AMERICAN SWEDISH HISTORICAL FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SWEDISH HISTORICAL FOUNDATION (EIN 23-1417519)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-12
IRS object ID
201401329349301480
Schema version
2012v2.1
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)
Timestamp2014-05-12T09:53:00-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN231980475EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KREISCHER MILLERBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 WITMER ROAD SUITE 350AddressLine1
CityHORSHAMCity
StatePAState
ZIP Code190442369ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231417519EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SWEDISH HISTORICAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAMERNameControl
Phone2153891776Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 PATTISON AVENUEAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19145ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTRACEY RAE BECKName
TitleEXECUTIVE DIRECTORTitle
Phone2153891776Phone
Date Signed2014-04-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARY-ANN F SCHALLERName
PTINP00125034PTIN
Phone2154414600Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SWEDISH HISTORICAL MUSEUMBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonTRACEY RAE BECKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11900 PATTISON AVENUEAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19145ZIPCode
FieldValueIRS element (for citing)
Gross Receipts957613GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteAMERICANSWEDISH.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1926YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees15TotalNbrEmployees
Total Nbr Volunteers200TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year377063ContributionsGrantsPriorYear
Contributions Grants Current Year486443ContributionsGrantsCurrentYear
Program Service Revenue Prior Year40131ProgramServiceRevenuePriorYear
Program Service Revenue CY46172ProgramServiceRevenueCY
Investment Income Prior Year41372InvestmentIncomePriorYear
Investment Income Current Year69765InvestmentIncomeCurrentYear
Other Revenue Prior Year86574OtherRevenuePriorYear
Other Revenue Current Year72776OtherRevenueCurrentYear
Total Revenue Prior Year545140TotalRevenuePriorYear
Total Revenue Current Year675156TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year359533SalariesEtcPriorYear
Salaries Etc Current Year341089SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year77328TotalFundrsngExpCurrentYear
Other Expense Prior Year333575OtherExpensePriorYear
Other Expenses Current Year366862OtherExpensesCurrentYear
Total Expenses Prior Year693108TotalExpensesPriorYear
Total Expenses Current Year707951TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-147968RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-32795RevenuesLessExpensesCY
Total Assets BOY2786488TotalAssetsBOY
Total Assets EOY2924397TotalAssetsEOY
Total Liabilities BOY47348TotalLiabilitiesBOY
Total Liabilities EOY51999TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2739140NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2872398NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense218333Expense
Revenue9072Revenue
DescriptionCURATORIAL AND EXHIBITIONS: PRESERVED AND DISPLAYED THE OLDEST COLLECTION OF ART AND ARTIFACTS WHICH REPRESENT THE CONTRIBUTIONS OF SWEDES AND OTHER SCANDINAVIANS IN AMERICA. PRESENTED 4 TEMPORARY EXHIBITIONS. EXHIBITIONS WERE VIEWED BY NEARLY 12,000 VISITORS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense219325Expense
Revenue37100Revenue
DescriptionEDUCATIONAL PROGRAMS: PRESENTED 32 PUBLIC PROGRAMS AND EVENTS WHICH INTERPRET SWEDISH AND SWEDISH AMERICAN HISTORY, CULTURE, SCIENCE, MUSIC AND ART. OFFERED SCHOOL AND LIBRARY PROGRAMS TO APPROXIMATELY 3,000 STUDENTS.Description
FieldValueIRS element (for citing)
Total Program Service Expense437658TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees15NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TRACEY RAE BECKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2153891776TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11900 PATTISON AVENUEAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19145ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
TRACEY RAE BECK
EXECUTIVE DIRECTOR40.00XX67115012048
THERESA STUHLMAN
BOARD MEMBER0.00X000
SANDRA S PFAFF
VICE CHAIR0.00X000
MAYOR MICHAEL NUTTER
EX-OFFICIO GOVERNORS0.00X000
MARK FOCHT
EX-OFFICIO GOVERNORS0.00X000
MARGARETHA TALERMAN
BOARD MEMBER0.00X000
LEONARD A BUSBY ESQ
CHAIR0.00X000
KRISTINA JOHNSON O'DOHERTY
VICE CHAIR0.00X000
JAMES R ROEBUCK JR
BOARD MEMBER0.00X000
JACQUELINE AXILBUND
BOARD MEMBER0.00X000
MAJ-BRITT LAUTMAN
MIDSOMMARKLUBBEN PRES.0.00X000
GUDMUND IVERSEN
BOARD MEMBER0.00X000
ERIK D MUTHER
BOARD MEMBER0.00X000
EARL SEPPALA
SECRETARY0.00X000
DORINEY SEAGERS
BOARD MEMBER0.00X000
DAWN GOULD
AUXILIARY PRESIDENT0.00X000
CHRISTINA GRAVDAHL
BOARD MEMBER0.00X000
CHRISTER BAECKSTROM
BOARD MEMBER0.00X000
CARIN FOSTER
VICE CHAIR0.00X000
BO BERGQVIST
TREASURER0.00X000
RONI CHRISTENSEN
BOARD MEMBER0.00X000
KEVIN GORMAN
BOARD MEMBER0.00X000
SAM HEED
BOARD MEMBER0.00X000
FANNY WARREN
BOARD MEMBER0.00X000
KRISTINA ANTONIADES
BOARD MEMBER0.00X000
GEORGE C MCFARLAND III
BOARD MEMBER0.00X000
ABBY SHAW
BOARD MEMBER0.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org67115TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation12048TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues41078MembershipDues
Fundraising Events7785FundraisingEvents
Government Grants13962GovernmentGrants
All Other Contributions423618AllOtherContributions
Noncash Contributions713NoncashContributions
Total Contributions486443TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROGRAM REVENUE9000992407624076
EDUCATIONAL PROGRAMS9000991302413024
ADMISSIONS90009990729072
FieldValueIRS element (for citing)
Total Program Service Revenue46172TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column54292TotalRevenueColumn
Exclusion$54,292ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real13643Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real13643Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column13643TotalRevenueColumn
Exclusion$13,643ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities242866Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities227393Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities15473Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column15473TotalRevenueColumn
Exclusion$15,473ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events64100GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events7785CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses27209FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column36891TotalRevenueColumn
Exclusion$36,891ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory50097GrossSalesOfInventory
Cost Of Goods Sold27855CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column22242TotalRevenueColumn
Exclusion$22,242ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column675156TotalRevenueColumn
Related Or Exempt Function Income46172RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$142,541ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total83903Total
Program Services16781ProgramServices
Management And General37756ManagementAndGeneral
Fundraising29366Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total201998Total
Program Services125674ProgramServices
Management And General55139ManagementAndGeneral
Fundraising21185Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1709Total
Program Services1098ProgramServices
Management And General452ManagementAndGeneral
Fundraising159Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total33967Total
Program Services20452ProgramServices
Management And General9557ManagementAndGeneral
Fundraising3958Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total19512Total
Program Services9951ProgramServices
Management And General6244ManagementAndGeneral
Fundraising3317Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26542Total
Management And General26542ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total7523Total
Program Services3837ProgramServices
Management And General2407ManagementAndGeneral
Fundraising1279Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total12219Total
Program Services6232ProgramServices
Management And General3910ManagementAndGeneral
Fundraising2077Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5809Total
Program Services2962ProgramServices
Management And General1859ManagementAndGeneral
Fundraising988Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total51723Total
Program Services41377ProgramServices
Management And General7758ManagementAndGeneral
Fundraising2588Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2968Total
Program Services1513ProgramServices
Management And General950ManagementAndGeneral
Fundraising505Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total112270Total
Program Services89816ProgramServices
Management And General16841ManagementAndGeneral
Fundraising5613Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total17624Total
Program Services14100ProgramServices
Management And General2644ManagementAndGeneral
Fundraising880Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROGRAMS485434854300
REPAIRS & MAINTENANCE271902175240791359
EXHIBITS157711577100
NEWSLETTER8713444427881481

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total29967Total
Program Services13355ProgramServices
Management And General14039ManagementAndGeneral
Fundraising2573Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total707951Total
Program Services437658ProgramServices
Management And General192965ManagementAndGeneral
Fundraising77328Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2174BOY
EOY1965EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY88790BOY
EOY81446EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY5100EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY10015BOY
EOY16124EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY19091BOY
EOY11179EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2056727LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1197259LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY880517BOY
EOY859468EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1772619BOY
EOY1935117EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY12666BOY
EOY7500EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY616BOY
EOY6498EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2786488BOY
EOY2924397EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY22348BOY
EOY26999EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY25000BOY
EOY25000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY47348BOY
EOY51999EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2190304BOY
EOY2278251EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY59591BOY
EOY67849EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY489245BOY
EOY526298EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2739140BOY
EOY2872398EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2786488BOY
EOY2924397EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-32795ReconcilationRevenueExpenses
Reconciliation Unrealized Invest166053ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years732159CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years454793CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years470540CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year377063CurrentTaxYearMinus1Year
Current Tax Year486443CurrentTaxYear
Total2520998Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years194000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years194000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years194000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year194000CurrentTaxYearMinus1Year
Current Tax Year194000CurrentTaxYear
Total970000Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years926159CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years648793CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years664540CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year571063CurrentTaxYearMinus1Year
Current Tax Year680443CurrentTaxYear
Total3490998Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1211528AmountsSubstContributorsTotal
Public Support Total1702279470PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years46407CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years24616CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33748CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year57397CurrentTaxYearMinus1Year
Current Tax Year67935CurrentTaxYear
Total230103Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years20120CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10780CurrentTaxYearMinus1Year
Total30900Total
FieldValueIRS element (for citing)
Total Support3752001TotalSupport
Gross Receipts From Admissions Etc707980GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.60750PublicSupportPertcentage170
Public Support Pertcent Prior Year0.61640PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance548836BeginningOfYearBalance
Contributions232230Contributions
Investment Earnings Or Losses37053InvestmentEarningsOrLosses
Other Expenditures223972OtherExpenditures
End Of Year Balance594147EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance547217BeginningOfYearBalance
Contributions204335Contributions
Investment Earnings Or Losses3420InvestmentEarningsOrLosses
Other Expenditures206136OtherExpenditures
End Of Year Balance548836EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance570738BeginningOfYearBalance
Contributions262065Contributions
Other Expenditures285586OtherExpenditures
End Of Year Balance547217EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance721948BeginningOfYearBalance
Contributions154000Contributions
Other Expenditures305210OtherExpenditures
End Of Year Balance570738EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance547344BeginningOfYearBalance
Contributions278383Contributions
Other Expenditures103779OtherExpenditures
End Of Year Balance721948EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.88580PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.11420TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1920046OtherCostOrOtherBasis
Depreciation1093209Depreciation
Book Value826837BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis136681OtherCostOrOtherBasis
Depreciation104050Depreciation
Book Value32631BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings859468TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1035209TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments166053NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities194000DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990360053RevenueNotRptdF990
Revenue Subtotal675156RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990675156TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt901951TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities194000DonatedServicesUseOfFacilities
Expenses Not Rptd F990194000ExpensesNotRptdF990
Expenses Subtotal707951ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990707951TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
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.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1SPRING TINGNameOfEvent1
Gross Receipts Event129990GrossReceiptsEvent1
Charitable Contributions Event17785CharitableContributionsEvent1
Gross Revenue Event122205GrossRevenueEvent1
Other Direct Expenses Event110815OtherDirectExpensesEvent1
Name Of Event2LUCIANameOfEvent2
Gross Receipts Event28000GrossReceiptsEvent2
Gross Revenue Event28000GrossRevenueEvent2
Other Direct Expenses Event2880OtherDirectExpensesEvent2
Gross Receipts Other Events33895GrossReceiptsOtherEvents
Gross Revenue Other Events33895GrossRevenueOtherEvents
Other Direct Expenses Other Events15514OtherDirectExpensesOtherEvents
Gross Receipts Total71885GrossReceiptsTotal
Charitable Contributions Total7785CharitableContributionsTotal
Gross Revenue Total Events64100GrossRevenueTotalEvents
Other Direct Expenses Total Events27209OtherDirectExpensesTotalEvents
Direct Expense Summary Events27209DirectExpenseSummaryEvents
Net Income Summary36891NetIncomeSummary

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9900NoncashContribsRptdF990

Historical Artifacts HistoricalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions42NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierNON REPORTING OF REVENUE:Identifier
Return ReferencePART I, LINE 33:ReturnReference
ExplanationTHE 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. 6 WORKS OF ART, 42 HISTORICAL ARTIFACTS, AND APPROXIMATELY 50 BOOKS WERE CONTRIBUTED DURING THE FISCAL YEAR.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 6ANYONE 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 7ATWO 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 7BANY CHANGES TO THE ORGANIZATION'S BY-LAWS ARE SUBJECT TO APPROVAL BY THE ORGANIZATION'S MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND THE EXECUTIVE DIRECTOR REVIEWS IT BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE 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 19THE 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.

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