AMERICAN SWEDISH INSTITUTE: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SWEDISH INSTITUTE (EIN 41-0711603)
Tax period
2010-03-01 to 2011-02-28
Filed
2011-09-15
IRS object ID
201122639349300807
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2011-09-15T10:52:44-05:00Timestamp
Tax Period End Date2011-02-28TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HLB TAUTGES REDPATH LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14810 WHITE BEAR PARKWAYAddressLine1
CityWHITE BEAR LAKECity
StateMNState
ZIP Code55110ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-03-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN410711603EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE AMERICAN SWEDISH INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAMERNameControl
Phone6128714907Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 PARK AVENUEAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55407ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRUCE KARSTADTName
TitleCEO/PRESIDENTTitle
Phone6128714907Phone
Date Signed2011-09-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS W HODNEFIELD CPAName
Phone6514267000Phone
Date Prepared2011-09-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBRUCE KARSTADTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12600 PARK AVENUEAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55407ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10043222GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.AMERICANSWEDISHINST.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1929YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE OActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees49TotalNbrEmployees
Total Nbr Volunteers400TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3727120ContributionsGrantsPriorYear
Contributions Grants Current Year7549160ContributionsGrantsCurrentYear
Program Service Revenue Prior Year424798ProgramServiceRevenuePriorYear
Program Service Revenue CY414626ProgramServiceRevenueCY
Investment Income Prior Year-17733InvestmentIncomePriorYear
Investment Income Current Year254275InvestmentIncomeCurrentYear
Other Revenue Prior Year239318OtherRevenuePriorYear
Other Revenue Current Year269151OtherRevenueCurrentYear
Total Revenue Prior Year4373503TotalRevenuePriorYear
Total Revenue Current Year8487212TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year27500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY23140GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1092166SalariesEtcPriorYear
Salaries Etc Current Year1353036SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year7500TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY90000TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year584973TotalFundrsngExpCurrentYear
Other Expense Prior Year1490505OtherExpensePriorYear
Other Expenses Current Year1466608OtherExpensesCurrentYear
Total Expenses Prior Year2617671TotalExpensesPriorYear
Total Expenses Current Year2932784TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1755832RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5554428RevenuesLessExpensesCY
Total Assets BOY21918687TotalAssetsBOY
Total Assets EOY27725315TotalAssetsEOY
Total Liabilities BOY1036177TotalLiabilitiesBOY
Total Liabilities EOY983820TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY20882510NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY26741495NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1350711Expense
Grants23140Grants
Revenue414626Revenue
DescriptionMUSEUM EXHIBITIONS CONSIST OF MAINTAINING OPEN HOURS FOR ASI'S EXHIBITIONS, INCLUDING THE ARCHITECTURALLY SIGNIFICANT TURNBLAD MANSION. THE INSTITUTE DEVELOPS, DESIGNS, AND INSTALLS EXHIBITIONS, BOTH PERMANENT AND TEMPORARY. VOLUNTEERS ARE RECRUITED AND TRAINED TO GREET VISITORS, MONITOR THE COLLECTIONS, AND LEAD TOURS. MEASURABLE ACCOMPLISHMENTS INCLUDE 28,800 MUSEUM VISITORS PER YEAR, 4 MAJOR EXHIBITS, AND 3 SECONDARY EXHIBITS.COLLECTIONS CARE AND CONSERVATION PROVIDE FOR CARE OF LARGE COLLECTIONS OF ARTWORK, TEXTILES, GLASS, WOODCARVINGS, AND BOOKS.MEMBERSHIP PROGRAMS AND SERVICES ATTRACT AND NURTURE MEMBERSHIP SUPPORT. ACCOMPLISHMENTS INCLUDE HAVING APPROXIMATELY 5,000 HOUSEHOLDS AS ACTIVE, PAID MEMBER UNITS, PUBLISHING AND DISTRIBUTING THE ASI'S NEWSLETTER, (ASI POSTEN), TO ALL MEMBER HOUSEHOLDS 5 TIMES PER YEAR, HOSTING REGULAR NEW MEMBER ORIENTATIONS, PROVIDING SUPPORT FOR AFFILIATED SWEDISH CULTURAL GROUPS, AND OFFERING REGULAR MEMBERSHIP EVENTS RELATED TO SWEDISH CULTURE.PROGRAMS FOR ADULTS AND YOUTH/FAMILY PROVIDE EDUCATIONAL CLASSES, WORKSHOPS, AND OTHER ACTIVITIES FOR BENEFIT OF MEMBERS AND THE GENERAL COMMUNITY. MEASURABLE ACCOMPLISHMENT INCLUDE SERVING 11,900 INDIVIDUALS THROUGH CLASSES, ASI FORUM LECTURES, EXHIBIT OPENINGS, SPECIAL EVENTS SUCH AS THE MIDSOMMAR FESTIVAL, LANGUAGE AND CRAFT CLASSES, SWEDISH CULTURAL ACTIVITIES, CULINARY PROGRAMS AND SPECIAL DINNERS. FAMILY AND YOUTH PROGRAMS SERVED 4,400 INDIVIDUALS THROUGH ON-SITE EDUCATIONAL PROGRAMS, LANGUAGE CLASSES, SWEDISH CULTURAL PROGRAMS, FAMILY CLASSES, YOUTH CRAFT CLASSES, AND OFF-SITE SCHOOL AND COMMUNITY EDUCATIONAL PROGRAMS. ANOTHER 1,100 PEOPLE WERE SERVED THROUGH OUR FACILITY RENTAL PROGRAM AND 2,600 INDIVIDUALS PARTICIPATED IN GROUP TOURS. ASI ACTIVE CLUBS, PERFORMING GROUPS AND SERVICE ORGANIZATIONS TOTAL MORE THAN 15,000 VISITS OR UNIQUE INTERACTIONS WITH OUR ORGANIZATION. THE TOTAL PUBLIC SERVED FOR THIS FISCAL YEAR IS 63,900.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense343193Expense
Revenue269151Revenue
DescriptionBUSINESS 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.Description
FieldValueIRS element (for citing)
Total Program Service Expense1693904TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109639NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees49NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountrySWNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BONNIE NELSONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6128714907TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12600 PARK AVENUEAddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55407ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
STEVE CARLSON
CHAIR1.80XX000
BARBARA BRUNZELL
VP1.80XX000
CHRISTINE ALBERTSSON
SECRETARY1.80XX000
CHARLIE NYSTROM
TREASURER1.80XX000
BARBARA BURWELL
BOARD MEMBER1.80X000
ELLEN ANN-KRISTIN DE VERDIER
BOARD MEMBER1.80X000
CRAIG ENGWALL
BOARD MEMBER1.80X000
AISHA FRISWOLD
BOARD MEMBER1.80X000
TONY HOFSTEDE
BOARD MEMBER1.80X000
JAMES JUSTUS
BOARD MEMBER1.80X000
TRUETT LAWSON
BOARD MEMBER1.80X000
INGRID MATTSSON
BOARD MEMBER1.80X000
JAN LEDIN MICHALETZ
BOARD MEMBER1.80X000
RANDY MONSON
BOARD MEMBER1.80X000
LESLIE NELSON
BOARD MEMBER1.80X000
THOMAS NELSON
BOARD MEMBER1.80X000
GERALD SJOGREN
BOARD MEMBER1.80X000
ROLAND THORSTENSSON
BOARD MEMBER1.80X000
CHUCK LAWRENCE
BOARD MEMBER1.80X000
BENGT SOHLEN
BOARD MEMBER1.80X000
BRUCE LARSON
BOARD MEMBER1.80X000
BOB STRANDQUIST
BOARD MEMBER1.80X000
BRUCE KARSTADT
PRESIDENT/CEO40.00X9221008807
PEGGY KORSMO-KENNON
COO40.00X7568009237
BONNIE NELSON
CFO40.00X7581606259
FieldValueIRS element (for citing)
Total Reportable Comp From Org243706TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation24303TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
HGA
701 WASHINGTON AVE NMINNEAPOLISMN55401ARCHITECTUAL1056660
TEGRA
801 NICOLLET MALL 1850MINNEAPOLISMN55402REAL ESTATE CONSTRUCTION CONSULTING145676
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Membership Dues231650MembershipDues
All Other Contributions7317510AllOtherContributions
Noncash Contributions10647NoncashContributions
Total Contributions7549160TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CLASS AND PROGRAM900099255722255722
RENTAL5320008374183741
ADMISSIONS9000997516375163
FieldValueIRS element (for citing)
Total Program Service Revenue414626TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column119710TotalRevenueColumn
Exclusion$119,710ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1401933Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1267368Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities134565Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column134565TotalRevenueColumn
Exclusion$134,565ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory557793GrossSalesOfInventory
Cost Of Goods Sold288642CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column269151TotalRevenueColumn
Related Or Exempt Function Income269151RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column8487212TotalRevenueColumn
Related Or Exempt Function Income683777RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$254,275ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total23140Total
Program Services23140ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total276400Total
Management And General183834ManagementAndGeneral
Fundraising92566Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total805938Total
Program Services573252ProgramServices
Management And General96651ManagementAndGeneral
Fundraising136035Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2534Total
Program Services1566ProgramServices
Management And General540ManagementAndGeneral
Fundraising428Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total167486Total
Program Services99931ProgramServices
Management And General39757ManagementAndGeneral
Fundraising27798Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total100678Total
Program Services53001ProgramServices
Management And General28372ManagementAndGeneral
Fundraising19305Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total90000Total
Fundraising90000Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total39447Total
Management And General39447ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total197914Total
Program Services161866ProgramServices
Management And General35323ManagementAndGeneral
Fundraising725Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total59261Total
Program Services8031ProgramServices
Management And General51230ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total220619Total
Program Services88994ProgramServices
Management And General94091ManagementAndGeneral
Fundraising37534Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total44700Total
Program Services22282ProgramServices
Management And General4671ManagementAndGeneral
Fundraising17747Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total143609Total
Program Services126332ProgramServices
Management And General15018ManagementAndGeneral
Fundraising2259Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total10401Total
Program Services5751ProgramServices
Management And General3845ManagementAndGeneral
Fundraising805Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total31481Total
Management And General31481ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total261326Total
Program Services242511ProgramServices
Management And General15418ManagementAndGeneral
Fundraising3397Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralFundraisingFundraisingProgram ServicesProgramServices
CAMPAIGN EXPENSE1582995315152984
FOOD AND CATERING1342203205-484131499
OTHER PROGRAM EXPENSE8356974782822
REPAIRS AND MAINTAINENC48860272560045535
LICENSE, FEES, DUES...310881768252726793

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1814Total
Program Services598ProgramServices
Management And General1216ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2932784Total
Program Services1693904ProgramServices
Management And General653907ManagementAndGeneral
Fundraising584973Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY25622BOY
EOY30048EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1132115BOY
EOY4179778EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY4373020BOY
EOY5705953EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY16171BOY
EOY20714EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY165383BOY
EOY193603EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4922BOY
EOY4559EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis15516402LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec3784387LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY10720717BOY
EOY11732015EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY4376313BOY
EOY4753615EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1104424BOY
EOY1105030EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY21918687BOY
EOY27725315EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY314554BOY
EOY318420EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY721623BOY
EOY665400EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1036177BOY
EOY983820EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY11388164BOY
EOY12503459EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6002853BOY
EOY10744153EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3491493BOY
EOY3493883EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY20882510BOY
EOY26741495EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY21918687BOY
EOY27725315EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses5554428ReconcilationRevenueExpenses
Reconcilation Other Changes304557ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6858828CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1974762CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2430374CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3727120CurrentTaxYearMinus1Year
Current Tax Year7549160CurrentTaxYear
Total22540244Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6858828CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1974762CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2430374CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3727120CurrentTaxYearMinus1Year
Current Tax Year7549160CurrentTaxYear
Total22540244Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total14373320AmountsSubstContributorsTotal
Public Support Total1708166924PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years183631CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years213524CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years180752CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year134517CurrentTaxYearMinus1Year
Current Tax Year119710CurrentTaxYear
Total832134Total
FieldValueIRS element (for citing)
Total Support23372378TotalSupport
Gross Receipts From Admissions Etc5115057GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.34940PublicSupportPertcentage170
Public Support Pertcent Prior Year0.48680PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included0RevenuesIncluded
Assets In Part X1081765AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3662058BeginningOfYearBalance
Contributions2390Contributions
Investment Earnings Or Losses407360InvestmentEarningsOrLosses
Other Expenditures17417OtherExpenditures
End Of Year Balance4054391EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3032195BeginningOfYearBalance
Contributions5825Contributions
Investment Earnings Or Losses624038InvestmentEarningsOrLosses
End Of Year Balance3662058EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3963503BeginningOfYearBalance
Contributions17840Contributions
Investment Earnings Or Losses-816448InvestmentEarningsOrLosses
Grants Or Scholarships14000GrantsOrScholarships
Other Expenditures118700OtherExpenditures
End Of Year Balance3032195EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis6155000OtherCostOrOtherBasis
Book Value6155000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis8685726OtherCostOrOtherBasis
Depreciation3148866Depreciation
Book Value5536860BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis675676OtherCostOrOtherBasis
Depreciation635521Depreciation
Book Value40155BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11732015TotalOfBookValueLandBuildings
Total Revenue8487212TotalRevenue
Total Expenses2932784TotalExpenses
Excess Or Deficit For Year5554428ExcessOrDeficitForYear
Net Unrealized GL On Investments268241NetUnrealizedGLOnInvestments
Other$36,316OtherAmount
Total Adjustments304557TotalAdjustments
Excess Or Deficit Per FS5858985ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt8752322TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments268241NetUnrealizedGainsInvestments
Other Revenues36316OtherRevenues
Revenue Not Rptd F990304557RevenueNotRptdF990
Revenue Subtotal8447765RevenueSubtotal
Investment Expenses Not Included39447InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt39447RevenueNotRptdOnFinStmt
Total Revenue Per Form9908487212TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2893337TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2893337ExpensesSubtotal
Investment Expenses Not Included239447InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt39447ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902932784TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 4:THE COLLECTIONS CONSIST OF SWEDISH ARTWORK, CRAFTS, TEXTILES, BOOKS, AND HISTORICAL MATERIALS USED TO EDUCATE THE PUBLIC ON SWEDISH CULTURE.
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. DURING THE CURRENT YEAR, BEGINNING NET ASSET AMOUNTS WERE ADJUSTED BETWEEN CLASSIFICATION BUT NOT IN TOTAL. THE CHANGE WAS TO BE IN CONFORMITY WITH GAAP THAT REQUIRES UNRESTRICTED EARNINGS ON ENDOWMENTS TO BE CLASSIFIED AS TIME RESTRICTED UNTIL THEY HAVE BEEN APPROPRIATED FOR EXPENDITURE. THIS CHANGE INCREASED THE TOTAL AMOUNT CONSIDERED TO BE IN THE ENDOWMENTS BY $333,714. THE OPENING BALANCE OF TWO YEARS PRIOR HAS BEEN ADJUSTED TO REFLECT THIS CHANGE.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
FOREIGN CURRENCY EXCHANGE GAIN 35,710. CHANGE IN INTEREST IN CHARITABLE REMAINDER TRUST 606.PART XI, LINE 8 - OTHER ADJUSTMENTS:
GAIN/LOSS DUE TO FOREIGN CURRENCY EXCHANGE 35,710. CHANGE IN INTEREST IN CHARITABLE REMAINDER TRUST 606.PART XII, LINE 2D - OTHER ADJUSTMENTS:

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1CROWLEY WHITE HELMER INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11619 DAYTON AVE STE 106AddressLine1
CityST PAULCity
StateMNState
ZIP Code55104ZIPCode
FieldValueIRS element (for citing)
ActivityPROFESSIONAL CONSULTINGActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts0GrossReceipts
Amount Retained By Contractor90000AmountRetainedByContractor
Net To Organization-90000NetToOrganization
FieldValueIRS element (for citing)
Total Retained By Contractors90000TotalRetainedByContractors
Total Net To Organization-90000TotalNetToOrganization
Licensed StatesMNLicensedStates

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF FUNDRAISING PAYMENTSIdentifier
Return ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)ReturnReference
ExplanationGROSS RECEIPTS ATTRIBUTED TO PROFESSIONAL CONSULTING IS NOT DETERMINABLE.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1CONDORDIA LANGUAGE VILLAGEBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1VILLAGE 901 S 8TH STREETAddressLine1
CityMOOREHEADCity
StateMNState
ZIP Code56562ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient410693977EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant16840AmountOfCashGrant
Purpose Of GrantSCHOLARSHIPS FOR YOUTH TO ATTEND SWEDISH LANGUAGE CLASSESPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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 INSTITUE.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION MISSION STATEMENTFORM 990, PART I, LINE 1THE 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.
FORM 990, PART VI, SECTION A, LINE 6THERE 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 7ATHERE 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 11THE 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 12CCONFLICT 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 15ACOMPENSATION IS DETERMINED BY DISCUSSION BY EXECUTIVE COMMITTEE. COMPENSATION WAS BASED ON COMPARABLE POSITIONS AND BUDGET REQUIREMENTS.
FORM 990, PART VI, SECTION C, LINE 19ASI 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 GAINS ON INVESTMENTS: 268,241. FOREIGN CURRENCY EXCHANGE GAIN 35,710. CHANGE IN INTEREST IN CHARITABLE REMAINDER TRUST 606. TOTAL TO FORM 990, PART XI, LINE 5: 304,557.

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