Civic Intelligence

Norwegian-American Historical Assoc

EIN 41-6038548 • 501(c)3 • Northfield, MN

Profile

The mission of the norwegian-american historical association (naha) is to inspire connections to norwegian-american experiences through discovery, scholarship, and stewardship. To achieve this goal, we maintain an active acquisitions program focusing on materials related to norwegian-american immigration, immigrants and their descendants. In addition to maintaining the largest archive of norwegian-american life, we maintain an active publications program to encourage scholarship and hold regular events for our members and the public.

1510 St Olaf AveNorthfield, MN 55057

norwegianamericanhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.10x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.39x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

116%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,811,664

Up $615,608 (+15%) from 2023

Liabilities

Up

$487,082

Up $98,148 (+25%) from 2023

Net Assets

Up

$4,324,582

Up $517,460 (+14%) from 2023

Revenue

Up

$1,258,204

Up $676,473 (+116%) from 2023

Expenses

Up

$447,268

Up $167,018 (+60%) from 2023

Net Income

Up

$810,936

Up $509,455 (+169%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $1,736,119Liabilities 2010: $475,922Net Assets 2010: $1,260,1972010Assets 2011: $1,689,219Liabilities 2011: $547,554Net Assets 2011: $1,141,6652011Assets 2012: $1,849,434Liabilities 2012: $333,178Net Assets 2012: $1,516,2562012Assets 2013: $2,079,589Liabilities 2013: $294,789Net Assets 2013: $1,784,8002013Assets 2014: $2,236,481Liabilities 2014: $273,136Net Assets 2014: $1,963,3452014Assets 2015: $2,137,965Liabilities 2015: $257,742Net Assets 2015: $1,880,2232015Assets 2016: $2,249,774Liabilities 2016: $290,071Net Assets 2016: $1,959,7032016Assets 2017: $2,603,719Liabilities 2017: $292,757Net Assets 2017: $2,310,9622017Assets 2018: $3,251,209Liabilities 2018: $247,556Net Assets 2018: $3,003,6532018Assets 2019: $3,676,967Liabilities 2019: $232,507Net Assets 2019: $3,444,4602019Assets 2020: $3,843,346Liabilities 2020: $325,293Net Assets 2020: $3,518,0532020Assets 2021: $4,271,382Liabilities 2021: $315,035Net Assets 2021: $3,956,3472021Assets 2022: $3,617,487Liabilities 2022: $376,960Net Assets 2022: $3,240,5272022Assets 2023: $4,196,056Liabilities 2023: $388,934Net Assets 2023: $3,807,1222023Assets 2024: $4,811,664Liabilities 2024: $487,082Net Assets 2024: $4,324,5822024

Highlighted filing

2024

Assets$4,811,664
Liabilities$487,082
Net Assets$4,324,582

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $76,5632010Revenue 2011: $156,365Expenses 2011: $123,832Net Income 2011: $32,5332011Expenses 2012: $127,7832012Revenue 2013: $217,693Expenses 2013: $130,279Net Income 2013: $87,4142013Revenue 2014: $312,500Expenses 2014: $186,170Net Income 2014: $126,3302014Revenue 2015: $203,705Expenses 2015: $138,701Net Income 2015: $65,0042015Revenue 2016: $206,300Expenses 2016: $203,695Net Income 2016: $2,6052016Revenue 2017: $294,093Expenses 2017: $132,844Net Income 2017: $161,2492017Revenue 2018: $263,539Expenses 2018: $127,057Net Income 2018: $136,4822018Revenue 2019: $224,376Expenses 2019: $160,575Net Income 2019: $63,8012019Revenue 2020: $411,165Expenses 2020: $467,885Net Income 2020: -$56,7202020Revenue 2021: $519,355Expenses 2021: $298,074Net Income 2021: $221,2812021Revenue 2022: $371,031Expenses 2022: $394,052Net Income 2022: -$23,0212022Revenue 2023: $581,731Expenses 2023: $280,250Net Income 2023: $301,4812023Revenue 2024: $1,258,204Expenses 2024: $447,268Net Income 2024: $810,9362024

Highlighted filing

2024

Revenue$1,258,204
Expenses$447,268
Net Income$810,936

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.49$4.32$1.26$0.45$0.81
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.39$3.81$0.58$0.28$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.38$3.24$0.37$0.39$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.27$0.32$3.96$0.52$0.30$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.33$3.52$0.41$0.47$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.68$0.23$3.44$0.22$0.16$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.25$3.00$0.26$0.13$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.60$0.29$2.31$0.29$0.13$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.29$1.96$0.21$0.20$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.26$1.88$0.20$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.27$1.96$0.31$0.19$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.29$1.78$0.22$0.13$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.33$1.52$0.13
2011Summary only. Only limited summary data is available for this year.$1.69$0.55$1.14$0.16$0.12$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.48$1.26$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$1,258,204
Mission and Program Overview

Mission

The mission of the norwegian-american historical association (naha) is to inspire connections to norwegian-american experiences through discovery, scholarship, and stewardship. To achieve this goal, we maintain an active acquisitions program focusing on materials related to norwegian-american immigration, immigrants and their descendants. In addition to maintaining the largest archive of norwegian-american life, we maintain an active publications program to encourage scholarship and hold regular events for our members and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,035,058$4,661,016▲ $625,958
Cash and Non-Interest-Bearing Accounts$52,067$80,805▲ $28,738
Savings and Temporary Cash Investments$89,539$56,308▼ $33,231
Pledges and Grants Receivable$9,650--
Land, Buildings, and Equipment, Net$4,880$8,029▲ $3,149
Inventories for Sale or Use$4,862$5,506▲ $644
Total Assets$4,196,056$4,811,664▲ $615,608
Liabilities
Other Liabilities$278,052$231,556▼ $46,496
Accounts Payable and Accrued Expenses$87,270$225,450▲ $138,180
Deferred Revenue$23,612$30,076▲ $6,464
Total Liabilities$388,934$487,082▲ $98,148
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,864,441$3,381,901▲ $517,460
Net Assets With Donor Restrictions$942,681$942,681→ $0
Total Net Assets Fund Balance$3,807,122$4,324,582▲ $517,460
Total Liabilities and Net Assets / Fund Balance$4,196,056$4,811,664▲ $615,608

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,630$1,734$7,364
Equipment$2,399$1,600$3,999

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,527,240$323,105▲ $572,846$147,209$4,258,282
2023$3,440,491$1,940▲ $228,862$139,442$3,527,240
2022$3,439,746$29,538▲ $108,514$133,246$3,440,491
2021$3,040,798$57,845▲ $463,249$117,487$3,439,746
2020$2,919,290$12,500▲ $212,601$100,353$3,040,798
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kyle JanssonPresident
Ann Marie LegreidBoard Member
Anna RueBoard Member
Annette AtkinsBoard Member
Arnstein HjeldeBoard Member
Caitlin SackrisonBoard Member
Dan RileyBoard Member
David HakensenBoard Member
Essam ElkorghliBoard Member
Gracia GrindalBoard Member
James HonsvallBoard Member
Jason EngbrechtBoard Member
Jeffrey KindsethBoard Member
Kari Lie DorerBoard Member
Kristin AndersonBoard Member
Kristin DekuiperBoard Member
Paul RolvaagBoard Member
Terje LeirenBoard Member
Tim HokansonBoard Member
Vicki TobiasBoard Member
Ingrid UrbergAt-large Mem
Scott RichardsonSecretary
John NilsonTreasurer
Kristen WalsethVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$440,906
Program Service Revenue
$10,817
Investment Income
$805,739
Other Revenue
$742
All Other Contributions
$397,871
Change in Net Assets
$810,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$325,491
Other Expenses$117,277
Grants and Similar Amounts Paid$4,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$200,103$125,388-$325,491
Office Expenses$55,294$6,630-$61,924
Conferences and Meetings$9,470$3,845-$13,315
Fees for Service Investment Mgmnt Fees-$13,200-$13,200
Information Technology$1,124$5,453-$6,577
Fees for Services Accounting-$5,155-$5,155
Travel$4,312$479-$4,791
Grants to Domestic Individuals$4,500--$4,500
Advertising$2,948--$2,948
Insurance$2,694--$2,694
Other Expenses$1,235$3,238-$1,235
Depreciation Depletion$747--$747
Total Functional Expenses$283,880$163,388$0$447,268
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Life Membership Liability$231,556
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The association has four classes of members. The designation of such classes and the qualifications of such classes are as follows: student members: any natural person with proof of enrollment may become a student member upon paying to the administrative director, one year in advance, annual dues for a student membership. Associate members: any natural person or any corporation, institution, or other organization may become an associate member upon paying to the administrative director, one year in advance, annual dues for an associate member. Sustaining members: any natural person or any corporation, institution, or other organization may become a sustaining member upon paying to the administrative director, one year in advance, annual dues for a sustaining member. Patron members: any natural person or any corporation, institution, or other organization may become a patron member upon paying to the administrative director, one year in advance, annual dues for a patron member.

Form 990, Page 6, Part VI, Line 7A

St. Olaf college appoints two directors of the board of directors. The members elect the remaining directors of the board of directors. Student members, associate members, sustaining members and patron members can include any natural person or corporation, institution, or other organization. They may become a member upon paying the dues for that membership class. Any persons who became a life member prior to may 1, 2004, shall continue his or her membership through his or her natural life. Each member, regardless of classification, shall be entitled to one vote on each matter submitted to a vote of members. Members may use historical materials in the archives of the association in accordance with policies established by the board. The president of naha-norway shall have the right to appoint a naha- norge representative to the naha board for a two-year term, for the duration of that person's tenure in that office, to be a full voting member of the board of directors of the association, holding the same term- limits, obligations and rights as those afforded the elected members of the board, and shall count towards the total of 25 board members.

Form 990, Page 6, Part VI, Line 11B

The form 990 is distributed to the board's finance committee for review as soon as preparation is complete. The committee addresses any questions, concerns, and/or suggestions that might arise. When all issues are resolved, the finance committee approves the form 990 and it is distrubuted to the board.

Form 990, Page 6, Part VI, Line 12C

The association's conflict of interest policy covers the board of directors and prohibits transactions which potentially would create a conflict of interest, unless such conflicts are disclosed in writing to the board of directors prior to the transaction occurring. The board of directors or the executive committee review and determine if a conflict of interest exists. Board members who have an identified conflict of interest are prohibited from voting on matters related to that potential conflict of interest and must recuse themselves from discussion on related matters. Proceedings related to conflicts of interest are documented in the meeting minutes.

Form 990, Page 6, Part VI, Line 15A

The executive committee works with the human resources department at st. Olaf college to determine the appropriate salary range for the administrative director position based on specific job responsibilities, level of experience and performance. Published salary surveys of peer organizations are used during this process. The board approves the salary within the range presented. Annual increase ranges are suggested by st. Olaf college based on the average increase determined by the college board of regents, and the associations's board makes a recommendation within that range based on director performance. The executive committee minutes document the deliberation and decision.

Form 990, Page 6, Part VI, Line 19

The association's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Norwegian-american Historical Assoc
EIN
41-6038548
Phone
5077863221
Address
1510 ST OLAF AVE, NORTHFIELD, MN 55057

Signing Officer

Name
Amy Boxrud
Title
Executive Director
Phone
5077863221
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyle Jansson
Formed
1925
Legal Domicile
Mn
Voting Board Members
24
Independent Board Members
24
Employees
4
Volunteers
27

Preparer

Firm
Goodney & Etter Pa
Address
319 DIVISION ST PO BOX 347, NORTHFIELD, MN 55057-0347
Preparer
Ann Etter
Phone
5076630861
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the norwegian-american historical association (naha) is to inspire connections to norwegian-american experiences through discovery, scholarship, and stewardship. To achieve this goal, we maintain an active acquisitions program focusing on materials related to norwegian-american immigration, immigrants and their descendants. In addition to maintaining the largest archive of norwegian-american life, we maintain an active publications program to encourage scholarship and hold regular events for our members and the public.

Form 990, Page 2, Part III, Line 4A

Membership: naha's primary membership activities include hosting educational events and tours. We also produce a quarterly print newsletter to inform and educate members about our collections and topics related to norwegian-american immigration history. In 2024, we held three events. In march, gunnar nerheim, university of stavanger professor emeritus of modern history, spoke about his book, norsemen deep in the heart of texas: norwegian immigrants 1845-1900. The free event was co-hosted by norway house. In august, naha partnered with st. Olaf alumni travel for "norway: a thousand years of migration." this 10-day tour explored how people have been on the move to, from, and within norway over the past millennium, changing the course of transatlantic history. Beginning in stavanger, the group traveled north to the migration centers of bergen and trondheim, with additional stops in stiklestad and snsa. In october, nearly a hundred members enjoyed our biennial member meeting at st. Olaf college. The day included three presentations, a book launch, a nordic-themed lunch, news from naha leadership, and election of new board members. Recordings are available of our biennial presentations on our youtube channel.

Form 990, Page 2, Part III, Line 4B

Archives: naha continues to actively collect and preserve materials related to the norwegian-american experience. In 2024, we hosted 55 visiting researchers from the united states, canada, and norway, to our reading room, worked with student interns and classes at st. Olaf college, digitized 17,516 primary source materials, and welcomed 60 new donations to our collections. We received a generous grant for 297,303 from the national endowment for the humanities (neh) to preserve, digitize, and make accessible five collections that document the relief efforts of norwegian-americans for occupied norway during world war ii. (unfortunately, the funding was rescinded in april of 2025 as part of doge federal cost-cutting efforts.) we received two additional grants: one from sons of norway foundation to digitize 274 oral histories and a minnesota legacy grant to rehouse naha institutional records.

Form 990, Page 2, Part III, Line 4C

Psa 3 publication: in the fall of 2024, naha released volume 42 of our scholarly journal, norwegian-american studies, published in cooperation with the university of minnesota press. The journal is dedicated to showcasing the best work in the field of norwegian-american studies, including the related disciplines of history, literature, religion, art, and cultural studies. In addition to several peer-reviewed articles, the journal includes photographic features, book reviews, works-in-progress, and updates on teaching, learning, and researching in the field of norwegian-american studies. In addition to our print edition, free digital access to the journal and all past issues are available to naha members on project muse digital library. Naha also distributed to its members "muus vs muus: the scandal that shook norwegian america," a co-publication with minnesota historical society press.

Form 990, Page 2, Part III, Line 4D

Fellowships, awards, and internships: in 2024, naha awarded two fellowships. The naha archives fellowship encourages research that primarily focuses on the naha collections. The naha publications fellowship will stimulate scholarship in the field of norwegian-american studies that results in a publishable manuscript. Each year, naha offers internships for students to pursue their interests and gain practical experience in archives, public history, and nonprofit management.

Form 990, Part XI, Line 9

Reduction in lifetime membership liability 46,483

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Funds are used to provide support for operations, publications, and archives.

Raw XML AppendixShowing 400 of 579 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.

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IRS990/MissionDesc0THE MISSION OF THE NORWEGIAN-AMERICAN HISTORICAL ASSOCIATION (NAHA) IS TO INSPIRE CONNECTIONS TO NORWEGIAN-AMERICAN EXPERIENCES THROUGH DISCOVERY, SCHOLARSHIP, AND STEWARDSHIP. TO ACHIEVE THIS GOAL, WE MAINTAIN AN ACTIVE ACQUISITIONS PROGRAM FOCUSING ON MATERIALS RELATED TO NORWEGIAN-AMERICAN IMMIGRATION, IMMIGRANTS AND THEIR DESCENDANTS. IN ADDITION TO MAINTAINING THE LARGEST ARCHIVE OF NORWEGIAN-AMERICAN LIFE, WE MAINTAIN AN ACTIVE PUBLICATIONS PROGRAM TO ENCOURAGE SCHOLARSHIP AND HOLD REGULAR EVENTS FOR OUR MEMBERS AND THE PUBLIC.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ARCHIVES: NAHA CONTINUES TO ACTIVELY COLLECT AND PRESERVE MATERIALS RELATED TO THE NORWEGIAN-AMERICAN EXPERIENCE. IN 2024, WE HOSTED 55 VISITING RESEARCHERS FROM THE UNITED STATES, CANADA, AND NORWAY, TO OUR READING ROOM, WORKED WITH STUDENT INTERNS AND CLASSES AT ST. OLAF COLLEGE, DIGITIZED 17,516 PRIMARY SOURCE MATERIALS, AND WELCOMED 60 NEW DONATIONS TO OUR COLLECTIONS. WE RECEIVED A GENEROUS GRANT FOR 297,303 FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES (NEH) TO PRESERVE, DIGITIZE, AND MAKE ACCESSIBLE FIVE COLLECTIONS THAT DOCUMENT THE RELIEF EFFORTS OF NORWEGIAN-AMERICANS FOR OCCUPIED NORWAY DURING WORLD WAR II. (UNFORTUNATELY, THE FUNDING WAS RESCINDED IN APRIL OF 2025 AS PART OF DOGE FEDERAL COST-CUTTING EFFORTS.) WE RECEIVED TWO ADDITIONAL GRANTS: ONE FROM SONS OF NORWAY FOUNDATION TO DIGITIZE 274 ORAL HISTORIES AND A MINNESOTA LEGACY GRANT TO REHOUSE NAHA INSTITUTIONAL RECORDS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PSA 3 PUBLICATION: IN THE FALL OF 2024, NAHA RELEASED VOLUME 42 OF OUR SCHOLARLY JOURNAL, NORWEGIAN-AMERICAN STUDIES, PUBLISHED IN COOPERATION WITH THE UNIVERSITY OF MINNESOTA PRESS. THE JOURNAL IS DEDICATED TO SHOWCASING THE BEST WORK IN THE FIELD OF NORWEGIAN-AMERICAN STUDIES, INCLUDING THE RELATED DISCIPLINES OF HISTORY, LITERATURE, RELIGION, ART, AND CULTURAL STUDIES. IN ADDITION TO SEVERAL PEER-REVIEWED ARTICLES, THE JOURNAL INCLUDES PHOTOGRAPHIC FEATURES, BOOK REVIEWS, WORKS-IN-PROGRESS, AND UPDATES ON TEACHING, LEARNING, AND RESEARCHING IN THE FIELD OF NORWEGIAN-AMERICAN STUDIES. IN ADDITION TO OUR PRINT EDITION, FREE DIGITAL ACCESS TO THE JOURNAL AND ALL PAST ISSUES ARE AVAILABLE TO NAHA MEMBERS ON PROJECT MUSE DIGITAL LIBRARY. NAHA ALSO DISTRIBUTED TO ITS MEMBERS "MUUS VS MUUS: THE SCANDAL THAT SHOOK NORWEGIAN AMERICA," A CO-PUBLICATION WITH MINNESOTA HISTORICAL SOCIETY PRESS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0FELLOWSHIPS, AWARDS, AND INTERNSHIPS: IN 2024, NAHA AWARDED TWO FELLOWSHIPS. THE NAHA ARCHIVES FELLOWSHIP ENCOURAGES RESEARCH THAT PRIMARILY FOCUSES ON THE NAHA COLLECTIONS. THE NAHA PUBLICATIONS FELLOWSHIP WILL STIMULATE SCHOLARSHIP IN THE FIELD OF NORWEGIAN-AMERICAN STUDIES THAT RESULTS IN A PUBLISHABLE MANUSCRIPT. EACH YEAR, NAHA OFFERS INTERNSHIPS FOR STUDENTS TO PURSUE THEIR INTERESTS AND GAIN PRACTICAL EXPERIENCE IN ARCHIVES, PUBLIC HISTORY, AND NONPROFIT MANAGEMENT.
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