2025-12-16T16:00:02-06:00 2025-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2024-07-01 231417519 AMERICAN SWEDISH HISTORICAL FOUNDATION AMER 2153891776 1900 PATTISON AVENUE PHILADELPHIA PA 19145 TRACEY RAE BECK EXECUTIVE DIRECTOR 2153891776 2025-12-16 1 1 KATIE O GALASKA P01211168 2154414600 2024 2025-03-06 01:10:19Z TRACEY RAE BECK 1900 PATTISON AVENUE PHILADELPHIA PA 19145 1421802 0 X AMERICANSWEDISH.ORG X 1926 PA DEDICATED TO SHARING SCANDINAVIAN CULTURE IN AMERICA. 23 22 15 135 0 0 439380 677207 53379 142776 156761 119889 280954 304726 930474 1244598 0 0 0 0 447726 557336 0 41042 182223 481550 402202 929276 1000580 1198 244018 3372214 3737227 169056 169483 3203158 3567744 X THE AMERICAN SWEDISH HISTORICAL MUSEUM WELCOMES ALL PEOPLE TO EXPLORE CULTURAL IDENTITY THROUGH THE STORY OF SCANDINAVIANS.THE MUSEUM OFFERS A VIBRANT COMMUNITY DEDICATED TO PRESERVING AND INTERPRETING CULTURE THROUGH CELEBRATIONS AND EXHIBITIONS,WHILE PROVIDING OPPORTUNITIES TO LEARN, EXPERIENCE, AND GROW. 0 0 278201 21754 CURATORIAL AND EXHIBITIONS: PRESERVED AND DISPLAYED THE OLDEST COLLECTION OF ART AND ARTIFFACTS WHICH REPRESENT THE CONTRIBUTIONS OF SWEDES AND OTHER SCANDINAVIANS IN AMERICA. PRESENTED 4 TEMPORARY EXHIBITIONS WHICH EXPLORED SAUNA TRADITIONS ACROSS CULTURES, THE EXPERIENCE OF THE FIRST IMMIGRANTS FROM NORWAY TO AMERICA, NAVAL HISTORY, AND AN EXHIBITION OF ART BY PHILADELPHIA IMMIGRANT ARTISTS. 225100 121022 EDUCATION AND PUBLIC PROGRAMS: PRESENTED 61 PUBLIC PROGRAMS AND EVENTS WHICH INTERPRET SCANDINAVIAN AND SCANDINAVIAN AMERICAN HISTORY, CULTURE, SCIENCE, MUSIC AND ART. OFFERED MONTHLY FREE DAYS. TAUGHT SWEDISH LANGUAGE CLASSES. SERVED OVER 2,300 CHILDREN AND THEIR FAMILY MEMBERS WITH EDUCATIONAL PROGRAMS FOR SCHOOLS AND LIBRARIES, SERVING STUDENTS FROM PRE-K THROUGH COLLEGE. 503301 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 5 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X TRACEY RAE BECK EXECUTIVE DIRECTOR 2153891776 1900 PATTISON AVENUE PHILADELPHIA PA 19145 TRACEY BECK EXECUTIVE DIRECTOR 40.00 X 97912 0 10872 ERIK MUTHER CHAIR 1.00 X 0 0 0 ANNALENA BROMBERG VICE CHAIR 1.00 X 0 0 0 JULIE JOHNSON SECRETARY 1.00 X 0 0 0 JIM WALKER TREASURER 1.00 X 0 0 0 ABBY SHAW VICE CHAIR 1.00 X 0 0 0 KARIN BERGQVIST BOARD MEMBER 1.00 X 0 0 0 ELISABETH BROWN BOARD MEMBER 1.00 X 0 0 0 GREG BROWN BOARD MEMBER 1.00 X 0 0 0 BILL EATON BOARD MEMBER 1.00 X 0 0 0 JORGEN FLOOD BOARD MEMBER 1.00 X 0 0 0 JOHN FOSTER BOARD MEMBER 1.00 X 0 0 0 DAWN GOULD BOARD MEMBER 1.00 X 0 0 0 ROBERTA JOHNSON BOARD MEMBER 1.00 X 0 0 0 MARJA KAISLA BOARD MEMBER 1.00 X 0 0 0 DEE KAPLAN BOARD MEMBER 1.00 X 0 0 0 MONICA KRUSE BOARD MEMBER 1.00 X 0 0 0 MATTHEW LUND BOARD MEMBER 1.00 X 0 0 0 KRISTINA JOHNSON O'DOHERTY BOARD MEMBER 1.00 X 0 0 0 CARL RAPP BOARD MEMBER 1.00 X 0 0 0 SUSAN RYSZKA BOARD MEMBER 1.00 X 0 0 0 SUSAN SATKOWSKI BOARD MEMBER 1.00 X 0 0 0 ULF AKERBLOM BOARD MEMBER 1.00 X 0 0 0 97912 0 10872 0 0 0 0 0 39031 11732 626444 40702 677207 PROGRAM AND EVENT REVE 900099 121022 121022 ADMISSIONS 900099 21754 21754 142776 57600 57600 3234 3234 256364 58751 197613 197613 197613 111347 49058 62289 62289 62289 27562 11732 11667 15895 15895 96076 57728 38348 38348 INSURANCE PROCEEDS 900099 48450 48450 EXHIBITION LOAN FEE IN 900099 828 828 SHIPPING INCOME 900099 348 348 10 10 49636 1244598 315535 0 251856 116759 23352 52541 40866 349430 180768 114230 54432 9096 4093 3184 1819 47334 21301 16567 9466 34717 15622 12151 6944 37096 37096 41042 41042 18356 9334 7260 1762 11968 5386 4189 2393 34413 12071 18744 3598 50768 30925 14883 4960 3723 1675 1303 745 118872 95097 17831 5944 19464 15571 2920 973 PROGRAMS 48792 48792 SECURITY 18129 14504 2719 906 EXHIBITS 16590 16590 NEWSLETTER 11640 5238 4074 2328 12391 2982 5364 4045 1000580 503301 315056 182223 58610 126893 70660 99804 9284 169989 15973 24818 30243 36738 7142 9024 3567387 2572124 1021948 995263 2158354 2274698 3372214 3737227 36403 46224 80175 77940 52478 45319 169056 169483 X 2292041 2392306 911117 1175438 3203158 3567744 3372214 3737227 244018 120568 0 X 1 X 1 X 1 0 X 454904 429484 326847 439380 677207 2327822 214000 214000 214000 214000 214000 1070000 668904 643484 540847 653380 891207 3397822 3397822 123174 294547 277429 285557 317198 1297905 60630 78799 565 49636 189630 4885357 0.69550 0.59610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 5. 2022 AMOUNT: $ 3. 2023 AMOUNT: $ 565. 2024 AMOUNT: $ 10. GROSS FUNDRAISING - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 60,625. 2022 AMOUNT: $ 78,796. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. INSURANCE PROCEEDS - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 48,450. EXHIBITION LOAN FEE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 828. SHIPPING INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 348. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 845993 0 93739 39467 900265 764471 10240 107858 36576 845993 723796 0 71708 31033 764471 872253 1578 -108952 41083 723796 736020 139535 193368 196670 872253 0.32616 0.67384 0 0 3410880 2469039 941841 156507 103085 53422 995263 DUE TO CATERER 45319 45319 X 1707312 120568 214000 128146 462714 1244598 0 1244598 1342726 214000 128146 342146 1000580 0 1000580 PART III, LINE 1A: THE MUSEUM DOES NOT CAPITALIZE DONATED WORKS OF ART OR ARTIFACTS NOR RECOGNIZE THEM AS REVENUES OR GAINS. FASB ASC 958-605, REVENUE RECOGNITION, PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT ENCUMBERS, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS AND/OR THE DIRECT CARE AND PRESERVATION OF THE MUSEUM'S EXISTING COLLECTIONS. PART III, LINE 4: THE ASHM ACTIVELY COLLECTS OBJECTS RELEVANT TO ITS MISSION AND GOALS. EVERY OBJECT IN THE PERMANENT COLLECTION, AND EVERY OBJECT CONSIDERED FOR ACQUISITION FOR THE PERMANENT COLLECTION, SHOULD SUPPORT THE GOALS OF THE ASHM TO CREATE AN AWARENESS AND UNDERSTANDING OF THE CONTRIBUTIONS OF SWEDES AND ALL SCANDINAVIANS, AND TO PRESERVE, EXHIBIT, OR INTERPRET THE HISTORY AND CURRENT CONTRIVUTIONS OF SWEDES AND ALL SCANDINAVIAN PEOPLE FOR THE BENEFIT OF THE PUBLIC. PART V, LINE 4: THE ASHM'S INVESTMENT OBJECTIVE IS TO ACHIEVE STABLE LONG-TERM GROWTH WHILE PROVIDING STEADY INCOME FROM ITS INVESTMENT PORTFOLIO; TO PROVIDE ONGOING SUPPORT FOR OPERATIONAL COSTS OF THE MUSEUM; AND TO PROVIDE A SOURCE FOR FUNDING OF CAPITAL PROJECTS AND INITIATIVES AS REQUESTED BY THE ASHM BOARD. THE MUSEUM ANNUALLY RECEIVES GENERAL CONTRIBUTIONS AND CONTRIBUTIONS RESTRICTED TO SPECIFIC PURPOSES, LIKE SALARIES, BUILDING IMPROVEMENTS, AND LIBRARY MATERIALS. MOST OF THESE RESTRICTIONS ARE FULFILLED QUICKLY. THE MUSEUM ALSO MAINTAINS A PERMANENTLY RESTRICTED ENDOWMENT, A PERCENTAGE OF WHICH SUPPORTS OPERATIONS AND CAPITAL PROJECTS EACH YEAR, AS THE BOARD DETERMINES AS NECESSARY OR THE RESTRICTION INDICATES. PART X, LINE 2: THE MUSEUM IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AS DESCRIBED IN SECTION 509(A)(2) OF THE IRC AND SIMILAR STATE STATUTES; THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEAR ENDED JUNE 30, 2025, THE MUSEUM DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MUSEUM IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 58,751. COST OF GOODS SOLD 57,728. FUNDRAISING EXPENSES 11,667. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 58,751. COST OF GOODS SOLD 57,728. FUNDRAISING EXPENSES 11,667. X X X X X X X 1 FAIRMOUNT CONSULTING 1900 PATTISON AVENUE PHILADELPHIA PA 19145 GRANT WRITING, GENERAL COUNSEL RELATED TO FUNDRAISING RESEAR 0 0 41042 -41042 41042 -41042 PA SPRING TING 39294 11732 27562 7105 716 3846 39294 11732 27562 7105 716 3846 11667 15895 X 13 X 4 X 209 40702 FMV-DATE OF CONTRIBUTION X 2 0 1 1 PART I, LINE 32B: VANGUARD SELLS STOCK FOR US FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ALL PEOPLE, SUBJECT TO PAYMENT OF DUES. THERE ARE 9 LEVELS OF DUES-PAYING MEMBERS. THE MEMBERS VOTE TO ELECT THE MEMBERS OF THE BOARD OF GOVERNORS AND TO ADOPT CHANGES TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A ANY FOUNDATION MEMBER IN GOOD STANDING MAY SUBMIT NOMINATIONS TO THE NOMINATING COMMITTEE. MEMBERS OF THE BOARD OF GOVERNORS ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B ANY MEMBER IN GOOD STANDING (I.E. DUES PAID FOR THE YEAR) IS ELIGIBLE TO VOTE ON CHANGES TO THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 WILL BE CIRCULATED TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THEIR INPUT/EDITS ARE INCLUDED, A DRAFT IS CIRCULATED TO THE FULL BOARD OF GOVERNORS BEFORE FILING. ANY COMMENTS, QUESTIONS, OR SUGGESTIONS FOR MODIFICATION WILL BE GIVEN TO THE EXECUTIVE DIRECTOR AND CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C STAFF MEMBERS, VOLUNTEERS, AND BOARD MEMBERS ARE ALL COVERED UNDER THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT OF INTEREST EXISTS, IT MUST BE DISCLOSED TO THE EXECUTIVE DIRECTOR. ANYONE WITH A CONFLICT MUST EXCUSE THEMSELVES FROM VOTING FOR ANY DECISION WHERE A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF GOVERNORS FOR APPROVAL. INPUT FOR THE DECISION IS PERFORMANCE EVALUATION (CONDUCTED BY THE OFFICERS) AND BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ANNUAL MEETING AND BY REQUEST. THE GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST.