SLOVENIAN NATIONAL HOME ASSOCIATION (EIN 350662418) - 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

1918

Legal Domicile

Principal Officer

Grant Walker

Phone

3176320619

Tax Period

2025-01-01 to 2025-12-31

SLOVENIAN NATIONAL HOME ASSOCIATION, founded in 1918, is a micro nonprofit in the Recreation & Sports sector that reported $85K in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 20% operating margin.

Mission

Fraternal membership benefit organization for the preservation of Slavic heritage.

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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 (2025)

Revenue Breakdown

Contributions & Grants $40,233

Program Service Revenue $29,724

Investment Income $0

Other Revenue $14,897

TOTAL REVENUE $84,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $67,660

TOTAL EXPENSES $67,660

Year-over-Year Comparison

	2025	2024	Change
Revenue	$84,854	$69,707	+0.2%
Expenses	$67,660	$47,560	+0.4%
Net Income	$17,194	$22,147	-0.2%

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

N/A

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Fon	Vice President	10	Officer	$0	$0	$0
Rick Brodnik	Director	5	Officer	$0	$0	$0
Marcia Bracic	Board member	2	Officer	$0	$0	$0
Jozef Watson	Director	5	Officer	$0	$0	$0
Jaymie McDougal	Secretary	5	Officer	$0	$0	$0
Stephen Fon Jr	Director`	2	Officer	$0	$0	$0
Grant Walker	Treasurer	5	Officer	$0	$0	$0
Joe Lambert	President	10	Officer	$0	$0	$0
Paul Barbarich	Officer	5	Officer	$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	$84,854	$67,660	$738,162	$17,194
2024	$69,707	$47,560	$728,711	$22,147
2023	$75,026	$85,403	$704,390	$-10,377
2022	$133,060	$109,918	$712,961	$23,142
2021	$77,999	$56,805	$689,802	$21,194

SLOVENIAN NATIONAL HOME ASSOCIATION