Slovenian Union of America Inc

Nonprofit profile at a glance

EIN
453860236
IRS 990 coverage
2014–2025
Forms available
Form 990 2025, Form 990-N 2013
Location
Joliet, IL, USA
Phone
8157271926
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Cultural, Ethnic Awareness

Official website

Reported finances

Revenue
$129,212
Expenses
$115,388
Assets
$639,832
Liabilities
$51,600

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • JOSEPH A VALENCIC (NATIONAL PRESIDENT)

Highest reported compensation

  • RICHARD MUTZ (NATIONAL TREASURER): $10,800 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Promote and preserve the legacy of slovenian-americans, through a quarterly publication, weekly newsletter, educational museum, slovenian language classes, cookbook publication, website communications, cultural interest groups, literary awards, book club, dual citizenship assistance and youth outreach.

What it reported doing in 2025

Cultural museum contains immigrant's artifacts such as photos, books, diaries, clothing, uniforms , trunks, musical instruments, work tools, furniture, etc. Located on first floor 1,324 sq ft, museum space 729 sq ft, library and office 363 sq ft and storage rest room 232 sq ft. Library holdings have over 900 books and special collection from a recognized slovenian american artist brogan grom (1918 to 2013). There is a small gift shop and museum is opened by appointment. Rear side of building faces famous u.s. Route 66 which is celebrating its 100th anniversary in 2026. Slovenian union of america prior to year 2011 was formerly known as slovenian women's unionf of america which started in 1926. 100th annniversary to be celbrated july 30 to august 1, 2026 in tower, mn.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 50
  • Transparency & Controls: 86
  • Accountability: 73
  • Sustainability: 57
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 57%; rating input score 57
  • Program expense ratio: 55.4%; rating input score 55
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 71.4%; rating input score 71; 21st percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 10.7%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 5.55; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 9.4%; rating input score 27; 27th percentile among comparable filings

Growth

  • Program expense growth: -0.6% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: 0.7% per year; rating input score 100; 23rd percentile among comparable filings
  • Asset growth: 3% per year; rating input score 100; 35th percentile among comparable filings

Details

  • Where the money goes: 57% of revenue deployed · 55.4% of spending went to programs
  • Governance: 5 of 7 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $64K in reported program spending
  • Leadership: top reported pay $11K · 7 people listed
  • Consistency: 25 of 26 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 7 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 57/100.
  • Review — Financial Efficiency: Program expense ratio scored 55/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Operating margin scored 58/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.
  • High — Sustainability: Officer compensation ratio scored 27/100.