Civic Intelligence

Swedish Heritage Society Foundation Inc

EIN 42-1281195 • 501(c)3 • Swedesburg, IA

Profile

The mission of the swedish heritage society is to create a community which preserves its swedish-american heritage and interprets the significance of that heritage for the present and future.

107 James AveSwedesburg, IA 52652

n/A

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.01x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

37th percentile

-1.2%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-31%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$552,195

Down $451 (-0.1%) from 2024

Liabilities

Up

$834

Up $355 (+74%) from 2024

Net Assets

Down

$551,361

Down $806 (-0.1%) from 2024

Revenue

Down

$68,444

Down $30,331 (-31%) from 2024

Expenses

Up

$69,250

Up $3,529 (+5.4%) from 2024

Net Income

Down

-$806

Down $33,860 (-102%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $260,355Liabilities 2011: $311Net Assets 2011: $260,0442011Assets 2012: $271,522Liabilities 2012: $288Net Assets 2012: $271,2342012Assets 2013: $279,368Liabilities 2013: $362Net Assets 2013: $279,0062013Assets 2014: $323,784Liabilities 2014: $3792014Assets 2015: $335,522Liabilities 2015: $374Net Assets 2015: $335,1482015Assets 2016: $354,088Liabilities 2016: $45Net Assets 2016: $354,0432016Assets 2017: $363,133Liabilities 2017: $1,1042017Assets 2018: $367,293Liabilities 2018: $317Net Assets 2018: $366,9762018Assets 2019: $378,010Liabilities 2019: $140Net Assets 2019: $377,8702019Assets 2020: $392,933Net Assets 2020: $392,9332020Assets 2021: $431,696Liabilities 2021: $181Net Assets 2021: $431,5152021Assets 2022: $483,394Liabilities 2022: $461Net Assets 2022: $482,9332022Assets 2023: $525,333Liabilities 2023: $510Net Assets 2023: $524,8232023Assets 2024: $552,646Liabilities 2024: $479Net Assets 2024: $552,1672024Assets 2025: $552,195Liabilities 2025: $834Net Assets 2025: $551,3612025

Highlighted filing

2025

Assets$552,195
Liabilities$834
Net Assets$551,361

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $43,128Expenses 2011: $26,995Net Income 2011: $16,1332011Revenue 2012: $39,104Expenses 2012: $27,914Net Income 2012: $11,1902012Revenue 2013: $32,869Expenses 2013: $25,097Net Income 2013: $7,7722013Revenue 2014: $75,677Expenses 2014: $31,278Net Income 2014: $44,3992014Revenue 2015: $40,914Expenses 2015: $29,171Net Income 2015: $11,7432015Revenue 2016: $41,287Expenses 2016: $22,392Net Income 2016: $18,8952016Revenue 2017: $39,217Expenses 2017: $31,231Net Income 2017: $7,9862017Revenue 2018: $42,949Expenses 2018: $38,002Net Income 2018: $4,9472018Revenue 2019: $42,042Expenses 2019: $31,148Net Income 2019: $10,8942019Revenue 2020: $40,179Expenses 2020: $25,116Net Income 2020: $15,0632020Revenue 2021: $67,802Expenses 2021: $29,220Net Income 2021: $38,5822021Revenue 2022: $119,513Expenses 2022: $68,095Net Income 2022: $51,4182022Revenue 2023: $105,573Expenses 2023: $63,686Net Income 2023: $41,8872023Revenue 2024: $98,775Expenses 2024: $65,721Net Income 2024: $33,0542024Revenue 2025: $68,444Expenses 2025: $69,250Net Income 2025: -$8062025

Highlighted filing

2025

Revenue$68,444
Expenses$69,250
Net Income-$806

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.52$0.01$5.51$0.68$0.69$0.01
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.52$0.99$0.66$0.33
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.01$5.25$1.06$0.64$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$1.20$0.68$0.51
2021Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.68$0.29$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.93$3.93$0.40$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.42$0.31$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.43$0.38$0.05
2017Summary only. Only limited summary data is available for this year.$3.63$0.01$0.39$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.41$0.22$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.35$0.41$0.29$0.12
2014Summary only. Only limited summary data is available for this year.$3.24$0.00$0.76$0.31$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.33$0.25$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.71$0.39$0.28$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.00$2.60$0.43$0.27$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$86,778
Mission and Program Overview

Mission

Preserve heritage of swedish settlers

The mission of the swedish heritage society is to create a community which preserves its swedish-american heritage and interprets the significance of that heritage for the present and future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$451,287$450,481▼ $806
Land, Buildings, and Equipment, Net$220,953$220,953→ $0
Savings and Temporary Cash Investments$138,165$181,180▲ $43,015
Investments in Publicly Traded Securities$179,257$139,473▼ $39,784
Pd in Cap Srpls Land Bldg Eqp Fund$100,880$100,880→ $0
Cash and Non-Interest-Bearing Accounts$14,271$10,589▼ $3,682
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$552,646$552,195▼ $451
Liabilities
Other Liabilities$479$834▲ $355
Total Liabilities$479$834▲ $355
Net Assets / Fund Balance
Total Net Assets Fund Balance$552,167$551,361▼ $806
Total Liabilities and Net Assets / Fund Balance$552,646$552,195▼ $451

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$191,929-$191,929
Equipment$29,024-$29,024
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ralph SandeenPresident
Steve HedlundVice President
Beverly BendaDirector
Genny DavisDirector
Johanna CrawfordDirector
Karla Crawford KerrDirector
Meg RoseDirector
Norma LindeenDirector
Trish WoepkingDirector
Tim OlsonSecretary
Monte KannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,254
Program Service Revenue
$0
Investment Income
$9,568
Other Revenue
$15,622
All Other Contributions
$37,724
Change in Net Assets
$-806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,169
Salaries, Compensation, and Employee Benefits$34,081
Total Fundraising Expense$1,382
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,920--$31,920
Occupancy-$14,075-$14,075
Office Expenses$4,450--$4,450
Insurance-$4,200-$4,200
Payroll Taxes$2,161--$2,161
Fees for Services Accounting-$1,360-$1,360
Advertising--$366$366
Other Expenses$6,413$265$1,016$265
Total Functional Expenses$44,944$22,924$1,382$69,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,258
Fundraising Direct Expenses$134
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
Payroll Liabilities$834
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
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 B, Line 11B

Board will review 990 upon completion

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Swedish Heritage Society Foundation Inc
EIN
42-1281195
Phone
3192542317
Address
107 JAMES AVE, SWEDESBURG, IA 52652

Signing Officer

Name
Monte Kann
Title
Treasurer
Phone
3192010202
Signed
2025-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monte Kann
Formed
1991
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
0

Preparer

Firm
Allen Mitchell Llp
Address
123 E 2ND ST, WASHINGTON, IA 52353
Preparer
David a Black
Phone
3195918770
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0181180
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt098109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0292933
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09568
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06798
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08151
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09568
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06798
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056158
IRS990ScheduleA/InvestmentIncomeCYPct00.11390
IRS990ScheduleA/InvestmentIncomePYPct00.12210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01007
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0665
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01674
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88270
IRS990ScheduleA/PublicSupportPY509Pct00.87420
IRS990ScheduleA/PublicSupportTotal509Amt0435065
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111154
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065325
IRS990ScheduleA/Total509Grp/TotalAmt0435065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074141
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0492897
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0191929
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0191929
IRS990ScheduleD/EquipmentGrp/BookValueAmt029024
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0834
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0220953
IRS990ScheduleD/TotalLiabilityAmt0834
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD WILL REVIEW 990 UPON COMPLETION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0552646
IRS990/TotalAssetsEOYAmt0552195
IRS990/TotalAssetsGrp/BOYAmt0552646
IRS990/TotalAssetsGrp/EOYAmt0552195
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt043254
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01382
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022924
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044944
IRS990/TotalFunctionalExpensesGrp/TotalAmt069250
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0479
IRS990/TotalLiabilitiesEOYAmt0834
IRS990/TotalLiabilitiesGrp/BOYAmt0479
IRS990/TotalLiabilitiesGrp/EOYAmt0834
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0552167
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0551361
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt044944
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011692
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013498
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068444
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0552646
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0552195
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 35
IRS990/USAddress/CityNm0SWEDESBURG
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052652
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTE KANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03192010202
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWEDISH HERITAGE SOCIETY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SWED
ReturnHeader/Filer/EIN0421281195
ReturnHeader/Filer/PhoneNum03192542317
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 JAMES AVE
ReturnHeader/Filer/USAddress/CityNm0SWEDESBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052652
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822826945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLEN MITCHELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 E 2ND ST

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