2014-06-11T07:43:16-05:00 2013-09-30 410975573 HLB TAUTGES REDPATH LTD 4810 WHITE BEAR PARKWAY WHITE BEAR LAKE MN 55110 990 2012-10-01 410711603 THE AMERICAN SWEDISH INSTITUTE AMER 6128714907 2600 PARK AVENUE MINNEAPOLIS MN 55407 BRUCE KARSTADT 6128714907 2014-04-29 1 THOMAS W HODNEFIELD CPA P00185415 6514267000 2014-04-29 2012 2015-11-30 17:44:51Z BRUCE KARSTADT 2600 PARK AVENUE MINNEAPOLIS MN 55407 9509957 0 X WWW.ASIMN.ORG X 1929 MN THE AMERICAN SWEDISH INSTITUTE, A MUSEUM AND CULTURAL CENTER OF DISTINGUISHED HISTORY AND INTERNATIONAL REPUTATION, EXISTS TO:*PRESERVE AND SHARE THE LANDMARK 1908 TURNBLAD MANSION;*CELEBRATE AND TEACH ABOUT SWEDEN AND SWEDISH-AMERICA; AND,*PROMOTE AND PRACTICE THE VALUES OF RESPECT FOR ALL PEOPLES AND THE ENVIRONMENT THAT ARE EXEMPLIFIED IN THE NORDIC COUNTRIES. 21 21 121 280 322065 -14206 1634859 4268188 266068 558870 48604 425748 256223 1169368 2205754 6422174 13200 13200 0 0 907197 2195551 0 0 479045 1358120 2534838 2278517 4743589 -72763 1678585 35745058 35572545 7250781 5485461 28494277 30087084 X THE AMERICAN SWEDISH INSTITUTE SERVES AS A GATHERING PLACE FOR PEOPLE TO SHARE STORIES AND EXPERIENCES AROUND UNIVERSAL THEMES OF TRADITION, MIGRATION, CRAFT, AND THE ARTS, ALL INFORMED BY ENDURING TIES TO SWEDEN. 0 0 852678 13200 313894 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. 1113323 234374 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 2013, APPROXIMATELY 250 INDIVIDUALS VOLUNTEERED NEARLY 14,000 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.MORE THAN 80,000 PEOPLE VISITED, ATTENDED OR OTHERWISE PARTICIPATED IN EXHIBITIONS, EDUCATIONAL PROGRAMS, TOURS, LECTURES, CONCERTS, SPECIAL EVENTS AND OTHER PUBLIC ACTIVITIES DURING 2013. 1376248 857905 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. 3342249 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 0 0 0 0 0 0 0 0 0 1 25 0 1 121 1 1 1 1 SW 0 0 0 1 1 0 0 0 0 X 21 21 0 0 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 1.80 X X 0 0 0 THOMAS NELSON 1.80 X X 0 0 0 CHRISTINE ALBERTSSON 1.80 X X 0 0 0 INGRID MATTSSON 1.80 X X 0 0 0 CHARLIE NYSTROM 1.80 X X 0 0 0 RANDY MONSON 1.80 X X 0 0 0 CARLINE BENGTSSON 1.80 X 0 0 0 MARTIN BERTILSSON 1.80 X 0 0 0 DEAN ERICKSON 1.80 X 0 0 0 ANN-KRISTIN DE VERDIER 1.80 X 0 0 0 RODNEY ANDERSON 1.80 X 0 0 0 TONY HOFSTEDE 1.80 X 0 0 0 HELEN BERGREN 1.80 X 0 0 0 BETH LUNDQUIST JONES 1.80 X 0 0 0 LESLIE NELSON 1.80 X 0 0 0 LENA NORRMAN 1.80 X 0 0 0 GERALD SJOGREN 1.80 X 0 0 0 ROLAND THORSTENSSON 1.80 X 0 0 0 STEVE CARLSON 1.80 X 0 0 0 VERONIKA TORARP 1.80 X 0 0 0 ALEXANDER KALLEBO 1.80 X 0 0 0 JAMAL HASHI 1.80 X 0 0 0 JOE HOGNANDER 1.80 X 0 0 0 ROD ANDERSON 1.80 X 0 0 0 TERRY CARLSON 1.80 X 0 0 0 BRUCE KARSTADT 40.00 X 101491 0 12644 PEGGY KORSMO-KENNON 40.00 X 82987 0 12136 BONNIE NELSON 40.00 X 82559 0 6777 267037 0 31557 1 0 0 0 ADOLFSON & PETERSON CONSTRUCTION 6701 WEST 23RD STREET MINNEAPOLIS MN 55426 GENERAL CONSTRUCTION 4964278 HGA 701 WASHINGTON AVE N MINNEAPOLIS MN 55401 ARCHITECTURAL 305302 PADILLA SPEER BEARDSLEY 1101 W RIVER PARKWAY MINNEAPOLIS MN 55415 MARKETING/BRANDING SERVICES 143853 HILTON MINNEAPOLIS 1001 MARQUETTE AVE MINNEAPOLIS MN 55403 CATERING SERVICES 128177 4 280395 846879 3140914 4268188 ADMISSIONS AND TOURS 900099 313894 313894 CLASS AND PROGRAM 900099 234374 234374 MISCELLANEOUS 900099 10602 10602 558870 110357 110357 286621 0 286621 286621 33300 253321 2577141 2261750 315391 315391 315391 1708780 826033 882747 814003 68744 6422174 1406173 322065 425748 2000 2000 11200 11200 291960 291960 1523856 1238599 98486 186771 2411 1645 518 248 187609 127969 40335 19305 189715 129404 40789 19522 28520 28520 46367 46367 286886 205960 60176 20750 91359 11686 79673 322154 190876 93240 38038 244715 209033 33334 2348 25485 12496 11093 1896 1398 1398 958338 879357 75020 3961 OTHER PROGRAM EXPENSE 114353 112580 1318 455 REPAIR & MAINTENANCE 107067 97383 8716 968 DUES, LICENSES & SUBSCR 62513 54955 1900 5658 FOOD AND CATERING 60445 57056 3140 249 185238 50 6312 178876 4743589 3342249 922295 479045 -83728 448311 1094355 70829 1740348 2711339 49596 23745 301817 234224 16746 16890 30860590 4655860 26853225 26204730 4690934 4780712 1081765 1081765 35745058 35572545 1582983 377402 26935 71519 5640863 5036540 7250781 5485461 X 23272397 24857734 1727912 1432486 3493968 3796864 28494277 30087084 35745058 35572545 1678585 -85778 0 X 0 1 X 1 0 X 3727120 7549160 3923244 1634859 4268188 21102571 3727120 7549160 3923244 1634859 4268188 21102571 11417252 9685319 134517 119710 112624 57895 110357 535103 21637674 5297393 0.44760 0.44260 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THERE IS A SHORT YEAR REFLECTED IN COLUMN D OF PART II, REFLECTING ACTIVITY FROM MARCH 1, 2012 THROUGH SEPTEMBER 30, 2012. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1081765 X X X X 0 3985559 316826 243015 192609 4352791 3925619 25 59915 3985559 4054391 60 60168 189000 3925619 3662058 2390 407360 17417 4054391 3032195 5825 624038 3662058 0.00000 0.87000 0.13000 0 0 6155000 6155000 23313472 4217433 19096039 1392118 438427 953691 26204730 X 6290029 -85778 -85778 6375807 46367 46367 6422174 4697222 0 4697222 46367 46367 4743589 PART III, LINE 4: THE COLLECTIONS CONSIST OF SWEDISH ARTWORK, CRAFTS, TEXTILES, BOOKS, AND HISTORICAL MATERIALS USED TO EDUCATE THE PUBLIC ON SWEDISH CULTURE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: FASB ASC 740-10 PROVIDES THAT 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. THE ORGANIZATION'S 2010-2012 TAX YEARS ARE OPEN TO EXAMINATION BY REGULATORY AUTHORITIES. 1 RESEARCH/EDUCATION SCHOLARSHIP 1 3300 RESEARCH/EDUCATION SCHOLARSHIP 1 6700 MUSIC SCHOLARSHIP 1 1000 ARTIST PRIZES 2 200 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE GIVEN FOR SUMMER LANGUAGE CAMP DIRECTLY TO THE CAMP AND A REPORT OF AMERICAN SWEDISH INSTITUTE MEMBER PARTICIPATION IS GIVEN TO THE INSTITUTE. MAJOR 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. 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 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.