NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (EIN 41-6038548)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202103179349301415
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T09:42:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411927912 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODNEY & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 DIVISION ST PO BOX 347 | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 550570347 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416038548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWEGIAN-AMERICAN HISTORICAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 5077863221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 ST OLAF AVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY BOXRUD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5077863221 | PhoneNum |
| Signature | 2021-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | BOXRUD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN ETTER | PreparerPersonNm |
| PTIN | P00734245 | PTIN |
| Phone | 5076630861 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT KNUDSON | PrincipalOfficerNm |
| Gross Receipts | $519,252 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAHA.STOLAF.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (NAHA) IS TO LOCATE, COLLECT, PRESERVE AND INTERPRET THE NORWEGIAN-AMERICAN EXPERIENCE WITH ACCURACY, INTEGRITY, AND LIVELINESS. TO ACHIEVE THIS GOAL, WE MAINTAIN AN ACTIVE ACQUISITIONS PROGRAM FOCUSING ON MATERIALS RELATED TO NORWEGIAN-AMERICAN IMMIGRATION AND IMMIGRANTS. IN ADDITION TO MAINTAINING THE LARGEST ARCHIVE OF NORWEGIAN-AMERICAN IMMIGRATION MATERIALS, WE HAVE AN ACTIVE PUBLICATIONS PROGRAM TO ENCOURAGE SCHOLARSHIP IN THIS AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $81,577 | PYContributionsGrantsAmt |
| CY Contributions Grants | $194,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,440 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $135 | CYProgramServiceRevenueAmt |
| PY Investment Income | $132,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $215,009 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,286 | PYOtherRevenueAmt |
| CY Other Revenue | $1,155 | CYOtherRevenueAmt |
| PY Total Revenue | $224,376 | PYTotalRevenueAmt |
| CY Total Revenue | $411,165 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $103,170 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $143,867 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,405 | PYOtherExpensesAmt |
| CY Other Expenses | $324,018 | CYOtherExpensesAmt |
| PY Total Expenses | $160,575 | PYTotalExpensesAmt |
| CY Total Expenses | $467,885 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $63,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$56,720 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,676,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,843,346 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $232,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $325,293 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,444,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,518,053 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (NAHA) IS TO LOCATE, COLLECT, PRESERVE AND INTERPRET THE NORWEGIAN-AMERICAN EXPERIENCE WITH ACCURACY, INTEGRITY, AND LIVELINESS. TO ACHIEVE THIS GOAL, WE MAINTAIN AN ACTIVE ACQUISITIONS PROGRAM FOCUSING ON MATERIALS RELATED TO NORWEGIAN-AMERICAN IMMIGRATION AND IMMIGRANTS. IN ADDITION TO MAINTAINING THE LARGEST ARCHIVE OF NORWEGIAN-AMERICAN IMMIGRATION MATERIALS, WE HAVE AN ACTIVE PUBLICATIONS PROGRAM TO ENCOURAGE SCHOLARSHIP IN THIS AREA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $63,340 | ExpenseAmt |
| Desc | MEMBERSHIP: THE ASSOCIATION'S PRIMARY MEMBERSHIP ACTIVITIES INCLUDE HOSTING EDUCATIONAL EVENTS AND TOURS. NAHA ALSO PRODUCES A QUARTERLY PRINT NEWSLETTER TO INFORM AND EDUCATE MEMBERS ABOUT OUR COLLECTIONS AND TOPICS RELATED TO NORWEGIAN- AMERICAN IMMIGRATION HISTORY. WHILE THE PANDEMIC CAUSED US TO PUT A HOLD ON IN-PERSON EVENTS, WE MOVED OUR EVENTS ONLINE, ENABLING US TO INCREASE ATTENDANCE AND BETTER CONNECT WITH OUR MEMBERS ACROSS THE NATION AND ABROAD. IN MAY, NAHA HOSTED ITS ANNUAL SPRING MEMBER MEETUP, FEATURING TERJE JORANGER, DIRECTOR OF THE NORWEGIAN EMIGRANT MUSEUM. JORANGER'S TOPIC WAS "NEW DIRECTIONS IN MIGRATION RESEARCH." IN OCTOBER, NAHA HELD ITS BIENNIAL MEMBER MEETING. OUR KEYNOTE SPEAKER WAS ERIKA JACKSON, ASSOCIATE PROFESSOR OF HISTORY FROM COLORADO UNIVERSITY MESA. JACKSON'S TOPIC WAS "BECOMING WHITE: THE CASE OF SCANDINAVIANS IN CHICAGO." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,586 | ExpenseAmt |
| Desc | ARCHIVES: NAHA CONTINUES TO ACTIVELY COLLECT AND PRESERVE MATERIALS RELATED TO THE NORWEGIAN-AMERICAN EXPERIENCE; ASSIST MEMBERS, SCHOLARS, HISTORIANS, AND OTHERS IN ACCESSING OUR ARCHIVAL HOLDINGS; AND EXPAND OUR DIGITAL REPOSITORIES. IN 2020, 28 DONATIONS WERE ADDED TO OUR ARCHIVES. DOZENS OF SCHOLARS, HISTORIANS, AND FAMILY GENEALOGISTS USE THE NAHA ARCHIVES IN PERSON EACH YEAR. IN MARCH OF 2020, WE SHUT OUR DOORS TO THE PUBLIC DUE TO COVID-19 AND FOCUSED ON SERVING PATRONS REMOTELY. OVER THE COURSE OF THE YEAR, OUR STAFF RESPONDED TO MORE THAN 100 RESEARCH OR MATERIAL REQUESTS FULFILLED BY PHONE OR EMAIL. IN OCTOBER, NAHA WAS AWARDED A 87,000 GRANT FROM THE MINNESOTA ARTS AND CULTURAL HERITAGE FUND TO DIGITIZE SELECTED MATERIALS FROM THE OLE E. ROLVAAG COLLECTION. WORK BEGAN ON THE PROJECT IN JANUARY OF 2021. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $157,258 | ExpenseAmt |
| Desc | PUBLICATION: IN THE FALL OF 2020, NAHA RELEASED VOLUME 38 OF OUR SCHOLARLY JOURNAL, NORWEGIAN-AMERICAN STUDIES AND SHARED IT WITH OUR MEMBERS. REDESIGNED AND RELAUNCHED IN 2019, THE JOURNAL IS NOW PUBLISHED IN COOPERATION WITH THE UNIVERSITY OF MINNESOTA. IT IS DEDICATED TO SHOWCASING THE BEST WORK BEING DONE IN THE FIELD OF NORWEGIAN-AMERICAN STUDIES, INCLUDING THE RELATED FIELDS OF HISTORY, LITERATURE, RELIGION, ART, AND CULTURAL STUDIES. THE JOURNAL AIMS TO NOT ONLY PUBLISH SCHOLARSHIP ON NORWEGIAN-AMERICAN LIFE, BUT ALSO FACILITATE INTELLECTUAL EXCHANGE BY PUBLISHING ORIGINAL RESEARCH ARTICLES ALONGSIDE DISCUSSIONS OF SCHOLARLY WORKS IN PROGRESS, THE TEACHING AND LEARNING OF NORWEGIAN-AMERICAN STUDIES, REVIEWS OF BOOKS RECENTLY PUBLISHED IN THE FIELD, AND MORE. DIGITAL ACCESS TO THE JOURNAL AND ITS BACK ISSUES IS ALSO AVAILABLE FREE OF CHARGE TO NAHA MEMBERS VIA JSTOR DIGITAL LIBRARY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,083 | ExpenseAmt |
| Desc | ADJUSTMENT ACROSS ALL ACCOMPLISHMENTS RELATED TO FUTURE LIABILITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,083 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $416,267 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY BOXRUD | PersonNm |
| Phone | 5077863221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 ST OLAF AVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KRISTIN ANDERSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE ATKINS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIT BARKVE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN DRESSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ESSAM ELKORGHLI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GRACIA GRINDAL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARNSTEIN HJELDE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM HONSVALL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KYLE JANSSON | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RONALD JOHNSON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KIM KITTILSBY | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT KNUDSON | ||||||
| PRESIDENT/FR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANN MARIE LEGREID | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERJE LEIREN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE MILLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN LILLEHAUGEN NASBY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARON OLSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NILS OLAV OSTREM | ||||||
| NAHA NORGE R | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT RICHARDSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL ROLVAAG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCI SORTOR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| INGRID URBERG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN WALSETH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE WILLIS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $28,459 | MembershipDuesAmt |
| All Other Contributions | $166,407 | AllOtherContributionsAmt |
| Total Contributions | $194,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLICATION REVENUE/BOOK SALE | 519100 | $149 | $149 |
| EVENT/CONFERENCE FEES | 511130 | -$14 | -$14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $135 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,818 | TotalRevenueColumnAmt |
| Exclusion | $79,818 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,154 | TotalRevenueColumnAmt |
| Exclusion | $1,154 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $243,278 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,087 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,191 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,191 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,191 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $1 | TotalRevenueColumnAmt |
| Exclusion | $1 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,326 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $80,973 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,331 | TotalAmt |
| Program Services | $32,165 | ProgramServicesAmt |
| Management And General | $32,166 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,536 | TotalAmt |
| Program Services | $79,536 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,520 | TotalAmt |
| Management And General | $3,520 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,240 | TotalAmt |
| Management And General | $3,240 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,771 | TotalAmt |
| Program Services | $1,771 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,316 | TotalAmt |
| Program Services | $134,793 | ProgramServicesAmt |
| Management And General | $1,523 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,072 | TotalAmt |
| Program Services | $407 | ProgramServicesAmt |
| Management And General | $3,665 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522 | TotalAmt |
| Program Services | $470 | ProgramServicesAmt |
| Management And General | $52 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820 | TotalAmt |
| Program Services | $1,378 | ProgramServicesAmt |
| Management And General | $442 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222 | TotalAmt |
| Management And General | $222 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347 | TotalAmt |
| Program Services | $347 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,798 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
| Management And General | $2,298 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ARCHIVES | $160,000 | $160,000 | |
| BANK FEES/PAYPAL CHARGES | $965 | $965 | |
| STAFF DEVELOPMENT | $822 | $822 | |
| BOARD | $578 | $578 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,885 | TotalAmt |
| Program Services | $416,267 | ProgramServicesAmt |
| Management And General | $51,618 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,741 | BOYAmt |
| EOY | $103,712 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,856 | BOYAmt |
| EOY | $14,877 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $87,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,315 | BOYAmt |
| EOY | $16,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $347 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,468 | BOYAmt |
| EOY | $3,121 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,368,206 | BOYAmt |
| EOY | $3,607,939 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,381 | BOYAmt |
| EOY | $10,525 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,676,967 | BOYAmt |
| EOY | $3,843,346 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,651 | BOYAmt |
| EOY | $8,989 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,615 | BOYAmt |
| EOY | $61,981 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,241 | BOYAmt |
| EOY | $254,323 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,507 | BOYAmt |
| EOY | $325,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588,779 | BOYAmt |
| EOY | $2,575,402 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,681 | BOYAmt |
| EOY | $942,651 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,444,460 | BOYAmt |
| EOY | $3,518,053 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,676,967 | BOYAmt |
| EOY | $3,843,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$56,720 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $130,337 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$24 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,866 | CurrentTaxYearAmt |
| Total | $724,369 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,866 | CurrentTaxYearAmt |
| Total | $724,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $160,923 | SubstantialContributorsTotAmt |
| Public Support Total170 | $563,446 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,972 | CurrentTaxYearAmt |
| Total | $328,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,052,656 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,226 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,919,290 | BeginningYearBalanceAmt |
| Contributions | $12,500 | ContributionsAmt |
| Investment Earnings Or Losses | $212,601 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,353 | OtherExpendituresAmt |
| Administrative Expenses | $3,240 | AdministrativeExpensesAmt |
| End Year Balance | $3,040,798 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,765,611 | BeginningYearBalanceAmt |
| Contributions | $15,387 | ContributionsAmt |
| Investment Earnings Or Losses | $231,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $89,207 | OtherExpendituresAmt |
| Administrative Expenses | $3,632 | AdministrativeExpensesAmt |
| End Year Balance | $2,919,290 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,005,925 | BeginningYearBalanceAmt |
| Contributions | $788,963 | ContributionsAmt |
| Investment Earnings Or Losses | $52,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $79,653 | OtherExpendituresAmt |
| Administrative Expenses | $2,336 | AdministrativeExpensesAmt |
| End Year Balance | $2,765,611 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,930,999 | BeginningYearBalanceAmt |
| Contributions | $123,440 | ContributionsAmt |
| Investment Earnings Or Losses | $40,428 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,941 | OtherExpendituresAmt |
| Administrative Expenses | $2,001 | AdministrativeExpensesAmt |
| End Year Balance | $2,005,925 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,867,186 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $150,036 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,223 | OtherExpendituresAmt |
| End Year Balance | $1,930,999 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,468 | OtherCostOrOtherBasisAmt |
| Book Value | $3,468 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,468 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE MEMBERSHIP LIABILITY | $254,286 |
| MISC | $28 |
| MN DEPT OF REVENUE | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $254,323 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE USED TO PROVIDE SUPPORT FOR OPERATIONS, PUBLICATIONS, AND ARCHIVES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (NAHA) IS TO LOCATE, COLLECT, PRESERVE AND INTERPRET THE NORWEGIAN-AMERICAN EXPERIENCE WITH ACCURACY, INTEGRITY, AND LIVELINESS. TO ACHIEVE THIS GOAL, WE MAINTAIN AN ACTIVE ACQUISITIONS PROGRAM FOCUSING ON MATERIALS RELATED TO NORWEGIAN-AMERICAN IMMIGRATION AND IMMIGRANTS. IN ADDITION TO MAINTAINING THE LARGEST ARCHIVE OF NORWEGIAN-AMERICAN IMMIGRATION MATERIALS, WE HAVE AN ACTIVE PUBLICATIONS PROGRAM TO ENCOURAGE SCHOLARSHIP IN THIS AREA. |
| FORM 990, PAGE 2, PART III, LINE 4A | MEMBERSHIP: THE ASSOCIATION'S PRIMARY MEMBERSHIP ACTIVITIES INCLUDE HOSTING EDUCATIONAL EVENTS AND TOURS. NAHA ALSO PRODUCES A QUARTERLY PRINT NEWSLETTER TO INFORM AND EDUCATE MEMBERS ABOUT OUR COLLECTIONS AND TOPICS RELATED TO NORWEGIAN- AMERICAN IMMIGRATION HISTORY. WHILE THE PANDEMIC CAUSED US TO PUT A HOLD ON IN-PERSON EVENTS, WE MOVED OUR EVENTS ONLINE, ENABLING US TO INCREASE ATTENDANCE AND BETTER CONNECT WITH OUR MEMBERS ACROSS THE NATION AND ABROAD. IN MAY, NAHA HOSTED ITS ANNUAL SPRING MEMBER MEETUP, FEATURING TERJE JORANGER, DIRECTOR OF THE NORWEGIAN EMIGRANT MUSEUM. JORANGER'S TOPIC WAS "NEW DIRECTIONS IN MIGRATION RESEARCH." IN OCTOBER, NAHA HELD ITS BIENNIAL MEMBER MEETING. OUR KEYNOTE SPEAKER WAS ERIKA JACKSON, ASSOCIATE PROFESSOR OF HISTORY FROM COLORADO UNIVERSITY MESA. JACKSON'S TOPIC WAS "BECOMING WHITE: THE CASE OF SCANDINAVIANS IN CHICAGO." |
| FORM 990, PAGE 2, PART III, LINE 4B | ARCHIVES: NAHA CONTINUES TO ACTIVELY COLLECT AND PRESERVE MATERIALS RELATED TO THE NORWEGIAN-AMERICAN EXPERIENCE; ASSIST MEMBERS, SCHOLARS, HISTORIANS, AND OTHERS IN ACCESSING OUR ARCHIVAL HOLDINGS; AND EXPAND OUR DIGITAL REPOSITORIES. IN 2020, 28 DONATIONS WERE ADDED TO OUR ARCHIVES. DOZENS OF SCHOLARS, HISTORIANS, AND FAMILY GENEALOGISTS USE THE NAHA ARCHIVES IN PERSON EACH YEAR. IN MARCH OF 2020, WE SHUT OUR DOORS TO THE PUBLIC DUE TO COVID-19 AND FOCUSED ON SERVING PATRONS REMOTELY. OVER THE COURSE OF THE YEAR, OUR STAFF RESPONDED TO MORE THAN 100 RESEARCH OR MATERIAL REQUESTS FULFILLED BY PHONE OR EMAIL. IN OCTOBER, NAHA WAS AWARDED A 87,000 GRANT FROM THE MINNESOTA ARTS AND CULTURAL HERITAGE FUND TO DIGITIZE SELECTED MATERIALS FROM THE OLE E. ROLVAAG COLLECTION. WORK BEGAN ON THE PROJECT IN JANUARY OF 2021. |
| FORM 990, PAGE 2, PART III, LINE 4C | PUBLICATION: IN THE FALL OF 2020, NAHA RELEASED VOLUME 38 OF OUR SCHOLARLY JOURNAL, NORWEGIAN-AMERICAN STUDIES AND SHARED IT WITH OUR MEMBERS. REDESIGNED AND RELAUNCHED IN 2019, THE JOURNAL IS NOW PUBLISHED IN COOPERATION WITH THE UNIVERSITY OF MINNESOTA. IT IS DEDICATED TO SHOWCASING THE BEST WORK BEING DONE IN THE FIELD OF NORWEGIAN-AMERICAN STUDIES, INCLUDING THE RELATED FIELDS OF HISTORY, LITERATURE, RELIGION, ART, AND CULTURAL STUDIES. THE JOURNAL AIMS TO NOT ONLY PUBLISH SCHOLARSHIP ON NORWEGIAN-AMERICAN LIFE, BUT ALSO FACILITATE INTELLECTUAL EXCHANGE BY PUBLISHING ORIGINAL RESEARCH ARTICLES ALONGSIDE DISCUSSIONS OF SCHOLARLY WORKS IN PROGRESS, THE TEACHING AND LEARNING OF NORWEGIAN-AMERICAN STUDIES, REVIEWS OF BOOKS RECENTLY PUBLISHED IN THE FIELD, AND MORE. DIGITAL ACCESS TO THE JOURNAL AND ITS BACK ISSUES IS ALSO AVAILABLE FREE OF CHARGE TO NAHA MEMBERS VIA JSTOR DIGITAL LIBRARY. |
| FORM 990, PAGE 2, PART III, LINE 4D | ADJUSTMENT ACROSS ALL ACCOMPLISHMENTS RELATED TO FUTURE LIABILITY. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ASSOCIATION HAS FOUR CLASSES OF MEMBERS. THE DESIGNATION OF SUCH CLASSES AND THE QUALIFICATIONS OF SUCH CLASSES ARE AS FOLLOWS: STUDENT MEMBERS: ANY NATURAL PERSON WITH PROOF OF ENROLLMENT MAY BECOME A STUDENT MEMBER UPON PAYING TO THE ADMINISTRATIVE DIRECTOR, ONE YEAR IN ADVANCE, ANNUAL DUES FOR A STUDENT MEMBERSHIP. ASSOCIATE MEMBERS: ANY NATURAL PERSON OR ANY CORPORATION, INSTITUTION, OR OTHER ORGANIZATION MAY BECOME AN ASSOCIATE MEMBER UPON PAYING TO THE ADMINISTRATIVE DIRECTOR, ONE YEAR IN ADVANCE, ANNUAL DUES FOR AN ASSOCIATE MEMBER. SUSTAINING MEMBERS: ANY NATURAL PERSON OR ANY CORPORATION, INSTITUTION, OR OTHER ORGANIZATION MAY BECOME A SUSTAINING MEMBER UPON PAYING TO THE ADMINISTRATIVE DIRECTOR, ONE YEAR IN ADVANCE, ANNUAL DUES FOR A SUSTAINING MEMBER. PATRON MEMBERS: ANY NATURAL PERSON OR ANY CORPORATION, INSTITUTION, OR OTHER ORGANIZATION MAY BECOME A PATRON MEMBER UPON PAYING TO THE ADMINISTRATIVE DIRECTOR, ONE YEAR IN ADVANCE, ANNUAL DUES FOR A PATRON MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ST. OLAF COLLEGE APPOINTS TWO DIRECTORS OF THE BOARD OF DIRECTORS. THE MEMBERS ELECT THE REMAINING DIRECTORS OF THE BOARD OF DIRECTORS. STUDENT MEMBERS, ASSOCIATE MEMBERS, SUSTAINING MEMBERS AND PATRON MEMBERS CAN INCLUDE ANY NATURAL PERSON OR CORPORATION, INSTITUTION, OR OTHER ORGANIZATION. THEY MAY BECOME A MEMBER UPON PAYING THE DUES FOR THAT MEMBERSHIP CLASS. ANY PERSONS WHO BECAME A LIFE MEMBER PRIOR TO MAY 1, 2004, SHALL CONTINUE HIS OR HER MEMBERSHIP THROUGH HIS OR HER NATURAL LIFE. EACH MEMBER, REGARDLESS OF CLASSIFICATION, SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF MEMBERS. MEMBERS MAY USE HISTORICAL MATERIALS IN THE ARCHIVES OF THE ASSOCIATION IN ACCORDANCE WITH POLICIES ESTABLISHED BY THE BOARD. THE PRESIDENT OF NAHA-NORWAY SHALL HAVE THE RIGHT TO APPOINT A NAHA- NORGE REPRESENTATIVE TO THE NAHA BOARD FOR A TWO-YEAR TERM, FOR THE DURATION OF THAT PERSON'S TENURE IN THAT OFFICE, TO BE A FULL VOTING MEMBER OF THE BOARD OF DIRECTORS OF THE ASSOCIATION, HOLDING THE SAME TERM- LIMITS, OBLIGATIONS AND RIGHTS AS THOSE AFFORDED THE ELECTED MEMBERS OF THE BOARD, AND SHALL COUNT TOWARDS THE TOTAL OF 25 BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS DISTRIBUTED TO THE BOARD'S FINANCE COMMITTEE FOR REVIEW AS SOON AS PREPARATION IS COMPLETE. THE COMMITTEE ADDRESSES ANY QUESTIONS, CONCERNS, AND/OR SUGGESTIONS THAT MIGHT ARISE. WHEN ALL ISSUES ARE RESOLVED, THE FINANCE COMMITTEE APPROVES THE FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ASSOCIATION'S CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS AND PROHIBITS TRANSACTIONS WHICH POTENTIALLY WOULD CREATE A CONFLICT OF INTEREST, UNLESS SUCH CONFLICTS ARE DISCLOSED IN WRITING TO THE BOARD OF DIRECTORS PRIOR TO THE TRANSACTION OCCURRING. THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE REVIEW AND DETERMINE IF A CONFLICT OF INTEREST EXISTS. BOARD MEMBERS WHO HAVE AN IDENTIFIED CONFLICT OF INTEREST ARE PROHIBITED FROM VOTING ON MATTERS RELATED TO THAT POTENTIAL CONFLICT OF INTEREST AND MUST RECUSE THEMSELVES FROM DISCUSSION ON RELATED MATTERS. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE WORKS WITH THE HUMAN RESOURCES DEPARTMENT AT ST. OLAF COLLEGE TO DETERMINE THE APPROPRIATE SALARY RANGE FOR THE ADMINISTRATIVE DIRECTOR POSITION BASED ON SPECIFIC JOB RESPONSIBILITIES, LEVEL OF EXPERIENCE AND PERFORMANCE. PUBLISHED SALARY SURVEYS OF PEER ORGANIZATIONS ARE USED DURING THIS PROCESS. THE BOARD APPROVES THE SALARY WITHIN THE RANGE PRESENTED. ANNUAL INCREASE RANGES ARE SUGGESTED BY ST. OLAF COLLEGE BASED ON THE AVERAGE INCREASE DETERMINED BY THE COLLEGE BOARD OF REGENTS, AND THE ASSOCIATIONS'S BOARD MAKES A RECOMMENDATION WITHIN THAT RANGE BASED ON DIRECTOR PERFORMANCE. THE EXECUTIVE COMMITTEE MINUTES DOCUMENT THE DELIBERATION AND DECISION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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