SLOVENE NATIONAL BENEFIT SOCIETY

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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

1904

Legal Domicile

Principal Officer

JOSEPH EVANISH

Phone

7246951100

Tax Period

2024-01-01 to 2024-12-31

SLOVENE NATIONAL BENEFIT SOCIETY, founded in 1904, is a mid-sized nonprofit that reported $14.8M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

TO PROVIDE LIFE INSURANCE, ANNUITIES, AND OTHER FRATERNAL BENEFITS TO MEMBERS.

Program Service Accomplishments

Program 1

LIFE, HEALTH AND ACCIDENT INSURANCE, ANNUITIES, FRATERNAL ACTIVITIES AND OTHER BENEFITS TO MEMBERS (30,076 CERTIFICATES IN FORCE; $247,278,000 FACE VALUE OF LIFE INSURANCE).

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,410,018

Investment Income $5,420,258

Other Revenue $0

TOTAL REVENUE $14,830,276

Expense Breakdown

Grants Paid $1,590

Salaries & Benefits $1,496,715

Fundraising Expenses $0

Other Expenses $4,890,108

TOTAL EXPENSES $15,893,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,830,276	$16,632,355	-0.1%
Expenses	$15,893,988	$16,938,270	-0.1%
Net Income	$-1,063,712	$-305,915	+2.5%

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

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

$515,425

Total Directors

$568,689

Key Employees

$187,283

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH C EVANISH	NATIONAL PRESIDENT & CEO	40.00	Officer Director	$156,406	$24,571	$181,177
KAREN A PINTAR	NATIONAL SECRETARY & COO	40.00	Officer Director	$135,886	$30,549	$166,435
ROBERT J LAWRENCE	NATIONAL TREASURER & CFO	40.00	Officer Director	$135,586	$32,227	$167,813
TRACEY L ANDERSON	DIRECTOR	1.00	Director	$3,975	$0	$3,975
VINCENT R BASELJ	DIRECTOR	1.00	Director	$5,600	$0	$5,800
ROGER C CLIFFORD	DIRECTOR	1.00	Director	$4,300	$0	$4,300
RICHARD D HERVOL	DIRECTOR	1.00	Director	$4,600	$0	$4,600
FREDERICK J MLAKAR	DIRECTOR	1.00	Director	$4,625	$0	$4,625
JUSTINA M RIGLER	DIRECTOR	1.00	Director	$5,253	$0	$5,253
KENNETH J ZAKRAYSEK	DIRECTOR	1.00	Director	$6,236	$0	$6,236
DONALD F SRNOVRSNIK	DIRECTOR	2.00	Director	$3,650	$0	$3,650
JOANNA L BAKER	DIRECTOR	1.00	Director	$6,225	$0	$6,225
MAURICE SINAN	DIRECTOR	1.00	Director	$4,300	$0	$4,300
JASON CADEZ	DIRECTOR	1.00	Director	$4,300	$0	$4,300
TERRY CHAMP	KEY EMPLOYEE	40.00	Key Emp	$170,665	$16,618	$187,283

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
2024	$14,830,276	$15,893,988	$125,583,671	$-1,063,712
2023	$16,632,355	$16,938,270	$124,025,216	$-305,915
2022	$13,196,088	$13,428,161	$128,754,673	$-232,073
2021	$17,289,930	$16,633,234	$127,585,848	$656,696
2020	$28,861,815	$24,513,893	$122,206,644	$4,347,922
2019	$20,434,056	$20,164,154	$213,265,552	$269,902
2018	$16,678,581	$16,314,189	$212,135,174	$364,392