2015-04-22T16:21:39-05:00 2014-09-30 410975573 REDPATH AND COMPANY LTD 4810 WHITE BEAR PARKWAY WHITE BEAR LAKE MN 55110 990 2013-10-01 410711603 THE AMERICAN SWEDISH INSTITUTE AMER 6128714907 2600 PARK AVENUE MINNEAPOLIS MN 55407 BRUCE KARSTADT CEO/PRESIDENT 6128714907 2015-04-02 1 ASHLEY C REHN CPA P00965922 6514267000 2015-04-02 2013 2016-02-25 16:41:14Z BRUCE KARSTADT 2600 PARK AVENUE MINNEAPOLIS MN 55407 6955173 0 X WWW.ASIMN.ORG X 1929 MN THE AMERICAN SWEDISH INSTITUTE IS A LEADING MUSEUM AND CULTURAL CENTER OF INTERNATIONAL REPUTATION WHICH INVITES ALL PEOPLE TO GATHER TO CONNECT THEIR PASTS TO THEIR SHARED FUTURE, TO UNDERSTAND THEIR HERITAGE IN RELATION TO OTHERS, AND TO DISCOVER THEIR ROLE AS NEIGHBORS AND GLOBAL CITIZENS. VIBRANT, ONGOING TIES TO SWEDEN ILLUMINATES AND INSPIRES ALL THESE ENDEAVORS. 21 21 145 250 240092 -34077 4268188 2010660 558870 671821 425748 362287 1169368 733001 6422174 3777769 13200 13800 0 0 2195551 1829260 0 0 288481 2534838 2316493 4743589 4159553 1678585 -381784 35572545 32589810 5485461 2836533 30087084 29753277 X THE AMERICAN SWEDISH INSTITUTE IS A GATHERING PLACE FOR ALL PEOPLE TO SHARE EXPERIENCES AROUND THEMES OF CULTURE, MIGRATION, THE ENVIRONMENT AND THE ARTS, INFORMED BY ENDURING LINKS TO SWEDEN. 0 0 845395 13800 327953 THE AMERICAN SWEDISH INSTITUTE PROGRAMS FOR LIFE-LONG LEARNING. PROGRAM AND EXHIBITS ARE DEVELOPED USING AN AUDIENCE DRIVEN PROCESS; MATCHING MISSION AND STRATEGIC GOALS TO INTERESTS AND BEHAVIORS OF OUR AUDIENCES. ASI IS ONE OF FIVE HUB ORGANIZATIONS IDENTIFIED BY THE SWEDISH EMBASSY TO PARTNER ON CULTURAL AND BUSINESS PROGRAMS AND EVENTS.ADULT PROGRAMS INCLUDE SWEDISH LANGUAGE CLASSES, CRAFT WORKSHOPS, LECTURES, TOURS, EXHIBIT OPENINGS, CONCERTS AND SPECIAL EVENTS.YOUTH AND FAMILY PROGRAMS OFFER ACTIVITIES FOR PRE-SCHOOLERS THROUGH COLLEGE STUDENTS. PROGRAMS INCLUDE SVENSKA SKOLAN SWEDISH LANGUAGE CLASSES FOR CHILDREN, CRAFT WORKSHOPS FOR YOUTH, SEASONAL YOUTH AND FAMILY ACTIVITIES, COMMUNITY PROGRAMS (AT ASI AND OUTREACH IN SCHOOLS), AFTER-SCHOOL PROGRAMS AND CAMPS. ASI ALSO INCORPORATES CHILDREN/FAMILY ACTIVITIES FOR ALL MAJOR EXHIBITS. 1222657 340632 EXHIBITIONS: ASI HOSTS 2 TO 3 MAJOR EXHIBITS ANNUALLY, AS WELL AS SMALLER, SHORT-TERM OR OFF-SITE EXHIBITS. ASI'S EXHIBITS RANGE IN THEMES FROM SWEDISH AND NORDIC ARTS, CRAFT, HISTORY AND CONTEMPORARY LIFE, OFTEN DEVELOPED IN CONJUNCTION WITH LOCAL PARTNERING ORGANIZATIONS AND ARTIST AS WELL AS THE SWEDISH EMBASSY AND NORDIC HERITAGE MUSEUMS. ONE OF THE MAJOR EXHIBIT EXPERIENCES IS THE 33-ROOM TURNBLAD MANSION AND ITS ANNUAL NORDIC CHRISTMAS DISPLAYS REPRESENTING DISPLAYS FOR THE FIVE NORDIC COUNTRIES.VISITOR AND VOLUNTEER SERVICES: VISITOR SERVICES STAFF SCHEDULE GROUP TOURS OF THE MANSION, AND HANDLE THE RECEPTION, REGISTRATION AND ADMISSION FUNCTIONS FOR ASI. VOLUNTEERS ASSIST IN EVERY ASPECT OF ASI OPERATIONS. IN 2014, APPROXIMATELY 250 INDIVIDUALS VOLUNTEERED OVER 15,500 HOURS WORKING THROUGHOUT THE ORGANIZATION.COLLECTIONS: ASI MAINTAINS MATERIAL COLLECTIONS AND LIBRARY AND ARCHIVES COLLECTIONS. THE GOAL OF ASI'S COLLECTIONS IS TO REFLECT THE CULTURES OF SWEDEN AND SWEDISH AMERICA AND TO PROVIDE RESOURCES FOR RESEARCH FOR ASI STAFF, SCHOLARS AND THE PUBLIC. 631272 496145 CULTURAL ENTERPRISES INCLUDE THREE UNITS: THE MUSEUM SHOP, FIKA CAFE, AND FACILITY RENTALS. THE MUSEUM SHOP AND FIKA CAFE ARE LOCATED IN THE NELSON CULTURAL CENTER AND ARE MUSEUM ENHANCING VISITOR AMENITIES. THE SHOP SELLS TRADITIONAL AND MODERN NORDIC ITEMS RELATING TO THE MUSEUM, PROGRAMS AND EXHIBITS. FIKA CAFE FEATURES NEW NORDIC CUISINE AS WELL AS TRADITIONAL SWEDISH MENU ITEMS. THE FACILITIES RENTAL UNIT COORDINATES SPACE RENTALS IN THE NELSON CULTURAL CENTER, THE TURNBLAD MANSION AS WELL AS OUTDOOR SPACES FOR THOSE DESIRING AN EXCLUSIVE GROUP EXPERIENCE HERE AT ASI. 2699324 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 145 1 1 1 1 SW 0 0 0 1 1 0 0 0 0 X 21 21 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X BONNIE NELSON 6128714907 2600 PARK AVENUE MINNEAPOLIS MN 55407 TRUETT LAWSON FORMER CHAIR/BOARD MEMBER 1.80 X 0 0 0 THOMAS NELSON CHAIR 1.80 X X 0 0 0 BETH LUNDQUIST JONES BOARD MEMBER 1.80 X 0 0 0 INGRID MATTSSON FORMER SECRETARY/BOARD MEMBER 1.80 X 0 0 0 DR DAVID CARLSON BOARD MEMBER 1.80 X 0 0 0 RANDY MONSON TREASURER 1.80 X X 0 0 0 CARLINE BENGTSSON SECRETARY 1.80 X X 0 0 0 MARTIN BERTILSSON BOARD MEMBER 1.80 X 0 0 0 DEAN ERICKSON VICE CHAIR 1.80 X X 0 0 0 ANN-KRISTIN DE VERDIER BOARD MEMBER 1.80 X 0 0 0 RODNEY ANDERSON BOARD MEMBER 1.80 X 0 0 0 TONY HOFSTEDE BOARD MEMBER 1.80 X 0 0 0 HELEN BERGREN BOARD MEMBER 1.80 X 0 0 0 BETH LUNDQUIST JONES BOARD MEMBER 1.80 X 0 0 0 LESLIE NELSON BOARD MEMBER-FORMER 1.80 X 0 0 0 LENA NORRMAN BOARD MEMBER 1.80 X 0 0 0 GERALD SJOGREN BOARD MEMBER 1.80 X 0 0 0 ROLAND THORSTENSSON BOARD MEMBER 1.80 X 0 0 0 JENNIFER DALQUIST BOARD MEMBER 1.80 X 0 0 0 VERONIKA TORARP BOARD MEMBER 1.80 X 0 0 0 ALEXANDER KALLEBO BOARD MEMBER 1.80 X 0 0 0 JAMAL HASHI BOARD MEMBER 1.80 X 0 0 0 JOE HOGNANDER BOARD MEMBER 1.80 X 0 0 0 BARBARA GLASER BOARD MEMBER 1.80 X 0 0 0 TERRY CARLSON BOARD MEMBER 1.80 X 0 0 0 BRUCE KARSTADT PRESIDENT/CEO 40.00 X X 97366 0 12916 RUSS MICHALETZ BOARD MEMBER 1.80 X 0 0 0 PEGGY KORSMO-KENNON COO 40.00 X 82134 0 14170 BONNIE NELSON CFO 40.00 X 79895 0 7976 259395 0 35062 0 0 0 0 WATSON FORSBERG 6465 WAYZATA BLVD MINNEAPOLIS MN 55426 CONTRACTOR 109692 1 266270 437257 1307133 58302 2010660 CLASS AND PROGRAM 900099 334734 334734 ADMISSIONS AND TOURS 900099 333601 333601 MISCELLANEOUS 900099 3486 3486 671821 123413 123413 242534 0 242534 242534 37464 205070 1922215 1683341 238874 238874 238874 1984530 1494063 490467 455445 35022 3777769 1164730 240092 362287 2600 2600 11200 11200 306065 278018 28047 1203971 806131 239241 158599 3035 1621 1039 375 182688 97520 62570 22598 133501 71262 45724 16515 10290 10290 26254 26254 52657 52657 140442 113058 18577 8807 92438 2119 90319 247000 97380 113964 35656 263898 226160 35184 2554 28620 7825 18426 2369 83724 83724 961114 881253 75874 3987 REPAIR & MAINTENANCE 150458 136908 12195 1355 FOOD AND CATERING 91645 85817 3788 2040 EXHIBIT EXP 91219 91219 DUES, LICENSES & SUBSCR 51189 42695 3045 5449 25545 24556 859 130 4159553 2699324 1171748 288481 448311 51644 70829 217029 2711339 352829 23745 53260 234224 236992 16890 6716 30879385 5606222 26204730 25273163 4780712 5316412 1081765 1081765 35572545 32589810 377402 225980 71519 250157 5036540 2360396 5485461 2836533 X 24857734 24400852 1432486 1554478 3796864 3797947 30087084 29753277 35572545 32589810 -381784 47977 0 X 0 1 X 1 0 X 7549160 3923244 1634859 4268188 2010660 19386111 7549160 3923244 1634859 4268188 2010660 19386111 10846853 8539258 119710 112624 57895 110357 123413 523999 19910110 6595373 0.42890 0.44760 X PART II SECTION A THERE IS A SHORT YEAR REFLECTED IN COLUMN C, REFLECTING ACTIVITY FROM MARCH 1, 2012 THROUGH SEPTEMBER 30, 2012. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1081765 X X X X 0 4352791 1083 304994 120289 4538579 3985559 316826 243015 192609 4352791 3925619 25 59915 3985559 4054391 60 60168 189000 3925619 3662058 2390 407360 17417 4054391 0.00000 0.84000 0.16000 0 0 6155000 6155000 23343019 5031405 18311614 1381366 574817 806549 25273163 X 3773089 47977 47977 3725112 52657 52657 3777769 4106896 0 4106896 52657 52657 4159553 PART III, LINE 4: THE COLLECTIONS CONSIST OF SWEDISH ARTWORK, CRAFTS, TEXTILES, BOOKS, AND HISTORICAL MATERIALS USED TO EDUCATE THE PUBLIC ON SWEDISH CULTURE. PART V, LINE 4: THE INSTITUTE'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO PROVIDE FOR BUILDING AND GARDENS MAINTENANCE AND IMPROVEMENTS, SCHOLARSHIPS, AND SWEDISH EDUCATIONAL AND CULTURAL PROGRAMS, AS WELL AS FOR GENERAL OPERATIONS IN SUPPORT OF THE MISSION. PART X, LINE 2: A TAX EXPENSE OR BENEFIT FROM AN UNCERTAIN INCOME TAX POSITION (INCLUDING TAX-EXEMPT STATUS) MAY BE RECOGNIZED ONLY WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES ASI HAS NO UNCERTAIN INCOME TAX POSITIONS THAT WOULD RESULT IN AN ACCRUAL, EXPENSE OR BENEFIT UNDER THE MORE LIKELY THAN NOT STANDARD. 1 EDUCATION SCHOLARSHIP 1 1000 ART PRIZES 2 200 RESEARCH/EDUCATION SCHOLARSHIP 1 4000 RESEARCH SCHOLARSHIP 1 6000 PART I, LINE 2: AWARD RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL REPORT TO THE AMERICAN SWEDISH INSTITUTE, AS WELL AS ANY PUBLISHED OR PRESENTED WORK RESULTING FOR THE STUDY WITHIN 6 MONTHS OF THE TERM OF THE GRANT. X 7 58302 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): COLUMN B REFLECTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS ALLOWED TO MAKE DECISIONS ON BEHALF OF THE BOARD BUT MUST REPORT THEIR ACTIONS BACK TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 CULINAIRE, A FOOD AND BEVERAGE MANAGEMENT COMPANY, MANAGED ASI'S FOOD AND BEVERAGE AND SPACE RENTAL OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONLY ONE CLASS OF MEMBERSHIP IN THE ORGANIZATION. THE MEMBERSHIP ELECTS BOARD MEMBERS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THERE IS ONLY ONE CLASS OF MEMBERSHIP IN THE ORGANIZATION THE MEMBERSHIP ELECTS BOARD MEMBERS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE 990 RETURN IS FIRST REVIEWED BY THE CFO AND THEN BY THE TREASURER AFTER THE CFO AND TREASURER HAVE REVIEWED THE FORM 990 IS SENT TO THE ENTIRE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE FILLED OUT ANNUALLY. THEY ARE COLLECTED AND REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. CONFLICT OF INTEREST POLICIES HAVE BEEN IN PLACE FOR SEVERAL YEARS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED BY DISCUSSION BY EXECUTIVE COMMITTEE. COMPENSATION WAS BASED ON COMPARABLE POSITIONS AND BUDGET REQUIREMENTS. FORM 990, PART VI, SECTION C, LINE 19 ASI MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OR BY WEBSITE.