2024-12-03T11:24:32-06:00 2023-12-31 390758449 WIPFLI LLP 403 EAST THIRD STREET STERLING IL 61081 990 2023-01-01 237181309 VASA ORDER OF AMERICA 8 LAKE MICHIGAN DIST LODGE VASA 3175067900 1236 RIDGE ROAD CARMEL IN 46033 LINDA CHRISTENSEN TREASURER 6308529853 2024-11-08 1 1 MICHELLE L HELLER P00367347 8156261277 2024-11-08 2023 2024-10-15 13:58:12Z LINDA CHRISTENSEN 1236 RIDGE ROAD CARMEL IN 46033 140437 0 X WWW.VASAORDER.COM X 1896 WI PRESERVE THE ETHNIC HERITAGE OF MEMBERS. 11 11 0 340 0 0 0 0 15666 15168 48275 53843 81439 71426 145380 140437 19100 19100 0 0 2598 2698 0 0 0 54303 52156 76001 73954 69379 66483 1238443 1311849 0 0 1238443 1311849 X THE MISSION IS TO PERPETUATE THE NOBLE HERITAGE OF OUR FOREFATHERS AND FOSTER NORDIC CULTURAL ACTIVITIES BY ENCOURAGEMENT AND REPUTATION OF ITS PEOPLE. WE ARE A DISTRICT LODGE OF THE VASA ORDER OF AMERICA, A FRATERNAL SOCIETY ORIGINALLY ESTABLISHED FOR THE BENEFIT OF SWEDISH IMMIGRANTS MORE THAN A CENTURY AGO, BUT NOW DEDICATED TO PRESERVING AND SHARING OUR SWEDISH AND NORDIC CULTURE AND HERITAGE. 0 0 DUES AND ASSESSMENTS ARE USED TO PAY BENEFITS TO MEMBERS AND PROMOTE SOCIAL ANDINTELLECTUAL ACTIVITIES IN ORDER TO PRESERVE THE ETHNIC HERITAGE OF THE MEMBERS. ACTIVITIES OF THE ORGANIZATION INCLUDE ASSISTING YOUNGER GENERATIONS IN THE AIMS AND PURPOSES OF THE ORDER BY SUPPORTING THE INSTITUTION AND PROGRESS OF CHILDREN AND YOUTH CLUBS WITHIN THE ORDER. THE ORGANIZATION CREATES AND MAINTAINS FUNDS FOR FINANCIAL RELIEF TO MEMBERS IN NEED, THOSE ACTIVELY ENGAGED IN PURSUIT OF HIGHER EDUCATION, AND FOR USES TOWARDS CAUSES FOR THE BETTERMENT OF HUMAN LIFE AND EXISTENCE. THE ORGANIZATION HELPS TO MAINTAIN THE NATIONAL ARCHIVES. THE PURPOSE OF THE NATIONAL ARCHIVES IS FOR EDUCATIONAL, HISTORICAL AND RESEARCH; TO PRESERVE AND DISPLAY AND MAKE AVAILABLE RECORDS, DOCUMENTS, WORKS OF ART, SCIENCE, INVENTIONS AND MANUFACTURE BY PERSONS OF SWEDISH ANCESTRY AND TO PROMOTE PUBLIC KNOWLEDGE OF AN INTEREST IN THE HISTORY OF PERSONS OF SCANDINAVIAN AND PARTICULARLY SWEDISH ANCESTRY. THE MAIN PURPOSE IS TO PRESERVE THE RECORDS OF THE VASA ORDER OF AMERICA AND ITS MEMBERS. THERE IS A FAMILY REGISTER WHERE ALL VASA MEMBERS AND THEIR FAMILIES ARE CHRONICLED. THE COMPLETION OF THE REGISTER WILL BE AN IMPORTANT PHASE OF OUR ARCHIVE ACTIVITY. IT WILL SERVE FUTURE GENERATIONS IN THEIR SEARCH FOR ANCESTRY. RECORDS, MANUSCRIPTS AND LITERATURE ARE NOT PARTICULARLY EXCITING TO VIEW IF A PERSON IS NOT DIRECTLY INTERESTED IN RESEARCHING SUCH MATERIAL. AS OF THE CONVENTION, THE ORGAINZATION HAD 731 MEMBERS. 0 0 0 0 0 0 0 0 1 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 1 1 0 1 1 0 0 1 0 0 1 1 1 0 X LINDA CHRISTENSEN 3175067900 1236 RIDGE ROAD CARMEL IN 46033 LINDA CHRISTENSEN DISTRICT TREASURER 10.00 X X 599 0 0 LOIS KLUBENS DISTRICT SECRETARY 23.00 X X 599 0 0 LINNEA OGRETZ ASST. DISTRICT SECRETARY 10.00 X X 300 0 0 TIM OGRENTZ DISTRICT MASTER 10.00 X X 200 0 0 MARIANNE EKSTRAND DISTRICT HISTORIAN 2.00 X 100 0 0 HOLLY JENSEN DISTRICT CULTURAL LEADER 10.00 X 100 0 0 LYNDA SMITH DISTRICT SUPERVISOR OF CHILDREN AND YOUTH CLUBS 10.00 X X 100 0 0 LINDA TYLK DISTRICT HOSPITAL FUND SEC 5.00 X X 100 0 0 KATIE WESTLUND-PONTON VICE DISTRICT MASTER 10.00 X X 100 0 0 GENE KIESEL PAST DISTRICT MASTER 4.00 X X 0 0 0 GLENN CARLSTRAND DISTRICT EXECUTIVE BOARD 3.00 X 0 0 0 SHELIA LUNDQUIST GRAND LODGE DEPUTY 3.00 X 0 0 0 CHARLES NELSON DISTRICT EXECUTIVE BOARD (THRU 05/23) 3.00 X 0 0 0 JAMES PELZMAN DISTRICT EXECUTIVE BOARD 3.00 X 0 0 0 2198 0 0 0 0 0 0 0 DUES 611600 15168 15168 15168 53843 53843 3660 0 3660 3660 TRANSFERS 900099 65000 65000 2766 2766 67766 140437 17934 0 122503 19100 2698 10 2400 835 150 600 32285 PROGAM SERVICES CULTURA 7898 PRINTING, PUBLICATIONS 5432 MISCELLANEOUS 2546 73954 6417 18856 242152 243834 989874 1049159 1238443 1311849 0 0 X 1238443 1311849 1238443 1311849 66483 6923 0 X 0 0 0 75540 75540 75540 75540 75540 75540 75540 75540 75540 75540 0 0 0 PART V, LINE 4: DESIGNATED FUNDS ARE KEPT IN FOUR SEPARATE ACCOUNTS. 1. HOSPITAL FUND WILL BE USED TO RENDER FINANCIAL ASSISTANCE TO MEMBERS OF THE ORGANIZATION WHO HAVE INCURRED HOSPITAL EXPENSES. 2. FUNERAL FUND PROVIDES BENEFITS PAID ON BEHALF OF DECEASED MEMBERS. PERIODICALLY FUNDS ARE TRANSFERRED FROM THE FUNERAL FUND TO THE GENERAL FUND AS APPROVED BY THE EXECUTIVE BOARD. 3. THE CULTURE EDUCATION FUND USED TO PROVIDE CULTURE EDUCATION. 4. SCHOLARSHIP FUND IS INTENDED TO PROVIDE SCHOLARSHIPS. 1 COLLEGE SCHOLARSHIPS FOR MEMEBERS WERE PAID DIRECTLY TO COLLEGES. 9 18000 TWO CHILDRENS (AND YOUTH) CLUBS IN THE DISTRICT AND CONCORDIA LANGUAGE CAMP 1 1100 PART I, LINE 2: AT A MINIMUM, EITHER THE HOSPITAL FUND SECRETARY (FOR MEDICAL BENEFITS), THE DISTRICT SECRETARY (FOR FUNERAL BENEFITS), OR A COMMITTEE (FOR SCHOLARSHIPS) REVIEWS THE APPLICATIONS AND RECOMMENDS THEM FOR APPROVAL. FOR APPROVED PAYOUTS A VOUCHER WILL BE PREPARED AND SIGNED BY THE SECRETARY AND CO-SIGNED BY THE DISTRICT MASTER. THEN THE VOUCHER, WITH SUPPORTING DOCUMENTS, IS GIVEN TO THE TREASURER. BOTH THE TREASURER AND THE DISTRICT MASTER SIGN ALL CHECKS. ANY CHILD OR YOUTH WHO IS INTERESTED CAN JOIN A CHILDREN'S CLUB, NO MATTER IF THEY HAVE RELATIVES WHO ARE VASA MEMBERS. FORM 990, PART VI, SECTION A, LINE 2 TIM AND LINNEA OGRENTZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO MEN AND WOMEN OVER 14 YEARS OF AGE OF NORDIC ROOTS, (SWEDISH, NORWEGIAN, DANISH, FINNISH OR ICELANDIC) AND THEIR SPOUSES WHO WOULD LIKE TO REDISCOVER THE TRADITIONS OF THEIR FOREFATHERS; AND THOSE WHO ARE NOT OF NORDIC ANCESTRY BUT ARE COMMITTED TO THE PROMOTION AND ADVANCEMENT OF SWEDISH AND NORDIC HERITAGE AND CULTURE. ONLY THOSE MEMBERS WHO ATTEND AN ANNUAL DISTRICT 8 CONVENTION, AND AT A CONVENTION ARE INITIATED, BECOME MEMBERS OF DISTRICT 8. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WHO ARE DELEGATES TO AN ANNUAL CONVENTION ELECT ALL OFFICERS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEW THE FINANCIAL STATEMENTS PREPARED BY THEIR TREASURER. THESE ARE THEN GIVEN TO THE BOARD FOR THEIR REVIEW AND APPROVAL. THE FORM 990, WHICH IS PREPARED BY THE INDEPENDENT ACCOUNTANT FIRM, IS THEN THOROUGHLY REVIEWED BY THE DISTRICT TREASURER AND COMPARED TO THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 STIPENDS ARE VOTED ON ANNUALLY BY DELEGATES FROM ALL CONSTITUENT LODGES IN ANNUAL MEETINGS AS PART OF THE BUDGET APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT CURRENTLY MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. HOWEVER, REQUESTS WOULD BE ACKNOWLEDGED AND DECIDED ON A CASE BY CASE BASIS.