NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (EIN 41-6038548)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201243179349301159
- Schema version
- 2011v1.2
- 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 | 2012-11-12T10:02:46-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | XIAOYAN LUO | Name |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRIAN RUDE | 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 | 719613 | 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 | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 55861 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 43363 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 207 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18604 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 41702 | InvestmentIncomePriorYear |
| Investment Income Current Year | 94051 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2517 | OtherRevenuePriorYear |
| Other Revenue Current Year | 347 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 100287 | TotalRevenuePriorYear |
| Total Revenue Current Year | 156365 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 49220 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 74045 | 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 | 27343 | OtherExpensePriorYear |
| Other Expenses Current Year | 49687 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 76563 | TotalExpensesPriorYear |
| Total Expenses Current Year | 123832 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23724 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 32533 | RevenuesLessExpensesCY |
| Total Assets BOY | 1736119 | TotalAssetsBOY |
| Total Assets EOY | 1689219 | TotalAssetsEOY |
| Total Liabilities BOY | 475922 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 547554 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1260197 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1141665 | 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 PART OF THIS WHOLE WITH ACCURACY, INTEGRITY, AND LIVELINESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 45377 | Expense |
| Grants | 100 | Grants |
| Revenue | 17115 | 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 2011, THE ASSOCIATION HOSTED A BOOK LAUNCH FOR 70 MEMBERS TO PROMOTE THE PUBLICATION OF NORWEGIAN-AMERICAN STUDIES. PROGRAMMING INCLUDED A TALK PRESENTED BY ONE OF THE PUBLICATION CONTRIBUTORS AS WELL AS THE PUBLICATION EDITOR. THE ASSOCIATION ALSO CO-SPONSORED A SYMPOSIUM WITH NAHA-NORGE AT LUTHER COLLEGE. MORE THAN 100 SCHOLARS ATTENDED AND OVER 30 PAPERS WERE PRESENTED OVER THE COURSE OF THE THREE DAY CONFERENCE. MEMBERS RECEIVE THE NAHA QUARTERLY NEWSLETTER WHICH INCLUDES SCHOLARLY ARTICLES, REVIEWS OF RECENT PUBLICATIONS AND FEATURE ARTICLES HIGHLIGHTING ITEMS FROM THE ASSOCIATION ARCHIVES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25812 | Expense |
| Grants | 0 | Grants |
| Revenue | 974 | 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 2011, NAHA PUBLISHED THE 36TH VOLUME IN A SERIES OF NORWEGIAN-AMERICAN STUDIES, AND DISTRIBUTED TO ITS NORTH AMERICAN MEMBERS A PUBLICATION PRODUCED BY ITS SISTER ORGANIZATION NAHA-NORGE, NORWEGIAN-AMERICAN ESSAYS. APPROXIMATELY 1200 COPIES OF EACH VOLUME WERE DISTRIBUTED TO MEMBERS, LIBRARIES, REVIEWERS AND OTHER INTERESTED ORGANIZATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4612 | Expense |
| Grants | 0 | Grants |
| Revenue | 515 | 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 1710 AT THE END OF 2011. MORE THAN 60 SCHOLARS AND FAMILY HISTORIANS VISITED THE ARCHIVES IN 2011 TO CONDUCT RESEARCH, AND ANOTHER 140 WERE ASSISTED OVER THE PHONE OR VIA EMAIL. IN PARTICULAR, MATERIALS RELATED TO THE IMMIGRATION FROM THE POST-WORLD WAR II ERA ARE ACTIVELY BEING SOUGHT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 75801 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 | 0 | NumberOfEmployees |
| 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | 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 (20 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 HUMPHREY | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| KAREN 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 | 8126 | 0 | 0 | |
| RUTH CRANE | ||||||
| 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 | |
| KARIN HOLT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEVEN JOHNSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TERJE HALSE JORGENSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PHYLLIS LARSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN THOMAS NILSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ARNOLD OSTEBEE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CYNTHIA ELYCE RUBEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARVIN G SLIND | ||||||
| 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 | 45604 | 0 | 5845 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 53730 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5845 | 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 |
| Membership Dues | 6707 | MembershipDues |
| All Other Contributions | 36656 | AllOtherContributions |
| Total Contributions | 43363 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 17115 | 17115 |
| PUBLICATION REVENUE | 511130 | 1489 | 1489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18604 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21165 | TotalRevenueColumn |
| Exclusion | $21,165 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 240 | TotalRevenueColumn |
| Exclusion | $240 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 636134 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 563248 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72886 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72886 | TotalRevenueColumn |
| Exclusion | $72,886 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 107 | TotalRevenueColumn |
| Exclusion | $107 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 107 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 156365 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18604 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $94,398 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
| Program Services | 100 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59576 | Total |
| Program Services | 33851 | ProgramServices |
| Management And General | 25725 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13235 | Total |
| Program Services | 8924 | ProgramServices |
| Management And General | 4311 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1234 | Total |
| Program Services | 617 | ProgramServices |
| Management And General | 617 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9137 | Total |
| Program Services | 2193 | ProgramServices |
| Management And General | 6944 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2267 | Total |
| Program Services | 184 | ProgramServices |
| Management And General | 2083 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29444 | Total |
| Program Services | 24970 | ProgramServices |
| Management And General | 4474 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1269 | Total |
| Management And General | 1269 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314 | Total |
| Program Services | 283 | ProgramServices |
| Management And General | 31 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2591 | Total |
| Program Services | 1814 | ProgramServices |
| Management And General | 777 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2144 | Total |
| Program Services | 1072 | ProgramServices |
| Management And General | 1072 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EQUIPMENT | 1611 | 1611 | |
| MISCELLANEOUS | 910 | 182 | 728 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123832 | Total |
| Program Services | 75801 | ProgramServices |
| Management And General | 48031 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60751 | BOY |
| EOY | 26558 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43208 | BOY |
| EOY | 23228 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 175 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2764 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1620105 | BOY |
| EOY | 1623685 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12055 | BOY |
| EOY | 12809 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1736119 | BOY |
| EOY | 1689219 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13556 | BOY |
| EOY | 21374 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2216 | BOY |
| EOY | 3114 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460150 | BOY |
| EOY | 523066 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475922 | BOY |
| EOY | 547554 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793470 | BOY |
| EOY | 676373 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194028 | BOY |
| EOY | 192593 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272699 | BOY |
| EOY | 272699 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1260197 | BOY |
| EOY | 1141665 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1736119 | BOY |
| EOY | 1689219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 32533 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -151065 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 174093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123940 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43363 | CurrentTaxYear |
| Total | 484221 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 174093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123940 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43363 | CurrentTaxYear |
| Total | 484221 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 130285 | AmountsSubstContributorsTotal |
| Public Support Total170 | 353936 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52358 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37244 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21405 | CurrentTaxYear |
| Total | 234157 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5243 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -1587 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 1890 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107 | CurrentTaxYear |
| Total | 5653 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 724031 | TotalSupport |
| Gross Receipts From Admissions Etc | 25478 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.48880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43380 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 | 0.56670 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.25500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17830 | 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 | $8,831 |
| LIFE MEMBERSHIP LIABILITY | $514,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 523066 | TotalOfAmounts |
| Total Revenue | 156365 | TotalRevenue |
| Total Expenses | 123832 | TotalExpenses |
| Excess Or Deficit For Year | 32533 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -89767 | NetUnrealizedGLOnInvestments |
| Other | -$61,298 | OtherAmount |
| Total Adjustments | -151065 | TotalAdjustments |
| Excess Or Deficit Per FS | -118532 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21983 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -89767 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 18720 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -61298 | OtherRevenues |
| Revenue Not Rptd F990 | -132345 | RevenueNotRptdF990 |
| Revenue Subtotal | 154328 | RevenueSubtotal |
| Investment Expenses Not Included | 2037 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2037 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 156365 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 140515 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 18720 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 18720 | ExpensesNotRptdF990 |
| Expenses Subtotal | 121795 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2037 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 2037 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 123832 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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: | 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, 2011. THE ASSOCIATION'S TAX RETURNS ARE OPEN TO EXAMINATIONS FOR THE YEARS ENDING DECEMBER 31, 2008 THROUGH 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF LIFE MEMBERSHIP AGREEMENT -61,298. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF MEMBERSHIP AGREEMENT -61,298. |
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 FORM 990 WILL BE REVIEWED BY THE BOARD TREASURER AND ONE OTHER MEMBER OF THE EXECUTIVE COMMITTEE. IN ADDITION, THE RETURN WILL BE PROVIDED BY THE GOVERNING BODY PRIOR TO FILING. | |
| 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 | COMPENSATION FOR THE ADMINISTRATIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE IN CONSULTATION WITH THE HR DEPARTMENT AT ST. OLAF COLLEGE AND BASED ON THE MIDPOINT OF COMPARABLE SALARIES FOR POSITIONS WITH A SIMILAR LEVEL OF RESPONSIBILITY IN SIMILAR NONPROFIT ORGANIZATIONS BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA. THE EXECUTIVE COMMITTEE MINUTES REFELCT THE DELIBERATION AND DECISION. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2010 FOR THE EXECUTIVE ADMINISTRATOR, J. HENRY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -89,767. CHANGE IN VALUE OF LIFE MEMBERSHIP AGREEMENT -61,298. TOTAL TO FORM 990, PART XI, LINE 5: -151,065. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments