
PY Total Revenue$694,944PYTotalRevenueAmt
CY Total Revenue$881,133CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$334,431PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$446,993CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$80,165CYTotalFundraisingExpenseAmt
PY Other Expenses$350,102PYOtherExpensesAmt
CY Other Expenses$352,933CYOtherExpensesAmt
PY Total Expenses$684,533PYTotalExpensesAmt
CY Total Expenses$799,926CYTotalExpensesAmt
PY Revenues Less Expenses$10,411PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$81,207CYRevenuesLessExpensesAmt
Total Assets BOY$3,668,062TotalAssetsBOYAmt
Total Assets EOY$3,253,552TotalAssetsEOYAmt
Total Liabilities BOY$356,694TotalLiabilitiesBOYAmt
Total Liabilities EOY$208,995TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,311,368NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,044,557NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN SWEDISH HISTORICAL MUSEUM WELCOMES ALL PEOPLE TO EXPLORE CULTURAL IDENTITY THROUGH THE STORY OF SWEDES AND SCANDINAVIANS IN AMERICA. THE ASHM IS A COMMUNITY DEDICATED TO PRESERVING AND INTERPRETING MATERIAL CULTURE, [CONTINUED ON SCHEDULE O]AND IS ALIVE WITH CELEBRATIONS, EXHIBITIONS, AND LEARNING EXPERIENCES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$247,728ExpenseAmt
Revenue$14,634RevenueAmt
DescCURATORIAL AND EXHIBITIONS: PRESERVED AND DISPLAYED THE OLDEST COLLECTION OF ART AND ARTIFACTS WHICH REPRESENT THE CONTRIBUTIONS OF SWEDES AND OTHER SCANDINAVIANS IN AMERICA. PRESENTED 5 TEMPORARY EXHIBITIONS WHICH EXPLORED SCANDINAVIAN CULTURE THROUGH THE LENSES OF ART, HISTORY, HOLIDAY TRADITIONS AND FOOD.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$211,509ExpenseAmt
Revenue$42,328RevenueAmt
DescEDUCATIONAL PROGRAMS: PRESENTED 48 PUBLIC PROGRAMS AND EVENTS WHICH INTERPRET SCANDINAVIAN AND SCANDINAVIAN AMERICAN HISTORY, CULTURE, SCIENCE, MUSIC AND ART. EXPANDED PROGRAMMING TO DIGITAL OFFERINGS THAT WERE AVAILABLE TO PARTICIPANTS AROUND THE COUNTRY. PRESENTED A CONFERENCE ABOUT CULTURAL IDENTITIES IN THE COLONIAL PERIOD. TAUGHT SWEDISH AND FINNISH LANGUAGE CLASSES. OFFERED SCHOOL AND LIBRARY PROGRAMS, SERVING STUDENTS FROM PRE-K THROUGH COLLEGE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$459,237TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRACEY RAE BECKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2153891776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 PATTINSON AVENUEAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19145ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
FANNY WARREN
CHAIR1.00Yes (X)Yes (X)$0$0$0
ANNA-LENA BROMBERG
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
JAMES R ROEBUCK JR
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
PER BLOMQUIST
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JIM WALKER
TREASURER1.00Yes (X)Yes (X)$0$0$0
SOPHIA BONDE
BOARD MEMBER1.00Yes (X)$0$0$0
BILL EATON
BOARD MEMBER1.00Yes (X)$0$0$0
JORGEN FLOOD
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN FOSTER
BOARD MEMBER1.00Yes (X)$0$0$0
DAWN GOULD
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERTA JOHNSON
BOARD MEMBER EFF. 9/12/211.00Yes (X)$0$0$0
KARIN KORNAGA
BOARD MEMBER1.00Yes (X)$0$0$0
MONICA KRUSE
BOARD MEMBER1.00Yes (X)$0$0$0
THOMAS NILSSON
BOARD MEMBER1.00Yes (X)$0$0$0
CARL RAPP
BOARD MEMBER EFF. 9/12/211.00Yes (X)$0$0$0
ED ROOT
BOARD MEMBER EFF. 9/12/211.00Yes (X)$0$0$0
SUSAN SATKOWSKI
BOARD MEMBER EFF. 9/12/211.00Yes (X)$0$0$0
EARL SEPPALA
BOARD MEMBER1.00Yes (X)$0$0$0
ABBY SHAW
BOARD MEMBER1.00Yes (X)$0$0$0
MARY WAGNER
BOARD MEMBER1.00Yes (X)$0$0$0
ULF AKERBLOM
BOARD MEMBER1.00Yes (X)$0$0$0
TRACEY BECK
EXECUTIVE DIRECTOR40.00Yes (X)$94,095$0$26,535
FieldValueIRS element (for citing)
Total Reportable Comp From Org$94,095TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$26,535TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$40,847MembershipDuesAmt
Fundraising$6,985FundraisingAmt
Government Grants$69,986GovernmentGrantsAmt
All Other Contributions$311,666AllOtherContributionsAmt
Noncash Contributions$10,834NoncashContributionsAmt
Total Contributions$429,484TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM REVENUE900099$42,328$42,328
ADMISSION900099$14,634$14,634
FieldValueIRS element (for citing)
Total Program Service Revenue$56,962TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,681TotalRevenueColumnAmt
Exclusion$42,681ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,481TotalRevenueColumnAmt
Exclusion$4,481ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$247,385RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$60,807RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$186,578RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$186,578TotalRevenueColumnAmt
Exclusion$186,578ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$86,449SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,978SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$70,471SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,471TotalRevenueColumnAmt
Exclusion$70,471ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$60,625FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,985ContriRptFundraisingEventAmt
Fundraising Direct Expenses$21,837FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,788TotalRevenueColumnAmt
Exclusion$38,788ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$112,125GrossSalesOfInventoryAmt
Cost Of Goods Sold$60,442CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,683TotalRevenueColumnAmt
Exclusion$51,683ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$5TotalRevenueColumnAmt
Exclusion$5ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$881,133TotalRevenueColumnAmt
Related Or Exempt Func Income$56,962RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$394,687ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$117,541TotalAmt
Program Services$57,596ProgramServicesAmt
Management And General$43,490ManagementAndGeneralAmt
Fundraising$16,455FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$253,167TotalAmt
Program Services$123,786ProgramServicesAmt
Management And General$94,300ManagementAndGeneralAmt
Fundraising$35,081FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,399TotalAmt
Program Services$3,177ProgramServicesAmt
Management And General$2,270ManagementAndGeneralAmt
Fundraising$952FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$41,484TotalAmt
Program Services$20,551ProgramServicesAmt
Management And General$14,818ManagementAndGeneralAmt
Fundraising$6,115FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,402TotalAmt
Program Services$13,917ProgramServicesAmt
Management And General$10,509ManagementAndGeneralAmt
Fundraising$3,976FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,087TotalAmt
Management And General$5,087ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37,768TotalAmt
Program Services$4,831ProgramServicesAmt
Management And General$31,556ManagementAndGeneralAmt
Fundraising$1,381FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,684TotalAmt
Program Services$11,115ProgramServicesAmt
Management And General$8,393ManagementAndGeneralAmt
Fundraising$3,176FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,313TotalAmt
Program Services$9,463ProgramServicesAmt
Management And General$7,146ManagementAndGeneralAmt
Fundraising$2,704FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$29,311TotalAmt
Program Services$23,448ProgramServicesAmt
Management And General$4,397ManagementAndGeneralAmt
Fundraising$1,466FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$129,123TotalAmt
Program Services$103,299ProgramServicesAmt
Management And General$19,368ManagementAndGeneralAmt
Fundraising$6,456FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,145TotalAmt
Program Services$16,916ProgramServicesAmt
Management And General$3,172ManagementAndGeneralAmt
Fundraising$1,057FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EVENT EXPENSE$44,450$44,450
MISCELLANEOUS$28,485$11,121$16,018$1,346
EXHIBITS EXPENSE$15,567$15,567

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$799,926TotalAmt
Program Services$459,237ProgramServicesAmt
Management And General$260,524ManagementAndGeneralAmt
Fundraising$80,165FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$151,392BOYAmt
EOY$134,154EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$51,619BOYAmt
EOY$44,869EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,536BOYAmt
EOY$15,585EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$9,958EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$30,074BOYAmt
EOY$25,726EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,463BOYAmt
EOY$15,574EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,313,360LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,194,375LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,220,438BOYAmt
EOY$1,118,985EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,196,374BOYAmt
EOY$1,888,701EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,166BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,668,062BOYAmt
EOY$3,253,552EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$105,372BOYAmt
EOY$64,101EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$251,322BOYAmt
EOY$144,894EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$356,694BOYAmt
EOY$208,995EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,439,115BOYAmt
EOY$2,307,838EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$872,253BOYAmt
EOY$736,719EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,311,368BOYAmt
EOY$3,044,557EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,668,062BOYAmt
EOY$3,253,552EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$81,207ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$392,524NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$44,506PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$413,043CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$359,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$468,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$454,904CurrentTaxYearMinus1YearAmt
Current Tax Year$429,484CurrentTaxYearAmt
Total$2,125,087TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$194,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$214,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$214,000CurrentTaxYearMinus1YearAmt
Current Tax Year$214,000CurrentTaxYearAmt
Total$1,050,000TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$607,043CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$573,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$682,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$668,904CurrentTaxYearMinus1YearAmt
Current Tax Year$643,484CurrentTaxYearAmt
Total$3,175,087TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$592,916SubstantialContributorsTotAmt
Public Support Total170$2,582,171PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$140,779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$247,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,988CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,174CurrentTaxYearMinus1YearAmt
Current Tax Year$294,547CurrentTaxYearAmt
Total$972,444TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,224CurrentTaxYearMinus3YearsAmt
Current Tax Year$60,630CurrentTaxYearAmt
Total$68,854TotalAmt
FieldValueIRS element (for citing)
Total Support$4,216,385TotalSupportAmt
Gross Receipts Rltd Activities$819,603GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61240PublicSupportCY170Pct
Public Support PY1700.63940PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationINSURANCE PROCEEDS - 2018 AMOUNT: $ 8,224. OTHER INCOME - 2021 AMOUNT: $ 5. GROSS FUNDRAISING - 2021 AMOUNT: $ 60,625.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$872,253BeginningYearBalanceAmt
Contributions$1,578ContributionsAmt
Investment Earnings Or Losses-$108,952InvestmentEarningsOrLossesAmt
Other Expenditures$41,083OtherExpendituresAmt
End Year Balance$723,796EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$736,020BeginningYearBalanceAmt
Contributions$139,535ContributionsAmt
Investment Earnings Or Losses$193,368InvestmentEarningsOrLossesAmt
Other Expenditures$196,670OtherExpendituresAmt
End Year Balance$872,253EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$637,275BeginningYearBalanceAmt
Contributions$232,595ContributionsAmt
Investment Earnings Or Losses$15,752InvestmentEarningsOrLossesAmt
Other Expenditures$149,602OtherExpendituresAmt
End Year Balance$736,020EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$637,658BeginningYearBalanceAmt
Contributions$139,230ContributionsAmt
Investment Earnings Or Losses$31,062InvestmentEarningsOrLossesAmt
Other Expenditures$170,675OtherExpendituresAmt
End Year Balance$637,275EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$626,509BeginningYearBalanceAmt
Contributions$155,547ContributionsAmt
Investment Earnings Or Losses$22,902InvestmentEarningsOrLossesAmt
Other Expenditures$167,300OtherExpendituresAmt
End Year Balance$637,658EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,215,050OtherCostOrOtherBasisAmt
Depreciation$2,123,006DepreciationAmt
Book Value$1,092,044BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,310OtherCostOrOtherBasisAmt
Depreciation$71,369DepreciationAmt
Book Value$26,941BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,118,985TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$840,608TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$392,524NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$214,000DonatedServicesAndUseFcltsAmt
Other Revenue$143,086OtherRevenueAmt
Revenue Not Reported-$35,438RevenueNotReportedAmt
Revenue Subtotal$876,046RevenueSubtotalAmt
Investment Expenses Not Incld$5,087InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$5,087RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$881,133TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,151,925TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$214,000DonatedServicesUseFcltsAmt
Other Expenses Included$143,086OtherExpensesIncludedAmt
Expenses Not Reported$357,086ExpensesNotReportedAmt
Expenses Subtotal$794,839ExpensesSubtotalAmt
Investment Expenses Not Incld2$5,087InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$5,087ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$799,926TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE MUSEUM DOES NOT CAPITALIZE DONATED WORKS OF ART OR ARTIFACTS NOR RECOGNIZE THEM AS REVENUE OR GAINS. FASB ASC 958-605, REVENUE RECOGNITION, PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS AND/OR THE DIRECT CARE AND PRESERVATION OF THE MUSEUM'S EXISTING COLLECTIONS.
PART III, LINE 4:THE ASHM ACTIVELY COLLECTS OBJECTS RELEVANT TO ITS MISSION AND GOALS. EVERY OBJECT IN THE PERMANENT COLLECTION, AND EVERY OBJECT CONSIDERED FOR ACQUISITION FOR THE PERMANENT COLLECTION, SHOULD SUPPORT THE GOALS OF THE ASHM TO CREATE AN AWARENESS AND UNDERSTANDING OF THE CONTRIBUTIONS OF SWEDES AND SCANDINAVIANS IN AMERICA, AND TO PRESERVE, EXHIBIT, OR INTERPRET THE HISTORY AND CURRENT CONTRIBUTIONS OF SCANDINAVIANS FOR THE BENEFITS OF THE PUBLIC.
PART V, LINE 4:THE ASHM'S INVESTMENT OBJECTIVE IS TO ACHIEVE STABLE LONG-TERM GROWTH WHILE PROVIDING STEADY INCOME FROM ITS INVESTMENT PORTFOLIO; TO PROVIDE ONGOING SUPPORT FOR OPERATIONAL COSTS OF THE MUSEUM; AND TO PROVIDE A SOURCE FOR FUNDING OF CAPITAL PROJECTS AND INITIATIVES AS REQUESTED BY THE ASHM BOARD. THE MUSEUM ANNUALLY RECEIVES GENERAL CONTRIBUTIONS AND CONTRIBUTIONS RESTRICTED TO SPECIFIC PURPOSES, LIKE SALARIES, BUILDING IMPROVEMENTS, AND LIBRARY MATERIALS. MOST OF THESE RESTRICTIONS ARE FULFILLED QUICKLY. THE MUSEUM ALSO MAINTAINS A PERMANENTLY RESTRICTED ENDOWMENT, A PERCENTAGE OF WHICH SUPPORTS OPERATIONS AND CAPITAL PROJECTS EACH YEAR, AS THE BOARD DETERMINES AS NECESSARY OR THE RESTRICTION INDICATES.
PART X, LINE 2:GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE MUSEUM BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 60,442. FUNDRAISING EVENT EXPENSES 21,837. RENTAL EXPENSES 60,807.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 60,442. FUNDRAISING EVENT EXPENSES 21,837. RENTAL EXPENSES 60,807.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING TINGEvent1Nm
Gross Receipts Event1$28,381GrossReceiptsEvent1Amt
Charitable Contri Event1$6,985CharitableContriEvent1Amt
Gross Revenue Event1$21,396GrossRevenueEvent1Amt
Food And Beverage Event1$7,155FoodAndBeverageEvent1Amt
Entertainment Event1$400EntertainmentEvent1Amt
Other Direct Expenses Event1$4,130OtherDirectExpensesEvent1Amt
Event2LUCIAFESTEvent2Nm
Gross Receipts Event2$17,967GrossReceiptsEvent2Amt
Gross Revenue Event2$17,967GrossRevenueEvent2Amt
Food And Beverage Event2$1,280FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$586OtherDirectExpensesEvent2Amt
Other Events Total7OtherEventsTotalCnt
Gross Receipts Other Events$21,262GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$21,262GrossRevenueOtherEventsAmt
Food And Beverage Other Events$3,185FoodAndBeverageOtherEventsAmt
Entertainment Other Events$5,101EntertainmentOtherEventsAmt
Gross Receipts Total$67,610GrossReceiptsTotalAmt
Charitable Contributions Tot$6,985CharitableContributionsTotAmt
Gross Revenue Total Events$60,625GrossRevenueTotalEventsAmt
Food And Beverage Total Events$11,620FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,501EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$4,716OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,837DirectExpenseSummaryEventsAmt
Net Income Summary$38,788NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBERSHIP IS OPEN TO ALL PEOPLE, SUBJECT TO PAYMENT OF DUES. THERE ARE 9 LEVELS OF DUES-PAYING MEMBERS. THE MEMBERS VOTE TO ELECT THE MEMBERS OF THE BOARD OF GOVERNORS AND TO ADOPT CHANGES TO THE ORGANIZATION'S BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7AANY FOUNDATION MEMBER IN GOOD STANDING MAY SUBMIT NOMINATIONS TO THE NOMINATING COMMITTEE. MEMBERS OF THE BOARD OF GOVERNORS ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7BANY MEMBER IN GOOD STANDING (I.E. DUES PAID FOR THE YEAR) IS ELIGIBLE TO VOTE FOR APPROVAL TO CHANGE THE BY-LAW.
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE 990 WILL BE CIRCULATED TO THE FULL BOARD OF GOVERNORS BEFORE FILING. ANY COMMENTS/QUESTIONS OR SUGGESTIONS FOR MODIFICATION WILL BE GIVEN TO THE EXECUTIVE DIRECTOR AND CHAIRMAN OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CSTAFF MEMBERS, VOLUNTEERS, AND BOARD MEMBERS ARE ALL COVERED UNDER THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT OF INTEREST EXISTS, IT MUST BE DISCLOSED TO THE EXECUTIVE DIRECTOR. ANYONE WITH A CONFLICT MUST EXCUSE THEMSELVES FROM VOTING FOR ANY DECISION WHERE A CONFLICT EXISTS.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF GOVERNORS FOR APPROVAL. INPUT FOR THE DECISION IS PERFORMANCE EVALUATION (CONDUCTED BY THE OFFICERS) AND BENCHMARKING.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ANNUAL MEETING AND BY REQUEST. THE GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST.

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