Swedish Historical Society Of Rockford

Rockford, IL
Tax-exempt since Jan. 1970
EIN: 23-7039583

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Cultural, Ethnic Awareness (NTEE)

Donations to this organization are tax deductible.

Revenue

$105k (2023)

Expenses

$133k (2023)

Total Assets

$2.81M (2023)

Total Liabilities

$7.83k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$104,529

Expenses

$132,720

Net Income

-$28,191

Net Assets

$2,799,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$31,145	29.8%
Program Services	$482	0.5%
Investment Income	$52,621	50.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$10,160	9.7%
Sales of Assets	$9,671	9.3%
Net Inventory Sales	$0
Other Revenue	$450	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$57,722	43.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,807,755
Total Liabilities	$7,826
Net Assets	$2,799,929

Compensation

Key Employees and Officers	Compensation	Related	Other
Alix Fox (Executive Director)	$55,978	$0	$0
Jonathan Smith (President)	$0	$0	$0
Ron Gustafson (Vice President)	$0	$0	$0
Terri Adell Anderson (Secretary)	$0	$0	$0
Bonnie Smith (Treasurer)	$0	$0	$0
Cary Johnson (Board Member)	$0	$0	$0
Judy Barnard (Board Member)	$0	$0	$0
David Peterson (Board Member)	$0	$0	$0
Karen Bieschke (Board Member)	$0	$0	$0
Terry Carlson (Board Member)	$0	$0	$0
Karen Holmes (Board Member)	$0	$0	$0
Emma Korjonen (Board Member)	$0	$0	$0
Mary Zaske (Board Member)	$0	$0	$0
Linnea Bengtsson (Swedish Ambassador)	$0	$0	$0
Richard Brynteson (Honorary Board Member)	$0	$0	$0

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990

Filed on May 3, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$76,913

Expenses

$123,270

Net Income

-$46,357

Net Assets

$2,701,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,851	33.6%
Program Services	$177	0.2%
Investment Income	$56,599	73.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$866
Sales of Assets	-$4,898
Net Inventory Sales	$0
Other Revenue	$50	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$31,590	25.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,707,641
Total Liabilities	$5,684
Net Assets	$2,701,957

Compensation

Key Employees and Officers	Compensation	Related	Other
Alix Fox (Executive Director)	$49,935	$0	$0
Dan Morgan (President)	$0	$0	$0
Karen Bieschke (Vice President)	$0	$0	$0
Terri Adell Anderson (Secretary)	$0	$0	$0
Bonnie Smith (Treasurer)	$0	$0	$0
Ken Larson (Board Member)	$0	$0	$0
Cary Johnson (Board Member)	$0	$0	$0
Jonathan Smith (Board Member)	$0	$0	$0
Jennifer Redisi (Board Member)	$0	$0	$0
David Peterson (Board Member)	$0	$0	$0
Judy Barnard (Immediate Past President)	$0	$0	$0
Richard Brynteson (Honorary Board Member)	$0	$0	$0
Richard Marsh (Honorary Board Member)	$0	$0	$0
Armer Severin (Honorary Board Member)	$0	$0	$0
Linnea Bengtsson (Swedish Ambassador)	$0	$0	$0

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990

Filed on May 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$183,919

Expenses

$134,642

Net Income

$49,277

Net Assets

$3,018,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$54,576	29.7%
Program Services	$250	0.1%
Investment Income	$81,827	44.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$7,001	3.8%
Sales of Assets	$40,165	21.8%
Net Inventory Sales	$0
Other Revenue	$100	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$45,176	33.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,025,519
Total Liabilities	$7,326
Net Assets	$3,018,193

Compensation

Key Employees and Officers	Compensation	Related	Other
Alix Fox (Executive Director)	$44,984	$0	$0
Judy Barnard (President)	$0	$0	$0
Chuck Anderson (Vice President)	$0	$0	$0
Karen Bieschke (Vice President)	$0	$0	$0
Terri Adell Anderson (Secretary)	$0	$0	$0
Bonnie Smith (Treasurer)	$0	$0	$0
Linnea Bengtssom (Swedish Ambassador)	$0	$0	$0
Ken Larson (Board Member)	$0	$0	$0
Dan Morgan (Board Member)	$0	$0	$0
Cary Johnson (Board Member)	$0	$0	$0
Jonathan Smith (Board Member)	$0	$0	$0
David Peterson (Board Member)	$0	$0	$0
Ron Gustafson (Immediate Past President)	$0	$0	$0
Jenniver Redisi (Board Member)	$0	$0	$0

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990

Filed on Aug. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$106,651

Expenses

$111,790

Net Income

-$5,139

Net Assets

$2,866,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$52,835	49.5%
Program Services	$28	0.0%
Investment Income	$48,319	45.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$5,469	5.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$43,103	38.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,878,168
Total Liabilities	$11,986
Net Assets	$2,866,182

Compensation

Key Employees and Officers	Compensation	Related	Other
Alix Fox (Executive Director)	$43,103	$0	$0
Ron Gustafson (President)	$0	$0	$0
Judy Barnard (Vice President)	$0	$0	$0
Bonnie Smith (Treasurer)	$0	$0	$0
Terri Adell Anderson (Secretary)	$0	$0	$0
Gail Daughtry (Past Co President)	$0	$0	$0
Linnea Bengtssom (Swedish Ambassador)	$0	$0	$0
Chuck Anderson (Board Member)	$0	$0	$0
Ken Larson (Board Member)	$0	$0	$0
Dan Morgan (Board Member)	$0	$0	$0
Karen Bieschke (Board Member)	$0	$0	$0
Cary Johnson (Board Member)	$0	$0	$0

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990

Filed on Oct. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$83,881

Expenses

$138,801

Net Income

-$54,920

Net Assets

$2,798,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$37,319	44.5%
Program Services	$3,465	4.1%
Investment Income	$46,223	55.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$600	0.7%
Net Fundraising	-$3,726
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$43,290	31.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,800,297
Total Liabilities	$2,099
Net Assets	$2,798,198

Compensation

Key Employees and Officers	Compensation	Related	Other
Alix Fox (Executive Di)	$42,125	$0	$0
Chuck Anderson (Board Member)	$0	$0	$0
Terri Adell Anderson (Board Member)	$0	$0	$0
Judy Barnard (Board Member)	$0	$0	$0
Linnea Bengtsson (Immed Past P)	$0	$0	$0
Jane Burden (Vice Pres/Se)	$0	$0	$0
Betsy Carlson (Board Member)	$0	$0	$0
Gail Daughtry (Co President)	$0	$0	$0
Ron Gustafson (Treasurer)	$0	$0	$0
Ken Larson (Board Member)	$0	$0	$0
Lucretia Ristin (Co President)	$0	$0	$0
Bryan Selander (Board Member)	$0	$0	$0

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990

Filed on June 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$115,812

Expenses

$130,680

Net Income

-$14,868

Net Assets

$2,668,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$65,684	56.7%
Program Services	$893	0.8%
Investment Income	$56,167	48.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$6,932
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$41,003	31.4%

Assets/Debt
Total Assets	$2,670,275
Total Liabilities	$2,102
Net Assets	$2,668,173

Compensation

Key Employees and Officers	Compensation	Related	Other
Alix Fox (Administrati)	$41,003	$0	$0
Linnea Bengtsson (Co President)	$0	$0	$0
Ron Gustafson (Co President)	$0	$0	$0
Lucretia Ristin (Co Vice Pres)	$0	$0	$0
Gail Daughtry (Co Vice Pres)	$0	$0	$0
Jane Burden (Secretary/Tr)	$0	$0	$0
Chuck Anderson (Board Member)	$0	$0	$0
Judy Barnard (Board Member)	$0	$0	$0
Betsy Carlson (Board Member)	$0	$0	$0
Kathy Ingraham (Board Member)	$0	$0	$0
Ken Larson (Board Member)	$0	$0	$0
Britney Lindgren (Board Member)	$0	$0	$0
Bryan Selander (Board Member)	$0	$0	$0
Mike Lunde (Board Member)	$0	$0	$0
Chad Tuneberg (Board Member)	$0	$0	$0

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990

Filed on July 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$82,244

Expenses

$123,795

Net Income

-$41,551

Net Assets

$2,857,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,468	37.0%
Program Services	$4,788	5.8%
Investment Income	$51,179	62.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$4,191
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$29,805	24.1%

Assets/Debt
Total Assets	$2,861,844
Total Liabilities	$4,266
Net Assets	$2,857,578

Compensation

Key Employees and Officers	Compensation	Related	Other
Alix Fox (Administrati)	$15,135	$0	$173
Linnea Bengtsson (Co President)	$0	$0	$0
Ron Gustafson (Co President)	$0	$0	$0
Lucretia Ristin (Co Vice Pres)	$0	$0	$0
Gail Daughtry (Co Vice Pres)	$0	$0	$0
Jane Burden (Secretary/Tr)	$0	$0	$0
Chuck Anderson (Board Member)	$0	$0	$0
Judy Barnard (Board Member)	$0	$0	$0
Betsy Carlson (Board Member)	$0	$0	$0
Kathy Ingraham (Board Member)	$0	$0	$0
Ken Larson (Board Member)	$0	$0	$0
Mike Lunde (Board Member)	$0	$0	$0
Chad Tuneberg (Board Member)	$0	$0	$0
Bryan Selander (Board Member)	$0	$0	$0

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990

Filed on June 6, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$286,130

Expenses

$108,497

Net Income

$177,633

Net Assets

$2,514,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$145,315	50.8%
Program Services	$2,446	0.9%
Investment Income	$134,178	46.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$867	0.3%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$3,324	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$20,013	18.4%

Assets/Debt
Total Assets	$2,514,497
Total Liabilities	$224
Net Assets	$2,514,273

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$1,684,913

Expenses

$75,147

Net Income

$1,609,766

Net Assets

$2,336,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,644,129	97.6%
Program Services	$4,328	0.3%
Investment Income	$38,913	2.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$2,842
Sales of Assets	$0
Net Inventory Sales	$215	0.0%
Other Revenue	$170	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$16,600	22.1%

Assets/Debt
Total Assets	$2,339,025
Total Liabilities	$2,385
Net Assets	$2,336,640

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$45,906

Expenses

$48,027

Net Income

-$2,121

Net Assets

$854,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$41,720	90.9%
Program Services	$3,567	7.8%
Investment Income	$1,472	3.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	-$853
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$853,956
Total Liabilities	-$221
Net Assets	$854,177

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$56,429

Expenses

$42,531

Net Income

$13,898

Net Assets

$856,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$35,381	62.7%
Program Services	$3,006	5.3%
Investment Income	$15,094	26.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$2,830	5.0%
Sales of Assets	$0
Net Inventory Sales	$118	0.2%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$856,077
Total Liabilities	-$221
Net Assets	$856,298

Compensation

Key Employees and Officers	Compensation	Related	Other
Ann Ganong (Secretary)	$0	$0	$0
Bo Hammarberg (Past President)	$0	$0	$0
Karen Hammarberg (Director)	$0	$0	$0
Linnea Bengtson (Director)	$0	$0	$0
Jane Burden (Asst Sec)	$0	$0	$0
Allan Carlson (Director)	$0	$0	$0
Betsy Carlson (Director)	$0	$0	$0
Gail Daughtry (Director)	$0	$0	$0
Jim Flodin (2nd Vp)	$0	$0	$0
Mitchell Johnson (Director)	$0	$0	$0
Cindy Karr (Director)	$0	$0	$0
Linda Larson (Director)	$0	$0	$0
Barbara Lunde (Director)	$0	$0	$0
Mike Lunde (President)	$0	$0	$0
Richard Marsh (Director)	$0	$0	$0
Leah Nelson (Director)	$0	$0	$0
Randy Paul Peterson (Director)	$0	$0	$0
Lucretia Ristin (1st Vp)	$0	$0	$0
Steve Stromquist (Finance)	$0	$0	$0

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990

Filed on Sept. 24, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$139,127

Expenses

$130,288

Net Income

$8,839

Net Assets

$842,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$118,463	85.1%
Program Services	$15,001	10.8%
Investment Income	$7,398	5.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$1,834
Sales of Assets	$0
Net Inventory Sales	$99	0.1%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$480	0.4%

Assets/Debt
Total Assets	$867,263
Total Liabilities	$24,863
Net Assets	$842,400

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$1,638

Expenses

$58,226

Net Income

-$59,864

Net Assets

$833,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$22,778
Program Services	$18,031
Investment Income	$3,686
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$2,933
Sales of Assets	-$44,190
Net Inventory Sales	$990
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,297	7.4%

Assets/Debt
Total Assets	$835,861
Total Liabilities	$2,300
Net Assets	$833,561

990

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

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Updated December 20, 2024

Swedish Historical Society Of Rockford

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $105k (2023)

Expenses $133k (2023)

Total Assets $2.81M (2023)

Total Liabilities $7.83k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Revenue

$105k (2023)

Expenses

$133k (2023)

Total Assets

$2.81M (2023)

Total Liabilities

$7.83k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001