SLOVENE NATIONAL BENEFIT SOCIETY 53 (EIN 237524285) - Form 990 Financial Analysis & Trantor Score

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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

1937

Legal Domicile

Principal Officer

MARTHA MEGLICH

Tax Period

2020-01-01 to 2020-12-31

SLOVENE NATIONAL BENEFIT SOCIETY 53, founded in 1937, is a micro nonprofit that reported $969 in total revenue in fiscal year 2020. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $41K exceeded revenue, resulting in a 4158% operating deficit.

Mission

TO UNITE ELIGIBLE MEMBERS IN A FRATERNAL BENEFICIARY SOCIETY UNDER A LODGE SYSTEM WHICH WILL PAY TO ITS MEMBERS AND THEIR BENEFICIARIES,DEATH,DISABILITY,AND SICK BENEFITS AS WELL AS PROVIDING CULTURAL AID TO ITS MEMBERS AND MATERIAL SUPPORT TO WORTHY CULTURAL INSTITUTIONS.

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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%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $816

Program Service Revenue $0

Investment Income $153

Other Revenue $0

TOTAL REVENUE $969

Expense Breakdown

Grants Paid $37,500

Salaries & Benefits $610

Fundraising Expenses $0

Program Expenses $41,263

Other Expenses $3,153

TOTAL EXPENSES $41,263

Year-over-Year Comparison

	2020	2019	Change
Revenue	$969	$4,083	-0.8%
Expenses	$41,263	$123,426	-0.7%
Net Income	$-40,294	$-119,343	-0.7%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$540

Total Directors

$140

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA MEGLICH	SECYTREASURER	10.00	Officer	$300	$0	$300
PAULINE BARBISH	PRESIDENT	10.00	Officer	$180	$0	$180
DOROTHY COSO	AUDITORTRUSTEE	2.00	Director	$70	$0	$70
ANNE J HERPAK	AUDITORTRUSTEE	2.00	Director	$70	$0	$70
PATRICIA GRUDEN	RECORDING SECRETARY	3.00	Officer	$60	$0	$60

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
2020	$969	$41,263	$20,566	$-40,294
2019	$4,083	$123,426	$60,860	$-119,343
2018	$150,327	$2,336	$180,203	$147,991

SLOVENE NATIONAL BENEFIT SOCIETY 53