2013-01-14T09:08:00-06:00 2012-02-29 410975573 HLB TAUTGES REDPATH LTD 4810 WHITE BEAR PARKWAY WHITE BEAR LAKE MN 55110 990 2011-03-01 410711603 THE AMERICAN SWEDISH INSTITUTE AMER 6128714907 2600 PARK AVENUE MINNEAPOLIS MN 55407 BRUCE KARSTADT 6128714907 2013-01-08 1 THOMAS W HODNEFIELD CPA P00185415 6514267000 2013-01-08 2011 2016-02-25 16:41:14Z BRUCE KARSTADT 2600 PARK AVENUE MINNEAPOLIS MN 55407 5651036 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. 19 19 58 400 0 0 7549160 3923244 414626 242959 254275 39986 269151 121508 8487212 4327697 23140 33500 0 0 1353036 1312125 90000 60000 439241 1466608 1059269 2932784 2464894 5554428 1862803 27725315 32153147 983820 3608590 26741495 28544557 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 388880 33500 134467 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. 721451 73246 MUSEUM, TOURS, AND OTHER MANSION ACTIVITIES:EXHIBITIONS. ASI HOSTS 4 TO 6 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 2011, APPROXIMATELY 360 INDIVIDUALS VOLUNTEERED MORE THAN 15,275 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. 280513 156754 BUSINESS ENTERPRISES INCLUDE THE COSTS OF OPERATING THE KAFFESTUGA AND THE MUSEUM SHOP FOR MEMBERS AND MUSEUM VISITORS. THE KAFFESTUGA IS A COFFEESHOP WHICH SERVES TRADITIONAL SWEDISH FOOD IN A TRADITIONAL SWEDISH DECOR. SWEDISH HOLIDAYS ARE CELEBRATED WITH THE APPROPRIATE FOOD. THE MUSEUM SHOP IS A GIFT SHOP OFFERING ITEMS OF TRADITIONAL AND MODERN SCANDINAVIA AND ITEMS RELATING TO THE MUSEUM AND EXHIBITS. BOTH THE KAFFESTUGA AND THE MUSEUM SHOP RELY HEAVILY ON VOLUNTEERS. 1390844 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 28 0 58 1 0 1 SW 0 0 0 1 1 0 0 0 0 X 19 19 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 STEVE CARLSON 1.80 X X 0 0 0 BARBARA BRUNZELL 1.80 X X 0 0 0 CHRISTINE ALBERTSSON 1.80 X X 0 0 0 CHARLIE NYSTROM 1.80 X X 0 0 0 CARLINE BENGTSSON 1.80 X 0 0 0 MARTIN BERTILSSON 1.80 X 0 0 0 BARBARA BURWELL 1.80 X 0 0 0 ELLEN ANN-KRISTIN DE VERDIER 1.80 X 0 0 0 AISHA FRISWOLD 1.80 X 0 0 0 TONY HOFSTEDE 1.80 X 0 0 0 JAMES JUSTUS 1.80 X 0 0 0 TRUETT LAWSON 1.80 X 0 0 0 INGRID MATTSSON 1.80 X 0 0 0 RANDY MONSON 1.80 X 0 0 0 LESLIE NELSON 1.80 X 0 0 0 THOMAS 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 BRUCE KARSTADT 40.00 X 94224 0 8724 PEGGY KORSMO-KENNON 40.00 X 80486 0 7531 BONNIE NELSON 40.00 X 77074 0 5504 251784 0 21759 0 0 0 0 ADOLFSON & PETERSON CONSTRUCTION 6701 WEST 23RD STREET MINNEAPOLIS MN 55426 GENERAL CONSTRUCTION 10045045 HGA 701 WASHINGTON AVE N MINNEAPOLIS MN 55401 ARCHITECTURAL 439177 2 199840 228136 3495268 466760 3923244 CLASS AND PROGRAM 900099 147617 147617 ADMISSIONS 900099 60096 60096 RENTAL 532000 35246 35246 242959 112624 112624 1061450 1023288 110800 38162 -110800 -72638 -72638 310759 189251 121508 121508 4327697 364467 0 39986 16800 16800 16700 16700 275758 197946 77812 800917 570000 96749 134168 2535 1342 694 499 132510 70152 36269 26089 100405 53155 27482 19768 1300 1300 21643 21643 60000 60000 41804 41804 84373 43764 33504 7105 38813 7519 31287 7 214038 92970 71320 49748 42747 22054 6444 14249 123754 99367 21936 2451 15317 7272 7511 534 17056 17056 294432 273233 17371 3828 FOOD AND CATERING 55766 54751 975 40 CAMPAIGN EXPENSE 39370 39370 REPAIR & MAINTENANCE 25699 23953 1431 315 LICENSE, FEES, DUES 21703 19573 1286 844 21454 18239 801 2414 2464894 1390844 634809 439241 30048 18592 4179778 804686 5705953 2565096 20714 2669 193603 150878 4559 4088 26230762 3350303 11732015 22880459 4753615 4626874 1105030 1099805 27725315 32153147 318420 1041434 665400 28942 2538214 983820 3608590 X 12503459 22635037 10744153 2415577 3493883 3493943 26741495 28544557 27725315 32153147 X 1862803 -59741 X 0 1 1 X 0 X 1974762 2430374 3727120 7549160 3923244 19604660 1974762 2430374 3727120 7549160 3923244 19604660 11016079 8588581 213524 180752 134517 119710 112624 761127 20365787 4538406 0.42170 0.34940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1081765 X X X X 0 4054391 60 60168 189000 3925619 3662058 2390 407360 17417 4054391 3032195 5825 624038 3662058 3963503 17840 -816448 14000 118700 3032195 1.00000 0 0 6155000 6155000 6212923 3100608 3112315 747723 249695 498028 13115116 13115116 22880459 4327697 2464894 1862803 -54516 -5225 -59741 1803062 4226152 -54516 -5225 -59741 4285893 41804 41804 4327697 2423090 0 2423090 41804 41804 2464894 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: 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN CHARITABLE REMAINDER TRUST -5,225. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN CHARITABLE REMAINDER TRUST -5,225. X X X X X X 1 CROWLEY WHITE HELMER INC 1619 DAYTON AVE STE 106 ST PAUL MN 55104 PROFESSIONAL CONSULTING 0 0 60000 -60000 60000 -60000 MN EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) GROSS RECEIPTS ATTRIBUTED TO PROFESSIONAL CONSULTING IS NOT DETERMINABLE. 1 CONDORDIA LANGUAGE VILLAGE VILLAGE 901 S 8TH STREET MOOREHEAD MN 56562 410693977 501(C)(3) 13800 SCHOLARSHIPS FOR YOUTH TO ATTEND SWEDISH LANGUAGE CLASSES SCHOLARSHIPS AND AWARDS 7 16700 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. X 14 466760 FMV 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B IS THE NUMBER OF STOCK DONATIONS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -54,516. CHANGE IN INTEREST IN CHARITABLE REMAINDER TRUST -5,225. TOTAL TO FORM 990, PART XI, LINE 5: -59,741.