Civic Intelligence

Vasa Order of America

EIN 95-2270952 • 501(c)4 • Glendora, CA

Revoked990-N Coverage

Profile

To promote and preserve the culture and heritage of the scandinavian people. The organization provides various scholarship for higher education as well as scandinavian language and cultural programs.

Revocation date: Sep 15, 2025

1148 E Route 66Glendora, CA 91740

www.vasadl15.org

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2022

Net Margin

20th percentile

-8.3%

Higher net margin than 20% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2022

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,160,537

Down $17,215 (-1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$1,160,537

Down $17,215 (-1.5%) from 2021

Operations
Liabilities / Revenue30th percentileNet Margin20th percentile

Revenue

Up

$44,512

Up $6,515 (+17%) from 2021

Expenses

Up

$48,189

Up $1,235 (+2.6%) from 2021

Net Income

Up

-$3,677

Up $5,280 (+59%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $570,880Liabilities 2014: $0Net Assets 2014: $570,8802014Assets 2015: $731,634Liabilities 2015: $0Net Assets 2015: $731,6342015Assets 2016: $1,027,279Liabilities 2016: $0Net Assets 2016: $1,027,2792016Assets 2017: $1,042,894Liabilities 2017: $0Net Assets 2017: $1,042,8942017Assets 2018: $1,042,894Liabilities 2018: $0Net Assets 2018: $1,042,8942018Assets 2019: $1,076,251Liabilities 2019: $0Net Assets 2019: $1,076,2512019Assets 2020: $1,072,190Liabilities 2020: $0Net Assets 2020: $1,072,1902020Assets 2021: $1,177,752Liabilities 2021: $0Net Assets 2021: $1,177,7522021Assets 2022: $1,160,537Liabilities 2022: $0Net Assets 2022: $1,160,5372022

Highlighted filing

2022

Assets$1,160,537
Liabilities$0
Net Assets$1,160,537
Open 2022 Filing

Operations Trend

Revenue Growth63rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $28,233Expenses 2014: $26,569Net Income 2014: $1,6642014Revenue 2015: $215,131Expenses 2015: $46,131Net Income 2015: $169,0002015Revenue 2016: $352,409Expenses 2016: $41,533Net Income 2016: $310,8762016Revenue 2017: $52,960Expenses 2017: $70,616Net Income 2017: -$17,6562017Revenue 2018: $52,960Expenses 2018: $70,616Net Income 2018: -$17,6562018Revenue 2019: $61,033Expenses 2019: $94,839Net Income 2019: -$33,8062019Revenue 2020: $66,757Expenses 2020: $74,002Net Income 2020: -$7,2452020Revenue 2021: $37,997Expenses 2021: $46,954Net Income 2021: -$8,9572021Revenue 2022: $44,512Expenses 2022: $48,189Net Income 2022: -$3,6772022

Highlighted filing

2022

Revenue$44,512
Expenses$48,189
Net Income-$3,677
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,160,537
Liabilities
$0
Net assets
$1,160,537
Revenue
$44,512
Expenses
$48,189
Net income
-$3,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.09$0.03
2018Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.05$0.07$0.02
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.05$0.07$0.02
2016Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.35$0.04$0.31
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.22$0.05$0.17
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.03$0.03$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Nov 28, 2022
Return Version
2021v4.2
Gross Receipts
$44,512
Mission and Program Overview

Mission

To promote and preserve the culture and heritage of the scandinavian people. The organization provides various scholarship for higher education as well as scandinavian language and cultural programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,177,752$1,160,537▼ $17,215
Investments in Publicly Traded Securities$953,694$949,259▼ $4,435
Savings and Temporary Cash Investments$217,695$202,994▼ $14,701
Cash and Non-Interest-Bearing Accounts$6,363$8,284▲ $1,921
Total Assets$1,177,752$1,160,537▼ $17,215
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,177,752$1,160,537▼ $17,215
Total Liabilities and Net Assets / Fund Balance$1,177,752$1,160,537▼ $17,215

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$181,021-▲ $65,091-$222,346
2020$172,463-▲ $20,339-$181,021
2019$222,793-▼ $21,622-$172,463
2018$215,165-▲ $25,988-$222,793
2017$208,609-▲ $12,676-$215,165
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Delphine TrowbridgeExecutive Board Member
Ingemar HulthageExecutive Board Member
Ken KenyonExecutive Board Member
Norman KindigExecutive Board Member
Bertil WintherTrustee
Haakan SpabergTrustee
Peter LindgrenTrustee
Linda TrowbridgeAssist Master of Ceremonies
Karen SwensonAssistant Secretary
Kin LindgrenAuditor
Lori WennboAuditor
Maidie KarlingChaplain
Jane KindigCultural Leader
Marguerite ConnellyDistrict Master
Michael LentInner Guard
Lillian CropperMaster of Ceremonies
Sonia LentOuter Guard
Elliott CoddingPast District Master
Linda KosvicSecretary
Kathryn MartinTreasurer
John DormingVice District Master
Revenue and Support

Revenue Composition

Contributions and Grants
$17,625
Program Service Revenue
$3,716
Investment Income
$21,431
Other Revenue
$1,740
Change in Net Assets
$-3,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,500
Other Expenses$21,689
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,500--$26,500
Payments to Affiliates-$14,629-$14,629
Conferences and Meetings$2,699$49-$2,748
Insurance-$2,525-$2,525
Other Expenses-$341-$341
Advertising-$311-$311
Office Expenses-$22-$22
Total Functional Expenses$29,199$18,990$0$48,189
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Jane kindig and norman kindig are a married couple.delphine trowbridge and linda trowbridge are mother and daughter.michael lent and sonia lent are a married couple.”

Governing body decisions Part VI line 7B

“Any proposed governance/bylaw changes must be submitted to the secretary 90 days prior to the annual convention. They are brought up for approval at the annual meeting by voting delegates from each local lodge. Each delegate present has an equal vote.”

Form 990 governing body review Part VI line 11

“They will be presented to the delegates at the board meetings in the future and the delegate can pass along the information for review”

Form 990 availability to public Part VI line 18

“Documents and returns can be requested from the officers or through the local lodges.”

Governing documents etc available to public Part VI line 19

“Documents and returns can be requested from the officers or through the local lodges.”

Filing and Contact Details

Filer

Filer Name
Vasa Order of America
EIN
95-2270952
Address
1148 E ROUTE 66, Glendora, CA 91740
Doing Business As
15 Pacific Southwest

Signing Officer

Name
Kathryn Martin
Title
Treasurer
Signed
2022-11-28
Discuss with paid preparer
Yes

Organization Details

Formed
1913
Legal Domicile
CA
Voting Board Members
70
Independent Board Members
0
Employees
0
Volunteers
70

Preparer

Firm
Garnett & Garnett Tax Service
Address
1148 E Route 66, Glendora, CA 91740
Preparer
Kathryn Martin
Phone
6269141622
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IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST DISTRICT MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE DISTRICT MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DISTRICT MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE BOARD MEMBER
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0UNDERGRADUATE SCHOLARSHIPS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GRADUATE SCHOLASHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3MEDICAL SCHOLARSHIP - RETURNED AND VOIDED - REISSUED IN 2022
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IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt4ASSIST IN FURTHER EDUCATION
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