Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 27,022 | 61,530 | 81,738 | 67,081 | 117,437 | 354,808 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 320 | 320 | ||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 289,764 | 394 | 225 | 735 | 291,118 | |
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 27,342 | 351,294 | 82,132 | 67,306 | 118,172 | 646,246 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 646,246 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 27,342 | 351,294 | 82,132 | 67,306 | 118,172 | 646,246 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 4,150 | 7,889 | 11,377 | 13,094 | 15,699 | 52,209 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 4,150 | 7,889 | 11,377 | 13,094 | 15,699 | 52,209 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 31,492 | 359,183 | 93,509 | 80,400 | 133,871 | 698,455 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE PURPOSE OF THE ARCHIVES THE PURPOSE, AS DESCRIBED IN THE INCORPORATION DOCUMENT, 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. WE HAVE SET UP A FAMILY REGISTER WHERE ALL VASA MEMBERS AND THEIR FAMILIES WILL BE CHRONICLED. THE REGISTER IS AN IMPORTANT PHASE OF OUR ARCHIVAL ACTIVITIES BY ASSISTING RESEARCHERS FIND THEIR ANCESTORS. WE AIM AT MAKING THE CONTENTS OF THE BUILDING INTERESTING TO ALL VISITORS. THEREFORE WE HAVE ACCEPTED A NUMBER OF ARTIFACTS WHICH RELATE TO SWEDISH AND SCANDINAVIAN IMMIGRANT HISTORY. THESE ITEMS PROVIDE VISUAL AND PHYSICAL CONNECTIONS TO PAST GENERATIONS. |
| FORM 990, PAGE 2, PART III, LINE 4A | MICROFILMING THE VASA ARCHIVES MICROFILMING THE RECORDS OF ALL VASA LODGES IN U.S. AND CANADA WAS AN ESPECIALLY VALUABLE AND PIONEERING PROJECT CARRIED OUT BY THE VASA ORDER OF AMERICA. WE COMPLETED THIS PROJECT IN THE 1990S. COPIES OF THE FILMS, OVER 32,000 FEET OR 500 BOXES, ARE HOUSED IN THE ARCHIVE BUILDING. VASA LODGES AND OTHER RESEARCHERS CAN REQUEST VIEWING THE MICROFILMS DURING NORMAL OPERATING HOURS. CONTINUED ON SCHEDULE O THE BUILDING AFTER A SUCCESSFUL FUND RAISING DRIVE, GROUND BREAKING TOOK PLACE ON NOV. 23, 1973, AND CONSTRUCTION BEGAN. ON JUNE 5, 1974, MANY VISITORS FROM THE US, CANADA AND SWEDEN ATTENDED THE BUILDING DEDICATION. A WIDE EXPANSE OF LAWN AND HUGE MAPLE TREES SURROUND THE BUILDING. THE BUILDING'S DESIGN COMPLEMENTS EXISTING BUILDINGS IN THE VILLAGE. BY THE MID-1990S, TECHNOLOGY AND AN EVER-GROWING COLLECTION CREATED A DEMAND FOR A 20' X 30' EXTENSION TO THE ORIGINAL 30' X 50' BUILDING. THE EXTENSION BLENDS SEAMLESSLY INTO THE ORIGINAL BUILDING. THE VASA EMBLEM, IN COLOR, HANGS ABOVE THE FRONT DOOR. THE AMERICAN, SWEDISH AND CANADIAN FLAGS FLY IN FRONT OF THE BUILDING. THE MAIN EXHIBIT ROOM FEATURES CHANGING EXHIBITS FOCUSING ON SCANDINAVIAN COUNTRIES AND SCANDINAVIAN-AMERICAN HERITAGE. CURRENTLY, " A SWEDISH SKETCH" EXHIBIT EXPLORES 19TH CENTURY SWEDEN AND THE CAUSES OF THE FIVE MAIN IMMIGRATION WAVES. OUR OTHER EXHIBIT ROOM FEATURES INFORMATION ON THE VASA ORDER'S FIRST CENTURY, FROM A SELF-HELP SWEDISH ORGANIZATION TO THE MODERN FORMAT. THE VASA ORDER IN SWEDEN AND THE SWEDISH GOVERNMENT HAVE APPOINTED PEOPLE TO BE THE SWEDISH AMERICAN OF THE YEAR SINCE 1960. AN ATTRACTIVE DISPLAY OF PHOTOGRAPHS AND BIOGRAPHIES OF THESE HONOREES ENHANCES THE APPEARANCE OF THE ROOM. OUR RECORD ROOMS ARE NOT OPEN TO THE PUBLIC, BUT OUR STAFF WILL GLADLY BRING YOU THE MATERIALS YOU WANT. THE RECORDS INCLUDE MINUTE BOOKS, PROGRAMS, HISTORIES, REGALIA, ART WORKS AND OTHER MATERIALS TRANSFERRED TO OUR CARE BY LOCAL, DISTRICT AND THE GRAND LODGE MATERIAL. A LOT OF OUR MATERIALS CAME FROM INDIVIDUAL DONORS. THE COLLECTIONS INCLUDE BOOKS, NEWSLETTERS, AND OTHER PUBLISHED MATERIALS. OUR COLLECTION OF YEARLY BOUND COPIES OF THE VASA STAR HAS SEVERAL MISSING YEARS. ANYONE OWNING SUCH BOUND COPIES, OR EVEN EARLY SINGLES, OF THE VASA STAR IS URGED TO CONTACT THE ARCHIVES. PLEASE CONTACT US ABOUT TRANSFERRING YOUR RECORDS TO THE ARCHIVES. A LARGE ROOM ON THE LOWER LEVEL SERVES AS A GATHERING PLACE FOR GROUPS OF VISITOR AND THE LOCAL LODGE MEETING. THIS ROOM FEATURES A FULL KITCHEN AND AN OPEN SPACE OF APPROX. 30 X 40 FEET. WE HAVE TABLES AND FOLDING CHAIRS AVAILABLE FOR USE AS WELL. RESERVATION OF THIS SPACE COSTS 25/DAY. IF YOU WOULD LIKE TO RESERVE THIS SPACE, PLEASE LET US KNOW. THE UPPER LEVEL CONTAINS OUR LIBRARIES, MEETING ROOM AND A STUDY ROOM. RESEARCHERS ARE WELCOME TO USE THESE REFERENCE BOOKS. THE GRANDFATHER CLOCK MADE AND DONATED BY DR. HENRY LINDQUIST, HARMONY LODGE NO. 465, TOLLS THE PASSING HOURS. WE ALSO HOUSE A COMPUTER CENTER, WHERE VASA HISTORY IS TRANSCRIBED FROM MICROFILM AND ORIGINAL SOURCES TO A DATABASE. MEMORIAL TRIBUTES VASA MEMBERS HONOR OUR DEPARTED SISTERS AND BROTHERS, AND OFFER OUR HELP AND SYMPATHIES TO THE SURVIVORS. WE DO THIS IN MANY WAYS. WE HAVE MEMORIAL SERVICES AT OUR DISTRICT CONVENTION AND ALSO IN MANY LOCAL LODGES. FREQUENTLY FLORAL TRIBUTES ARE SENT. THROUGH THE VASA ORDER OF AMERICA ARCHIVES, WE HAVE THE OPPORTUNITY TO CREATE A LASTING MEMORIAL. LODGES, MEMBERS, AND FRIENDS OF THE DEPARTED ONE CAN SEND A CASH MEMORIAL TO THE ARCHIVE IN MEMORY OF A DECEASED PERSON. IN THE ARCHIVE, WE KEEP ATTRACTIVE MEMORIAL CARDS IN A CABINET DONATED BY ROY NELSON AND BERTIL WINSTROM, AND WILL FOREVER PRESERVE THE MEMORY OF A LOVED ONE. THE PERSON MAKING THE DONATION WILL RECEIVE ACKNOWLEDGEMENT AND THE FAMILY WILL RECEIVE A MEMORIAL CARD. ANY PERSON OR ORGANIZATION MAY CONVEY A MEMORIAL. THE PERSON SO HONORED NEED NOT NECESSARILY BE A VASA MEMBER. THE TAX-DEDUCTIBLE DONATION SHOULD BE SENT TO OUR ARCHIVE FINANCIAL SECRETARY. OUR MEMORIAL CARDS ARE MOST WORTHWHILE AND THOUGHTFUL. WE OFTEN REFER TO THEM IN ASSISTING GENEALOGICAL RESEARCHERS. THE LOCAL LODGE SECRETARIES WILL BE HAPPY TO TRANSMIT THE DONATIONS TO THE ARCHIVE FINANCIAL SECRETARY. REVENUE FROM THE MEMORIAL CARDS HELPS PERPETUATE THE ACTIVITIES OF THE VASA ARCHIVE. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE ELECTION OF THE BOARD OF DIRECTORS IS CARRIED OUT EVERY FOUR YEARS AT THE CONVENTION OF THE VASA ORDER OF AMERICA THE GRAND LODGE ("THE LODGE"). THE ARCHIVES BOARD SUBMITS A SLATE OF NOMINEES FOR ELECTION OF FOUR DIRECTORS. ONE ADDITIONAL DIRECTOR IS APPOINTED BY THE GRAND MASTER OF THE LODGE. THE REMAINING FOUR LODGE DIRECTORS AUTOMATICALLY BECOME DIRECTORS OF THE ARCHIVES BOARD: GRAND MASTER, VICE GRAND MASTER, GRAND TREASURER AND THE GRAND LODGE EXECUTIVE BOARD MEMBER MIDWEST REGION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | AFTER PREPARATION OF THE FORM 990 BY AN NDEPENDENT CPA, THE ARCHIVES' TREASURER REVIEWS THE RETURN. AFTER CHANGES ARE MADE FROM THE TREASURER'S REVIOW, IF ANY, ALL MEMBERS OF THE BOARD REVIEW THE FORM 990 PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH YEAR, THE BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION ARE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTEREST OF THE ORGANIZATION AND THE PUBLIC GOOD. THE CONFLICT OF INTEREST STATEMENT REQUESTS BOARD MEMBERS TO IDENTIFY TO THE BEST OF THEIR KNOWLEDGE AFFILIATIONS WITH ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIALS OR OTHER SUBSTANTIVE OPERATIONS OF THE ORGANIZATION. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. AT THE STAFF LEVEL, THE ORGANIZATION'S PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING THE ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN TO BOTH ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS ANNUALLY EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. COMPENSATION IS BASED ON PERFORMANCE AND COMPARED TO OTHER AREA MISSION-COMPARABLE ORGANIZATIONS OF SIMILAR SIZE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| Software ID: | |
| Software Version: |