2015-05-14T11:42:50-05:00 2014-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2013-07-01 231417519 AMERICAN SWEDISH HISTORICAL FOUNDATION AMER 2153891776 1900 PATTISON AVENUE PHILADELPHIA PA 19145 TRACEY RAE BECK EXECUTIVE DIRECTOR 2153891776 2015-05-08 1 KEVIN MCGINN P00440382 2154414600 2013 2016-02-25 16:41:14Z AMERICAN SWEDISH HISTORICAL MUSEUM TRACEY RAE BECK 1900 PATTISON AVENUE PHILADELPHIA PA 19145 1119398 0 X AMERICANSWEDISH.ORG X 1926 PA THE MISSION OF THE AMERICAN SWEDISH HISTORICAL MUSEUM IS TO PROMOTE AWARENESS IN AMERICA OF THE CONTRIBUTIONS OF SWEDISH CULTURE. THE MUSEUM'S EXHIBITIONS, LIBRARY, COLLECTIONS, RESEARCH, AND PROGRAMS EDUCATE THE PUBLIC AS TO HOW AN ETHNIC GROUP CAN INFLUENCE THE COURSE OF CULTURAL AND SCIENTIFIC DEVELOPMENT. 24 23 14 250 0 0 486443 603723 46172 53981 69765 60902 72776 101082 675156 819688 0 0 0 0 341089 353334 0 0 80765 366862 418765 707951 772099 -32795 47589 2924397 3334234 51999 147916 2872398 3186318 X THE MISSION OF THE AMERICAN SWEDISH HISTORICAL MUSEUM IS TO PROMOTE AWARENESS IN AMERICA OF THE CONTRIBUTIONS OF SWEDISH CULTURE. THE MUSEUM'S EXHIBITIONS, LIBRARY, COLLECTIONS, RESEARCH, AND PROGRAMS EDUCATE THE PUBLIC AS TO HOW AN ETHNIC GROUP CAN INFLUENCE THE COURSE OF CULTURAL AND SCIENTIFIC DEVELOPMENT. THROUGH ITS ACTIVITIES AND ITS HISTORIC BUILDING IN PHILADELPHIA, THE MUSEUM FOSTERS INTEREST IN HISTORICAL AND CONTEMPORARY SCANDINAVIAN LIFE. 0 0 252882 10625 CURATORIAL AND EXHIBITIONS: PRESERVED AND DISPLAYED THE OLDEST COLLECTION OF ART AND ARTIFACTS WHICH REPRESENT THE CONTRIBUTIONS OF SWEDES AND OTHER SCANDINAVIANS IN AMERICA. PRESENTED 3 NEW TEMPORARY EXHIBITIONS WHICH WERE VIEWED BY OVER 12,000 VISITORS. PARTICIPATED IN A TELEVISED DOCUMENTARY ABOUT THE HISTORY OF PHILADELPHIA. 234199 43356 EDUCATIONAL PROGRAMS: PRESENTED 35 PUBLIC PROGRAMS AND EVENTS WHICH INTERPRET SWEDISH AND SWEDISH AMERICAN HISTORY, CULTURE, SCIENCE, MUSIC AND ART. PRESENTED AN INTERNATIONAL CONFERENCE ABOUT HISTORIC ARCHAEOLOGY AND THE NEW SWEDEN COLONY. TAUGHT SWEDISH LANGUAGE CLASSES. OFFERED SCHOOL AND LIBRARY PROGRAMS AT OVER 70 ORGANIZATIONS, SERVING 2,500 STUDENTS. 487081 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 5 5 14 1 0 0 0 0 0 0 0 0 0 0 X 24 23 1 0 0 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 1 1 0 PA X X TRACEY RAE BECK 2153891776 1900 PATTISON AVENUE PHILADELPHIA PA 19145 TRACEY RAE BECK EXECUTIVE DIRECTOR 40.00 X X 74160 0 8610 THERESA STUHLMAN BOARD MEMBER 0.00 X 0 0 0 MAYOR MICHAEL NUTTER EX-OFFICIO GOVERNORS 0.00 X 0 0 0 MARK FOCHT EX-OFFICIO GOVERNORS 0.00 X 0 0 0 LEONARD A BUSBY ESQ CHAIR 0.00 X 0 0 0 KRISTINA JOHNSON O'DOHERTY VICE CHAIR 0.00 X 0 0 0 JAMES R ROEBUCK JR BOARD MEMBER 0.00 X 0 0 0 MAJ-BRITT LAUTMAN MIDSOMMARKLUBBEN PRES. 0.00 X 0 0 0 ERIK D MUTHER BOARD MEMBER 0.00 X 0 0 0 EARL SEPPALA SECRETARY 0.00 X 0 0 0 DAWN GOULD AUXILIARY PRESIDENT 0.00 X 0 0 0 CHRISTINA GRAVDAHL BOARD MEMBER 0.00 X 0 0 0 CHRISTER BAECKSTROM BOARD MEMBER 0.00 X 0 0 0 CARIN FOSTER VICE CHAIR 0.00 X 0 0 0 BO BERGQVIST TREASURER 0.00 X 0 0 0 RONI CHRISTENSEN BOARD MEMBER 0.00 X 0 0 0 SAM HEED BOARD MEMBER 0.00 X 0 0 0 FANNY WARREN BOARD MEMBER 0.00 X 0 0 0 KRISTINA ANTONIADES BOARD MEMBER 0.00 X 0 0 0 GEORGE C MCFARLAND III BOARD MEMBER 0.00 X 0 0 0 ABBY SHAW BOARD MEMBER 0.00 X 0 0 0 EVERT J CHRISTENSEN JR BOARD MEMBER 0.00 X 0 0 0 DAVID W ENGSTROM BOARD MEMBER 0.00 X 0 0 0 MARJA KAISLA BOARD MEMBER 0.00 X 0 0 0 DAVID KIRK SEAGERS BOARD MEMBER 0.00 X 0 0 0 KIM-ERIC WILLIAMS BOARD MEMBER 0.00 X 0 0 0 74160 0 8610 0 0 0 0 0 41959 17210 6469 538085 603723 PROGRAM REVENUE 900099 29456 29456 EDUCATIONAL PROGRAMS 900099 13900 13900 ADMISSIONS 900099 10625 10625 53981 56749 56749 25499 2640 22859 22859 22859 245703 241550 4153 4153 4153 71443 17210 21202 50241 50241 62300 34318 27982 27982 819688 53981 0 161984 87316 17463 39292 30561 209448 124835 62789 21824 1674 1042 485 147 36059 20563 11162 4334 18837 9231 6405 3201 24880 24880 10070 4934 3424 1712 11728 5746 3988 1994 6313 3093 2146 1074 50754 40601 7613 2540 2574 1261 875 438 111209 88968 16681 5560 19427 15542 2914 971 PROGRAMS 71393 71393 REPAIRS & MAINTENANCE 35460 30481 3075 1904 EXHIBITS 31780 31780 SECURITY 7701 6161 1155 385 35476 13987 17369 4120 772099 487081 204253 80765 1965 3863 81446 118628 5100 10452 16124 21791 11179 4967 2251207 1236152 859468 1015055 1935117 2150845 7500 0 6498 8633 2924397 3334234 26999 57122 25000 90794 51999 147916 X 2278251 2433750 67849 159278 526298 593290 2872398 3186318 2924397 3334234 47589 266331 0 X 0 1 X 1 0 X 454793 470540 377063 486443 603723 2392562 194000 194000 194000 194000 194000 970000 648793 664540 571063 680443 797723 3362562 1059398 2303164 24616 33748 57397 67935 82248 265944 20120 10780 30900 3659406 722396 0.62940 0.60750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 594147 347268 66992 255839 752568 548836 232230 37053 223972 594147 547217 204335 3420 206136 548836 570738 262065 285586 547217 721948 154000 305210 570738 0.00000 0.78840 0.21160 0 0 2166079 1157600 1008479 85128 78552 6576 1015055 X 1282659 266331 194000 2640 462971 819688 0 819688 968739 194000 2640 196640 772099 0 772099 PART III, LINE 1A: THE MUSEUM DOES NOT CAPITALIZE DONATED WORKS OF ART OR ARTIFACTS OR RECOGNIZE THEM AS REVENUES OR GAINS. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (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. PART III, LINE 4: THE ASHM'S COLLECTIONS CONSIST OF THE MUSEUM BUILDING, THE ARCHITECTURAL INTERIORS, AND SUBCOLLECTIONS OF FINE ARTS, DECORATIVE ARTS, COSTUMES AND TEXTILES, HISTORICAL MATERIALS, TECHNOLOGICAL AND SCIENTIFIC MATERIALS, ARCHIVAL AND PHOTOGRAPHIC MATERIALS, AND A LIBRARY. THE PERMANENT AND TEMPORARY EXHIBITIONS OF THE ASHM ACTIVELY FURTHER THE MISSION AND GOALS OF THE ASHF AND THE ASHM, BY EXHIBITING AND INTERPRETING THE HISTORY AND CONTEMPORARY CONTRIBUTIONS OF SWEDISH AND SWEDISH-AMERICAN PEOPLE FOR THE BENEFIT OF THE PUBLIC, PROMOTING BETTER UNDERSTANDING OF THE INFLUENCE OF SWEDISH PEOPLE ON THE CULTURAL, ECONOMIC, SOCIAL, AND POLITICAL DEVELOPMENT OF THE UNITED STATES, AND INSTILLING IN ALL PEOPLE AN AWARENESS OF THE DIVERSITY OF CULTURAL HERITAGE. THE ASHM WILL USE ITS PERMANENT COLLECTIONS TO ILLUSTRATE THESE POINTS VIA PERMANENT AND TEMPORARY EXHIBITIONS. 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. PART X, LINE 2: THE MUSEUM FILES FEDERAL FORM 990 AND HAS NOT FILED A FORM 990T. WITH FEW EXCEPTIONS, THE MUSEUM IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2010. IT IS DIFFICULT TO PREDICT THE FINAL TIMING AND RESOLUTION OF ANY PARTICULAR UNCERTAIN TAX POSITION. THE MUSEUM DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN ITS UNCERTAIN TAX POSITION OVER THE NEXT 12 MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE ADJUSTMENT 2,640. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE ADJUSTMENT 2,640. X 37 0 X 0 X 17 0 0 0 0 0 PART I, LINE 33: THE MUSEUM DOES NOT CAPITALIZE DONATED WORKS OF ART OR ARTIFACTS OR RECOGNIZE THEM AS REVENUES OR GAINS. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (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. SCHEDULE M, PART I: CONTRIBUTIONS IN THIS PART WERE TOTALED BY NUMBER OF ITEMS CONTRIBUTED, NOT BY NUMBER OF CONTRIBUTORS. 37 WORKS OF ART AND 17 HISTORICAL ARTIFACTS WERE CONTRIBUTED DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 2 ALICE CHRISTENSEN IS THE AUNT OF EVERT CHRISTENSEN, JR. ALL BOARD MEMBERS ARE REQUESTD ONCE PER YEAR TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST OR SIGN A STATEMENT THAT SAYS THERE IS NONE. FORM 990, PART VI, SECTION A, LINE 6 ANYONE MAY BECOME A MEMBER UPON PAYMENT OF DUES. MEMBERSHIP IS ON A YEAR-TO-YEAR BASIS, SUBJECT TO THE PAYMENT OF DUES. FORM 990, PART VI, SECTION A, LINE 7A TWO BOARD OF GOVERNORS ARE THE PRESIDENTS OF THE AUXILIARY AND MIDSOMMARKLUBBEN. THE PRESIDENTS ARE ELECTED BY THEIR RESPECTIVE CLUB MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE ORGANIZATION'S BY-LAWS ARE SUBJECT TO APPROVAL BY THE ORGANIZATION'S MEMBERS. FORM 990, PART VI, SECTION B, LINE 10B THE EXECUTIVE DIRECTOR IS IN REGULAR CONTACT WITH EACH CLUB WITHIN THE ORGANIZATION, ATTENDS MEETINGS AND REVIEWS THEIR EVENT PLANS. THE ELECTED PRESIDENT OF THE 2 MAIN CLUBS ARE ALWAYS MEMBERS OF THE BOARD OF GOVERNORS (ACCORDING TO THE BYLAWS) AND REGULARLY REPORT TO THE BOARD ABOUT THEIR ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11 A 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 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND CONFLICTS ARE DISCLOSED ON AN ANNUAL BASIS, OR MORE FREQUENTLY, IF APPROPRIATE. THE EXECUTIVE DIRECTOR REVIEWS THE DISCLOSURES WITH THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE AMERICAN SWEDISH HISTORICAL MUSEUM BOARD OF GOVERNORS SHALL ANNUALLY REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS REVIEW SHALL INCLUDE CONSIDERATION OF (I) DISCLOSED COMPENSATION RANGES FOR THE EXECUTIVE DIRECTORS OF OTHER SIMILAR-SIZED MUSEUMS IN THE PHILADELPHIA AND SURROUNDING AREA; (II) THE QUALIFICATIONS AND EXPERIENCE OF THE EXECUTIVE DIRECTOR; AND, (III) THE WORK PERFORMANCE OF THE EXECUTIVE DIRECTOR OVER THE PAST YEAR IF THE SAME PERSON HAS HELD THE POSITION SINCE THE LAST REVIEW. THE EXECUTIVE COMMITTEE OF THE MUSEUM BOARD OF GOVERNORS SHALL THEN SUBMIT ITS RECOMMENDATION AND THE REASONS THEREFORE, IN WRITING FOR REVIEW AND FINAL DETERMINATION EACH YEAR BY THE FULL MUSEUM BOARD OF GOVERNORS. THE EXECUTIVE COMMITTEE AND THE FULL MUSEUM BOARD OF GOVERNORS SHALL BOTH COMPLETE THEIR FOREGOING ANNUAL REVIEW AND DETERMINATION BY OCTOBER 1 FOLLOWING THE FISCAL YEAR BEING REVIEWED. THE EXECUTIVE COMMITTEE AND THE FULL MUSEUM BOARD OF GOVERNORS MAY REVISIT THE AMOUNT OF THE EXECUTIVE DIRECTOR'S COMPENSATION AT ANY TIME WHEN A NEW EXECUTIVE DIRECTOR IS TO BE HIRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT ANNUAL MEMBERSHIP MEETINGS.