Civic Intelligence

Vasa Order of America

990 • Fiscal year 2017 • EIN 23-7181309

Mar 01, 2016 to Feb 28, 2017 • Filed on Jan 17, 2018

Organization ProfileN/A
1236 Ridge RoadCarmel, IN 46033

(317) 506-7900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Net Margin

38th percentile

-0.6%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$600

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Asset Growth

31st percentile

-0.6%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

6.2%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$1,413,969

Down $9,148 (-0.6%) from 2016

Net Assets

Down

$1,413,969

Down $9,148 (-0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin38th percentile

Revenue

Up

$88,181

Up $5,124 (+6.2%) from 2016

Expenses

Up

$88,708

Up $12,803 (+17%) from 2016

Net Income

Down

-$527

Down $7,679 (-107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,367,930Liabilities 2011: $0Net Assets 2011: $1,367,9302011Assets 2012: $1,409,629Liabilities 2012: $0Net Assets 2012: $1,409,6292012Assets 2013: $1,456,886Liabilities 2013: $0Net Assets 2013: $1,456,8862013Assets 2015: $1,446,379Liabilities 2015: $0Net Assets 2015: $1,446,3792015Assets 2016: $1,423,117Liabilities 2016: $0Net Assets 2016: $1,423,1172016Assets 2017: $1,413,969Liabilities 2017: $0Net Assets 2017: $1,413,9692017Assets 2018: $1,400,639Liabilities 2018: $0Net Assets 2018: $1,400,6392018Assets 2020: $1,415,344Liabilities 2020: $0Net Assets 2020: $1,415,3442020Assets 2021: $1,500,447Liabilities 2021: $0Net Assets 2021: $1,500,4472021Assets 2022: $1,238,443Liabilities 2022: $0Net Assets 2022: $1,238,4432022Assets 2023: $1,311,849Liabilities 2023: $0Net Assets 2023: $1,311,8492023Assets 2024: $1,317,903Liabilities 2024: $0Net Assets 2024: $1,317,9032024

Highlighted filing

2017

Assets$1,413,969
Liabilities$0
Net Assets$1,413,969
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2011: $84,5432011Expenses 2012: $110,3882012Expenses 2013: $87,7252013Revenue 2015: $82,403Expenses 2015: $81,485Net Income 2015: $9182015Revenue 2016: $83,057Expenses 2016: $75,905Net Income 2016: $7,1522016Revenue 2017: $88,181Expenses 2017: $88,708Net Income 2017: -$5272017Revenue 2018: $95,091Expenses 2018: $99,343Net Income 2018: -$4,2522018Revenue 2020: $92,347Expenses 2020: $45,811Net Income 2020: $46,5362020Revenue 2021: $70,274Expenses 2021: $43,914Net Income 2021: $26,3602021Revenue 2022: $145,380Expenses 2022: $76,001Net Income 2022: $69,3792022Revenue 2023: $140,437Expenses 2023: $73,954Net Income 2023: $66,4832023Revenue 2024: $160,018Expenses 2024: $82,118Net Income 2024: $77,9002024

Highlighted filing

2017

Revenue$88,181
Expenses$88,708
Net Income-$527
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jan 17, 2018
Return Version
2016v3.0
Gross Receipts
$163,201
Mission and Program Overview

Mission

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.

Preserve the ethnic heritage of members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,338,981$1,295,739▼ $43,242
Savings and Temporary Cash Investments$84,136$118,230▲ $34,094
Total Assets$1,423,117$1,413,969▼ $9,148
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,423,117$1,413,969▼ $9,148
Total Liabilities and Net Assets / Fund Balance$1,423,117$1,413,969▼ $9,148

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$90,202-▲ $6,262-$87,464
2015$81,025-▲ $19,677-$90,202
2014$86,772-▲ $4,753-$81,025
2013$85,542-▲ $5,230-$86,772
2012$82,494-▲ $8,048-$85,542
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
Susan NilssonDistrict Secretary$600$600
John LoulaTreasurer$500$500
Linnea OgrentzAsst. District Secretary$300$300
Nancy HultDirect Master$200$200
Mike PearsonSupervisor of Children's Clubs$100$100
Linda TylkDistrict Hospital Fund Secretary$100$100
Lynda SmithAsst. District Master$100$100
tim OgrentzDistrict Cultural Leader$100$100

Board Members and Trustees

NameTitle
Gene Keiselexecutive Board
Ted Ruserexecutive Board
Marianne EkstrandHistorian- non voting boar
Susan ClevelandPast DistRICT MASTER
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,880
Investment Income
$69,151
Other Revenue
$150
Change in Net Assets
$-527

Audited Revenue Reconciliation

Revenue per Audited Statements
$69,526
Revenue Not Reported on Financial Statements
$18,655
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$18,655
Total Revenue per Audited Statements
$69,526
Total Revenue per Form 990
$88,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,159
Grants and Similar Amounts Paid$13,735
Salaries, Compensation, and Employee Benefits$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$18,305
Payments to Affiliates---$17,700
Grants to Domestic Individuals---$13,535
Conferences and Meetings---$7,867
Benefits to Members---$7,814
Fees for Services Accounting---$5,100
Advertising---$4,676
Current Officers, Directors, Trustees, and Key Employees---$2,000
Office Expenses---$824
Information Technology---$364
Insurance---$275
Grants to Domestic Orgs---$200
Other Expenses---$157
Total Functional Expenses$0$0$0$88,708

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$88,708
Expenses per Audited Statements$71,008
Total Expenses per Audited Statements$71,008
Expenses Not Reported on Financial Statements$17,700
Other Expense Adjustments$17,700
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Tim & Linnea Ogrentz are husband & wife.”

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 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.”

Filing and Contact Details

Filer

Filer Name
Vasa Order of America
EIN
23-7181309
Phone
3175067900
Address
1236 Ridge Road, Carmel, IN 46033

Signing Officer

Name
Linda Christensen
Title
Current District treasurer
Phone
6308529853
Signed
2018-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Christensen
Formed
1896
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
2
Employees
0
Volunteers
4

Preparer

Firm
Wipfli LLP
Address
PO Box 5407, Rockford, IL 61125-0407
Preparer
Jennifer Lungstrom CPA
Phone
8153997700
Supplemental Narrative

Financial Statement Notes

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.”

Part XI, Line 4B - Other Adjustments:

“Reclassification of Grand Lodge assessment/rebate 17,700. Gain on sale of stocks 955.”

Part XII, Line 4B - Other Adjustments:

“Reclassification of Grand Lodge assessment/rebate 17,700.”

Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PRESERVE THE ETHNIC HERITAGE OF MEMBERS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt04676
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt07814
IRS990/BooksInCareOfDetail/PersonNm0Linda Christensen
IRS990/BooksInCareOfDetail/PhoneNum03175067900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01236 Ridge Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt07867
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt07814
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt013735
IRS990/CYInvestmentIncomeAmt069151
IRS990/CYOtherExpensesAmt065159
IRS990/CYOtherRevenueAmt0150
IRS990/CYProgramServiceRevenueAmt018880
IRS990/CYRevenuesLessExpensesAmt0-527
IRS990/CYSalariesCompEmpBnftPaidAmt02000
IRS990/CYTotalExpensesAmt088708
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt088181
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DUES AND ASSESSMENTS ARE USED TO PAY BENEFITS TO MEMBERS AND PROMOTE SOCIAL AND INTELLECTUAL 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 organization had 988 members.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05100
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY HULT
IRS990/Form990PartVIISectionAGrp/PersonNm1Lynda Smith
IRS990/Form990PartVIISectionAGrp/PersonNm2Susan Nilsson
IRS990/Form990PartVIISectionAGrp/PersonNm3Linnea Ogrentz
IRS990/Form990PartVIISectionAGrp/PersonNm4John Loula
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA TYLK
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE PEARSON
IRS990/Form990PartVIISectionAGrp/PersonNm7Susan Cleveland
IRS990/Form990PartVIISectionAGrp/PersonNm8tim Ogrentz
IRS990/Form990PartVIISectionAGrp/PersonNm9Gene Keisel
IRS990/Form990PartVIISectionAGrp/PersonNm10Ted Ruser
IRS990/Form990PartVIISectionAGrp/PersonNm11Marianne Ekstrand
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Direct Master
IRS990/Form990PartVIISectionAGrp/TitleTxt1Asst. District Master
IRS990/Form990PartVIISectionAGrp/TitleTxt2District Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Asst. District Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5District Hospital Fund Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Supervisor of Children's Clubs
IRS990/Form990PartVIISectionAGrp/TitleTxt7Past DistRICT MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt8District Cultural Leader
IRS990/Form990PartVIISectionAGrp/TitleTxt9executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt10executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt11Historian- non voting boar
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01896
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0955
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt013535
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0200
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt075975
IRS990/GrossReceiptsAmt0163201
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0364
IRS990/InsuranceGrp/TotalAmt0275
IRS990/InvestmentIncomeGrp/ExclusionAmt068196
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068196
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01338981
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01295739
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt075020
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The 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. Currently there are 854 members.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01423117
IRS990/NetAssetsOrFundBalancesEOYAmt01413969
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0955
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0955
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-8621
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0824
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Progam services Cultura
IRS990/OtherExpensesGrp/Desc1Transfers
IRS990/OtherExpensesGrp/Desc2misc
IRS990/OtherExpensesGrp/TotalAmt05991
IRS990/OtherExpensesGrp/TotalAmt13900
IRS990/OtherExpensesGrp/TotalAmt2157
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt0150
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0150
IRS990/OtherRevenueTotalAmt0150
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt017700
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Linda Christensen
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018880
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0800
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt017750
IRS990/PYInvestmentIncomeAmt064244
IRS990/PYOtherExpensesAmt055255
IRS990/PYOtherRevenueAmt035
IRS990/PYProgramServiceRevenueAmt018778
IRS990/PYRevenuesLessExpensesAmt07152
IRS990/PYSalariesCompEmpBnftPaidAmt02100
IRS990/PYTotalExpensesAmt075905
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt083057
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-527
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084136
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0118230
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt090202
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt087464
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt09000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt081025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt090202
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019677
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt086772
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt081025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt010500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04753
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt085542
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt086772
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt082494
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt085542
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08048
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017700
IRS990ScheduleD/ExpensesSubtotalAmt071008
IRS990ScheduleD/OtherExpensesNotIncludedAmt017700
IRS990ScheduleD/OtherRevenuesNotIncludedAmt018655
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018655
IRS990ScheduleD/RevenueSubtotalAmt069526
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Designated 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Reclassification of Grand Lodge assessment/rebate 17,700. Gain on sale of stocks 955.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Reclassification of Grand Lodge assessment/rebate 17,700.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt088708
IRS990ScheduleD/TotalRevenuePerForm990Amt088181
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt069526
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt071008
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt14535
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0College scholarships for six memebers were paid directly to colleges.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1THERE ARE CURRENTLY TWO ACTIVE CHILDRENS (AND YOUTH) CLUBS IN THE DISTRICT.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt130
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0At 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 or not.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tim & Linnea Ogrentz are husband & wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members who are delegates to an annual convention elect all officers each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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 prepared by the independent accountant firm, is then thoroughly reviewed by the district treasurer and compared to the financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Stipends are voted on annually by delegates from all constituent lodges in annual meetings as part of the budget approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization does not currently make these documents available to the public. However requests would be acknowledged and decided on a case by case basis.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01423117
IRS990/TotalAssetsEOYAmt01413969
IRS990/TotalAssetsGrp/BOYAmt01423117
IRS990/TotalAssetsGrp/EOYAmt01413969
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt088708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01423117
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01413969
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt018880
IRS990/TotalReportableCompFromOrgAmt02000
IRS990/TotalRevenueGrp/ExclusionAmt069301
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018880
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01423117
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01413969
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018305
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01236 Ridge Road
IRS990/USAddress/CityNm0Carmel
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046033
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Christensen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current District treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06308529853
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Vasa Order of America
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt08 Lake Michigan Dist Lodge
ReturnHeader/Filer/BusinessNameControlTxt0VASA
ReturnHeader/Filer/EIN0237181309
ReturnHeader/Filer/PhoneNum03175067900
ReturnHeader/Filer/USAddress/AddressLine1Txt01236 Ridge Road
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00456EA8BC3F215F92B0BD67FD13E3D2952610345
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.119.193.102
ReturnHeader/FilingSecurityInformation/IPDt02018-01-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:24:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5407
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0611250407
ReturnHeader/PreparerPersonGrp/PhoneNum08153997700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Lungstrom CPA
ReturnHeader/ReturnTs02018-01-17T18:22:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-03-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,413,969
Liabilities
$0
Net assets
$1,413,969
Revenue
$88,181
Expenses
$88,708
Net income
-$527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.16$0.08$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.14$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.15$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.10$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.08$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.08