2013-02-11T15:09:30-06:00 2012-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2011-07-01 231417519 AMERICAN SWEDISH HISTORICAL FOUNDATION AMER 2153891776 1900 PATTISON AVENUE PHILADELPHIA PA 19145 TRACEY RAE BECK 2153891776 2013-01-28 1 MARY-ANN F SCHALLER P00125034 2154414600 2011 2016-02-25 16:41:14Z AMERICAN SWEDISH HISTORICAL MUSEUM TRACEY RAE BECK 1900 PATTISON AVENUE PHILADELPHIA PA 19145 590678 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 13 170 0 0 470540 377063 28325 40131 335884 41372 72203 86574 906952 545140 0 0 0 0 342749 359533 0 0 72070 359068 333575 701817 693108 205135 -147968 2988018 2786488 46445 47348 2941573 2739140 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 215388 11087 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 2 MAJOR TEMPORARY EXHIBITIONS. EXHIBITIONS WERE VIEWED BY APPROXIMATELY 11,500 VISITORS. 188871 29044 EDUCATIONAL PROGRAMS: PRESENTED 28 PUBLIC PROGRAMS AND EVENTS WHICH INTERPRET SWEDISH AND SWEDISH AMERICAN HISTORY, CULTURE, SCIENCE, MUSIC AND ART. OFFERED SCHOOL AND LIBRARY PROGRAMS TO 3,000 STUDENTS. 404259 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X TRACEY RAE BECK 2153891776 1900 PATTISON AVENUE PHILADELPHIA PA 19145 TRACEY RAE BECK 40.00 X X 64812 0 11557 THERESA STUHLMAN 0.00 X 0 0 0 SANDRA S PFAFF 0.00 X 0 0 0 ROBERT E SAVAGE 0.00 X 0 0 0 MAYOR MICHAEL NUTTER 0.00 X 0 0 0 MARK FOCHT 0.00 X 0 0 0 MARGARETHA TALERMAN 0.00 X 0 0 0 LEONARD A BUSBY ESQ 0.00 X 0 0 0 KRISTINA JOHNSON O'DOHERTY 0.00 X 0 0 0 JOHN P MCCANN JR 0.00 X 0 0 0 JAMES R ROEBUCK JR 0.00 X 0 0 0 JACQUELINE AXILBUND 0.00 X 0 0 0 INGER STONE 0.00 X 0 0 0 GUDMUND IVERSEN 0.00 X 0 0 0 ERIK D MUTHER 0.00 X 0 0 0 EARL SEPPALA 0.00 X 0 0 0 DORINEY SEAGERS 0.00 X 0 0 0 DAWN GOULD 0.00 X 0 0 0 CHRISTINA GRAVDAHL 0.00 X 0 0 0 CHRISTER BAECKSTROM 0.00 X 0 0 0 CARIN FOSTER 0.00 X 0 0 0 BO BERGQVIST 0.00 X 0 0 0 RONI CHRISTENSEN 0.00 X 0 0 0 KEVIN GORMAN 0.00 X 0 0 0 SAM HEED 0.00 X 0 0 0 PEG TIGUE 0.00 X 0 0 0 FANNY WARREN 0.00 X 0 0 0 64812 0 11557 0 0 0 0 0 36357 4500 8482 327724 316 377063 EDUCATIONAL PROGRAMS 900099 15506 15506 PROGRAM REVENUE 900099 13538 13538 ADMISSIONS 900099 11087 11087 40131 41372 41372 16025 57 15968 15968 15968 61610 4500 19758 41852 41852 43697 25723 17974 17974 INSURANCE PROCEEDS 900099 10780 0 0 10780 10780 545140 40131 0 127946 84761 21190 33905 29666 222477 120345 83106 19026 1304 771 481 52 28808 16248 10701 1859 22183 10426 8430 3327 22585 22585 6706 3151 2548 1007 22424 10540 8521 3363 4790 2252 1820 718 42949 34358 6442 2149 2568 1207 976 385 109666 87733 16450 5483 16574 13259 2486 829 PROGRAMS 33766 33766 0 0 REPAIRS & MAINTENANCE 21202 16962 3180 1060 EXHIBITS 16203 16203 0 0 SECURITY 5476 4381 821 274 28666 11467 14327 2872 693108 404259 216779 72070 2178 2174 198732 88790 500 0 11064 10015 12754 19091 1978204 1097687 957341 880517 1792167 1772619 12666 12666 616 616 2988018 2786488 46445 22348 0 25000 46445 47348 X 2394356 2190304 61392 59591 485825 489245 2941573 2739140 2988018 2786488 X -147968 -54465 X X 0 1 1 X 0 X 524045 732159 454793 470540 377063 2558600 194000 194000 194000 194000 194000 970000 718045 926159 648793 664540 571063 3528600 1199372 2329228 57293 46407 24616 33748 57397 219461 20120 10780 30900 3778961 683121 0.61640 0.62790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 547217 204335 3420 206136 548836 570738 262065 285586 547217 721948 154000 305210 570738 547344 278383 103779 721948 0.00000 0.89140 0.10860 0 0 1837389 988411 848978 140815 109276 31539 880517 545140 693108 -147968 -54465 -54465 -202433 684675 -54465 194000 139535 545140 0 545140 887108 194000 194000 693108 0 693108 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2009. 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. SPRING TING 25906 4500 21406 9323 LUCIA 9448 9448 3321 30756 30756 7114 66110 4500 61610 19758 19758 41852 X 2 0 X 0 X 25 0 0 0 0 NON REPORTING OF REVENUE: 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. 2 WORKS OF ART, 25 HISTORICAL ARTIFACTS, AND APPROXIMATELY 12 BOOKS WERE CONTRIBUTED DURING THE FISCAL YEAR. 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 11 THE 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -54,465. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DIDN'T CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.