2011-11-15T14:17:43-06:00 2010-12-31 LARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2010-01-01 416038548 NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION NORW 5077863221 1510 ST OLAF AVENUE NORTHFIELD MN 55057 KAREN DAVIDSON 5077863221 2011-07-22 1 6123764500 2010 2016-03-07 17:11:31Z BRIAN RUDE 1510 ST OLAF AVENUE NORTHFIELD MN 55057 225280 0 X WWW.NAHA.STOLAF.EDU X 1925 MN TO RECORD AND RESEARCH THE HISTORY OF NORWEGIAN MIGRATION TO AMERICA. 18 18 0 24 0 0 86964 55861 853 207 37244 41702 -1048 2517 124013 100287 101680 0 0 0 28550 49220 0 0 0 23781 27343 154011 76563 -29998 23724 1561278 1736119 466490 475922 1094788 1260197 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. 0 0 36501 0 207 THE ASSOCIATION HAS PUBLISHED NEARLY ONE HUNDRED BOOKS OF SCHOLARLY MERIT; PROMOTED NORWEGIAN-AMERICAN HISTORICAL RESEARCH AND LITERARY WORK FOR APPROXIMATELY 600 MEMBERS AND NON-MEMBERS; AND HELPED MAINTAIN AND DEVELOP ARCHIVES OF NORWEGIAN-AMERICAN HISTORICAL MATERIAL LOCATED ON THE ST. OLAF COLLEGE CAMPUS. THIS RICH PROGRAM HAS ATTRACTED TO THE ASSOCIATION A MEMBERSHIP OF 1,050 CITIZENS FROM ALL WALKS OF LIFE. 36501 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 MN X JACKIE HENRY 5077863221 1510 ST OLAF AVENUE NORTHFIELD MN 55057 BRIAN RUDE 1.00 X X 0 0 0 KAREN HUMPHREY 1.00 X X 0 0 0 KAREN DAVIDSON 1.00 X X 0 0 0 LIV HUSTVEDT 1.00 X X 0 0 0 AMY BOXRUD 1.00 X 0 0 0 BETTY BERGLAND 1.00 X 0 0 0 KATHERINE HANSON 1.00 X 0 0 0 BLAINE HEDBERG 1.00 X 0 0 0 KARIN HOLT 1.00 X 0 0 0 STEVEN JOHNSON 1.00 X 0 0 0 JOHN THOMAS NILSON 1.00 X 0 0 0 CYNTHIA ELYCE RUBEN 1.00 X 0 0 0 MARVIN G SLIND 1.00 X 0 0 0 JOHN R TUNHEIM 1.00 X 0 0 0 SOLVEIG ZEMPEL 1.00 X 0 0 0 ARNOLD OSTEBEE 1.00 X 0 0 0 ROBERT TOLLUND 1.00 X 0 0 0 JOAN NAGLESTAD BUCKLEY 1.00 X 0 0 0 RUTH CRANE 1.00 X 0 0 0 JACKIE HENRY 45.00 X 15037 0 0 15037 0 0 0 0 0 0 0 26194 29667 55861 PUBLICATION REVENUE 511130 207 207 207 22530 22530 126 126 142636 123464 19172 19172 19172 2030 1529 501 501 LUNCHEON FEE 900099 1260 1260 CONFERENCE FEE 900099 630 630 1890 100287 207 0 44219 49220 24610 24610 8088 1941 6147 1359 1359 128 115 13 7642 5519 2123 40 36 4 3393 2375 1018 430 430 1674 837 837 MISCELLANEOUS 3804 818 2986 GIFT PREMIUM PAYMENT 500 250 250 ARCHIVES 150 150 PAYPAL CHARGES 135 135 76563 36501 40062 0 114745 60751 125722 43208 1358 1308162 1620105 11291 12055 1561278 1736119 11083 13556 2220 2216 453187 460150 466490 475922 X 719518 793470 102771 194028 272499 272699 1094788 1260197 1561278 1736119 X 23724 141685 X X 1 0 1 X 0 X 245646 174093 123940 86964 55861 686504 245646 174093 123940 86964 55861 686504 265504 421000 51827 52358 102409 37244 20741 264579 13788 5243 -1587 1890 19334 970417 11324 0.43380 0.46450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS 977811 200 150704 1128715 943186 34625 977811 1176621 -233435 943186 0.76000 0.24000 0.00000 0 1 1 0 ANNUITIES PAYABLE 7213 LIFE MEMBERSHIP LIABILITY 452937 460150 100287 76563 23724 149069 -7384 141685 165409 258903 149069 18720 -7384 160405 98498 1359 430 1789 100287 93494 18720 18720 74774 1359 430 1789 76563 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: NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2010. THE ASSOCIATION'S TAX RETURNS ARE OPEN TO EXAMINATIONS FOR THE YEARS ENDING DECEMBER 31, 2007 THROUGH 2010. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF LIFE MEMBERSHIP AGREEMENT -7,384. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF MEMBERSHIP AGREEMENT -7,384. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE - NETTED AGAINST REVENUE IN AUDITED FINANCIALS 430. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE - NETTED AGAINST REVENUE IN AUDITED FINANCIALS 430. 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 ORGANIZATIONAL MEETING FOLLOWING THE REGULAR BIENNIAL MEETING OF THE MEMBERSHIP. THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF DIRECTORS OF THIS CORPORATION IN THE MANAGEMENT OF THE PROPERTY, BUSINESS AND AFFAIRS OF THIS CORPORATION 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 CORPORATION'S PERFORMANCE, SHALL SERVE AS THE PERSONNEL COMMITTEE FOR THE CORPORATION, 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 ORGANIZATION 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. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE REVIEWED BY THE BOARD TREASURERE 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 149,069. CHANGE IN VALUE OF LIFE MEMBERSHIP AGREEMENT -7,384. TOTAL TO FORM 990, PART XI, LINE 5: 141,685. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.