NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (EIN 41-6038548)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-05
- IRS object ID
- 201343099349300834
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-05T09:23:14-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416038548 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORW | NameControl |
| Phone | 5077863221 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN DAVIDSON | Name |
| Title | BOARD TREASURER | Title |
| Phone | 5077863221 | Phone |
| Date Signed | 2013-09-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE OLSEN | Name |
| PTIN | P01591802 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JACKIE HENRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 236497 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NAHA.STOLAF.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1925 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO RECORD AND RESEARCH THE HISTORY OF NORWEGIAN MIGRATION TO AMERICA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 43363 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 38394 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18604 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19453 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 94051 | InvestmentIncomePriorYear |
| Investment Income Current Year | 108413 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 347 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2786 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 156365 | TotalRevenuePriorYear |
| Total Revenue Current Year | 169046 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 74045 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 92087 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 49687 | OtherExpensePriorYear |
| Other Expenses Current Year | 35696 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 123832 | TotalExpensesPriorYear |
| Total Expenses Current Year | 127783 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 32533 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 41263 | RevenuesLessExpensesCY |
| Total Assets BOY | 1689219 | TotalAssetsBOY |
| Total Assets EOY | 1849434 | TotalAssetsEOY |
| Total Liabilities BOY | 547554 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 333178 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1141665 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1516256 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26621 | Expense |
| Grants | 0 | Grants |
| Revenue | 1822 | Revenue |
| Description | 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. IN 2012, THE ASSOCIATION PUBLISHED THE FIRST OF A FOUR VOLUME SERIES OF LETTERS FROM NORWEGIAN-AMERICAN IMMIGRANTS WRITTEN IN AMERICA AND SENT TO NORWAY. THEY WERE TRANSLATED BY A NOTED NORWEGIAN HISTORIAN AND PUBLISHED IN OCTOBER 2012. ALL 1,075 MEMBERS OF RECORD UPON PUBLICATION RECEIVED A COMPLIMENTARY COPY AS A BENEFIT OF MEMBERSHIP. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26392 | Expense |
| Grants | 0 | Grants |
| Revenue | 680 | Revenue |
| Description | ARCHIVES:THE ASSOCIATION MAINTAINS AN ACTIVE ACQUISITION PROGRAM OF MATERIALS RELATED TO NORWEGIAN-AMERICAN IMMIGRATION INCLUDING MANUSCRIPTS, LETTERS, DIARIES, PHOTOGRAPHS, NEWSPAPER CLIPPINGS, FAMILY HISTORIES, PUBLICATIONS, NEWSLETTERS, BUSINESS RECORDS, AS WELL AS HISTORIES FROM NORWEGIAN CULTURAL GROUPS, CHURCH AND COMMUNITIES AND A VARIETY OF OTHER MATERIALS. APPROXIMATELY 50 NEW COLLECTIONS ARE ADDED YEARLY, BRINGING THE TOTAL NUMBER OF COLLECTIONS TO 1,710 AT THE END OF 2011. THE ASSOCIATION HAD 55 VISITORS TO THE ARCHIVES IN 2012, UTILIZING OUR RESOURCES FOR A WIDE RANGE OF RESEARCH TOPICS, INCLUDING FAMILY HISTORY, HISTORICAL INFORMATION ON LOCAL CHURCHES, CEMETERIES, INDIVIDUALS.THE ASSOCIATION RECEIVED OVER 50 DONATIONS OF MATERIALS, INCLUDING FAMILY RECORDS, PHOTOGRAPHS, LETTERS AND DIARIES AND OTHER MATERIALS RELATED TO NORWEGIAN-AMERICAN IMMIGRATION.DIGITIZATION OF ROWBERG OBITUARY FILES (PILOT PROJECT):DURING THE FIRST YEAR OF THIS TWO YEAR PROJECT, THE ASSOCIATION DIGITIZED APPROXIMATELY 50,000 ITEMS IN OUR ROWBERG OBITUARY COLLECTION, OR ABOUT ONE-SIXTH OF THE ENTIRE COLLECTION. IN YEAR TWO, THE ASSOCIATION WILL CREATE INDEX RECORDS FOR THOSE SCANNED ITEMS AND MAKE THEM AVAILABLE TO MEMBERS ELECTRONICALLY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25664 | Expense |
| Grants | 0 | Grants |
| Revenue | 16951 | Revenue |
| Description | MEMBERSHIP:THE ASSOCIATION MEMBERSHIP PROGRAM PROMOTES ACTIVE SUPPORT OF THE ORGANIZATION THROUGH THE DISTRIBUTION OF PUBLICATIONS, A QUARTERLY NEWSLETTER AND EDUCATIONAL OPPORTUNITIES OFFERED TO MEMBERS AND THE GENERAL PUBLIC. IN 2012, THE ASSOCIATION HOSTED ITS BIENNIAL MEETING WHERE ALL MEMBERS WERE INVITED TO A DAY OF LEARNING SESSIONS AND ELECTION OF OFFICERS; 70 MEMBERS ATTENDED.IN 2012, THE ASSOCIATION HELD A RECEPTION AND TALK HOSTED BY THE NORWEGIAN CONSUL GENERAL IN NEW YORK CITY.QUARTERLY NEWSLETTERS INFORMING MEMBERS OF SIGNIFICANT ARCHIVAL ACQUISITIONS, AS WELL AS ARTICLES RELATED TO THE MISSION OF THE ASSOCIATION AND COMMUNICATIONS REGARDING THE ACTIVITIES OF THE ASSOCIATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 78677 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKIE HENRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5077863221 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BRIAN RUDE | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| KAREN ANNEXSTAD HUMPHREY | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| KAREN F DAVIDSON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| LIV HUSTVEDT | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| BETTY BERGLAND | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| AMY BOXRUD | ||||||
| BOARD MEMBER | 1.00 | X | 20034 | 0 | 0 | |
| CLAUDIA BERGUSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RUTH CRANE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CYNTHIA ELYCE RUBEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DENNIS GIMMESTAD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TERJE HASLE JORANGER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHERINE HANSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BLAINE HEDBERG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVE HOLT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KARIN HOLT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LESLEE LANE HOYUM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PHYLLIS LARSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FRANKIE SHACKLEFORD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARVIN G SLIND | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN THOMAS NILSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN R TUNHEIM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SOLVEIG ZEMPEL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JACKIE HENRY | ||||||
| ADMINISTRATIVE DIRECTOR | 45.00 | X | 38347 | 0 | 13687 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 58381 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13687 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 38394 | AllOtherContributions |
| Total Contributions | 38394 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 14751 | 14751 |
| CONFERENCE INCOME | 900099 | 2200 | 2200 |
| PUBLICATION REVENUE | 511130 | 1822 | 1822 |
| RESEARCH FEES | 900099 | 680 | 680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19453 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35327 | TotalRevenueColumn |
| Exclusion | $35,327 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1013 | TotalRevenueColumn |
| Exclusion | $1,013 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140537 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 67451 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73086 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73086 | TotalRevenueColumn |
| Exclusion | $73,086 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1773 | TotalRevenueColumn |
| Exclusion | $1,773 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1773 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169046 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19453 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $111,199 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71818 | Total |
| Program Services | 46052 | ProgramServices |
| Management And General | 25766 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16460 | Total |
| Program Services | 11922 | ProgramServices |
| Management And General | 4538 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3809 | Total |
| Program Services | 1905 | ProgramServices |
| Management And General | 1904 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7336 | Total |
| Management And General | 7336 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2411 | Total |
| Program Services | 243 | ProgramServices |
| Management And General | 2168 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18254 | Total |
| Program Services | 14516 | ProgramServices |
| Management And General | 3738 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1731 | Total |
| Management And General | 1731 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1452 | Total |
| Program Services | 1307 | ProgramServices |
| Management And General | 145 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1950 | Total |
| Program Services | 1365 | ProgramServices |
| Management And General | 585 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2240 | Total |
| Program Services | 1120 | ProgramServices |
| Management And General | 1120 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| COST OF GOODS SOLD | 228 | 228 | |
| MISCELLANEOUS | 94 | 19 | 75 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127783 | Total |
| Program Services | 78677 | ProgramServices |
| Management And General | 49106 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26558 | BOY |
| EOY | 34875 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23228 | BOY |
| EOY | 5219 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175 | BOY |
| EOY | 125 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2764 | BOY |
| EOY | 24818 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1623685 | BOY |
| EOY | 1735971 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12809 | BOY |
| EOY | 13410 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 35016 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1689219 | BOY |
| EOY | 1849434 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21374 | BOY |
| EOY | 21916 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3114 | BOY |
| EOY | 16190 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 523066 | BOY |
| EOY | 295072 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547554 | BOY |
| EOY | 333178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 676373 | BOY |
| EOY | 942469 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192593 | BOY |
| EOY | 300088 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272699 | BOY |
| EOY | 273699 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1141665 | BOY |
| EOY | 1516256 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1689219 | BOY |
| EOY | 1849434 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 41263 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 107735 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 225593 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123940 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86964 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 55861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43363 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38394 | CurrentTaxYear |
| Total | 348522 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123940 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86964 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 55861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43363 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38394 | CurrentTaxYear |
| Total | 348522 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 52597 | AmountsSubstContributorsTotal |
| Public Support Total170 | 295925 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102409 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20741 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36340 | CurrentTaxYear |
| Total | 218139 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -1587 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 1890 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1773 | CurrentTaxYear |
| Total | 2183 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 568844 | TotalSupport |
| Gross Receipts From Admissions Etc | 42883 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.52020 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48880 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS | GeneralExplanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1069297 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | 404643 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1474940 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1128715 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -59418 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1069297 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 977811 | BeginningOfYearBalance |
| Contributions | 200 | Contributions |
| Investment Earnings Or Losses | 150704 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1128715 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 943186 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 34625 | InvestmentEarningsOrLosses |
| End Of Year Balance | 977811 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1176621 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -233435 | InvestmentEarningsOrLosses |
| End Of Year Balance | 943186 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.61490 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.18560 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19950 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $6,430 |
| LIFE MEMBERSHIP LIABILITY | $288,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 295072 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 498725 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 107735 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 18720 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 205331 | OtherRevenues |
| Revenue Not Rptd F990 | 331786 | RevenueNotRptdF990 |
| Revenue Subtotal | 166939 | RevenueSubtotal |
| Investment Expenses Not Included | 2107 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2107 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 169046 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 124134 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 18720 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 18720 | ExpensesNotRptdF990 |
| Expenses Subtotal | 105414 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2107 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 20262 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 22369 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 127783 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PROVIDES INCOME TO SUPPLEMENT MEMBERSHIP DUES AND ANNUAL GIFTS FOR OPERATING AND PUBLISHING ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2012. THE ASSOCIATION'S TAX RETURNS ARE OPEN TO EXAMINATIONS FOR THE YEARS ENDING DECEMBER 31, 2009 THROUGH 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF MEMBERSHIP AGREEMENT 225,593. COST OF GOODS SOLD -20,262. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 20,262. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. 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 BOARD OF DIRECTORS WILL REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS AT A REGULARLY SCHEDULED BOARD MEETING AND WILL VOTE TO EITHER APPROVE THE FILING OR APPROVE WITH SPECIFIC REVISIONS. | |
| 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. 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 2012 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 225,593. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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