NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (EIN 41-6038548)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-20
- IRS object ID
- 201422939349300057
- Schema version
- 2013v3.0
- 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 | 2014-10-20T10:04:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 ASSOCIATION | BusinessNameLine1 |
| 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 AVENUE | AddressLine1 |
| City | NORTHFIELD | City |
| State | MN | State |
| ZIP Code | 55057 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN DAVIDSON | PersonNm |
| Person Title | BOARD TREASURER | PersonTitleTxt |
| Phone | 5077863221 | PhoneNum |
| Signature | 2014-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD PARSONS | PreparerPersonNm |
| PTIN | P01484734 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACKIE HENRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 ST OLAF AVENUE | AddressLine1 |
| City | NORTHFIELD | City |
| State | MN | State |
| ZIP Code | 55057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $302,010 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | TO RECORD AND RESEARCH THE HISTORY OF NORWEGIAN MIGRATION TO AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $38,394 | PYContributionsGrantsAmt |
| CY Contributions Grants | $64,287 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,453 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,985 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,413 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,605 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,786 | PYOtherRevenueAmt |
| CY Other Revenue | $5,816 | CYOtherRevenueAmt |
| PY Total Revenue | $169,046 | PYTotalRevenueAmt |
| CY Total Revenue | $217,693 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $92,087 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,526 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,696 | PYOtherExpensesAmt |
| CY Other Expenses | $52,753 | CYOtherExpensesAmt |
| PY Total Expenses | $127,783 | PYTotalExpensesAmt |
| CY Total Expenses | $130,279 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,263 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $87,414 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,849,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,079,589 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $333,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $294,789 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,516,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,784,800 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,005 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $26,262 | RevenueAmt |
| Desc | MEMBERSHIP:OUR PRIMARY MEMBERSHIP ACTIVITIES INCLUDE THE PRODUCTION OF EVENTS AND NEWSLETTERS TO INFORM AND EDUCATE NAHA MEMBERS AND PUBLIC ABOUT OUR COLLECTIONS AND TOPICS RELATED TO NORWEGIAN-AMERICAN IMMIGRATION HISTORY. IN 2013, NAHA HOSTED A NORWEGIAN HERITAGE DAY EVENT AT ST. OLAF COLLEGE WITH OVER 110 ATTENDEES, AND IT FEATURED ARCHIVE MATERIALS RELATED TO THE UPCOMING 200TH ANNIVERSARY OF THE NORWEGIAN CONSTITUTION. WE ALSO HOSTED SEMINARS ON THE WEST COAST FEATURING PRESENTATIONS ON HOW TO USE NAHA RESOURCES FOR FAMILY HISTORY RESEARCH. MORE THAN 100 MEMBERS AND GUESTS ATTENDED THOSE SEMINARS. NAHA PUBLISHED 4 NEWSLETTERS FEATURING HIGHLIGHTS FROM THE ARCHIVES, NEW COLLECTIONS AND SUBMITTED MATERIAL RELATED TO NORWEGIAN IMMIGRATION TO THE US AND CANADA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,388 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| 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 CONTINUES EXPANDING OUR DIGITAL DEPOSITORIES OF PHOTOGRAPHS AND OBITUARY HOLDINGS. IN 2013, 60 COLLECTIONS WERE CREATED OR ADDED TO, MORE THAN 50,000 OBITUARY RECORDS WERE SCANNED, AND 37,000 WERE INDEXED. THE ORGANIZATION IS PREPARING AN ONLINE SEARCHABLE INDEX OF THOSE RECORDS.MORE THAN 50 SCHOLARS, HISTORIANS AND FAMILY GENEALOGISTS USED THE NAHA ARCHIVES IN PERSON, AND 117 HAD RESEARCH OR MATERIAL REQUESTS FULFILLED BY PHONE OR EMAIL. MORE THAN 3,900 SEARCHES WERE PERFORMED ON THE NAHA WEBSITE. THE ORGANIZATION ALSO EMBARKED ON A FUNDRAISING CAMPAIGN TO INSTALL CLIMATE CONTROL EQUIPMENT WITHIN THE NAHA ARCHIVES. PROJECTED INSTALLATION WILL BE IN 2017. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,829 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,723 | RevenueAmt |
| Desc | PUBLICATION:THE ASSOCIATION PROMOTES SCHOLARLY RESEARCH IN THE FIELD OF NORWEGIAN-AMERICAN IMMIGRATION STUDIES THROUGH AN ACTIVE PUBLISHING PROGRAM OF PEER-REVIEWED MONOGRAPHS AND SERIALS. THESE PUBLICATIONS ARE DISTRIBUTED TO MEMBERS AS A BENEFIT OF MEMBERSHIP AND ARE MADE AVAILABLE FOR SALE TO INDIVIDUALS, LIBRARIES AND INSTITUTIONS. WHILE NAHA DID NOT PUBLISH A NEW MANUSCRIPT IN 2013, DISTRIBUTION OF THE VOLUME I OF A FOUR-VOLUME SERIES OF LETTERS FROM NORWEGIAN-AMERICAN IMMIGRANTS WRITTEN IN AMERICA AND SENT TO NORWAY CONTINUED SINCE IT WAS PUBLISHED IN 2012. PRELIMINARY WORK ON VOL II BEGAN IN PREPARATION FOR THE 2014 PUBLICATION LAUNCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $74,222 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKIE HENRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5077863221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 ST OLAF AVENUE | AddressLine1 |
| City | NORTHFIELD | City |
| State | MN | State |
| ZIP Code | 55057 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN RUDE | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN ANNEXSTAD HUMPHREY | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN F DAVIDSON | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LIV HUSTVEDT | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETTY BERGLAND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDIA BERGUSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY BOXRUD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH CRANE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN DRESSEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS GIMMESTAD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE HANSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BLAINE HEDBERG | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE HOLT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LESLEE LANE HOYUM | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERJE HASLE JORANGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN THOMAS NILSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA ELYCE RUBIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANKIE SHACKELFORD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARVIN G SLIND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARCI SORTOR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R TUNHEIM | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SOLVEIG ZEMPEL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE HENRY | ||||||
| ADMINISTRATIVE DIRECTOR | 45.00 | Yes (X) | $44,954 | $0 | $10,309 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $44,954 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,309 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $64,287 | AllOtherContributionsAmt |
| Total Contributions | $64,287 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $23,847 | $23,847 |
| PUBLICATION REVENUE | 511130 | $7,723 | $7,723 |
| CONFERENCE INCOME | 900099 | $2,040 | $2,040 |
| RESEARCH FEES | 900099 | $375 | $375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,985 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,774 | TotalRevenueColumnAmt |
| Exclusion | $33,774 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $763 | TotalRevenueColumnAmt |
| Exclusion | $763 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $164,148 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,317 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,831 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,831 | TotalRevenueColumnAmt |
| Exclusion | $79,831 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,053 | TotalRevenueColumnAmt |
| Exclusion | $5,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,053 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,985 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,421 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,263 | TotalAmt |
| Program Services | $27,632 | ProgramServicesAmt |
| Management And General | $27,631 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,323 | TotalAmt |
| Program Services | $9,798 | ProgramServicesAmt |
| Management And General | $8,525 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,940 | TotalAmt |
| Program Services | $1,970 | ProgramServicesAmt |
| Management And General | $1,970 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,587 | TotalAmt |
| Management And General | $8,587 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,338 | TotalAmt |
| Program Services | $298 | ProgramServicesAmt |
| Management And General | $2,040 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,076 | TotalAmt |
| Program Services | $12,080 | ProgramServicesAmt |
| Management And General | $2,996 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158 | TotalAmt |
| Program Services | $216 | ProgramServicesAmt |
| Management And General | $1,942 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7 | TotalAmt |
| Program Services | $6 | ProgramServicesAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,010 | TotalAmt |
| Program Services | $2,107 | ProgramServicesAmt |
| Management And General | $903 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,522 | TotalAmt |
| Program Services | $1,261 | ProgramServicesAmt |
| Management And General | $1,261 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COST OF GOODS SOLD | $18,829 | $18,829 | |
| MISCELLANEOUS | $226 | $25 | $201 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,279 | TotalAmt |
| Program Services | $74,222 | ProgramServicesAmt |
| Management And General | $56,057 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,875 | BOYAmt |
| EOY | $66,949 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,219 | BOYAmt |
| EOY | $20,207 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,900 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125 | BOYAmt |
| EOY | $232 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,818 | BOYAmt |
| EOY | $15,130 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,735,971 | BOYAmt |
| EOY | $1,937,797 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,410 | BOYAmt |
| EOY | $14,133 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,016 | BOYAmt |
| EOY | $23,241 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,849,434 | BOYAmt |
| EOY | $2,079,589 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,916 | BOYAmt |
| EOY | $6,734 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,190 | BOYAmt |
| EOY | $11,762 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,072 | BOYAmt |
| EOY | $276,293 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,178 | BOYAmt |
| EOY | $294,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,469 | BOYAmt |
| EOY | $1,070,504 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,088 | BOYAmt |
| EOY | $440,597 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,699 | BOYAmt |
| EOY | $273,699 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,516,256 | BOYAmt |
| EOY | $1,784,800 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,849,434 | BOYAmt |
| EOY | $2,079,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $87,414 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $160,872 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,258 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $86,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,287 | CurrentTaxYearAmt |
| Total | $288,869 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,287 | CurrentTaxYearAmt |
| Total | $288,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,663 | SubstantialContributorsTotAmt |
| Public Support Total170 | $255,206 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,537 | CurrentTaxYearAmt |
| Total | $150,267 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,053 | CurrentTaxYearAmt |
| Total | $8,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $447,959 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $75,981 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS | ExplanationTxt |
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 | $1,474,940 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $248,220 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,723,160 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,069,297 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $404,643 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,474,940 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,128,715 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$59,418 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,069,297 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $977,811 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $150,704 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,128,715 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $943,186 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,625 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $977,811 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $7,909 |
| LIFE MEMBERSHIP LIABILITY | $268,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $276,293 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $396,748 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $160,872 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $18,720 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $20,258 | OtherRevenueAmt |
| Revenue Not Reported | $199,850 | RevenueNotReportedAmt |
| Revenue Subtotal | $196,898 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,966 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $18,829 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $20,795 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $217,693 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $128,204 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $18,720 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $18,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $109,484 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,966 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $18,829 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,795 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $130,279 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED FUNDS USE EARNINGS TO PROVIDE SUPPORT FOR THE OPERATIONS, SCHOLARLY PUBLISHING PROGRAM, SUPPORT FOR UNDERGRADUATE RESEARCH, AND PROGRAMS FOR MEMBERS. TEMPORARILY RESTRICTED AND BOARD DESIGNATED FUNDS ARE DESIGNATED FOR OPERATIONS, PUBLICATION EXPENSES AND CAPITAL PROJECTS. |
| PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION OF THE INTERNAL REVENUE CODE AND CONTRIBUTIONS TO THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013. THE ASSOCIATION'S TAX RETURNS ARE OPEN TO EXAMINATIONS FOR THE YEARS ENDING DECEMBER 31, 2010 THROUGH 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF MEMBERSHIP AGREEMENT 20,258. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 18,829. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 18,829. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | AN EXECUTIVE COMMITTEE IS CREATED, CONSISTING OF THE PRESIDENT; THE VICE-PRESIDENT, SECRETARY, TREASURER AND ONE MEMBER OF THE BOARD OF DIRECTORS ELECTED AT THE ASSOCIATION MEETING FOLLOWING THE REGULAR BIENNIAL MEETING OF THE MEMBERSHIP. THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF DIRECTORS OF THE ASSOCIATION IN THE MANAGEMENT OF THE PROPERTY, BUSINESS AND AFFAIRS IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT ALWAYS TO THE DIRECTION, CONTROL AND REVIEW OF THE BOARD OF DIRECTORS. WRITTEN MINUTES OF THE EXECUTIVE COMMITTEE MEETINGS SHALL BE PROVIDED TO THE FULL BOARD OF DIRECTORS AS SOON AS PRACTICABLE FOLLOWING EXECUTIVE COMMITTEE MEETINGS. THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE BOARD, ON A REGULAR SCHEDULE OR AS CALLED BY THE PRESIDENT, SHALL INITIATE PERIODIC EVALUATION OF THE ASSOCIATION'S PERFORMANCE, SHALL SERVE AS THE PERSONNEL COMMITTEE FOR THE ASSOCIATION, AND SHALL PERFORM OTHER RESPONSIBILITIES THAT MAY FROM TIME TO TIME BE ASSIGNED TO IT BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, 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, PART VI, SECTION A, 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 NATIONAL 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, FOR THE DURATION OF THAT PERSON'S TENURE IN THAT OFFICE, BE A FULL VOTING MEMBER OF THE BOARD OF DIRECTORS OF THE ASSOCIATION, HOLDING THE SAME OBLIGATIONS AND RIGHTS AS THOSE AFFORDED THE ELECTED MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE DISTRIBUTED TO THE FINANCE COMMITTEE AS SOON AS PREPARATION IS COMPLETE. UPON THEIR APPROVAL, THE FORM 990 WILL BE DISTRIBUTED TO BOARD MEMBERS ONE WEEK IN ADVANCE OF THE NEXT REGULARLY SCHEDULED BOARD MEETING. REVIEW AND BOARD ACTION TO APPROVE THE FORM 990 WILL BE ON THE AGENDA OF THAT MEETING. |
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE WORKS WITH THE HUMAN RESOURCES DEPT 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 ASSOCIATION'S BOARD MAKES A RECOMMENDATION WITHIN THAT RANGE BASED ON DIRECTOR PERFORMANCE. THE EXECUTIVE COMMITTEE MINUTES DOCUMENT THE DELIBERATION AND DECISION. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2013 FOR THE ADMINISTRATIVE DIRECTOR, J. HENRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF LIFE MEMBERSHIP AGREEMENT 20,258. |
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