AMERICAN SWEDISH HISTORICAL FOUNDATION

EIN: 231417519 501(c)(3) Arts, Culture & Humanities

PHILADELPHIA, PA

Total Revenue
$1,244,598
Total Expenses
$1,000,580
Total Assets
$3,737,227
Net Assets
$3,567,744
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1926
Legal Domicile
PA
Principal Officer
TRACEY RAE BECK
Phone
2153891776
Tax Period
2024-07-01 to 2025-06-30

AMERICAN SWEDISH HISTORICAL FOUNDATION, founded in 1926, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $244K, a strong 20% operating margin.

Mission

DEDICATED TO SHARING SCANDINAVIAN CULTURE IN AMERICA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $677,207
Program Service Revenue $142,776
Investment Income $119,889
Other Revenue $304,726
TOTAL REVENUE $1,244,598

Expense Breakdown

Grants Paid $0
Salaries & Benefits $557,336
Fundraising Expenses $182,223
Program Expenses $503,301
Other Expenses $402,202
TOTAL EXPENSES $1,000,580

Year-over-Year Comparison

2024 2023 Change
Revenue $1,244,598 $930,474 +0.3%
Expenses $1,000,580 $929,276 +0.1%
Net Income $244,018 $1,198 +202.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
23
Independent Members
22
Employees
15
Volunteers
135

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
23
$108,784
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRACEY BECK EXECUTIVE DIRECTOR 40.00
Director
$97,912 $10,872 $108,784
ERIK MUTHER CHAIR 1.00
Director
$0 $0 $0
ANNALENA BROMBERG VICE CHAIR 1.00
Director
$0 $0 $0
JULIE JOHNSON SECRETARY 1.00
Director
$0 $0 $0
JIM WALKER TREASURER 1.00
Director
$0 $0 $0
ABBY SHAW VICE CHAIR 1.00
Director
$0 $0 $0
KARIN BERGQVIST BOARD MEMBER 1.00
Director
$0 $0 $0
ELISABETH BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
GREG BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
BILL EATON BOARD MEMBER 1.00
Director
$0 $0 $0
JORGEN FLOOD BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN FOSTER BOARD MEMBER 1.00
Director
$0 $0 $0
DAWN GOULD BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERTA JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
MARJA KAISLA BOARD MEMBER 1.00
Director
$0 $0 $0
DEE KAPLAN BOARD MEMBER 1.00
Director
$0 $0 $0
MONICA KRUSE BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW LUND BOARD MEMBER 1.00
Director
$0 $0 $0
KRISTINA JOHNSON O'DOHERTY BOARD MEMBER 1.00
Director
$0 $0 $0
CARL RAPP BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN RYSZKA BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN SATKOWSKI BOARD MEMBER 1.00
Director
$0 $0 $0
ULF AKERBLOM BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,244,598 $1,000,580 $3,737,227 $244,018
2024 $930,474 $929,276 $3,372,214 $1,198
2023 $778,279 $821,540 $3,225,235 $-43,261
2022 $881,133 $799,926 $3,253,552 $81,207
2021 $694,944 $684,533 $3,668,062 $10,411
2020 $724,976 $719,792 $3,270,623 $5,184
2019 $707,697 $719,027 $3,227,735 $-11,330
2018 $677,329 $787,397 $3,313,200 $-110,068
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