Nonprofit · EIN 23-7039583
SWEDISH HISTORICAL SOCIETY OF ROCKFORD
Tax-exempt · ROCKFORD, IL 61104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $108,300 | $132,596 | -$24,296 | $3,008,435 | $10,331 | $2,998,104 |
| December 31, 2024 | 990 | $101,920 | $170,240 | -$68,320 | $2,829,933 | $6,466 | $2,823,467 |
| December 31, 2023 | 990 | $104,529 | $132,720 | -$28,191 | $2,807,755 | $7,826 | $2,799,929 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $23,697
- Program service revenue
- $715
- Investment income
- $67,303
- Net gain from sales of assets
- $8,741
- Net income from fundraising events
- $16,585
- Other revenue
- $16,585
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,283
- Other salaries and wages
- $46,644
- Salaries, compensation and benefits (total)
- $54,939
- Professional fundraising fees
- $0
- Accounting fees
- $17,325
- Occupancy
- $19,639
- Depreciation
- $21,040
- Program services (functional)
- $70,054
- Management and general (functional)
- $62,542
Balance sheet and other
- Total assets, start of year
- $2,829,933
- Total assets, end of year
- $3,008,435
- Total liabilities, end of year
- $10,331
- Net assets, end of year
- $2,998,104
- Land, buildings and equipment
- $532,881
- Publicly traded securities
- $1,683,823
- Net assets without donor restrictions
- $2,992,915
- Net assets with donor restrictions
- $5,189
- Gross receipts
- $222,208
- Employees
- 3
- Volunteers
- 10
- Year formed
- 1950
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALIX FOX | FORMER EXECUTIVE DIRECOTR Trustee or director, Officer | 40 | $4,283 |
| RON GUSTAFSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CARY JOHNSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY ZASKE | SECRETARY Trustee or director, Officer | 1 | $0 |
| BONNIE SMITH | TREASURER Trustee or director, Officer | 1 | $0 |
| DAVID PETERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| APRIL BIESCHKE | BOARD MEMBER Trustee or director | 1 | $0 |
| EMMA KORJONEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINE SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD BRYNTESON | BOARD MEMBER Trustee or director | 1 | $0 |
| LINNEA BENGTSSON | SWEDISH AMBASSADOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALIX FOX | EXECUTIVE DIRECTOR Officer | 40 | $57,835 |
| JONATHAN SMITH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| RON GUSTAFSON | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| TERRI ADELL ANDERSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| BONNIE SMITH | TREASURER Trustee or director, Officer | 1 | $0 |
| CARY JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID PETERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN BIESCHKE | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY CARLSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN HOLMES | BOARD MEMBER Trustee or director | 1 | $0 |
| EMMA KORJONEN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY ZASKE | BOARD MEMBER Trustee or director | 1 | $0 |
| LINNEA BENGTSSON | SWEDISH AMBASSADOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALIX FOX | EXECUTIVE DIRECTOR Officer | 40 | $55,978 |
| JONATHAN SMITH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| RON GUSTAFSON | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| TERRI ADELL ANDERSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| BONNIE SMITH | TREASURER Trustee or director, Officer | 1 | $0 |
| CARY JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JUDY BARNARD | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID PETERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN BIESCHKE | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY CARLSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN HOLMES | BOARD MEMBER Trustee or director | 1 | $0 |
| EMMA KORJONEN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY ZASKE | BOARD MEMBER Trustee or director | 1 | $0 |
| LINNEA BENGTSSON | SWEDISH AMBASSADOR Trustee or director | 1 | $0 |
| RICHARD BRYNTESON | HONORARY BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 404 S 3RD ST, ROCKFORD, IL 61104-2013
- Principal officer (990 for 2025)
- BONNIE SMITH, 404 S THIRD STREET, ROCKFORD, IL 61104
- Signed the 990
- BONNIE SMITH, TREASURER
- Phone
- (815) 963-5559
- Website
- WWW.SWEDISHHISTORICAL.ORG
- Return prepared by
- SELDEN FOX LTD
Mission
PRESERVATION OF SWEDISH HISTORICAL STRUCTURE, CULTURE AND ARTIFACTS THROUGH THE OPERATIONS OF A MUSEUM AND CULTURAL CENTER.
Program accomplishments
- PRESERVATION OF SWEDISH HISTORICAL STRUCTURE, CULTURE AND ARTIFACTS THROUGH THE OPERATIONS OF A MUSEUM AND CULTURAL CENTER.Expenses $70,054 · revenue $715
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7039583
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A230)
- Assets (IRS master file)
- $3,008,435
- Income (IRS master file)
- $222,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $108,300 | $132,596 | $3,008,435 | XML |
| 990 | December 2024 | $101,920 | $170,240 | $2,829,933 | IRS |
| 990 | December 2023 | $104,529 | $132,720 | $2,807,755 | XML |
| 990 | December 2022 | $76,913 | $123,270 | $2,707,641 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7039583).
Questions about SWEDISH HISTORICAL SOCIETY OF ROCKFORD
- What is the EIN of SWEDISH HISTORICAL SOCIETY OF ROCKFORD?
- The employer identification number (EIN) of SWEDISH HISTORICAL SOCIETY OF ROCKFORD is 23-7039583.
- Is SWEDISH HISTORICAL SOCIETY OF ROCKFORD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to SWEDISH HISTORICAL SOCIETY OF ROCKFORD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWEDISH HISTORICAL SOCIETY OF ROCKFORD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWEDISH HISTORICAL SOCIETY OF ROCKFORD due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWEDISH HISTORICAL SOCIETY OF ROCKFORD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SWEDISH HISTORICAL SOCIETY OF ROCKFORD?
- The 990 for the year ended December 31, 2025 names BONNIE SMITH.
- Who are the officers and directors of SWEDISH HISTORICAL SOCIETY OF ROCKFORD?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $4,283 (ALIX FOX, FORMER EXECUTIVE DIRECOTR).
- How much revenue does SWEDISH HISTORICAL SOCIETY OF ROCKFORD have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $108,300, expenses of $132,596 and total assets of $3,008,435 at year end.
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- HARRY AND DELLA BURPEE MUSEUM ASSOCIATION EIN 36-2045414 · last filed 990 for 2024
- ROCKFORD AREA ARTS COUNCIL EIN 23-7039197 · last filed 990 for 2025
- MUSIC ACADEMY NFP EIN 45-2281679 · last filed 990 for 2026
- ROCKFORD ART MUSEUM EIN 36-2349612 · last filed 990 for 2025
All nonprofits in ROCKFORD · Illinois · Arts, culture and humanities