SLOVENIAN UNION OF AMERICA INC (EIN 453860236) - 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

2011

Legal Domicile

Principal Officer

JOSEPH VALENCIC

Phone

8157271926

Tax Period

2024-01-01 to 2024-12-31

SLOVENIAN UNION OF AMERICA INC, founded in 2011, is a small nonprofit in the Arts, Culture & Humanities sector that reported $132K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $20K, a strong 15% operating margin.

Mission

PROMOTE AND PRESERVE THE LEGACY OF SLOVENIAN-AMERICANS THROUGH EDUCATIONAL AND CULTURAL ACTIVITIES.

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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 $70,164

Program Service Revenue $36,013

Investment Income $17,903

Other Revenue $7,660

TOTAL REVENUE $131,740

Expense Breakdown

Grants Paid $6,048

Salaries & Benefits $23,176

Fundraising Expenses $0

Program Expenses $63,613

Other Expenses $82,372

TOTAL EXPENSES $111,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,740	$144,674	-0.1%
Expenses	$111,596	$156,210	-0.3%
Net Income	$20,144	$-11,536	-2.7%

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

Volunteers

205

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

$6,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH A VALENCIC	NATIONAL PRESIDENT	8.00	Officer	$0	$0	$0
ANNETTE CHARRON	NATIONAL VP OF OUTREACH	6.50	Officer	$600	$0	$600
ANNELISE BENITEZ	NATIONAL VP OF CULTURE AND HERITAGE	5.00	Officer	$0	$0	$0
GEORGENE AGNICH	NATIONAL VP OF HOME OFFICE	20.00	Officer	$0	$0	$0
CHRISTINA ECHEVARRIA	NATIONAL VP OF MARKETING/F	20.00	Officer	$0	$0	$0
ROBERT J KUHEL	NATIONAL TREASURER	23.50	Officer	$0	$0	$6,000
MARY GLAIZE	NATIONAL CORRESPONDING & R	10.00	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
2024	$131,740	$111,596	$599,753	$20,144
2023	$144,674	$156,210	$541,240	$-11,536
2022	$102,182	$98,343	$566,248	$3,839
2021	$141,605	$101,147	$609,701	$40,458
2020	$104,104	$81,854	$563,908	$22,250

SLOVENIAN UNION OF AMERICA INC